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Livermore
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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.

Institutional holdersQ4 2023: 708 institutions
Q1 2021: 970 institutionsQ2 2021: 1,028 institutionsQ3 2021: 1,043 institutionsQ4 2021: 1,010 institutionsQ1 2022: 936 institutionsQ2 2022: 793 institutionsQ3 2022: 738 institutionsQ4 2022: 737 institutionsQ1 2023: 728 institutionsQ2 2023: 712 institutionsQ3 2023: 665 institutionsQ4 2023: 708 institutionsQ1 2024: 686 institutionsQ2 2024: 669 institutionsQ3 2024: 695 institutionsQ4 2024: 819 institutionsQ1 2025: 810 institutionsQ2 2025: 782 institutionsQ3 2025: 816 institutionsQ4 2025: 791 institutionsQ1 2026: 709 institutionsQ2 2026: 674 institutions
Value heldQ4 2023: $9.38B
Q1 2021: $28.7BQ2 2021: $41.7BQ3 2021: $39.2BQ4 2021: $23.0BQ1 2022: $16.5BQ2 2022: $8.86BQ3 2022: $8.32BQ4 2022: $8.69BQ1 2023: $9.15BQ2 2023: $8.15BQ3 2023: $6.37BQ4 2023: $9.38BQ1 2024: $9.60BQ2 2024: $8.62BQ3 2024: $10.1BQ4 2024: $15.9BQ1 2025: $14.1BQ2 2025: $13.7BQ3 2025: $12.2BQ4 2025: $11.6BQ1 2026: $8.50BQ2 2026: $7.87B
Institutions holding DOCU and their total value by quarter
QuarterHoldersValue
Q2 2026674$7.87B
Q1 2026709$8.50B
Q4 2025791$11.6B
Q3 2025816$12.2B
Q2 2025782$13.7B
Q1 2025810$14.1B
Q4 2024819$15.9B
Q3 2024695$10.1B
Q2 2024669$8.62B
Q1 2024686$9.60B
Q4 2023708$9.38B
Q3 2023665$6.37B
Q2 2023712$8.15B
Q1 2023728$9.15B
Q4 2022737$8.69B
Q3 2022738$8.32B
Q2 2022793$8.86B
Q1 2022936$16.5B
Q4 20211,010$23.0B
Q3 20211,043$39.2B
Q2 20211,028$41.7B
Q1 2021970$28.7B

Institutions, Q4 2023

Shares, value and share of portfolio for each institution holding DocuSign, Inc.; share changes are against Q3 2023.

Institutions holding DOCU in Q4 2023
InstitutionSharesValue% of portfolioChange in sharesAction
Salem Investment Counselors Inc193$11.5K0.00%00.0%Unchanged
Cutler Group LP200$11.0K0.00%−14,464−98.6%Reduced
Main Street Group, LTD185$11.0K0.00%+185New
GoalVest Advisory LLC181$10.8K0.00%00.0%Unchanged
TSFG, LLC160$10.0K0.00%00.0%Unchanged
Washington Trust Co160$9.51K0.00%−600−78.9%Reduced
Partnership Wealth Management, LLC150$9.14K0.01%+150New
NewSquare Capital LLC153$9.10K0.00%00.0%Unchanged
Tradewinds Capital Management, LLC150$8.92K0.00%−40−21.1%Reduced
Naples Money Management LLC150$8.92K0.01%+150New
Planning Capital Management Corp150$8.92K0.01%+150New
CarsonAllaria Wealth Management, Ltd.149$8.86K0.01%−43−22.4%Reduced
Rakuten Investment Management, Inc.146$8.79K0.00%+146New
Gables Capital Management Inc.145$8.62K0.01%−15−9.4%Reduced
GPS Wealth Strategies Group, LLC141$8.38K0.00%−130−48.0%Reduced
IAG Wealth Partners, LLC140$8.32K0.00%00.0%Unchanged
Delta Asset Management LLC140$8.32K0.00%+140New
Proequities, Inc.135$8.03K0.00%−44−24.6%Reduced
Householder Group Estate & Retirement Specialist, LLC144$8.00K0.00%−63−30.4%Reduced
Financial Management Professionals, Inc.129$8.00K0.00%00.0%Unchanged
Psagot Value Holdings Ltd. / (Israel)126$8.00K0.00%+13+11.5%Added
Tradition Wealth Management, LLC118$7.00K0.00%−15−11.3%Reduced
Richard W. Paul & Associates, LLC115$6.84K0.00%00.0%Unchanged
SYSTM Wealth Solutions LLC113$6.72K0.00%+113New
Pacifica Partners Inc.145$6.68K0.00%00.0%Unchanged
Tidemark, LLC111$6.60K0.00%+111New
GAMMA Investing LLC106$6.46K0.00%+106New
AdvisorNet Financial, Inc108$6.42K0.00%−11−9.2%Reduced
Mendota Financial Group, LLC106$6.30K0.00%+11+11.6%Added
PFS Partners, LLC105$6.24K0.00%00.0%Unchanged
Parkside Financial Bank & Trust102$6.06K0.00%−26−20.3%Reduced
Private Wealth Management Group, LLC102$6.06K0.00%+102New
Ashburton (Jersey) Ltd133$6.00K0.00%00.0%Unchanged
Nordwand Advisors, LLC100$5.95K0.00%00.0%Unchanged
Rothschild Investment LLC100$5.95K0.00%+100New
Towarzystwo Funduszy Inwestycyjnych Pzu SA100$5.95K0.00%+100New
Global Wealth Strategies & Associates95$5.65K0.00%00.0%Unchanged
Hollencrest Capital Management90$5.35K0.00%−1,000−91.7%Reduced
LM Advisors LLC90$5.35K0.00%+90New
Glassman Wealth Services86$5.11K0.00%+32+59.3%Added
Valley National Advisers Inc98$5.00K0.00%+35+55.6%Added
Syntax Research, Inc.84$4.99K0.00%+84New
Nemes Rush Group LLC81$4.82K0.00%−67−45.3%Reduced
SRS Capital Advisors, Inc.79$4.70K0.00%00.0%Unchanged
Orion Capital Management LLC66$3.92K0.00%+66New
Umb Bank N A56$3.33K0.00%−552−90.8%Reduced
Bartlett & Co. Wealth Management LLC52$3.13K0.00%00.0%Unchanged
Westside Investment Management, Inc.52$3.09K0.00%+20+62.5%Added
ZRC Wealth Management, LLC72$3.02K0.00%00.0%Unchanged
Asset Dedication, LLC53$3.00K0.00%00.0%Unchanged
Bartlett & Co. LLC52$3.00K0.00%00.0%Unchanged
Ronald Blue Trust, Inc.72$3.00K0.00%+64+800.0%Added
Wetzel Investment Advisors, Inc.50$3.00K0.00%+50New
Colonial Trust Advisors50$2.97K0.00%−100−66.7%Reduced
Laurel Wealth Advisors LLC50$2.97K0.00%00.0%Unchanged
Financial Synergies Wealth Advisors, Inc.53$2.94K0.00%00.0%Unchanged
Core Alternative Capital49$2.91K0.00%−12−19.7%Reduced
GHP Investment Advisors, Inc.44$2.62K0.00%00.0%Unchanged
Bell Investment Advisors, Inc42$2.50K0.00%−34−44.7%Reduced
Turtle Creek Wealth Advisors, LLC42$2.50K0.00%+42New
Scarborough Advisors, LLC40$2.38K0.00%+40New
AlphaMark Advisors, LLC36$2.00K0.00%00.0%Unchanged
Smartleaf Asset Management LLC31$1.87K0.00%+31New
Lee Financial Co30$1.78K0.00%00.0%Unchanged
Birchbrook, Inc.25$1.49K0.00%+25New
Cullen/Frost Bankers, Inc.25$1.49K0.00%−6−19.4%Reduced
Tucker Asset Management LLC24$1.43K0.00%+24New
PayPay Securities Corp23$1.41K0.07%+11+91.7%Added
Abich Financial Wealth Management LLC22$1.31K0.00%+22New
Quadrant Capital Group LLC20$1.19K0.00%−136−87.2%Reduced
Raffa Wealth Management, LLC20$1.19K0.00%00.0%Unchanged
Dunhill Financial, LLC19$1.13K0.00%+19New
JJJ Advisors Inc.18$1.07K0.00%00.0%Unchanged
Solstein Capital, LLC18$1.07K0.00%00.0%Unchanged
Hazlett, Burt & Watson, Inc.22$1.00K0.00%00.0%Unchanged
VitalStone Financial, LLC20$1.00K0.00%00.0%Unchanged
Rockbridge Investment Management, LCC12$7140.00%+12New
Vermillion & White Wealth Management Group, LLC12$7130.00%+12New
Pittenger & Anderson Inc11$6540.00%00.0%Unchanged
Focused Wealth Management, Inc10$5950.00%00.0%Unchanged
St. Johns Investment Management Company, LLC10$5950.00%00.0%Unchanged
MB, Levis & Associates, LLC10$5950.00%00.0%Unchanged
New Millennium Group LLC10$5950.00%+10New
REAP Financial Group, LLC10$5950.00%+10New
First Horizon Advisors, Inc.10$5940.00%−43−81.1%Reduced
Valued Wealth Advisors LLC13$5460.00%+13New
Glass Jacobson Investment Advisors llc7$4170.00%00.0%Unchanged
Kessler Investment Group, LLC7$4160.00%−73,117−100.0%Reduced
Massmutual Trust Co FSB7$4160.00%−42−85.7%Reduced
Key Financial Inc7$4160.00%00.0%Unchanged
Nalls Sherbakoff Group, LLC6$3570.00%−6−50.0%Reduced
Bear Mountain Capital, Inc.5$3130.00%+5New
Sandy Spring Bank5$2980.00%−157−96.9%Reduced
SJS Investment Consulting Inc.5$2980.00%−4−44.4%Reduced
Retirement Group, LLC5$2970.00%+5New
Manchester Capital Management LLC4$2380.00%−104−96.3%Reduced
Caitlin John, LLC4$2380.00%+4New
Creekmur Asset Management LLC4$2380.00%+4New
American Capital Advisory, LLC4$2380.00%+4New
Assetmark, Inc3$1780.00%+3New