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 |
|---|---|---|---|---|---|
| Horan Securities, Inc. | 4 | $219 | 0.00% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 3 | $153 | 0.00% | 00.0% | Unchanged |
| St Germain D J Co Inc | 2 | $102 | 0.00% | +2 | New |
| Sofos Investments, Inc. | 51 | $96 | 0.00% | +51 | New |
| True Wealth Design, LLC | 1 | $52 | 0.00% | −60−98.4% | Reduced |
| Evermay Wealth Management LLC | 1 | $52 | 0.00% | 00.0% | Unchanged |
| O'Dell Group, LLC | 1 | $52 | 0.00% | +1 | New |
| Aspire Private Capital, LLC | 1 | $51 | 0.00% | −95−99.0% | Reduced |
| Gordian Capital Singapore Pte Ltd | 1 | $51 | 0.00% | 00.0% | Unchanged |
| Fiduciary Alliance LLC | 1 | $51 | 0.00% | +1 | New |
| Foster Dykema Cabot & Co Inc | 5 | $0 | 0.00% | 00.0% | Unchanged |
| HBC Financial Services, PLLC | 10 | $0 | 0.00% | 00.0% | Unchanged |
| Optimus Prime Fund Management Co., Ltd. | 0 | $0 | 0.00% | −445,600−100.0% | Sold out |
| Scout Investments, Inc. | 0 | $0 | 0.00% | −335,496−100.0% | Sold out |
| KCL Capital, L.P. | 0 | $0 | 0.00% | −225,000−100.0% | Sold out |
| Twin Tree Management, LP | 0 | $0 | 0.00% | −199,202−100.0% | Sold out |
| Susquehanna Fundamental Investments, LLC | 0 | $0 | 0.00% | −160,354−100.0% | Sold out |
| Tudor Investment Corp Et Al | 0 | $0 | 0.00% | −125,820−100.0% | Sold out |
| Zacks Investment Management | 0 | $0 | 0.00% | −114,039−100.0% | Sold out |
| Stanley-Laman Group, Ltd. | 0 | $0 | 0.00% | −73,955−100.0% | Sold out |
| Pinpoint Asset Management Ltd | 0 | $0 | 0.00% | −54,354−100.0% | Sold out |
| Landscape Capital Management, L.L.C. | 0 | $0 | 0.00% | −53,112−100.0% | Sold out |
| Morgens Waterfall Vintiadis & Co Inc | 0 | $0 | 0.00% | −49,900−100.0% | Sold out |
| Candriam Luxembourg S.C.A. | 0 | $0 | 0.00% | −53,187−100.0% | Sold out |
| Mizuho Markets Cayman LP | 0 | $0 | 0.00% | −43,131−100.0% | Sold out |
| PGGM Investments | 0 | $0 | 0.00% | −42,806−100.0% | Sold out |
| Seven Eight Capital, LP | 0 | $0 | 0.00% | −28,794−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −23,336−100.0% | Sold out |
| Bank of Nova Scotia | 0 | $0 | 0.00% | −21,981−100.0% | Sold out |
| Financial Consulate, Inc | 0 | $0 | 0.00% | −15,882−100.0% | Sold out |
| XXEC, Inc. | 0 | $0 | 0.00% | −14,775−100.0% | Sold out |
| World Equity Group, Inc. | 0 | $0 | 0.00% | −48,792−100.0% | Sold out |
| PEAK6 Investments LLC | 0 | $0 | 0.00% | −14,636−100.0% | Sold out |
| Axq Capital, LP | 0 | $0 | 0.00% | −14,257−100.0% | Sold out |
| Friedenthal Financial | 0 | $0 | 0.00% | −12,029−100.0% | Sold out |
| Fishman Jay A Ltd | 0 | $0 | 0.00% | −10,425−100.0% | Sold out |
| Monetta Financial Services Inc | 0 | $0 | 0.00% | −10,000−100.0% | Sold out |
| China Universal Asset Management Co., Ltd. | 0 | $0 | 0.00% | −10,000−100.0% | Sold out |
| Mackenzie Financial Corp | 0 | $0 | 0.00% | −8,963−100.0% | Sold out |
| CIBC World Markets Inc. | 0 | $0 | 0.00% | −7,652−100.0% | Sold out |
| Foundations Investment Advisors, LLC | 0 | $0 | 0.00% | −6,838−100.0% | Sold out |
| Compass Financial Advisors LLC | 0 | $0 | 0.00% | −5,824−100.0% | Sold out |
| Arden Trust Co | 0 | $0 | 0.00% | −5,601−100.0% | Sold out |
| Capital Investment Advisory Services, LLC | 0 | $0 | 0.00% | −5,130−100.0% | Sold out |
| Brown Advisory Inc | 0 | $0 | 0.00% | −5,084−100.0% | Sold out |
| Stansberry Asset Management, LLC | 0 | $0 | 0.00% | −5,020−100.0% | Sold out |
| Two Sigma Securities, LLC | 0 | $0 | 0.00% | −4,918−100.0% | Sold out |
| Veriti Management LLC | 0 | $0 | 0.00% | −4,784−100.0% | Sold out |
| Keybank National Association | 0 | $0 | 0.00% | −4,717−100.0% | Sold out |
| Pzena Investment Management LLC | 0 | $0 | 0.00% | −4,697−100.0% | Sold out |
| Schonfeld Strategic Advisors LLC | 0 | $0 | 0.00% | −4,668−100.0% | Sold out |
| Qsemble Capital Management, LP | 0 | $0 | 0.00% | −4,600−100.0% | Sold out |
| Northeast Financial Consultants Inc | 0 | $0 | 0.00% | −4,390−100.0% | Sold out |
| Qtron Investments LLC | 0 | $0 | 0.00% | −4,298−100.0% | Sold out |
| Boston Private Wealth LLC | 0 | $0 | 0.00% | −4,253−100.0% | Sold out |
| J.W. Cole Advisors, Inc. | 0 | $0 | 0.00% | −4,251−100.0% | Sold out |
| AM Squared Ltd | 0 | $0 | 0.00% | −4,200−100.0% | Sold out |
| Sciencast Management LP | 0 | $0 | 0.00% | −4,939−100.0% | Sold out |
| Granite Bay Wealth Management, LLC | 0 | $0 | 0.00% | −4,100−100.0% | Sold out |
| Modus Advisors, LLC | 0 | $0 | 0.00% | −4,013−100.0% | Sold out |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −3,987−100.0% | Sold out |
| Clear Creek Financial Management, LLC | 0 | $0 | 0.00% | −3,984−100.0% | Sold out |
| Clarus Group, Inc. | 0 | $0 | 0.00% | −3,898−100.0% | Sold out |
| Lincoln National Corp | 0 | $0 | 0.00% | −3,893−100.0% | Sold out |
| Hudock, Inc. | 0 | $0 | 0.00% | −3,863−100.0% | Sold out |
| Graypoint LLC | 0 | $0 | 0.00% | −3,857−100.0% | Sold out |
| DMG Group, LLC | 0 | $0 | 0.00% | −3,778−100.0% | Sold out |
| IVC Wealth Advisors LLC | 0 | $0 | 0.00% | −3,753−100.0% | Sold out |
| Cantor Fitzgerald, L. P. | 0 | $0 | 0.00% | −3,750−100.0% | Sold out |
| Metis Global Partners, LLC | 0 | $0 | 0.00% | −3,657−100.0% | Sold out |
| Bryn Mawr Trust Co | 0 | $0 | 0.00% | −3,650−100.0% | Sold out |
| Mitchell McLeod Pugh & Williams Inc | 0 | $0 | 0.00% | −3,571−100.0% | Sold out |
| Palogic Value Management, L.P. | 0 | $0 | 0.00% | −3,555−100.0% | Sold out |
| Camden Capital, LLC | 0 | $0 | 0.00% | −3,551−100.0% | Sold out |
| Tectonic Advisors LLC | 0 | $0 | 0.00% | −3,544−100.0% | Sold out |
| Burton Enright Welch | 0 | $0 | 0.00% | −3,499−100.0% | Sold out |
| Synergy Financial Group, LTD | 0 | $0 | 0.00% | −3,489−100.0% | Sold out |
| Focus Financial Network, Inc. | 0 | $0 | 0.00% | −3,481−100.0% | Sold out |
| Kapstone Financial Advisors LLC | 0 | $0 | 0.00% | −3,593−100.0% | Sold out |
| Point72 Asset Management, L.P. | 0 | $0 | 0.00% | −3,026−100.0% | Sold out |
| Machina Capital S.A.S. | 0 | $0 | 0.00% | −2,900−100.0% | Sold out |
| Belpointe Asset Management LLC | 0 | $0 | 0.00% | −1,470−100.0% | Sold out |
| Anchor Investment Management, LLC | 0 | $0 | 0.00% | −1,000−100.0% | Sold out |
| West Branch Capital LLC | 0 | $0 | 0.00% | −1,000−100.0% | Sold out |
| Harvest Fund Management Co., Ltd | 0 | $0 | 0.00% | −875−100.0% | Sold out |
| Ellevest, Inc. | 0 | $0 | 0.00% | −632−100.0% | Sold out |
| First Manhattan Co | 0 | $0 | 0.00% | −625−100.0% | Sold out |
| City Holding Co | 0 | $0 | 0.00% | −568−100.0% | Sold out |
| Edge Capital Group, LLC | 0 | $0 | 0.00% | −408−100.0% | Sold out |
| TCI Wealth Advisors, Inc. | 0 | $0 | 0.00% | −315−100.0% | Sold out |
| Activest Wealth Management | 0 | $0 | 0.00% | −229−100.0% | Sold out |
| Crewe Advisors LLC | 0 | $0 | 0.00% | −199−100.0% | Sold out |
| Jones Financial Companies LLLP | 0 | $0 | 0.00% | −129−100.0% | Sold out |
| Archer Investment Corp | 0 | $0 | 0.00% | −110−100.0% | Sold out |
| HighMark Wealth Management LLC | 0 | $0 | 0.00% | −74−100.0% | Sold out |
| BBJS Financial Advisors, LLC | 0 | $0 | 0.00% | −66−100.0% | Sold out |
| National Pension Service | 0 | $0 | 0.00% | −53−100.0% | Sold out |
| Costello Asset Management, INC | 0 | $0 | 0.00% | −50−100.0% | Sold out |
| Atticus Wealth Management, LLC | 0 | $0 | 0.00% | −43−100.0% | Sold out |
| SOA Wealth Advisors, LLC. | 0 | $0 | 0.00% | −36−100.0% | Sold out |