DocuSign, Inc.
DOCU- Exchange
- Nasdaq
- Industry
- Services-Prepackaged Software
- SEC CIK
- 0001261333
In the last 90 days, DocuSign, Inc. insiders filed 0 open-market purchases and 8 sales; 674 institutions reported holding it in 13F filings for Q2 2026, worth $7.87B in total; no superinvestor holds it.
13F holders, Q2 2023
Institutional positions in DocuSign, Inc. as of Jun 30, 2023. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 712
- −13 vs. Q1 2023
- Shares held
- 159.2M
- +3.14M (+2.0%) vs. Q1 2023
- Total value
- $8.15B
- −$1.00B (−11.0%) vs. Q1 2023
- New holders
- 83
- 219 more added
- Sold out
- 96
- 276 more reduced
3 institutions that held it in Q1 2023 haven't filed for Q2 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2023: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting DOCU on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 674 | $7.87B |
| Q1 2026 | 709 | $8.50B |
| Q4 2025 | 791 | $11.6B |
| Q3 2025 | 816 | $12.2B |
| Q2 2025 | 782 | $13.7B |
| Q1 2025 | 810 | $14.1B |
| Q4 2024 | 819 | $15.9B |
| Q3 2024 | 695 | $10.1B |
| Q2 2024 | 669 | $8.62B |
| Q1 2024 | 686 | $9.60B |
| Q4 2023 | 708 | $9.38B |
| Q3 2023 | 665 | $6.37B |
| Q2 2023 | 712 | $8.15B |
| Q1 2023 | 728 | $9.15B |
| Q4 2022 | 737 | $8.69B |
| Q3 2022 | 738 | $8.32B |
| Q2 2022 | 793 | $8.86B |
| Q1 2022 | 936 | $16.5B |
| Q4 2021 | 1,010 | $23.0B |
| Q3 2021 | 1,043 | $39.2B |
| Q2 2021 | 1,028 | $41.7B |
| Q1 2021 | 970 | $28.7B |
Institutions, Q2 2023
Shares, value and share of portfolio for each institution holding DocuSign, Inc.; share changes are against Q1 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Comprehensive Financial Management LLC | 6,593 | $336.8K | 0.01% | 00.0% | Unchanged |
| Snowden Capital Advisors LLC | 6,660 | $340.3K | 0.01% | −479−6.7% | Reduced |
| Westpac Banking Corp | 6,791 | $347.0K | 0.02% | −8,541−55.7% | Reduced |
| Teza Capital Management LLC | 6,803 | $347.6K | 0.06% | −4,733−41.0% | Reduced |
| CIBC Asset Management Inc | 6,845 | $349.7K | 0.00% | +5+0.1% | Added |
| Berylson Capital Partners, LLC | 6,900 | $352.5K | 1.00% | +6,900 | New |
| Kestra Private Wealth Services, LLC | 6,947 | $354.9K | 0.01% | +274+4.1% | Added |
| Meiji Yasuda Life Insurance Co | 7,006 | $358.0K | 0.01% | −5,037−41.8% | Reduced |
| TrimTabs Asset Management, LLC | 7,093 | $362.4K | 0.18% | −46−0.6% | Reduced |
| O'Shaughnessy Asset Management, LLC | 7,133 | $364.4K | 0.01% | +7,133 | New |
| Exchange Traded Concepts, LLC | 7,138 | $364.7K | 0.01% | −47−0.7% | Reduced |
| Malaga Cove Capital, LLC | 7,209 | $368.3K | 0.17% | +200+2.9% | Added |
| Captrust Financial Advisors | 7,245 | $370.1K | 0.00% | +70+1.0% | Added |
| DC Investments Management, LLC | 7,279 | $371.9K | 0.43% | 00.0% | Unchanged |
| Wedbush Securities Inc | 7,309 | $373.0K | 0.02% | −953−11.5% | Reduced |
| Alberta Investment Management Corp | 7,400 | $378.1K | 0.00% | 00.0% | Unchanged |
| Schechter Investment Advisors, LLC | 7,505 | $383.4K | 0.03% | +151+2.1% | Added |
| Bank Julius Baer & Co. Ltd, Zurich | 7,575 | $387.0K | 0.00% | −1,692−18.3% | Reduced |
| Insigneo Advisory Services, LLC | 7,640 | $390.3K | 0.07% | −1,195−13.5% | Reduced |
| Centaurus Financial, Inc. | 7,674 | $392.0K | 0.03% | −1,577−17.0% | Reduced |
| Hillsdale Investment Management Inc. | 7,690 | $392.9K | 0.04% | +7,500+3,947.4% | Added |
| CWM, LLC | 7,847 | $401.0K | 0.00% | +203+2.7% | Added |
| Inceptionr LLC | 7,879 | $402.5K | 0.21% | −6,173−43.9% | Reduced |
| Cetera Investment Advisers | 8,048 | $411.2K | 0.00% | −906−10.1% | Reduced |
| MUFG Securities EMEA plc | 8,088 | $413.2K | 0.01% | −8,364−50.8% | Reduced |
| Manchester Financial Inc | 8,113 | $414.5K | 0.12% | −52−0.6% | Reduced |
| Marex Group plc | 8,174 | $417.6K | 0.08% | +1,985+32.1% | Added |
| Prime Capital Investment Advisors, LLC | 8,220 | $420.0K | 0.01% | +2,099+34.3% | Added |
| The PNC Financial Services Group, Inc. | 8,225 | $420.2K | 0.00% | −1,797−17.9% | Reduced |
| Pinnacle Associates Ltd | 8,267 | $422.4K | 0.01% | +1,765+27.1% | Added |
| Independent Financial Group, LLC | 8,312 | $424.7K | 0.03% | −2,633−24.1% | Reduced |
| Petrus Trust Company, LTA | 8,381 | $428.2K | 0.05% | +8,381 | New |
| Grove Bank & Trust | 8,389 | $428.6K | 0.09% | +242+3.0% | Added |
| Canandaigua National Bank & Trust Co | 8,399 | $429.1K | 0.07% | −295−3.4% | Reduced |
| Copperwynd Financial, LLC | 8,557 | $437.2K | 0.20% | +201+2.4% | Added |
| Garde Capital, Inc. | 8,571 | $438.0K | 0.04% | −100−1.2% | Reduced |
| Kovack Advisors, Inc. | 8,576 | $438.1K | 0.06% | −2,519−22.7% | Reduced |
| Parkwood LLC | 8,645 | $442.0K | 0.08% | +1,810+26.5% | Added |
| Parallel Advisors, LLC | 8,697 | $444.3K | 0.01% | −228−2.6% | Reduced |
| Redmond Asset Management, LLC | 8,760 | $447.5K | 0.15% | −50−0.6% | Reduced |
| FinTrust Capital Advisors, LLC | 8,079 | $447.7K | 0.11% | 00.0% | Unchanged |
| Shell Asset Management Co | 8,819 | $451.0K | 0.02% | −966−9.9% | Reduced |
| Wrapmanager Inc | 8,852 | $452.2K | 0.14% | −372−4.0% | Reduced |
| Green Alpha Advisors, LLC | 8,938 | $456.6K | 0.30% | +858+10.6% | Added |
| Bollard Group LLC | 9,068 | $463.0K | 0.02% | +15+0.2% | Added |
| Beck Capital Management, LLC | 9,135 | $466.7K | 0.18% | +9,135 | New |
| E. Ohman J:or Asset Management AB | 9,200 | $470.0K | 0.02% | 00.0% | Unchanged |
| International Assets Investment Management, LLC | 9,289 | $474.6K | 0.06% | −85−0.9% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 9,312 | $476.0K | 0.02% | −560−5.7% | Reduced |
| RMR Wealth Builders | 9,565 | $488.7K | 0.08% | +1,393+17.0% | Added |
| Wealthfront Advisers LLC | 9,654 | $493.2K | 0.00% | +1,236+14.7% | Added |
| Gsa Capital Partners LLP | 9,669 | $494.0K | 0.05% | +4,325+80.9% | Added |
| Quattro Financial Advisors LLC | 10,000 | $510.9K | 0.20% | 00.0% | Unchanged |
| Natixis | 10,072 | $514.6K | 0.00% | +4,951+96.7% | Added |
| NewEdge Wealth, LLC | 10,090 | $515.5K | 0.02% | +2,352+30.4% | Added |
| Laird Norton Trust Company, LLC | 10,106 | $516.3K | 0.06% | −10−0.1% | Reduced |
| Commerce Bank | 10,120 | $517.0K | 0.00% | −2,713−21.1% | Reduced |
| Swiss Life Asset Management Ltd | 10,125 | $517.7K | 0.01% | −4,514−30.8% | Reduced |
| US Bancorp | 10,266 | $524.5K | 0.00% | −4,263−29.3% | Reduced |
| U.S. Capital Wealth Advisors, LLC | 10,279 | $525.2K | 0.02% | +648+6.7% | Added |
| Keebeck Alpha, LP | 10,293 | $525.9K | 0.52% | +2,272+28.3% | Added |
| Bennett Selby Investments LP | 10,295 | $526.0K | 0.30% | −533−4.9% | Reduced |
| Mach-1 Financial Group, Inc. | 10,441 | $533.4K | 0.21% | +10,441 | New |
| IMA Wealth, Inc. | 10,499 | $536.4K | 0.14% | +622+6.3% | Added |
| Davenport & Co LLC | 10,516 | $537.3K | 0.00% | +555+5.6% | Added |
| Aspiriant, LLC | 10,547 | $538.8K | 0.03% | 00.0% | Unchanged |
| Left Brain Wealth Management, LLC | 10,609 | $542.0K | 0.33% | +80+0.8% | Added |
| Venturi Wealth Management, LLC | 10,624 | $542.8K | 0.04% | 00.0% | Unchanged |
| Waycross Investment Management Co | 10,627 | $542.9K | 0.57% | −464−4.2% | Reduced |
| Mutual Advisors, LLC | 10,779 | $550.7K | 0.02% | −1,379−11.3% | Reduced |
| Virtu Financial LLC | 10,874 | $556.0K | 0.04% | +10,874 | New |
| Merit Financial Group, LLC | 11,001 | $562.0K | 0.02% | −215−1.9% | Reduced |
| DFPG Investments, LLC | 10,528 | $570.4K | 0.05% | +947+9.9% | Added |
| Toroso Investments, LLC | 11,365 | $581.0K | 0.02% | −660−5.5% | Reduced |
| State of Alaska, Department of Revenue | 11,390 | $581.0K | 0.01% | +11,390 | New |
| Private Advisor Group, LLC | 11,691 | $597.3K | 0.01% | +1,339+12.9% | Added |
| Mercer Global Advisors Inc | 11,725 | $599.0K | 0.00% | −632−5.1% | Reduced |
| SeaCrest Wealth Management, LLC | 11,731 | $599.3K | 0.08% | +89+0.8% | Added |
| Truist Financial Corp | 11,872 | $606.5K | 0.00% | −3,555−23.0% | Reduced |
| Summit Trail Advisors, LLC | 11,958 | $610.9K | 0.02% | +343+3.0% | Added |
| Cutler Group LP | 11,962 | $611.0K | 0.14% | −7,281−37.8% | Reduced |
| M&T Bank Corp | 11,972 | $611.7K | 0.00% | −641−5.1% | Reduced |
| Texas Capital Bank Wealth Management Services Inc | 12,000 | $613.1K | 0.07% | +2,000+20.0% | Added |
| Alps Advisors Inc | 12,277 | $627.2K | 0.01% | +4,795+64.1% | Added |
| Echo Street Capital Management LLC | 12,356 | $631.3K | 0.01% | +7,120+136.0% | Added |
| Prudential Financial Inc | 10,318 | $631.7K | 0.00% | +1,893+22.5% | Added |
| MetLife Investment Management | 12,428 | $634.9K | 0.00% | +457+3.8% | Added |
| Carmel Capital Partners, LLC | 12,430 | $635.0K | 0.33% | +6,610+113.6% | Added |
| Public Sector Pension Investment Board | 12,474 | $637.3K | 0.00% | +300+2.5% | Added |
| Resonant Capital Advisors, LLC | 12,486 | $637.9K | 0.07% | −185−1.5% | Reduced |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 12,639 | $645.7K | 0.01% | 00.0% | Unchanged |
| Titleist Asset Management, LLC | 12,846 | $656.3K | 0.13% | +5,880+84.4% | Added |
| Essex LLC | 12,853 | $656.7K | 0.18% | +326+2.6% | Added |
| Integrated Wealth Concepts LLC | 12,866 | $657.3K | 0.01% | +6,038+88.4% | Added |
| Independent Advisor Alliance | 12,921 | $660.1K | 0.03% | −1,458−10.1% | Reduced |
| Weatherly Asset Management L. P. | 13,115 | $670.0K | 0.08% | −620−4.5% | Reduced |
| Bokf, NA | 13,149 | $671.8K | 0.01% | −183−1.4% | Reduced |
| Fox Run Management, L.L.C. | 13,185 | $673.6K | 0.19% | −1,254−8.7% | Reduced |
| Versor Investments LP | 13,307 | $679.9K | 0.12% | +13,307 | New |
| New York State Teachers Retirement System | 13,520 | $691.0K | 0.00% | +2,419+21.8% | Added |