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 |
|---|---|---|---|---|---|
| Geneos Wealth Management Inc. | 3,626 | $152.3K | 0.01% | −683−15.9% | Reduced |
| PGGM Investments | 3,659 | $154.0K | 0.00% | +3,659 | New |
| Central Trust Co | 3,925 | $164.8K | 0.00% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 4,027 | $169.0K | 0.01% | −112−2.7% | Reduced |
| XY Capital Ltd | 4,164 | $174.9K | 0.16% | +4,164 | New |
| Kapitalo Investimentos Ltda | 4,516 | $189.7K | 0.03% | +4,516 | New |
| Lazard Asset Management LLC | 4,622 | $194.0K | 0.00% | +4,279+1,247.5% | Added |
| Kingswood Wealth Advisors, LLC | 4,679 | $196.5K | 0.03% | −1,441−23.5% | Reduced |
| Vestcor Inc | 4,705 | $198.0K | 0.01% | −36−0.8% | Reduced |
| Winton Group Ltd | 4,792 | $201.3K | 0.02% | +4,792 | New |
| Impax Asset Management Group plc | 4,875 | $204.8K | 0.00% | −102−2.0% | Reduced |
| B. Metzler seel. Sohn & Co. AG | 4,878 | $204.9K | 0.00% | 00.0% | Unchanged |
| Capula Management Ltd | 4,900 | $205.8K | 0.01% | +4,900 | New |
| Parkwood LLC | 4,974 | $209.0K | 0.04% | −3,671−42.5% | Reduced |
| EMC Capital Management | 5,000 | $209.0K | 0.15% | −3,877−43.7% | Reduced |
| Oppenheimer Asset Management Inc. | 4,991 | $209.6K | 0.00% | −94,338−95.0% | Reduced |
| Obermeyer Wood Investment Counsel, LLLP | 5,000 | $210.0K | 0.02% | 00.0% | Unchanged |
| Easterly Investment Partners LLC | 5,001 | $210.0K | 0.02% | +5,001 | New |
| Legal Advantage Investments, Inc. | 5,015 | $210.6K | 0.15% | 00.0% | Unchanged |
| BI Asset Management Fondsmaeglerselskab A/S | 5,085 | $214.0K | 0.00% | 00.0% | Unchanged |
| Apollon Wealth Management, LLC | 5,096 | $214.0K | 0.01% | −692−12.0% | Reduced |
| Stratos Wealth Partners, LTD. | 5,239 | $220.0K | 0.00% | +5,239 | New |
| Prelude Capital Management, LLC | 5,246 | $220.3K | 0.02% | +5,246 | New |
| Lido Advisors, LLC | 5,264 | $221.1K | 0.00% | +575+12.3% | Added |
| Alps Advisors Inc | 5,268 | $221.3K | 0.00% | −7,009−57.1% | Reduced |
| Silvant Capital Management LLC | 5,289 | $222.1K | 0.01% | −236−4.3% | Reduced |
| Sigma Planning Corp | 5,311 | $223.1K | 0.01% | +807+17.9% | Added |
| Brevan Howard Capital Management LP | 5,431 | $228.1K | 0.07% | +5,431 | New |
| Insigneo Advisory Services, LLC | 5,460 | $229.3K | 0.05% | −2,180−28.5% | Reduced |
| Beacon Investment Advisory Services, Inc. | 5,480 | $230.2K | 0.01% | −234−4.1% | Reduced |
| Wealthcare Advisory Partners LLC | 5,492 | $230.7K | 0.01% | −557−9.2% | Reduced |
| Garden State Investment Advisory Services LLC | 5,582 | $234.4K | 0.11% | +1,050+23.2% | Added |
| Advisory Resource Group | 5,668 | $238.1K | 0.06% | +5,668 | New |
| Vident Advisory, LLC | 5,788 | $243.1K | 0.01% | +5,788 | New |
| Counterpoint Mutual Funds LLC | 5,805 | $243.8K | 0.20% | +3,394+140.8% | Added |
| Proficio Capital Partners LLC | 5,826 | $244.7K | 0.03% | −274−4.5% | Reduced |
| Bristlecone Advisors, LLC | 5,864 | $246.3K | 0.03% | −97−1.6% | Reduced |
| The PNC Financial Services Group, Inc. | 5,871 | $246.6K | 0.00% | −2,354−28.6% | Reduced |
| Wallace Advisory Group, LLC | 4,863 | $248.4K | 0.18% | −9−0.2% | Reduced |
| Western Wealth Management, LLC | 5,927 | $248.9K | 0.02% | +155+2.7% | Added |
| Truvestments Capital LLC | 5,953 | $250.0K | 0.13% | +46+0.8% | Added |
| Wedbush Securities Inc | 6,006 | $252.0K | 0.01% | −1,303−17.8% | Reduced |
| Banque Cantonale Vaudoise | 6,030 | $252.0K | 0.01% | +2,437+67.8% | Added |
| Prudential Financial Inc | 6,010 | $252.4K | 0.00% | −4,308−41.8% | Reduced |
| US Bancorp | 6,123 | $257.2K | 0.00% | −4,143−40.4% | Reduced |
| Newbridge Financial Services Group, Inc. | 6,174 | $259.3K | 0.13% | −30.0% | Reduced |
| Prudential PLC | 6,233 | $261.8K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 6,283 | $263.9K | 0.00% | −9,160−59.3% | Reduced |
| Brown Miller Wealth Management, LLC | 6,283 | $263.9K | 0.15% | +859+15.8% | Added |
| Diversified Trust Co | 6,285 | $264.0K | 0.01% | +6,285 | New |
| NinePointTwo Capital | 6,323 | $265.0K | 0.11% | +6,323 | New |
| Frontier Capital Management Co LLC | 6,361 | $267.2K | 0.00% | −10,097−61.4% | Reduced |
| Comprehensive Financial Management LLC | 6,593 | $276.9K | 0.01% | 00.0% | Unchanged |
| Strategic Advocates LLC | 6,604 | $277.4K | 0.13% | +6,604 | New |
| Exchange Traded Concepts, LLC | 6,610 | $277.6K | 0.01% | −528−7.4% | Reduced |
| Corton Capital Inc. | 6,716 | $282.1K | 0.14% | +819+13.9% | Added |
| Allspring Global Investments Holdings, LLC | 6,733 | $282.8K | 0.00% | +5,444+422.3% | Added |
| Asahi Life Asset Management Co., Ltd. | 6,770 | $284.3K | 0.10% | +6,770 | New |
| Tokio Marine Asset Management Co Ltd | 6,791 | $285.2K | 0.02% | +318+4.9% | Added |
| Rehmann Capital Advisory Group | 6,967 | $292.6K | 0.03% | +1,714+32.6% | Added |
| Malaga Cove Capital, LLC | 6,974 | $292.9K | 0.14% | −235−3.3% | Reduced |
| CIBC Asset Management Inc | 6,994 | $293.7K | 0.00% | +149+2.2% | Added |
| Inspire Advisors, LLC | 6,995 | $293.8K | 0.05% | +1,155+19.8% | Added |
| Meiji Yasuda Life Insurance Co | 7,006 | $294.3K | 0.01% | 00.0% | Unchanged |
| Rodgers Brothers Inc. | 7,015 | $294.6K | 0.05% | +685+10.8% | Added |
| Gsa Capital Partners LLP | 7,109 | $299.0K | 0.03% | −2,560−26.5% | Reduced |
| GWM Advisors LLC | 7,206 | $302.7K | 0.00% | +1,543+27.2% | Added |
| TrimTabs Asset Management, LLC | 7,268 | $305.3K | 0.16% | +175+2.5% | Added |
| DC Investments Management, LLC | 7,279 | $305.7K | 0.38% | 00.0% | Unchanged |
| TownSquare Capital, LLC | 7,356 | $308.9K | 0.01% | −163,108−95.7% | Reduced |
| Machina Capital S.A.S. | 7,379 | $309.9K | 0.17% | +7,379 | New |
| Alberta Investment Management Corp | 7,400 | $310.8K | 0.00% | 00.0% | Unchanged |
| Canvas Wealth Advisors, LLC | 7,829 | $315.3K | 0.13% | +3,305+73.1% | Added |
| Cetera Investment Advisers | 7,515 | $315.6K | 0.00% | −533−6.6% | Reduced |
| Beacon Pointe Advisors, LLC | 7,537 | $316.6K | 0.00% | +3,211+74.2% | Added |
| Inceptionr LLC | 7,579 | $318.3K | 0.18% | −300−3.8% | Reduced |
| Manchester Financial Inc | 7,873 | $330.7K | 0.10% | −240−3.0% | Reduced |
| Gilbert & Cook, Inc. | 7,893 | $331.5K | 0.05% | +7,893 | New |
| Bennett Selby Investments LP | 7,934 | $333.2K | 0.19% | −2,361−22.9% | Reduced |
| MML Investors Services, LLC | 8,000 | $336.0K | 0.00% | −10,365−56.4% | Reduced |
| Centaurus Financial, Inc. | 8,072 | $339.0K | 0.03% | +398+5.2% | Added |
| Pinnacle Associates Ltd | 8,086 | $339.6K | 0.01% | −181−2.2% | Reduced |
| O'Shaughnessy Asset Management, LLC | 8,106 | $340.5K | 0.01% | +973+13.6% | Added |
| Parallel Advisors, LLC | 8,269 | $347.3K | 0.01% | −428−4.9% | Reduced |
| Comerica Bank | 8,303 | $348.7K | 0.00% | +8,303 | New |
| Wealth Enhancement Advisory Services, LLC | 8,315 | $349.2K | 0.00% | +8,315 | New |
| Algert Global LLC | 8,325 | $349.6K | 0.02% | −5,964−41.7% | Reduced |
| Kestra Private Wealth Services, LLC | 8,364 | $351.3K | 0.01% | +1,417+20.4% | Added |
| Garde Capital, Inc. | 8,371 | $352.0K | 0.03% | −200−2.3% | Reduced |
| Versor Investments LP | 8,409 | $353.2K | 0.07% | −4,898−36.8% | Reduced |
| Beck Capital Management, LLC | 8,528 | $358.2K | 0.14% | −607−6.6% | Reduced |
| Shell Asset Management Co | 8,596 | $361.0K | 0.01% | −223−2.5% | Reduced |
| Kovack Advisors, Inc. | 8,647 | $363.2K | 0.05% | +71+0.8% | Added |
| Redmond Asset Management, LLC | 8,721 | $366.3K | 0.13% | −39−0.4% | Reduced |
| Nebula Research & Development LLC | 8,746 | $367.3K | 0.19% | +8,746 | New |
| Bank Julius Baer & Co. Ltd, Zurich | 8,772 | $368.0K | 0.00% | +1,197+15.8% | Added |
| Jefferies Financial Group Inc. | 8,852 | $371.8K | 0.01% | +8,852 | New |
| Tower Research Capital LLC (TRC) | 8,868 | $372.5K | 0.01% | +7,777+712.8% | Added |
| Integrated Wealth Concepts LLC | 8,929 | $375.0K | 0.01% | −3,937−30.6% | Reduced |
| Marex Group plc | 8,939 | $375.4K | 0.05% | +765+9.4% | Added |