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 8 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 |
|---|---|---|---|---|---|
| Allianz SE | 2,562 | $152.6K | 0.00% | +2,562 | New |
| Mine & Arao Wealth Creation & Management, LLC. | 2,532 | $150.8K | 0.07% | −675−21.0% | Reduced |
| Covestor Ltd | 2,334 | $139.0K | 0.09% | +810+53.1% | Added |
| V-Square Quantitative Management LLC | 2,265 | $134.9K | 0.02% | 00.0% | Unchanged |
| Central Trust Co | 2,125 | $126.5K | 0.00% | −14−0.7% | Reduced |
| Impact Partnership Wealth, LLC | 2,111 | $125.7K | 0.05% | +2,110+211,000.0% | Added |
| 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 |
| Principal Securities, Inc. | 1,895 | $112.8K | 0.00% | −479−20.2% | Reduced |
| Rakuten Investment Management, Inc. | 1,765 | $105.1K | 0.00% | +1,619+1,108.9% | Added |
| Signaturefd, LLC | 1,749 | $104.2K | 0.00% | +331+23.3% | Added |
| Shell Asset Management Co | 1,922 | $103.0K | 0.00% | −200−9.4% | Reduced |
| CIBC Private Wealth Group, LLC | 1,717 | $100.0K | 0.00% | +1,717 | New |
| Allworth Financial LP | 1,640 | $97.6K | 0.00% | −193−10.5% | Reduced |
| Jones Financial Companies LLLP | 1,625 | $96.8K | 0.00% | +638+64.6% | Added |
| TD Waterhouse Canada Inc. | 1,281 | $96.7K | 0.00% | +1,026+402.4% | Added |
| State of Wyoming | 1,610 | $95.9K | 0.02% | −2,521−61.0% | 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 |
| Rakuten Securities, Inc. | 1,473 | $87.7K | 0.04% | −1,071−42.1% | Reduced |
| C M Bidwell & Associates Ltd | 1,380 | $82.2K | 0.06% | +698+102.3% | Added |
| Whittier Trust Co of Nevada Inc | 1,370 | $81.6K | 0.00% | −100−6.8% | Reduced |
| Spire Wealth Management | 1,335 | $79.5K | 0.00% | −125−8.6% | Reduced |
| Harvest Fund Management Co., Ltd | 1,249 | $74.0K | 0.01% | +1,249 | New |
| EverSource Wealth Advisors, LLC | 1,282 | $72.6K | 0.01% | −1,527−54.4% | Reduced |
| Tower Research Capital LLC (TRC) | 1,200 | $71.5K | 0.00% | −7,790−86.7% | Reduced |
| Horizon Investments, LLC | 1,194 | $71.1K | 0.00% | +220+22.6% | Added |
| Clearstead Advisors, LLC | 1,165 | $69.6K | 0.00% | +864+287.0% | Added |
| First Pacific Financial | 1,092 | $65.0K | 0.02% | 00.0% | Unchanged |
| Global Trust Asset Management, LLC | 1,088 | $64.8K | 0.03% | −1,900−63.6% | Reduced |
| CoreCap Advisors, LLC | 1,034 | $61.6K | 0.00% | +1,034 | New |
| Huntington National Bank | 1,027 | $61.2K | 0.00% | +97+10.4% | Added |
| Harbor Investment Advisory, LLC | 1,010 | $60.1K | 0.01% | 00.0% | Unchanged |
| City State Bank | 999 | $59.0K | 0.03% | −525−34.4% | Reduced |
| Financial Perspectives, Inc | 981 | $58.4K | 0.02% | 00.0% | Unchanged |
| Quest Partners LLC | 950 | $56.6K | 0.01% | +950 | New |
| Harbour Investments, Inc. | 901 | $53.7K | 0.00% | −91−9.2% | Reduced |
| Migdal Insurance & Financial Holdings Ltd. | 859 | $51.0K | 0.00% | +23+2.8% | Added |
| Hantz Financial Services, Inc. | 839 | $50.0K | 0.00% | +27+3.3% | Added |
| Newbridge Financial Services Group, Inc. | 800 | $47.6K | 0.02% | −110−12.1% | Reduced |
| CNB Bank | 780 | $46.4K | 0.02% | −237−23.3% | Reduced |
| Groupama Asset Managment | 743 | $44.2K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 715 | $42.6K | 0.00% | −220−23.5% | Reduced |
| Beacon Capital Management, LLC | 711 | $42.3K | 0.01% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 698 | $41.6K | 0.00% | +33+5.0% | Added |
| IFP Advisors, Inc | 685 | $40.8K | 0.00% | −235−25.5% | Reduced |
| Wolff Wiese Magana LLC | 679 | $40.4K | 0.03% | 00.0% | Unchanged |
| Virtus Fund Advisers, LLC | 643 | $38.3K | 0.14% | +91+16.5% | Added |
| Register Financial Advisors LLC | 620 | $36.9K | 0.02% | +620 | New |
| Versant Capital Management, Inc | 590 | $35.1K | 0.01% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 558 | $33.0K | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 543 | $32.3K | 0.00% | +252+86.6% | Added |
| Capital Analysts, LLC | 529 | $32.0K | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 496 | $29.5K | 0.02% | −5−1.0% | Reduced |
| ICA Group Wealth Management, LLC | 490 | $29.2K | 0.01% | −165−25.2% | Reduced |
| Cornerstone Planning Group LLC | 435 | $26.0K | 0.01% | −43−9.0% | Reduced |
| Lindbrook Capital, LLC | 426 | $25.4K | 0.00% | +97+29.5% | Added |
| Grove Bank & Trust | 420 | $25.0K | 0.00% | −1−0.2% | Reduced |
| North Star Investment Management Corp. | 406 | $24.2K | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 405 | $24.1K | 0.00% | −843−67.5% | Reduced |
| Ci Investments Inc. | 397 | $24.0K | 0.00% | +89+28.9% | Added |
| Ancora Advisors, LLC | 385 | $22.9K | 0.00% | 00.0% | Unchanged |
| Performa Ltd (US), LLC | 360 | $21.4K | 0.01% | −40−10.0% | Reduced |
| Tyler-Stone Wealth Management | 355 | $21.1K | 0.01% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 354 | $21.1K | 0.01% | +354 | New |
| Institutional & Family Asset Management, LLC | 341 | $20.3K | 0.00% | −20−5.5% | Reduced |
| Quent Capital, LLC | 333 | $19.8K | 0.00% | −48−12.6% | Reduced |
| Global X Japan Co., Ltd. | 310 | $18.5K | 0.00% | −38−10.9% | Reduced |
| Sittner & Nelson, LLC | 300 | $17.9K | 0.01% | 00.0% | Unchanged |
| Livforsakringsbolaget Skandia, Omsesidigt | 300 | $17.9K | 0.00% | 00.0% | Unchanged |
| Highlander Capital Management, LLC | 275 | $16.4K | 0.01% | +275 | New |
| Activest Wealth Management | 269 | $16.0K | 0.01% | 00.0% | Unchanged |
| CarsonAllaria Wealth Management, Ltd. | 255 | $15.2K | 0.01% | +106+71.1% | Added |
| Glen Eagle Advisors, LLC | 252 | $15.0K | 0.00% | −56−18.2% | Reduced |
| PSI Advisors, LLC | 239 | $14.2K | 0.01% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 239 | $14.2K | 0.00% | −157−39.6% | Reduced |
| Adirondack Trust Co | 235 | $14.0K | 0.01% | 00.0% | Unchanged |
| Private Trust Co NA | 215 | $12.8K | 0.00% | −677−75.9% | Reduced |
| Cedar Wealth Management, LLC | 214 | $12.7K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 212 | $12.6K | 0.00% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 217 | $12.4K | 0.00% | +217 | New |
| 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 |
| GoalVest Advisory LLC | 181 | $10.8K | 0.00% | 00.0% | Unchanged |
| Main Street Group, LTD | 185 | $10.8K | 0.00% | 00.0% | Unchanged |
| Fernwood Investment Management, LLC | 170 | $10.1K | 0.00% | +170 | New |
| Colonial Trust Advisors | 161 | $9.59K | 0.00% | +111+222.0% | Added |
| NewSquare Capital LLC | 153 | $9.11K | 0.00% | 00.0% | Unchanged |
| Partnership Wealth Management, LLC | 150 | $8.93K | 0.01% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 150 | $8.93K | 0.00% | 00.0% | Unchanged |
| Planning Capital Management Corp | 150 | $8.93K | 0.01% | 00.0% | Unchanged |
| Householder Group Estate & Retirement Specialist, LLC | 144 | $8.57K | 0.00% | 00.0% | Unchanged |
| Pacifica Partners Inc. | 145 | $8.49K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 141 | $8.40K | 0.00% | 00.0% | Unchanged |
| Delta Asset Management LLC | 140 | $8.34K | 0.00% | 00.0% | Unchanged |
| IAG Wealth Partners, LLC | 140 | $8.34K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 135 | $8.04K | 0.00% | 00.0% | Unchanged |