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 |
|---|---|---|---|---|---|
| Jackson Creek Investment Advisors LLC | 6,699 | $399.0K | 0.14% | −189−2.7% | Reduced |
| Axxcess Wealth Management, LLC | 6,700 | $399.0K | 0.01% | +6,700 | New |
| Pinnacle Associates Ltd | 6,639 | $395.4K | 0.01% | −928−12.3% | Reduced |
| Comprehensive Financial Management LLC | 6,593 | $392.6K | 0.01% | 00.0% | Unchanged |
| CIBC Asset Management Inc | 6,541 | $389.5K | 0.00% | +14+0.2% | Added |
| Exchange Traded Concepts, LLC | 6,534 | $389.1K | 0.01% | −723−10.0% | Reduced |
| Gries Financial LLC | 6,501 | $387.1K | 0.06% | +494+8.2% | Added |
| Clear Creek Financial Management, LLC | 6,476 | $385.6K | 0.05% | +6,476 | New |
| Hohimer Wealth Management, LLC | 6,452 | $384.2K | 0.09% | +6,452 | New |
| Prime Capital Investment Advisors, LLC | 6,261 | $372.8K | 0.01% | −4,859−43.7% | Reduced |
| Kestra Private Wealth Services, LLC | 6,234 | $371.2K | 0.01% | −917−12.8% | Reduced |
| Parallel Advisors, LLC | 6,097 | $363.1K | 0.01% | −74−1.2% | Reduced |
| Asahi Life Asset Management Co., Ltd. | 5,940 | $353.7K | 0.21% | +770+14.9% | Added |
| Citizens Financial Group Inc | 5,851 | $348.4K | 0.01% | +5,851 | New |
| Beacon Pointe Advisors, LLC | 5,846 | $348.1K | 0.00% | −201−3.3% | Reduced |
| Prosperity Wealth Management, Inc. | 5,770 | $343.6K | 0.16% | +985+20.6% | Added |
| FinTrust Capital Advisors, LLC | 5,746 | $342.2K | 0.07% | −404−6.6% | Reduced |
| Western Wealth Management, LLC | 5,745 | $342.1K | 0.03% | −52−0.9% | Reduced |
| Pzena Investment Management LLC | 5,573 | $331.9K | 0.00% | +5,573 | New |
| Capital Group Investment Management Pte. Ltd. | 5,567 | $331.5K | 0.06% | −24,226−81.3% | Reduced |
| The PNC Financial Services Group, Inc. | 5,559 | $331.0K | 0.00% | +845+17.9% | Added |
| Bristlecone Advisors, LLC | 5,557 | $330.9K | 0.03% | −284−4.9% | Reduced |
| Captrust Financial Advisors | 5,414 | $322.4K | 0.00% | −17,623−76.5% | Reduced |
| Americana Partners, LLC | 5,392 | $321.1K | 0.03% | −3,415−38.8% | Reduced |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 5,341 | $318.1K | 0.00% | +5,341 | New |
| Wealth Enhancement Advisory Services, LLC | 5,288 | $314.9K | 0.00% | −1,268−19.3% | Reduced |
| Moran Wealth Management, LLC | 5,238 | $311.9K | 0.01% | +5,238 | New |
| IPG Investment Advisors LLC | 5,225 | $311.1K | 0.07% | +5,225 | New |
| Weatherly Asset Management L. P. | 5,216 | $310.6K | 0.03% | −1,402−21.2% | Reduced |
| Woodline Partners LP | 5,183 | $308.6K | 0.00% | −125,221−96.0% | Reduced |
| Prospera Financial Services Inc | 5,161 | $307.3K | 0.01% | −298−5.5% | Reduced |
| Relative Value Partners Group, LLC | 5,021 | $305.9K | 0.02% | +17+0.3% | Added |
| Allspring Global Investments Holdings, LLC | 5,118 | $304.8K | 0.00% | −272−5.0% | Reduced |
| Palogic Value Management, L.P. | 5,094 | $303.3K | 0.13% | +313+6.5% | Added |
| Dynamic Technology Lab Private Ltd | 5,066 | $302.0K | 0.03% | −68,708−93.1% | Reduced |
| Legacy Financial Advisors, Inc. | 5,068 | $301.8K | 0.05% | 00.0% | Unchanged |
| Obermeyer Wood Investment Counsel, LLLP | 5,000 | $297.8K | 0.02% | 00.0% | Unchanged |
| Sigma Planning Corp | 4,997 | $297.6K | 0.01% | +535+12.0% | Added |
| Integrated Wealth Concepts LLC | 4,975 | $296.3K | 0.00% | −2,343−32.0% | Reduced |
| Legal Advantage Investments, Inc. | 4,965 | $295.7K | 0.17% | −50−1.0% | Reduced |
| Capula Management Ltd | 4,918 | $292.9K | 0.01% | +4,918 | New |
| B. Metzler seel. Sohn & Co. AG | 4,878 | $290.5K | 0.00% | 00.0% | Unchanged |
| Formidable Asset Management, LLC | 4,726 | $281.4K | 0.05% | +4,726 | New |
| Change Path, LLC | 4,700 | $280.0K | 0.01% | +4,700 | New |
| Vestcor Inc | 4,619 | $275.0K | 0.01% | −33−0.7% | Reduced |
| Kingswood Wealth Advisors, LLC | 4,617 | $274.9K | 0.03% | −153−3.2% | Reduced |
| Pingora Partners LLC | 4,600 | $273.9K | 0.20% | 00.0% | Unchanged |
| Bank of Nova Scotia | 4,597 | $273.8K | 0.00% | +4,597 | New |
| Silvant Capital Management LLC | 4,520 | $269.2K | 0.01% | −46−1.0% | Reduced |
| Crossmark Global Holdings, Inc. | 4,509 | $269.0K | 0.01% | +4,509 | New |
| Vident Advisory, LLC | 4,485 | $267.1K | 0.01% | −39−0.9% | Reduced |
| Griffin Asset Management, Inc. | 4,450 | $265.0K | 0.03% | 00.0% | Unchanged |
| GFG Capital, LLC | 4,325 | $257.6K | 0.07% | 00.0% | Unchanged |
| Oxford Asset Management LLP | 4,322 | $257.4K | 0.28% | −6,013−58.2% | Reduced |
| US Bancorp | 4,270 | $254.3K | 0.00% | +217+5.4% | Added |
| Oppenheimer Asset Management Inc. | 4,220 | $251.3K | 0.00% | +4,220 | New |
| Brandywine Managers, LLC | 4,211 | $250.8K | 0.25% | 00.0% | Unchanged |
| Beacon Investment Advisory Services, Inc. | 4,194 | $249.8K | 0.01% | −500−10.7% | Reduced |
| Alps Advisors Inc | 4,176 | $248.7K | 0.00% | −1,372−24.7% | Reduced |
| United Advisor Group, LLC | 4,133 | $246.1K | 0.09% | +4,133 | New |
| Triumph Capital Management | 4,203 | $244.7K | 0.10% | +4,203 | New |
| DRW Securities, LLC | 4,100 | $244.2K | 0.01% | +4,100 | New |
| Prelude Capital Management, LLC | 4,078 | $242.8K | 0.02% | −552−11.9% | Reduced |
| Optimist Retirement Group LLC | 4,028 | $239.9K | 0.12% | +4,028 | New |
| Skylands Capital, LLC | 4,000 | $238.2K | 0.03% | +4,000 | New |
| DMG Group, LLC | 3,982 | $237.1K | 0.20% | −338−7.8% | Reduced |
| Motley Fool Asset Management LLC | 3,960 | $235.8K | 0.02% | +224+6.0% | Added |
| Sovereign Financial Group, Inc. | 3,929 | $234.0K | 0.06% | +3,929 | New |
| Simplex Trading, LLC | 3,900 | $232.0K | 0.01% | +3,900 | New |
| Loomis Sayles & Co L P | 3,876 | $231.0K | 0.00% | +1,195+44.6% | Added |
| RFG Advisory, LLC | 3,845 | $229.0K | 0.01% | +3,845 | New |
| Aviso Wealth Management | 3,830 | $228.1K | 0.14% | −148−3.7% | Reduced |
| Aspen Investment Management Inc | 3,809 | $227.0K | 0.12% | +9+0.2% | Added |
| Aquatic Capital Management LLC | 3,800 | $226.3K | 0.01% | −51,200−93.1% | Reduced |
| Synergy Financial Group, LTD | 3,789 | $225.6K | 0.25% | +369+10.8% | Added |
| United Capital Financial Advisers, LLC | 3,785 | $225.4K | 0.00% | +3,785 | New |
| Lincoln National Corp | 3,704 | $220.6K | 0.00% | −335−8.3% | Reduced |
| Cary Street Partner Investment Advisory LLC | 3,690 | $219.7K | 0.01% | +30+0.8% | Added |
| Essex Financial Services, Inc. | 3,604 | $214.6K | 0.02% | +3,604 | New |
| Apollon Wealth Management, LLC | 3,585 | $213.5K | 0.01% | −188−5.0% | Reduced |
| Wedbush Securities Inc | 3,577 | $213.0K | 0.01% | −964−21.2% | Reduced |
| Eqis Capital Management, Inc. | 3,538 | $210.7K | 0.02% | +3,538 | New |
| LaFleur & Godfrey LLC | 3,529 | $210.2K | 0.03% | −300−7.8% | Reduced |
| Ossiam | 3,529 | $210.2K | 0.00% | +3,529 | New |
| Stephens Inc | 3,515 | $209.3K | 0.00% | −54−1.5% | Reduced |
| Burton Enright Welch | 3,499 | $208.4K | 0.05% | 00.0% | Unchanged |
| Financial Partners Group, Inc | 3,488 | $207.7K | 0.03% | 00.0% | Unchanged |
| IHT Wealth Management, LLC | 3,473 | $206.8K | 0.01% | −339−8.9% | Reduced |
| Geneos Wealth Management Inc. | 3,444 | $205.1K | 0.01% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 3,412 | $203.2K | 0.02% | +572+20.1% | Added |
| Metis Global Partners, LLC | 3,392 | $202.0K | 0.01% | −115−3.3% | Reduced |
| Wetherby Asset Management Inc | 3,386 | $201.6K | 0.01% | +14+0.4% | Added |
| American International Group, Inc. | 3,374 | $200.9K | 0.00% | −48−1.4% | Reduced |
| Twin Lakes Capital Management, LLC | 3,274 | $195.0K | 0.13% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 3,242 | $193.0K | 0.00% | −589−15.4% | Reduced |
| Farther Finance Advisors, LLC | 3,183 | $185.3K | 0.01% | −38−1.2% | Reduced |
| Knights of Columbus Asset Advisors LLC | 3,021 | $179.9K | 0.01% | 00.0% | Unchanged |
| Truvestments Capital LLC | 2,918 | $173.8K | 0.07% | −3,104−51.5% | Reduced |
| UniSuper Management Pty Ltd | 2,900 | $172.7K | 0.00% | +1,500+107.1% | Added |
| Royal Fund Management, LLC | 2,800 | $166.7K | 0.02% | −26,400−90.4% | Reduced |