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 |
|---|---|---|---|---|---|
| Cary Street Partner Investment Advisory LLC | 2,230 | $113.9K | 0.01% | 00.0% | Unchanged |
| Ostrum Asset Management | 2,121 | $108.4K | 0.01% | +10.0% | Added |
| Gleason Group, Inc. | 1,856 | $94.8K | 0.02% | 00.0% | Unchanged |
| Compagnie Lombard Odier SCmA | 1,800 | $92.0K | 0.00% | +1,800 | New |
| Gradient Investments LLC | 1,653 | $84.5K | 0.00% | +810+96.1% | Added |
| City State Bank | 1,624 | $83.0K | 0.04% | 00.0% | Unchanged |
| Pacer Advisors, Inc. | 1,574 | $80.4K | 0.00% | +1,574 | New |
| Osterweis Capital Management Inc | 1,500 | $76.6K | 0.01% | +1,500 | New |
| Whittier Trust Co of Nevada Inc | 1,470 | $75.1K | 0.00% | −207−12.3% | Reduced |
| CNB Bank | 1,452 | $74.2K | 0.04% | −432−22.9% | Reduced |
| UniSuper Management Pty Ltd | 1,400 | $71.5K | 0.00% | +1,400 | New |
| Sunbelt Securities, Inc. | 1,398 | $71.4K | 0.01% | +609+77.2% | Added |
| Tortoise Investment Management, LLC | 1,312 | $67.0K | 0.01% | 00.0% | Unchanged |
| Allspring Global Investments Holdings, LLC | 1,289 | $65.9K | 0.00% | −9,634−88.2% | Reduced |
| V-Square Quantitative Management LLC | 1,250 | $63.9K | 0.05% | +1,250 | New |
| ICA Group Wealth Management, LLC | 1,231 | $62.9K | 0.02% | −240−16.3% | Reduced |
| Harbour Investments, Inc. | 1,174 | $60.0K | 0.00% | −55−4.5% | Reduced |
| Wolff Wiese Magana LLC | 1,133 | $57.9K | 0.04% | 00.0% | Unchanged |
| First Pacific Financial | 1,092 | $55.8K | 0.02% | +1,092 | New |
| Tower Research Capital LLC (TRC) | 1,091 | $55.7K | 0.00% | −4,414−80.2% | Reduced |
| Hollencrest Capital Management | 1,090 | $55.7K | 0.01% | −709−39.4% | Reduced |
| Register Financial Advisors LLC | 1,020 | $52.1K | 0.04% | 00.0% | Unchanged |
| Valley National Advisers Inc | 1,010 | $52.0K | 0.01% | −44−4.2% | Reduced |
| Harbor Investment Advisory, LLC | 1,017 | $52.0K | 0.01% | +7+0.7% | Added |
| Plante Moran Financial Advisors, LLC | 1,000 | $51.1K | 0.01% | 00.0% | Unchanged |
| Caz Investments LP | 1,000 | $51.0K | 0.14% | 00.0% | Unchanged |
| Umb Bank N A | 994 | $50.8K | 0.00% | −225−18.5% | Reduced |
| Financial Perspectives, Inc | 981 | $50.1K | 0.02% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 950 | $48.5K | 0.03% | 00.0% | Unchanged |
| Coppell Advisory Solutions LLC | 919 | $47.1K | 0.01% | +919 | New |
| Migdal Insurance & Financial Holdings Ltd. | 907 | $46.0K | 0.00% | −921−50.4% | Reduced |
| Whittier Trust Co | 899 | $45.9K | 0.00% | 00.0% | Unchanged |
| ORG Partners LLC | 888 | $45.2K | 0.01% | +888 | New |
| IFP Advisors, Inc | 883 | $44.3K | 0.00% | −30−3.3% | Reduced |
| Horizon Investments, LLC | 862 | $44.0K | 0.00% | +249+40.6% | Added |
| Nemes Rush Group LLC | 848 | $43.3K | 0.01% | +848 | New |
| Private Trust Co NA | 787 | $40.2K | 0.01% | +203+34.8% | Added |
| Washington Trust Co | 760 | $38.8K | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 721 | $36.8K | 0.01% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 718 | $36.7K | 0.00% | −603,105−99.9% | Reduced |
| Tyler-Stone Wealth Management | 705 | $36.0K | 0.02% | +705 | New |
| C M Bidwell & Associates Ltd | 687 | $35.1K | 0.03% | +87+14.5% | Added |
| Farther Finance Advisors, LLC | 664 | $33.9K | 0.01% | +419+171.0% | Added |
| Rise Advisors, LLC | 646 | $33.0K | 0.03% | −122−15.9% | Reduced |
| Global Retirement Partners, LLC | 637 | $32.5K | 0.00% | −35−5.2% | Reduced |
| Desjardins Global Asset Management Inc. | 614 | $31.4K | 0.00% | +102+19.9% | Added |
| Brown Brothers Harriman & Co | 613 | $31.3K | 0.00% | +550+873.0% | Added |
| Allworth Financial LP | 610 | $31.2K | 0.00% | −390−39.0% | Reduced |
| Lindbrook Capital, LLC | 591 | $30.2K | 0.00% | −76−11.4% | Reduced |
| Versant Capital Management, Inc | 590 | $30.1K | 0.01% | +7+1.2% | Added |
| Capital Advisors, Ltd. LLC | 558 | $29.0K | 0.00% | −8−1.4% | Reduced |
| Performa Ltd (US), LLC | 550 | $28.1K | 0.01% | −75−12.0% | Reduced |
| Manchester Capital Management LLC | 548 | $28.0K | 0.00% | +4+0.7% | Added |
| Parkside Financial Bank & Trust | 526 | $26.9K | 0.01% | −15−2.8% | Reduced |
| KB Financial Partners, LLC | 505 | $26.0K | 0.01% | +91+22.0% | Added |
| Ancora Advisors, LLC | 506 | $25.9K | 0.00% | −225−30.8% | Reduced |
| FNY Investment Advisers, LLC | 500 | $25.0K | 0.03% | +500 | New |
| Harel Insurance Investments & Financial Services Ltd. | 457 | $23.0K | 0.00% | −32−6.5% | Reduced |
| Gables Capital Management Inc. | 440 | $22.5K | 0.01% | −435−49.7% | Reduced |
| TD Waterhouse Canada Inc. | 410 | $21.8K | 0.00% | −274−40.1% | Reduced |
| North Star Investment Management Corp. | 406 | $20.7K | 0.00% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 403 | $20.6K | 0.01% | −2,371−85.5% | Reduced |
| Huntington National Bank | 402 | $20.5K | 0.00% | −15−3.6% | Reduced |
| Glen Eagle Advisors, LLC | 401 | $20.5K | 0.00% | −1,611−80.1% | Reduced |
| Quadrant Capital Group LLC | 400 | $20.4K | 0.00% | −318−44.3% | Reduced |
| Pin Oak Investment Advisors Inc | 369 | $19.0K | 0.02% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 370 | $18.9K | 0.00% | +80+27.6% | Added |
| Institutional & Family Asset Management, LLC | 365 | $18.6K | 0.00% | −7−1.9% | Reduced |
| Quarry LP | 359 | $18.3K | 0.01% | −378−51.3% | Reduced |
| Covestor Ltd | 356 | $18.0K | 0.01% | +152+74.5% | Added |
| Brown, Lisle/Cummings, Inc. | 350 | $17.9K | 0.01% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 343 | $17.0K | 0.00% | −187,987−99.8% | Reduced |
| GPS Wealth Strategies Group, LLC | 330 | $16.9K | 0.00% | −133−28.7% | Reduced |
| Larson Financial Group LLC | 327 | $16.7K | 0.00% | −69−17.4% | Reduced |
| Macroview Investment Management LLC | 319 | $16.3K | 0.03% | +224+235.8% | Added |
| Cambridge Trust Co | 300 | $15.3K | 0.00% | 00.0% | Unchanged |
| Livforsakringsbolaget Skandia, Omsesidigt | 300 | $15.3K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 285 | $15.0K | 0.00% | −50−14.9% | Reduced |
| Clear Street Markets LLC | 300 | $15.0K | 0.01% | +300 | New |
| Ci Investments Inc. | 282 | $14.0K | 0.00% | −241−46.1% | Reduced |
| Quent Capital, LLC | 273 | $13.9K | 0.00% | −17−5.9% | Reduced |
| CVA Family Office, LLC | 267 | $13.6K | 0.00% | −58−17.8% | Reduced |
| Riverview Trust Co | 254 | $13.0K | 0.01% | 00.0% | Unchanged |
| Adirondack Trust Co | 235 | $12.6K | 0.01% | 00.0% | Unchanged |
| PSI Advisors, LLC | 239 | $12.2K | 0.01% | 00.0% | Unchanged |
| Rocky Mountain Advisers, LLC | 200 | $11.7K | 0.01% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 225 | $11.5K | 0.00% | +149+196.1% | Added |
| Strategic Investment Solutions, Inc. | 200 | $11.4K | 0.00% | 00.0% | Unchanged |
| CarsonAllaria Wealth Management, Ltd. | 223 | $11.4K | 0.01% | −3−1.3% | Reduced |
| Cedar Wealth Management, LLC | 214 | $10.9K | 0.00% | 00.0% | Unchanged |
| Tfo-TDC, LLC | 209 | $10.7K | 0.00% | +209 | New |
| Silicon Valley Capital Partners | 204 | $10.4K | 0.00% | +204 | New |
| Montag A & Associates Inc | 200 | $10.2K | 0.00% | −650−76.5% | Reduced |
| HM Payson & Co | 200 | $10.2K | 0.00% | 00.0% | Unchanged |
| Optimum Investment Advisors | 200 | $10.2K | 0.01% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 193 | $9.86K | 0.00% | +74+62.2% | Added |
| Tradewinds Capital Management, LLC | 190 | $9.71K | 0.00% | 00.0% | Unchanged |
| GoalVest Advisory LLC | 181 | $9.25K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 179 | $9.15K | 0.00% | −109−37.8% | Reduced |
| Proequities, Inc. | 179 | $9.14K | 0.00% | 00.0% | Unchanged |