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 |
|---|---|---|---|---|---|
| Truist Financial Corp | 7,739 | $460.9K | 0.00% | −1,236−13.8% | Reduced |
| J.W. Cole Advisors, Inc. | 7,791 | $463.9K | 0.02% | +7,791 | New |
| Centaurus Financial, Inc. | 7,965 | $474.0K | 0.03% | −729−8.4% | Reduced |
| Telos Capital Management, Inc. | 7,997 | $476.2K | 0.05% | −1,671−17.3% | Reduced |
| MML Investors Services, LLC | 8,006 | $477.0K | 0.00% | −1,486−15.7% | Reduced |
| Rodgers Brothers Inc. | 8,040 | $478.8K | 0.07% | +125+1.6% | Added |
| Martingale Asset Management L P | 8,042 | $478.9K | 0.01% | +8,042 | New |
| Bank Julius Baer & Co. Ltd, Zurich | 8,060 | $480.0K | 0.00% | −630−7.2% | Reduced |
| Mission Creek Capital Partners, Inc. | 8,086 | $481.5K | 0.13% | +8,086 | New |
| Unique Wealth Strategies, LLC | 8,299 | $494.2K | 0.24% | +8,299 | New |
| BNP Paribas | 8,300 | $494.6K | 0.02% | +8,300 | New |
| CIBC World Markets Corp | 8,349 | $497.2K | 0.00% | +2,688+47.5% | Added |
| Garde Capital, Inc. | 8,386 | $499.0K | 0.03% | +15+0.2% | Added |
| Rehmann Capital Advisory Group | 8,387 | $499.4K | 0.04% | +2,130+34.0% | Added |
| Kovack Advisors, Inc. | 8,442 | $502.7K | 0.06% | −309−3.5% | Reduced |
| State of Alaska, Department of Revenue | 8,515 | $507.0K | 0.01% | −2,875−25.2% | Reduced |
| Gilbert & Cook, Inc. | 8,575 | $510.6K | 0.07% | +78+0.9% | Added |
| Qsemble Capital Management, LP | 8,611 | $512.8K | 0.11% | +8,611 | New |
| Wealth Management Associates, Inc. | 9,875 | $528.3K | 0.25% | +1,870+23.4% | Added |
| Left Brain Wealth Management, LLC | 9,049 | $538.9K | 0.26% | −885−8.9% | Reduced |
| Bollard Group LLC | 9,053 | $539.0K | 0.02% | 00.0% | Unchanged |
| Commerce Bank | 9,170 | $546.1K | 0.00% | −25−0.3% | Reduced |
| RMR Wealth Builders | 9,175 | $546.4K | 0.07% | −71−0.8% | Reduced |
| E. Ohman J:or Asset Management AB | 9,200 | $547.9K | 0.01% | 00.0% | Unchanged |
| Independent Advisor Alliance | 9,250 | $550.9K | 0.02% | −3,208−25.8% | Reduced |
| Leonteq Securities AG | 9,430 | $561.6K | 0.08% | −19,157−67.0% | Reduced |
| Pallas Capital Advisors LLC | 9,462 | $563.5K | 0.02% | +9,462 | New |
| iA Global Asset Management Inc. | 9,494 | $565.0K | 0.01% | +5,018+112.1% | Added |
| Ridgewood Investments LLC | 9,538 | $568.0K | 0.30% | −2,257−19.1% | Reduced |
| Flagship Harbor Advisors, LLC | 9,585 | $570.8K | 0.04% | −204−2.1% | Reduced |
| Quantbot Technologies LP | 9,595 | $571.4K | 0.03% | +9,595 | New |
| Federation des caisses Desjardins du Quebec | 9,678 | $575.7K | 0.00% | +602+6.6% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 9,688 | $577.0K | 0.01% | −175,794−94.8% | Reduced |
| Intellectus Partners, LLC | 9,726 | $579.2K | 0.15% | −1,600−14.1% | Reduced |
| JustInvest LLC | 9,794 | $583.2K | 0.01% | −895−8.4% | Reduced |
| National Asset Management, Inc. | 13,892 | $583.5K | 0.02% | −107−0.8% | Reduced |
| Steward Partners Investment Advisory, LLC | 9,834 | $585.6K | 0.01% | +2,027+26.0% | Added |
| Independent Financial Group, LLC | 9,971 | $593.8K | 0.03% | −1,297−11.5% | Reduced |
| Quattro Financial Advisors LLC | 10,000 | $595.5K | 0.17% | +9,941+16,849.2% | Added |
| Texas Capital Bank Wealth Management Services Inc | 10,000 | $595.5K | 0.07% | +10,000 | New |
| Venturi Wealth Management, LLC | 10,014 | $596.3K | 0.04% | +81+0.8% | Added |
| D.A. Davidson & Co. | 10,085 | $600.6K | 0.01% | +20+0.2% | Added |
| Simplicity Wealth,LLC | 10,137 | $603.7K | 0.01% | +10,137 | New |
| Meiji Yasuda Asset Management Co Ltd. | 10,372 | $617.7K | 0.03% | +650+6.7% | Added |
| Delap Wealth Advisory, LLC | 10,399 | $619.3K | 0.25% | +10,399 | New |
| MUFG Securities EMEA plc | 10,456 | $622.7K | 0.06% | 00.0% | Unchanged |
| Hillsdale Investment Management Inc. | 10,540 | $627.7K | 0.05% | −100−0.9% | Reduced |
| Aspiriant, LLC | 10,550 | $628.3K | 0.03% | +30.0% | Added |
| NewEdge Wealth, LLC | 10,752 | $631.8K | 0.01% | −469−4.2% | Reduced |
| Kerrisdale Advisers, LLC | 10,655 | $634.5K | 0.20% | +10,655 | New |
| GWM Advisors LLC | 10,659 | $634.7K | 0.01% | +5,295+98.7% | Added |
| Prairie Wealth Advisors, Inc. | 10,823 | $644.5K | 0.30% | +10,823 | New |
| Hilltop Holdings Inc. | 10,873 | $647.5K | 0.07% | −3,745−25.6% | Reduced |
| Davenport & Co LLC | 10,996 | $654.8K | 0.00% | −319−2.8% | Reduced |
| Guggenheim Capital LLC | 11,005 | $655.3K | 0.00% | +620+6.0% | Added |
| Financial Advocates Investment Management | 11,110 | $661.6K | 0.04% | −735−6.2% | Reduced |
| M&T Bank Corp | 11,151 | $663.6K | 0.00% | +37+0.3% | Added |
| Diversified Trust Co | 11,154 | $664.2K | 0.02% | +4,963+80.2% | Added |
| SeaCrest Wealth Management, LLC | 11,327 | $674.5K | 0.08% | +240+2.2% | Added |
| Linden Thomas Advisory Services, LLC | 11,394 | $678.5K | 0.11% | +217+1.9% | Added |
| Landscape Capital Management, L.L.C. | 11,406 | $679.2K | 0.06% | −965−7.8% | Reduced |
| Marex Group plc | 11,467 | $682.9K | 0.02% | +2,068+22.0% | Added |
| Inspire Advisors, LLC | 11,830 | $704.5K | 0.10% | +4,287+56.8% | Added |
| Sumitomo Mitsui Financial Group, Inc. | 11,884 | $707.7K | 0.02% | 00.0% | Unchanged |
| Atria Wealth Solutions, Inc. | 12,096 | $720.3K | 0.01% | +2,581+27.1% | Added |
| Summit Trail Advisors, LLC | 12,291 | $731.9K | 0.02% | +932+8.2% | Added |
| MetLife Investment Management | 12,303 | $732.6K | 0.00% | +38+0.3% | Added |
| Meeder Asset Management Inc | 12,337 | $734.7K | 0.05% | −14,884−54.7% | Reduced |
| Creative Planning | 12,530 | $746.2K | 0.00% | +47+0.4% | Added |
| Patten & Patten Inc | 12,535 | $746.5K | 0.05% | −3,071−19.7% | Reduced |
| Bokf, NA | 12,827 | $746.9K | 0.01% | −99−0.8% | Reduced |
| Merit Financial Group, LLC | 12,584 | $752.5K | 0.02% | +1,180+10.3% | Added |
| Tairen Capital Ltd | 12,900 | $768.2K | 0.05% | +12,900 | New |
| Green Alpha Advisors, LLC | 13,483 | $802.9K | 0.58% | −52−0.4% | Reduced |
| Brighton Jones LLC | 13,503 | $804.1K | 0.03% | +2,279+20.3% | Added |
| Boston Partners | 13,708 | $816.3K | 0.00% | −4,313−23.9% | Reduced |
| MAI Capital Management | 13,781 | $820.7K | 0.01% | −21−0.2% | Reduced |
| Parkwood LLC | 13,793 | $821.0K | 0.09% | +7,803+130.3% | Added |
| Amalgamated Bank | 13,818 | $823.0K | 0.01% | −9,414−40.5% | Reduced |
| Kestra Advisory Services, LLC | 14,279 | $850.3K | 0.01% | +3,152+28.3% | Added |
| PFG Investments, LLC | 14,619 | $870.6K | 0.05% | +14,619 | New |
| National Bank of Canada | 15,198 | $881.4K | 0.00% | −160,365−91.3% | Reduced |
| Maryland State Retirement & Pension System | 15,624 | $896.3K | 0.02% | 00.0% | Unchanged |
| Toroso Investments, LLC | 15,057 | $896.6K | 0.02% | −1,502−9.1% | Reduced |
| Eagle Harbor Asset Management Inc | 15,239 | $907.5K | 0.96% | +2,033+15.4% | Added |
| U.S. Capital Wealth Advisors, LLC | 15,453 | $920.2K | 0.04% | +1,900+14.0% | Added |
| Baader Bank INC | 15,500 | $923.0K | 0.08% | −453−2.8% | Reduced |
| Daiwa Securities Group Inc. | 15,672 | $933.0K | 0.01% | +800+5.4% | Added |
| Sirios Capital Management L P | 15,867 | $944.9K | 0.18% | +15,867 | New |
| Campbell & CO Investment Adviser LLC | 16,066 | $956.7K | 0.08% | −3,839−19.3% | Reduced |
| Avantax Advisory Services, Inc. | 16,173 | $963.1K | 0.01% | +1,077+7.1% | Added |
| Mercer Global Advisors Inc | 16,227 | $966.0K | 0.00% | +840+5.5% | Added |
| Summit Global Investments | 16,372 | $975.0K | 0.07% | +11,944+269.7% | Added |
| Ieq Capital, LLC | 16,467 | $980.6K | 0.01% | −699−4.1% | Reduced |
| TD Asset Management Inc | 16,574 | $987.0K | 0.00% | −889−5.1% | Reduced |
| Resonant Capital Advisors, LLC | 16,818 | $1.00M | 0.09% | −482−2.8% | Reduced |
| Gulf International Bank (UK) Ltd | 16,939 | $1.01M | 0.03% | 00.0% | Unchanged |
| Freestone Capital Holdings, LLC | 17,012 | $1.01M | 0.04% | −4,241−20.0% | Reduced |
| Janus Henderson Group PLC | 17,256 | $1.03M | 0.00% | +30.0% | Added |
| Acorn Financial Advisory Services Inc | 17,509 | $1.04M | 0.20% | −729−4.0% | Reduced |