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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.

Q4 2023 vs. Q3 2023

How the institutions holding DocuSign, Inc. changed between Q3 2023 and Q4 2023.

All holders in Q4 2023All holders in Q3 2023

13F holders of DOCU: Q3 2023 compared with Q4 2023
MeasureQ3 2023Of which not filed for Q4 2023Q4 2023Change
Holders66513708+56
Shares150.6M336.5K157.9M+7.64M (+5.1%)
Value$6.37B$14.1M$9.38B+$3.03B (+47.6%)

13 institutions that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so the changes leave them out.

New holders (147)

Institutions that held DocuSign, Inc. at the end of Q4 2023 but not at the end of Q3 2023.

Showing the largest 100 of 147 by value.

Institutions new to DOCU in Q4 2023
InstitutionSharesValue% of portfolio
Coatue Management LLCSuperinvestorCoatue Management4,849,014$288.3M1.21%
Jericho Capital Asset Management L.P.820,419$48.8M1.49%
Melqart Asset Management (UK) Ltd384,800$22.9M1.85%
Invenomic Capital Management LP358,881$21.3M1.14%
Aware Super Pty Ltd as trustee of Aware Super260,088$17.8M0.24%
ThornTree Capital Partners LP273,808$16.3M3.28%
Susquehanna Portfolio Strategies, LLC232,773$13.8M0.25%
Ardmore Road Asset Management LP200,000$11.9M2.70%
Taconic Capital Advisors LP175,000$10.4M1.00%
FORA Capital, LLC145,965$8.68M0.75%
Newbrook Capital Advisors LP140,423$8.35M1.24%
Pathstone Holdings, LLC130,481$7.76M0.04%
Woodline Partners LP130,404$7.75M0.08%
Zacks Investment Management98,540$5.86M0.07%
Teza Capital Management LLC98,024$5.83M0.97%
Tudor Investment Corp Et Al97,722$5.81M0.08%
Concentric Capital Strategies, LP86,116$5.12M0.67%
Davidson Kempner Capital Management LP85,000$5.05M0.09%
Hudson Bay Capital Management LP79,318$4.72M0.04%
Morgens Waterfall Vintiadis & Co Inc72,000$4.28M3.31%
Healthcare of Ontario Pension Plan Trust Fund70,000$4.16M0.01%
Potrero Capital Research LLC50,000$2.97M1.63%
Oak Family Advisors, LLC49,716$2.96M1.24%
Y-Intercept (Hong Kong) Ltd44,516$2.65M0.25%
LMR Partners LLP41,932$2.49M0.06%
National Philanthropic Trust40,021$2.38M0.06%
IMC-Chicago, LLC38,726$2.30M0.07%
UBS Oconnor LLC35,000$2.08M0.07%
Van Eck Associates Corp31,479$1.87M0.00%
Point72 Hong Kong Ltd29,604$1.76M0.11%
Destiny Capital Corp28,243$1.68M1.17%
Meeder Asset Management Inc27,221$1.62M0.13%
Holocene Advisors, LP27,172$1.62M0.01%
Eisler Capital (UK) Ltd.22,701$1.35M0.12%
Collaborative Holdings Management LP22,000$1.31M3.99%
Strategic Global Advisors, LLC21,762$1.29M0.30%
Fogel Capital Management, Inc.24,950$1.28M0.97%
Oak Thistle LLC19,536$1.16M0.33%
Entropy Technologies, LP17,760$1.06M0.20%
Clarius Group, LLC16,202$963.2K0.08%
Degroof Petercam Asset Management15,910$945.9K0.01%
Capstone Investment Advisors, LLC15,204$903.9K0.02%
Sassicaia Capital Advisers LLC12,500$743.1K6.42%
WCG Wealth Advisors LLC12,367$735.0K0.05%
Virtus Investment Advisers, Inc.12,147$722.1K0.54%
NewEdge Wealth, LLC11,221$667.1K0.02%
Oxford Asset Management LLP10,335$614.4K0.93%
Telos Capital Management, Inc.9,668$574.8K0.07%
Cipher Capital LP9,032$537.0K0.17%
Boothbay Fund Management, LLC8,952$532.2K0.02%
Vinva Investment Management Ltd8,709$524.3K0.04%
Wealth Management Associates, Inc.8,005$475.9K0.25%
Jackson Creek Investment Advisors LLC6,888$409.0K0.16%
Fred Alger Management, LLC6,677$396.9K0.00%
Schwarz Dygos Wheeler Investment Advisors LLC6,657$395.8K0.12%
Bayesian Capital Management, LP6,017$357.7K0.04%
Gries Financial LLC6,007$357.1K0.08%
JFG Wealth Management, LLC6,000$356.7K0.10%
CIBC World Markets Corp5,661$336.5K0.00%
Prospera Financial Services Inc5,459$324.5K0.01%
Legacy Financial Advisors, Inc.5,068$301.3K0.06%
Relative Value Partners Group, LLC5,004$297.5K0.02%
Symmetry Peak Management LLC5,000$297.3K1.15%
Prosperity Wealth Management, Inc.4,785$284.5K0.19%
Palogic Value Management, L.P.4,781$284.2K0.13%
Investment Management Corp of Ontario4,752$282.5K0.01%
Systematic Portfolios LLC4,721$280.7K0.85%
Pingora Partners LLC4,600$273.5K0.24%
iA Global Asset Management Inc.4,476$266.0K0.01%
Griffin Asset Management, Inc.4,450$264.6K0.03%
Advisor Resource Council4,332$257.5K0.03%
GFG Capital, LLC4,325$257.1K0.07%
DMG Group, LLC4,320$256.8K0.24%
Brandywine Managers, LLC4,211$250.3K0.27%
Good Life Advisors, LLC4,174$248.1K0.02%
State of Wyoming4,131$245.6K0.05%
Lincoln National Corp4,039$240.1K0.00%
Aviso Wealth Management3,978$236.5K0.17%
Donoghue Forlines LLC3,938$234.1K0.07%
Chiron Capital Management, LLC3,900$231.9K0.20%
LaFleur & Godfrey LLC3,829$227.6K0.03%
IHT Wealth Management, LLC3,812$226.6K0.01%
Aspen Investment Management Inc3,800$226.0K0.13%
Motley Fool Asset Management LLC3,736$222.1K0.02%
Two Sigma Securities, LLC3,718$221.0K0.01%
1776 Wealth LLC3,679$218.7K0.11%
Stephens Inc3,569$212.2K0.00%
Metis Global Partners, LLC3,507$208.5K0.01%
Burton Enright Welch3,499$208.0K0.06%
Mitchell McLeod Pugh & Williams Inc3,491$207.5K0.05%
Financial Partners Group, Inc3,488$207.3K0.04%
Dorsey & Whitney Trust CO LLC3,429$203.9K0.02%
Synergy Financial Group, LTD3,420$203.3K0.25%
Wetherby Asset Management Inc3,372$200.5K0.01%
Garner Asset Management Corp3,025$159.7K0.08%
Rakuten Securities, Inc.2,544$151.2K0.12%
Principal Securities, Inc.2,374$141.1K0.01%
Capital Investment Advisory Services, LLC1,836$109.2K0.01%
Plato Investment Management Ltd1,801$107.1K0.13%
Tennessee Valley Asset Management Partners1,394$82.9K0.02%

Sold out (91)

Institutions that held DocuSign, Inc. at the end of Q3 2023 and filed for Q4 2023 without it.

Institutions that sold out of DOCU in Q4 2023
InstitutionShares, Q3 2023Value, Q3 2023
Liontrust Investment Partners LLP1,547,015$65.0M
Simplex Trading, LLC205,682$8.64M
Twinbeech Capital LP176,610$7.42M
Virtu Financial LLC97,537$4.10M
Sanders Morris Harris LLC92,440$3.85M
Cinctive Capital Management LP84,637$3.55M
Globeflex Capital L P70,354$2.95M
HAP Trading, LLC53,610$2.25M
Connectus Wealth, LLC46,307$1.94M
Rheos Capital Works Inc.46,200$1.94M
Polen Capital Management LLC43,366$1.82M
HRT Financial LP41,474$1.74M
Duality Advisers, LP40,150$1.69M
Abn Amro Investment Solutions39,656$1.67M
Gilder Gagnon Howe & Co LLC36,975$1.55M
Three Bridge Wealth Advisors, LLC29,382$1.23M
Polianta Ltd21,300$894.0K
C2C Wealth Management, LLC20,795$866.1K
Echo Street Capital Management LLC19,324$811.6K
Berylson Capital Partners, LLC19,300$810.6K
Petrus Trust Company, LTA17,035$715.5K
Nomura Holdings Inc15,022$630.9K
Werlinich Asset Management, LLC14,954$628.0K
PDT Partners, LLC14,500$609.0K
Blueshift Asset Management, LLC14,038$589.6K
Fox Run Management, L.L.C.12,361$519.2K
Texas Capital Bank Wealth Management Services Inc12,000$504.0K
Stansberry Asset Management, LLC10,840$455.3K
IPG Investment Advisors LLC10,395$436.6K
IMA Wealth, Inc.10,349$434.7K
Laird Norton Trust Company, LLC10,106$424.5K
Copperwynd Financial, LLC9,973$418.9K
Group One Trading, L.P.9,872$414.6K
GraniteShares Advisors LLC8,954$376.1K
Nebula Research & Development LLC8,746$367.3K
Redmond Asset Management, LLC8,721$366.3K
Beck Capital Management, LLC8,528$358.2K
Canvas Wealth Advisors, LLC7,829$315.3K
TownSquare Capital, LLC7,356$308.9K
Malaga Cove Capital, LLC6,974$292.9K
Corton Capital Inc.6,716$282.1K
Brown Miller Wealth Management, LLC6,283$263.9K
Wallace Advisory Group, LLC4,863$248.4K
Proficio Capital Partners LLC5,826$244.7K
Oppenheimer Asset Management Inc.4,991$209.6K
EMC Capital Management5,000$209.0K
Capula Management Ltd4,900$205.8K
Impax Asset Management Group plc4,875$204.8K
XY Capital Ltd4,164$174.9K
Nisa Investment Advisors, LLC3,200$134.4K
ING Groep NV2,380$100.0K
Baker Avenue Asset Management, LP1,737$72.9K
Tortoise Investment Management, LLC1,312$55.1K
Register Financial Advisors LLC1,020$42.8K
BluePath Capital Management, LLC762$32.0K
Kayne Anderson Rudnick Investment Management LLC485$20.4K
WR Wealth Planners, LLC387$16.3K
Headinvest, LLC279$11.6K
Tfo-TDC, LLC216$11.0K
Bessemer Group Inc258$11.0K
Stonebridge Capital Advisors LLC243$10.2K
Headlands Technologies LLC227$9.53K
Silicon Valley Capital Partners204$8.57K
Baystate Wealth Management LLC150$6.30K
Strengthening Families & Communities, LLC142$6.00K
Toth Financial Advisory Corp100$4.20K
Addison Advisors LLC100$4.20K
Buck Wealth Strategies, LLC100$4.20K
Hartford Financial Management Inc.97$4.07K
FNY Investment Advisers, LLC100$4.00K
Earnest Partners LLC95$3.99K
RFP Financial Group LLC81$3.40K
Concord Wealth Partners80$3.36K
Colonial Trust Co60$3.13K
Flaharty Asset Management, LLC74$3.11K
Jamison Private Wealth Management, Inc.73$3.07K
Carolinas Wealth Consulting LLC74$2.88K
Oakworth Capital, Inc.40$1.68K
Brown Brothers Harriman & Co39$1.64K
Armstrong Advisory Group, Inc37$1.55K
Financial Freedom, LLC30$1.26K
RE Dickinson Investment Advisors, LLC34$1.00K
Authentikos Wealth Advisory, LLC19$798
Fifth Third Bancorp12$504
Zions Bancorporation, N.A.12$504
Maryland Capital Advisors Inc.10$420
JFS Wealth Advisors, LLC5$210
Your Advocates Ltd., LLP5$210
AllSquare Wealth Management LLC4$168
Avion Wealth23$0
HBC Financial Services, PLLC10$0

Not filed for Q4 2023 yet (13)

Institutions that held DocuSign, Inc. at the end of Q3 2023 and haven't filed a 13F for Q4 2023. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding DOCU in Q3 2023 that haven't filed for Q4 2023
InstitutionShares, Q3 2023Value, Q3 2023
Virginia Retirement Systems Et Al159,515$6.70M
Pathstone Family Office, LLC75,851$3.19M
First Republic Investment Management, Inc.41,724$1.75M
Destiny Capital Securities Corporation28,243$1.19M
Ropes Wealth Advisors LLC20,349$854.7K
Trellus Management Company, LLC10,000$420.0K
KB Financial Partners, LLC505$21.0K
Column Capital Advisors, LLC139$5.84K
Antonetti Capital Management LLC128$5.38K
Johnson Midwest Financial, LLC61$2.56K
Sutton Wealth Advisors Inc.22$924
Foster Dykema Cabot & Co Inc5$0
Steward Financial Group LLC6$0