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 |
|---|---|---|---|---|---|
| Baader Bank INC | 13,776 | $697.2K | 0.06% | +470+3.5% | Added |
| Atria Wealth Solutions, Inc. | 13,779 | $703.9K | 0.01% | −2,804−16.9% | Reduced |
| MAI Capital Management | 13,808 | $705.5K | 0.01% | −2,573−15.7% | Reduced |
| Sherbrooke Park Advisers LLC | 13,827 | $706.4K | 0.37% | +13,827 | New |
| New York Life Investment Management LLC | 13,877 | $709.0K | 0.01% | +9,921+250.8% | Added |
| Werlinich Asset Management, LLC | 14,227 | $726.9K | 0.58% | −250−1.7% | Reduced |
| Algert Global LLC | 14,289 | $730.0K | 0.03% | 00.0% | Unchanged |
| JustInvest LLC | 14,456 | $738.6K | 0.02% | −3,080−17.6% | Reduced |
| D.A. Davidson & Co. | 14,546 | $743.2K | 0.01% | −6,687−31.5% | Reduced |
| Hamilton Lane Advisors LLC | 14,565 | $744.1K | 0.33% | 00.0% | Unchanged |
| Quadrature Capital Ltd | 14,623 | $746.9K | 0.02% | −31,216−68.1% | Reduced |
| Brighton Jones LLC | 14,627 | $747.3K | 0.04% | −145−1.0% | Reduced |
| AE Wealth Management LLC | 14,699 | $751.0K | 0.00% | +7,068+92.6% | Added |
| Balyasny Asset Management LLC | 14,746 | $753.4K | 0.00% | −329,024−95.7% | Reduced |
| Alpha DNA Investment Management LLC | 15,073 | $770.1K | 0.44% | +15,073 | New |
| Baker Tilly Wealth Management, LLC | 15,163 | $774.7K | 0.08% | −397−2.6% | Reduced |
| Teacher Retirement System of Texas | 15,264 | $780.0K | 0.01% | −7,067−31.6% | Reduced |
| Steward Partners Investment Advisory, LLC | 15,443 | $789.0K | 0.01% | −2,315−13.0% | Reduced |
| Alliance Wealth Advisors, LLC | 15,487 | $791.2K | 0.29% | +518+3.5% | Added |
| Maryland State Retirement & Pension System | 15,624 | $798.2K | 0.02% | 00.0% | Unchanged |
| Guggenheim Capital LLC | 15,706 | $802.4K | 0.01% | −645−3.9% | Reduced |
| Oak Thistle LLC | 15,821 | $808.3K | 0.43% | +15,821 | New |
| Cerity Partners LLC | 16,002 | $817.5K | 0.00% | −1,112−6.5% | Reduced |
| Financial Advocates Investment Management | 16,149 | $825.1K | 0.06% | −1,059−6.2% | Reduced |
| Illinois Municipal Retirement Fund | 16,271 | $831.0K | 0.02% | 00.0% | Unchanged |
| Creative Planning | 16,358 | $835.7K | 0.00% | −2,365−12.6% | Reduced |
| Frontier Capital Management Co LLC | 16,458 | $840.8K | 0.01% | +16,458 | New |
| Elo Mutual Pension Insurance Co | 16,505 | $843.0K | 0.02% | +399+2.5% | Added |
| National Bank of Canada | 17,172 | $843.6K | 0.00% | −377,033−95.6% | Reduced |
| PDT Partners, LLC | 16,600 | $848.1K | 0.12% | +3,270+24.5% | Added |
| National Asset Management, Inc. | 16,630 | $849.6K | 0.02% | −5,280−24.1% | Reduced |
| Centiva Capital, LP | 17,233 | $880.4K | 0.04% | +17,233 | New |
| CI Private Wealth, LLC | 17,303 | $884.0K | 0.00% | −2,939−14.5% | Reduced |
| Nomura Holdings Inc | 17,315 | $884.6K | 0.01% | +1,625+10.4% | Added |
| Acorn Financial Advisory Services Inc | 17,405 | $889.2K | 0.16% | +2,732+18.6% | Added |
| Greatmark Investment Partners, Inc. | 17,500 | $894.1K | 0.15% | +17,500 | New |
| Boston Partners | 17,914 | $915.2K | 0.00% | +178+1.0% | Added |
| Mitchell & Pahl Private Wealth, LLC | 17,923 | $915.7K | 0.55% | +316+1.8% | Added |
| XTX Topco Ltd | 17,995 | $919.4K | 0.16% | +11,325+169.8% | Added |
| Intellectus Partners, LLC | 18,050 | $922.2K | 0.28% | +100+0.6% | Added |
| British Columbia Investment Management Corp | 18,284 | $934.1K | 0.01% | +408+2.3% | Added |
| MML Investors Services, LLC | 18,365 | $938.0K | 0.01% | +3,656+24.9% | Added |
| AustralianSuper Pty Ltd | 18,441 | $942.2K | 0.01% | −270,298−93.6% | Reduced |
| Avantax Advisory Services, Inc. | 18,610 | $950.8K | 0.01% | −615−3.2% | Reduced |
| SG Americas Securities, LLC | 18,709 | $956.0K | 0.01% | −70,017−78.9% | Reduced |
| Verition Fund Management LLC | 18,871 | $964.1K | 0.02% | +10,941+138.0% | Added |
| Cetera Advisors LLC | 18,918 | $966.5K | 0.02% | −248−1.3% | Reduced |
| Daiwa Securities Group Inc. | 13,972 | $970.0K | 0.01% | +275+2.0% | Added |
| Cipher Capital LP | 19,007 | $971.1K | 0.17% | +19,007 | New |
| Hood River Capital Management LLC | 19,471 | $995.0K | 0.03% | +1,186+6.5% | Added |
| Profund Advisors LLC | 19,605 | $1.00M | 0.05% | +3,312+20.3% | Added |
| Patten & Patten Inc | 19,946 | $1.02M | 0.08% | −200−1.0% | Reduced |
| Weiss Multi-Strategy Advisers LLC | 20,000 | $1.02M | 0.02% | +11,000+122.2% | Added |
| Gulf International Bank (UK) Ltd | 20,222 | $1.03M | 0.03% | −6,054−23.0% | Reduced |
| Ropes Wealth Advisors LLC | 20,349 | $1.04M | 0.17% | 00.0% | Unchanged |
| Cetera Advisor Networks LLC | 20,538 | $1.05M | 0.01% | −5,445−21.0% | Reduced |
| Baker Avenue Asset Management, LP | 21,028 | $1.07M | 0.05% | +19,294+1,112.7% | Added |
| Icon Wealth Partners, LLC | 21,072 | $1.08M | 0.11% | −1,225−5.5% | Reduced |
| Lyell Wealth Management, LP | 22,274 | $1.14M | 0.15% | −7,307−24.7% | Reduced |
| Amalgamated Bank | 22,293 | $1.14M | 0.01% | −606−2.6% | Reduced |
| Coronation Fund Managers Ltd. | 22,317 | $1.14M | 0.03% | −1,662−6.9% | Reduced |
| Ergoteles LLC | 22,433 | $1.15M | 0.05% | +14,410+179.6% | Added |
| Cresset Asset Management, LLC | 22,594 | $1.15M | 0.01% | +18,188+412.8% | Added |
| Janus Henderson Group PLC | 22,653 | $1.16M | 0.00% | −1,858−7.6% | Reduced |
| Campbell & CO Investment Adviser LLC | 22,656 | $1.16M | 0.21% | +22,656 | New |
| Hilltop Holdings Inc. | 22,918 | $1.17M | 0.14% | +10,513+84.7% | Added |
| Janney Montgomery Scott LLC | 22,964 | $1.17M | 0.00% | −3,549−13.4% | Reduced |
| Mariner, LLC | 23,132 | $1.18M | 0.00% | −51−0.2% | Reduced |
| Manufacturers Life Insurance Company, The | 23,143 | $1.18M | 0.00% | +11,346+96.2% | Added |
| Credit Agricole S A | 23,301 | $1.19M | 0.04% | −908−3.8% | Reduced |
| Vestmark Advisory Solutions, Inc. | 24,088 | $1.23M | 0.05% | +2,008+9.1% | Added |
| Principal Financial Group Inc | 24,168 | $1.23M | 0.00% | +3,175+15.1% | Added |
| Ieq Capital, LLC | 24,446 | $1.25M | 0.03% | −872−3.4% | Reduced |
| Kestra Advisory Services, LLC | 24,837 | $1.27M | 0.01% | −3,470−12.3% | Reduced |
| Parallax Volatility Advisers, L.P. | 25,000 | $1.28M | 0.04% | −74−0.3% | Reduced |
| TD Asset Management Inc | 25,256 | $1.29M | 0.00% | +769+3.1% | Added |
| Atria Investments LLC | 25,564 | $1.31M | 0.02% | +2,782+12.2% | Added |
| Vontobel Holding Ltd. | 25,614 | $1.31M | 0.01% | +2,832+12.4% | Added |
| Y.D. More Investments Ltd | 25,845 | $1.32M | 0.34% | +5,116+24.7% | Added |
| Public Employees Retirement Association of Colorado | 26,128 | $1.33M | 0.01% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 26,848 | $1.37M | 0.13% | +495+1.9% | Added |
| Brinker Capital Investments, LLC | 27,363 | $1.40M | 0.01% | −452−1.6% | Reduced |
| Orion Portfolio Solutions, LLC | 27,363 | $1.40M | 0.01% | −452−1.6% | Reduced |
| Xponance, Inc. | 28,123 | $1.44M | 0.02% | +1,193+4.4% | Added |
| Westwood Holdings Group Inc. | 28,131 | $1.44M | 0.01% | +28,131 | New |
| Destiny Capital Corp | 28,243 | $1.44M | 1.12% | −14,785−34.4% | Reduced |
| Freestone Capital Holdings, LLC | 28,409 | $1.45M | 0.06% | −190−0.7% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 28,880 | $1.48M | 0.00% | −2,305−7.4% | Reduced |
| Oppenheimer & Co Inc | 29,149 | $1.49M | 0.03% | −64−0.2% | Reduced |
| Three Bridge Wealth Advisors, LLC | 29,382 | $1.50M | 0.64% | 00.0% | Unchanged |
| Intech Investment Management LLC | 29,458 | $1.51M | 0.02% | −23,854−44.7% | Reduced |
| Point72 Middle East FZE | 29,538 | $1.51M | 0.08% | +29,538 | New |
| CWM Advisors, LLC | 30,013 | $1.53M | 0.19% | −862−2.8% | Reduced |
| DnB Asset Management AS | 30,622 | $1.56M | 0.01% | −51,356−62.6% | Reduced |
| Portside Wealth Group, LLC | 30,748 | $1.57M | 0.29% | +30,748 | New |
| Advisory Services Network, LLC | 31,329 | $1.60M | 0.04% | +3,234+11.5% | Added |
| River & Mercantile Asset Management LLP | 31,736 | $1.62M | 0.32% | −3,380−9.6% | Reduced |
| Meridian Investment Counsel Inc. | 32,730 | $1.67M | 0.60% | 00.0% | Unchanged |
| Korea Investment CORP | 32,854 | $1.68M | 0.00% | −36,204−52.4% | Reduced |
| V Wealth Advisors LLC | 33,269 | $1.70M | 0.29% | +2,500+8.1% | Added |