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 12 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 |
|---|---|---|---|---|---|
| IFM Investors Pty Ltd | 34,942 | $1.79M | 0.02% | −1,007−2.8% | Reduced |
| Royal Fund Management, LLC | 34,900 | $1.78M | 0.25% | +5,000+16.7% | Added |
| PFS Investments Inc. | 34,761 | $1.78M | 0.03% | +183+0.5% | Added |
| Bogart Wealth, LLC | 34,736 | $1.77M | 0.11% | −12,203−26.0% | Reduced |
| Westbourne Investment Advisors, Inc. | 34,518 | $1.76M | 0.79% | +3,703+12.0% | Added |
| Utah Retirement Systems | 34,487 | $1.76M | 0.02% | −1,100−3.1% | Reduced |
| Nissay Asset Management Corp | 34,347 | $1.75M | 0.02% | −420−1.2% | Reduced |
| Stephens Inc | 34,300 | $1.75M | 0.03% | −3,405−9.0% | Reduced |
| Azzad Asset Management Inc | 34,254 | $1.75M | 0.24% | +27+0.1% | Added |
| Blueshift Asset Management, LLC | 34,006 | $1.74M | 0.66% | +24,024+240.7% | Added |
| Connectus Wealth, LLC | 33,560 | $1.71M | 0.04% | +33,560 | New |
| Fisher Asset Management, LLC | 33,370 | $1.70M | 0.00% | −5,786,149−99.4% | Reduced |
| V Wealth Advisors LLC | 33,269 | $1.70M | 0.29% | +2,500+8.1% | Added |
| Korea Investment CORP | 32,854 | $1.68M | 0.00% | −36,204−52.4% | Reduced |
| Meridian Investment Counsel Inc. | 32,730 | $1.67M | 0.60% | 00.0% | Unchanged |
| River & Mercantile Asset Management LLP | 31,736 | $1.62M | 0.32% | −3,380−9.6% | Reduced |
| Advisory Services Network, LLC | 31,329 | $1.60M | 0.04% | +3,234+11.5% | Added |
| Portside Wealth Group, LLC | 30,748 | $1.57M | 0.29% | +30,748 | New |
| DnB Asset Management AS | 30,622 | $1.56M | 0.01% | −51,356−62.6% | Reduced |
| CWM Advisors, LLC | 30,013 | $1.53M | 0.19% | −862−2.8% | Reduced |
| Point72 Middle East FZE | 29,538 | $1.51M | 0.08% | +29,538 | New |
| Intech Investment Management LLC | 29,458 | $1.51M | 0.02% | −23,854−44.7% | Reduced |
| Three Bridge Wealth Advisors, LLC | 29,382 | $1.50M | 0.64% | 00.0% | Unchanged |
| Oppenheimer & Co Inc | 29,149 | $1.49M | 0.03% | −64−0.2% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 28,880 | $1.48M | 0.00% | −2,305−7.4% | Reduced |
| Freestone Capital Holdings, LLC | 28,409 | $1.45M | 0.06% | −190−0.7% | Reduced |
| Destiny Capital Corp | 28,243 | $1.44M | 1.12% | −14,785−34.4% | Reduced |
| Westwood Holdings Group Inc. | 28,131 | $1.44M | 0.01% | +28,131 | New |
| Xponance, Inc. | 28,123 | $1.44M | 0.02% | +1,193+4.4% | 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 |
| Washington Trust Advisors, Inc. | 26,848 | $1.37M | 0.13% | +495+1.9% | Added |
| Public Employees Retirement Association of Colorado | 26,128 | $1.33M | 0.01% | 00.0% | Unchanged |
| Y.D. More Investments Ltd | 25,845 | $1.32M | 0.34% | +5,116+24.7% | Added |
| Vontobel Holding Ltd. | 25,614 | $1.31M | 0.01% | +2,832+12.4% | Added |
| Atria Investments LLC | 25,564 | $1.31M | 0.02% | +2,782+12.2% | Added |
| TD Asset Management Inc | 25,256 | $1.29M | 0.00% | +769+3.1% | Added |
| Parallax Volatility Advisers, L.P. | 25,000 | $1.28M | 0.04% | −74−0.3% | Reduced |
| Kestra Advisory Services, LLC | 24,837 | $1.27M | 0.01% | −3,470−12.3% | Reduced |
| Ieq Capital, LLC | 24,446 | $1.25M | 0.03% | −872−3.4% | Reduced |
| Principal Financial Group Inc | 24,168 | $1.23M | 0.00% | +3,175+15.1% | Added |
| Vestmark Advisory Solutions, Inc. | 24,088 | $1.23M | 0.05% | +2,008+9.1% | Added |
| Credit Agricole S A | 23,301 | $1.19M | 0.04% | −908−3.8% | Reduced |
| Manufacturers Life Insurance Company, The | 23,143 | $1.18M | 0.00% | +11,346+96.2% | Added |
| Mariner, LLC | 23,132 | $1.18M | 0.00% | −51−0.2% | Reduced |
| Janney Montgomery Scott LLC | 22,964 | $1.17M | 0.00% | −3,549−13.4% | Reduced |
| Hilltop Holdings Inc. | 22,918 | $1.17M | 0.14% | +10,513+84.7% | Added |
| Campbell & CO Investment Adviser LLC | 22,656 | $1.16M | 0.21% | +22,656 | New |
| Janus Henderson Group PLC | 22,653 | $1.16M | 0.00% | −1,858−7.6% | Reduced |
| Cresset Asset Management, LLC | 22,594 | $1.15M | 0.01% | +18,188+412.8% | Added |
| Ergoteles LLC | 22,433 | $1.15M | 0.05% | +14,410+179.6% | Added |
| Coronation Fund Managers Ltd. | 22,317 | $1.14M | 0.03% | −1,662−6.9% | Reduced |
| Amalgamated Bank | 22,293 | $1.14M | 0.01% | −606−2.6% | Reduced |
| Lyell Wealth Management, LP | 22,274 | $1.14M | 0.15% | −7,307−24.7% | Reduced |
| Icon Wealth Partners, LLC | 21,072 | $1.08M | 0.11% | −1,225−5.5% | Reduced |
| Baker Avenue Asset Management, LP | 21,028 | $1.07M | 0.05% | +19,294+1,112.7% | Added |
| Cetera Advisor Networks LLC | 20,538 | $1.05M | 0.01% | −5,445−21.0% | Reduced |
| Ropes Wealth Advisors LLC | 20,349 | $1.04M | 0.17% | 00.0% | Unchanged |
| Gulf International Bank (UK) Ltd | 20,222 | $1.03M | 0.03% | −6,054−23.0% | Reduced |
| Weiss Multi-Strategy Advisers LLC | 20,000 | $1.02M | 0.02% | +11,000+122.2% | Added |
| Patten & Patten Inc | 19,946 | $1.02M | 0.08% | −200−1.0% | Reduced |
| Profund Advisors LLC | 19,605 | $1.00M | 0.05% | +3,312+20.3% | Added |
| Hood River Capital Management LLC | 19,471 | $995.0K | 0.03% | +1,186+6.5% | Added |
| Cipher Capital LP | 19,007 | $971.1K | 0.17% | +19,007 | New |
| Daiwa Securities Group Inc. | 13,972 | $970.0K | 0.01% | +275+2.0% | Added |
| Cetera Advisors LLC | 18,918 | $966.5K | 0.02% | −248−1.3% | Reduced |
| Verition Fund Management LLC | 18,871 | $964.1K | 0.02% | +10,941+138.0% | Added |
| SG Americas Securities, LLC | 18,709 | $956.0K | 0.01% | −70,017−78.9% | Reduced |
| Avantax Advisory Services, Inc. | 18,610 | $950.8K | 0.01% | −615−3.2% | Reduced |
| AustralianSuper Pty Ltd | 18,441 | $942.2K | 0.01% | −270,298−93.6% | Reduced |
| MML Investors Services, LLC | 18,365 | $938.0K | 0.01% | +3,656+24.9% | Added |
| British Columbia Investment Management Corp | 18,284 | $934.1K | 0.01% | +408+2.3% | Added |
| Intellectus Partners, LLC | 18,050 | $922.2K | 0.28% | +100+0.6% | Added |
| XTX Topco Ltd | 17,995 | $919.4K | 0.16% | +11,325+169.8% | Added |
| Mitchell & Pahl Private Wealth, LLC | 17,923 | $915.7K | 0.55% | +316+1.8% | Added |
| Boston Partners | 17,914 | $915.2K | 0.00% | +178+1.0% | Added |
| Greatmark Investment Partners, Inc. | 17,500 | $894.1K | 0.15% | +17,500 | New |
| Acorn Financial Advisory Services Inc | 17,405 | $889.2K | 0.16% | +2,732+18.6% | Added |
| Nomura Holdings Inc | 17,315 | $884.6K | 0.01% | +1,625+10.4% | Added |
| CI Private Wealth, LLC | 17,303 | $884.0K | 0.00% | −2,939−14.5% | Reduced |
| Centiva Capital, LP | 17,233 | $880.4K | 0.04% | +17,233 | New |
| National Asset Management, Inc. | 16,630 | $849.6K | 0.02% | −5,280−24.1% | Reduced |
| PDT Partners, LLC | 16,600 | $848.1K | 0.12% | +3,270+24.5% | Added |
| National Bank of Canada | 17,172 | $843.6K | 0.00% | −377,033−95.6% | Reduced |
| Elo Mutual Pension Insurance Co | 16,505 | $843.0K | 0.02% | +399+2.5% | Added |
| Frontier Capital Management Co LLC | 16,458 | $840.8K | 0.01% | +16,458 | New |
| Creative Planning | 16,358 | $835.7K | 0.00% | −2,365−12.6% | Reduced |
| Illinois Municipal Retirement Fund | 16,271 | $831.0K | 0.02% | 00.0% | Unchanged |
| Financial Advocates Investment Management | 16,149 | $825.1K | 0.06% | −1,059−6.2% | Reduced |
| Cerity Partners LLC | 16,002 | $817.5K | 0.00% | −1,112−6.5% | Reduced |
| Oak Thistle LLC | 15,821 | $808.3K | 0.43% | +15,821 | New |
| Guggenheim Capital LLC | 15,706 | $802.4K | 0.01% | −645−3.9% | Reduced |
| Maryland State Retirement & Pension System | 15,624 | $798.2K | 0.02% | 00.0% | Unchanged |
| Alliance Wealth Advisors, LLC | 15,487 | $791.2K | 0.29% | +518+3.5% | Added |
| Steward Partners Investment Advisory, LLC | 15,443 | $789.0K | 0.01% | −2,315−13.0% | Reduced |
| Teacher Retirement System of Texas | 15,264 | $780.0K | 0.01% | −7,067−31.6% | Reduced |
| Baker Tilly Wealth Management, LLC | 15,163 | $774.7K | 0.08% | −397−2.6% | Reduced |
| Alpha DNA Investment Management LLC | 15,073 | $770.1K | 0.44% | +15,073 | New |
| Balyasny Asset Management LLC | 14,746 | $753.4K | 0.00% | −329,024−95.7% | Reduced |
| AE Wealth Management LLC | 14,699 | $751.0K | 0.00% | +7,068+92.6% | Added |