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 |
|---|---|---|---|---|---|
| Smith Group Asset Management, LLC | 14,630 | $782.7K | 0.07% | +14,630 | New |
| Atria Wealth Solutions, Inc. | 14,603 | $781.3K | 0.01% | +2,507+20.7% | Added |
| MBB Public Markets I LLC | 14,600 | $781.1K | 0.02% | +14,600 | New |
| Cannon Global Investment Management, LLC | 14,300 | $765.0K | 3.56% | +14,300 | New |
| Mercer Global Advisors Inc | 14,238 | $761.7K | 0.00% | −1,989−12.3% | Reduced |
| Point72 (DIFC) Ltd | 14,137 | $756.3K | 0.07% | +14,137 | New |
| UniSuper Management Pty Ltd | 14,100 | $754.4K | 0.01% | +11,200+386.2% | Added |
| Amalgamated Bank | 13,729 | $735.0K | 0.01% | −89−0.6% | Reduced |
| Creative Planning | 13,687 | $732.3K | 0.00% | +1,157+9.2% | Added |
| MAI Capital Management | 13,348 | $714.1K | 0.01% | −433−3.1% | Reduced |
| Linden Thomas Advisory Services, LLC | 13,290 | $711.0K | 0.11% | +1,896+16.6% | Added |
| Brighton Jones LLC | 13,259 | $709.4K | 0.02% | −244−1.8% | Reduced |
| Diversified Trust Co | 13,133 | $702.6K | 0.02% | +1,979+17.7% | Added |
| MetLife Investment Management | 13,058 | $698.6K | 0.00% | +755+6.1% | Added |
| Csenge Advisory Group | 12,945 | $692.6K | 0.04% | +12,945 | New |
| Profund Advisors LLC | 12,879 | $689.0K | 0.03% | −9,885−43.4% | Reduced |
| Lecap Asset Management Ltd | 12,821 | $685.9K | 0.15% | −20,233−61.2% | Reduced |
| Green Alpha Advisors, LLC | 12,776 | $683.5K | 0.55% | −707−5.2% | Reduced |
| Merit Financial Group, LLC | 12,500 | $668.8K | 0.01% | −84−0.7% | Reduced |
| Summit Trail Advisors, LLC | 12,445 | $665.8K | 0.02% | +154+1.3% | Added |
| Patten & Patten Inc | 12,210 | $653.2K | 0.05% | −325−2.6% | Reduced |
| Bokf, NA | 12,064 | $645.4K | 0.01% | −763−5.9% | Reduced |
| Sumitomo Mitsui Financial Group, Inc. | 11,884 | $626.2K | 0.02% | 00.0% | Unchanged |
| Delap Wealth Advisory, LLC | 11,488 | $614.6K | 0.28% | +1,089+10.5% | Added |
| Landscape Capital Management, L.L.C. | 11,406 | $610.2K | 0.05% | 00.0% | Unchanged |
| Davenport & Co LLC | 11,333 | $606.3K | 0.00% | +337+3.1% | Added |
| Schonfeld Strategic Advisors LLC | 11,179 | $598.1K | 0.00% | −191,914−94.5% | Reduced |
| CIBC World Markets Corp | 11,076 | $592.6K | 0.00% | +2,727+32.7% | Added |
| Guggenheim Capital LLC | 11,030 | $590.1K | 0.00% | +25+0.2% | Added |
| NewEdge Wealth, LLC | 10,829 | $579.4K | 0.01% | +77+0.7% | Added |
| Bank of Nova Scotia | 10,756 | $575.4K | 0.00% | +6,159+134.0% | Added |
| SeaCrest Wealth Management, LLC | 10,739 | $574.5K | 0.07% | −588−5.2% | Reduced |
| Summit Global Investments | 10,730 | $574.0K | 0.04% | −5,642−34.5% | Reduced |
| Janus Henderson Group PLC | 10,712 | $573.1K | 0.00% | −6,544−37.9% | Reduced |
| Kerrisdale Advisers, LLC | 10,655 | $570.0K | 0.18% | 00.0% | Unchanged |
| Quest Partners LLC | 10,555 | $564.7K | 0.08% | +9,605+1,011.1% | Added |
| Aspiriant, LLC | 10,547 | $564.3K | 0.02% | −30.0% | Reduced |
| Hillsdale Investment Management Inc. | 10,540 | $563.9K | 0.04% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 10,424 | $557.7K | 0.00% | +4,865+87.5% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 10,312 | $551.7K | 0.02% | −60−0.6% | Reduced |
| Simplicity Wealth,LLC | 10,180 | $544.6K | 0.01% | +43+0.4% | Added |
| M&T Bank Corp | 10,139 | $542.3K | 0.00% | −1,012−9.1% | Reduced |
| Affinity Investment Advisors, LLC | 10,113 | $541.0K | 0.41% | +10,113 | New |
| D.A. Davidson & Co. | 10,107 | $540.7K | 0.00% | +22+0.2% | Added |
| JustInvest LLC | 10,080 | $539.3K | 0.01% | +286+2.9% | Added |
| Quattro Financial Advisors LLC | 10,000 | $535.0K | 0.14% | 00.0% | Unchanged |
| Hilltop Holdings Inc. | 9,948 | $532.2K | 0.06% | −925−8.5% | Reduced |
| Wealth Management Associates, Inc. | 9,875 | $528.3K | 0.25% | 00.0% | Unchanged |
| Financial Advocates Investment Management | 9,796 | $524.1K | 0.03% | −1,314−11.8% | Reduced |
| Prairie Wealth Advisors, Inc. | 9,664 | $517.0K | 0.26% | −1,159−10.7% | Reduced |
| Commerce Bank | 9,511 | $508.8K | 0.00% | +341+3.7% | Added |
| Independent Financial Group, LLC | 9,510 | $508.8K | 0.02% | −461−4.6% | Reduced |
| Unique Wealth Strategies, LLC | 8,299 | $494.2K | 0.23% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 9,223 | $493.4K | 0.00% | −455−4.7% | Reduced |
| RMR Wealth Builders | 9,175 | $490.9K | 0.06% | 00.0% | Unchanged |
| Truist Financial Corp | 9,138 | $488.9K | 0.00% | +1,399+18.1% | Added |
| Bollard Group LLC | 9,053 | $484.0K | 0.01% | 00.0% | Unchanged |
| GWM Advisors LLC | 8,971 | $480.0K | 0.00% | −1,688−15.8% | 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 |
| Boston Partners | 8,807 | $471.2K | 0.00% | −4,901−35.8% | Reduced |
| Intellectus Partners, LLC | 8,772 | $469.3K | 0.13% | −954−9.8% | Reduced |
| Wolverine Trading, LLC | 8,745 | $467.9K | 0.01% | −14,049−61.6% | Reduced |
| Atria Investments LLC | 8,740 | $467.6K | 0.01% | +8,740 | New |
| Marex Group plc | 8,674 | $464.1K | 0.01% | −2,793−24.4% | Reduced |
| National Asset Management, Inc. | 8,529 | $456.3K | 0.01% | −5,363−38.6% | Reduced |
| 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 |
| O'Shaughnessy Asset Management, LLC | 8,404 | $449.6K | 0.00% | +1,239+17.3% | Added |
| Garde Capital, Inc. | 8,386 | $449.0K | 0.03% | 00.0% | Unchanged |
| BNP Paribas | 8,300 | $443.7K | 0.02% | 00.0% | Unchanged |
| Wealth Enhancement Advisory Services, LLC | 8,213 | $439.4K | 0.00% | +2,925+55.3% | Added |
| State of Alaska, Department of Revenue | 8,165 | $436.0K | 0.00% | −350−4.1% | Reduced |
| Pzena Investment Management LLC | 8,114 | $434.1K | 0.00% | +2,541+45.6% | Added |
| Rodgers Brothers Inc. | 7,990 | $427.5K | 0.06% | −50−0.6% | Reduced |
| Moran Wealth Management, LLC | 7,978 | $426.8K | 0.01% | +2,740+52.3% | Added |
| Beck Capital Management, LLC | 7,938 | $424.7K | 0.12% | +7,938 | New |
| Ridgewood Investments LLC | 7,885 | $421.8K | 0.21% | −1,653−17.3% | Reduced |
| Steward Partners Investment Advisory, LLC | 7,820 | $418.4K | 0.00% | −2,014−20.5% | Reduced |
| J.W. Cole Advisors, Inc. | 7,791 | $416.8K | 0.02% | 00.0% | Unchanged |
| Leonteq Securities AG | 7,779 | $416.2K | 0.06% | −1,651−17.5% | Reduced |
| Gilbert & Cook, Inc. | 7,756 | $414.9K | 0.06% | −819−9.6% | Reduced |
| PFG Investments, LLC | 7,711 | $412.5K | 0.03% | −6,908−47.3% | Reduced |
| Telos Capital Management, Inc. | 7,622 | $407.8K | 0.05% | −375−4.7% | Reduced |
| International Assets Investment Management, LLC | 7,619 | $407.6K | 0.04% | −110−1.4% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 7,612 | $402.6K | 0.02% | +7,612 | New |
| iA Global Asset Management Inc. | 7,516 | $402.0K | 0.01% | −1,978−20.8% | Reduced |
| MML Investors Services, LLC | 7,496 | $401.0K | 0.00% | −510−6.4% | Reduced |
| DC Investments Management, LLC | 7,279 | $389.4K | 0.33% | 00.0% | Unchanged |
| Prosperity Wealth Management, Inc. | 7,250 | $387.9K | 0.19% | +1,480+25.6% | Added |
| Formidable Asset Management, LLC | 7,243 | $387.5K | 0.06% | +2,517+53.3% | Added |
| Teza Capital Management LLC | 7,210 | $385.7K | 0.05% | −28,747−79.9% | Reduced |
| Citizens Financial Group Inc | 7,129 | $381.4K | 0.01% | +1,278+21.8% | Added |
| Axiom Advisory, LLC | 6,741 | $380.2K | 0.00% | +6,741 | New |
| Tokio Marine Asset Management Co Ltd | 7,077 | $378.6K | 0.02% | 00.0% | Unchanged |
| Essex LLC | 7,073 | $378.4K | 0.08% | −57−0.8% | Reduced |
| Capula Management Ltd | 7,000 | $374.5K | 0.00% | +2,082+42.3% | Added |
| CIBC Asset Management Inc | 6,921 | $370.3K | 0.00% | +380+5.8% | Added |
| Bennett Selby Investments LP | 6,892 | $368.7K | 0.17% | −261−3.6% | Reduced |
| StoneX Group Inc. | 6,749 | $361.1K | 0.03% | +6,749 | New |