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, Q4 2023
Institutional positions in DocuSign, Inc. as of Dec 31, 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
- 708
- +56 vs. Q3 2023
- Shares held
- 157.9M
- +7.64M (+5.1%) vs. Q3 2023
- Total value
- $9.38B
- +$3.03B (+47.6%) vs. Q3 2023
- New holders
- 147
- 200 more added
- Sold out
- 91
- 270 more reduced
13 institutions that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2023
Shares, value and share of portfolio for each institution holding DocuSign, Inc.; share changes are against Q3 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| NewSquare Capital LLC | 153 | $9.10K | 0.00% | 00.0% | Unchanged |
| Partnership Wealth Management, LLC | 150 | $9.14K | 0.01% | +150 | New |
| Washington Trust Co | 160 | $9.51K | 0.00% | −600−78.9% | Reduced |
| TSFG, LLC | 160 | $10.0K | 0.00% | 00.0% | Unchanged |
| GoalVest Advisory LLC | 181 | $10.8K | 0.00% | 00.0% | Unchanged |
| Main Street Group, LTD | 185 | $11.0K | 0.00% | +185 | New |
| Cutler Group LP | 200 | $11.0K | 0.00% | −14,464−98.6% | Reduced |
| Salem Investment Counselors Inc | 193 | $11.5K | 0.00% | 00.0% | Unchanged |
| Montag A & Associates Inc | 200 | $11.9K | 0.00% | 00.0% | Unchanged |
| HM Payson & Co | 200 | $11.9K | 0.00% | 00.0% | Unchanged |
| Optimum Investment Advisors | 200 | $11.9K | 0.01% | 00.0% | Unchanged |
| Rocky Mountain Advisers, LLC | 200 | $11.9K | 0.00% | 00.0% | Unchanged |
| Adirondack Trust Co | 235 | $12.5K | 0.01% | 00.0% | Unchanged |
| CVA Family Office, LLC | 212 | $12.6K | 0.00% | +212 | New |
| Cedar Wealth Management, LLC | 214 | $12.7K | 0.00% | 00.0% | Unchanged |
| Strategic Investment Solutions, Inc. | 216 | $12.8K | 0.00% | −12,384−98.3% | Reduced |
| PSI Advisors, LLC | 239 | $14.2K | 0.01% | 00.0% | Unchanged |
| Larson Financial Group LLC | 245 | $14.6K | 0.00% | −104−29.8% | Reduced |
| Macroview Investment Management LLC | 251 | $14.9K | 0.02% | −53−17.4% | Reduced |
| TD Waterhouse Canada Inc. | 255 | $15.0K | 0.00% | −155−37.8% | Reduced |
| Activest Wealth Management | 269 | $16.0K | 0.01% | 00.0% | Unchanged |
| ORG Partners LLC | 277 | $16.5K | 0.00% | +121+77.6% | Added |
| West Tower Group, LLC | 280 | $16.6K | 0.03% | −293−51.1% | Reduced |
| NBC Securities, Inc. | 296 | $17.0K | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 291 | $17.3K | 0.00% | +71+32.3% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 300 | $17.8K | 0.00% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 300 | $17.8K | 0.01% | −650−68.4% | Reduced |
| Clearstead Advisors, LLC | 301 | $17.9K | 0.00% | +151+100.7% | Added |
| Ci Investments Inc. | 308 | $18.0K | 0.00% | +1+0.3% | Added |
| Glen Eagle Advisors, LLC | 308 | $18.3K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 329 | $19.5K | 0.00% | −455−58.0% | Reduced |
| Raleigh Capital Management Inc. | 337 | $20.0K | 0.01% | +337 | New |
| Global X Japan Co., Ltd. | 348 | $20.7K | 0.01% | +348 | New |
| Tyler-Stone Wealth Management | 355 | $21.1K | 0.01% | −300−45.8% | Reduced |
| Institutional & Family Asset Management, LLC | 361 | $21.5K | 0.00% | −4−1.1% | Reduced |
| McIlrath & Eck, LLC | 375 | $22.3K | 0.00% | +300+400.0% | Added |
| Quent Capital, LLC | 381 | $22.6K | 0.00% | +108+39.6% | Added |
| Ancora Advisors, LLC | 385 | $22.9K | 0.00% | −46−10.7% | Reduced |
| Bogart Wealth, LLC | 396 | $23.5K | 0.00% | −36,557−98.9% | Reduced |
| Performa Ltd (US), LLC | 400 | $23.8K | 0.01% | −425−51.5% | Reduced |
| North Star Investment Management Corp. | 406 | $24.1K | 0.00% | 00.0% | Unchanged |
| Grove Bank & Trust | 421 | $25.0K | 0.00% | −478−53.2% | Reduced |
| Cornerstone Planning Group LLC | 478 | $28.4K | 0.01% | +176+58.3% | Added |
| Plante Moran Financial Advisors, LLC | 500 | $29.7K | 0.00% | −500−50.0% | Reduced |
| Rise Advisors, LLC | 501 | $29.8K | 0.02% | −45−8.2% | Reduced |
| Beacon Capital Management, LLC | 711 | $29.9K | 0.01% | −10−1.4% | Reduced |
| Capital Analysts, LLC | 529 | $31.0K | 0.00% | +469+781.7% | Added |
| McGlone Suttner Wealth Management, Inc. | 538 | $32.0K | 0.01% | +538 | New |
| Virtus Fund Advisers, LLC | 552 | $32.8K | 0.20% | +552 | New |
| Capital Advisors, Ltd. LLC | 558 | $33.0K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 590 | $35.1K | 0.01% | +68+13.0% | Added |
| ICA Group Wealth Management, LLC | 655 | $38.9K | 0.01% | +655 | New |
| Wolff Wiese Magana LLC | 679 | $40.4K | 0.04% | −294−30.2% | Reduced |
| C M Bidwell & Associates Ltd | 682 | $40.5K | 0.03% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 665 | $41.7K | 0.00% | +26+4.1% | Added |
| Groupama Asset Managment | 743 | $44.2K | 0.00% | +743 | New |
| EntryPoint Capital, LLC | 758 | $45.1K | 0.04% | +758 | New |
| Castleview Partners, LLC | 769 | $45.7K | 0.03% | +759+7,590.0% | Added |
| Hantz Financial Services, Inc. | 812 | $48.0K | 0.00% | −249−23.5% | Reduced |
| Migdal Insurance & Financial Holdings Ltd. | 836 | $50.0K | 0.00% | +37+4.6% | Added |
| Private Trust Co NA | 892 | $53.0K | 0.01% | +105+13.3% | Added |
| Newbridge Financial Services Group, Inc. | 910 | $54.1K | 0.03% | −5,264−85.3% | Reduced |
| IFP Advisors, Inc | 920 | $54.7K | 0.00% | +156+20.4% | Added |
| Long Island Wealth Management, Inc. | 919 | $55.0K | 0.04% | +919 | New |
| Huntington National Bank | 930 | $55.3K | 0.00% | +488+110.4% | Added |
| Whittier Trust Co | 935 | $55.6K | 0.00% | +209+28.8% | Added |
| Desjardins Global Asset Management Inc. | 966 | $57.4K | 0.01% | +364+60.5% | Added |
| Horizon Investments, LLC | 974 | $57.9K | 0.00% | +45+4.8% | Added |
| Financial Perspectives, Inc | 981 | $58.3K | 0.02% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 987 | $58.7K | 0.00% | +987 | New |
| Harbour Investments, Inc. | 992 | $59.0K | 0.00% | −121−10.9% | Reduced |
| Harbor Investment Advisory, LLC | 1,010 | $60.0K | 0.01% | 00.0% | Unchanged |
| CNB Bank | 1,017 | $60.5K | 0.03% | −317−23.8% | Reduced |
| First Pacific Financial | 1,092 | $64.9K | 0.02% | 00.0% | Unchanged |
| Coppell Advisory Solutions LLC | 1,116 | $66.3K | 0.01% | +1,096+5,480.0% | Added |
| Quarry LP | 1,209 | $71.9K | 0.04% | +774+177.9% | Added |
| Gradient Investments LLC | 1,248 | $74.2K | 0.00% | −405−24.5% | Reduced |
| Pacer Advisors, Inc. | 1,248 | $74.2K | 0.00% | −388−23.7% | Reduced |
| Tennessee Valley Asset Management Partners | 1,394 | $82.9K | 0.02% | +1,394 | New |
| UniSuper Management Pty Ltd | 1,400 | $83.2K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 1,418 | $84.3K | 0.00% | −882−38.3% | Reduced |
| Whittier Trust Co of Nevada Inc | 1,470 | $87.4K | 0.00% | 00.0% | Unchanged |
| Clear Street Markets LLC | 1,500 | $89.0K | 0.04% | +995+197.0% | Added |
| Osterweis Capital Management Inc | 1,500 | $89.2K | 0.01% | 00.0% | Unchanged |
| City State Bank | 1,524 | $91.0K | 0.05% | −100−6.2% | Reduced |
| Covestor Ltd | 1,524 | $91.0K | 0.06% | +1,161+319.8% | Added |
| Spire Wealth Management | 1,460 | $92.3K | 0.00% | −1,531−51.2% | Reduced |
| Plato Investment Management Ltd | 1,801 | $107.1K | 0.13% | +1,801 | New |
| Allworth Financial LP | 1,833 | $108.9K | 0.00% | +1,355+283.5% | Added |
| Capital Investment Advisory Services, LLC | 1,836 | $109.2K | 0.01% | +1,836 | New |
| Gleason Group, Inc. | 1,855 | $110.3K | 0.03% | 00.0% | Unchanged |
| Caz Investments LP | 2,000 | $119.0K | 0.30% | +1,000+100.0% | Added |
| Ostrum Asset Management | 2,116 | $125.8K | 0.01% | +9+0.4% | Added |
| Shell Asset Management Co | 2,122 | $126.0K | 0.01% | −6,474−75.3% | Reduced |
| Central Trust Co | 2,139 | $127.2K | 0.00% | −1,786−45.5% | Reduced |
| V-Square Quantitative Management LLC | 2,265 | $134.7K | 0.03% | +941+71.1% | Added |
| Principal Securities, Inc. | 2,374 | $141.1K | 0.01% | +2,374 | New |
| Kapitalo Investimentos Ltda | 2,454 | $145.9K | 0.03% | −2,062−45.7% | Reduced |
| Rakuten Securities, Inc. | 2,544 | $151.2K | 0.12% | +2,544 | New |
| Loomis Sayles & Co L P | 2,681 | $159.0K | 0.00% | 00.0% | Unchanged |