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 |
|---|---|---|---|---|---|
| Financial Management Professionals, Inc. | 129 | $8.00K | 0.00% | 00.0% | Unchanged |
| Macroview Investment Management LLC | 127 | $7.56K | 0.01% | −124−49.4% | Reduced |
| GAMMA Investing LLC | 127 | $7.56K | 0.00% | +21+19.8% | Added |
| Larson Financial Group LLC | 119 | $7.09K | 0.00% | −126−51.4% | Reduced |
| Salem Investment Counselors Inc | 118 | $7.03K | 0.00% | −75−38.9% | Reduced |
| Valley National Advisers Inc | 118 | $7.00K | 0.00% | +20+20.4% | Added |
| SYSTM Wealth Solutions LLC | 113 | $6.73K | 0.00% | 00.0% | Unchanged |
| Tidemark, LLC | 111 | $6.61K | 0.00% | 00.0% | Unchanged |
| Mendota Financial Group, LLC | 106 | $6.31K | 0.00% | 00.0% | Unchanged |
| PFS Partners, LLC | 105 | $6.25K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 102 | $6.08K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 100 | $5.96K | 0.00% | 00.0% | Unchanged |
| Nordwand Advisors, LLC | 100 | $5.96K | 0.00% | 00.0% | Unchanged |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 100 | $5.96K | 0.00% | 00.0% | Unchanged |
| Addison Advisors LLC | 100 | $5.96K | 0.00% | +100 | New |
| Parkside Financial Bank & Trust | 91 | $5.42K | 0.00% | −11−10.8% | Reduced |
| Hollencrest Capital Management | 90 | $5.36K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 92 | $5.00K | 0.00% | −68−42.5% | Reduced |
| Nemes Rush Group LLC | 81 | $4.82K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 81 | $4.82K | 0.00% | +61+305.0% | Added |
| Crewe Advisors LLC | 80 | $4.76K | 0.00% | +80 | New |
| SRS Capital Advisors, Inc. | 79 | $4.71K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 75 | $4.47K | 0.00% | −300−80.0% | Reduced |
| ZRC Wealth Management, LLC | 72 | $4.29K | 0.00% | 00.0% | Unchanged |
| Orion Capital Management LLC | 66 | $3.93K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 59 | $3.51K | 0.00% | +59 | New |
| Abich Financial Wealth Management LLC | 56 | $3.33K | 0.00% | +34+154.5% | Added |
| Umb Bank N A | 53 | $3.16K | 0.00% | −3−5.4% | Reduced |
| Financial Synergies Wealth Advisors, Inc. | 53 | $3.16K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 52 | $3.10K | 0.00% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 52 | $3.10K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 52 | $3.10K | 0.00% | +10+23.8% | Added |
| Creekmur Asset Management LLC | 51 | $3.04K | 0.00% | +47+1,175.0% | Added |
| NBC Securities, Inc. | 66 | $3.00K | 0.00% | −230−77.7% | Reduced |
| Asset Dedication, LLC | 53 | $3.00K | 0.00% | 00.0% | Unchanged |
| Old Point Trust & Financial Services N A | 50 | $2.98K | 0.00% | +50 | New |
| BFSG, LLC | 50 | $2.98K | 0.00% | +50 | New |
| First Horizon Advisors, Inc. | 48 | $2.86K | 0.00% | +38+380.0% | Added |
| Wetzel Investment Advisors, Inc. | 50 | $2.85K | 0.00% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 44 | $2.62K | 0.00% | 00.0% | Unchanged |
| Gleason Group, Inc. | 44 | $2.62K | 0.00% | −1,811−97.6% | Reduced |
| VisionPoint Advisory Group, LLC | 38 | $2.26K | 0.00% | +38 | New |
| AlphaMark Advisors, LLC | 36 | $2.00K | 0.00% | 00.0% | Unchanged |
| EntryPoint Capital, LLC | 30 | $1.79K | 0.00% | −728−96.0% | Reduced |
| Birchbrook, Inc. | 25 | $1.49K | 0.00% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 24 | $1.43K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 23 | $1.37K | 0.00% | −85−78.7% | Reduced |
| PayPay Securities Corp | 21 | $1.25K | 0.06% | −2−8.7% | Reduced |
| MV Capital Management, Inc. | 21 | $1.25K | 0.00% | +19+950.0% | Added |
| Global Wealth Strategies & Associates | 20 | $1.19K | 0.00% | −75−78.9% | Reduced |
| Raffa Wealth Management, LLC | 20 | $1.19K | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 19 | $1.13K | 0.00% | 00.0% | Unchanged |
| Caitlin John, LLC | 19 | $1.13K | 0.00% | +15+375.0% | Added |
| JJJ Advisors Inc. | 18 | $1.07K | 0.00% | 00.0% | Unchanged |
| Solstein Capital, LLC | 18 | $1.07K | 0.00% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 17 | $1.03K | 0.00% | +17 | New |
| VitalStone Financial, LLC | 20 | $1.00K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 9 | $1.00K | 0.00% | +9 | New |
| Trust Co of Vermont | 16 | $953 | 0.00% | +16 | New |
| Smartleaf Asset Management LLC | 14 | $829 | 0.00% | −17−54.8% | Reduced |
| Valued Wealth Advisors LLC | 13 | $775 | 0.00% | 00.0% | Unchanged |
| Mather Group, LLC. | 13 | $773 | 0.00% | +13 | New |
| Vermillion & White Wealth Management Group, LLC | 12 | $714 | 0.00% | 00.0% | Unchanged |
| Pittenger & Anderson Inc | 11 | $656 | 0.00% | 00.0% | Unchanged |
| Castleview Partners, LLC | 10 | $596 | 0.00% | −759−98.7% | Reduced |
| St. Johns Investment Management Company, LLC | 10 | $596 | 0.00% | 00.0% | Unchanged |
| REAP Financial Group, LLC | 10 | $596 | 0.00% | 00.0% | Unchanged |
| MB, Levis & Associates, LLC | 10 | $596 | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 10 | $596 | 0.00% | +3+42.9% | Added |
| Brown Brothers Harriman & Co | 10 | $596 | 0.00% | +10 | New |
| Glass Jacobson Investment Advisors llc | 8 | $477 | 0.00% | +1+14.3% | Added |
| Assetmark, Inc | 8 | $476 | 0.00% | +5+166.7% | Added |
| Key Financial Inc | 7 | $417 | 0.00% | 00.0% | Unchanged |
| Sandy Spring Bank | 5 | $298 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 5 | $298 | 0.00% | 00.0% | Unchanged |
| Retirement Group, LLC | 5 | $298 | 0.00% | 00.0% | Unchanged |
| Bear Mountain Capital, Inc. | 5 | $290 | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 4 | $239 | 0.00% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 4 | $234 | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 3 | $179 | 0.00% | +1+50.0% | Added |
| DHJJ Financial Advisors, Ltd. | 2 | $120 | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 2 | $120 | 0.00% | +2 | New |
| St Germain D J Co Inc | 2 | $119 | 0.00% | 00.0% | Unchanged |
| Core Alternative Capital | 1 | $60 | 0.00% | −48−98.0% | Reduced |
| Gordian Capital Singapore Pte Ltd | 1 | $60 | 0.00% | 00.0% | Unchanged |
| Dogwood Wealth Management LLC | 0 | $1 | 0.00% | 0 | Unchanged |
| Voloridge Investment Management, LLC | 0 | $0 | 0.00% | −841,882−100.0% | Sold out |
| Walleye Trading LLC | 0 | $0 | 0.00% | −416,499−100.0% | Sold out |
| Invenomic Capital Management LP | 0 | $0 | 0.00% | −358,881−100.0% | Sold out |
| Westerly Capital Management, LLC | 0 | $0 | 0.00% | −290,000−100.0% | Sold out |
| Twin Tree Management, LP | 0 | $0 | 0.00% | −229,262−100.0% | Sold out |
| Taconic Capital Advisors LP | 0 | $0 | 0.00% | −175,000−100.0% | Sold out |
| Granite Bay Wealth Management, LLC | 0 | $0 | 0.00% | −216,617−100.0% | Sold out |
| FORA Capital, LLC | 0 | $0 | 0.00% | −145,965−100.0% | Sold out |
| Newbrook Capital Advisors LP | 0 | $0 | 0.00% | −140,423−100.0% | Sold out |
| Seven Eight Capital, LP | 0 | $0 | 0.00% | −103,812−100.0% | Sold out |
| Davidson Kempner Capital Management LP | 0 | $0 | 0.00% | −85,000−100.0% | Sold out |
| Hudson Bay Capital Management LP | 0 | $0 | 0.00% | −79,318−100.0% | Sold out |
| Morgens Waterfall Vintiadis & Co Inc | 0 | $0 | 0.00% | −72,000−100.0% | Sold out |
| Healthcare of Ontario Pension Plan Trust Fund | 0 | $0 | 0.00% | −70,000−100.0% | Sold out |