DocuSign, Inc.

DOCU

Exchange: Nasdaq
Industry: Services-Prepackaged Software
SEC CIK: 0001261333

SEC filings (opens in a new tab)

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, Q3 2023

Institutional positions in DocuSign, Inc. as of Sep 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: 665; −36 vs. Q2 2023
Shares held: 150.6M; −8.37M (−5.3%) vs. Q2 2023
Total value: $6.37B; −$1.76B (−21.7%) vs. Q2 2023
New holders: 73; 215 more added
Sold out: 109; 247 more reduced

11 institutions that held it in Q2 2023 haven't filed for Q3 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q2 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.

Institutional holdersQ3 2023: 665 institutions

Value heldQ3 2023: $6.37B

Institutions holding DOCU and their total value by quarter
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, Q3 2023

Shares, value and share of portfolio for each institution holding DocuSign, Inc.; share changes are against Q2 2023.

Institutions holding DOCU in Q3 2023
Institution	Shares	Value	% of portfolio	Change in shares	Action
ClariVest Asset Management LLC	11	$0	0.00%	00.0%	Unchanged
Ronald Blue Trust, Inc.	8	$0	0.00%	−3−27.3%	Reduced
Foster Dykema Cabot & Co Inc	5	$0	0.00%	00.0%	Unchanged
HBC Financial Services, PLLC	10	$0	0.00%	00.0%	Unchanged
Avion Wealth	23	$0	0.00%	+23	New
Steward Financial Group LLC	6	$0	0.00%	+6	New
Gordian Capital Singapore Pte Ltd	1	$42	0.00%	00.0%	Unchanged
St Germain D J Co Inc	2	$84	0.00%	00.0%	Unchanged
True Wealth Design, LLC	2	$84	0.00%	+1+100.0%	Added
DHJJ Financial Advisors, Ltd.	2	$84	0.00%	+2	New
AllSquare Wealth Management LLC	4	$168	0.00%	00.0%	Unchanged
JFS Wealth Advisors, LLC	5	$210	0.00%	−13−72.2%	Reduced
Your Advocates Ltd., LLP	5	$210	0.00%	+5	New
Key Financial Inc	7	$294	0.00%	00.0%	Unchanged
Glass Jacobson Investment Advisors llc	7	$294	0.00%	00.0%	Unchanged
SJS Investment Consulting Inc.	9	$378	0.00%	+1+12.5%	Added
Castleview Partners, LLC	10	$420	0.00%	−3,510−99.7%	Reduced
St. Johns Investment Management Company, LLC	10	$420	0.00%	−37−78.7%	Reduced
Focused Wealth Management, Inc	10	$420	0.00%	00.0%	Unchanged
Maryland Capital Advisors Inc.	10	$420	0.00%	00.0%	Unchanged
MB, Levis & Associates, LLC	10	$420	0.00%	00.0%	Unchanged
Pittenger & Anderson Inc	11	$462	0.00%	00.0%	Unchanged
Fifth Third Bancorp	12	$504	0.00%	−10−45.5%	Reduced
Nalls Sherbakoff Group, LLC	12	$504	0.00%	00.0%	Unchanged
Zions Bancorporation, N.A.	12	$504	0.00%	00.0%	Unchanged
PayPay Securities Corp	12	$504	0.02%	00.0%	Unchanged
Impact Partnership Wealth, LLC	14	$568	0.00%	+14	New
JJJ Advisors Inc.	18	$756	0.00%	00.0%	Unchanged
Solstein Capital, LLC	18	$756	0.00%	00.0%	Unchanged
Authentikos Wealth Advisory, LLC	19	$798	0.00%	+19	New
Raffa Wealth Management, LLC	20	$840	0.00%	00.0%	Unchanged
Sutton Wealth Advisors Inc.	22	$924	0.00%	00.0%	Unchanged
RE Dickinson Investment Advisors, LLC	34	$1.00K	0.00%	00.0%	Unchanged
VitalStone Financial, LLC	20	$1.00K	0.00%	−20−50.0%	Reduced
Hazlett, Burt & Watson, Inc.	22	$1.00K	0.00%	+22	New
Coppell Advisory Solutions LLC	20	$1.11K	0.00%	−899−97.8%	Reduced
Financial Freedom, LLC	30	$1.26K	0.00%	−7−18.9%	Reduced
Lee Financial Co	30	$1.26K	0.00%	00.0%	Unchanged
Cullen/Frost Bankers, Inc.	31	$1.30K	0.00%	00.0%	Unchanged
Westside Investment Management, Inc.	32	$1.34K	0.00%	−37−53.6%	Reduced
Armstrong Advisory Group, Inc	37	$1.55K	0.00%	−14−27.5%	Reduced
Brown Brothers Harriman & Co	39	$1.64K	0.00%	−574−93.6%	Reduced
Oakworth Capital, Inc.	40	$1.68K	0.00%	00.0%	Unchanged
GHP Investment Advisors, Inc.	44	$1.79K	0.00%	+22+100.0%	Added
Asset Dedication, LLC	53	$2.00K	0.00%	−26−32.9%	Reduced
Bartlett & Co. LLC	52	$2.00K	0.00%	00.0%	Unchanged
AlphaMark Advisors, LLC	36	$2.00K	0.00%	00.0%	Unchanged
Massmutual Trust Co FSB	49	$2.06K	0.00%	+1+2.1%	Added
Laurel Wealth Advisors LLC	50	$2.10K	0.00%	00.0%	Unchanged
Bartlett & Co. Wealth Management LLC	52	$2.18K	0.00%	00.0%	Unchanged
Financial Synergies Wealth Advisors, Inc.	53	$2.23K	0.00%	00.0%	Unchanged
First Horizon Advisors, Inc.	53	$2.23K	0.00%	00.0%	Unchanged
Glassman Wealth Services	54	$2.27K	0.00%	−111−67.3%	Reduced
Johnson Midwest Financial, LLC	61	$2.56K	0.01%	00.0%	Unchanged
Core Alternative Capital	61	$2.56K	0.00%	00.0%	Unchanged
Carolinas Wealth Consulting LLC	74	$2.88K	0.00%	00.0%	Unchanged
Valley National Advisers Inc	63	$3.00K	0.00%	−947−93.8%	Reduced
Capital Analysts, LLC	60	$3.00K	0.00%	+60	New
ZRC Wealth Management, LLC	72	$3.02K	0.00%	00.0%	Unchanged
Jamison Private Wealth Management, Inc.	73	$3.07K	0.00%	+73	New
Flaharty Asset Management, LLC	74	$3.11K	0.00%	+74	New
Colonial Trust Co	60	$3.13K	0.00%	−102−63.0%	Reduced
McIlrath & Eck, LLC	75	$3.15K	0.00%	00.0%	Unchanged
Bell Investment Advisors, Inc	76	$3.19K	0.00%	+10+15.2%	Added
SRS Capital Advisors, Inc.	79	$3.32K	0.00%	−100−55.9%	Reduced
Concord Wealth Partners	80	$3.36K	0.00%	+6+8.1%	Added
RFP Financial Group LLC	81	$3.40K	0.00%	00.0%	Unchanged
Earnest Partners LLC	95	$3.99K	0.00%	00.0%	Unchanged
Global Wealth Strategies & Associates	95	$3.99K	0.00%	00.0%	Unchanged
Mendota Financial Group, LLC	95	$3.99K	0.00%	00.0%	Unchanged
FNY Investment Advisers, LLC	100	$4.00K	0.00%	−400−80.0%	Reduced
Hartford Financial Management Inc.	97	$4.07K	0.00%	+97	New
Toth Financial Advisory Corp	100	$4.20K	0.00%	00.0%	Unchanged
Addison Advisors LLC	100	$4.20K	0.00%	00.0%	Unchanged
Nordwand Advisors, LLC	100	$4.20K	0.00%	00.0%	Unchanged
Buck Wealth Strategies, LLC	100	$4.20K	0.00%	00.0%	Unchanged
PFS Partners, LLC	105	$4.41K	0.00%	00.0%	Unchanged
Manchester Capital Management LLC	108	$4.54K	0.00%	−440−80.3%	Reduced
Richard W. Paul & Associates, LLC	115	$4.83K	0.00%	00.0%	Unchanged
AdvisorNet Financial, Inc	119	$5.00K	0.00%	−29−19.6%	Reduced
Financial Management Professionals, Inc.	129	$5.00K	0.00%	00.0%	Unchanged
Psagot Value Holdings Ltd. / (Israel)	113	$5.00K	0.00%	+68+151.1%	Added
Parkside Financial Bank & Trust	128	$5.38K	0.00%	−398−75.7%	Reduced
Antonetti Capital Management LLC	128	$5.38K	0.01%	00.0%	Unchanged
Column Capital Advisors, LLC	139	$5.84K	0.00%	00.0%	Unchanged
IAG Wealth Partners, LLC	140	$5.88K	0.00%	00.0%	Unchanged
Pacifica Partners Inc.	145	$5.95K	0.00%	00.0%	Unchanged
Tradition Wealth Management, LLC	133	$6.00K	0.00%	−8−5.7%	Reduced
Strengthening Families & Communities, LLC	142	$6.00K	0.00%	00.0%	Unchanged
Nemes Rush Group LLC	148	$6.22K	0.00%	−700−82.5%	Reduced
Baystate Wealth Management LLC	150	$6.30K	0.00%	−75−33.3%	Reduced
Clearstead Advisors, LLC	150	$6.30K	0.00%	00.0%	Unchanged
Colonial Trust Advisors	150	$6.30K	0.00%	00.0%	Unchanged
NewSquare Capital LLC	153	$6.43K	0.00%	−5−3.2%	Reduced
ORG Partners LLC	156	$6.55K	0.00%	−732−82.4%	Reduced
Quadrant Capital Group LLC	156	$6.55K	0.00%	−244−61.0%	Reduced
Gables Capital Management Inc.	160	$6.72K	0.00%	−280−63.6%	Reduced
Sandy Spring Bank	162	$6.80K	0.00%	+157+3,140.0%	Added
TSFG, LLC	160	$7.00K	0.00%	00.0%	Unchanged
Ashburton (Jersey) Ltd	133	$7.00K	0.00%	00.0%	Unchanged