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 |
|---|---|---|---|---|---|
| Brighton Jones LLC | 14,627 | $747.3K | 0.04% | −145−1.0% | Reduced |
| Quadrature Capital Ltd | 14,623 | $746.9K | 0.02% | −31,216−68.1% | Reduced |
| Hamilton Lane Advisors LLC | 14,565 | $744.1K | 0.33% | 00.0% | Unchanged |
| D.A. Davidson & Co. | 14,546 | $743.2K | 0.01% | −6,687−31.5% | Reduced |
| JustInvest LLC | 14,456 | $738.6K | 0.02% | −3,080−17.6% | Reduced |
| Algert Global LLC | 14,289 | $730.0K | 0.03% | 00.0% | Unchanged |
| Werlinich Asset Management, LLC | 14,227 | $726.9K | 0.58% | −250−1.7% | Reduced |
| New York Life Investment Management LLC | 13,877 | $709.0K | 0.01% | +9,921+250.8% | Added |
| Sherbrooke Park Advisers LLC | 13,827 | $706.4K | 0.37% | +13,827 | New |
| MAI Capital Management | 13,808 | $705.5K | 0.01% | −2,573−15.7% | Reduced |
| Atria Wealth Solutions, Inc. | 13,779 | $703.9K | 0.01% | −2,804−16.9% | Reduced |
| Baader Bank INC | 13,776 | $697.2K | 0.06% | +470+3.5% | Added |
| New York State Teachers Retirement System | 13,520 | $691.0K | 0.00% | +2,419+21.8% | Added |
| Versor Investments LP | 13,307 | $679.9K | 0.12% | +13,307 | New |
| Fox Run Management, L.L.C. | 13,185 | $673.6K | 0.19% | −1,254−8.7% | Reduced |
| Bokf, NA | 13,149 | $671.8K | 0.01% | −183−1.4% | Reduced |
| Weatherly Asset Management L. P. | 13,115 | $670.0K | 0.08% | −620−4.5% | Reduced |
| Independent Advisor Alliance | 12,921 | $660.1K | 0.03% | −1,458−10.1% | Reduced |
| Integrated Wealth Concepts LLC | 12,866 | $657.3K | 0.01% | +6,038+88.4% | Added |
| Essex LLC | 12,853 | $656.7K | 0.18% | +326+2.6% | Added |
| Titleist Asset Management, LLC | 12,846 | $656.3K | 0.13% | +5,880+84.4% | Added |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 12,639 | $645.7K | 0.01% | 00.0% | Unchanged |
| Resonant Capital Advisors, LLC | 12,486 | $637.9K | 0.07% | −185−1.5% | Reduced |
| Public Sector Pension Investment Board | 12,474 | $637.3K | 0.00% | +300+2.5% | Added |
| Carmel Capital Partners, LLC | 12,430 | $635.0K | 0.33% | +6,610+113.6% | Added |
| MetLife Investment Management | 12,428 | $634.9K | 0.00% | +457+3.8% | Added |
| Prudential Financial Inc | 10,318 | $631.7K | 0.00% | +1,893+22.5% | Added |
| Echo Street Capital Management LLC | 12,356 | $631.3K | 0.01% | +7,120+136.0% | Added |
| Alps Advisors Inc | 12,277 | $627.2K | 0.01% | +4,795+64.1% | Added |
| Texas Capital Bank Wealth Management Services Inc | 12,000 | $613.1K | 0.07% | +2,000+20.0% | Added |
| M&T Bank Corp | 11,972 | $611.7K | 0.00% | −641−5.1% | Reduced |
| Cutler Group LP | 11,962 | $611.0K | 0.14% | −7,281−37.8% | Reduced |
| Summit Trail Advisors, LLC | 11,958 | $610.9K | 0.02% | +343+3.0% | Added |
| Truist Financial Corp | 11,872 | $606.5K | 0.00% | −3,555−23.0% | Reduced |
| SeaCrest Wealth Management, LLC | 11,731 | $599.3K | 0.08% | +89+0.8% | Added |
| Mercer Global Advisors Inc | 11,725 | $599.0K | 0.00% | −632−5.1% | Reduced |
| Private Advisor Group, LLC | 11,691 | $597.3K | 0.01% | +1,339+12.9% | 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 |
| DFPG Investments, LLC | 10,528 | $570.4K | 0.05% | +947+9.9% | Added |
| Merit Financial Group, LLC | 11,001 | $562.0K | 0.02% | −215−1.9% | Reduced |
| Virtu Financial LLC | 10,874 | $556.0K | 0.04% | +10,874 | New |
| Mutual Advisors, LLC | 10,779 | $550.7K | 0.02% | −1,379−11.3% | Reduced |
| Waycross Investment Management Co | 10,627 | $542.9K | 0.57% | −464−4.2% | Reduced |
| Venturi Wealth Management, LLC | 10,624 | $542.8K | 0.04% | 00.0% | Unchanged |
| Left Brain Wealth Management, LLC | 10,609 | $542.0K | 0.33% | +80+0.8% | Added |
| Aspiriant, LLC | 10,547 | $538.8K | 0.03% | 00.0% | Unchanged |
| Davenport & Co LLC | 10,516 | $537.3K | 0.00% | +555+5.6% | Added |
| IMA Wealth, Inc. | 10,499 | $536.4K | 0.14% | +622+6.3% | Added |
| Mach-1 Financial Group, Inc. | 10,441 | $533.4K | 0.21% | +10,441 | New |
| Bennett Selby Investments LP | 10,295 | $526.0K | 0.30% | −533−4.9% | Reduced |
| Keebeck Alpha, LP | 10,293 | $525.9K | 0.52% | +2,272+28.3% | Added |
| U.S. Capital Wealth Advisors, LLC | 10,279 | $525.2K | 0.02% | +648+6.7% | Added |
| US Bancorp | 10,266 | $524.5K | 0.00% | −4,263−29.3% | Reduced |
| Swiss Life Asset Management Ltd | 10,125 | $517.7K | 0.01% | −4,514−30.8% | Reduced |
| Commerce Bank | 10,120 | $517.0K | 0.00% | −2,713−21.1% | Reduced |
| Laird Norton Trust Company, LLC | 10,106 | $516.3K | 0.06% | −10−0.1% | Reduced |
| NewEdge Wealth, LLC | 10,090 | $515.5K | 0.02% | +2,352+30.4% | Added |
| Natixis | 10,072 | $514.6K | 0.00% | +4,951+96.7% | Added |
| Quattro Financial Advisors LLC | 10,000 | $510.9K | 0.20% | 00.0% | Unchanged |
| Gsa Capital Partners LLP | 9,669 | $494.0K | 0.05% | +4,325+80.9% | Added |
| Wealthfront Advisers LLC | 9,654 | $493.2K | 0.00% | +1,236+14.7% | Added |
| RMR Wealth Builders | 9,565 | $488.7K | 0.08% | +1,393+17.0% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 9,312 | $476.0K | 0.02% | −560−5.7% | Reduced |
| International Assets Investment Management, LLC | 9,289 | $474.6K | 0.06% | −85−0.9% | Reduced |
| E. Ohman J:or Asset Management AB | 9,200 | $470.0K | 0.02% | 00.0% | Unchanged |
| Beck Capital Management, LLC | 9,135 | $466.7K | 0.18% | +9,135 | New |
| Bollard Group LLC | 9,068 | $463.0K | 0.02% | +15+0.2% | Added |
| Green Alpha Advisors, LLC | 8,938 | $456.6K | 0.30% | +858+10.6% | Added |
| Wrapmanager Inc | 8,852 | $452.2K | 0.14% | −372−4.0% | Reduced |
| Shell Asset Management Co | 8,819 | $451.0K | 0.02% | −966−9.9% | Reduced |
| FinTrust Capital Advisors, LLC | 8,079 | $447.7K | 0.11% | 00.0% | Unchanged |
| Redmond Asset Management, LLC | 8,760 | $447.5K | 0.15% | −50−0.6% | Reduced |
| Parallel Advisors, LLC | 8,697 | $444.3K | 0.01% | −228−2.6% | Reduced |
| Parkwood LLC | 8,645 | $442.0K | 0.08% | +1,810+26.5% | Added |
| Kovack Advisors, Inc. | 8,576 | $438.1K | 0.06% | −2,519−22.7% | Reduced |
| Garde Capital, Inc. | 8,571 | $438.0K | 0.04% | −100−1.2% | Reduced |
| Copperwynd Financial, LLC | 8,557 | $437.2K | 0.20% | +201+2.4% | Added |
| Canandaigua National Bank & Trust Co | 8,399 | $429.1K | 0.07% | −295−3.4% | Reduced |
| Grove Bank & Trust | 8,389 | $428.6K | 0.09% | +242+3.0% | Added |
| Petrus Trust Company, LTA | 8,381 | $428.2K | 0.05% | +8,381 | New |
| Independent Financial Group, LLC | 8,312 | $424.7K | 0.03% | −2,633−24.1% | Reduced |
| Pinnacle Associates Ltd | 8,267 | $422.4K | 0.01% | +1,765+27.1% | Added |
| The PNC Financial Services Group, Inc. | 8,225 | $420.2K | 0.00% | −1,797−17.9% | Reduced |
| Prime Capital Investment Advisors, LLC | 8,220 | $420.0K | 0.01% | +2,099+34.3% | Added |
| Marex Group plc | 8,174 | $417.6K | 0.08% | +1,985+32.1% | Added |
| Manchester Financial Inc | 8,113 | $414.5K | 0.12% | −52−0.6% | Reduced |
| MUFG Securities EMEA plc | 8,088 | $413.2K | 0.01% | −8,364−50.8% | Reduced |
| Cetera Investment Advisers | 8,048 | $411.2K | 0.00% | −906−10.1% | Reduced |
| Inceptionr LLC | 7,879 | $402.5K | 0.21% | −6,173−43.9% | Reduced |
| CWM, LLC | 7,847 | $401.0K | 0.00% | +203+2.7% | Added |
| Hillsdale Investment Management Inc. | 7,690 | $392.9K | 0.04% | +7,500+3,947.4% | Added |
| Centaurus Financial, Inc. | 7,674 | $392.0K | 0.03% | −1,577−17.0% | Reduced |
| Insigneo Advisory Services, LLC | 7,640 | $390.3K | 0.07% | −1,195−13.5% | Reduced |
| Bank Julius Baer & Co. Ltd, Zurich | 7,575 | $387.0K | 0.00% | −1,692−18.3% | Reduced |
| Schechter Investment Advisors, LLC | 7,505 | $383.4K | 0.03% | +151+2.1% | Added |
| Alberta Investment Management Corp | 7,400 | $378.1K | 0.00% | 00.0% | Unchanged |
| Wedbush Securities Inc | 7,309 | $373.0K | 0.02% | −953−11.5% | Reduced |
| DC Investments Management, LLC | 7,279 | $371.9K | 0.43% | 00.0% | Unchanged |
| Captrust Financial Advisors | 7,245 | $370.1K | 0.00% | +70+1.0% | Added |