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 |
|---|---|---|---|---|---|
| SRS Capital Advisors, Inc. | 79 | $3.32K | 0.00% | −100−55.9% | Reduced |
| Bell Investment Advisors, Inc | 76 | $3.19K | 0.00% | +10+15.2% | Added |
| McIlrath & Eck, LLC | 75 | $3.15K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 60 | $3.13K | 0.00% | −102−63.0% | Reduced |
| Flaharty Asset Management, LLC | 74 | $3.11K | 0.00% | +74 | New |
| Jamison Private Wealth Management, Inc. | 73 | $3.07K | 0.00% | +73 | New |
| ZRC Wealth Management, LLC | 72 | $3.02K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 63 | $3.00K | 0.00% | −947−93.8% | Reduced |
| Capital Analysts, LLC | 60 | $3.00K | 0.00% | +60 | New |
| Carolinas Wealth Consulting LLC | 74 | $2.88K | 0.00% | 00.0% | Unchanged |
| Johnson Midwest Financial, LLC | 61 | $2.56K | 0.01% | 00.0% | Unchanged |
| Core Alternative Capital | 61 | $2.56K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 54 | $2.27K | 0.00% | −111−67.3% | Reduced |
| Financial Synergies Wealth Advisors, Inc. | 53 | $2.23K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 53 | $2.23K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 52 | $2.18K | 0.00% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 50 | $2.10K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 49 | $2.06K | 0.00% | +1+2.1% | Added |
| Asset Dedication, LLC | 53 | $2.00K | 0.00% | −26−32.9% | Reduced |
| Bartlett & Co. LLC | 52 | $2.00K | 0.00% | 00.0% | Unchanged |
| AlphaMark Advisors, LLC | 36 | $2.00K | 0.00% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 44 | $1.79K | 0.00% | +22+100.0% | Added |
| Oakworth Capital, Inc. | 40 | $1.68K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 39 | $1.64K | 0.00% | −574−93.6% | Reduced |
| Armstrong Advisory Group, Inc | 37 | $1.55K | 0.00% | −14−27.5% | Reduced |
| Westside Investment Management, Inc. | 32 | $1.34K | 0.00% | −37−53.6% | Reduced |
| Cullen/Frost Bankers, Inc. | 31 | $1.30K | 0.00% | 00.0% | Unchanged |
| Financial Freedom, LLC | 30 | $1.26K | 0.00% | −7−18.9% | Reduced |
| Lee Financial Co | 30 | $1.26K | 0.00% | 00.0% | Unchanged |
| Coppell Advisory Solutions LLC | 20 | $1.11K | 0.00% | −899−97.8% | Reduced |
| RE Dickinson Investment Advisors, LLC | 34 | $1.00K | 0.00% | 00.0% | Unchanged |
| VitalStone Financial, LLC | 20 | $1.00K | 0.00% | −20−50.0% | Reduced |
| Hazlett, Burt & Watson, Inc. | 22 | $1.00K | 0.00% | +22 | New |
| Sutton Wealth Advisors Inc. | 22 | $924 | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 20 | $840 | 0.00% | 00.0% | Unchanged |
| Authentikos Wealth Advisory, LLC | 19 | $798 | 0.00% | +19 | New |
| JJJ Advisors Inc. | 18 | $756 | 0.00% | 00.0% | Unchanged |
| Solstein Capital, LLC | 18 | $756 | 0.00% | 00.0% | Unchanged |
| Impact Partnership Wealth, LLC | 14 | $568 | 0.00% | +14 | New |
| Fifth Third Bancorp | 12 | $504 | 0.00% | −10−45.5% | Reduced |
| Nalls Sherbakoff Group, LLC | 12 | $504 | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 12 | $504 | 0.00% | 00.0% | Unchanged |
| PayPay Securities Corp | 12 | $504 | 0.02% | 00.0% | Unchanged |
| Pittenger & Anderson Inc | 11 | $462 | 0.00% | 00.0% | Unchanged |
| Castleview Partners, LLC | 10 | $420 | 0.00% | −3,510−99.7% | Reduced |
| St. Johns Investment Management Company, LLC | 10 | $420 | 0.00% | −37−78.7% | Reduced |
| Focused Wealth Management, Inc | 10 | $420 | 0.00% | 00.0% | Unchanged |
| Maryland Capital Advisors Inc. | 10 | $420 | 0.00% | 00.0% | Unchanged |
| MB, Levis & Associates, LLC | 10 | $420 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 9 | $378 | 0.00% | +1+12.5% | Added |
| Key Financial Inc | 7 | $294 | 0.00% | 00.0% | Unchanged |
| Glass Jacobson Investment Advisors llc | 7 | $294 | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 5 | $210 | 0.00% | −13−72.2% | Reduced |
| Your Advocates Ltd., LLP | 5 | $210 | 0.00% | +5 | New |
| AllSquare Wealth Management LLC | 4 | $168 | 0.00% | 00.0% | Unchanged |
| St Germain D J Co Inc | 2 | $84 | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 2 | $84 | 0.00% | +1+100.0% | Added |
| DHJJ Financial Advisors, Ltd. | 2 | $84 | 0.00% | +2 | New |
| Gordian Capital Singapore Pte Ltd | 1 | $42 | 0.00% | 00.0% | Unchanged |
| ClariVest Asset Management LLC | 11 | $0 | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 8 | $0 | 0.00% | −3−27.3% | Reduced |
| Foster Dykema Cabot & Co Inc | 5 | $0 | 0.00% | 00.0% | Unchanged |
| HBC Financial Services, PLLC | 10 | $0 | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 23 | $0 | 0.00% | +23 | New |
| Steward Financial Group LLC | 6 | $0 | 0.00% | +6 | New |
| TD Ameritrade Investment Management, LLC | 0 | $0 | 0.00% | −22−100.0% | Sold out |
| Coatue Management LLCSuperinvestorCoatue Management | 0 | $0 | 0.00% | −1,096,316−100.0% | Sold out |
| Cota Capital Management, LLC | 0 | $0 | 0.00% | −221,914−100.0% | Sold out |
| Andra AP-fonden | 0 | $0 | 0.00% | −208,700−100.0% | Sold out |
| TB Alternative Assets Ltd. | 0 | $0 | 0.00% | −101,700−100.0% | Sold out |
| Bayesian Capital Management, LP | 0 | $0 | 0.00% | −76,063−100.0% | Sold out |
| Natixis Advisors, L.P. | 0 | $0 | 0.00% | −48,252−100.0% | Sold out |
| Tocqueville Asset Management L.P. | 0 | $0 | 0.00% | −45,122−100.0% | Sold out |
| FDx Advisors, Inc. | 0 | $0 | 0.00% | −43,397−100.0% | Sold out |
| Mizuho Markets Americas LLC | 0 | $0 | 0.00% | −43,131−100.0% | Sold out |
| CIBC Private Wealth Group, LLC | 0 | $0 | 0.00% | −37,107−100.0% | Sold out |
| Meeder Asset Management Inc | 0 | $0 | 0.00% | −36,449−100.0% | Sold out |
| Stephens Inc | 0 | $0 | 0.00% | −34,300−100.0% | Sold out |
| V Wealth Advisors LLC | 0 | $0 | 0.00% | −33,269−100.0% | Sold out |
| Portside Wealth Group, LLC | 0 | $0 | 0.00% | −30,748−100.0% | Sold out |
| CWM Advisors, LLC | 0 | $0 | 0.00% | −30,013−100.0% | Sold out |
| Westwood Holdings Group Inc. | 0 | $0 | 0.00% | −28,131−100.0% | Sold out |
| Brinker Capital Investments, LLC | 0 | $0 | 0.00% | −27,363−100.0% | Sold out |
| Orion Portfolio Solutions, LLC | 0 | $0 | 0.00% | −27,363−100.0% | Sold out |
| Atria Investments LLC | 0 | $0 | 0.00% | −25,564−100.0% | Sold out |
| Vestmark Advisory Solutions, Inc. | 0 | $0 | 0.00% | −24,088−100.0% | Sold out |
| Ergoteles LLC | 0 | $0 | 0.00% | −22,433−100.0% | Sold out |
| Icon Wealth Partners, LLC | 0 | $0 | 0.00% | −21,072−100.0% | Sold out |
| Weiss Multi-Strategy Advisers LLC | 0 | $0 | 0.00% | −20,000−100.0% | Sold out |
| Hood River Capital Management LLC | 0 | $0 | 0.00% | −19,471−100.0% | Sold out |
| Cipher Capital LP | 0 | $0 | 0.00% | −19,007−100.0% | Sold out |
| AustralianSuper Pty Ltd | 0 | $0 | 0.00% | −18,441−100.0% | Sold out |
| Greatmark Investment Partners, Inc. | 0 | $0 | 0.00% | −17,500−100.0% | Sold out |
| Oak Thistle LLC | 0 | $0 | 0.00% | −15,821−100.0% | Sold out |
| Alliance Wealth Advisors, LLC | 0 | $0 | 0.00% | −15,487−100.0% | Sold out |
| Baker Tilly Wealth Management, LLC | 0 | $0 | 0.00% | −15,163−100.0% | Sold out |
| Quadrature Capital Ltd | 0 | $0 | 0.00% | −14,623−100.0% | Sold out |
| Hamilton Lane Advisors LLC | 0 | $0 | 0.00% | −14,565−100.0% | Sold out |
| Public Sector Pension Investment Board | 0 | $0 | 0.00% | −12,474−100.0% | Sold out |
| DFPG Investments, LLC | 0 | $0 | 0.00% | −10,528−100.0% | Sold out |