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 |
|---|---|---|---|---|---|
| U.S. Capital Wealth Advisors, LLC | 13,553 | $805.7K | 0.03% | −597−4.2% | Reduced |
| MAI Capital Management | 13,802 | $820.6K | 0.01% | +219+1.6% | Added |
| AE Wealth Management LLC | 13,145 | $823.3K | 0.00% | −2,257−14.7% | Reduced |
| XTX Topco Ltd | 13,878 | $825.0K | 0.18% | +1,766+14.6% | Added |
| National Asset Management, Inc. | 13,999 | $832.2K | 0.02% | +107+0.8% | Added |
| Hilltop Holdings Inc. | 14,618 | $869.0K | 0.10% | −5,180−26.2% | Reduced |
| Strategic Advocates LLC | 14,663 | $871.7K | 0.37% | +8,059+122.0% | Added |
| Daiwa Securities Group Inc. | 14,872 | $884.0K | 0.01% | +500+3.5% | Added |
| Avantax Advisory Services, Inc. | 15,096 | $897.4K | 0.01% | −2,815−15.7% | Reduced |
| Capstone Investment Advisors, LLC | 15,204 | $903.9K | 0.02% | +15,204 | New |
| Azzad Asset Management Inc | 15,300 | $909.6K | 0.12% | −24,523−61.6% | Reduced |
| Mercer Global Advisors Inc | 15,387 | $915.0K | 0.00% | +4,862+46.2% | Added |
| Patten & Patten Inc | 15,606 | $927.8K | 0.08% | −2,440−13.5% | Reduced |
| Maryland State Retirement & Pension System | 15,624 | $928.8K | 0.02% | 00.0% | Unchanged |
| Point72 Middle East FZE | 15,777 | $938.0K | 0.07% | −33,607−68.1% | Reduced |
| Baader Bank INC | 15,953 | $941.5K | 0.08% | +188+1.2% | Added |
| Degroof Petercam Asset Management | 15,910 | $945.9K | 0.01% | +15,910 | New |
| Verition Fund Management LLC | 16,122 | $958.5K | 0.01% | −4,750−22.8% | Reduced |
| Clarius Group, LLC | 16,202 | $963.2K | 0.08% | +16,202 | New |
| Illinois Municipal Retirement Fund | 16,271 | $967.0K | 0.02% | 00.0% | Unchanged |
| Toroso Investments, LLC | 16,559 | $984.4K | 0.02% | +3,057+22.6% | Added |
| Gulf International Bank (UK) Ltd | 16,939 | $1.01M | 0.03% | −3,283−16.2% | Reduced |
| Ieq Capital, LLC | 17,166 | $1.02M | 0.02% | −581−3.3% | Reduced |
| Janus Henderson Group PLC | 17,253 | $1.03M | 0.00% | −3,381−16.4% | Reduced |
| Resonant Capital Advisors, LLC | 17,300 | $1.03M | 0.10% | +4,464+34.8% | Added |
| TD Asset Management Inc | 17,463 | $1.04M | 0.00% | −9,705−35.7% | Reduced |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 17,727 | $1.05M | 0.01% | 00.0% | Unchanged |
| Elo Mutual Pension Insurance Co | 17,741 | $1.05M | 0.03% | +803+4.7% | Added |
| Entropy Technologies, LP | 17,760 | $1.06M | 0.20% | +17,760 | New |
| Mitchell & Pahl Private Wealth, LLC | 17,811 | $1.06M | 0.60% | −1,979−10.0% | Reduced |
| Cerity Partners LLC | 17,981 | $1.07M | 0.00% | +2,043+12.8% | Added |
| Centiva Capital, LP | 17,994 | $1.07M | 0.07% | −9,567−34.7% | Reduced |
| Boston Partners | 18,021 | $1.07M | 0.00% | +107+0.6% | Added |
| Acorn Financial Advisory Services Inc | 18,238 | $1.08M | 0.19% | +767+4.4% | Added |
| New York State Teachers Retirement System | 18,282 | $1.09M | 0.00% | +163+0.9% | Added |
| Lyell Wealth Management, LP | 18,801 | $1.12M | 0.13% | −2,097−10.0% | Reduced |
| Vontobel Holding Ltd. | 18,933 | $1.13M | 0.01% | −9,890−34.3% | Reduced |
| CWM, LLC | 19,437 | $1.16M | 0.01% | −55−0.3% | Reduced |
| Oak Thistle LLC | 19,536 | $1.16M | 0.33% | +19,536 | New |
| Washington Trust Advisors, Inc. | 19,754 | $1.17M | 0.11% | −6,699−25.3% | Reduced |
| Campbell & CO Investment Adviser LLC | 19,905 | $1.18M | 0.11% | +2,983+17.6% | Added |
| Mariner, LLC | 20,795 | $1.24M | 0.00% | +2,059+11.0% | Added |
| Principal Financial Group Inc | 20,893 | $1.24M | 0.00% | −4,134−16.5% | Reduced |
| Freestone Capital Holdings, LLC | 21,253 | $1.26M | 0.06% | −4,709−18.1% | Reduced |
| Fogel Capital Management, Inc. | 24,950 | $1.28M | 0.97% | +24,950 | New |
| Strategic Global Advisors, LLC | 21,762 | $1.29M | 0.30% | +21,762 | New |
| Credit Agricole S A | 21,773 | $1.29M | 0.03% | −553−2.5% | Reduced |
| Profund Advisors LLC | 21,867 | $1.30M | 0.06% | +1,035+5.0% | Added |
| Collaborative Holdings Management LP | 22,000 | $1.31M | 3.99% | +22,000 | New |
| Ameritas Advisory Services, LLC | 22,970 | $1.33M | 0.07% | −618−2.6% | Reduced |
| Eisler Capital (UK) Ltd. | 22,701 | $1.35M | 0.12% | +22,701 | New |
| Cresset Asset Management, LLC | 22,762 | $1.35M | 0.01% | +531+2.4% | Added |
| Acadian Asset Management LLC | 22,964 | $1.36M | 0.01% | −33,959−59.7% | Reduced |
| Public Employees Retirement Association of Colorado | 23,023 | $1.37M | 0.01% | −1,459−6.0% | Reduced |
| Captrust Financial Advisors | 23,037 | $1.37M | 0.00% | +13,145+132.9% | Added |
| Amalgamated Bank | 23,232 | $1.38M | 0.01% | +1,696+7.9% | Added |
| British Columbia Investment Management Corp | 23,377 | $1.39M | 0.01% | +5,093+27.9% | Added |
| New York Life Investment Management LLC | 23,513 | $1.40M | 0.01% | −1,501−6.0% | Reduced |
| Titleist Asset Management, LLC | 24,699 | $1.47M | 0.27% | +44+0.2% | Added |
| Cetera Advisor Networks LLC | 24,838 | $1.48M | 0.01% | +368+1.5% | Added |
| Northwestern Mutual Wealth Management Co | 25,608 | $1.52M | 0.00% | −32,278−55.8% | Reduced |
| Graham Capital Management, L.P. | 26,088 | $1.55M | 0.05% | −78,254−75.0% | Reduced |
| Private Advisor Group, LLC | 26,122 | $1.55M | 0.01% | +10,225+64.3% | Added |
| Wolverine Trading, LLC | 26,437 | $1.57M | 0.01% | −21,005−44.3% | Reduced |
| Thrivent Financial for Lutherans | 26,605 | $1.58M | 0.00% | −10,516−28.3% | Reduced |
| Xponance, Inc. | 27,024 | $1.61M | 0.02% | −1,935−6.7% | Reduced |
| Holocene Advisors, LP | 27,172 | $1.62M | 0.01% | +27,172 | New |
| Meeder Asset Management Inc | 27,221 | $1.62M | 0.13% | +27,221 | New |
| Toronto Dominion Bank | 27,495 | $1.63M | 0.00% | −12,196−30.7% | Reduced |
| Oppenheimer & Co Inc | 27,854 | $1.66M | 0.03% | −1,592−5.4% | Reduced |
| Janney Montgomery Scott LLC | 28,051 | $1.67M | 0.01% | −1,218−4.2% | Reduced |
| Destiny Capital Corp | 28,243 | $1.68M | 1.17% | +28,243 | New |
| Leonteq Securities AG | 28,587 | $1.70M | 0.22% | −24,184−45.8% | Reduced |
| River & Mercantile Asset Management LLP | 28,932 | $1.72M | 0.33% | −353−1.2% | Reduced |
| Royal Fund Management, LLC | 29,200 | $1.74M | 0.22% | −7,500−20.4% | Reduced |
| Point72 Hong Kong Ltd | 29,604 | $1.76M | 0.11% | +29,604 | New |
| Capital Group Investment Management Pte. Ltd. | 29,793 | $1.77M | 0.19% | −42,002−58.5% | Reduced |
| Frontier Capital Management Co LLC | 31,277 | $1.86M | 0.02% | +24,916+391.7% | Added |
| Van Eck Associates Corp | 31,479 | $1.87M | 0.00% | +31,479 | New |
| Advisory Services Network, LLC | 31,776 | $1.89M | 0.05% | −18,635−37.0% | Reduced |
| Meridian Investment Counsel Inc. | 31,992 | $1.90M | 0.65% | −238−0.7% | Reduced |
| DekaBank Deutsche Girozentrale | 31,759 | $1.92M | 0.00% | −9,702−23.4% | Reduced |
| Intech Investment Management LLC | 32,451 | $1.93M | 0.03% | +7,971+32.6% | Added |
| Westpac Banking Corp | 32,540 | $1.93M | 0.16% | +16,288+100.2% | Added |
| Perpetual Ltd | 32,540 | $1.93M | 0.02% | +16,767+106.3% | Added |
| DnB Asset Management AS | 32,839 | $1.95M | 0.01% | −1,355−4.0% | Reduced |
| Tredje AP-fonden | 33,400 | $1.99M | 0.02% | 00.0% | Unchanged |
| IFM Investors Pty Ltd | 33,872 | $2.01M | 0.02% | −1,705−4.8% | Reduced |
| Nissay Asset Management Corp | 34,938 | $2.08M | 0.02% | −231−0.7% | Reduced |
| Utah Retirement Systems | 34,987 | $2.08M | 0.03% | +200+0.6% | Added |
| UBS Oconnor LLC | 35,000 | $2.08M | 0.07% | +35,000 | New |
| TrimTabs Asset Management, LLC | 35,665 | $2.12M | 0.62% | +28,397+390.7% | Added |
| Handelsbanken Fonder AB | 35,900 | $2.13M | 0.01% | −83,011−69.8% | Reduced |
| Regions Financial Corp | 36,274 | $2.16M | 0.02% | −1,656−4.4% | Reduced |
| Baird Financial Group, Inc. | 36,437 | $2.17M | 0.00% | −1,199−3.2% | Reduced |
| Sage Rhino Capital LLC | 36,472 | $2.17M | 0.56% | +66+0.2% | Added |
| Versor Investments LP | 37,545 | $2.23M | 0.45% | +29,136+346.5% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 37,715 | $2.24M | 0.01% | +112+0.3% | Added |
| CTC LLC | 38,099 | $2.26M | 0.02% | −63,199−62.4% | Reduced |
| Empowered Funds, LLC | 38,716 | $2.30M | 0.06% | +1,263+3.4% | Added |