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 |
|---|---|---|---|---|---|
| Daiwa Securities Group Inc. | 14,872 | $884.0K | 0.01% | +500+3.5% | Added |
| Strategic Advocates LLC | 14,663 | $871.7K | 0.37% | +8,059+122.0% | Added |
| Hilltop Holdings Inc. | 14,618 | $869.0K | 0.10% | −5,180−26.2% | Reduced |
| National Asset Management, Inc. | 13,999 | $832.2K | 0.02% | +107+0.8% | Added |
| XTX Topco Ltd | 13,878 | $825.0K | 0.18% | +1,766+14.6% | Added |
| AE Wealth Management LLC | 13,145 | $823.3K | 0.00% | −2,257−14.7% | Reduced |
| MAI Capital Management | 13,802 | $820.6K | 0.01% | +219+1.6% | Added |
| U.S. Capital Wealth Advisors, LLC | 13,553 | $805.7K | 0.03% | −597−4.2% | Reduced |
| Green Alpha Advisors, LLC | 13,535 | $804.7K | 0.58% | +3,237+31.4% | Added |
| Y.D. More Investments Ltd | 16,178 | $804.5K | 0.16% | −12,164−42.9% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 13,239 | $787.0K | 0.00% | −15,070−53.2% | Reduced |
| Eagle Harbor Asset Management Inc | 13,206 | $785.1K | 0.90% | +2,137+19.3% | Added |
| PEAK6 Investments LLC | 13,146 | $781.5K | 0.03% | +1,456+12.5% | Added |
| CI Private Wealth, LLC | 13,144 | $781.4K | 0.00% | −4,348−24.9% | Reduced |
| Bokf, NA | 12,926 | $768.5K | 0.02% | −222−1.7% | Reduced |
| Gsa Capital Partners LLP | 12,895 | $767.0K | 0.06% | +5,786+81.4% | Added |
| Sassicaia Capital Advisers LLC | 12,500 | $743.1K | 6.42% | +12,500 | New |
| Creative Planning | 12,483 | $742.1K | 0.00% | −3,791−23.3% | Reduced |
| Independent Advisor Alliance | 12,458 | $740.6K | 0.03% | +30.0% | Added |
| Landscape Capital Management, L.L.C. | 12,371 | $735.5K | 0.07% | −2,905−19.0% | Reduced |
| WCG Wealth Advisors LLC | 12,367 | $735.0K | 0.05% | +12,367 | New |
| MetLife Investment Management | 12,265 | $729.2K | 0.01% | −168−1.4% | Reduced |
| Virtus Investment Advisers, Inc. | 12,147 | $722.1K | 0.54% | +12,147 | New |
| Sumitomo Mitsui Financial Group, Inc. | 11,884 | $715.4K | 0.02% | −656−5.2% | Reduced |
| Financial Advocates Investment Management | 11,845 | $704.2K | 0.05% | −780−6.2% | Reduced |
| Ridgewood Investments LLC | 11,795 | $701.2K | 0.41% | −1,643−12.2% | Reduced |
| Schonfeld Strategic Advisors LLC | 11,726 | $697.1K | 0.01% | −12,581−51.8% | Reduced |
| Merit Financial Group, LLC | 11,404 | $678.0K | 0.02% | +943+9.0% | Added |
| State of Alaska, Department of Revenue | 11,390 | $677.0K | 0.01% | 00.0% | Unchanged |
| Summit Trail Advisors, LLC | 11,359 | $675.3K | 0.02% | −934−7.6% | Reduced |
| Intellectus Partners, LLC | 11,326 | $673.4K | 0.19% | −1,350−10.7% | Reduced |
| Davenport & Co LLC | 11,315 | $672.7K | 0.00% | +1,142+11.2% | Added |
| Independent Financial Group, LLC | 11,268 | $669.9K | 0.04% | −1,950−14.8% | Reduced |
| Brighton Jones LLC | 11,224 | $667.3K | 0.03% | −1,137−9.2% | Reduced |
| NewEdge Wealth, LLC | 11,221 | $667.1K | 0.02% | +11,221 | New |
| Linden Thomas Advisory Services, LLC | 11,177 | $664.5K | 0.12% | +318+2.9% | Added |
| Kestra Advisory Services, LLC | 11,127 | $661.5K | 0.01% | −9,952−47.2% | Reduced |
| Prime Capital Investment Advisors, LLC | 11,120 | $661.1K | 0.01% | −2,128−16.1% | Reduced |
| M&T Bank Corp | 11,114 | $660.5K | 0.00% | +26+0.2% | Added |
| Lazard Asset Management LLC | 10,824 | $643.0K | 0.00% | +6,202+134.2% | Added |
| Occudo Quantitative Strategies LP | 10,800 | $642.1K | 0.09% | −2,563−19.2% | Reduced |
| JustInvest LLC | 10,689 | $635.4K | 0.02% | −1,370−11.4% | Reduced |
| Hillsdale Investment Management Inc. | 10,640 | $632.5K | 0.05% | 00.0% | Unchanged |
| Brevan Howard Capital Management LP | 10,554 | $627.4K | 0.06% | +5,123+94.3% | Added |
| Aspiriant, LLC | 10,547 | $627.0K | 0.03% | 00.0% | Unchanged |
| MUFG Securities EMEA plc | 10,456 | $621.6K | 0.05% | −2,490−19.2% | Reduced |
| Guggenheim Capital LLC | 10,385 | $617.4K | 0.00% | −2,879−21.7% | Reduced |
| Oxford Asset Management LLP | 10,335 | $614.4K | 0.93% | +10,335 | New |
| SeaCrest Wealth Management, LLC | 11,087 | $605.8K | 0.07% | +243+2.2% | Added |
| D.A. Davidson & Co. | 10,065 | $598.4K | 0.01% | +450+4.7% | Added |
| Quattro Financial Advisors LLC | 59 | $594.5K | 0.21% | −9,941−99.4% | Reduced |
| Left Brain Wealth Management, LLC | 9,934 | $590.6K | 0.34% | −390−3.8% | Reduced |
| Venturi Wealth Management, LLC | 9,933 | $590.5K | 0.04% | −1,243−11.1% | Reduced |
| Flagship Harbor Advisors, LLC | 9,789 | $582.0K | 0.04% | +61+0.6% | Added |
| Edgestream Partners, L.P. | 9,733 | $578.6K | 0.04% | −17,557−64.3% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 9,722 | $578.0K | 0.03% | +60+0.6% | Added |
| Prudential PLC | 9,702 | $576.8K | 0.01% | +3,469+55.7% | Added |
| Telos Capital Management, Inc. | 9,668 | $574.8K | 0.07% | +9,668 | New |
| Caxton Associates LP | 9,659 | $574.2K | 0.03% | −190,341−95.2% | Reduced |
| Wellington Management Group LLP | 9,515 | $565.7K | 0.00% | −9,192−49.1% | Reduced |
| Atria Wealth Solutions, Inc. | 9,515 | $565.7K | 0.01% | −485−4.9% | Reduced |
| MML Investors Services, LLC | 9,492 | $564.0K | 0.00% | +1,492+18.7% | Added |
| Carmel Capital Partners, LLC | 9,455 | $562.1K | 0.29% | −950−9.1% | Reduced |
| Marex Group plc | 9,399 | $558.8K | 0.02% | +460+5.1% | Added |
| Cetera Advisors LLC | 9,324 | $554.3K | 0.01% | −12,969−58.2% | Reduced |
| Teacher Retirement System of Texas | 9,299 | $553.0K | 0.00% | −6,376−40.7% | Reduced |
| Alpha DNA Investment Management LLC | 9,253 | $550.1K | 0.33% | −3,224−25.8% | Reduced |
| RMR Wealth Builders | 9,246 | $549.7K | 0.08% | +21+0.2% | Added |
| E. Ohman J:or Asset Management AB | 9,200 | $546.9K | 0.02% | 00.0% | Unchanged |
| Commerce Bank | 9,195 | $546.6K | 0.00% | −1,026−10.0% | Reduced |
| Federation des caisses Desjardins du Quebec | 9,076 | $539.6K | 0.01% | −25,567−73.8% | Reduced |
| Bollard Group LLC | 9,053 | $538.0K | 0.02% | 00.0% | Unchanged |
| Cipher Capital LP | 9,032 | $537.0K | 0.17% | +9,032 | New |
| Tower Research Capital LLC (TRC) | 8,990 | $534.5K | 0.01% | +122+1.4% | Added |
| Truist Financial Corp | 8,975 | $533.6K | 0.00% | −4,309−32.4% | Reduced |
| Boothbay Fund Management, LLC | 8,952 | $532.2K | 0.02% | +8,952 | New |
| Vinva Investment Management Ltd | 8,709 | $524.3K | 0.04% | +8,709 | New |
| Americana Partners, LLC | 8,807 | $523.6K | 0.05% | −368−4.0% | Reduced |
| Comerica Bank | 8,791 | $522.6K | 0.00% | +488+5.9% | Added |
| International Assets Investment Management, LLC | 8,779 | $521.9K | 0.07% | −2,720−23.7% | Reduced |
| Kovack Advisors, Inc. | 8,751 | $520.2K | 0.06% | +104+1.2% | Added |
| Meiji Yasuda Life Insurance Co | 8,706 | $517.6K | 0.01% | +1,700+24.3% | Added |
| Centaurus Financial, Inc. | 8,694 | $517.0K | 0.04% | +622+7.7% | Added |
| Bank Julius Baer & Co. Ltd, Zurich | 8,690 | $516.6K | 0.00% | −82−0.9% | Reduced |
| Gilbert & Cook, Inc. | 8,497 | $505.1K | 0.07% | +604+7.7% | Added |
| Garde Capital, Inc. | 8,371 | $498.0K | 0.04% | 00.0% | Unchanged |
| Cetera Investment Advisers | 8,225 | $489.0K | 0.00% | +710+9.4% | Added |
| Banque Cantonale Vaudoise | 8,192 | $488.0K | 0.02% | +2,162+35.9% | Added |
| Mach-1 Financial Group, Inc. | 8,133 | $483.5K | 0.18% | −2,915−26.4% | Reduced |
| Wealth Management Associates, Inc. | 8,005 | $475.9K | 0.25% | +8,005 | New |
| Rodgers Brothers Inc. | 7,915 | $470.5K | 0.07% | +900+12.8% | Added |
| Steward Partners Investment Advisory, LLC | 7,807 | $464.1K | 0.01% | +1,524+24.3% | Added |
| Bennett Selby Investments LP | 7,601 | $451.9K | 0.23% | −333−4.2% | Reduced |
| Pinnacle Associates Ltd | 7,567 | $449.9K | 0.01% | −519−6.4% | Reduced |
| Inspire Advisors, LLC | 7,543 | $448.4K | 0.07% | +548+7.8% | Added |
| Manchester Financial Inc | 7,415 | $440.8K | 0.12% | −458−5.8% | Reduced |
| Swiss Life Asset Management Ltd | 7,391 | $440.1K | 0.01% | −2,515−25.4% | Reduced |
| Alberta Investment Management Corp | 7,400 | $439.9K | 0.00% | 00.0% | Unchanged |
| Essex LLC | 7,350 | $437.0K | 0.11% | −2,365−24.3% | Reduced |
| Integrated Wealth Concepts LLC | 7,318 | $435.1K | 0.01% | −1,611−18.0% | Reduced |