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, Q1 2024
Institutional positions in DocuSign, Inc. as of Mar 31, 2024. 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
- 686
- −13 vs. Q4 2023
- Shares held
- 161.3M
- +3.78M (+2.4%) vs. Q4 2023
- Total value
- $9.60B
- +$244.4M (+2.6%) vs. Q4 2023
- New holders
- 90
- 242 more added
- Sold out
- 103
- 237 more reduced
9 institutions that held it in Q4 2023 haven't filed for Q1 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2024
Shares, value and share of portfolio for each institution holding DocuSign, Inc.; share changes are against Q4 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Dogwood Wealth Management LLC | 0 | $1 | 0.00% | 0 | Unchanged |
| Core Alternative Capital | 1 | $60 | 0.00% | −48−98.0% | Reduced |
| Gordian Capital Singapore Pte Ltd | 1 | $60 | 0.00% | 00.0% | Unchanged |
| St Germain D J Co Inc | 2 | $119 | 0.00% | 00.0% | Unchanged |
| DHJJ Financial Advisors, Ltd. | 2 | $120 | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 2 | $120 | 0.00% | +2 | New |
| True Wealth Design, LLC | 3 | $179 | 0.00% | +1+50.0% | Added |
| American Capital Advisory, LLC | 4 | $234 | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 4 | $239 | 0.00% | 00.0% | Unchanged |
| Bear Mountain Capital, Inc. | 5 | $290 | 0.00% | 00.0% | Unchanged |
| Sandy Spring Bank | 5 | $298 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 5 | $298 | 0.00% | 00.0% | Unchanged |
| Retirement Group, LLC | 5 | $298 | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 7 | $417 | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 8 | $476 | 0.00% | +5+166.7% | Added |
| Glass Jacobson Investment Advisors llc | 8 | $477 | 0.00% | +1+14.3% | Added |
| Castleview Partners, LLC | 10 | $596 | 0.00% | −759−98.7% | Reduced |
| St. Johns Investment Management Company, LLC | 10 | $596 | 0.00% | 00.0% | Unchanged |
| REAP Financial Group, LLC | 10 | $596 | 0.00% | 00.0% | Unchanged |
| MB, Levis & Associates, LLC | 10 | $596 | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 10 | $596 | 0.00% | +3+42.9% | Added |
| Brown Brothers Harriman & Co | 10 | $596 | 0.00% | +10 | New |
| Pittenger & Anderson Inc | 11 | $656 | 0.00% | 00.0% | Unchanged |
| Vermillion & White Wealth Management Group, LLC | 12 | $714 | 0.00% | 00.0% | Unchanged |
| Mather Group, LLC. | 13 | $773 | 0.00% | +13 | New |
| Valued Wealth Advisors LLC | 13 | $775 | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 14 | $829 | 0.00% | −17−54.8% | Reduced |
| Trust Co of Vermont | 16 | $953 | 0.00% | +16 | New |
| VitalStone Financial, LLC | 20 | $1.00K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 9 | $1.00K | 0.00% | +9 | New |
| Sofos Investments, Inc. | 17 | $1.03K | 0.00% | +17 | New |
| JJJ Advisors Inc. | 18 | $1.07K | 0.00% | 00.0% | Unchanged |
| Solstein Capital, LLC | 18 | $1.07K | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 19 | $1.13K | 0.00% | 00.0% | Unchanged |
| Caitlin John, LLC | 19 | $1.13K | 0.00% | +15+375.0% | Added |
| Global Wealth Strategies & Associates | 20 | $1.19K | 0.00% | −75−78.9% | Reduced |
| Raffa Wealth Management, LLC | 20 | $1.19K | 0.00% | 00.0% | Unchanged |
| PayPay Securities Corp | 21 | $1.25K | 0.06% | −2−8.7% | Reduced |
| MV Capital Management, Inc. | 21 | $1.25K | 0.00% | +19+950.0% | Added |
| AdvisorNet Financial, Inc | 23 | $1.37K | 0.00% | −85−78.7% | Reduced |
| Tucker Asset Management LLC | 24 | $1.43K | 0.00% | 00.0% | Unchanged |
| Birchbrook, Inc. | 25 | $1.49K | 0.00% | 00.0% | Unchanged |
| EntryPoint Capital, LLC | 30 | $1.79K | 0.00% | −728−96.0% | Reduced |
| AlphaMark Advisors, LLC | 36 | $2.00K | 0.00% | 00.0% | Unchanged |
| VisionPoint Advisory Group, LLC | 38 | $2.26K | 0.00% | +38 | New |
| Gleason Group, Inc. | 44 | $2.62K | 0.00% | −1,811−97.6% | Reduced |
| GHP Investment Advisors, Inc. | 44 | $2.62K | 0.00% | 00.0% | Unchanged |
| Wetzel Investment Advisors, Inc. | 50 | $2.85K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 48 | $2.86K | 0.00% | +38+380.0% | Added |
| Old Point Trust & Financial Services N A | 50 | $2.98K | 0.00% | +50 | New |
| BFSG, LLC | 50 | $2.98K | 0.00% | +50 | New |
| NBC Securities, Inc. | 66 | $3.00K | 0.00% | −230−77.7% | Reduced |
| Asset Dedication, LLC | 53 | $3.00K | 0.00% | 00.0% | Unchanged |
| Creekmur Asset Management LLC | 51 | $3.04K | 0.00% | +47+1,175.0% | Added |
| Bartlett & Co. Wealth Management LLC | 52 | $3.10K | 0.00% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 52 | $3.10K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 52 | $3.10K | 0.00% | +10+23.8% | Added |
| Umb Bank N A | 53 | $3.16K | 0.00% | −3−5.4% | Reduced |
| Financial Synergies Wealth Advisors, Inc. | 53 | $3.16K | 0.00% | 00.0% | Unchanged |
| Abich Financial Wealth Management LLC | 56 | $3.33K | 0.00% | +34+154.5% | Added |
| Fifth Third Bancorp | 59 | $3.51K | 0.00% | +59 | New |
| Orion Capital Management LLC | 66 | $3.93K | 0.00% | 00.0% | Unchanged |
| ZRC Wealth Management, LLC | 72 | $4.29K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 75 | $4.47K | 0.00% | −300−80.0% | Reduced |
| SRS Capital Advisors, Inc. | 79 | $4.71K | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 80 | $4.76K | 0.00% | +80 | New |
| Nemes Rush Group LLC | 81 | $4.82K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 81 | $4.82K | 0.00% | +61+305.0% | Added |
| TSFG, LLC | 92 | $5.00K | 0.00% | −68−42.5% | Reduced |
| Hollencrest Capital Management | 90 | $5.36K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 91 | $5.42K | 0.00% | −11−10.8% | Reduced |
| Rothschild Investment LLC | 100 | $5.96K | 0.00% | 00.0% | Unchanged |
| Nordwand Advisors, LLC | 100 | $5.96K | 0.00% | 00.0% | Unchanged |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 100 | $5.96K | 0.00% | 00.0% | Unchanged |
| Addison Advisors LLC | 100 | $5.96K | 0.00% | +100 | New |
| Private Wealth Management Group, LLC | 102 | $6.08K | 0.00% | 00.0% | Unchanged |
| PFS Partners, LLC | 105 | $6.25K | 0.00% | 00.0% | Unchanged |
| Mendota Financial Group, LLC | 106 | $6.31K | 0.00% | 00.0% | Unchanged |
| Tidemark, LLC | 111 | $6.61K | 0.00% | 00.0% | Unchanged |
| SYSTM Wealth Solutions LLC | 113 | $6.73K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 118 | $7.00K | 0.00% | +20+20.4% | Added |
| Salem Investment Counselors Inc | 118 | $7.03K | 0.00% | −75−38.9% | Reduced |
| Larson Financial Group LLC | 119 | $7.09K | 0.00% | −126−51.4% | Reduced |
| Macroview Investment Management LLC | 127 | $7.56K | 0.01% | −124−49.4% | Reduced |
| GAMMA Investing LLC | 127 | $7.56K | 0.00% | +21+19.8% | Added |
| Financial Management Professionals, Inc. | 129 | $8.00K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 135 | $8.04K | 0.00% | 00.0% | Unchanged |
| Delta Asset Management LLC | 140 | $8.34K | 0.00% | 00.0% | Unchanged |
| IAG Wealth Partners, LLC | 140 | $8.34K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 141 | $8.40K | 0.00% | 00.0% | Unchanged |
| Pacifica Partners Inc. | 145 | $8.49K | 0.00% | 00.0% | Unchanged |
| Householder Group Estate & Retirement Specialist, LLC | 144 | $8.57K | 0.00% | 00.0% | Unchanged |
| Partnership Wealth Management, LLC | 150 | $8.93K | 0.01% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 150 | $8.93K | 0.00% | 00.0% | Unchanged |
| Planning Capital Management Corp | 150 | $8.93K | 0.01% | 00.0% | Unchanged |
| NewSquare Capital LLC | 153 | $9.11K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Advisors | 161 | $9.59K | 0.00% | +111+222.0% | Added |
| Fernwood Investment Management, LLC | 170 | $10.1K | 0.00% | +170 | New |
| Main Street Group, LTD | 185 | $10.8K | 0.00% | 00.0% | Unchanged |
| GoalVest Advisory LLC | 181 | $10.8K | 0.00% | 00.0% | Unchanged |