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 |
|---|---|---|---|---|---|
| O'Shaughnessy Asset Management, LLC | 8,404 | $449.6K | 0.00% | +1,239+17.3% | Added |
| Kovack Advisors, Inc. | 8,486 | $454.0K | 0.05% | +44+0.5% | Added |
| Rehmann Capital Advisory Group | 8,486 | $454.0K | 0.03% | +99+1.2% | Added |
| National Asset Management, Inc. | 8,529 | $456.3K | 0.01% | −5,363−38.6% | Reduced |
| Marex Group plc | 8,674 | $464.1K | 0.01% | −2,793−24.4% | Reduced |
| Atria Investments LLC | 8,740 | $467.6K | 0.01% | +8,740 | New |
| Wolverine Trading, LLC | 8,745 | $467.9K | 0.01% | −14,049−61.6% | Reduced |
| Intellectus Partners, LLC | 8,772 | $469.3K | 0.13% | −954−9.8% | Reduced |
| Boston Partners | 8,807 | $471.2K | 0.00% | −4,901−35.8% | Reduced |
| Capstone Investment Advisors, LLC | 8,879 | $475.0K | 0.01% | −13,652−60.6% | Reduced |
| Left Brain Wealth Management, LLC | 8,879 | $475.0K | 0.22% | −170−1.9% | Reduced |
| GWM Advisors LLC | 8,971 | $480.0K | 0.00% | −1,688−15.8% | Reduced |
| Bollard Group LLC | 9,053 | $484.0K | 0.01% | 00.0% | Unchanged |
| Truist Financial Corp | 9,138 | $488.9K | 0.00% | +1,399+18.1% | Added |
| RMR Wealth Builders | 9,175 | $490.9K | 0.06% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 9,223 | $493.4K | 0.00% | −455−4.7% | Reduced |
| Unique Wealth Strategies, LLC | 8,299 | $494.2K | 0.23% | 00.0% | Unchanged |
| Independent Financial Group, LLC | 9,510 | $508.8K | 0.02% | −461−4.6% | Reduced |
| Commerce Bank | 9,511 | $508.8K | 0.00% | +341+3.7% | Added |
| Prairie Wealth Advisors, Inc. | 9,664 | $517.0K | 0.26% | −1,159−10.7% | Reduced |
| Financial Advocates Investment Management | 9,796 | $524.1K | 0.03% | −1,314−11.8% | Reduced |
| Wealth Management Associates, Inc. | 9,875 | $528.3K | 0.25% | 00.0% | Unchanged |
| Hilltop Holdings Inc. | 9,948 | $532.2K | 0.06% | −925−8.5% | Reduced |
| Quattro Financial Advisors LLC | 10,000 | $535.0K | 0.14% | 00.0% | Unchanged |
| JustInvest LLC | 10,080 | $539.3K | 0.01% | +286+2.9% | Added |
| D.A. Davidson & Co. | 10,107 | $540.7K | 0.00% | +22+0.2% | Added |
| Affinity Investment Advisors, LLC | 10,113 | $541.0K | 0.41% | +10,113 | New |
| M&T Bank Corp | 10,139 | $542.3K | 0.00% | −1,012−9.1% | Reduced |
| Simplicity Wealth,LLC | 10,180 | $544.6K | 0.01% | +43+0.4% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 10,312 | $551.7K | 0.02% | −60−0.6% | Reduced |
| The PNC Financial Services Group, Inc. | 10,424 | $557.7K | 0.00% | +4,865+87.5% | Added |
| Hillsdale Investment Management Inc. | 10,540 | $563.9K | 0.04% | 00.0% | Unchanged |
| Aspiriant, LLC | 10,547 | $564.3K | 0.02% | −30.0% | Reduced |
| Quest Partners LLC | 10,555 | $564.7K | 0.08% | +9,605+1,011.1% | Added |
| Kerrisdale Advisers, LLC | 10,655 | $570.0K | 0.18% | 00.0% | Unchanged |
| Janus Henderson Group PLC | 10,712 | $573.1K | 0.00% | −6,544−37.9% | Reduced |
| Summit Global Investments | 10,730 | $574.0K | 0.04% | −5,642−34.5% | Reduced |
| SeaCrest Wealth Management, LLC | 10,739 | $574.5K | 0.07% | −588−5.2% | Reduced |
| Bank of Nova Scotia | 10,756 | $575.4K | 0.00% | +6,159+134.0% | Added |
| NewEdge Wealth, LLC | 10,829 | $579.4K | 0.01% | +77+0.7% | Added |
| Guggenheim Capital LLC | 11,030 | $590.1K | 0.00% | +25+0.2% | Added |
| CIBC World Markets Corp | 11,076 | $592.6K | 0.00% | +2,727+32.7% | Added |
| Schonfeld Strategic Advisors LLC | 11,179 | $598.1K | 0.00% | −191,914−94.5% | Reduced |
| Davenport & Co LLC | 11,333 | $606.3K | 0.00% | +337+3.1% | Added |
| Landscape Capital Management, L.L.C. | 11,406 | $610.2K | 0.05% | 00.0% | Unchanged |
| Delap Wealth Advisory, LLC | 11,488 | $614.6K | 0.28% | +1,089+10.5% | Added |
| Sumitomo Mitsui Financial Group, Inc. | 11,884 | $626.2K | 0.02% | 00.0% | Unchanged |
| Bokf, NA | 12,064 | $645.4K | 0.01% | −763−5.9% | Reduced |
| Patten & Patten Inc | 12,210 | $653.2K | 0.05% | −325−2.6% | Reduced |
| Summit Trail Advisors, LLC | 12,445 | $665.8K | 0.02% | +154+1.3% | Added |
| Merit Financial Group, LLC | 12,500 | $668.8K | 0.01% | −84−0.7% | Reduced |
| Green Alpha Advisors, LLC | 12,776 | $683.5K | 0.55% | −707−5.2% | Reduced |
| Lecap Asset Management Ltd | 12,821 | $685.9K | 0.15% | −20,233−61.2% | Reduced |
| Profund Advisors LLC | 12,879 | $689.0K | 0.03% | −9,885−43.4% | Reduced |
| Csenge Advisory Group | 12,945 | $692.6K | 0.04% | +12,945 | New |
| MetLife Investment Management | 13,058 | $698.6K | 0.00% | +755+6.1% | Added |
| Diversified Trust Co | 13,133 | $702.6K | 0.02% | +1,979+17.7% | Added |
| Brighton Jones LLC | 13,259 | $709.4K | 0.02% | −244−1.8% | Reduced |
| Linden Thomas Advisory Services, LLC | 13,290 | $711.0K | 0.11% | +1,896+16.6% | Added |
| MAI Capital Management | 13,348 | $714.1K | 0.01% | −433−3.1% | Reduced |
| Creative Planning | 13,687 | $732.3K | 0.00% | +1,157+9.2% | Added |
| Amalgamated Bank | 13,729 | $735.0K | 0.01% | −89−0.6% | Reduced |
| UniSuper Management Pty Ltd | 14,100 | $754.4K | 0.01% | +11,200+386.2% | Added |
| Point72 (DIFC) Ltd | 14,137 | $756.3K | 0.07% | +14,137 | New |
| Mercer Global Advisors Inc | 14,238 | $761.7K | 0.00% | −1,989−12.3% | Reduced |
| Cannon Global Investment Management, LLC | 14,300 | $765.0K | 3.56% | +14,300 | New |
| MBB Public Markets I LLC | 14,600 | $781.1K | 0.02% | +14,600 | New |
| Atria Wealth Solutions, Inc. | 14,603 | $781.3K | 0.01% | +2,507+20.7% | Added |
| Smith Group Asset Management, LLC | 14,630 | $782.7K | 0.07% | +14,630 | New |
| BI Asset Management Fondsmaeglerselskab A/S | 14,740 | $789.0K | 0.01% | +5,052+52.1% | Added |
| U.S. Capital Wealth Advisors, LLC | 15,053 | $805.3K | 0.03% | −400−2.6% | Reduced |
| Parkwood LLC | 15,323 | $820.0K | 0.10% | +1,530+11.1% | Added |
| Eagle Harbor Asset Management Inc | 15,346 | $821.0K | 0.88% | +107+0.7% | Added |
| Heron Bay Capital Management | 15,586 | $833.9K | 0.18% | +15,586 | New |
| National Bank of Canada | 15,155 | $834.3K | 0.00% | −43−0.3% | Reduced |
| Maryland State Retirement & Pension System | 15,624 | $835.9K | 0.02% | 00.0% | Unchanged |
| Baird Financial Group, Inc. | 15,694 | $839.6K | 0.00% | −18,348−53.9% | Reduced |
| Kestra Advisory Services, LLC | 17,053 | $843.6K | 0.00% | +2,774+19.4% | Added |
| Avantax Advisory Services, Inc. | 16,110 | $861.9K | 0.01% | −63−0.4% | Reduced |
| Ieq Capital, LLC | 16,309 | $872.5K | 0.01% | −158−1.0% | Reduced |
| Daiwa Securities Group Inc. | 16,372 | $876.0K | 0.00% | +700+4.5% | Added |
| Freestone Capital Holdings, LLC | 16,564 | $886.2K | 0.03% | −448−2.6% | Reduced |
| TD Asset Management Inc | 16,612 | $888.7K | 0.00% | +38+0.2% | Added |
| Gulf International Bank (UK) Ltd | 16,939 | $906.0K | 0.02% | 00.0% | Unchanged |
| Audent Global Asset Management, LLC | 16,950 | $906.8K | 0.94% | −3,232−16.0% | Reduced |
| Mariner, LLC | 16,971 | $907.9K | 0.00% | −3,446−16.9% | Reduced |
| Acorn Financial Advisory Services Inc | 17,054 | $912.4K | 0.17% | −455−2.6% | Reduced |
| SG Americas Securities, LLC | 17,311 | $926.0K | 0.01% | −97,966−85.0% | Reduced |
| Resonant Capital Advisors, LLC | 17,359 | $928.7K | 0.08% | +541+3.2% | Added |
| Inspire Advisors, LLC | 17,409 | $931.4K | 0.12% | +5,579+47.2% | Added |
| Baader Bank INC | 17,517 | $937.0K | 0.07% | +2,017+13.0% | Added |
| Sanctuary Advisors, LLC | 16,466 | $941.9K | 0.01% | +16,466 | New |
| Virtus Investment Advisers, Inc. | 17,670 | $945.3K | 0.80% | 00.0% | Unchanged |
| Principal Financial Group Inc | 17,707 | $947.3K | 0.00% | −2,610−12.8% | Reduced |
| Credit Agricole S A | 18,052 | $965.8K | 0.01% | −3,656−16.8% | Reduced |
| GTS Securities LLC | 18,131 | $970.0K | 0.02% | −62,450−77.5% | Reduced |
| Washington Trust Advisors, Inc. | 18,279 | $977.9K | 0.09% | −1,225−6.3% | Reduced |
| New York State Teachers Retirement System | 18,692 | $1.00M | 0.00% | +223+1.2% | Added |
| Elo Mutual Pension Insurance Co | 18,848 | $1.01M | 0.02% | +214+1.1% | Added |
| Investment Management Corp of Ontario | 18,975 | $1.02M | 0.03% | +1,400+8.0% | Added |