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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.

Q3 2023 vs. Q2 2023

How the institutions holding DocuSign, Inc. changed between Q2 2023 and Q3 2023.

All holders in Q3 2023All holders in Q2 2023

13F holders of DOCU: Q2 2023 compared with Q3 2023
MeasureQ2 2023Of which not filed for Q3 2023Q3 2023Change
Holders71211665−36
Shares159.2M182.5K150.6M−8.37M (−5.3%)
Value$8.15B$9.32M$6.37B−$1.76B (−21.7%)

11 institutions that held it in Q2 2023 haven't filed for Q3 2023 yet. Not filing isn't selling, so the changes leave them out.

New holders (73)

Institutions that held DocuSign, Inc. at the end of Q3 2023 but not at the end of Q2 2023.

Institutions new to DOCU in Q3 2023
InstitutionSharesValue% of portfolio
Contrarius Investment Management Ltd1,386,846$58.2M3.27%
Grimes & Company, Inc.286,831$12.0M0.47%
Granite Bay Wealth Management, LLC230,000$11.3M0.11%
Seven Eight Capital, LP222,732$9.35M1.09%
Caxton Associates LP200,000$8.40M1.18%
Syon Capital LLC100,000$4.20M0.52%
Sanders Morris Harris LLC92,440$3.85M0.79%
Cinctive Capital Management LP84,637$3.55M0.20%
Pictet Asset Management Holding SA81,491$3.42M0.00%
Walleye Capital LLC78,325$3.29M0.05%
Gilman Hill Asset Management, LLC75,291$3.16M0.63%
Pinpoint Asset Management Ltd54,354$2.28M0.53%
HAP Trading, LLC53,610$2.25M0.56%
Mackenzie Financial Corp48,209$2.00M0.00%
Twin Tree Management, LP42,889$1.80M0.06%
HRT Financial LP41,474$1.74M0.02%
Duality Advisers, LP40,150$1.69M0.20%
Warren Averett Asset Management, LLC38,882$1.63M0.07%
Rathbone Brothers plc35,997$1.51M0.01%
Destiny Capital Securities Corporation28,243$1.19M0.96%
Edgestream Partners, L.P.27,290$1.15M0.09%
Summit Global Investments26,507$1.11M0.07%
Schonfeld Strategic Advisors LLC24,307$1.02M0.01%
Executive Wealth Management, LLC23,809$1.00M0.10%
Dark Forest Capital Management LP22,165$930.9K0.08%
Polianta Ltd21,300$894.0K0.44%
C2C Wealth Management, LLC20,795$866.1K0.12%
Landscape Capital Management, L.L.C.15,276$641.6K0.08%
Occudo Quantitative Strategies LP13,363$561.2K0.07%
PEAK6 Investments LLC11,690$491.0K0.02%
Eagle Harbor Asset Management Inc11,069$464.9K0.61%
Linden Thomas Advisory Services, LLC10,859$456.1K0.10%
Stansberry Asset Management, LLC10,840$455.3K0.08%
GraniteShares Advisors LLC8,954$376.1K0.35%
Jefferies Financial Group Inc.8,852$371.8K0.01%
Nebula Research & Development LLC8,746$367.3K0.19%
Wealth Enhancement Advisory Services, LLC8,315$349.2K0.00%
Comerica Bank8,303$348.7K0.00%
Gilbert & Cook, Inc.7,893$331.5K0.05%
Machina Capital S.A.S.7,379$309.9K0.17%
Asahi Life Asset Management Co., Ltd.6,770$284.3K0.10%
Strategic Advocates LLC6,604$277.4K0.13%
NinePointTwo Capital6,323$265.0K0.11%
Diversified Trust Co6,285$264.0K0.01%
Vident Advisory, LLC5,788$243.1K0.01%
Advisory Resource Group5,668$238.1K0.06%
Brevan Howard Capital Management LP5,431$228.1K0.07%
Prelude Capital Management, LLC5,246$220.3K0.02%
Stratos Wealth Partners, LTD.5,239$220.0K0.00%
Easterly Investment Partners LLC5,001$210.0K0.02%
Capula Management Ltd4,900$205.8K0.01%
Winton Group Ltd4,792$201.3K0.02%
Kapitalo Investimentos Ltda4,516$189.7K0.03%
XY Capital Ltd4,164$174.9K0.16%
PGGM Investments3,659$154.0K0.00%
ING Groep NV2,380$100.0K0.00%
BluePath Capital Management, LLC762$32.0K0.03%
NBC Securities, Inc.296$12.0K0.00%
Headinvest, LLC279$11.6K0.00%
Activest Wealth Management269$11.3K0.01%
Headlands Technologies LLC227$9.53K0.00%
Householder Group Estate & Retirement Specialist, LLC207$8.69K0.00%
Hartford Financial Management Inc.97$4.07K0.00%
Flaharty Asset Management, LLC74$3.11K0.00%
Jamison Private Wealth Management, Inc.73$3.07K0.00%
Capital Analysts, LLC60$3.00K0.00%
Hazlett, Burt & Watson, Inc.22$1.00K0.00%
Authentikos Wealth Advisory, LLC19$7980.00%
Impact Partnership Wealth, LLC14$5680.00%
Your Advocates Ltd., LLP5$2100.00%
DHJJ Financial Advisors, Ltd.2$840.00%
Avion Wealth23$00.00%
Steward Financial Group LLC6$00.00%

Sold out (109)

Institutions that held DocuSign, Inc. at the end of Q2 2023 and filed for Q3 2023 without it.

Showing the largest 100 of 109 by value.

Institutions that sold out of DOCU in Q3 2023
InstitutionShares, Q2 2023Value, Q2 2023
Coatue Management LLCSuperinvestorCoatue Management1,096,316$56.0M
Cota Capital Management, LLC221,914$11.3M
Andra AP-fonden208,700$10.7M
TB Alternative Assets Ltd.101,700$5.20M
Bayesian Capital Management, LP76,063$3.89M
Natixis Advisors, L.P.48,252$2.46M
Tocqueville Asset Management L.P.45,122$2.31M
FDx Advisors, Inc.43,397$2.22M
Mizuho Markets Americas LLC43,131$2.20M
CIBC Private Wealth Group, LLC37,107$1.90M
Meeder Asset Management Inc36,449$1.86M
Stephens Inc34,300$1.75M
V Wealth Advisors LLC33,269$1.70M
Portside Wealth Group, LLC30,748$1.57M
CWM Advisors, LLC30,013$1.53M
Westwood Holdings Group Inc.28,131$1.44M
Brinker Capital Investments, LLC27,363$1.40M
Orion Portfolio Solutions, LLC27,363$1.40M
Atria Investments LLC25,564$1.31M
Vestmark Advisory Solutions, Inc.24,088$1.23M
Ergoteles LLC22,433$1.15M
Icon Wealth Partners, LLC21,072$1.08M
Weiss Multi-Strategy Advisers LLC20,000$1.02M
Hood River Capital Management LLC19,471$995.0K
Cipher Capital LP19,007$971.1K
AustralianSuper Pty Ltd18,441$942.2K
Greatmark Investment Partners, Inc.17,500$894.1K
Oak Thistle LLC15,821$808.3K
Alliance Wealth Advisors, LLC15,487$791.2K
Baker Tilly Wealth Management, LLC15,163$774.7K
Quadrature Capital Ltd14,623$746.9K
Hamilton Lane Advisors LLC14,565$744.1K
Public Sector Pension Investment Board12,474$637.3K
DFPG Investments, LLC10,528$570.4K
Mutual Advisors, LLC10,779$550.7K
Waycross Investment Management Co10,627$542.9K
Keebeck Alpha, LP10,293$525.9K
NewEdge Wealth, LLC10,090$515.5K
Wealthfront Advisers LLC9,654$493.2K
Wrapmanager Inc8,852$452.2K
Canandaigua National Bank & Trust Co8,399$429.1K
Schechter Investment Advisors, LLC7,505$383.4K
Teza Capital Management LLC6,803$347.6K
Snowden Capital Advisors LLC6,660$340.3K
Vident Investment Advisory, LLC6,573$335.8K
WSFS Capital Management, LLC6,491$331.6K
Gladstone Institutional Advisory LLC6,359$324.9K
Jump Financial, LLC6,118$312.6K
Meridian Wealth Management, LLC6,062$309.7K
Symmetry Peak Management LLC6,000$306.5K
Boothbay Fund Management, LLC5,809$296.8K
Personal Cfo Solutions, LLC5,801$296.4K
Donoghue Forlines LLC5,609$286.6K
Quantamental Technologies LLC5,570$284.6K
Cynosure Management, LLC5,391$275.4K
Vinva Investment Management Ltd5,297$271.3K
Unio Capital LLC5,210$266.2K
Prospera Financial Services Inc5,148$263.0K
RBF Capital, LLC5,000$255.4K
Ethic Inc.4,978$254.3K
Financial Partners Group, Inc4,871$249.6K
Wetherby Asset Management Inc4,717$241.0K
1776 Wealth LLC4,699$240.1K
Ossiam4,588$234.4K
LaFleur & Godfrey LLC4,509$230.4K
Sovereign Financial Group, Inc.4,477$228.7K
Griffin Asset Management, Inc.4,450$227.3K
Valeo Financial Advisors, LLC4,325$221.0K
Brandywine Managers, LLC4,211$215.1K
Siemens Fonds Invest GmbH4,153$211.1K
Purus Wealth Management, LLC4,057$207.3K
Wallace Capital Management Inc.4,000$204.4K
IHT Wealth Management, LLC3,983$203.5K
Kingsview Wealth Management, LLC3,953$202.0K
DuPont Capital Management Corp2,990$152.8K
Compagnie Lombard Odier SCmA1,800$92.0K
ICA Group Wealth Management, LLC1,231$62.9K
Pin Oak Investment Advisors Inc369$19.0K
Brown, Lisle/Cummings, Inc.350$17.9K
Cambridge Trust Co300$15.3K
CVA Family Office, LLC267$13.6K
Riverview Trust Co254$13.0K
WealthPLAN Partners, LLC168$8.58K
DB Wealth Management Group, LLC158$8.07K
Tilia Fiduciary Partners, Inc.145$7.41K
Front Row Advisors LLC115$6.00K
VisionPoint Advisory Group, LLC99$5.06K
Safeguard Financial, LLC100$5.00K
Tucker Asset Management LLC90$4.60K
American National Bank88$4.50K
Benjamin Edwards Inc64$3.00K
Studio Investment Management LLC35$1.79K
Northwest Capital Management Inc29$1.48K
Creative Financial Designs Inc27$1.38K
Carmichael Hill & Associates, Inc.25$1.28K
CGC Financial Services, LLC21$1.07K
Clearview Wealth Advisors LLC20$1.02K
TD Ameritrade Investment Management, LLC22$1.00K
Retirement Group, LLC19$971
Rosenberg Matthew Hamilton15$766

Not filed for Q3 2023 yet (11)

Institutions that held DocuSign, Inc. at the end of Q2 2023 and haven't filed a 13F for Q3 2023. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding DOCU in Q2 2023 that haven't filed for Q3 2023
InstitutionShares, Q2 2023Value, Q2 2023
Pictet Asset Management SA78,780$4.02M
EA Series Trust36,140$1.85M
PFS Investments Inc.34,761$1.78M
Destiny Capital Corp28,243$1.44M
Silverhawk Asset Management, LLC4,240$216.6K
BDO Wealth Advisors, LLC158$8.07K
First Capital Advisors Group, LLC.87$4.45K
Kistler-Tiffany Companies, LLC34$1.74K
Piershale Financial Group, Inc.25$1.28K
BerganKDV Wealth Management, LLC21$1.07K
Coastal Capital Group, Inc.5$255