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 |
|---|---|---|---|---|---|
| U.S. Capital Wealth Advisors, LLC | 15,453 | $920.2K | 0.04% | +1,900+14.0% | Added |
| Eagle Harbor Asset Management Inc | 15,239 | $907.5K | 0.96% | +2,033+15.4% | Added |
| Toroso Investments, LLC | 15,057 | $896.6K | 0.02% | −1,502−9.1% | Reduced |
| Maryland State Retirement & Pension System | 15,624 | $896.3K | 0.02% | 00.0% | Unchanged |
| National Bank of Canada | 15,198 | $881.4K | 0.00% | −160,365−91.3% | Reduced |
| PFG Investments, LLC | 14,619 | $870.6K | 0.05% | +14,619 | New |
| Kestra Advisory Services, LLC | 14,279 | $850.3K | 0.01% | +3,152+28.3% | Added |
| Amalgamated Bank | 13,818 | $823.0K | 0.01% | −9,414−40.5% | Reduced |
| Parkwood LLC | 13,793 | $821.0K | 0.09% | +7,803+130.3% | Added |
| MAI Capital Management | 13,781 | $820.7K | 0.01% | −21−0.2% | Reduced |
| Boston Partners | 13,708 | $816.3K | 0.00% | −4,313−23.9% | Reduced |
| Brighton Jones LLC | 13,503 | $804.1K | 0.03% | +2,279+20.3% | Added |
| Green Alpha Advisors, LLC | 13,483 | $802.9K | 0.58% | −52−0.4% | Reduced |
| Tairen Capital Ltd | 12,900 | $768.2K | 0.05% | +12,900 | New |
| Merit Financial Group, LLC | 12,584 | $752.5K | 0.02% | +1,180+10.3% | Added |
| Bokf, NA | 12,827 | $746.9K | 0.01% | −99−0.8% | Reduced |
| Patten & Patten Inc | 12,535 | $746.5K | 0.05% | −3,071−19.7% | Reduced |
| Creative Planning | 12,530 | $746.2K | 0.00% | +47+0.4% | Added |
| Meeder Asset Management Inc | 12,337 | $734.7K | 0.05% | −14,884−54.7% | Reduced |
| MetLife Investment Management | 12,303 | $732.6K | 0.00% | +38+0.3% | Added |
| Summit Trail Advisors, LLC | 12,291 | $731.9K | 0.02% | +932+8.2% | Added |
| Atria Wealth Solutions, Inc. | 12,096 | $720.3K | 0.01% | +2,581+27.1% | Added |
| Sumitomo Mitsui Financial Group, Inc. | 11,884 | $707.7K | 0.02% | 00.0% | Unchanged |
| Inspire Advisors, LLC | 11,830 | $704.5K | 0.10% | +4,287+56.8% | Added |
| Marex Group plc | 11,467 | $682.9K | 0.02% | +2,068+22.0% | Added |
| Landscape Capital Management, L.L.C. | 11,406 | $679.2K | 0.06% | −965−7.8% | Reduced |
| Linden Thomas Advisory Services, LLC | 11,394 | $678.5K | 0.11% | +217+1.9% | Added |
| SeaCrest Wealth Management, LLC | 11,327 | $674.5K | 0.08% | +240+2.2% | Added |
| Diversified Trust Co | 11,154 | $664.2K | 0.02% | +4,963+80.2% | Added |
| M&T Bank Corp | 11,151 | $663.6K | 0.00% | +37+0.3% | Added |
| Financial Advocates Investment Management | 11,110 | $661.6K | 0.04% | −735−6.2% | Reduced |
| Guggenheim Capital LLC | 11,005 | $655.3K | 0.00% | +620+6.0% | Added |
| Davenport & Co LLC | 10,996 | $654.8K | 0.00% | −319−2.8% | Reduced |
| Hilltop Holdings Inc. | 10,873 | $647.5K | 0.07% | −3,745−25.6% | Reduced |
| Prairie Wealth Advisors, Inc. | 10,823 | $644.5K | 0.30% | +10,823 | New |
| GWM Advisors LLC | 10,659 | $634.7K | 0.01% | +5,295+98.7% | Added |
| Kerrisdale Advisers, LLC | 10,655 | $634.5K | 0.20% | +10,655 | New |
| NewEdge Wealth, LLC | 10,752 | $631.8K | 0.01% | −469−4.2% | Reduced |
| Aspiriant, LLC | 10,550 | $628.3K | 0.03% | +30.0% | Added |
| Hillsdale Investment Management Inc. | 10,540 | $627.7K | 0.05% | −100−0.9% | Reduced |
| MUFG Securities EMEA plc | 10,456 | $622.7K | 0.06% | 00.0% | Unchanged |
| Delap Wealth Advisory, LLC | 10,399 | $619.3K | 0.25% | +10,399 | New |
| Meiji Yasuda Asset Management Co Ltd. | 10,372 | $617.7K | 0.03% | +650+6.7% | Added |
| Simplicity Wealth,LLC | 10,137 | $603.7K | 0.01% | +10,137 | New |
| D.A. Davidson & Co. | 10,085 | $600.6K | 0.01% | +20+0.2% | Added |
| Venturi Wealth Management, LLC | 10,014 | $596.3K | 0.04% | +81+0.8% | Added |
| 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 |
| Independent Financial Group, LLC | 9,971 | $593.8K | 0.03% | −1,297−11.5% | Reduced |
| Steward Partners Investment Advisory, LLC | 9,834 | $585.6K | 0.01% | +2,027+26.0% | Added |
| National Asset Management, Inc. | 13,892 | $583.5K | 0.02% | −107−0.8% | Reduced |
| JustInvest LLC | 9,794 | $583.2K | 0.01% | −895−8.4% | Reduced |
| Intellectus Partners, LLC | 9,726 | $579.2K | 0.15% | −1,600−14.1% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 9,688 | $577.0K | 0.01% | −175,794−94.8% | Reduced |
| Federation des caisses Desjardins du Quebec | 9,678 | $575.7K | 0.00% | +602+6.6% | Added |
| Quantbot Technologies LP | 9,595 | $571.4K | 0.03% | +9,595 | New |
| Flagship Harbor Advisors, LLC | 9,585 | $570.8K | 0.04% | −204−2.1% | Reduced |
| Ridgewood Investments LLC | 9,538 | $568.0K | 0.30% | −2,257−19.1% | Reduced |
| iA Global Asset Management Inc. | 9,494 | $565.0K | 0.01% | +5,018+112.1% | Added |
| Pallas Capital Advisors LLC | 9,462 | $563.5K | 0.02% | +9,462 | New |
| Leonteq Securities AG | 9,430 | $561.6K | 0.08% | −19,157−67.0% | Reduced |
| Independent Advisor Alliance | 9,250 | $550.9K | 0.02% | −3,208−25.8% | Reduced |
| E. Ohman J:or Asset Management AB | 9,200 | $547.9K | 0.01% | 00.0% | Unchanged |
| RMR Wealth Builders | 9,175 | $546.4K | 0.07% | −71−0.8% | Reduced |
| Commerce Bank | 9,170 | $546.1K | 0.00% | −25−0.3% | Reduced |
| Bollard Group LLC | 9,053 | $539.0K | 0.02% | 00.0% | Unchanged |
| Left Brain Wealth Management, LLC | 9,049 | $538.9K | 0.26% | −885−8.9% | Reduced |
| Wealth Management Associates, Inc. | 9,875 | $528.3K | 0.25% | +1,870+23.4% | Added |
| Qsemble Capital Management, LP | 8,611 | $512.8K | 0.11% | +8,611 | New |
| Gilbert & Cook, Inc. | 8,575 | $510.6K | 0.07% | +78+0.9% | Added |
| State of Alaska, Department of Revenue | 8,515 | $507.0K | 0.01% | −2,875−25.2% | Reduced |
| Kovack Advisors, Inc. | 8,442 | $502.7K | 0.06% | −309−3.5% | Reduced |
| Rehmann Capital Advisory Group | 8,387 | $499.4K | 0.04% | +2,130+34.0% | Added |
| Garde Capital, Inc. | 8,386 | $499.0K | 0.03% | +15+0.2% | Added |
| CIBC World Markets Corp | 8,349 | $497.2K | 0.00% | +2,688+47.5% | Added |
| BNP Paribas | 8,300 | $494.6K | 0.02% | +8,300 | New |
| Unique Wealth Strategies, LLC | 8,299 | $494.2K | 0.24% | +8,299 | New |
| Mission Creek Capital Partners, Inc. | 8,086 | $481.5K | 0.13% | +8,086 | New |
| Bank Julius Baer & Co. Ltd, Zurich | 8,060 | $480.0K | 0.00% | −630−7.2% | Reduced |
| Martingale Asset Management L P | 8,042 | $478.9K | 0.01% | +8,042 | New |
| Rodgers Brothers Inc. | 8,040 | $478.8K | 0.07% | +125+1.6% | Added |
| MML Investors Services, LLC | 8,006 | $477.0K | 0.00% | −1,486−15.7% | Reduced |
| Telos Capital Management, Inc. | 7,997 | $476.2K | 0.05% | −1,671−17.3% | Reduced |
| Centaurus Financial, Inc. | 7,965 | $474.0K | 0.03% | −729−8.4% | Reduced |
| J.W. Cole Advisors, Inc. | 7,791 | $463.9K | 0.02% | +7,791 | New |
| Truist Financial Corp | 7,739 | $460.9K | 0.00% | −1,236−13.8% | Reduced |
| Marshall Wace, LLP | 7,700 | $458.5K | 0.00% | −450,480−98.3% | Reduced |
| Meiji Yasuda Life Insurance Co | 7,596 | $452.3K | 0.01% | −1,110−12.7% | Reduced |
| International Assets Investment Management, LLC | 7,729 | $450.1K | 0.05% | −1,050−12.0% | Reduced |
| Alberta Investment Management Corp | 7,400 | $440.7K | 0.00% | 00.0% | Unchanged |
| Eisler Capital (UK) Ltd. | 7,344 | $437.3K | 0.05% | −15,357−67.6% | Reduced |
| DC Investments Management, LLC | 7,279 | $433.5K | 0.37% | 00.0% | Unchanged |
| Convergence Investment Partners, LLC | 7,187 | $428.0K | 0.16% | +7,187 | New |
| O'Shaughnessy Asset Management, LLC | 7,165 | $426.7K | 0.00% | +593+9.0% | Added |
| Bennett Selby Investments LP | 7,153 | $426.0K | 0.20% | −448−5.9% | Reduced |
| Essex LLC | 7,130 | $424.6K | 0.10% | −220−3.0% | Reduced |
| Tokio Marine Asset Management Co Ltd | 7,077 | $421.4K | 0.02% | +102+1.5% | Added |
| CenterStar Asset Management, LLC | 6,959 | $414.7K | 0.86% | +6,959 | New |
| Ostrum Asset Management | 6,946 | $413.6K | 0.03% | +4,830+228.3% | Added |
| Machina Capital S.A.S. | 6,928 | $412.6K | 0.22% | +1,009+17.0% | Added |