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 |
|---|---|---|---|---|---|
| DC Investments Management, LLC | 7,279 | $432.7K | 0.44% | 00.0% | Unchanged |
| Exchange Traded Concepts, LLC | 7,257 | $431.4K | 0.01% | +647+9.8% | Added |
| Kestra Private Wealth Services, LLC | 7,151 | $425.1K | 0.01% | −1,213−14.5% | Reduced |
| Tokio Marine Asset Management Co Ltd | 6,975 | $414.7K | 0.02% | +184+2.7% | Added |
| Jackson Creek Investment Advisors LLC | 6,888 | $409.0K | 0.16% | +6,888 | New |
| Fred Alger Management, LLC | 6,677 | $396.9K | 0.00% | +6,677 | New |
| Schwarz Dygos Wheeler Investment Advisors LLC | 6,657 | $395.8K | 0.12% | +6,657 | New |
| Weatherly Asset Management L. P. | 6,618 | $393.4K | 0.04% | −3,145−32.2% | Reduced |
| Comprehensive Financial Management LLC | 6,593 | $392.0K | 0.01% | 00.0% | Unchanged |
| 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 |
| Wealth Enhancement Advisory Services, LLC | 6,556 | $389.8K | 0.00% | −1,759−21.2% | Reduced |
| CIBC Asset Management Inc | 6,527 | $388.0K | 0.00% | −467−6.7% | Reduced |
| NinePointTwo Capital | 6,323 | $375.0K | 0.15% | 00.0% | Unchanged |
| Rehmann Capital Advisory Group | 6,257 | $372.0K | 0.03% | −710−10.2% | Reduced |
| Diversified Trust Co | 6,191 | $368.1K | 0.01% | −94−1.5% | Reduced |
| Parallel Advisors, LLC | 6,171 | $366.9K | 0.01% | −2,098−25.4% | Reduced |
| FinTrust Capital Advisors, LLC | 6,150 | $365.6K | 0.07% | −6,491−51.3% | Reduced |
| Beacon Pointe Advisors, LLC | 6,047 | $359.5K | 0.00% | −1,490−19.8% | Reduced |
| Truvestments Capital LLC | 6,022 | $358.0K | 0.16% | +69+1.2% | Added |
| Bayesian Capital Management, LP | 6,017 | $357.7K | 0.04% | +6,017 | New |
| Gries Financial LLC | 6,007 | $357.1K | 0.08% | +6,007 | New |
| JFG Wealth Management, LLC | 6,000 | $356.7K | 0.10% | +6,000 | New |
| Parkwood LLC | 5,990 | $356.0K | 0.06% | +1,016+20.4% | Added |
| Machina Capital S.A.S. | 5,919 | $351.9K | 0.23% | −1,460−19.8% | Reduced |
| Bristlecone Advisors, LLC | 5,841 | $347.2K | 0.04% | −23−0.4% | Reduced |
| Western Wealth Management, LLC | 5,797 | $344.6K | 0.02% | −130−2.2% | Reduced |
| Advisory Resource Group | 5,668 | $337.0K | 0.08% | 00.0% | Unchanged |
| CIBC World Markets Corp | 5,661 | $336.5K | 0.00% | +5,661 | New |
| Alps Advisors Inc | 5,548 | $329.8K | 0.00% | +280+5.3% | Added |
| Prospera Financial Services Inc | 5,459 | $324.5K | 0.01% | +5,459 | New |
| Allspring Global Investments Holdings, LLC | 5,390 | $320.4K | 0.00% | −1,343−19.9% | Reduced |
| GWM Advisors LLC | 5,364 | $318.9K | 0.00% | −1,842−25.6% | Reduced |
| Fisher Asset Management, LLC | 5,353 | $318.2K | 0.00% | −13,411−71.5% | Reduced |
| Asahi Life Asset Management Co., Ltd. | 5,170 | $307.4K | 0.17% | −1,600−23.6% | Reduced |
| 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 |
| Legal Advantage Investments, Inc. | 5,015 | $298.1K | 0.18% | 00.0% | Unchanged |
| Relative Value Partners Group, LLC | 5,004 | $297.5K | 0.02% | +5,004 | New |
| Easterly Investment Partners LLC | 5,001 | $297.3K | 0.03% | 00.0% | Unchanged |
| 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 |
| Winton Group Ltd | 4,936 | $293.4K | 0.02% | +144+3.0% | Added |
| B. Metzler seel. Sohn & Co. AG | 4,878 | $290.0K | 0.00% | 00.0% | Unchanged |
| Prosperity Wealth Management, Inc. | 4,785 | $284.5K | 0.19% | +4,785 | New |
| Palogic Value Management, L.P. | 4,781 | $284.2K | 0.13% | +4,781 | New |
| Kingswood Wealth Advisors, LLC | 4,770 | $283.6K | 0.03% | +91+1.9% | Added |
| Stratos Wealth Partners, LTD. | 4,754 | $282.6K | 0.01% | −485−9.3% | Reduced |
| Investment Management Corp of Ontario | 4,752 | $282.5K | 0.01% | +4,752 | New |
| Systematic Portfolios LLC | 4,721 | $280.7K | 0.85% | +4,721 | New |
| The PNC Financial Services Group, Inc. | 4,714 | $280.2K | 0.00% | −1,157−19.7% | Reduced |
| Beacon Investment Advisory Services, Inc. | 4,694 | $279.1K | 0.01% | −786−14.3% | 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 |
| Prelude Capital Management, LLC | 4,630 | $275.3K | 0.02% | −616−11.7% | Reduced |
| Pingora Partners LLC | 4,600 | $273.5K | 0.24% | +4,600 | New |
| Silvant Capital Management LLC | 4,566 | $271.4K | 0.01% | −723−13.7% | Reduced |
| Wedbush Securities Inc | 4,541 | $270.0K | 0.01% | −1,465−24.4% | Reduced |
| Vident Advisory, LLC | 4,524 | $269.0K | 0.01% | −1,264−21.8% | Reduced |
| iA Global Asset Management Inc. | 4,476 | $266.0K | 0.01% | +4,476 | New |
| Sigma Planning Corp | 4,462 | $265.3K | 0.02% | −849−16.0% | Reduced |
| Griffin Asset Management, Inc. | 4,450 | $264.6K | 0.03% | +4,450 | New |
| Algert Global LLC | 4,425 | $263.1K | 0.01% | −3,900−46.8% | Reduced |
| Summit Global Investments | 4,428 | $263.0K | 0.02% | −22,079−83.3% | Reduced |
| Advisor Resource Council | 4,332 | $257.5K | 0.03% | +4,332 | New |
| GFG Capital, LLC | 4,325 | $257.1K | 0.07% | +4,325 | New |
| DMG Group, LLC | 4,320 | $256.8K | 0.24% | +4,320 | New |
| Brandywine Managers, LLC | 4,211 | $250.3K | 0.27% | +4,211 | New |
| Good Life Advisors, LLC | 4,174 | $248.1K | 0.02% | +4,174 | New |
| State of Wyoming | 4,131 | $245.6K | 0.05% | +4,131 | New |
| US Bancorp | 4,053 | $241.0K | 0.00% | −2,070−33.8% | Reduced |
| Lincoln National Corp | 4,039 | $240.1K | 0.00% | +4,039 | New |
| Counterpoint Mutual Funds LLC | 4,006 | $238.2K | 0.09% | −1,799−31.0% | Reduced |
| Aviso Wealth Management | 3,978 | $236.5K | 0.17% | +3,978 | New |
| Lido Advisors, LLC | 3,959 | $235.4K | 0.00% | −1,305−24.8% | Reduced |
| Donoghue Forlines LLC | 3,938 | $234.1K | 0.07% | +3,938 | New |
| Chiron Capital Management, LLC | 3,900 | $231.9K | 0.20% | +3,900 | New |
| Inceptionr LLC | 3,874 | $230.3K | 0.16% | −3,705−48.9% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 3,831 | $228.0K | 0.00% | −196−4.9% | Reduced |
| LaFleur & Godfrey LLC | 3,829 | $227.6K | 0.03% | +3,829 | New |
| IHT Wealth Management, LLC | 3,812 | $226.6K | 0.01% | +3,812 | New |
| Aspen Investment Management Inc | 3,800 | $226.0K | 0.13% | +3,800 | New |
| Apollon Wealth Management, LLC | 3,773 | $224.3K | 0.01% | −1,323−26.0% | Reduced |
| Motley Fool Asset Management LLC | 3,736 | $222.1K | 0.02% | +3,736 | New |
| Two Sigma Securities, LLC | 3,718 | $221.0K | 0.01% | +3,718 | New |
| 1776 Wealth LLC | 3,679 | $218.7K | 0.11% | +3,679 | New |
| Cary Street Partner Investment Advisory LLC | 3,660 | $217.6K | 0.01% | +850+30.2% | Added |
| Wealthcare Advisory Partners LLC | 3,604 | $214.3K | 0.01% | −1,888−34.4% | Reduced |
| Insigneo Advisory Services, LLC | 3,579 | $212.8K | 0.03% | −1,881−34.5% | Reduced |
| Stephens Inc | 3,569 | $212.2K | 0.00% | +3,569 | New |
| Metis Global Partners, LLC | 3,507 | $208.5K | 0.01% | +3,507 | New |
| Burton Enright Welch | 3,499 | $208.0K | 0.06% | +3,499 | New |
| Mitchell McLeod Pugh & Williams Inc | 3,491 | $207.5K | 0.05% | +3,491 | New |
| Financial Partners Group, Inc | 3,488 | $207.3K | 0.04% | +3,488 | New |
| Geneos Wealth Management Inc. | 3,444 | $204.7K | 0.01% | −182−5.0% | Reduced |
| Dorsey & Whitney Trust CO LLC | 3,429 | $203.9K | 0.02% | +3,429 | New |
| American International Group, Inc. | 3,422 | $203.4K | 0.00% | −94−2.7% | Reduced |
| Synergy Financial Group, LTD | 3,420 | $203.3K | 0.25% | +3,420 | New |
| Wetherby Asset Management Inc | 3,372 | $200.5K | 0.01% | +3,372 | New |
| Twin Lakes Capital Management, LLC | 3,274 | $194.6K | 0.13% | −29−0.9% | Reduced |