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 8 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 |
|---|---|---|---|---|---|
| Mutual Advisors, LLC | 0 | $0 | 0.00% | −10,779−100.0% | Sold out |
| Waycross Investment Management Co | 0 | $0 | 0.00% | −10,627−100.0% | Sold out |
| Keebeck Alpha, LP | 0 | $0 | 0.00% | −10,293−100.0% | Sold out |
| NewEdge Wealth, LLC | 0 | $0 | 0.00% | −10,090−100.0% | Sold out |
| Wealthfront Advisers LLC | 0 | $0 | 0.00% | −9,654−100.0% | Sold out |
| Wrapmanager Inc | 0 | $0 | 0.00% | −8,852−100.0% | Sold out |
| Canandaigua National Bank & Trust Co | 0 | $0 | 0.00% | −8,399−100.0% | Sold out |
| Schechter Investment Advisors, LLC | 0 | $0 | 0.00% | −7,505−100.0% | Sold out |
| Teza Capital Management LLC | 0 | $0 | 0.00% | −6,803−100.0% | Sold out |
| Snowden Capital Advisors LLC | 0 | $0 | 0.00% | −6,660−100.0% | Sold out |
| Vident Investment Advisory, LLC | 0 | $0 | 0.00% | −6,573−100.0% | Sold out |
| WSFS Capital Management, LLC | 0 | $0 | 0.00% | −6,491−100.0% | Sold out |
| Gladstone Institutional Advisory LLC | 0 | $0 | 0.00% | −6,359−100.0% | Sold out |
| Jump Financial, LLC | 0 | $0 | 0.00% | −6,118−100.0% | Sold out |
| Meridian Wealth Management, LLC | 0 | $0 | 0.00% | −6,062−100.0% | Sold out |
| Symmetry Peak Management LLC | 0 | $0 | 0.00% | −6,000−100.0% | Sold out |
| Boothbay Fund Management, LLC | 0 | $0 | 0.00% | −5,809−100.0% | Sold out |
| Personal Cfo Solutions, LLC | 0 | $0 | 0.00% | −5,801−100.0% | Sold out |
| Donoghue Forlines LLC | 0 | $0 | 0.00% | −5,609−100.0% | Sold out |
| Quantamental Technologies LLC | 0 | $0 | 0.00% | −5,570−100.0% | Sold out |
| Cynosure Management, LLC | 0 | $0 | 0.00% | −5,391−100.0% | Sold out |
| Vinva Investment Management Ltd | 0 | $0 | 0.00% | −5,297−100.0% | Sold out |
| Unio Capital LLC | 0 | $0 | 0.00% | −5,210−100.0% | Sold out |
| Prospera Financial Services Inc | 0 | $0 | 0.00% | −5,148−100.0% | Sold out |
| RBF Capital, LLC | 0 | $0 | 0.00% | −5,000−100.0% | Sold out |
| Ethic Inc. | 0 | $0 | 0.00% | −4,978−100.0% | Sold out |
| Financial Partners Group, Inc | 0 | $0 | 0.00% | −4,871−100.0% | Sold out |
| Wetherby Asset Management Inc | 0 | $0 | 0.00% | −4,717−100.0% | Sold out |
| 1776 Wealth LLC | 0 | $0 | 0.00% | −4,699−100.0% | Sold out |
| Ossiam | 0 | $0 | 0.00% | −4,588−100.0% | Sold out |
| LaFleur & Godfrey LLC | 0 | $0 | 0.00% | −4,509−100.0% | Sold out |
| Sovereign Financial Group, Inc. | 0 | $0 | 0.00% | −4,477−100.0% | Sold out |
| Griffin Asset Management, Inc. | 0 | $0 | 0.00% | −4,450−100.0% | Sold out |
| Valeo Financial Advisors, LLC | 0 | $0 | 0.00% | −4,325−100.0% | Sold out |
| Brandywine Managers, LLC | 0 | $0 | 0.00% | −4,211−100.0% | Sold out |
| Siemens Fonds Invest GmbH | 0 | $0 | 0.00% | −4,153−100.0% | Sold out |
| Purus Wealth Management, LLC | 0 | $0 | 0.00% | −4,057−100.0% | Sold out |
| Wallace Capital Management Inc. | 0 | $0 | 0.00% | −4,000−100.0% | Sold out |
| IHT Wealth Management, LLC | 0 | $0 | 0.00% | −3,983−100.0% | Sold out |
| Kingsview Wealth Management, LLC | 0 | $0 | 0.00% | −3,953−100.0% | Sold out |
| DuPont Capital Management Corp | 0 | $0 | 0.00% | −2,990−100.0% | Sold out |
| Compagnie Lombard Odier SCmA | 0 | $0 | 0.00% | −1,800−100.0% | Sold out |
| ICA Group Wealth Management, LLC | 0 | $0 | 0.00% | −1,231−100.0% | Sold out |
| Pin Oak Investment Advisors Inc | 0 | $0 | 0.00% | −369−100.0% | Sold out |
| Brown, Lisle/Cummings, Inc. | 0 | $0 | 0.00% | −350−100.0% | Sold out |
| Cambridge Trust Co | 0 | $0 | 0.00% | −300−100.0% | Sold out |
| CVA Family Office, LLC | 0 | $0 | 0.00% | −267−100.0% | Sold out |
| Riverview Trust Co | 0 | $0 | 0.00% | −254−100.0% | Sold out |
| WealthPLAN Partners, LLC | 0 | $0 | 0.00% | −168−100.0% | Sold out |
| DB Wealth Management Group, LLC | 0 | $0 | 0.00% | −158−100.0% | Sold out |
| Tilia Fiduciary Partners, Inc. | 0 | $0 | 0.00% | −145−100.0% | Sold out |
| Front Row Advisors LLC | 0 | $0 | 0.00% | −115−100.0% | Sold out |
| VisionPoint Advisory Group, LLC | 0 | $0 | 0.00% | −99−100.0% | Sold out |
| Safeguard Financial, LLC | 0 | $0 | 0.00% | −100−100.0% | Sold out |
| Tucker Asset Management LLC | 0 | $0 | 0.00% | −90−100.0% | Sold out |
| American National Bank | 0 | $0 | 0.00% | −88−100.0% | Sold out |
| Benjamin Edwards Inc | 0 | $0 | 0.00% | −64−100.0% | Sold out |
| Studio Investment Management LLC | 0 | $0 | 0.00% | −35−100.0% | Sold out |
| Northwest Capital Management Inc | 0 | $0 | 0.00% | −29−100.0% | Sold out |
| Creative Financial Designs Inc | 0 | $0 | 0.00% | −27−100.0% | Sold out |
| Carmichael Hill & Associates, Inc. | 0 | $0 | 0.00% | −25−100.0% | Sold out |
| CGC Financial Services, LLC | 0 | $0 | 0.00% | −21−100.0% | Sold out |
| Clearview Wealth Advisors LLC | 0 | $0 | 0.00% | −20−100.0% | Sold out |
| Retirement Group, LLC | 0 | $0 | 0.00% | −19−100.0% | Sold out |
| Rosenberg Matthew Hamilton | 0 | $0 | 0.00% | −15−100.0% | Sold out |
| 25 LLC | 0 | $0 | 0.00% | −10−100.0% | Sold out |
| Private Ocean, LLC | 0 | $0 | 0.00% | −7−100.0% | Sold out |
| Horan Securities, Inc. | 0 | $0 | 0.00% | −4−100.0% | Sold out |
| Disciplined Investments, LLC | 0 | $0 | 0.00% | −3−100.0% | Sold out |
| Sofos Investments, Inc. | 0 | $0 | 0.00% | −51−100.0% | Sold out |
| Evermay Wealth Management LLC | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| O'Dell Group, LLC | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| Aspire Private Capital, LLC | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| Fiduciary Alliance LLC | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| Pictet Asset Management SA | – | – | – | – | Not filed |
| EA Series Trust | – | – | – | – | Not filed |
| PFS Investments Inc. | – | – | – | – | Not filed |
| Destiny Capital Corp | – | – | – | – | Not filed |
| Silverhawk Asset Management, LLC | – | – | – | – | Not filed |
| BDO Wealth Advisors, LLC | – | – | – | – | Not filed |
| First Capital Advisors Group, LLC. | – | – | – | – | Not filed |
| Kistler-Tiffany Companies, LLC | – | – | – | – | Not filed |
| Piershale Financial Group, Inc. | – | – | – | – | Not filed |
| BerganKDV Wealth Management, LLC | – | – | – | – | Not filed |
| Coastal Capital Group, Inc. | – | – | – | – | Not filed |