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 |
|---|---|---|---|---|---|
| Weatherly Asset Management L. P. | 6,618 | $393.4K | 0.04% | −3,145−32.2% | Reduced |
| Schwarz Dygos Wheeler Investment Advisors LLC | 6,657 | $395.8K | 0.12% | +6,657 | New |
| Fred Alger Management, LLC | 6,677 | $396.9K | 0.00% | +6,677 | New |
| Jackson Creek Investment Advisors LLC | 6,888 | $409.0K | 0.16% | +6,888 | New |
| Tokio Marine Asset Management Co Ltd | 6,975 | $414.7K | 0.02% | +184+2.7% | Added |
| Kestra Private Wealth Services, LLC | 7,151 | $425.1K | 0.01% | −1,213−14.5% | Reduced |
| Exchange Traded Concepts, LLC | 7,257 | $431.4K | 0.01% | +647+9.8% | Added |
| DC Investments Management, LLC | 7,279 | $432.7K | 0.44% | 00.0% | Unchanged |
| Integrated Wealth Concepts LLC | 7,318 | $435.1K | 0.01% | −1,611−18.0% | Reduced |
| Essex LLC | 7,350 | $437.0K | 0.11% | −2,365−24.3% | Reduced |
| Alberta Investment Management Corp | 7,400 | $439.9K | 0.00% | 00.0% | Unchanged |
| Swiss Life Asset Management Ltd | 7,391 | $440.1K | 0.01% | −2,515−25.4% | Reduced |
| Manchester Financial Inc | 7,415 | $440.8K | 0.12% | −458−5.8% | Reduced |
| Inspire Advisors, LLC | 7,543 | $448.4K | 0.07% | +548+7.8% | Added |
| Pinnacle Associates Ltd | 7,567 | $449.9K | 0.01% | −519−6.4% | Reduced |
| Bennett Selby Investments LP | 7,601 | $451.9K | 0.23% | −333−4.2% | Reduced |
| Steward Partners Investment Advisory, LLC | 7,807 | $464.1K | 0.01% | +1,524+24.3% | Added |
| Rodgers Brothers Inc. | 7,915 | $470.5K | 0.07% | +900+12.8% | Added |
| Wealth Management Associates, Inc. | 8,005 | $475.9K | 0.25% | +8,005 | New |
| Mach-1 Financial Group, Inc. | 8,133 | $483.5K | 0.18% | −2,915−26.4% | Reduced |
| Banque Cantonale Vaudoise | 8,192 | $488.0K | 0.02% | +2,162+35.9% | Added |
| Cetera Investment Advisers | 8,225 | $489.0K | 0.00% | +710+9.4% | Added |
| Garde Capital, Inc. | 8,371 | $498.0K | 0.04% | 00.0% | Unchanged |
| Gilbert & Cook, Inc. | 8,497 | $505.1K | 0.07% | +604+7.7% | Added |
| Bank Julius Baer & Co. Ltd, Zurich | 8,690 | $516.6K | 0.00% | −82−0.9% | Reduced |
| Centaurus Financial, Inc. | 8,694 | $517.0K | 0.04% | +622+7.7% | Added |
| Meiji Yasuda Life Insurance Co | 8,706 | $517.6K | 0.01% | +1,700+24.3% | Added |
| Kovack Advisors, Inc. | 8,751 | $520.2K | 0.06% | +104+1.2% | Added |
| International Assets Investment Management, LLC | 8,779 | $521.9K | 0.07% | −2,720−23.7% | Reduced |
| Comerica Bank | 8,791 | $522.6K | 0.00% | +488+5.9% | Added |
| Americana Partners, LLC | 8,807 | $523.6K | 0.05% | −368−4.0% | Reduced |
| Vinva Investment Management Ltd | 8,709 | $524.3K | 0.04% | +8,709 | New |
| Boothbay Fund Management, LLC | 8,952 | $532.2K | 0.02% | +8,952 | New |
| Truist Financial Corp | 8,975 | $533.6K | 0.00% | −4,309−32.4% | Reduced |
| Tower Research Capital LLC (TRC) | 8,990 | $534.5K | 0.01% | +122+1.4% | Added |
| Cipher Capital LP | 9,032 | $537.0K | 0.17% | +9,032 | New |
| Bollard Group LLC | 9,053 | $538.0K | 0.02% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 9,076 | $539.6K | 0.01% | −25,567−73.8% | Reduced |
| Commerce Bank | 9,195 | $546.6K | 0.00% | −1,026−10.0% | Reduced |
| E. Ohman J:or Asset Management AB | 9,200 | $546.9K | 0.02% | 00.0% | Unchanged |
| RMR Wealth Builders | 9,246 | $549.7K | 0.08% | +21+0.2% | Added |
| Alpha DNA Investment Management LLC | 9,253 | $550.1K | 0.33% | −3,224−25.8% | Reduced |
| Teacher Retirement System of Texas | 9,299 | $553.0K | 0.00% | −6,376−40.7% | Reduced |
| Cetera Advisors LLC | 9,324 | $554.3K | 0.01% | −12,969−58.2% | Reduced |
| Marex Group plc | 9,399 | $558.8K | 0.02% | +460+5.1% | Added |
| Carmel Capital Partners, LLC | 9,455 | $562.1K | 0.29% | −950−9.1% | Reduced |
| MML Investors Services, LLC | 9,492 | $564.0K | 0.00% | +1,492+18.7% | Added |
| Atria Wealth Solutions, Inc. | 9,515 | $565.7K | 0.01% | −485−4.9% | Reduced |
| Wellington Management Group LLP | 9,515 | $565.7K | 0.00% | −9,192−49.1% | Reduced |
| Caxton Associates LP | 9,659 | $574.2K | 0.03% | −190,341−95.2% | Reduced |
| Telos Capital Management, Inc. | 9,668 | $574.8K | 0.07% | +9,668 | New |
| Prudential PLC | 9,702 | $576.8K | 0.01% | +3,469+55.7% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 9,722 | $578.0K | 0.03% | +60+0.6% | Added |
| Edgestream Partners, L.P. | 9,733 | $578.6K | 0.04% | −17,557−64.3% | Reduced |
| Flagship Harbor Advisors, LLC | 9,789 | $582.0K | 0.04% | +61+0.6% | Added |
| Venturi Wealth Management, LLC | 9,933 | $590.5K | 0.04% | −1,243−11.1% | Reduced |
| Left Brain Wealth Management, LLC | 9,934 | $590.6K | 0.34% | −390−3.8% | Reduced |
| Quattro Financial Advisors LLC | 59 | $594.5K | 0.21% | −9,941−99.4% | Reduced |
| D.A. Davidson & Co. | 10,065 | $598.4K | 0.01% | +450+4.7% | Added |
| SeaCrest Wealth Management, LLC | 11,087 | $605.8K | 0.07% | +243+2.2% | Added |
| Oxford Asset Management LLP | 10,335 | $614.4K | 0.93% | +10,335 | New |
| Guggenheim Capital LLC | 10,385 | $617.4K | 0.00% | −2,879−21.7% | Reduced |
| MUFG Securities EMEA plc | 10,456 | $621.6K | 0.05% | −2,490−19.2% | Reduced |
| Aspiriant, LLC | 10,547 | $627.0K | 0.03% | 00.0% | Unchanged |
| Brevan Howard Capital Management LP | 10,554 | $627.4K | 0.06% | +5,123+94.3% | Added |
| Hillsdale Investment Management Inc. | 10,640 | $632.5K | 0.05% | 00.0% | Unchanged |
| JustInvest LLC | 10,689 | $635.4K | 0.02% | −1,370−11.4% | Reduced |
| Occudo Quantitative Strategies LP | 10,800 | $642.1K | 0.09% | −2,563−19.2% | Reduced |
| Lazard Asset Management LLC | 10,824 | $643.0K | 0.00% | +6,202+134.2% | Added |
| M&T Bank Corp | 11,114 | $660.5K | 0.00% | +26+0.2% | Added |
| Prime Capital Investment Advisors, LLC | 11,120 | $661.1K | 0.01% | −2,128−16.1% | Reduced |
| Kestra Advisory Services, LLC | 11,127 | $661.5K | 0.01% | −9,952−47.2% | Reduced |
| Linden Thomas Advisory Services, LLC | 11,177 | $664.5K | 0.12% | +318+2.9% | Added |
| NewEdge Wealth, LLC | 11,221 | $667.1K | 0.02% | +11,221 | New |
| Brighton Jones LLC | 11,224 | $667.3K | 0.03% | −1,137−9.2% | Reduced |
| Independent Financial Group, LLC | 11,268 | $669.9K | 0.04% | −1,950−14.8% | Reduced |
| Davenport & Co LLC | 11,315 | $672.7K | 0.00% | +1,142+11.2% | Added |
| Intellectus Partners, LLC | 11,326 | $673.4K | 0.19% | −1,350−10.7% | Reduced |
| Summit Trail Advisors, LLC | 11,359 | $675.3K | 0.02% | −934−7.6% | Reduced |
| State of Alaska, Department of Revenue | 11,390 | $677.0K | 0.01% | 00.0% | Unchanged |
| Merit Financial Group, LLC | 11,404 | $678.0K | 0.02% | +943+9.0% | Added |
| Schonfeld Strategic Advisors LLC | 11,726 | $697.1K | 0.01% | −12,581−51.8% | Reduced |
| Ridgewood Investments LLC | 11,795 | $701.2K | 0.41% | −1,643−12.2% | Reduced |
| Financial Advocates Investment Management | 11,845 | $704.2K | 0.05% | −780−6.2% | Reduced |
| Sumitomo Mitsui Financial Group, Inc. | 11,884 | $715.4K | 0.02% | −656−5.2% | Reduced |
| Virtus Investment Advisers, Inc. | 12,147 | $722.1K | 0.54% | +12,147 | New |
| MetLife Investment Management | 12,265 | $729.2K | 0.01% | −168−1.4% | Reduced |
| WCG Wealth Advisors LLC | 12,367 | $735.0K | 0.05% | +12,367 | New |
| Landscape Capital Management, L.L.C. | 12,371 | $735.5K | 0.07% | −2,905−19.0% | Reduced |
| Independent Advisor Alliance | 12,458 | $740.6K | 0.03% | +30.0% | Added |
| Creative Planning | 12,483 | $742.1K | 0.00% | −3,791−23.3% | Reduced |
| Sassicaia Capital Advisers LLC | 12,500 | $743.1K | 6.42% | +12,500 | New |
| Gsa Capital Partners LLP | 12,895 | $767.0K | 0.06% | +5,786+81.4% | Added |
| Bokf, NA | 12,926 | $768.5K | 0.02% | −222−1.7% | Reduced |
| CI Private Wealth, LLC | 13,144 | $781.4K | 0.00% | −4,348−24.9% | Reduced |
| PEAK6 Investments LLC | 13,146 | $781.5K | 0.03% | +1,456+12.5% | Added |
| Eagle Harbor Asset Management Inc | 13,206 | $785.1K | 0.90% | +2,137+19.3% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 13,239 | $787.0K | 0.00% | −15,070−53.2% | Reduced |
| Y.D. More Investments Ltd | 16,178 | $804.5K | 0.16% | −12,164−42.9% | Reduced |
| Green Alpha Advisors, LLC | 13,535 | $804.7K | 0.58% | +3,237+31.4% | Added |