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 |
|---|---|---|---|---|---|
| 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 |
| NCP Inc. | 200 | $11.9K | 0.01% | +200 | New |
| Continuum Advisory, LLC | 217 | $12.4K | 0.00% | +217 | New |
| CVA Family Office, LLC | 212 | $12.6K | 0.00% | 00.0% | Unchanged |
| Cedar Wealth Management, LLC | 214 | $12.7K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 215 | $12.8K | 0.00% | −677−75.9% | Reduced |
| Adirondack Trust Co | 235 | $14.0K | 0.01% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 239 | $14.2K | 0.00% | −157−39.6% | Reduced |
| PSI Advisors, LLC | 239 | $14.2K | 0.01% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 252 | $15.0K | 0.00% | −56−18.2% | Reduced |
| CarsonAllaria Wealth Management, Ltd. | 255 | $15.2K | 0.01% | +106+71.1% | Added |
| Activest Wealth Management | 269 | $16.0K | 0.01% | 00.0% | Unchanged |
| Highlander Capital Management, LLC | 275 | $16.4K | 0.01% | +275 | New |
| Livforsakringsbolaget Skandia, Omsesidigt | 300 | $17.9K | 0.00% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 300 | $17.9K | 0.01% | 00.0% | Unchanged |
| Global X Japan Co., Ltd. | 310 | $18.5K | 0.00% | −38−10.9% | Reduced |
| Quent Capital, LLC | 333 | $19.8K | 0.00% | −48−12.6% | Reduced |
| Institutional & Family Asset Management, LLC | 341 | $20.3K | 0.00% | −20−5.5% | Reduced |
| WR Wealth Planners, LLC | 354 | $21.1K | 0.01% | +354 | New |
| Tyler-Stone Wealth Management | 355 | $21.1K | 0.01% | 00.0% | Unchanged |
| Performa Ltd (US), LLC | 360 | $21.4K | 0.01% | −40−10.0% | Reduced |
| Ancora Advisors, LLC | 385 | $22.9K | 0.00% | 00.0% | Unchanged |
| Ci Investments Inc. | 397 | $24.0K | 0.00% | +89+28.9% | Added |
| Gradient Investments LLC | 405 | $24.1K | 0.00% | −843−67.5% | Reduced |
| North Star Investment Management Corp. | 406 | $24.2K | 0.00% | 00.0% | Unchanged |
| Grove Bank & Trust | 420 | $25.0K | 0.00% | −1−0.2% | Reduced |
| Lindbrook Capital, LLC | 426 | $25.4K | 0.00% | +97+29.5% | Added |
| Cornerstone Planning Group LLC | 435 | $26.0K | 0.01% | −43−9.0% | Reduced |
| ICA Group Wealth Management, LLC | 490 | $29.2K | 0.01% | −165−25.2% | Reduced |
| Rise Advisors, LLC | 496 | $29.5K | 0.02% | −5−1.0% | Reduced |
| Capital Analysts, LLC | 529 | $32.0K | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 543 | $32.3K | 0.00% | +252+86.6% | Added |
| Capital Advisors, Ltd. LLC | 558 | $33.0K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 590 | $35.1K | 0.01% | 00.0% | Unchanged |
| Register Financial Advisors LLC | 620 | $36.9K | 0.02% | +620 | New |
| Virtus Fund Advisers, LLC | 643 | $38.3K | 0.14% | +91+16.5% | Added |
| Wolff Wiese Magana LLC | 679 | $40.4K | 0.03% | 00.0% | Unchanged |
| IFP Advisors, Inc | 685 | $40.8K | 0.00% | −235−25.5% | Reduced |
| Global Retirement Partners, LLC | 698 | $41.6K | 0.00% | +33+5.0% | Added |
| Beacon Capital Management, LLC | 711 | $42.3K | 0.01% | 00.0% | Unchanged |
| Whittier Trust Co | 715 | $42.6K | 0.00% | −220−23.5% | Reduced |
| Groupama Asset Managment | 743 | $44.2K | 0.00% | 00.0% | Unchanged |
| CNB Bank | 780 | $46.4K | 0.02% | −237−23.3% | Reduced |
| Newbridge Financial Services Group, Inc. | 800 | $47.6K | 0.02% | −110−12.1% | Reduced |
| Hantz Financial Services, Inc. | 839 | $50.0K | 0.00% | +27+3.3% | Added |
| Migdal Insurance & Financial Holdings Ltd. | 859 | $51.0K | 0.00% | +23+2.8% | Added |
| Harbour Investments, Inc. | 901 | $53.7K | 0.00% | −91−9.2% | Reduced |
| Quest Partners LLC | 950 | $56.6K | 0.01% | +950 | New |
| Financial Perspectives, Inc | 981 | $58.4K | 0.02% | 00.0% | Unchanged |
| City State Bank | 999 | $59.0K | 0.03% | −525−34.4% | Reduced |
| Harbor Investment Advisory, LLC | 1,010 | $60.1K | 0.01% | 00.0% | Unchanged |
| Huntington National Bank | 1,027 | $61.2K | 0.00% | +97+10.4% | Added |
| CoreCap Advisors, LLC | 1,034 | $61.6K | 0.00% | +1,034 | New |
| Global Trust Asset Management, LLC | 1,088 | $64.8K | 0.03% | −1,900−63.6% | Reduced |
| First Pacific Financial | 1,092 | $65.0K | 0.02% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 1,165 | $69.6K | 0.00% | +864+287.0% | Added |
| Horizon Investments, LLC | 1,194 | $71.1K | 0.00% | +220+22.6% | Added |
| Tower Research Capital LLC (TRC) | 1,200 | $71.5K | 0.00% | −7,790−86.7% | Reduced |
| EverSource Wealth Advisors, LLC | 1,282 | $72.6K | 0.01% | −1,527−54.4% | Reduced |
| Harvest Fund Management Co., Ltd | 1,249 | $74.0K | 0.01% | +1,249 | New |
| Spire Wealth Management | 1,335 | $79.5K | 0.00% | −125−8.6% | Reduced |
| Whittier Trust Co of Nevada Inc | 1,370 | $81.6K | 0.00% | −100−6.8% | Reduced |
| C M Bidwell & Associates Ltd | 1,380 | $82.2K | 0.06% | +698+102.3% | Added |
| Rakuten Securities, Inc. | 1,473 | $87.7K | 0.04% | −1,071−42.1% | Reduced |
| Osterweis Capital Management Inc | 1,500 | $89.3K | 0.01% | 00.0% | Unchanged |
| West Tower Group, LLC | 1,500 | $89.3K | 0.27% | +1,220+435.7% | Added |
| State of Wyoming | 1,610 | $95.9K | 0.02% | −2,521−61.0% | Reduced |
| TD Waterhouse Canada Inc. | 1,281 | $96.7K | 0.00% | +1,026+402.4% | Added |
| Jones Financial Companies LLLP | 1,625 | $96.8K | 0.00% | +638+64.6% | Added |
| Allworth Financial LP | 1,640 | $97.6K | 0.00% | −193−10.5% | Reduced |
| CIBC Private Wealth Group, LLC | 1,717 | $100.0K | 0.00% | +1,717 | New |
| Shell Asset Management Co | 1,922 | $103.0K | 0.00% | −200−9.4% | Reduced |
| Signaturefd, LLC | 1,749 | $104.2K | 0.00% | +331+23.3% | Added |
| Rakuten Investment Management, Inc. | 1,765 | $105.1K | 0.00% | +1,619+1,108.9% | Added |
| Principal Securities, Inc. | 1,895 | $112.8K | 0.00% | −479−20.2% | Reduced |
| Caz Investments LP | 2,000 | $119.0K | 0.24% | 00.0% | Unchanged |
| Cutler Group LP | 2,000 | $119.0K | 0.06% | +1,800+900.0% | Added |
| Impact Partnership Wealth, LLC | 2,111 | $125.7K | 0.05% | +2,110+211,000.0% | Added |
| Central Trust Co | 2,125 | $126.5K | 0.00% | −14−0.7% | Reduced |
| V-Square Quantitative Management LLC | 2,265 | $134.9K | 0.02% | 00.0% | Unchanged |
| Covestor Ltd | 2,334 | $139.0K | 0.09% | +810+53.1% | Added |
| Mine & Arao Wealth Creation & Management, LLC. | 2,532 | $150.8K | 0.07% | −675−21.0% | Reduced |
| Allianz SE | 2,562 | $152.6K | 0.00% | +2,562 | New |
| Royal Fund Management, LLC | 2,800 | $166.7K | 0.02% | −26,400−90.4% | Reduced |
| UniSuper Management Pty Ltd | 2,900 | $172.7K | 0.00% | +1,500+107.1% | Added |
| Truvestments Capital LLC | 2,918 | $173.8K | 0.07% | −3,104−51.5% | Reduced |
| Knights of Columbus Asset Advisors LLC | 3,021 | $179.9K | 0.01% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 3,183 | $185.3K | 0.01% | −38−1.2% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 3,242 | $193.0K | 0.00% | −589−15.4% | Reduced |
| Twin Lakes Capital Management, LLC | 3,274 | $195.0K | 0.13% | 00.0% | Unchanged |
| American International Group, Inc. | 3,374 | $200.9K | 0.00% | −48−1.4% | Reduced |
| Wetherby Asset Management Inc | 3,386 | $201.6K | 0.01% | +14+0.4% | Added |
| Metis Global Partners, LLC | 3,392 | $202.0K | 0.01% | −115−3.3% | Reduced |
| Sunbelt Securities, Inc. | 3,412 | $203.2K | 0.02% | +572+20.1% | Added |
| Geneos Wealth Management Inc. | 3,444 | $205.1K | 0.01% | 00.0% | Unchanged |
| IHT Wealth Management, LLC | 3,473 | $206.8K | 0.01% | −339−8.9% | Reduced |
| Financial Partners Group, Inc | 3,488 | $207.7K | 0.03% | 00.0% | Unchanged |