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 |
|---|---|---|---|---|---|
| Farther Finance Advisors, LLC | 3,221 | $191.5K | 0.01% | +2,039+172.5% | Added |
| Mine & Arao Wealth Creation & Management, LLC. | 3,207 | $190.7K | 0.10% | +475+17.4% | Added |
| Knights of Columbus Asset Advisors LLC | 3,021 | $179.6K | 0.01% | 00.0% | Unchanged |
| Global Trust Asset Management, LLC | 2,988 | $177.6K | 0.08% | −12−0.4% | Reduced |
| Sunbelt Securities, Inc. | 2,840 | $168.8K | 0.02% | −128−4.3% | Reduced |
| EverSource Wealth Advisors, LLC | 2,809 | $167.0K | 0.02% | −238−7.8% | Reduced |
| Garden State Investment Advisory Services LLC | 2,772 | $164.8K | 0.07% | −2,810−50.3% | Reduced |
| Garner Asset Management Corp | 3,025 | $159.7K | 0.08% | +3,025 | New |
| Loomis Sayles & Co L P | 2,681 | $159.0K | 0.00% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 2,544 | $151.2K | 0.12% | +2,544 | New |
| Kapitalo Investimentos Ltda | 2,454 | $145.9K | 0.03% | −2,062−45.7% | Reduced |
| Principal Securities, Inc. | 2,374 | $141.1K | 0.01% | +2,374 | New |
| V-Square Quantitative Management LLC | 2,265 | $134.7K | 0.03% | +941+71.1% | Added |
| Central Trust Co | 2,139 | $127.2K | 0.00% | −1,786−45.5% | Reduced |
| Shell Asset Management Co | 2,122 | $126.0K | 0.01% | −6,474−75.3% | Reduced |
| Ostrum Asset Management | 2,116 | $125.8K | 0.01% | +9+0.4% | Added |
| Caz Investments LP | 2,000 | $119.0K | 0.30% | +1,000+100.0% | Added |
| Gleason Group, Inc. | 1,855 | $110.3K | 0.03% | 00.0% | Unchanged |
| Capital Investment Advisory Services, LLC | 1,836 | $109.2K | 0.01% | +1,836 | New |
| Allworth Financial LP | 1,833 | $108.9K | 0.00% | +1,355+283.5% | Added |
| Plato Investment Management Ltd | 1,801 | $107.1K | 0.13% | +1,801 | New |
| Spire Wealth Management | 1,460 | $92.3K | 0.00% | −1,531−51.2% | Reduced |
| City State Bank | 1,524 | $91.0K | 0.05% | −100−6.2% | Reduced |
| Covestor Ltd | 1,524 | $91.0K | 0.06% | +1,161+319.8% | Added |
| Osterweis Capital Management Inc | 1,500 | $89.2K | 0.01% | 00.0% | Unchanged |
| Clear Street Markets LLC | 1,500 | $89.0K | 0.04% | +995+197.0% | Added |
| Whittier Trust Co of Nevada Inc | 1,470 | $87.4K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 1,418 | $84.3K | 0.00% | −882−38.3% | Reduced |
| UniSuper Management Pty Ltd | 1,400 | $83.2K | 0.00% | 00.0% | Unchanged |
| Tennessee Valley Asset Management Partners | 1,394 | $82.9K | 0.02% | +1,394 | New |
| Gradient Investments LLC | 1,248 | $74.2K | 0.00% | −405−24.5% | Reduced |
| Pacer Advisors, Inc. | 1,248 | $74.2K | 0.00% | −388−23.7% | Reduced |
| Quarry LP | 1,209 | $71.9K | 0.04% | +774+177.9% | Added |
| Coppell Advisory Solutions LLC | 1,116 | $66.3K | 0.01% | +1,096+5,480.0% | Added |
| First Pacific Financial | 1,092 | $64.9K | 0.02% | 00.0% | Unchanged |
| CNB Bank | 1,017 | $60.5K | 0.03% | −317−23.8% | Reduced |
| Harbor Investment Advisory, LLC | 1,010 | $60.0K | 0.01% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 992 | $59.0K | 0.00% | −121−10.9% | Reduced |
| Jones Financial Companies LLLP | 987 | $58.7K | 0.00% | +987 | New |
| Financial Perspectives, Inc | 981 | $58.3K | 0.02% | 00.0% | Unchanged |
| Horizon Investments, LLC | 974 | $57.9K | 0.00% | +45+4.8% | Added |
| Desjardins Global Asset Management Inc. | 966 | $57.4K | 0.01% | +364+60.5% | Added |
| Whittier Trust Co | 935 | $55.6K | 0.00% | +209+28.8% | Added |
| Huntington National Bank | 930 | $55.3K | 0.00% | +488+110.4% | Added |
| Long Island Wealth Management, Inc. | 919 | $55.0K | 0.04% | +919 | New |
| IFP Advisors, Inc | 920 | $54.7K | 0.00% | +156+20.4% | Added |
| Newbridge Financial Services Group, Inc. | 910 | $54.1K | 0.03% | −5,264−85.3% | Reduced |
| Private Trust Co NA | 892 | $53.0K | 0.01% | +105+13.3% | Added |
| Migdal Insurance & Financial Holdings Ltd. | 836 | $50.0K | 0.00% | +37+4.6% | Added |
| Hantz Financial Services, Inc. | 812 | $48.0K | 0.00% | −249−23.5% | Reduced |
| Castleview Partners, LLC | 769 | $45.7K | 0.03% | +759+7,590.0% | Added |
| EntryPoint Capital, LLC | 758 | $45.1K | 0.04% | +758 | New |
| Groupama Asset Managment | 743 | $44.2K | 0.00% | +743 | New |
| Global Retirement Partners, LLC | 665 | $41.7K | 0.00% | +26+4.1% | Added |
| C M Bidwell & Associates Ltd | 682 | $40.5K | 0.03% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 679 | $40.4K | 0.04% | −294−30.2% | Reduced |
| ICA Group Wealth Management, LLC | 655 | $38.9K | 0.01% | +655 | New |
| Versant Capital Management, Inc | 590 | $35.1K | 0.01% | +68+13.0% | Added |
| Capital Advisors, Ltd. LLC | 558 | $33.0K | 0.00% | 00.0% | Unchanged |
| Virtus Fund Advisers, LLC | 552 | $32.8K | 0.20% | +552 | New |
| McGlone Suttner Wealth Management, Inc. | 538 | $32.0K | 0.01% | +538 | New |
| Capital Analysts, LLC | 529 | $31.0K | 0.00% | +469+781.7% | Added |
| Beacon Capital Management, LLC | 711 | $29.9K | 0.01% | −10−1.4% | Reduced |
| Rise Advisors, LLC | 501 | $29.8K | 0.02% | −45−8.2% | Reduced |
| Plante Moran Financial Advisors, LLC | 500 | $29.7K | 0.00% | −500−50.0% | Reduced |
| Cornerstone Planning Group LLC | 478 | $28.4K | 0.01% | +176+58.3% | Added |
| Grove Bank & Trust | 421 | $25.0K | 0.00% | −478−53.2% | Reduced |
| North Star Investment Management Corp. | 406 | $24.1K | 0.00% | 00.0% | Unchanged |
| Performa Ltd (US), LLC | 400 | $23.8K | 0.01% | −425−51.5% | Reduced |
| Bogart Wealth, LLC | 396 | $23.5K | 0.00% | −36,557−98.9% | Reduced |
| Ancora Advisors, LLC | 385 | $22.9K | 0.00% | −46−10.7% | Reduced |
| Quent Capital, LLC | 381 | $22.6K | 0.00% | +108+39.6% | Added |
| McIlrath & Eck, LLC | 375 | $22.3K | 0.00% | +300+400.0% | Added |
| Institutional & Family Asset Management, LLC | 361 | $21.5K | 0.00% | −4−1.1% | Reduced |
| Tyler-Stone Wealth Management | 355 | $21.1K | 0.01% | −300−45.8% | Reduced |
| Global X Japan Co., Ltd. | 348 | $20.7K | 0.01% | +348 | New |
| Raleigh Capital Management Inc. | 337 | $20.0K | 0.01% | +337 | New |
| Lindbrook Capital, LLC | 329 | $19.5K | 0.00% | −455−58.0% | Reduced |
| Glen Eagle Advisors, LLC | 308 | $18.3K | 0.00% | 00.0% | Unchanged |
| Ci Investments Inc. | 308 | $18.0K | 0.00% | +1+0.3% | Added |
| Clearstead Advisors, LLC | 301 | $17.9K | 0.00% | +151+100.7% | Added |
| Sittner & Nelson, LLC | 300 | $17.8K | 0.01% | −650−68.4% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 300 | $17.8K | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 291 | $17.3K | 0.00% | +71+32.3% | Added |
| NBC Securities, Inc. | 296 | $17.0K | 0.00% | 00.0% | Unchanged |
| West Tower Group, LLC | 280 | $16.6K | 0.03% | −293−51.1% | Reduced |
| ORG Partners LLC | 277 | $16.5K | 0.00% | +121+77.6% | Added |
| Activest Wealth Management | 269 | $16.0K | 0.01% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 255 | $15.0K | 0.00% | −155−37.8% | Reduced |
| Macroview Investment Management LLC | 251 | $14.9K | 0.02% | −53−17.4% | Reduced |
| Larson Financial Group LLC | 245 | $14.6K | 0.00% | −104−29.8% | Reduced |
| PSI Advisors, LLC | 239 | $14.2K | 0.01% | 00.0% | Unchanged |
| Strategic Investment Solutions, Inc. | 216 | $12.8K | 0.00% | −12,384−98.3% | Reduced |
| Cedar Wealth Management, LLC | 214 | $12.7K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 212 | $12.6K | 0.00% | +212 | New |
| Adirondack Trust Co | 235 | $12.5K | 0.01% | 00.0% | Unchanged |
| Montag A & Associates Inc | 200 | $11.9K | 0.00% | 00.0% | Unchanged |
| HM Payson & Co | 200 | $11.9K | 0.00% | 00.0% | Unchanged |
| Optimum Investment Advisors | 200 | $11.9K | 0.01% | 00.0% | Unchanged |
| Rocky Mountain Advisers, LLC | 200 | $11.9K | 0.00% | 00.0% | Unchanged |