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 |
|---|---|---|---|---|---|
| Malaga Cove Capital, LLC | 7,209 | $368.3K | 0.17% | +200+2.9% | Added |
| Exchange Traded Concepts, LLC | 7,138 | $364.7K | 0.01% | −47−0.7% | Reduced |
| O'Shaughnessy Asset Management, LLC | 7,133 | $364.4K | 0.01% | +7,133 | New |
| TrimTabs Asset Management, LLC | 7,093 | $362.4K | 0.18% | −46−0.6% | Reduced |
| Meiji Yasuda Life Insurance Co | 7,006 | $358.0K | 0.01% | −5,037−41.8% | Reduced |
| Kestra Private Wealth Services, LLC | 6,947 | $354.9K | 0.01% | +274+4.1% | Added |
| Berylson Capital Partners, LLC | 6,900 | $352.5K | 1.00% | +6,900 | New |
| CIBC Asset Management Inc | 6,845 | $349.7K | 0.00% | +5+0.1% | Added |
| Teza Capital Management LLC | 6,803 | $347.6K | 0.06% | −4,733−41.0% | Reduced |
| Westpac Banking Corp | 6,791 | $347.0K | 0.02% | −8,541−55.7% | Reduced |
| Snowden Capital Advisors LLC | 6,660 | $340.3K | 0.01% | −479−6.7% | Reduced |
| Comprehensive Financial Management LLC | 6,593 | $336.8K | 0.01% | 00.0% | Unchanged |
| Vident Investment Advisory, LLC | 6,573 | $335.8K | 0.01% | +113+1.7% | Added |
| WSFS Capital Management, LLC | 6,491 | $331.6K | 0.03% | −737−10.2% | Reduced |
| Tokio Marine Asset Management Co Ltd | 6,473 | $330.7K | 0.02% | +810+14.3% | Added |
| Flagship Harbor Advisors, LLC | 6,449 | $329.5K | 0.03% | +679+11.8% | Added |
| Gladstone Institutional Advisory LLC | 6,359 | $324.9K | 0.02% | −22,918−78.3% | Reduced |
| Rodgers Brothers Inc. | 6,330 | $323.4K | 0.06% | +1,165+22.6% | Added |
| Perpetual Ltd | 6,312 | $322.5K | 0.00% | +6,312 | New |
| Prudential PLC | 6,233 | $318.4K | 0.00% | −22−0.4% | Reduced |
| Newbridge Financial Services Group, Inc. | 6,177 | $315.6K | 0.15% | +619+11.1% | Added |
| Americana Partners, LLC | 6,166 | $315.0K | 0.04% | +785+14.6% | Added |
| Kingswood Wealth Advisors, LLC | 6,120 | $312.7K | 0.10% | +6,120 | New |
| Jump Financial, LLC | 6,118 | $312.6K | 0.01% | −1,426−18.9% | Reduced |
| Proficio Capital Partners LLC | 6,100 | $311.6K | 0.04% | −151−2.4% | Reduced |
| Meridian Wealth Management, LLC | 6,062 | $309.7K | 0.03% | +6,062 | New |
| Wealthcare Advisory Partners LLC | 6,049 | $309.0K | 0.01% | −1,351−18.3% | Reduced |
| Symmetry Peak Management LLC | 6,000 | $306.5K | 0.65% | +6,000 | New |
| Bristlecone Advisors, LLC | 5,961 | $304.5K | 0.03% | −189−3.1% | Reduced |
| Loomis Sayles & Co L P | 5,925 | $303.0K | 0.00% | +5,925 | New |
| Truvestments Capital LLC | 5,907 | $301.8K | 0.15% | −158−2.6% | Reduced |
| Corton Capital Inc. | 5,897 | $301.3K | 0.14% | +5,897 | New |
| Inspire Advisors, LLC | 5,840 | $298.4K | 0.06% | +504+9.4% | Added |
| Boothbay Fund Management, LLC | 5,809 | $296.8K | 0.01% | +2,312+66.1% | Added |
| Personal Cfo Solutions, LLC | 5,801 | $296.4K | 0.06% | −21−0.4% | Reduced |
| Apollon Wealth Management, LLC | 5,788 | $295.7K | 0.01% | +372+6.9% | Added |
| Western Wealth Management, LLC | 5,772 | $294.9K | 0.03% | −25−0.4% | Reduced |
| Beacon Investment Advisory Services, Inc. | 5,714 | $291.9K | 0.01% | −1,840−24.4% | Reduced |
| GWM Advisors LLC | 5,663 | $289.3K | 0.00% | +954+20.3% | Added |
| Donoghue Forlines LLC | 5,609 | $286.6K | 0.09% | +5,609 | New |
| Acadian Asset Management LLC | 5,628 | $286.0K | 0.00% | −31,326−84.8% | Reduced |
| Quantamental Technologies LLC | 5,570 | $284.6K | 0.12% | +5,570 | New |
| Wallace Advisory Group, LLC | 4,872 | $284.0K | 0.22% | 00.0% | Unchanged |
| Silvant Capital Management LLC | 5,525 | $282.3K | 0.02% | +148+2.8% | Added |
| Brown Miller Wealth Management, LLC | 5,424 | $277.1K | 0.15% | +398+7.9% | Added |
| IPG Investment Advisors LLC | 5,395 | $275.6K | 0.06% | +5,395 | New |
| Cynosure Management, LLC | 5,391 | $275.4K | 0.08% | +5,391 | New |
| Vinva Investment Management Ltd | 5,297 | $271.3K | 0.02% | −942−15.1% | Reduced |
| Rehmann Capital Advisory Group | 5,253 | $268.4K | 0.02% | −20.0% | Reduced |
| Unio Capital LLC | 5,210 | $266.2K | 0.14% | 00.0% | Unchanged |
| Ameritas Advisory Services, LLC | 5,312 | $264.0K | 0.03% | −12,624−70.4% | Reduced |
| Prospera Financial Services Inc | 5,148 | $263.0K | 0.01% | −910−15.0% | Reduced |
| Ridgewood Investments LLC | 5,122 | $261.7K | 0.15% | +482+10.4% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 5,085 | $260.0K | 0.01% | +451+9.7% | Added |
| Legal Advantage Investments, Inc. | 5,015 | $256.2K | 0.17% | 00.0% | Unchanged |
| RBF Capital, LLC | 5,000 | $255.4K | 0.02% | −10,000−66.7% | Reduced |
| Obermeyer Wood Investment Counsel, LLLP | 5,000 | $255.4K | 0.02% | −153−3.0% | Reduced |
| Trellus Management Company, LLC | 5,000 | $255.4K | 0.39% | +5,000 | New |
| Ethic Inc. | 4,978 | $254.3K | 0.01% | −3,983−44.4% | Reduced |
| Impax Asset Management Group plc | 4,977 | $254.3K | 0.00% | +643+14.8% | Added |
| Financial Partners Group, Inc | 4,871 | $249.6K | 0.05% | +115+2.4% | Added |
| B. Metzler seel. Sohn & Co. AG | 4,878 | $249.2K | 0.00% | −2,537−34.2% | Reduced |
| Vestcor Inc | 4,741 | $242.0K | 0.01% | 00.0% | Unchanged |
| Wetherby Asset Management Inc | 4,717 | $241.0K | 0.01% | −4,101−46.5% | Reduced |
| 1776 Wealth LLC | 4,699 | $240.1K | 0.13% | −500−9.6% | Reduced |
| Lido Advisors, LLC | 4,689 | $239.6K | 0.00% | −5,663−54.7% | Reduced |
| Group One Trading, L.P. | 4,681 | $239.2K | 0.01% | −19,831−80.9% | Reduced |
| Canvas Wealth Advisors, LLC | 4,524 | $234.4K | 0.09% | +4,524 | New |
| Ossiam | 4,588 | $234.4K | 0.00% | +2,561+126.3% | Added |
| Garden State Investment Advisory Services LLC | 4,532 | $231.5K | 0.10% | +4,532 | New |
| LaFleur & Godfrey LLC | 4,509 | $230.4K | 0.03% | −10−0.2% | Reduced |
| Sigma Planning Corp | 4,504 | $230.1K | 0.01% | −4−0.1% | Reduced |
| Sovereign Financial Group, Inc. | 4,477 | $228.7K | 0.07% | +763+20.5% | Added |
| Griffin Asset Management, Inc. | 4,450 | $227.3K | 0.03% | 00.0% | Unchanged |
| Beacon Pointe Advisors, LLC | 4,326 | $221.0K | 0.00% | −1,714−28.4% | Reduced |
| Valeo Financial Advisors, LLC | 4,325 | $221.0K | 0.01% | +285+7.1% | Added |
| Geneos Wealth Management Inc. | 4,309 | $220.1K | 0.01% | −417−8.8% | Reduced |
| Silverhawk Asset Management, LLC | 4,240 | $216.6K | 0.18% | 00.0% | Unchanged |
| Brandywine Managers, LLC | 4,211 | $215.1K | 0.14% | 00.0% | Unchanged |
| Siemens Fonds Invest GmbH | 4,153 | $211.1K | 0.02% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 4,139 | $211.0K | 0.01% | −9−0.2% | Reduced |
| Purus Wealth Management, LLC | 4,057 | $207.3K | 0.13% | −240−5.6% | Reduced |
| Nisa Investment Advisors, LLC | 4,030 | $205.9K | 0.00% | −15,270−79.1% | Reduced |
| Wallace Capital Management Inc. | 4,000 | $204.4K | 0.03% | +4,000 | New |
| IHT Wealth Management, LLC | 3,983 | $203.5K | 0.01% | −655−14.1% | Reduced |
| Kingsview Wealth Management, LLC | 3,953 | $202.0K | 0.01% | −12,498−76.0% | Reduced |
| Central Trust Co | 3,925 | $200.5K | 0.01% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 3,776 | $192.9K | 0.02% | −854−18.4% | Reduced |
| American International Group, Inc. | 3,761 | $192.1K | 0.00% | +822+28.0% | Added |
| Banque Cantonale Vaudoise | 3,593 | $184.0K | 0.01% | 00.0% | Unchanged |
| EMC Capital Management | 8,877 | $181.0K | 0.37% | +6,877+343.8% | Added |
| Castleview Partners, LLC | 3,520 | $179.8K | 0.16% | +1,000+39.7% | Added |
| Twin Lakes Capital Management, LLC | 3,303 | $168.8K | 0.12% | 00.0% | Unchanged |
| Spire Wealth Management | 3,277 | $167.4K | 0.01% | −1,268−27.9% | Reduced |
| Mine & Arao Wealth Creation & Management, LLC. | 3,082 | $157.5K | 0.09% | +250+8.8% | Added |
| Knights of Columbus Asset Advisors LLC | 3,021 | $154.3K | 0.01% | 00.0% | Unchanged |
| Global Trust Asset Management, LLC | 3,014 | $154.0K | 0.07% | +2+0.1% | Added |
| DuPont Capital Management Corp | 2,990 | $152.8K | 0.01% | −340−10.2% | Reduced |
| Signaturefd, LLC | 2,627 | $134.2K | 0.00% | −1,476−36.0% | Reduced |
| Counterpoint Mutual Funds LLC | 2,411 | $123.2K | 0.11% | +571+31.0% | Added |