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 |
|---|---|---|---|---|---|
| St Germain D J Co Inc | 2 | $119 | 0.00% | 00.0% | Unchanged |
| DHJJ Financial Advisors, Ltd. | 2 | $119 | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 2 | $119 | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 2 | $119 | 0.00% | +2 | New |
| Gordian Capital Singapore Pte Ltd | 1 | $60 | 0.00% | 00.0% | Unchanged |
| O'Dell Group, LLC | 1 | $60 | 0.00% | +1 | New |
| Impact Partnership Wealth, LLC | 1 | $31 | 0.00% | −13−92.9% | Reduced |
| Dogwood Wealth Management LLC | 0 | $2 | 0.00% | 0 | New |
| Liontrust Investment Partners LLP | 0 | $0 | 0.00% | −1,547,015−100.0% | Sold out |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −205,682−100.0% | Sold out |
| Twinbeech Capital LP | 0 | $0 | 0.00% | −176,610−100.0% | Sold out |
| Virtu Financial LLC | 0 | $0 | 0.00% | −97,537−100.0% | Sold out |
| Sanders Morris Harris LLC | 0 | $0 | 0.00% | −92,440−100.0% | Sold out |
| Cinctive Capital Management LP | 0 | $0 | 0.00% | −84,637−100.0% | Sold out |
| Globeflex Capital L P | 0 | $0 | 0.00% | −70,354−100.0% | Sold out |
| HAP Trading, LLC | 0 | $0 | 0.00% | −53,610−100.0% | Sold out |
| Connectus Wealth, LLC | 0 | $0 | 0.00% | −46,307−100.0% | Sold out |
| Rheos Capital Works Inc. | 0 | $0 | 0.00% | −46,200−100.0% | Sold out |
| Polen Capital Management LLC | 0 | $0 | 0.00% | −43,366−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −41,474−100.0% | Sold out |
| Duality Advisers, LP | 0 | $0 | 0.00% | −40,150−100.0% | Sold out |
| Abn Amro Investment Solutions | 0 | $0 | 0.00% | −39,656−100.0% | Sold out |
| Gilder Gagnon Howe & Co LLC | 0 | $0 | 0.00% | −36,975−100.0% | Sold out |
| Three Bridge Wealth Advisors, LLC | 0 | $0 | 0.00% | −29,382−100.0% | Sold out |
| Polianta Ltd | 0 | $0 | 0.00% | −21,300−100.0% | Sold out |
| C2C Wealth Management, LLC | 0 | $0 | 0.00% | −20,795−100.0% | Sold out |
| Echo Street Capital Management LLC | 0 | $0 | 0.00% | −19,324−100.0% | Sold out |
| Berylson Capital Partners, LLC | 0 | $0 | 0.00% | −19,300−100.0% | Sold out |
| Petrus Trust Company, LTA | 0 | $0 | 0.00% | −17,035−100.0% | Sold out |
| Nomura Holdings Inc | 0 | $0 | 0.00% | −15,022−100.0% | Sold out |
| Werlinich Asset Management, LLC | 0 | $0 | 0.00% | −14,954−100.0% | Sold out |
| PDT Partners, LLC | 0 | $0 | 0.00% | −14,500−100.0% | Sold out |
| Blueshift Asset Management, LLC | 0 | $0 | 0.00% | −14,038−100.0% | Sold out |
| Fox Run Management, L.L.C. | 0 | $0 | 0.00% | −12,361−100.0% | Sold out |
| Texas Capital Bank Wealth Management Services Inc | 0 | $0 | 0.00% | −12,000−100.0% | Sold out |
| Stansberry Asset Management, LLC | 0 | $0 | 0.00% | −10,840−100.0% | Sold out |
| IPG Investment Advisors LLC | 0 | $0 | 0.00% | −10,395−100.0% | Sold out |
| IMA Wealth, Inc. | 0 | $0 | 0.00% | −10,349−100.0% | Sold out |
| Laird Norton Trust Company, LLC | 0 | $0 | 0.00% | −10,106−100.0% | Sold out |
| Copperwynd Financial, LLC | 0 | $0 | 0.00% | −9,973−100.0% | Sold out |
| Group One Trading, L.P. | 0 | $0 | 0.00% | −9,872−100.0% | Sold out |
| GraniteShares Advisors LLC | 0 | $0 | 0.00% | −8,954−100.0% | Sold out |
| Nebula Research & Development LLC | 0 | $0 | 0.00% | −8,746−100.0% | Sold out |
| Redmond Asset Management, LLC | 0 | $0 | 0.00% | −8,721−100.0% | Sold out |
| Beck Capital Management, LLC | 0 | $0 | 0.00% | −8,528−100.0% | Sold out |
| Canvas Wealth Advisors, LLC | 0 | $0 | 0.00% | −7,829−100.0% | Sold out |
| TownSquare Capital, LLC | 0 | $0 | 0.00% | −7,356−100.0% | Sold out |
| Malaga Cove Capital, LLC | 0 | $0 | 0.00% | −6,974−100.0% | Sold out |
| Corton Capital Inc. | 0 | $0 | 0.00% | −6,716−100.0% | Sold out |
| Brown Miller Wealth Management, LLC | 0 | $0 | 0.00% | −6,283−100.0% | Sold out |
| Wallace Advisory Group, LLC | 0 | $0 | 0.00% | −4,863−100.0% | Sold out |
| Proficio Capital Partners LLC | 0 | $0 | 0.00% | −5,826−100.0% | Sold out |
| Oppenheimer Asset Management Inc. | 0 | $0 | 0.00% | −4,991−100.0% | Sold out |
| EMC Capital Management | 0 | $0 | 0.00% | −5,000−100.0% | Sold out |
| Capula Management Ltd | 0 | $0 | 0.00% | −4,900−100.0% | Sold out |
| Impax Asset Management Group plc | 0 | $0 | 0.00% | −4,875−100.0% | Sold out |
| XY Capital Ltd | 0 | $0 | 0.00% | −4,164−100.0% | Sold out |
| Nisa Investment Advisors, LLC | 0 | $0 | 0.00% | −3,200−100.0% | Sold out |
| ING Groep NV | 0 | $0 | 0.00% | −2,380−100.0% | Sold out |
| Baker Avenue Asset Management, LP | 0 | $0 | 0.00% | −1,737−100.0% | Sold out |
| Tortoise Investment Management, LLC | 0 | $0 | 0.00% | −1,312−100.0% | Sold out |
| Register Financial Advisors LLC | 0 | $0 | 0.00% | −1,020−100.0% | Sold out |
| BluePath Capital Management, LLC | 0 | $0 | 0.00% | −762−100.0% | Sold out |
| Kayne Anderson Rudnick Investment Management LLC | 0 | $0 | 0.00% | −485−100.0% | Sold out |
| WR Wealth Planners, LLC | 0 | $0 | 0.00% | −387−100.0% | Sold out |
| Headinvest, LLC | 0 | $0 | 0.00% | −279−100.0% | Sold out |
| Tfo-TDC, LLC | 0 | $0 | 0.00% | −216−100.0% | Sold out |
| Bessemer Group Inc | 0 | $0 | 0.00% | −258−100.0% | Sold out |
| Stonebridge Capital Advisors LLC | 0 | $0 | 0.00% | −243−100.0% | Sold out |
| Headlands Technologies LLC | 0 | $0 | 0.00% | −227−100.0% | Sold out |
| Silicon Valley Capital Partners | 0 | $0 | 0.00% | −204−100.0% | Sold out |
| Baystate Wealth Management LLC | 0 | $0 | 0.00% | −150−100.0% | Sold out |
| Strengthening Families & Communities, LLC | 0 | $0 | 0.00% | −142−100.0% | Sold out |
| Toth Financial Advisory Corp | 0 | $0 | 0.00% | −100−100.0% | Sold out |
| Addison Advisors LLC | 0 | $0 | 0.00% | −100−100.0% | Sold out |
| Buck Wealth Strategies, LLC | 0 | $0 | 0.00% | −100−100.0% | Sold out |
| Hartford Financial Management Inc. | 0 | $0 | 0.00% | −97−100.0% | Sold out |
| FNY Investment Advisers, LLC | 0 | $0 | 0.00% | −100−100.0% | Sold out |
| Earnest Partners LLC | 0 | $0 | 0.00% | −95−100.0% | Sold out |
| RFP Financial Group LLC | 0 | $0 | 0.00% | −81−100.0% | Sold out |
| Concord Wealth Partners | 0 | $0 | 0.00% | −80−100.0% | Sold out |
| Colonial Trust Co | 0 | $0 | 0.00% | −60−100.0% | Sold out |
| Flaharty Asset Management, LLC | 0 | $0 | 0.00% | −74−100.0% | Sold out |
| Jamison Private Wealth Management, Inc. | 0 | $0 | 0.00% | −73−100.0% | Sold out |
| Carolinas Wealth Consulting LLC | 0 | $0 | 0.00% | −74−100.0% | Sold out |
| Oakworth Capital, Inc. | 0 | $0 | 0.00% | −40−100.0% | Sold out |
| Brown Brothers Harriman & Co | 0 | $0 | 0.00% | −39−100.0% | Sold out |
| Armstrong Advisory Group, Inc | 0 | $0 | 0.00% | −37−100.0% | Sold out |
| Financial Freedom, LLC | 0 | $0 | 0.00% | −30−100.0% | Sold out |
| RE Dickinson Investment Advisors, LLC | 0 | $0 | 0.00% | −34−100.0% | Sold out |
| Authentikos Wealth Advisory, LLC | 0 | $0 | 0.00% | −19−100.0% | Sold out |
| Fifth Third Bancorp | 0 | $0 | 0.00% | −12−100.0% | Sold out |
| Zions Bancorporation, N.A. | 0 | $0 | 0.00% | −12−100.0% | Sold out |
| Maryland Capital Advisors Inc. | 0 | $0 | 0.00% | −10−100.0% | Sold out |
| JFS Wealth Advisors, LLC | 0 | $0 | 0.00% | −5−100.0% | Sold out |
| Your Advocates Ltd., LLP | 0 | $0 | 0.00% | −5−100.0% | Sold out |
| AllSquare Wealth Management LLC | 0 | $0 | 0.00% | −4−100.0% | Sold out |
| Avion Wealth | 0 | $0 | 0.00% | −23−100.0% | Sold out |
| HBC Financial Services, PLLC | 0 | $0 | 0.00% | −10−100.0% | Sold out |
| Virginia Retirement Systems Et Al | – | – | – | – | Not filed |