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, 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.
| 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.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Proequities, Inc. | 179 | $7.52K | 0.00% | 00.0% | Unchanged |
| GoalVest Advisory LLC | 181 | $7.60K | 0.00% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 190 | $7.98K | 0.00% | 00.0% | Unchanged |
| CarsonAllaria Wealth Management, Ltd. | 192 | $8.06K | 0.01% | −31−13.9% | Reduced |
| Salem Investment Counselors Inc | 193 | $8.11K | 0.00% | 00.0% | Unchanged |
| Rocky Mountain Advisers, LLC | 200 | $8.40K | 0.00% | 00.0% | Unchanged |
| Montag A & Associates Inc | 200 | $8.40K | 0.00% | 00.0% | Unchanged |
| HM Payson & Co | 200 | $8.40K | 0.00% | 00.0% | Unchanged |
| Optimum Investment Advisors | 200 | $8.40K | 0.00% | 00.0% | Unchanged |
| Silicon Valley Capital Partners | 204 | $8.57K | 0.00% | 00.0% | Unchanged |
| Householder Group Estate & Retirement Specialist, LLC | 207 | $8.69K | 0.00% | +207 | New |
| Cedar Wealth Management, LLC | 214 | $8.99K | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 220 | $9.24K | 0.00% | −150−40.5% | Reduced |
| Headlands Technologies LLC | 227 | $9.53K | 0.00% | +227 | New |
| Adirondack Trust Co | 235 | $9.87K | 0.00% | 00.0% | Unchanged |
| PSI Advisors, LLC | 239 | $10.0K | 0.00% | 00.0% | Unchanged |
| Stonebridge Capital Advisors LLC | 243 | $10.2K | 0.00% | +68+38.9% | Added |
| Bessemer Group Inc | 258 | $11.0K | 0.00% | −27−9.5% | Reduced |
| Tfo-TDC, LLC | 216 | $11.0K | 0.00% | +7+3.3% | Added |
| Activest Wealth Management | 269 | $11.3K | 0.01% | +269 | New |
| GPS Wealth Strategies Group, LLC | 271 | $11.4K | 0.00% | −59−17.9% | Reduced |
| Quent Capital, LLC | 273 | $11.5K | 0.00% | 00.0% | Unchanged |
| Headinvest, LLC | 279 | $11.6K | 0.00% | +279 | New |
| NBC Securities, Inc. | 296 | $12.0K | 0.00% | +296 | New |
| Livforsakringsbolaget Skandia, Omsesidigt | 300 | $12.6K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 302 | $12.7K | 0.00% | +175+137.8% | Added |
| Macroview Investment Management LLC | 304 | $12.8K | 0.02% | −15−4.7% | Reduced |
| Glen Eagle Advisors, LLC | 308 | $12.9K | 0.00% | −93−23.2% | Reduced |
| Ci Investments Inc. | 307 | $13.0K | 0.00% | +25+8.9% | Added |
| Larson Financial Group LLC | 349 | $14.7K | 0.00% | +22+6.7% | Added |
| Institutional & Family Asset Management, LLC | 365 | $15.3K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 363 | $16.0K | 0.01% | +7+2.0% | Added |
| WR Wealth Planners, LLC | 387 | $16.3K | 0.01% | −16−4.0% | Reduced |
| Harel Insurance Investments & Financial Services Ltd. | 416 | $17.0K | 0.00% | −41−9.0% | Reduced |
| North Star Investment Management Corp. | 406 | $17.1K | 0.00% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 410 | $17.9K | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 431 | $18.1K | 0.00% | −75−14.8% | Reduced |
| Quarry LP | 435 | $18.3K | 0.01% | +76+21.2% | Added |
| Huntington National Bank | 442 | $18.6K | 0.00% | +40+10.0% | Added |
| Allworth Financial LP | 478 | $20.1K | 0.00% | −132−21.6% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 485 | $20.4K | 0.00% | −233−32.5% | Reduced |
| KB Financial Partners, LLC | 505 | $21.0K | 0.01% | 00.0% | Unchanged |
| Clear Street Markets LLC | 505 | $21.0K | 0.01% | +205+68.3% | Added |
| Versant Capital Management, Inc | 522 | $21.9K | 0.01% | −68−11.5% | Reduced |
| Rise Advisors, LLC | 546 | $22.9K | 0.02% | −100−15.5% | Reduced |
| Capital Advisors, Ltd. LLC | 558 | $23.0K | 0.00% | 00.0% | Unchanged |
| West Tower Group, LLC | 573 | $24.1K | 0.01% | +442+337.4% | Added |
| Desjardins Global Asset Management Inc. | 602 | $25.3K | 0.00% | −12−2.0% | Reduced |
| Umb Bank N A | 608 | $25.5K | 0.00% | −386−38.8% | Reduced |
| Global Retirement Partners, LLC | 639 | $26.5K | 0.00% | +2+0.3% | Added |
| Tyler-Stone Wealth Management | 655 | $28.0K | 0.02% | −50−7.1% | Reduced |
| C M Bidwell & Associates Ltd | 682 | $28.6K | 0.02% | −5−0.7% | Reduced |
| Whittier Trust Co | 726 | $30.5K | 0.00% | −173−19.2% | Reduced |
| Washington Trust Co | 760 | $31.9K | 0.00% | 00.0% | Unchanged |
| BluePath Capital Management, LLC | 762 | $32.0K | 0.03% | +762 | New |
| IFP Advisors, Inc | 764 | $32.1K | 0.00% | −119−13.5% | Reduced |
| Lindbrook Capital, LLC | 784 | $32.9K | 0.00% | +193+32.7% | Added |
| Private Trust Co NA | 787 | $33.1K | 0.00% | 00.0% | Unchanged |
| Migdal Insurance & Financial Holdings Ltd. | 799 | $34.0K | 0.00% | −108−11.9% | Reduced |
| Performa Ltd (US), LLC | 825 | $34.6K | 0.02% | +275+50.0% | Added |
| Beacon Capital Management, LLC | 721 | $36.8K | 0.01% | 00.0% | Unchanged |
| Grove Bank & Trust | 899 | $37.8K | 0.01% | −7,490−89.3% | Reduced |
| Horizon Investments, LLC | 929 | $39.0K | 0.00% | +67+7.8% | Added |
| Sittner & Nelson, LLC | 950 | $39.9K | 0.02% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 973 | $40.9K | 0.03% | −160−14.1% | Reduced |
| Financial Perspectives, Inc | 981 | $41.2K | 0.02% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 1,000 | $42.0K | 0.01% | 00.0% | Unchanged |
| Caz Investments LP | 1,000 | $42.0K | 0.12% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 1,010 | $42.4K | 0.01% | −7−0.7% | Reduced |
| Register Financial Advisors LLC | 1,020 | $42.8K | 0.03% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 1,061 | $45.0K | 0.00% | −145,237−99.3% | Reduced |
| Hollencrest Capital Management | 1,090 | $45.8K | 0.01% | 00.0% | Unchanged |
| First Pacific Financial | 1,092 | $45.9K | 0.02% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 1,113 | $46.7K | 0.00% | −61−5.2% | Reduced |
| Farther Finance Advisors, LLC | 1,182 | $49.6K | 0.01% | +518+78.0% | Added |
| Tortoise Investment Management, LLC | 1,312 | $55.1K | 0.01% | 00.0% | Unchanged |
| V-Square Quantitative Management LLC | 1,324 | $55.6K | 0.02% | +74+5.9% | Added |
| CNB Bank | 1,334 | $56.0K | 0.03% | −118−8.1% | Reduced |
| UniSuper Management Pty Ltd | 1,400 | $58.8K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 1,470 | $61.7K | 0.00% | 00.0% | Unchanged |
| Osterweis Capital Management Inc | 1,500 | $63.0K | 0.00% | 00.0% | Unchanged |
| City State Bank | 1,624 | $68.0K | 0.04% | 00.0% | Unchanged |
| Pacer Advisors, Inc. | 1,636 | $68.7K | 0.00% | +62+3.9% | Added |
| Gradient Investments LLC | 1,653 | $69.4K | 0.00% | 00.0% | Unchanged |
| Baker Avenue Asset Management, LP | 1,737 | $72.9K | 0.00% | −19,291−91.7% | Reduced |
| Gleason Group, Inc. | 1,855 | $77.9K | 0.02% | −1−0.1% | Reduced |
| Ostrum Asset Management | 2,107 | $88.5K | 0.01% | −14−0.7% | Reduced |
| Signaturefd, LLC | 2,300 | $96.6K | 0.00% | −327−12.4% | Reduced |
| ING Groep NV | 2,380 | $100.0K | 0.00% | +2,380 | New |
| Loomis Sayles & Co L P | 2,681 | $113.0K | 0.00% | −3,244−54.8% | Reduced |
| Mine & Arao Wealth Creation & Management, LLC. | 2,732 | $114.7K | 0.07% | −350−11.4% | Reduced |
| Cary Street Partner Investment Advisory LLC | 2,810 | $118.0K | 0.01% | +580+26.0% | Added |
| Sunbelt Securities, Inc. | 2,968 | $124.7K | 0.02% | +1,570+112.3% | Added |
| Spire Wealth Management | 2,991 | $125.6K | 0.00% | −286−8.7% | Reduced |
| Global Trust Asset Management, LLC | 3,000 | $126.0K | 0.06% | −14−0.5% | Reduced |
| Knights of Columbus Asset Advisors LLC | 3,021 | $126.9K | 0.01% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 3,047 | $128.0K | 0.01% | −729−19.3% | Reduced |
| Nisa Investment Advisors, LLC | 3,200 | $134.4K | 0.00% | −830−20.6% | Reduced |
| Twin Lakes Capital Management, LLC | 3,303 | $138.7K | 0.10% | 00.0% | Unchanged |
| American International Group, Inc. | 3,516 | $147.7K | 0.00% | −245−6.5% | Reduced |