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 |
|---|---|---|---|---|---|
| Baird Financial Group, Inc. | 37,636 | $1.58M | 0.00% | +2,184+6.2% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 37,603 | $1.58M | 0.01% | −13,056−25.8% | Reduced |
| Empowered Funds, LLC | 37,453 | $1.57M | 0.05% | +1,313+3.6% | Added |
| Thrivent Financial for Lutherans | 37,121 | $1.56M | 0.00% | −175,807−82.6% | Reduced |
| Gilder Gagnon Howe & Co LLC | 36,975 | $1.55M | 0.02% | −299,738−89.0% | Reduced |
| Bogart Wealth, LLC | 36,953 | $1.55M | 0.10% | +2,217+6.4% | Added |
| Franklin Resources Inc | 36,928 | $1.55M | 0.00% | −106,323−74.2% | Reduced |
| Royal Fund Management, LLC | 36,700 | $1.54M | 0.22% | +1,800+5.2% | Added |
| Sage Rhino Capital LLC | 36,406 | $1.53M | 0.43% | −1,108−3.0% | Reduced |
| Rathbone Brothers plc | 35,997 | $1.51M | 0.01% | +35,997 | New |
| IFM Investors Pty Ltd | 35,577 | $1.49M | 0.02% | +635+1.8% | Added |
| Nissay Asset Management Corp | 35,169 | $1.48M | 0.01% | +822+2.4% | Added |
| Utah Retirement Systems | 34,787 | $1.46M | 0.02% | +300+0.9% | Added |
| Federation des caisses Desjardins du Quebec | 34,643 | $1.46M | 0.02% | −10,889−23.9% | Reduced |
| DnB Asset Management AS | 34,194 | $1.44M | 0.01% | +3,572+11.7% | Added |
| Tredje AP-fonden | 33,400 | $1.40M | 0.02% | −3,042−8.3% | Reduced |
| Meridian Investment Counsel Inc. | 32,230 | $1.35M | 0.51% | −500−1.5% | Reduced |
| Y.D. More Investments Ltd | 28,342 | $1.24M | 0.25% | +2,497+9.7% | Added |
| Oppenheimer & Co Inc | 29,446 | $1.24M | 0.03% | +297+1.0% | Added |
| Three Bridge Wealth Advisors, LLC | 29,382 | $1.23M | 0.51% | 00.0% | Unchanged |
| River & Mercantile Asset Management LLP | 29,285 | $1.23M | 0.29% | −2,451−7.7% | Reduced |
| Janney Montgomery Scott LLC | 29,269 | $1.23M | 0.00% | +6,305+27.5% | Added |
| Xponance, Inc. | 28,959 | $1.22M | 0.02% | +836+3.0% | Added |
| Vontobel Holding Ltd. | 28,823 | $1.21M | 0.01% | +3,209+12.5% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 28,309 | $1.19M | 0.00% | −571−2.0% | Reduced |
| Destiny Capital Securities Corporation | 28,243 | $1.19M | 0.96% | +28,243 | New |
| Centiva Capital, LP | 27,561 | $1.16M | 0.06% | +10,328+59.9% | Added |
| Daiwa Securities Group Inc. | 14,372 | $1.15M | 0.01% | +400+2.9% | Added |
| Edgestream Partners, L.P. | 27,290 | $1.15M | 0.09% | +27,290 | New |
| TD Asset Management Inc | 27,168 | $1.14M | 0.00% | +1,912+7.6% | Added |
| Summit Global Investments | 26,507 | $1.11M | 0.07% | +26,507 | New |
| Washington Trust Advisors, Inc. | 26,453 | $1.11M | 0.11% | −395−1.5% | Reduced |
| Freestone Capital Holdings, LLC | 25,962 | $1.09M | 0.06% | −2,447−8.6% | Reduced |
| Principal Financial Group Inc | 25,027 | $1.05M | 0.00% | +859+3.6% | Added |
| New York Life Investment Management LLC | 25,014 | $1.05M | 0.01% | +11,137+80.3% | Added |
| Parallax Volatility Advisers, L.P. | 25,000 | $1.05M | 0.04% | 00.0% | Unchanged |
| Titleist Asset Management, LLC | 24,655 | $1.04M | 0.21% | +11,809+91.9% | Added |
| Intech Investment Management LLC | 24,480 | $1.03M | 0.02% | −4,978−16.9% | Reduced |
| Public Employees Retirement Association of Colorado | 24,482 | $1.03M | 0.01% | −1,646−6.3% | Reduced |
| Cetera Advisor Networks LLC | 24,470 | $1.03M | 0.01% | +3,932+19.1% | Added |
| Schonfeld Strategic Advisors LLC | 24,307 | $1.02M | 0.01% | +24,307 | New |
| Executive Wealth Management, LLC | 23,809 | $1.00M | 0.10% | +23,809 | New |
| Ameritas Advisory Services, LLC | 23,588 | $988.6K | 0.05% | +18,276+344.1% | Added |
| Sherbrooke Park Advisers LLC | 22,750 | $955.5K | 0.30% | +8,923+64.5% | Added |
| Credit Agricole S A | 22,326 | $937.7K | 0.03% | −975−4.2% | Reduced |
| Cetera Advisors LLC | 22,293 | $936.3K | 0.01% | +3,375+17.8% | Added |
| Arrowstreet Capital, Limited Partnership | 22,238 | $934.0K | 0.00% | −17,870−44.6% | Reduced |
| Cresset Asset Management, LLC | 22,231 | $933.7K | 0.01% | −363−1.6% | Reduced |
| Dark Forest Capital Management LP | 22,165 | $930.9K | 0.08% | +22,165 | New |
| Victory Capital Management Inc | 22,017 | $924.7K | 0.00% | −54,186−71.1% | Reduced |
| Amalgamated Bank | 21,536 | $905.0K | 0.01% | −757−3.4% | Reduced |
| Polianta Ltd | 21,300 | $894.0K | 0.44% | +21,300 | New |
| Kestra Advisory Services, LLC | 21,079 | $885.3K | 0.01% | −3,758−15.1% | Reduced |
| Lyell Wealth Management, LP | 20,898 | $877.7K | 0.12% | −1,376−6.2% | Reduced |
| Verition Fund Management LLC | 20,872 | $876.6K | 0.01% | +2,001+10.6% | Added |
| Profund Advisors LLC | 20,832 | $874.9K | 0.05% | +1,227+6.3% | Added |
| Janus Henderson Group PLC | 20,634 | $866.7K | 0.00% | −2,019−8.9% | Reduced |
| C2C Wealth Management, LLC | 20,795 | $866.1K | 0.12% | +20,795 | New |
| Coronation Fund Managers Ltd. | 20,382 | $856.0K | 0.03% | −1,935−8.7% | Reduced |
| Ropes Wealth Advisors LLC | 20,349 | $854.7K | 0.17% | 00.0% | Unchanged |
| Gulf International Bank (UK) Ltd | 20,222 | $849.0K | 0.02% | 00.0% | Unchanged |
| Hilltop Holdings Inc. | 19,798 | $831.5K | 0.10% | −3,120−13.6% | Reduced |
| Mitchell & Pahl Private Wealth, LLC | 19,790 | $831.2K | 0.49% | +1,867+10.4% | Added |
| CWM, LLC | 19,492 | $819.0K | 0.01% | +11,645+148.4% | Added |
| Echo Street Capital Management LLC | 19,324 | $811.6K | 0.01% | +6,968+56.4% | Added |
| Berylson Capital Partners, LLC | 19,300 | $810.6K | 2.08% | +12,400+179.7% | Added |
| Gotham Asset Management, LLC | 19,084 | $801.5K | 0.02% | −32,132−62.7% | Reduced |
| Fisher Asset Management, LLC | 18,764 | $788.1K | 0.00% | −14,606−43.8% | Reduced |
| Mariner, LLC | 18,736 | $786.9K | 0.00% | −4,396−19.0% | Reduced |
| Wellington Management Group LLP | 18,707 | $785.7K | 0.00% | −3,159,901−99.4% | Reduced |
| British Columbia Investment Management Corp | 18,284 | $767.9K | 0.01% | 00.0% | Unchanged |
| New York State Teachers Retirement System | 18,119 | $761.0K | 0.00% | +4,599+34.0% | Added |
| Patten & Patten Inc | 18,046 | $757.9K | 0.07% | −1,900−9.5% | Reduced |
| Boston Partners | 17,914 | $752.4K | 0.00% | 00.0% | Unchanged |
| Avantax Advisory Services, Inc. | 17,911 | $752.2K | 0.01% | −699−3.8% | Reduced |
| Ieq Capital, LLC | 17,747 | $745.4K | 0.02% | −6,699−27.4% | Reduced |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 17,727 | $744.5K | 0.01% | +5,088+40.3% | Added |
| CI Private Wealth, LLC | 17,492 | $734.5K | 0.00% | +189+1.1% | Added |
| Acorn Financial Advisory Services Inc | 17,471 | $733.8K | 0.13% | +66+0.4% | Added |
| Petrus Trust Company, LTA | 17,035 | $715.5K | 0.08% | +8,654+103.3% | Added |
| Elo Mutual Pension Insurance Co | 16,938 | $711.0K | 0.02% | +433+2.6% | Added |
| Campbell & CO Investment Adviser LLC | 16,922 | $710.7K | 0.09% | −5,734−25.3% | Reduced |
| Creative Planning | 16,274 | $683.5K | 0.00% | −84−0.5% | Reduced |
| Illinois Municipal Retirement Fund | 16,271 | $683.0K | 0.01% | 00.0% | Unchanged |
| Westpac Banking Corp | 16,252 | $682.6K | 0.05% | +9,461+139.3% | Added |
| Cerity Partners LLC | 15,938 | $669.4K | 0.00% | −64−0.4% | Reduced |
| Private Advisor Group, LLC | 15,897 | $667.7K | 0.01% | +4,206+36.0% | Added |
| Perpetual Ltd | 15,773 | $662.5K | 0.01% | +9,461+149.9% | Added |
| Baader Bank INC | 15,765 | $660.9K | 0.06% | +1,989+14.4% | Added |
| Teacher Retirement System of Texas | 15,675 | $658.0K | 0.00% | +411+2.7% | Added |
| Maryland State Retirement & Pension System | 15,624 | $656.2K | 0.02% | 00.0% | Unchanged |
| AE Wealth Management LLC | 15,402 | $646.9K | 0.00% | +703+4.8% | Added |
| Landscape Capital Management, L.L.C. | 15,276 | $641.6K | 0.08% | +15,276 | New |
| Nomura Holdings Inc | 15,022 | $630.9K | 0.01% | −2,293−13.2% | Reduced |
| Werlinich Asset Management, LLC | 14,954 | $628.0K | 0.52% | +727+5.1% | Added |
| Strategic Investment Solutions, Inc. | 12,600 | $617.6K | 0.01% | +12,400+6,200.0% | Added |
| Cutler Group LP | 14,664 | $615.0K | 0.10% | +2,702+22.6% | Added |
| PDT Partners, LLC | 14,500 | $609.0K | 0.08% | −2,100−12.7% | Reduced |
| U.S. Capital Wealth Advisors, LLC | 14,150 | $594.3K | 0.03% | +3,871+37.7% | Added |
| Blueshift Asset Management, LLC | 14,038 | $589.6K | 0.35% | −19,968−58.7% | Reduced |