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 |
|---|---|---|---|---|---|
| GraniteShares Advisors LLC | 8,954 | $376.1K | 0.35% | +8,954 | New |
| Bollard Group LLC | 9,053 | $380.0K | 0.01% | −15−0.2% | Reduced |
| Americana Partners, LLC | 9,175 | $380.6K | 0.04% | +3,009+48.8% | Added |
| E. Ohman J:or Asset Management AB | 9,200 | $386.4K | 0.01% | 00.0% | Unchanged |
| RMR Wealth Builders | 9,225 | $387.4K | 0.06% | −340−3.6% | Reduced |
| D.A. Davidson & Co. | 9,615 | $403.8K | 0.00% | −4,931−33.9% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 9,662 | $405.8K | 0.02% | +350+3.8% | Added |
| Essex LLC | 9,715 | $408.0K | 0.11% | −3,138−24.4% | Reduced |
| Flagship Harbor Advisors, LLC | 9,728 | $408.6K | 0.03% | +3,279+50.8% | Added |
| Weatherly Asset Management L. P. | 9,763 | $410.0K | 0.05% | −3,352−25.6% | Reduced |
| Group One Trading, L.P. | 9,872 | $414.6K | 0.02% | +5,191+110.9% | Added |
| Captrust Financial Advisors | 9,892 | $415.5K | 0.00% | +2,647+36.5% | Added |
| Swiss Life Asset Management Ltd | 9,906 | $415.7K | 0.01% | −219−2.2% | Reduced |
| Copperwynd Financial, LLC | 9,973 | $418.9K | 0.20% | +1,416+16.5% | Added |
| Atria Wealth Solutions, Inc. | 10,000 | $420.0K | 0.01% | −3,779−27.4% | Reduced |
| Quattro Financial Advisors LLC | 10,000 | $420.0K | 0.18% | 00.0% | Unchanged |
| Trellus Management Company, LLC | 10,000 | $420.0K | 0.81% | +5,000+100.0% | Added |
| Laird Norton Trust Company, LLC | 10,106 | $424.5K | 0.05% | 00.0% | Unchanged |
| Davenport & Co LLC | 10,173 | $427.3K | 0.00% | −343−3.3% | Reduced |
| Commerce Bank | 10,221 | $429.3K | 0.00% | +101+1.0% | Added |
| Green Alpha Advisors, LLC | 10,298 | $432.5K | 0.33% | +1,360+15.2% | Added |
| Left Brain Wealth Management, LLC | 10,324 | $433.6K | 0.27% | −285−2.7% | Reduced |
| IMA Wealth, Inc. | 10,349 | $434.7K | 0.11% | −150−1.4% | Reduced |
| IPG Investment Advisors LLC | 10,395 | $436.6K | 0.10% | +5,000+92.7% | Added |
| Carmel Capital Partners, LLC | 10,405 | $437.0K | 0.20% | −2,025−16.3% | Reduced |
| Merit Financial Group, LLC | 10,461 | $439.4K | 0.01% | −540−4.9% | Reduced |
| Mercer Global Advisors Inc | 10,525 | $442.0K | 0.00% | −1,200−10.2% | Reduced |
| Aspiriant, LLC | 10,547 | $443.0K | 0.02% | 00.0% | Unchanged |
| Hillsdale Investment Management Inc. | 10,640 | $446.9K | 0.04% | +2,950+38.4% | Added |
| Stansberry Asset Management, LLC | 10,840 | $455.3K | 0.08% | +10,840 | New |
| SeaCrest Wealth Management, LLC | 10,844 | $455.4K | 0.06% | −887−7.6% | Reduced |
| Linden Thomas Advisory Services, LLC | 10,859 | $456.1K | 0.10% | +10,859 | New |
| Mach-1 Financial Group, Inc. | 11,048 | $464.0K | 0.19% | +607+5.8% | Added |
| Eagle Harbor Asset Management Inc | 11,069 | $464.9K | 0.61% | +11,069 | New |
| M&T Bank Corp | 11,088 | $466.0K | 0.00% | −884−7.4% | Reduced |
| Venturi Wealth Management, LLC | 11,176 | $469.4K | 0.04% | +552+5.2% | Added |
| International Assets Investment Management, LLC | 11,499 | $475.1K | 0.07% | +2,210+23.8% | Added |
| State of Alaska, Department of Revenue | 11,390 | $478.0K | 0.01% | 00.0% | Unchanged |
| PEAK6 Investments LLC | 11,690 | $491.0K | 0.02% | +11,690 | New |
| Texas Capital Bank Wealth Management Services Inc | 12,000 | $504.0K | 0.06% | 00.0% | Unchanged |
| JustInvest LLC | 12,059 | $506.5K | 0.02% | −2,397−16.6% | Reduced |
| XTX Topco Ltd | 12,112 | $508.7K | 0.09% | −5,883−32.7% | Reduced |
| Bokf, NA | 13,148 | $511.2K | 0.01% | −10.0% | Reduced |
| Summit Trail Advisors, LLC | 12,293 | $516.3K | 0.02% | +335+2.8% | Added |
| Fox Run Management, L.L.C. | 12,361 | $519.2K | 0.15% | −824−6.2% | Reduced |
| Brighton Jones LLC | 12,361 | $519.2K | 0.03% | −2,266−15.5% | Reduced |
| National Bank of Canada | 12,526 | $521.9K | 0.00% | −4,646−27.1% | Reduced |
| MetLife Investment Management | 12,433 | $522.2K | 0.00% | +50.0% | Added |
| Independent Advisor Alliance | 12,455 | $523.1K | 0.02% | −466−3.6% | Reduced |
| Alpha DNA Investment Management LLC | 12,477 | $524.0K | 0.34% | −2,596−17.2% | Reduced |
| Sumitomo Mitsui Financial Group, Inc. | 12,540 | $526.8K | 0.02% | −22,884−64.6% | Reduced |
| Financial Advocates Investment Management | 12,625 | $530.3K | 0.04% | −3,524−21.8% | Reduced |
| FinTrust Capital Advisors, LLC | 12,641 | $530.9K | 0.12% | +4,562+56.5% | Added |
| Intellectus Partners, LLC | 12,676 | $532.4K | 0.17% | −5,374−29.8% | Reduced |
| Resonant Capital Advisors, LLC | 12,836 | $539.1K | 0.06% | +350+2.8% | Added |
| MUFG Securities EMEA plc | 12,946 | $543.7K | 0.06% | +4,858+60.1% | Added |
| Independent Financial Group, LLC | 13,218 | $555.2K | 0.04% | +4,906+59.0% | Added |
| Prime Capital Investment Advisors, LLC | 13,248 | $556.4K | 0.01% | +5,028+61.2% | Added |
| Guggenheim Capital LLC | 13,264 | $557.1K | 0.00% | −2,442−15.5% | Reduced |
| Truist Financial Corp | 13,284 | $557.9K | 0.00% | +1,412+11.9% | Added |
| Occudo Quantitative Strategies LP | 13,363 | $561.2K | 0.07% | +13,363 | New |
| Ridgewood Investments LLC | 13,438 | $564.4K | 0.37% | +8,316+162.4% | Added |
| Toroso Investments, LLC | 13,502 | $567.1K | 0.02% | +2,137+18.8% | Added |
| MAI Capital Management | 13,583 | $570.5K | 0.01% | −225−1.6% | Reduced |
| National Asset Management, Inc. | 13,892 | $583.5K | 0.02% | −2,738−16.5% | Reduced |
| Blueshift Asset Management, LLC | 14,038 | $589.6K | 0.35% | −19,968−58.7% | Reduced |
| U.S. Capital Wealth Advisors, LLC | 14,150 | $594.3K | 0.03% | +3,871+37.7% | Added |
| PDT Partners, LLC | 14,500 | $609.0K | 0.08% | −2,100−12.7% | Reduced |
| Cutler Group LP | 14,664 | $615.0K | 0.10% | +2,702+22.6% | Added |
| Strategic Investment Solutions, Inc. | 12,600 | $617.6K | 0.01% | +12,400+6,200.0% | Added |
| Werlinich Asset Management, LLC | 14,954 | $628.0K | 0.52% | +727+5.1% | Added |
| Nomura Holdings Inc | 15,022 | $630.9K | 0.01% | −2,293−13.2% | Reduced |
| Landscape Capital Management, L.L.C. | 15,276 | $641.6K | 0.08% | +15,276 | New |
| AE Wealth Management LLC | 15,402 | $646.9K | 0.00% | +703+4.8% | Added |
| Maryland State Retirement & Pension System | 15,624 | $656.2K | 0.02% | 00.0% | Unchanged |
| Teacher Retirement System of Texas | 15,675 | $658.0K | 0.00% | +411+2.7% | Added |
| Baader Bank INC | 15,765 | $660.9K | 0.06% | +1,989+14.4% | Added |
| Perpetual Ltd | 15,773 | $662.5K | 0.01% | +9,461+149.9% | Added |
| Private Advisor Group, LLC | 15,897 | $667.7K | 0.01% | +4,206+36.0% | Added |
| Cerity Partners LLC | 15,938 | $669.4K | 0.00% | −64−0.4% | Reduced |
| Westpac Banking Corp | 16,252 | $682.6K | 0.05% | +9,461+139.3% | Added |
| Illinois Municipal Retirement Fund | 16,271 | $683.0K | 0.01% | 00.0% | Unchanged |
| Creative Planning | 16,274 | $683.5K | 0.00% | −84−0.5% | Reduced |
| Campbell & CO Investment Adviser LLC | 16,922 | $710.7K | 0.09% | −5,734−25.3% | Reduced |
| Elo Mutual Pension Insurance Co | 16,938 | $711.0K | 0.02% | +433+2.6% | Added |
| Petrus Trust Company, LTA | 17,035 | $715.5K | 0.08% | +8,654+103.3% | Added |
| Acorn Financial Advisory Services Inc | 17,471 | $733.8K | 0.13% | +66+0.4% | Added |
| CI Private Wealth, LLC | 17,492 | $734.5K | 0.00% | +189+1.1% | Added |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 17,727 | $744.5K | 0.01% | +5,088+40.3% | Added |
| Ieq Capital, LLC | 17,747 | $745.4K | 0.02% | −6,699−27.4% | Reduced |
| Avantax Advisory Services, Inc. | 17,911 | $752.2K | 0.01% | −699−3.8% | Reduced |
| Boston Partners | 17,914 | $752.4K | 0.00% | 00.0% | Unchanged |
| Patten & Patten Inc | 18,046 | $757.9K | 0.07% | −1,900−9.5% | Reduced |
| New York State Teachers Retirement System | 18,119 | $761.0K | 0.00% | +4,599+34.0% | Added |
| British Columbia Investment Management Corp | 18,284 | $767.9K | 0.01% | 00.0% | Unchanged |
| Wellington Management Group LLP | 18,707 | $785.7K | 0.00% | −3,159,901−99.4% | Reduced |
| Mariner, LLC | 18,736 | $786.9K | 0.00% | −4,396−19.0% | Reduced |
| Fisher Asset Management, LLC | 18,764 | $788.1K | 0.00% | −14,606−43.8% | Reduced |
| Gotham Asset Management, LLC | 19,084 | $801.5K | 0.02% | −32,132−62.7% | Reduced |
| Berylson Capital Partners, LLC | 19,300 | $810.6K | 2.08% | +12,400+179.7% | Added |