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 |
|---|---|---|---|---|---|
| Rodgers Brothers Inc. | 7,015 | $294.6K | 0.05% | +685+10.8% | Added |
| Meiji Yasuda Life Insurance Co | 7,006 | $294.3K | 0.01% | 00.0% | Unchanged |
| Inspire Advisors, LLC | 6,995 | $293.8K | 0.05% | +1,155+19.8% | Added |
| CIBC Asset Management Inc | 6,994 | $293.7K | 0.00% | +149+2.2% | Added |
| Malaga Cove Capital, LLC | 6,974 | $292.9K | 0.14% | −235−3.3% | Reduced |
| Rehmann Capital Advisory Group | 6,967 | $292.6K | 0.03% | +1,714+32.6% | Added |
| Tokio Marine Asset Management Co Ltd | 6,791 | $285.2K | 0.02% | +318+4.9% | Added |
| Asahi Life Asset Management Co., Ltd. | 6,770 | $284.3K | 0.10% | +6,770 | New |
| Allspring Global Investments Holdings, LLC | 6,733 | $282.8K | 0.00% | +5,444+422.3% | Added |
| Corton Capital Inc. | 6,716 | $282.1K | 0.14% | +819+13.9% | Added |
| Exchange Traded Concepts, LLC | 6,610 | $277.6K | 0.01% | −528−7.4% | Reduced |
| Strategic Advocates LLC | 6,604 | $277.4K | 0.13% | +6,604 | New |
| Comprehensive Financial Management LLC | 6,593 | $276.9K | 0.01% | 00.0% | Unchanged |
| Frontier Capital Management Co LLC | 6,361 | $267.2K | 0.00% | −10,097−61.4% | Reduced |
| NinePointTwo Capital | 6,323 | $265.0K | 0.11% | +6,323 | New |
| Diversified Trust Co | 6,285 | $264.0K | 0.01% | +6,285 | New |
| Steward Partners Investment Advisory, LLC | 6,283 | $263.9K | 0.00% | −9,160−59.3% | Reduced |
| Brown Miller Wealth Management, LLC | 6,283 | $263.9K | 0.15% | +859+15.8% | Added |
| Prudential PLC | 6,233 | $261.8K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 6,174 | $259.3K | 0.13% | −30.0% | Reduced |
| US Bancorp | 6,123 | $257.2K | 0.00% | −4,143−40.4% | Reduced |
| Prudential Financial Inc | 6,010 | $252.4K | 0.00% | −4,308−41.8% | Reduced |
| Wedbush Securities Inc | 6,006 | $252.0K | 0.01% | −1,303−17.8% | Reduced |
| Banque Cantonale Vaudoise | 6,030 | $252.0K | 0.01% | +2,437+67.8% | Added |
| Truvestments Capital LLC | 5,953 | $250.0K | 0.13% | +46+0.8% | Added |
| Western Wealth Management, LLC | 5,927 | $248.9K | 0.02% | +155+2.7% | Added |
| Wallace Advisory Group, LLC | 4,863 | $248.4K | 0.18% | −9−0.2% | Reduced |
| The PNC Financial Services Group, Inc. | 5,871 | $246.6K | 0.00% | −2,354−28.6% | Reduced |
| Bristlecone Advisors, LLC | 5,864 | $246.3K | 0.03% | −97−1.6% | Reduced |
| Proficio Capital Partners LLC | 5,826 | $244.7K | 0.03% | −274−4.5% | Reduced |
| Counterpoint Mutual Funds LLC | 5,805 | $243.8K | 0.20% | +3,394+140.8% | Added |
| Vident Advisory, LLC | 5,788 | $243.1K | 0.01% | +5,788 | New |
| Advisory Resource Group | 5,668 | $238.1K | 0.06% | +5,668 | New |
| Garden State Investment Advisory Services LLC | 5,582 | $234.4K | 0.11% | +1,050+23.2% | Added |
| Wealthcare Advisory Partners LLC | 5,492 | $230.7K | 0.01% | −557−9.2% | Reduced |
| Beacon Investment Advisory Services, Inc. | 5,480 | $230.2K | 0.01% | −234−4.1% | Reduced |
| Insigneo Advisory Services, LLC | 5,460 | $229.3K | 0.05% | −2,180−28.5% | Reduced |
| Brevan Howard Capital Management LP | 5,431 | $228.1K | 0.07% | +5,431 | New |
| Sigma Planning Corp | 5,311 | $223.1K | 0.01% | +807+17.9% | Added |
| Silvant Capital Management LLC | 5,289 | $222.1K | 0.01% | −236−4.3% | Reduced |
| Alps Advisors Inc | 5,268 | $221.3K | 0.00% | −7,009−57.1% | Reduced |
| Lido Advisors, LLC | 5,264 | $221.1K | 0.00% | +575+12.3% | Added |
| Prelude Capital Management, LLC | 5,246 | $220.3K | 0.02% | +5,246 | New |
| Stratos Wealth Partners, LTD. | 5,239 | $220.0K | 0.00% | +5,239 | New |
| Apollon Wealth Management, LLC | 5,096 | $214.0K | 0.01% | −692−12.0% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 5,085 | $214.0K | 0.00% | 00.0% | Unchanged |
| Legal Advantage Investments, Inc. | 5,015 | $210.6K | 0.15% | 00.0% | Unchanged |
| Easterly Investment Partners LLC | 5,001 | $210.0K | 0.02% | +5,001 | New |
| Obermeyer Wood Investment Counsel, LLLP | 5,000 | $210.0K | 0.02% | 00.0% | Unchanged |
| Oppenheimer Asset Management Inc. | 4,991 | $209.6K | 0.00% | −94,338−95.0% | Reduced |
| Parkwood LLC | 4,974 | $209.0K | 0.04% | −3,671−42.5% | Reduced |
| EMC Capital Management | 5,000 | $209.0K | 0.15% | −3,877−43.7% | Reduced |
| Capula Management Ltd | 4,900 | $205.8K | 0.01% | +4,900 | New |
| B. Metzler seel. Sohn & Co. AG | 4,878 | $204.9K | 0.00% | 00.0% | Unchanged |
| Impax Asset Management Group plc | 4,875 | $204.8K | 0.00% | −102−2.0% | Reduced |
| Winton Group Ltd | 4,792 | $201.3K | 0.02% | +4,792 | New |
| Vestcor Inc | 4,705 | $198.0K | 0.01% | −36−0.8% | Reduced |
| Kingswood Wealth Advisors, LLC | 4,679 | $196.5K | 0.03% | −1,441−23.5% | Reduced |
| Lazard Asset Management LLC | 4,622 | $194.0K | 0.00% | +4,279+1,247.5% | Added |
| Kapitalo Investimentos Ltda | 4,516 | $189.7K | 0.03% | +4,516 | New |
| XY Capital Ltd | 4,164 | $174.9K | 0.16% | +4,164 | New |
| Benjamin F. Edwards & Company, Inc. | 4,027 | $169.0K | 0.01% | −112−2.7% | Reduced |
| Central Trust Co | 3,925 | $164.8K | 0.00% | 00.0% | Unchanged |
| PGGM Investments | 3,659 | $154.0K | 0.00% | +3,659 | New |
| Geneos Wealth Management Inc. | 3,626 | $152.3K | 0.01% | −683−15.9% | Reduced |
| American International Group, Inc. | 3,516 | $147.7K | 0.00% | −245−6.5% | Reduced |
| Twin Lakes Capital Management, LLC | 3,303 | $138.7K | 0.10% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 3,200 | $134.4K | 0.00% | −830−20.6% | Reduced |
| EverSource Wealth Advisors, LLC | 3,047 | $128.0K | 0.01% | −729−19.3% | Reduced |
| Knights of Columbus Asset Advisors LLC | 3,021 | $126.9K | 0.01% | 00.0% | Unchanged |
| Global Trust Asset Management, LLC | 3,000 | $126.0K | 0.06% | −14−0.5% | Reduced |
| Spire Wealth Management | 2,991 | $125.6K | 0.00% | −286−8.7% | Reduced |
| Sunbelt Securities, Inc. | 2,968 | $124.7K | 0.02% | +1,570+112.3% | Added |
| Cary Street Partner Investment Advisory LLC | 2,810 | $118.0K | 0.01% | +580+26.0% | Added |
| Mine & Arao Wealth Creation & Management, LLC. | 2,732 | $114.7K | 0.07% | −350−11.4% | Reduced |
| Loomis Sayles & Co L P | 2,681 | $113.0K | 0.00% | −3,244−54.8% | Reduced |
| ING Groep NV | 2,380 | $100.0K | 0.00% | +2,380 | New |
| Signaturefd, LLC | 2,300 | $96.6K | 0.00% | −327−12.4% | Reduced |
| Ostrum Asset Management | 2,107 | $88.5K | 0.01% | −14−0.7% | Reduced |
| Gleason Group, Inc. | 1,855 | $77.9K | 0.02% | −1−0.1% | Reduced |
| Baker Avenue Asset Management, LP | 1,737 | $72.9K | 0.00% | −19,291−91.7% | Reduced |
| Gradient Investments LLC | 1,653 | $69.4K | 0.00% | 00.0% | Unchanged |
| Pacer Advisors, Inc. | 1,636 | $68.7K | 0.00% | +62+3.9% | Added |
| City State Bank | 1,624 | $68.0K | 0.04% | 00.0% | Unchanged |
| Osterweis Capital Management Inc | 1,500 | $63.0K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 1,470 | $61.7K | 0.00% | 00.0% | Unchanged |
| UniSuper Management Pty Ltd | 1,400 | $58.8K | 0.00% | 00.0% | Unchanged |
| CNB Bank | 1,334 | $56.0K | 0.03% | −118−8.1% | Reduced |
| V-Square Quantitative Management LLC | 1,324 | $55.6K | 0.02% | +74+5.9% | Added |
| Tortoise Investment Management, LLC | 1,312 | $55.1K | 0.01% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 1,182 | $49.6K | 0.01% | +518+78.0% | Added |
| Harbour Investments, Inc. | 1,113 | $46.7K | 0.00% | −61−5.2% | Reduced |
| First Pacific Financial | 1,092 | $45.9K | 0.02% | 00.0% | Unchanged |
| Hollencrest Capital Management | 1,090 | $45.8K | 0.01% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 1,061 | $45.0K | 0.00% | −145,237−99.3% | Reduced |
| Register Financial Advisors LLC | 1,020 | $42.8K | 0.03% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 1,010 | $42.4K | 0.01% | −7−0.7% | Reduced |
| Plante Moran Financial Advisors, LLC | 1,000 | $42.0K | 0.01% | 00.0% | Unchanged |
| Caz Investments LP | 1,000 | $42.0K | 0.12% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 981 | $41.2K | 0.02% | 00.0% | Unchanged |