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 |
|---|---|---|---|---|---|
| Echo Street Capital Management LLC | 19,324 | $811.6K | 0.01% | +6,968+56.4% | Added |
| CWM, LLC | 19,492 | $819.0K | 0.01% | +11,645+148.4% | Added |
| Mitchell & Pahl Private Wealth, LLC | 19,790 | $831.2K | 0.49% | +1,867+10.4% | Added |
| Hilltop Holdings Inc. | 19,798 | $831.5K | 0.10% | −3,120−13.6% | Reduced |
| Gulf International Bank (UK) Ltd | 20,222 | $849.0K | 0.02% | 00.0% | Unchanged |
| Ropes Wealth Advisors LLC | 20,349 | $854.7K | 0.17% | 00.0% | Unchanged |
| Coronation Fund Managers Ltd. | 20,382 | $856.0K | 0.03% | −1,935−8.7% | Reduced |
| C2C Wealth Management, LLC | 20,795 | $866.1K | 0.12% | +20,795 | New |
| Janus Henderson Group PLC | 20,634 | $866.7K | 0.00% | −2,019−8.9% | Reduced |
| Profund Advisors LLC | 20,832 | $874.9K | 0.05% | +1,227+6.3% | Added |
| Verition Fund Management LLC | 20,872 | $876.6K | 0.01% | +2,001+10.6% | Added |
| Lyell Wealth Management, LP | 20,898 | $877.7K | 0.12% | −1,376−6.2% | Reduced |
| Kestra Advisory Services, LLC | 21,079 | $885.3K | 0.01% | −3,758−15.1% | Reduced |
| Polianta Ltd | 21,300 | $894.0K | 0.44% | +21,300 | New |
| Amalgamated Bank | 21,536 | $905.0K | 0.01% | −757−3.4% | Reduced |
| Victory Capital Management Inc | 22,017 | $924.7K | 0.00% | −54,186−71.1% | Reduced |
| Dark Forest Capital Management LP | 22,165 | $930.9K | 0.08% | +22,165 | New |
| Cresset Asset Management, LLC | 22,231 | $933.7K | 0.01% | −363−1.6% | Reduced |
| Arrowstreet Capital, Limited Partnership | 22,238 | $934.0K | 0.00% | −17,870−44.6% | Reduced |
| Cetera Advisors LLC | 22,293 | $936.3K | 0.01% | +3,375+17.8% | Added |
| Credit Agricole S A | 22,326 | $937.7K | 0.03% | −975−4.2% | Reduced |
| Sherbrooke Park Advisers LLC | 22,750 | $955.5K | 0.30% | +8,923+64.5% | Added |
| Ameritas Advisory Services, LLC | 23,588 | $988.6K | 0.05% | +18,276+344.1% | Added |
| Executive Wealth Management, LLC | 23,809 | $1.00M | 0.10% | +23,809 | New |
| Schonfeld Strategic Advisors LLC | 24,307 | $1.02M | 0.01% | +24,307 | New |
| Cetera Advisor Networks LLC | 24,470 | $1.03M | 0.01% | +3,932+19.1% | Added |
| Public Employees Retirement Association of Colorado | 24,482 | $1.03M | 0.01% | −1,646−6.3% | Reduced |
| Intech Investment Management LLC | 24,480 | $1.03M | 0.02% | −4,978−16.9% | Reduced |
| Titleist Asset Management, LLC | 24,655 | $1.04M | 0.21% | +11,809+91.9% | Added |
| Parallax Volatility Advisers, L.P. | 25,000 | $1.05M | 0.04% | 00.0% | Unchanged |
| New York Life Investment Management LLC | 25,014 | $1.05M | 0.01% | +11,137+80.3% | Added |
| Principal Financial Group Inc | 25,027 | $1.05M | 0.00% | +859+3.6% | Added |
| Freestone Capital Holdings, LLC | 25,962 | $1.09M | 0.06% | −2,447−8.6% | Reduced |
| Washington Trust Advisors, Inc. | 26,453 | $1.11M | 0.11% | −395−1.5% | Reduced |
| Summit Global Investments | 26,507 | $1.11M | 0.07% | +26,507 | New |
| TD Asset Management Inc | 27,168 | $1.14M | 0.00% | +1,912+7.6% | Added |
| Edgestream Partners, L.P. | 27,290 | $1.15M | 0.09% | +27,290 | New |
| Daiwa Securities Group Inc. | 14,372 | $1.15M | 0.01% | +400+2.9% | Added |
| Centiva Capital, LP | 27,561 | $1.16M | 0.06% | +10,328+59.9% | Added |
| Destiny Capital Securities Corporation | 28,243 | $1.19M | 0.96% | +28,243 | New |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 28,309 | $1.19M | 0.00% | −571−2.0% | Reduced |
| Vontobel Holding Ltd. | 28,823 | $1.21M | 0.01% | +3,209+12.5% | Added |
| Xponance, Inc. | 28,959 | $1.22M | 0.02% | +836+3.0% | Added |
| Janney Montgomery Scott LLC | 29,269 | $1.23M | 0.00% | +6,305+27.5% | Added |
| River & Mercantile Asset Management LLP | 29,285 | $1.23M | 0.29% | −2,451−7.7% | Reduced |
| Three Bridge Wealth Advisors, LLC | 29,382 | $1.23M | 0.51% | 00.0% | Unchanged |
| Oppenheimer & Co Inc | 29,446 | $1.24M | 0.03% | +297+1.0% | Added |
| Y.D. More Investments Ltd | 28,342 | $1.24M | 0.25% | +2,497+9.7% | Added |
| Meridian Investment Counsel Inc. | 32,230 | $1.35M | 0.51% | −500−1.5% | Reduced |
| Tredje AP-fonden | 33,400 | $1.40M | 0.02% | −3,042−8.3% | Reduced |
| DnB Asset Management AS | 34,194 | $1.44M | 0.01% | +3,572+11.7% | Added |
| Federation des caisses Desjardins du Quebec | 34,643 | $1.46M | 0.02% | −10,889−23.9% | Reduced |
| Utah Retirement Systems | 34,787 | $1.46M | 0.02% | +300+0.9% | Added |
| Nissay Asset Management Corp | 35,169 | $1.48M | 0.01% | +822+2.4% | Added |
| IFM Investors Pty Ltd | 35,577 | $1.49M | 0.02% | +635+1.8% | Added |
| Rathbone Brothers plc | 35,997 | $1.51M | 0.01% | +35,997 | New |
| Sage Rhino Capital LLC | 36,406 | $1.53M | 0.43% | −1,108−3.0% | Reduced |
| Royal Fund Management, LLC | 36,700 | $1.54M | 0.22% | +1,800+5.2% | Added |
| Franklin Resources Inc | 36,928 | $1.55M | 0.00% | −106,323−74.2% | Reduced |
| Bogart Wealth, LLC | 36,953 | $1.55M | 0.10% | +2,217+6.4% | Added |
| Gilder Gagnon Howe & Co LLC | 36,975 | $1.55M | 0.02% | −299,738−89.0% | Reduced |
| Thrivent Financial for Lutherans | 37,121 | $1.56M | 0.00% | −175,807−82.6% | Reduced |
| Empowered Funds, LLC | 37,453 | $1.57M | 0.05% | +1,313+3.6% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 37,603 | $1.58M | 0.01% | −13,056−25.8% | Reduced |
| Baird Financial Group, Inc. | 37,636 | $1.58M | 0.00% | +2,184+6.2% | Added |
| Standard Life Aberdeen plc | 37,745 | $1.59M | 0.00% | −5,856−13.4% | Reduced |
| Regions Financial Corp | 37,930 | $1.59M | 0.01% | −148−0.4% | Reduced |
| Neuberger Berman Group LLC | 38,258 | $1.61M | 0.00% | −1,600−4.0% | Reduced |
| Chartwell Investment Partners, LLC | 38,849 | $1.63M | 0.06% | 00.0% | Unchanged |
| Warren Averett Asset Management, LLC | 38,882 | $1.63M | 0.07% | +38,882 | New |
| Abn Amro Investment Solutions | 39,656 | $1.67M | 0.03% | 00.0% | Unchanged |
| Toronto Dominion Bank | 39,691 | $1.67M | 0.00% | −9,849−19.9% | Reduced |
| Azzad Asset Management Inc | 39,823 | $1.67M | 0.24% | +5,569+16.3% | Added |
| Duality Advisers, LP | 40,150 | $1.69M | 0.20% | +40,150 | New |
| Skandinaviska Enskilda Banken AB (publ) | 40,174 | $1.69M | 0.01% | −442−1.1% | Reduced |
| SG Americas Securities, LLC | 40,622 | $1.71M | 0.02% | +21,913+117.1% | Added |
| HighTower Advisors, LLC | 40,936 | $1.71M | 0.00% | −25,126−38.0% | Reduced |
| Storebrand Asset Management AS | 40,756 | $1.71M | 0.01% | −2,094−4.9% | Reduced |
| Westbourne Investment Advisors, Inc. | 41,043 | $1.72M | 0.79% | +6,525+18.9% | Added |
| HRT Financial LP | 41,474 | $1.74M | 0.02% | +41,474 | New |
| First Republic Investment Management, Inc. | 41,724 | $1.75M | 0.01% | −88,414−67.9% | Reduced |
| DekaBank Deutsche Girozentrale | 41,461 | $1.77M | 0.00% | +1,606+4.0% | Added |
| USS Investment Management Ltd | 42,763 | $1.80M | 0.02% | +4,649+12.2% | Added |
| Twin Tree Management, LP | 42,889 | $1.80M | 0.06% | +42,889 | New |
| Polen Capital Management LLC | 43,366 | $1.82M | 0.00% | −8,430,648−99.5% | Reduced |
| SEI Investments Co | 44,872 | $1.88M | 0.00% | −321,162−87.7% | Reduced |
| Rheos Capital Works Inc. | 46,200 | $1.94M | 0.12% | −5,000−9.8% | Reduced |
| Connectus Wealth, LLC | 46,307 | $1.94M | 0.04% | +12,747+38.0% | Added |
| Rafferty Asset Management, LLC | 46,466 | $1.95M | 0.01% | +8,141+21.2% | Added |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 46,800 | $1.97M | 0.03% | +3,800+8.8% | Added |
| Marshall Wace, LLP | 46,934 | $1.97M | 0.00% | −161,621−77.5% | Reduced |
| Wolverine Trading, LLC | 47,442 | $1.99M | 0.02% | −13,877−22.6% | Reduced |
| Mackenzie Financial Corp | 48,209 | $2.00M | 0.00% | +48,209 | New |
| Point72 Middle East FZE | 49,384 | $2.07M | 0.13% | +19,846+67.2% | Added |
| Advisory Services Network, LLC | 50,411 | $2.12M | 0.06% | +19,082+60.9% | Added |
| Leonteq Securities AG | 52,771 | $2.22M | 0.23% | +7,075+15.5% | Added |
| Quantinno Capital Management LP | 53,120 | $2.23M | 0.10% | −5,725−9.7% | Reduced |
| HAP Trading, LLC | 53,610 | $2.25M | 0.56% | +53,610 | New |
| Pinpoint Asset Management Ltd | 54,354 | $2.28M | 0.53% | +54,354 | New |
| Korea Investment CORP | 55,143 | $2.32M | 0.01% | +22,289+67.8% | Added |