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 |
|---|---|---|---|---|---|
| National Asset Management, Inc. | 13,892 | $583.5K | 0.02% | −2,738−16.5% | Reduced |
| MAI Capital Management | 13,583 | $570.5K | 0.01% | −225−1.6% | Reduced |
| Toroso Investments, LLC | 13,502 | $567.1K | 0.02% | +2,137+18.8% | Added |
| Ridgewood Investments LLC | 13,438 | $564.4K | 0.37% | +8,316+162.4% | Added |
| Occudo Quantitative Strategies LP | 13,363 | $561.2K | 0.07% | +13,363 | New |
| Truist Financial Corp | 13,284 | $557.9K | 0.00% | +1,412+11.9% | Added |
| Guggenheim Capital LLC | 13,264 | $557.1K | 0.00% | −2,442−15.5% | Reduced |
| Prime Capital Investment Advisors, LLC | 13,248 | $556.4K | 0.01% | +5,028+61.2% | Added |
| Independent Financial Group, LLC | 13,218 | $555.2K | 0.04% | +4,906+59.0% | Added |
| MUFG Securities EMEA plc | 12,946 | $543.7K | 0.06% | +4,858+60.1% | Added |
| Resonant Capital Advisors, LLC | 12,836 | $539.1K | 0.06% | +350+2.8% | Added |
| Intellectus Partners, LLC | 12,676 | $532.4K | 0.17% | −5,374−29.8% | Reduced |
| FinTrust Capital Advisors, LLC | 12,641 | $530.9K | 0.12% | +4,562+56.5% | Added |
| Financial Advocates Investment Management | 12,625 | $530.3K | 0.04% | −3,524−21.8% | Reduced |
| Sumitomo Mitsui Financial Group, Inc. | 12,540 | $526.8K | 0.02% | −22,884−64.6% | Reduced |
| Alpha DNA Investment Management LLC | 12,477 | $524.0K | 0.34% | −2,596−17.2% | Reduced |
| Independent Advisor Alliance | 12,455 | $523.1K | 0.02% | −466−3.6% | Reduced |
| MetLife Investment Management | 12,433 | $522.2K | 0.00% | +50.0% | Added |
| National Bank of Canada | 12,526 | $521.9K | 0.00% | −4,646−27.1% | Reduced |
| Brighton Jones LLC | 12,361 | $519.2K | 0.03% | −2,266−15.5% | Reduced |
| Fox Run Management, L.L.C. | 12,361 | $519.2K | 0.15% | −824−6.2% | Reduced |
| Summit Trail Advisors, LLC | 12,293 | $516.3K | 0.02% | +335+2.8% | Added |
| Bokf, NA | 13,148 | $511.2K | 0.01% | −10.0% | Reduced |
| XTX Topco Ltd | 12,112 | $508.7K | 0.09% | −5,883−32.7% | Reduced |
| JustInvest LLC | 12,059 | $506.5K | 0.02% | −2,397−16.6% | Reduced |
| Texas Capital Bank Wealth Management Services Inc | 12,000 | $504.0K | 0.06% | 00.0% | Unchanged |
| PEAK6 Investments LLC | 11,690 | $491.0K | 0.02% | +11,690 | New |
| State of Alaska, Department of Revenue | 11,390 | $478.0K | 0.01% | 00.0% | Unchanged |
| International Assets Investment Management, LLC | 11,499 | $475.1K | 0.07% | +2,210+23.8% | Added |
| Venturi Wealth Management, LLC | 11,176 | $469.4K | 0.04% | +552+5.2% | Added |
| M&T Bank Corp | 11,088 | $466.0K | 0.00% | −884−7.4% | Reduced |
| Eagle Harbor Asset Management Inc | 11,069 | $464.9K | 0.61% | +11,069 | New |
| Mach-1 Financial Group, Inc. | 11,048 | $464.0K | 0.19% | +607+5.8% | Added |
| Linden Thomas Advisory Services, LLC | 10,859 | $456.1K | 0.10% | +10,859 | New |
| SeaCrest Wealth Management, LLC | 10,844 | $455.4K | 0.06% | −887−7.6% | Reduced |
| Stansberry Asset Management, LLC | 10,840 | $455.3K | 0.08% | +10,840 | New |
| Hillsdale Investment Management Inc. | 10,640 | $446.9K | 0.04% | +2,950+38.4% | Added |
| Aspiriant, LLC | 10,547 | $443.0K | 0.02% | 00.0% | Unchanged |
| Mercer Global Advisors Inc | 10,525 | $442.0K | 0.00% | −1,200−10.2% | Reduced |
| Merit Financial Group, LLC | 10,461 | $439.4K | 0.01% | −540−4.9% | Reduced |
| Carmel Capital Partners, LLC | 10,405 | $437.0K | 0.20% | −2,025−16.3% | Reduced |
| IPG Investment Advisors LLC | 10,395 | $436.6K | 0.10% | +5,000+92.7% | Added |
| IMA Wealth, Inc. | 10,349 | $434.7K | 0.11% | −150−1.4% | Reduced |
| Left Brain Wealth Management, LLC | 10,324 | $433.6K | 0.27% | −285−2.7% | Reduced |
| Green Alpha Advisors, LLC | 10,298 | $432.5K | 0.33% | +1,360+15.2% | Added |
| Commerce Bank | 10,221 | $429.3K | 0.00% | +101+1.0% | Added |
| Davenport & Co LLC | 10,173 | $427.3K | 0.00% | −343−3.3% | Reduced |
| Laird Norton Trust Company, LLC | 10,106 | $424.5K | 0.05% | 00.0% | Unchanged |
| 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 |
| Atria Wealth Solutions, Inc. | 10,000 | $420.0K | 0.01% | −3,779−27.4% | Reduced |
| Copperwynd Financial, LLC | 9,973 | $418.9K | 0.20% | +1,416+16.5% | Added |
| Swiss Life Asset Management Ltd | 9,906 | $415.7K | 0.01% | −219−2.2% | Reduced |
| Captrust Financial Advisors | 9,892 | $415.5K | 0.00% | +2,647+36.5% | Added |
| Group One Trading, L.P. | 9,872 | $414.6K | 0.02% | +5,191+110.9% | Added |
| Weatherly Asset Management L. P. | 9,763 | $410.0K | 0.05% | −3,352−25.6% | Reduced |
| Flagship Harbor Advisors, LLC | 9,728 | $408.6K | 0.03% | +3,279+50.8% | Added |
| Essex LLC | 9,715 | $408.0K | 0.11% | −3,138−24.4% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 9,662 | $405.8K | 0.02% | +350+3.8% | Added |
| D.A. Davidson & Co. | 9,615 | $403.8K | 0.00% | −4,931−33.9% | Reduced |
| RMR Wealth Builders | 9,225 | $387.4K | 0.06% | −340−3.6% | Reduced |
| E. Ohman J:or Asset Management AB | 9,200 | $386.4K | 0.01% | 00.0% | Unchanged |
| Americana Partners, LLC | 9,175 | $380.6K | 0.04% | +3,009+48.8% | Added |
| Bollard Group LLC | 9,053 | $380.0K | 0.01% | −15−0.2% | Reduced |
| GraniteShares Advisors LLC | 8,954 | $376.1K | 0.35% | +8,954 | New |
| Marex Group plc | 8,939 | $375.4K | 0.05% | +765+9.4% | Added |
| Integrated Wealth Concepts LLC | 8,929 | $375.0K | 0.01% | −3,937−30.6% | Reduced |
| Tower Research Capital LLC (TRC) | 8,868 | $372.5K | 0.01% | +7,777+712.8% | Added |
| Jefferies Financial Group Inc. | 8,852 | $371.8K | 0.01% | +8,852 | New |
| Bank Julius Baer & Co. Ltd, Zurich | 8,772 | $368.0K | 0.00% | +1,197+15.8% | Added |
| Nebula Research & Development LLC | 8,746 | $367.3K | 0.19% | +8,746 | New |
| Redmond Asset Management, LLC | 8,721 | $366.3K | 0.13% | −39−0.4% | Reduced |
| Kovack Advisors, Inc. | 8,647 | $363.2K | 0.05% | +71+0.8% | Added |
| Shell Asset Management Co | 8,596 | $361.0K | 0.01% | −223−2.5% | Reduced |
| Beck Capital Management, LLC | 8,528 | $358.2K | 0.14% | −607−6.6% | Reduced |
| Versor Investments LP | 8,409 | $353.2K | 0.07% | −4,898−36.8% | Reduced |
| Garde Capital, Inc. | 8,371 | $352.0K | 0.03% | −200−2.3% | Reduced |
| Kestra Private Wealth Services, LLC | 8,364 | $351.3K | 0.01% | +1,417+20.4% | Added |
| Algert Global LLC | 8,325 | $349.6K | 0.02% | −5,964−41.7% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 8,315 | $349.2K | 0.00% | +8,315 | New |
| Comerica Bank | 8,303 | $348.7K | 0.00% | +8,303 | New |
| Parallel Advisors, LLC | 8,269 | $347.3K | 0.01% | −428−4.9% | Reduced |
| O'Shaughnessy Asset Management, LLC | 8,106 | $340.5K | 0.01% | +973+13.6% | Added |
| Pinnacle Associates Ltd | 8,086 | $339.6K | 0.01% | −181−2.2% | Reduced |
| Centaurus Financial, Inc. | 8,072 | $339.0K | 0.03% | +398+5.2% | Added |
| MML Investors Services, LLC | 8,000 | $336.0K | 0.00% | −10,365−56.4% | Reduced |
| Bennett Selby Investments LP | 7,934 | $333.2K | 0.19% | −2,361−22.9% | Reduced |
| Gilbert & Cook, Inc. | 7,893 | $331.5K | 0.05% | +7,893 | New |
| Manchester Financial Inc | 7,873 | $330.7K | 0.10% | −240−3.0% | Reduced |
| Inceptionr LLC | 7,579 | $318.3K | 0.18% | −300−3.8% | Reduced |
| Beacon Pointe Advisors, LLC | 7,537 | $316.6K | 0.00% | +3,211+74.2% | Added |
| Cetera Investment Advisers | 7,515 | $315.6K | 0.00% | −533−6.6% | Reduced |
| Canvas Wealth Advisors, LLC | 7,829 | $315.3K | 0.13% | +3,305+73.1% | Added |
| Alberta Investment Management Corp | 7,400 | $310.8K | 0.00% | 00.0% | Unchanged |
| Machina Capital S.A.S. | 7,379 | $309.9K | 0.17% | +7,379 | New |
| TownSquare Capital, LLC | 7,356 | $308.9K | 0.01% | −163,108−95.7% | Reduced |
| DC Investments Management, LLC | 7,279 | $305.7K | 0.38% | 00.0% | Unchanged |
| TrimTabs Asset Management, LLC | 7,268 | $305.3K | 0.16% | +175+2.5% | Added |
| GWM Advisors LLC | 7,206 | $302.7K | 0.00% | +1,543+27.2% | Added |
| Gsa Capital Partners LLP | 7,109 | $299.0K | 0.03% | −2,560−26.5% | Reduced |