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 |
|---|---|---|---|---|---|
| Wolff Wiese Magana LLC | 973 | $40.9K | 0.03% | −160−14.1% | Reduced |
| Sittner & Nelson, LLC | 950 | $39.9K | 0.02% | 00.0% | Unchanged |
| Horizon Investments, LLC | 929 | $39.0K | 0.00% | +67+7.8% | Added |
| Grove Bank & Trust | 899 | $37.8K | 0.01% | −7,490−89.3% | Reduced |
| Beacon Capital Management, LLC | 721 | $36.8K | 0.01% | 00.0% | Unchanged |
| Performa Ltd (US), LLC | 825 | $34.6K | 0.02% | +275+50.0% | Added |
| Migdal Insurance & Financial Holdings Ltd. | 799 | $34.0K | 0.00% | −108−11.9% | Reduced |
| Private Trust Co NA | 787 | $33.1K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 784 | $32.9K | 0.00% | +193+32.7% | Added |
| IFP Advisors, Inc | 764 | $32.1K | 0.00% | −119−13.5% | Reduced |
| BluePath Capital Management, LLC | 762 | $32.0K | 0.03% | +762 | New |
| Washington Trust Co | 760 | $31.9K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 726 | $30.5K | 0.00% | −173−19.2% | Reduced |
| C M Bidwell & Associates Ltd | 682 | $28.6K | 0.02% | −5−0.7% | Reduced |
| Tyler-Stone Wealth Management | 655 | $28.0K | 0.02% | −50−7.1% | Reduced |
| Global Retirement Partners, LLC | 639 | $26.5K | 0.00% | +2+0.3% | Added |
| Umb Bank N A | 608 | $25.5K | 0.00% | −386−38.8% | Reduced |
| Desjardins Global Asset Management Inc. | 602 | $25.3K | 0.00% | −12−2.0% | Reduced |
| West Tower Group, LLC | 573 | $24.1K | 0.01% | +442+337.4% | Added |
| Capital Advisors, Ltd. LLC | 558 | $23.0K | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 546 | $22.9K | 0.02% | −100−15.5% | Reduced |
| Versant Capital Management, Inc | 522 | $21.9K | 0.01% | −68−11.5% | Reduced |
| KB Financial Partners, LLC | 505 | $21.0K | 0.01% | 00.0% | Unchanged |
| Clear Street Markets LLC | 505 | $21.0K | 0.01% | +205+68.3% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 485 | $20.4K | 0.00% | −233−32.5% | Reduced |
| Allworth Financial LP | 478 | $20.1K | 0.00% | −132−21.6% | Reduced |
| Huntington National Bank | 442 | $18.6K | 0.00% | +40+10.0% | Added |
| Quarry LP | 435 | $18.3K | 0.01% | +76+21.2% | Added |
| Ancora Advisors, LLC | 431 | $18.1K | 0.00% | −75−14.8% | Reduced |
| TD Waterhouse Canada Inc. | 410 | $17.9K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 406 | $17.1K | 0.00% | 00.0% | Unchanged |
| Harel Insurance Investments & Financial Services Ltd. | 416 | $17.0K | 0.00% | −41−9.0% | Reduced |
| WR Wealth Planners, LLC | 387 | $16.3K | 0.01% | −16−4.0% | Reduced |
| Covestor Ltd | 363 | $16.0K | 0.01% | +7+2.0% | Added |
| Institutional & Family Asset Management, LLC | 365 | $15.3K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 349 | $14.7K | 0.00% | +22+6.7% | Added |
| Ci Investments Inc. | 307 | $13.0K | 0.00% | +25+8.9% | Added |
| Glen Eagle Advisors, LLC | 308 | $12.9K | 0.00% | −93−23.2% | Reduced |
| Macroview Investment Management LLC | 304 | $12.8K | 0.02% | −15−4.7% | Reduced |
| Cornerstone Planning Group LLC | 302 | $12.7K | 0.00% | +175+137.8% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 300 | $12.6K | 0.00% | 00.0% | Unchanged |
| NBC Securities, Inc. | 296 | $12.0K | 0.00% | +296 | New |
| Headinvest, LLC | 279 | $11.6K | 0.00% | +279 | New |
| Quent Capital, LLC | 273 | $11.5K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 271 | $11.4K | 0.00% | −59−17.9% | Reduced |
| Activest Wealth Management | 269 | $11.3K | 0.01% | +269 | New |
| Tfo-TDC, LLC | 216 | $11.0K | 0.00% | +7+3.3% | Added |
| Bessemer Group Inc | 258 | $11.0K | 0.00% | −27−9.5% | Reduced |
| Stonebridge Capital Advisors LLC | 243 | $10.2K | 0.00% | +68+38.9% | Added |
| PSI Advisors, LLC | 239 | $10.0K | 0.00% | 00.0% | Unchanged |
| Adirondack Trust Co | 235 | $9.87K | 0.00% | 00.0% | Unchanged |
| Headlands Technologies LLC | 227 | $9.53K | 0.00% | +227 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 220 | $9.24K | 0.00% | −150−40.5% | Reduced |
| Cedar Wealth Management, LLC | 214 | $8.99K | 0.00% | 00.0% | Unchanged |
| Householder Group Estate & Retirement Specialist, LLC | 207 | $8.69K | 0.00% | +207 | New |
| Silicon Valley Capital Partners | 204 | $8.57K | 0.00% | 00.0% | Unchanged |
| Rocky Mountain Advisers, LLC | 200 | $8.40K | 0.00% | 00.0% | Unchanged |
| Montag A & Associates Inc | 200 | $8.40K | 0.00% | 00.0% | Unchanged |
| HM Payson & Co | 200 | $8.40K | 0.00% | 00.0% | Unchanged |
| Optimum Investment Advisors | 200 | $8.40K | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 193 | $8.11K | 0.00% | 00.0% | Unchanged |
| CarsonAllaria Wealth Management, Ltd. | 192 | $8.06K | 0.01% | −31−13.9% | Reduced |
| Tradewinds Capital Management, LLC | 190 | $7.98K | 0.00% | 00.0% | Unchanged |
| GoalVest Advisory LLC | 181 | $7.60K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 179 | $7.52K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 160 | $7.00K | 0.00% | 00.0% | Unchanged |
| Ashburton (Jersey) Ltd | 133 | $7.00K | 0.00% | 00.0% | Unchanged |
| Sandy Spring Bank | 162 | $6.80K | 0.00% | +157+3,140.0% | Added |
| Gables Capital Management Inc. | 160 | $6.72K | 0.00% | −280−63.6% | Reduced |
| ORG Partners LLC | 156 | $6.55K | 0.00% | −732−82.4% | Reduced |
| Quadrant Capital Group LLC | 156 | $6.55K | 0.00% | −244−61.0% | Reduced |
| NewSquare Capital LLC | 153 | $6.43K | 0.00% | −5−3.2% | Reduced |
| Baystate Wealth Management LLC | 150 | $6.30K | 0.00% | −75−33.3% | Reduced |
| Clearstead Advisors, LLC | 150 | $6.30K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Advisors | 150 | $6.30K | 0.00% | 00.0% | Unchanged |
| Nemes Rush Group LLC | 148 | $6.22K | 0.00% | −700−82.5% | Reduced |
| Tradition Wealth Management, LLC | 133 | $6.00K | 0.00% | −8−5.7% | Reduced |
| Strengthening Families & Communities, LLC | 142 | $6.00K | 0.00% | 00.0% | Unchanged |
| Pacifica Partners Inc. | 145 | $5.95K | 0.00% | 00.0% | Unchanged |
| IAG Wealth Partners, LLC | 140 | $5.88K | 0.00% | 00.0% | Unchanged |
| Column Capital Advisors, LLC | 139 | $5.84K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 128 | $5.38K | 0.00% | −398−75.7% | Reduced |
| Antonetti Capital Management LLC | 128 | $5.38K | 0.01% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 129 | $5.00K | 0.00% | 00.0% | Unchanged |
| Psagot Value Holdings Ltd. / (Israel) | 113 | $5.00K | 0.00% | +68+151.1% | Added |
| AdvisorNet Financial, Inc | 119 | $5.00K | 0.00% | −29−19.6% | Reduced |
| Richard W. Paul & Associates, LLC | 115 | $4.83K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 108 | $4.54K | 0.00% | −440−80.3% | Reduced |
| PFS Partners, LLC | 105 | $4.41K | 0.00% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 100 | $4.20K | 0.00% | 00.0% | Unchanged |
| Addison Advisors LLC | 100 | $4.20K | 0.00% | 00.0% | Unchanged |
| Nordwand Advisors, LLC | 100 | $4.20K | 0.00% | 00.0% | Unchanged |
| Buck Wealth Strategies, LLC | 100 | $4.20K | 0.00% | 00.0% | Unchanged |
| Hartford Financial Management Inc. | 97 | $4.07K | 0.00% | +97 | New |
| FNY Investment Advisers, LLC | 100 | $4.00K | 0.00% | −400−80.0% | Reduced |
| Earnest Partners LLC | 95 | $3.99K | 0.00% | 00.0% | Unchanged |
| Global Wealth Strategies & Associates | 95 | $3.99K | 0.00% | 00.0% | Unchanged |
| Mendota Financial Group, LLC | 95 | $3.99K | 0.00% | 00.0% | Unchanged |
| RFP Financial Group LLC | 81 | $3.40K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 80 | $3.36K | 0.00% | +6+8.1% | Added |