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Livermore
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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, Q2 2024

Institutional positions in DocuSign, Inc. as of Jun 30, 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
669
−10 vs. Q1 2024
Shares held
161.2M
+380.2K (+0.2%) vs. Q1 2024
Total value
$8.62B
−$954.8M (−10.0%) vs. Q1 2024
New holders
78
241 more added
Sold out
88
222 more reduced

7 institutions that held it in Q1 2024 haven't filed for Q2 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q1 2024: 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.

Institutional holdersQ2 2024: 669 institutions
Q1 2021: 970 institutionsQ2 2021: 1,028 institutionsQ3 2021: 1,043 institutionsQ4 2021: 1,010 institutionsQ1 2022: 936 institutionsQ2 2022: 793 institutionsQ3 2022: 738 institutionsQ4 2022: 737 institutionsQ1 2023: 728 institutionsQ2 2023: 712 institutionsQ3 2023: 665 institutionsQ4 2023: 708 institutionsQ1 2024: 686 institutionsQ2 2024: 669 institutionsQ3 2024: 695 institutionsQ4 2024: 819 institutionsQ1 2025: 810 institutionsQ2 2025: 782 institutionsQ3 2025: 816 institutionsQ4 2025: 791 institutionsQ1 2026: 709 institutionsQ2 2026: 674 institutions
Value heldQ2 2024: $8.62B
Q1 2021: $28.7BQ2 2021: $41.7BQ3 2021: $39.2BQ4 2021: $23.0BQ1 2022: $16.5BQ2 2022: $8.86BQ3 2022: $8.32BQ4 2022: $8.69BQ1 2023: $9.15BQ2 2023: $8.15BQ3 2023: $6.37BQ4 2023: $9.38BQ1 2024: $9.60BQ2 2024: $8.62BQ3 2024: $10.1BQ4 2024: $15.9BQ1 2025: $14.1BQ2 2025: $13.7BQ3 2025: $12.2BQ4 2025: $11.6BQ1 2026: $8.50BQ2 2026: $7.87B
Institutions holding DOCU and their total value by quarter
QuarterHoldersValue
Q2 2026674$7.87B
Q1 2026709$8.50B
Q4 2025791$11.6B
Q3 2025816$12.2B
Q2 2025782$13.7B
Q1 2025810$14.1B
Q4 2024819$15.9B
Q3 2024695$10.1B
Q2 2024669$8.62B
Q1 2024686$9.60B
Q4 2023708$9.38B
Q3 2023665$6.37B
Q2 2023712$8.15B
Q1 2023728$9.15B
Q4 2022737$8.69B
Q3 2022738$8.32B
Q2 2022793$8.86B
Q1 2022936$16.5B
Q4 20211,010$23.0B
Q3 20211,043$39.2B
Q2 20211,028$41.7B
Q1 2021970$28.7B

Institutions, Q2 2024

Shares, value and share of portfolio for each institution holding DocuSign, Inc.; share changes are against Q1 2024.

Institutions holding DOCU in Q2 2024
InstitutionSharesValue% of portfolioChange in sharesAction
Dogwood Wealth Management LLC0$10.00%0Unchanged
Core Alternative Capital1$540.00%00.0%Unchanged
Gordian Capital Singapore Pte Ltd1$540.00%00.0%Unchanged
Proffitt & Goodson Inc1$540.00%+1New
DHJJ Financial Advisors, Ltd.2$1070.00%00.0%Unchanged
St Germain D J Co Inc2$1070.00%00.0%Unchanged
MV Capital Management, Inc.3$1610.00%−18−85.7%Reduced
Manchester Capital Management LLC4$2140.00%00.0%Unchanged
Baldwin Brothers Inc4$2140.00%+4New
American Capital Advisory, LLC4$2380.00%00.0%Unchanged
Sandy Spring Bank5$2680.00%00.0%Unchanged
Bear Mountain Capital, Inc.5$2820.00%00.0%Unchanged
Key Financial Inc7$3740.00%00.0%Unchanged
Glass Jacobson Investment Advisors llc8$4280.00%00.0%Unchanged
Princeton Global Asset Management LLC8$4280.00%+8New
DiNuzzo Private Wealth, Inc.8$4280.00%+8New
Painted Porch Advisors LLC9$4820.00%+9New
St. Johns Investment Management Company, LLC10$5350.00%00.0%Unchanged
MB, Levis & Associates, LLC10$5350.00%00.0%Unchanged
Mendota Financial Group, LLC11$5890.00%−95−89.6%Reduced
Pittenger & Anderson Inc11$5890.00%00.0%Unchanged
True Wealth Design, LLC11$5890.00%+8+266.7%Added
Cullen/Frost Bankers, Inc.11$5890.00%+11New
Vermillion & White Wealth Management Group, LLC12$6420.00%00.0%Unchanged
SJS Investment Consulting Inc.12$6430.00%+7+140.0%Added
PayPay Securities Corp13$6960.06%−8−38.1%Reduced
Valued Wealth Advisors LLC13$6960.00%00.0%Unchanged
Bullock Wealth Management Group15$8270.00%+15New
Solstein Capital, LLC18$9630.00%00.0%Unchanged
Dunhill Financial, LLC19$1.02K0.00%00.0%Unchanged
Caitlin John, LLC19$1.02K0.00%00.0%Unchanged
Raffa Wealth Management, LLC20$1.07K0.00%00.0%Unchanged
Global Wealth Strategies & Associates20$1.07K0.00%00.0%Unchanged
VitalStone Financial, LLC20$1.07K0.00%00.0%Unchanged
Sachetta, LLC21$1.17K0.00%+21New
Anchor Investment Management, LLC25$1.34K0.00%+25New
AdvisorNet Financial, Inc28$1.50K0.00%+5+21.7%Added
Castleview Partners, LLC30$1.60K0.00%+20+200.0%Added
Anfield Capital Management, LLC30$1.60K0.00%+30New
JFS Wealth Advisors, LLC31$1.66K0.00%+29+1,450.0%Added
Assetmark, Inc37$1.98K0.00%+29+362.5%Added
AlphaMark Advisors, LLC36$2.00K0.00%00.0%Unchanged
VisionPoint Advisory Group, LLC38$2.03K0.00%00.0%Unchanged
Westside Investment Management, Inc.40$2.14K0.00%−12−23.1%Reduced
GHP Investment Advisors, Inc.44$2.35K0.00%00.0%Unchanged
Gleason Group, Inc.44$2.35K0.00%00.0%Unchanged
Tucker Asset Management LLC44$2.35K0.00%+20+83.3%Added
Ashton Thomas Private Wealth, LLC46$2.46K0.00%+46New
First Horizon Advisors, Inc.48$2.57K0.00%00.0%Unchanged
Old Point Trust & Financial Services N A50$2.67K0.00%00.0%Unchanged
BFSG, LLC50$2.67K0.00%00.0%Unchanged
Flputnam Investment Management Co50$2.67K0.00%+50New
Creekmur Asset Management LLC51$2.73K0.00%00.0%Unchanged
Bartlett & Co. Wealth Management LLC52$2.78K0.00%00.0%Unchanged
Umb Bank N A53$2.84K0.00%00.0%Unchanged
Wetzel Investment Advisors, Inc.50$2.98K0.00%00.0%Unchanged
NBC Securities, Inc.66$3.00K0.00%00.0%Unchanged
Redwood Wealth Management Group, LLC60$3.21K0.00%+60New
Bell Investment Advisors, Inc66$3.53K0.00%+14+26.9%Added
ZRC Wealth Management, LLC72$3.85K0.00%00.0%Unchanged
McIlrath & Eck, LLC75$4.01K0.00%00.0%Unchanged
Abich Financial Wealth Management LLC75$4.01K0.00%+19+33.9%Added
WealthCollab, LLC75$4.01K0.00%+75New
Tidemark, LLC79$4.23K0.00%−32−28.8%Reduced
Proequities, Inc.80$4.28K0.00%−55−40.7%Reduced
Quadrant Capital Group LLC81$4.33K0.00%00.0%Unchanged
Nemes Rush Group LLC81$4.33K0.00%00.0%Unchanged
ICA Group Wealth Management, LLC90$4.82K0.00%−400−81.6%Reduced
Hollencrest Capital Management90$4.82K0.00%00.0%Unchanged
Valley National Advisers Inc108$5.00K0.00%−10−8.5%Reduced
TSFG, LLC92$5.00K0.00%00.0%Unchanged
Avion Wealth100$5.00K0.00%+91+1,011.1%Added
Private Wealth Management Group, LLC99$5.30K0.00%−3−2.9%Reduced
Rothschild Investment LLC100$5.35K0.00%00.0%Unchanged
Addison Advisors LLC100$5.35K0.00%00.0%Unchanged
Nordwand Advisors, LLC100$5.35K0.00%00.0%Unchanged
Towarzystwo Funduszy Inwestycyjnych Pzu SA100$5.35K0.00%00.0%Unchanged
PFS Partners, LLC105$5.62K0.00%00.0%Unchanged
Parkside Financial Bank & Trust107$5.72K0.00%+16+17.6%Added
Bogart Wealth, LLC108$5.78K0.00%−131−54.8%Reduced
Colonial Trust Advisors110$5.88K0.00%−51−31.7%Reduced
SYSTM Wealth Solutions LLC113$6.05K0.00%00.0%Unchanged
Ronald Blue Trust, Inc.102$6.07K0.00%+102New
Spire Wealth Management115$6.15K0.00%−1,220−91.4%Reduced
Salem Investment Counselors Inc118$6.31K0.00%00.0%Unchanged
Asset Dedication, LLC122$6.53K0.00%+69+130.2%Added
Macroview Investment Management LLC127$6.79K0.01%00.0%Unchanged
Financial Management Professionals, Inc.129$7.00K0.00%00.0%Unchanged
Ashburton (Jersey) Ltd133$7.00K0.00%+133New
Strengthening Families & Communities, LLC126$7.00K0.00%+126New
ORG Partners LLC131$7.22K0.00%+131New
Exchange Traded Concepts, LLC138$7.38K0.00%−6,396−97.9%Reduced
IAG Wealth Partners, LLC140$7.49K0.00%00.0%Unchanged
Opal Wealth Advisors, LLC141$7.54K0.00%+141New
Pacifica Partners Inc.145$7.85K0.00%00.0%Unchanged
Larson Financial Group LLC149$7.97K0.00%+30+25.2%Added
Householder Group Estate & Retirement Specialist, LLC156$8.00K0.00%+12+8.3%Added
Tradewinds Capital Management, LLC150$8.03K0.00%00.0%Unchanged
Partnership Wealth Management, LLC150$8.03K0.01%00.0%Unchanged
Planning Capital Management Corp150$8.03K0.01%00.0%Unchanged