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 |
|---|---|---|---|---|---|
| Sunbelt Securities, Inc. | 3,412 | $182.5K | 0.02% | 00.0% | Unchanged |
| MUFG Securities EMEA plc | 3,416 | $182.8K | 0.01% | −7,040−67.3% | Reduced |
| Geneos Wealth Management Inc. | 3,469 | $185.6K | 0.01% | +25+0.7% | Added |
| Ossiam | 3,653 | $195.4K | 0.00% | +124+3.5% | Added |
| Aspen Investment Management Inc | 3,750 | $201.0K | 0.10% | −59−1.5% | Reduced |
| Stephens Inc | 3,786 | $202.6K | 0.00% | +271+7.7% | Added |
| Two Sigma Securities, LLC | 3,806 | $203.6K | 0.01% | +3,806 | New |
| Atomi Financial Group, Inc. | 3,811 | $203.9K | 0.02% | +3,811 | New |
| Claret Asset Management Corp | 3,819 | $204.0K | 0.04% | +3,819 | New |
| Cary Street Partner Investment Advisory LLC | 3,864 | $206.7K | 0.01% | +174+4.7% | Added |
| Banque Cantonale Vaudoise | 3,892 | $208.0K | 0.01% | −36,341−90.3% | Reduced |
| SRS Capital Advisors, Inc. | 3,925 | $210.0K | 0.02% | +3,846+4,868.4% | Added |
| Skylands Capital, LLC | 4,000 | $214.0K | 0.03% | 00.0% | Unchanged |
| Corebridge Financial, Inc. | 4,041 | $216.2K | 0.00% | +4,041 | New |
| Synergy Financial Group, LTD | 4,120 | $220.4K | 0.23% | +331+8.7% | Added |
| United Advisor Group, LLC | 4,133 | $221.1K | 0.07% | 00.0% | Unchanged |
| Motley Fool Asset Management LLC | 4,115 | $226.9K | 0.02% | +155+3.9% | Added |
| Optimist Retirement Group LLC | 4,255 | $227.6K | 0.12% | +227+5.6% | Added |
| Triumph Capital Management | 4,263 | $228.1K | 0.09% | +60+1.4% | Added |
| Sovereign Financial Group, Inc. | 4,303 | $230.2K | 0.06% | +374+9.5% | Added |
| GFG Capital, LLC | 4,325 | $231.4K | 0.06% | 00.0% | Unchanged |
| DMG Group, LLC | 4,360 | $233.3K | 0.20% | +378+9.5% | Added |
| Impact Partnership Wealth, LLC | 4,395 | $235.1K | 0.06% | +2,284+108.2% | Added |
| Griffin Asset Management, Inc. | 4,450 | $238.1K | 0.03% | 00.0% | Unchanged |
| Silvant Capital Management LLC | 4,461 | $238.7K | 0.01% | −59−1.3% | Reduced |
| Kingswood Wealth Advisors, LLC | 4,509 | $241.2K | 0.02% | −108−2.3% | Reduced |
| RSM US Wealth Management LLC | 4,426 | $241.7K | 0.00% | +4,426 | New |
| Sigma Planning Corp | 4,597 | $245.9K | 0.01% | −400−8.0% | Reduced |
| Pingora Partners LLC | 4,600 | $246.1K | 0.17% | 00.0% | Unchanged |
| Allspring Global Investments Holdings, LLC | 4,606 | $246.4K | 0.00% | −512−10.0% | Reduced |
| Vestcor Inc | 4,619 | $247.0K | 0.01% | 00.0% | Unchanged |
| Bourgeon Capital Management LLC | 4,751 | $254.2K | 0.05% | +4,751 | New |
| Flagship Harbor Advisors, LLC | 4,852 | $259.6K | 0.02% | −4,733−49.4% | Reduced |
| Clear Creek Financial Management, LLC | 4,878 | $261.0K | 0.03% | −1,598−24.7% | Reduced |
| TownSquare Capital, LLC | 4,920 | $263.2K | 0.00% | +4,920 | New |
| Oppenheimer Asset Management Inc. | 4,961 | $265.4K | 0.00% | +741+17.6% | Added |
| Americana Partners, LLC | 4,964 | $265.6K | 0.02% | −428−7.9% | Reduced |
| Integrated Wealth Concepts LLC | 4,990 | $267.0K | 0.00% | +15+0.3% | Added |
| Obermeyer Wood Investment Counsel, LLLP | 5,000 | $267.5K | 0.02% | 00.0% | Unchanged |
| Walleye Trading LLC | 5,000 | $267.5K | 0.01% | +5,000 | New |
| Pinnacle Associates Ltd | 5,009 | $268.0K | 0.00% | −1,630−24.6% | Reduced |
| B. Metzler seel. Sohn & Co. AG | 5,025 | $268.8K | 0.00% | +147+3.0% | Added |
| Legacy Financial Advisors, Inc. | 5,058 | $270.6K | 0.05% | −10−0.2% | Reduced |
| Independent Advisor Alliance | 5,076 | $271.6K | 0.01% | −4,174−45.1% | Reduced |
| American Trust | 5,250 | $280.9K | 0.02% | +5,250 | New |
| Palogic Value Management, L.P. | 5,287 | $282.9K | 0.12% | +193+3.8% | Added |
| Vident Advisory, LLC | 5,536 | $296.2K | 0.01% | +1,051+23.4% | Added |
| Bristlecone Advisors, LLC | 5,557 | $297.3K | 0.03% | 00.0% | Unchanged |
| Loomis Sayles & Co L P | 5,567 | $298.0K | 0.00% | +1,691+43.6% | Added |
| Jones Financial Companies LLLP | 5,581 | $298.6K | 0.00% | +3,956+243.4% | Added |
| Western Wealth Management, LLC | 5,588 | $299.0K | 0.02% | −157−2.7% | Reduced |
| Venturi Wealth Management, LLC | 5,608 | $300.0K | 0.02% | −4,406−44.0% | Reduced |
| FinTrust Capital Advisors, LLC | 5,692 | $304.5K | 0.06% | −54−0.9% | Reduced |
| Kestra Private Wealth Services, LLC | 5,770 | $308.7K | 0.01% | −464−7.4% | Reduced |
| Meiji Yasuda Life Insurance Co | 5,876 | $314.4K | 0.01% | −1,720−22.6% | Reduced |
| Gries Financial LLC | 5,907 | $316.0K | 0.06% | −594−9.1% | Reduced |
| Beacon Pointe Advisors, LLC | 5,937 | $317.6K | 0.00% | +91+1.6% | Added |
| Regions Financial Corp | 5,962 | $319.0K | 0.00% | −31,989−84.3% | Reduced |
| Kapitalo Investimentos Ltda | 5,985 | $320.2K | 0.10% | +5,985 | New |
| Centaurus Financial, Inc. | 5,995 | $321.0K | 0.02% | −1,970−24.7% | Reduced |
| Natixis | 6,024 | $322.3K | 0.00% | −125,380−95.4% | Reduced |
| Bank Julius Baer & Co. Ltd, Zurich | 5,427 | $323.1K | 0.00% | −2,633−32.7% | Reduced |
| Tower Research Capital LLC (TRC) | 6,188 | $331.1K | 0.01% | +4,988+415.7% | Added |
| IPG Investment Advisors LLC | 6,225 | $333.0K | 0.07% | +1,000+19.1% | Added |
| Jackson Creek Investment Advisors LLC | 6,324 | $338.0K | 0.12% | −375−5.6% | Reduced |
| Ostrum Asset Management | 6,444 | $344.8K | 0.03% | −502−7.2% | Reduced |
| Comprehensive Financial Management LLC | 6,593 | $352.7K | 0.01% | 00.0% | Unchanged |
| Essex Financial Services, Inc. | 6,846 | $356.7K | 0.03% | +3,242+90.0% | Added |
| Wealthspire Advisors, LLC | 6,670 | $356.8K | 0.00% | +6,670 | New |
| StoneX Group Inc. | 6,749 | $361.1K | 0.03% | +6,749 | New |
| Bennett Selby Investments LP | 6,892 | $368.7K | 0.17% | −261−3.6% | Reduced |
| CIBC Asset Management Inc | 6,921 | $370.3K | 0.00% | +380+5.8% | Added |
| Capula Management Ltd | 7,000 | $374.5K | 0.00% | +2,082+42.3% | Added |
| Essex LLC | 7,073 | $378.4K | 0.08% | −57−0.8% | Reduced |
| Tokio Marine Asset Management Co Ltd | 7,077 | $378.6K | 0.02% | 00.0% | Unchanged |
| Axiom Advisory, LLC | 6,741 | $380.2K | 0.00% | +6,741 | New |
| Citizens Financial Group Inc | 7,129 | $381.4K | 0.01% | +1,278+21.8% | Added |
| Teza Capital Management LLC | 7,210 | $385.7K | 0.05% | −28,747−79.9% | Reduced |
| Formidable Asset Management, LLC | 7,243 | $387.5K | 0.06% | +2,517+53.3% | Added |
| Prosperity Wealth Management, Inc. | 7,250 | $387.9K | 0.19% | +1,480+25.6% | Added |
| DC Investments Management, LLC | 7,279 | $389.4K | 0.33% | 00.0% | Unchanged |
| MML Investors Services, LLC | 7,496 | $401.0K | 0.00% | −510−6.4% | Reduced |
| iA Global Asset Management Inc. | 7,516 | $402.0K | 0.01% | −1,978−20.8% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 7,612 | $402.6K | 0.02% | +7,612 | New |
| International Assets Investment Management, LLC | 7,619 | $407.6K | 0.04% | −110−1.4% | Reduced |
| Telos Capital Management, Inc. | 7,622 | $407.8K | 0.05% | −375−4.7% | Reduced |
| PFG Investments, LLC | 7,711 | $412.5K | 0.03% | −6,908−47.3% | Reduced |
| Gilbert & Cook, Inc. | 7,756 | $414.9K | 0.06% | −819−9.6% | Reduced |
| Leonteq Securities AG | 7,779 | $416.2K | 0.06% | −1,651−17.5% | Reduced |
| J.W. Cole Advisors, Inc. | 7,791 | $416.8K | 0.02% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 7,820 | $418.4K | 0.00% | −2,014−20.5% | Reduced |
| Ridgewood Investments LLC | 7,885 | $421.8K | 0.21% | −1,653−17.3% | Reduced |
| Beck Capital Management, LLC | 7,938 | $424.7K | 0.12% | +7,938 | New |
| Moran Wealth Management, LLC | 7,978 | $426.8K | 0.01% | +2,740+52.3% | Added |
| Rodgers Brothers Inc. | 7,990 | $427.5K | 0.06% | −50−0.6% | Reduced |
| Pzena Investment Management LLC | 8,114 | $434.1K | 0.00% | +2,541+45.6% | Added |
| State of Alaska, Department of Revenue | 8,165 | $436.0K | 0.00% | −350−4.1% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 8,213 | $439.4K | 0.00% | +2,925+55.3% | Added |
| BNP Paribas | 8,300 | $443.7K | 0.02% | 00.0% | Unchanged |
| Garde Capital, Inc. | 8,386 | $449.0K | 0.03% | 00.0% | Unchanged |