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.
| 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, Q2 2024
Shares, value and share of portfolio for each institution holding DocuSign, Inc.; share changes are against Q1 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| NewSquare Capital LLC | 153 | $8.19K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 171 | $9.01K | 0.00% | +157+1,121.4% | Added |
| GPS Wealth Strategies Group, LLC | 169 | $9.04K | 0.00% | +28+19.9% | Added |
| LRI Investments, LLC | 171 | $9.15K | 0.00% | +171 | New |
| GoalVest Advisory LLC | 181 | $9.68K | 0.00% | 00.0% | Unchanged |
| Main Street Group, LTD | 185 | $10.2K | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 200 | $10.7K | 0.00% | −1,925−90.6% | Reduced |
| Montag A & Associates Inc | 200 | $10.7K | 0.00% | 00.0% | Unchanged |
| HM Payson & Co | 200 | $10.7K | 0.00% | 00.0% | Unchanged |
| Optimum Investment Advisors | 200 | $10.7K | 0.00% | 00.0% | Unchanged |
| Rocky Mountain Advisers, LLC | 200 | $10.7K | 0.00% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 203 | $10.9K | 0.00% | −14−6.5% | Reduced |
| Cedar Wealth Management, LLC | 214 | $11.4K | 0.00% | 00.0% | Unchanged |
| Grove Bank & Trust | 232 | $12.4K | 0.00% | −188−44.8% | Reduced |
| Strategic Investment Solutions, Inc. | 225 | $12.5K | 0.00% | +225 | New |
| Adirondack Trust Co | 235 | $12.6K | 0.01% | 00.0% | Unchanged |
| CVA Family Office, LLC | 235 | $12.6K | 0.00% | +23+10.8% | Added |
| Glen Eagle Advisors, LLC | 239 | $12.8K | 0.00% | −13−5.2% | Reduced |
| PSI Advisors, LLC | 239 | $12.8K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 243 | $13.0K | 0.00% | +116+91.3% | Added |
| CNB Bank | 246 | $13.2K | 0.01% | −534−68.5% | Reduced |
| CarsonAllaria Wealth Management, Ltd. | 255 | $13.6K | 0.01% | 00.0% | Unchanged |
| Activest Wealth Management | 269 | $14.4K | 0.00% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 283 | $15.0K | 0.00% | −556−66.3% | Reduced |
| WR Wealth Planners, LLC | 281 | $15.0K | 0.00% | −73−20.6% | Reduced |
| Sittner & Nelson, LLC | 300 | $16.1K | 0.01% | 00.0% | Unchanged |
| Livforsakringsbolaget Skandia, Omsesidigt | 300 | $16.1K | 0.00% | 00.0% | Unchanged |
| NCP Inc. | 300 | $16.1K | 0.01% | +100+50.0% | Added |
| SWAN Capital LLC | 300 | $16.1K | 0.01% | +300 | New |
| Quent Capital, LLC | 333 | $17.8K | 0.00% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 334 | $17.9K | 0.00% | −7−2.1% | Reduced |
| Innealta Capital, LLC | 337 | $18.0K | 0.01% | +337 | New |
| Tyler-Stone Wealth Management | 355 | $19.0K | 0.01% | 00.0% | Unchanged |
| Performa Ltd (US), LLC | 360 | $19.3K | 0.01% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 385 | $20.6K | 0.00% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 385 | $20.6K | 0.01% | +385 | New |
| Cornerstone Planning Group LLC | 435 | $21.6K | 0.01% | 00.0% | Unchanged |
| Gradient Investments LLC | 405 | $21.7K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 406 | $21.7K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 440 | $23.5K | 0.00% | +14+3.3% | Added |
| Bank & Trust Co | 443 | $23.7K | 0.02% | +443 | New |
| Rise Advisors, LLC | 496 | $26.5K | 0.01% | 00.0% | Unchanged |
| Great Lakes Retirement, Inc. | 500 | $26.8K | 0.00% | +500 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 501 | $26.8K | 0.00% | −42−7.7% | Reduced |
| Massmutual Trust Co FSB | 510 | $27.3K | 0.00% | +500+5,000.0% | Added |
| Private Trust Co NA | 515 | $27.6K | 0.00% | +300+139.5% | Added |
| Capital Analysts, LLC | 529 | $28.0K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 550 | $29.4K | 0.02% | −129−19.0% | Reduced |
| ZynergyRetirementPlanningLLC | 557 | $29.8K | 0.02% | +557 | New |
| Capital Advisors, Ltd. LLC | 558 | $30.0K | 0.00% | 00.0% | Unchanged |
| State of Wyoming | 568 | $30.4K | 0.01% | −1,042−64.7% | Reduced |
| Migdal Insurance & Financial Holdings Ltd. | 602 | $32.0K | 0.00% | −257−29.9% | Reduced |
| Newbridge Financial Services Group, Inc. | 600 | $32.1K | 0.01% | −200−25.0% | Reduced |
| Register Financial Advisors LLC | 620 | $33.2K | 0.02% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 609 | $33.6K | 0.00% | −672−52.5% | Reduced |
| Mather Group, LLC. | 577 | $34.4K | 0.00% | +564+4,338.5% | Added |
| Virtus Fund Advisers, LLC | 688 | $36.8K | 0.15% | +45+7.0% | Added |
| Global Retirement Partners, LLC | 689 | $36.9K | 0.00% | −9−1.3% | Reduced |
| IFP Advisors, Inc | 712 | $38.1K | 0.00% | +27+3.9% | Added |
| Whittier Trust Co | 715 | $38.3K | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 721 | $38.6K | 0.01% | +10+1.4% | Added |
| Rakuten Securities, Inc. | 742 | $39.7K | 0.02% | −731−49.6% | Reduced |
| Coppell Advisory Solutions LLC | 769 | $41.1K | 0.01% | +769 | New |
| Allworth Financial LP | 839 | $46.9K | 0.00% | −801−48.8% | Reduced |
| Huntington National Bank | 883 | $47.2K | 0.00% | −144−14.0% | Reduced |
| Ci Investments Inc. | 893 | $48.0K | 0.00% | +496+124.9% | Added |
| City State Bank | 899 | $48.1K | 0.02% | −100−10.0% | Reduced |
| nVerses Capital, LLC | 900 | $48.1K | 0.03% | +900 | New |
| Financial Perspectives, Inc | 981 | $52.5K | 0.02% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 983 | $52.6K | 0.00% | +82+9.1% | Added |
| Quarry LP | 989 | $52.9K | 0.02% | +989 | New |
| West Tower Group, LLC | 1,000 | $53.5K | 0.14% | −500−33.3% | Reduced |
| Harbor Investment Advisory, LLC | 1,012 | $54.1K | 0.01% | +2+0.2% | Added |
| Clearstead Advisors, LLC | 1,014 | $54.2K | 0.00% | −151−13.0% | Reduced |
| Global Trust Asset Management, LLC | 1,088 | $58.2K | 0.02% | 00.0% | Unchanged |
| First Pacific Financial | 1,092 | $58.4K | 0.02% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 1,191 | $64.1K | 0.00% | −526−30.6% | Reduced |
| Horizon Investments, LLC | 1,348 | $72.1K | 0.00% | +154+12.9% | Added |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 1,354 | $72.4K | 0.02% | +1,354 | New |
| C M Bidwell & Associates Ltd | 1,380 | $73.8K | 0.05% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 1,393 | $74.5K | 0.00% | +23+1.7% | Added |
| Versant Capital Management, Inc | 1,433 | $76.7K | 0.02% | +843+142.9% | Added |
| EverSource Wealth Advisors, LLC | 1,545 | $85.7K | 0.01% | +263+20.5% | Added |
| Signaturefd, LLC | 1,619 | $86.6K | 0.00% | −130−7.4% | Reduced |
| Principal Securities, Inc. | 1,667 | $89.2K | 0.00% | −228−12.0% | Reduced |
| Allianz SE | 1,999 | $106.9K | 0.00% | −563−22.0% | Reduced |
| Caz Investments LP | 2,000 | $107.0K | 0.16% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 2,493 | $133.4K | 0.00% | −3,604−59.1% | Reduced |
| Rakuten Investment Management, Inc. | 2,825 | $148.8K | 0.00% | +1,060+60.1% | Added |
| Picton Mahoney Asset Management | 2,786 | $150.0K | 0.01% | +2,786 | New |
| Benjamin F. Edwards & Company, Inc. | 2,847 | $152.0K | 0.00% | −395−12.2% | Reduced |
| V-Square Quantitative Management LLC | 2,847 | $152.3K | 0.02% | +582+25.7% | Added |
| Mirae Asset Global Investments Co., Ltd. | 3,053 | $160.9K | 0.00% | +3,053 | New |
| Knights of Columbus Asset Advisors LLC | 3,021 | $161.6K | 0.01% | 00.0% | Unchanged |
| Covestor Ltd | 3,124 | $167.0K | 0.11% | +790+33.8% | Added |
| Farther Finance Advisors, LLC | 3,049 | $168.1K | 0.01% | −134−4.2% | Reduced |
| US Bancorp | 3,163 | $169.2K | 0.00% | −1,107−25.9% | Reduced |
| Royal Fund Management, LLC | 3,200 | $171.2K | 0.02% | +400+14.3% | Added |
| Simplex Trading, LLC | 3,223 | $172.0K | 0.01% | −677−17.4% | Reduced |
| Twin Lakes Capital Management, LLC | 3,274 | $175.2K | 0.12% | 00.0% | Unchanged |