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 |
|---|---|---|---|---|---|
| Burton Enright Welch | 3,499 | $208.4K | 0.05% | 00.0% | Unchanged |
| Stephens Inc | 3,515 | $209.3K | 0.00% | −54−1.5% | Reduced |
| LaFleur & Godfrey LLC | 3,529 | $210.2K | 0.03% | −300−7.8% | Reduced |
| Ossiam | 3,529 | $210.2K | 0.00% | +3,529 | New |
| Eqis Capital Management, Inc. | 3,538 | $210.7K | 0.02% | +3,538 | New |
| Wedbush Securities Inc | 3,577 | $213.0K | 0.01% | −964−21.2% | Reduced |
| Apollon Wealth Management, LLC | 3,585 | $213.5K | 0.01% | −188−5.0% | Reduced |
| Essex Financial Services, Inc. | 3,604 | $214.6K | 0.02% | +3,604 | New |
| Cary Street Partner Investment Advisory LLC | 3,690 | $219.7K | 0.01% | +30+0.8% | Added |
| Lincoln National Corp | 3,704 | $220.6K | 0.00% | −335−8.3% | Reduced |
| United Capital Financial Advisers, LLC | 3,785 | $225.4K | 0.00% | +3,785 | New |
| Synergy Financial Group, LTD | 3,789 | $225.6K | 0.25% | +369+10.8% | Added |
| Aquatic Capital Management LLC | 3,800 | $226.3K | 0.01% | −51,200−93.1% | Reduced |
| Aspen Investment Management Inc | 3,809 | $227.0K | 0.12% | +9+0.2% | Added |
| Aviso Wealth Management | 3,830 | $228.1K | 0.14% | −148−3.7% | Reduced |
| RFG Advisory, LLC | 3,845 | $229.0K | 0.01% | +3,845 | New |
| Loomis Sayles & Co L P | 3,876 | $231.0K | 0.00% | +1,195+44.6% | Added |
| Simplex Trading, LLC | 3,900 | $232.0K | 0.01% | +3,900 | New |
| Sovereign Financial Group, Inc. | 3,929 | $234.0K | 0.06% | +3,929 | New |
| Motley Fool Asset Management LLC | 3,960 | $235.8K | 0.02% | +224+6.0% | Added |
| DMG Group, LLC | 3,982 | $237.1K | 0.20% | −338−7.8% | Reduced |
| Skylands Capital, LLC | 4,000 | $238.2K | 0.03% | +4,000 | New |
| Optimist Retirement Group LLC | 4,028 | $239.9K | 0.12% | +4,028 | New |
| Prelude Capital Management, LLC | 4,078 | $242.8K | 0.02% | −552−11.9% | Reduced |
| DRW Securities, LLC | 4,100 | $244.2K | 0.01% | +4,100 | New |
| Triumph Capital Management | 4,203 | $244.7K | 0.10% | +4,203 | New |
| United Advisor Group, LLC | 4,133 | $246.1K | 0.09% | +4,133 | New |
| Alps Advisors Inc | 4,176 | $248.7K | 0.00% | −1,372−24.7% | Reduced |
| Beacon Investment Advisory Services, Inc. | 4,194 | $249.8K | 0.01% | −500−10.7% | Reduced |
| Brandywine Managers, LLC | 4,211 | $250.8K | 0.25% | 00.0% | Unchanged |
| Oppenheimer Asset Management Inc. | 4,220 | $251.3K | 0.00% | +4,220 | New |
| US Bancorp | 4,270 | $254.3K | 0.00% | +217+5.4% | Added |
| Oxford Asset Management LLP | 4,322 | $257.4K | 0.28% | −6,013−58.2% | Reduced |
| GFG Capital, LLC | 4,325 | $257.6K | 0.07% | 00.0% | Unchanged |
| Griffin Asset Management, Inc. | 4,450 | $265.0K | 0.03% | 00.0% | Unchanged |
| Vident Advisory, LLC | 4,485 | $267.1K | 0.01% | −39−0.9% | Reduced |
| Crossmark Global Holdings, Inc. | 4,509 | $269.0K | 0.01% | +4,509 | New |
| Silvant Capital Management LLC | 4,520 | $269.2K | 0.01% | −46−1.0% | Reduced |
| Bank of Nova Scotia | 4,597 | $273.8K | 0.00% | +4,597 | New |
| Pingora Partners LLC | 4,600 | $273.9K | 0.20% | 00.0% | Unchanged |
| Kingswood Wealth Advisors, LLC | 4,617 | $274.9K | 0.03% | −153−3.2% | Reduced |
| Vestcor Inc | 4,619 | $275.0K | 0.01% | −33−0.7% | Reduced |
| Change Path, LLC | 4,700 | $280.0K | 0.01% | +4,700 | New |
| Formidable Asset Management, LLC | 4,726 | $281.4K | 0.05% | +4,726 | New |
| B. Metzler seel. Sohn & Co. AG | 4,878 | $290.5K | 0.00% | 00.0% | Unchanged |
| Capula Management Ltd | 4,918 | $292.9K | 0.01% | +4,918 | New |
| Legal Advantage Investments, Inc. | 4,965 | $295.7K | 0.17% | −50−1.0% | Reduced |
| Integrated Wealth Concepts LLC | 4,975 | $296.3K | 0.00% | −2,343−32.0% | Reduced |
| Sigma Planning Corp | 4,997 | $297.6K | 0.01% | +535+12.0% | Added |
| Obermeyer Wood Investment Counsel, LLLP | 5,000 | $297.8K | 0.02% | 00.0% | Unchanged |
| Legacy Financial Advisors, Inc. | 5,068 | $301.8K | 0.05% | 00.0% | Unchanged |
| Dynamic Technology Lab Private Ltd | 5,066 | $302.0K | 0.03% | −68,708−93.1% | Reduced |
| Palogic Value Management, L.P. | 5,094 | $303.3K | 0.13% | +313+6.5% | Added |
| Allspring Global Investments Holdings, LLC | 5,118 | $304.8K | 0.00% | −272−5.0% | Reduced |
| Relative Value Partners Group, LLC | 5,021 | $305.9K | 0.02% | +17+0.3% | Added |
| Prospera Financial Services Inc | 5,161 | $307.3K | 0.01% | −298−5.5% | Reduced |
| Woodline Partners LP | 5,183 | $308.6K | 0.00% | −125,221−96.0% | Reduced |
| Weatherly Asset Management L. P. | 5,216 | $310.6K | 0.03% | −1,402−21.2% | Reduced |
| IPG Investment Advisors LLC | 5,225 | $311.1K | 0.07% | +5,225 | New |
| Moran Wealth Management, LLC | 5,238 | $311.9K | 0.01% | +5,238 | New |
| Wealth Enhancement Advisory Services, LLC | 5,288 | $314.9K | 0.00% | −1,268−19.3% | Reduced |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 5,341 | $318.1K | 0.00% | +5,341 | New |
| Americana Partners, LLC | 5,392 | $321.1K | 0.03% | −3,415−38.8% | Reduced |
| Captrust Financial Advisors | 5,414 | $322.4K | 0.00% | −17,623−76.5% | Reduced |
| Bristlecone Advisors, LLC | 5,557 | $330.9K | 0.03% | −284−4.9% | Reduced |
| The PNC Financial Services Group, Inc. | 5,559 | $331.0K | 0.00% | +845+17.9% | Added |
| Capital Group Investment Management Pte. Ltd. | 5,567 | $331.5K | 0.06% | −24,226−81.3% | Reduced |
| Pzena Investment Management LLC | 5,573 | $331.9K | 0.00% | +5,573 | New |
| Western Wealth Management, LLC | 5,745 | $342.1K | 0.03% | −52−0.9% | Reduced |
| FinTrust Capital Advisors, LLC | 5,746 | $342.2K | 0.07% | −404−6.6% | Reduced |
| Prosperity Wealth Management, Inc. | 5,770 | $343.6K | 0.16% | +985+20.6% | Added |
| Beacon Pointe Advisors, LLC | 5,846 | $348.1K | 0.00% | −201−3.3% | Reduced |
| Citizens Financial Group Inc | 5,851 | $348.4K | 0.01% | +5,851 | New |
| Asahi Life Asset Management Co., Ltd. | 5,940 | $353.7K | 0.21% | +770+14.9% | Added |
| Parallel Advisors, LLC | 6,097 | $363.1K | 0.01% | −74−1.2% | Reduced |
| Kestra Private Wealth Services, LLC | 6,234 | $371.2K | 0.01% | −917−12.8% | Reduced |
| Prime Capital Investment Advisors, LLC | 6,261 | $372.8K | 0.01% | −4,859−43.7% | Reduced |
| Hohimer Wealth Management, LLC | 6,452 | $384.2K | 0.09% | +6,452 | New |
| Clear Creek Financial Management, LLC | 6,476 | $385.6K | 0.05% | +6,476 | New |
| Gries Financial LLC | 6,501 | $387.1K | 0.06% | +494+8.2% | Added |
| Exchange Traded Concepts, LLC | 6,534 | $389.1K | 0.01% | −723−10.0% | Reduced |
| CIBC Asset Management Inc | 6,541 | $389.5K | 0.00% | +14+0.2% | Added |
| Comprehensive Financial Management LLC | 6,593 | $392.6K | 0.01% | 00.0% | Unchanged |
| Pinnacle Associates Ltd | 6,639 | $395.4K | 0.01% | −928−12.3% | Reduced |
| Axxcess Wealth Management, LLC | 6,700 | $399.0K | 0.01% | +6,700 | New |
| Jackson Creek Investment Advisors LLC | 6,699 | $399.0K | 0.14% | −189−2.7% | Reduced |
| Machina Capital S.A.S. | 6,928 | $412.6K | 0.22% | +1,009+17.0% | Added |
| Ostrum Asset Management | 6,946 | $413.6K | 0.03% | +4,830+228.3% | Added |
| CenterStar Asset Management, LLC | 6,959 | $414.7K | 0.86% | +6,959 | New |
| Tokio Marine Asset Management Co Ltd | 7,077 | $421.4K | 0.02% | +102+1.5% | Added |
| Essex LLC | 7,130 | $424.6K | 0.10% | −220−3.0% | Reduced |
| Bennett Selby Investments LP | 7,153 | $426.0K | 0.20% | −448−5.9% | Reduced |
| O'Shaughnessy Asset Management, LLC | 7,165 | $426.7K | 0.00% | +593+9.0% | Added |
| Convergence Investment Partners, LLC | 7,187 | $428.0K | 0.16% | +7,187 | New |
| DC Investments Management, LLC | 7,279 | $433.5K | 0.37% | 00.0% | Unchanged |
| Eisler Capital (UK) Ltd. | 7,344 | $437.3K | 0.05% | −15,357−67.6% | Reduced |
| Alberta Investment Management Corp | 7,400 | $440.7K | 0.00% | 00.0% | Unchanged |
| International Assets Investment Management, LLC | 7,729 | $450.1K | 0.05% | −1,050−12.0% | Reduced |
| Meiji Yasuda Life Insurance Co | 7,596 | $452.3K | 0.01% | −1,110−12.7% | Reduced |
| Marshall Wace, LLP | 7,700 | $458.5K | 0.00% | −450,480−98.3% | Reduced |