Skip to main content

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.

Q1 2024 vs. Q4 2023

How the institutions holding DocuSign, Inc. changed between Q4 2023 and Q1 2024.

All holders in Q1 2024All holders in Q4 2023

13F holders of DOCU: Q4 2023 compared with Q1 2024
MeasureQ4 2023Of which not filed for Q1 2024Q1 2024Change
Holders7089686−13
Shares157.9M441.1K161.3M+3.78M (+2.4%)
Value$9.38B$28.6M$9.60B+$244.4M (+2.6%)

9 institutions that held it in Q4 2023 haven't filed for Q1 2024 yet. Not filing isn't selling, so the changes leave them out.

New holders (90)

Institutions that held DocuSign, Inc. at the end of Q1 2024 but not at the end of Q4 2023.

Institutions new to DOCU in Q1 2024
InstitutionSharesValue% of portfolio
Point72 Asset Management, L.P.891,094$53.1M0.15%
Laurion Capital Management LP848,659$50.5M1.41%
Maplelane Capital, LLC555,000$33.1M2.23%
Danske Bank A/S446,490$26.6M0.08%
Andra AP-fonden389,200$23.2M0.41%
Primecap Management Co369,750$22.0M0.02%
Carlson Capital L P181,100$10.8M0.88%
Readystate Asset Management LP160,900$9.58M0.34%
Retirement Systems of Alabama146,095$8.70M0.03%
Mediolanum International Funds Ltd119,845$7.10M0.12%
MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH113,203$6.74M0.24%
Caisse de Depot Et Placement du Quebec74,456$4.43M0.01%
Resona Asset Management Co.,Ltd.68,954$4.11M0.02%
Savant Capital, LLC55,653$3.31M0.04%
Quadrature Capital Ltd51,552$3.07M0.05%
ING Groep NV45,401$2.70M0.02%
Crestline Management, LP37,775$2.25M0.21%
Lecap Asset Management Ltd33,054$1.97M0.41%
Caption Management, LLC31,800$1.89M0.21%
Canton Hathaway, LLC26,855$1.60M0.43%
Dakota Wealth Management22,841$1.36M0.03%
Audent Global Asset Management, LLC20,182$1.20M1.23%
Polianta Ltd19,800$1.18M0.57%
Sirios Capital Management L P15,867$944.9K0.18%
PFG Investments, LLC14,619$870.6K0.05%
Tairen Capital Ltd12,900$768.2K0.05%
Prairie Wealth Advisors, Inc.10,823$644.5K0.30%
Kerrisdale Advisers, LLC10,655$634.5K0.20%
Delap Wealth Advisory, LLC10,399$619.3K0.25%
Simplicity Wealth,LLC10,137$603.7K0.01%
Texas Capital Bank Wealth Management Services Inc10,000$595.5K0.07%
Quantbot Technologies LP9,595$571.4K0.03%
Pallas Capital Advisors LLC9,462$563.5K0.02%
Qsemble Capital Management, LP8,611$512.8K0.11%
BNP Paribas8,300$494.6K0.02%
Unique Wealth Strategies, LLC8,299$494.2K0.24%
Mission Creek Capital Partners, Inc.8,086$481.5K0.13%
Martingale Asset Management L P8,042$478.9K0.01%
J.W. Cole Advisors, Inc.7,791$463.9K0.02%
Convergence Investment Partners, LLC7,187$428.0K0.16%
CenterStar Asset Management, LLC6,959$414.7K0.86%
Axxcess Wealth Management, LLC6,700$399.0K0.01%
Clear Creek Financial Management, LLC6,476$385.6K0.05%
Hohimer Wealth Management, LLC6,452$384.2K0.09%
Citizens Financial Group Inc5,851$348.4K0.01%
Pzena Investment Management LLC5,573$331.9K0.00%
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main5,341$318.1K0.00%
Moran Wealth Management, LLC5,238$311.9K0.01%
IPG Investment Advisors LLC5,225$311.1K0.07%
Capula Management Ltd4,918$292.9K0.01%
Formidable Asset Management, LLC4,726$281.4K0.05%
Change Path, LLC4,700$280.0K0.01%
Bank of Nova Scotia4,597$273.8K0.00%
Crossmark Global Holdings, Inc.4,509$269.0K0.01%
Oppenheimer Asset Management Inc.4,220$251.3K0.00%
United Advisor Group, LLC4,133$246.1K0.09%
Triumph Capital Management4,203$244.7K0.10%
DRW Securities, LLC4,100$244.2K0.01%
Optimist Retirement Group LLC4,028$239.9K0.12%
Skylands Capital, LLC4,000$238.2K0.03%
Sovereign Financial Group, Inc.3,929$234.0K0.06%
Simplex Trading, LLC3,900$232.0K0.01%
RFG Advisory, LLC3,845$229.0K0.01%
United Capital Financial Advisers, LLC3,785$225.4K0.00%
Essex Financial Services, Inc.3,604$214.6K0.02%
Eqis Capital Management, Inc.3,538$210.7K0.02%
Ossiam3,529$210.2K0.00%
Allianz SE2,562$152.6K0.00%
CIBC Private Wealth Group, LLC1,717$100.0K0.00%
Harvest Fund Management Co., Ltd1,249$74.0K0.01%
CoreCap Advisors, LLC1,034$61.6K0.00%
Quest Partners LLC950$56.6K0.01%
Register Financial Advisors LLC620$36.9K0.02%
WR Wealth Planners, LLC354$21.1K0.01%
Highlander Capital Management, LLC275$16.4K0.01%
Continuum Advisory, LLC217$12.4K0.00%
NCP Inc.200$11.9K0.01%
Fernwood Investment Management, LLC170$10.1K0.00%
Addison Advisors LLC100$5.96K0.00%
Crewe Advisors LLC80$4.76K0.00%
Fifth Third Bancorp59$3.51K0.00%
Old Point Trust & Financial Services N A50$2.98K0.00%
BFSG, LLC50$2.98K0.00%
VisionPoint Advisory Group, LLC38$2.26K0.00%
Sofos Investments, Inc.17$1.03K0.00%
Avion Wealth9$1.00K0.00%
Trust Co of Vermont16$9530.00%
Mather Group, LLC.13$7730.00%
Brown Brothers Harriman & Co10$5960.00%
JFS Wealth Advisors, LLC2$1200.00%

Sold out (103)

Institutions that held DocuSign, Inc. at the end of Q4 2023 and filed for Q1 2024 without it.

Showing the largest 100 of 103 by value.

Institutions that sold out of DOCU in Q1 2024
InstitutionShares, Q4 2023Value, Q4 2023
Voloridge Investment Management, LLC841,882$50.0M
Walleye Trading LLC416,499$24.8M
Invenomic Capital Management LP358,881$21.3M
Westerly Capital Management, LLC290,000$17.2M
Twin Tree Management, LP229,262$13.6M
Taconic Capital Advisors LP175,000$10.4M
Granite Bay Wealth Management, LLC216,617$9.89M
FORA Capital, LLC145,965$8.68M
Newbrook Capital Advisors LP140,423$8.35M
Seven Eight Capital, LP103,812$6.17M
Davidson Kempner Capital Management LP85,000$5.05M
Hudson Bay Capital Management LP79,318$4.72M
Morgens Waterfall Vintiadis & Co Inc72,000$4.28M
Healthcare of Ontario Pension Plan Trust Fund70,000$4.16M
Alta Park Capital, LP69,990$4.16M
Pinpoint Asset Management Ltd54,354$3.23M
ExodusPoint Capital Management, LP46,868$2.79M
USS Investment Management Ltd45,758$2.72M
IMC-Chicago, LLC38,726$2.30M
UBS Oconnor LLC35,000$2.08M
Holocene Advisors, LP27,172$1.62M
Thrivent Financial for Lutherans26,605$1.58M
Cetera Advisor Networks LLC24,838$1.48M
Collaborative Holdings Management LP22,000$1.31M
Fogel Capital Management, Inc.24,950$1.28M
Oak Thistle LLC19,536$1.16M
Entropy Technologies, LP17,760$1.06M
Clarius Group, LLC16,202$963.2K
Point72 Middle East FZE15,777$938.0K
Azzad Asset Management Inc15,300$909.6K
Strategic Advocates LLC14,663$871.7K
XTX Topco Ltd13,878$825.0K
AE Wealth Management LLC13,145$823.3K
Sassicaia Capital Advisers LLC12,500$743.1K
WCG Wealth Advisors LLC12,367$735.0K
Occudo Quantitative Strategies LP10,800$642.1K
Edgestream Partners, L.P.9,733$578.6K
Prudential PLC9,702$576.8K
Caxton Associates LP9,659$574.2K
Carmel Capital Partners, LLC9,455$562.1K
Cetera Advisors LLC9,324$554.3K
Alpha DNA Investment Management LLC9,253$550.1K
Cipher Capital LP9,032$537.0K
Boothbay Fund Management, LLC8,952$532.2K
Mach-1 Financial Group, Inc.8,133$483.5K
Manchester Financial Inc7,415$440.8K
Fred Alger Management, LLC6,677$396.9K
Schwarz Dygos Wheeler Investment Advisors LLC6,657$395.8K
Jefferies Financial Group Inc.6,572$390.7K
JFG Wealth Management, LLC6,000$356.7K
Advisory Resource Group5,668$337.0K
Fisher Asset Management, LLC5,353$318.2K
Easterly Investment Partners LLC5,001$297.3K
Symmetry Peak Management LLC5,000$297.3K
Stratos Wealth Partners, LTD.4,754$282.6K
Systematic Portfolios LLC4,721$280.7K
Algert Global LLC4,425$263.1K
Advisor Resource Council4,332$257.5K
Good Life Advisors, LLC4,174$248.1K
Counterpoint Mutual Funds LLC4,006$238.2K
Lido Advisors, LLC3,959$235.4K
Donoghue Forlines LLC3,938$234.1K
Chiron Capital Management, LLC3,900$231.9K
Inceptionr LLC3,874$230.3K
Two Sigma Securities, LLC3,718$221.0K
1776 Wealth LLC3,679$218.7K
Wealthcare Advisory Partners LLC3,604$214.3K
Insigneo Advisory Services, LLC3,579$212.8K
Mitchell McLeod Pugh & Williams Inc3,491$207.5K
Dorsey & Whitney Trust CO LLC3,429$203.9K
Garden State Investment Advisory Services LLC2,772$164.8K
Garner Asset Management Corp3,025$159.7K
Kapitalo Investimentos Ltda2,454$145.9K
Capital Investment Advisory Services, LLC1,836$109.2K
Clear Street Markets LLC1,500$89.0K
Tennessee Valley Asset Management Partners1,394$82.9K
Quarry LP1,209$71.9K
Long Island Wealth Management, Inc.919$55.0K
McGlone Suttner Wealth Management, Inc.538$32.0K
Plante Moran Financial Advisors, LLC500$29.7K
Raleigh Capital Management Inc.337$20.0K
ORG Partners LLC277$16.5K
Washington Trust Co160$9.51K
Naples Money Management LLC150$8.92K
Gables Capital Management Inc.145$8.62K
Psagot Value Holdings Ltd. / (Israel)126$8.00K
Tradition Wealth Management, LLC118$7.00K
Richard W. Paul & Associates, LLC115$6.84K
LM Advisors LLC90$5.35K
Glassman Wealth Services86$5.11K
Syntax Research, Inc.84$4.99K
Ronald Blue Trust, Inc.72$3.00K
Laurel Wealth Advisors LLC50$2.97K
Turtle Creek Wealth Advisors, LLC42$2.50K
Scarborough Advisors, LLC40$2.38K
Lee Financial Co30$1.78K
Cullen/Frost Bankers, Inc.25$1.49K
Hazlett, Burt & Watson, Inc.22$1.00K
Rockbridge Investment Management, LCC12$714
Focused Wealth Management, Inc10$595

Not filed for Q1 2024 yet (9)

Institutions that held DocuSign, Inc. at the end of Q4 2023 and haven't filed a 13F for Q1 2024. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding DOCU in Q4 2023 that haven't filed for Q1 2024
InstitutionShares, Q4 2023Value, Q4 2023
Aware Super Pty Ltd as trustee of Aware Super260,088$17.8M
Putnam Investments LLC172,241$10.2M
NinePointTwo Capital6,323$375.0K
Coppell Advisory Solutions LLC1,116$66.3K
Desjardins Global Asset Management Inc.966$57.4K
Strategic Investment Solutions, Inc.216$12.8K
Ashburton (Jersey) Ltd133$6.00K
Bartlett & Co. LLC52$3.00K
Nalls Sherbakoff Group, LLC6$357