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 |
|---|---|---|---|---|---|
| Garner Asset Management Corp | 3,025 | $159.7K | 0.08% | +3,025 | New |
| Garden State Investment Advisory Services LLC | 2,772 | $164.8K | 0.07% | −2,810−50.3% | Reduced |
| EverSource Wealth Advisors, LLC | 2,809 | $167.0K | 0.02% | −238−7.8% | Reduced |
| Sunbelt Securities, Inc. | 2,840 | $168.8K | 0.02% | −128−4.3% | Reduced |
| Global Trust Asset Management, LLC | 2,988 | $177.6K | 0.08% | −12−0.4% | Reduced |
| Knights of Columbus Asset Advisors LLC | 3,021 | $179.6K | 0.01% | 00.0% | Unchanged |
| Mine & Arao Wealth Creation & Management, LLC. | 3,207 | $190.7K | 0.10% | +475+17.4% | Added |
| Farther Finance Advisors, LLC | 3,221 | $191.5K | 0.01% | +2,039+172.5% | Added |
| Twin Lakes Capital Management, LLC | 3,274 | $194.6K | 0.13% | −29−0.9% | Reduced |
| Wetherby Asset Management Inc | 3,372 | $200.5K | 0.01% | +3,372 | New |
| Synergy Financial Group, LTD | 3,420 | $203.3K | 0.25% | +3,420 | New |
| American International Group, Inc. | 3,422 | $203.4K | 0.00% | −94−2.7% | Reduced |
| Dorsey & Whitney Trust CO LLC | 3,429 | $203.9K | 0.02% | +3,429 | New |
| Geneos Wealth Management Inc. | 3,444 | $204.7K | 0.01% | −182−5.0% | Reduced |
| Financial Partners Group, Inc | 3,488 | $207.3K | 0.04% | +3,488 | New |
| Mitchell McLeod Pugh & Williams Inc | 3,491 | $207.5K | 0.05% | +3,491 | New |
| Burton Enright Welch | 3,499 | $208.0K | 0.06% | +3,499 | New |
| Metis Global Partners, LLC | 3,507 | $208.5K | 0.01% | +3,507 | New |
| Stephens Inc | 3,569 | $212.2K | 0.00% | +3,569 | New |
| Insigneo Advisory Services, LLC | 3,579 | $212.8K | 0.03% | −1,881−34.5% | Reduced |
| Wealthcare Advisory Partners LLC | 3,604 | $214.3K | 0.01% | −1,888−34.4% | Reduced |
| Cary Street Partner Investment Advisory LLC | 3,660 | $217.6K | 0.01% | +850+30.2% | Added |
| 1776 Wealth LLC | 3,679 | $218.7K | 0.11% | +3,679 | New |
| Two Sigma Securities, LLC | 3,718 | $221.0K | 0.01% | +3,718 | New |
| Motley Fool Asset Management LLC | 3,736 | $222.1K | 0.02% | +3,736 | New |
| Apollon Wealth Management, LLC | 3,773 | $224.3K | 0.01% | −1,323−26.0% | Reduced |
| Aspen Investment Management Inc | 3,800 | $226.0K | 0.13% | +3,800 | New |
| IHT Wealth Management, LLC | 3,812 | $226.6K | 0.01% | +3,812 | New |
| LaFleur & Godfrey LLC | 3,829 | $227.6K | 0.03% | +3,829 | New |
| Benjamin F. Edwards & Company, Inc. | 3,831 | $228.0K | 0.00% | −196−4.9% | Reduced |
| Inceptionr LLC | 3,874 | $230.3K | 0.16% | −3,705−48.9% | Reduced |
| Chiron Capital Management, LLC | 3,900 | $231.9K | 0.20% | +3,900 | New |
| Donoghue Forlines LLC | 3,938 | $234.1K | 0.07% | +3,938 | New |
| Lido Advisors, LLC | 3,959 | $235.4K | 0.00% | −1,305−24.8% | Reduced |
| Aviso Wealth Management | 3,978 | $236.5K | 0.17% | +3,978 | New |
| Counterpoint Mutual Funds LLC | 4,006 | $238.2K | 0.09% | −1,799−31.0% | Reduced |
| Lincoln National Corp | 4,039 | $240.1K | 0.00% | +4,039 | New |
| US Bancorp | 4,053 | $241.0K | 0.00% | −2,070−33.8% | Reduced |
| State of Wyoming | 4,131 | $245.6K | 0.05% | +4,131 | New |
| Good Life Advisors, LLC | 4,174 | $248.1K | 0.02% | +4,174 | New |
| Brandywine Managers, LLC | 4,211 | $250.3K | 0.27% | +4,211 | New |
| DMG Group, LLC | 4,320 | $256.8K | 0.24% | +4,320 | New |
| GFG Capital, LLC | 4,325 | $257.1K | 0.07% | +4,325 | New |
| Advisor Resource Council | 4,332 | $257.5K | 0.03% | +4,332 | New |
| Summit Global Investments | 4,428 | $263.0K | 0.02% | −22,079−83.3% | Reduced |
| Algert Global LLC | 4,425 | $263.1K | 0.01% | −3,900−46.8% | Reduced |
| Griffin Asset Management, Inc. | 4,450 | $264.6K | 0.03% | +4,450 | New |
| Sigma Planning Corp | 4,462 | $265.3K | 0.02% | −849−16.0% | Reduced |
| iA Global Asset Management Inc. | 4,476 | $266.0K | 0.01% | +4,476 | New |
| Vident Advisory, LLC | 4,524 | $269.0K | 0.01% | −1,264−21.8% | Reduced |
| Wedbush Securities Inc | 4,541 | $270.0K | 0.01% | −1,465−24.4% | Reduced |
| Silvant Capital Management LLC | 4,566 | $271.4K | 0.01% | −723−13.7% | Reduced |
| Pingora Partners LLC | 4,600 | $273.5K | 0.24% | +4,600 | New |
| Prelude Capital Management, LLC | 4,630 | $275.3K | 0.02% | −616−11.7% | Reduced |
| Vestcor Inc | 4,652 | $277.0K | 0.01% | −53−1.1% | Reduced |
| PGGM Investments | 4,659 | $277.0K | 0.00% | +1,000+27.3% | Added |
| Beacon Investment Advisory Services, Inc. | 4,694 | $279.1K | 0.01% | −786−14.3% | Reduced |
| The PNC Financial Services Group, Inc. | 4,714 | $280.2K | 0.00% | −1,157−19.7% | Reduced |
| Systematic Portfolios LLC | 4,721 | $280.7K | 0.85% | +4,721 | New |
| Investment Management Corp of Ontario | 4,752 | $282.5K | 0.01% | +4,752 | New |
| Stratos Wealth Partners, LTD. | 4,754 | $282.6K | 0.01% | −485−9.3% | Reduced |
| Kingswood Wealth Advisors, LLC | 4,770 | $283.6K | 0.03% | +91+1.9% | Added |
| Palogic Value Management, L.P. | 4,781 | $284.2K | 0.13% | +4,781 | New |
| Prosperity Wealth Management, Inc. | 4,785 | $284.5K | 0.19% | +4,785 | New |
| B. Metzler seel. Sohn & Co. AG | 4,878 | $290.0K | 0.00% | 00.0% | Unchanged |
| Winton Group Ltd | 4,936 | $293.4K | 0.02% | +144+3.0% | Added |
| Obermeyer Wood Investment Counsel, LLLP | 5,000 | $297.3K | 0.02% | 00.0% | Unchanged |
| Symmetry Peak Management LLC | 5,000 | $297.3K | 1.15% | +5,000 | New |
| Easterly Investment Partners LLC | 5,001 | $297.3K | 0.03% | 00.0% | Unchanged |
| Relative Value Partners Group, LLC | 5,004 | $297.5K | 0.02% | +5,004 | New |
| Legal Advantage Investments, Inc. | 5,015 | $298.1K | 0.18% | 00.0% | Unchanged |
| Sherbrooke Park Advisers LLC | 5,068 | $301.3K | 0.14% | −17,682−77.7% | Reduced |
| Legacy Financial Advisors, Inc. | 5,068 | $301.3K | 0.06% | +5,068 | New |
| Asahi Life Asset Management Co., Ltd. | 5,170 | $307.4K | 0.17% | −1,600−23.6% | Reduced |
| Fisher Asset Management, LLC | 5,353 | $318.2K | 0.00% | −13,411−71.5% | Reduced |
| GWM Advisors LLC | 5,364 | $318.9K | 0.00% | −1,842−25.6% | Reduced |
| Allspring Global Investments Holdings, LLC | 5,390 | $320.4K | 0.00% | −1,343−19.9% | Reduced |
| Prospera Financial Services Inc | 5,459 | $324.5K | 0.01% | +5,459 | New |
| Alps Advisors Inc | 5,548 | $329.8K | 0.00% | +280+5.3% | Added |
| CIBC World Markets Corp | 5,661 | $336.5K | 0.00% | +5,661 | New |
| Advisory Resource Group | 5,668 | $337.0K | 0.08% | 00.0% | Unchanged |
| Western Wealth Management, LLC | 5,797 | $344.6K | 0.02% | −130−2.2% | Reduced |
| Bristlecone Advisors, LLC | 5,841 | $347.2K | 0.04% | −23−0.4% | Reduced |
| Machina Capital S.A.S. | 5,919 | $351.9K | 0.23% | −1,460−19.8% | Reduced |
| Parkwood LLC | 5,990 | $356.0K | 0.06% | +1,016+20.4% | Added |
| JFG Wealth Management, LLC | 6,000 | $356.7K | 0.10% | +6,000 | New |
| Gries Financial LLC | 6,007 | $357.1K | 0.08% | +6,007 | New |
| Bayesian Capital Management, LP | 6,017 | $357.7K | 0.04% | +6,017 | New |
| Truvestments Capital LLC | 6,022 | $358.0K | 0.16% | +69+1.2% | Added |
| Beacon Pointe Advisors, LLC | 6,047 | $359.5K | 0.00% | −1,490−19.8% | Reduced |
| FinTrust Capital Advisors, LLC | 6,150 | $365.6K | 0.07% | −6,491−51.3% | Reduced |
| Parallel Advisors, LLC | 6,171 | $366.9K | 0.01% | −2,098−25.4% | Reduced |
| Diversified Trust Co | 6,191 | $368.1K | 0.01% | −94−1.5% | Reduced |
| Rehmann Capital Advisory Group | 6,257 | $372.0K | 0.03% | −710−10.2% | Reduced |
| NinePointTwo Capital | 6,323 | $375.0K | 0.15% | 00.0% | Unchanged |
| CIBC Asset Management Inc | 6,527 | $388.0K | 0.00% | −467−6.7% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 6,556 | $389.8K | 0.00% | −1,759−21.2% | Reduced |
| Jefferies Financial Group Inc. | 6,572 | $390.7K | 0.01% | −2,280−25.8% | Reduced |
| O'Shaughnessy Asset Management, LLC | 6,572 | $390.7K | 0.01% | −1,534−18.9% | Reduced |
| Comprehensive Financial Management LLC | 6,593 | $392.0K | 0.01% | 00.0% | Unchanged |