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 8 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 |
|---|---|---|---|---|---|
| Wealthspire Advisors, LLC | 6,670 | $356.8K | 0.00% | +6,670 | New |
| Essex Financial Services, Inc. | 6,846 | $356.7K | 0.03% | +3,242+90.0% | Added |
| Comprehensive Financial Management LLC | 6,593 | $352.7K | 0.01% | 00.0% | Unchanged |
| Ostrum Asset Management | 6,444 | $344.8K | 0.03% | −502−7.2% | Reduced |
| Jackson Creek Investment Advisors LLC | 6,324 | $338.0K | 0.12% | −375−5.6% | Reduced |
| IPG Investment Advisors LLC | 6,225 | $333.0K | 0.07% | +1,000+19.1% | Added |
| Tower Research Capital LLC (TRC) | 6,188 | $331.1K | 0.01% | +4,988+415.7% | Added |
| Bank Julius Baer & Co. Ltd, Zurich | 5,427 | $323.1K | 0.00% | −2,633−32.7% | Reduced |
| Natixis | 6,024 | $322.3K | 0.00% | −125,380−95.4% | Reduced |
| Centaurus Financial, Inc. | 5,995 | $321.0K | 0.02% | −1,970−24.7% | Reduced |
| Kapitalo Investimentos Ltda | 5,985 | $320.2K | 0.10% | +5,985 | New |
| Regions Financial Corp | 5,962 | $319.0K | 0.00% | −31,989−84.3% | Reduced |
| Beacon Pointe Advisors, LLC | 5,937 | $317.6K | 0.00% | +91+1.6% | Added |
| Gries Financial LLC | 5,907 | $316.0K | 0.06% | −594−9.1% | Reduced |
| Meiji Yasuda Life Insurance Co | 5,876 | $314.4K | 0.01% | −1,720−22.6% | Reduced |
| Kestra Private Wealth Services, LLC | 5,770 | $308.7K | 0.01% | −464−7.4% | Reduced |
| FinTrust Capital Advisors, LLC | 5,692 | $304.5K | 0.06% | −54−0.9% | Reduced |
| Venturi Wealth Management, LLC | 5,608 | $300.0K | 0.02% | −4,406−44.0% | Reduced |
| Western Wealth Management, LLC | 5,588 | $299.0K | 0.02% | −157−2.7% | Reduced |
| Jones Financial Companies LLLP | 5,581 | $298.6K | 0.00% | +3,956+243.4% | Added |
| Loomis Sayles & Co L P | 5,567 | $298.0K | 0.00% | +1,691+43.6% | Added |
| Bristlecone Advisors, LLC | 5,557 | $297.3K | 0.03% | 00.0% | Unchanged |
| Vident Advisory, LLC | 5,536 | $296.2K | 0.01% | +1,051+23.4% | Added |
| Palogic Value Management, L.P. | 5,287 | $282.9K | 0.12% | +193+3.8% | Added |
| American Trust | 5,250 | $280.9K | 0.02% | +5,250 | New |
| Independent Advisor Alliance | 5,076 | $271.6K | 0.01% | −4,174−45.1% | Reduced |
| Legacy Financial Advisors, Inc. | 5,058 | $270.6K | 0.05% | −10−0.2% | Reduced |
| B. Metzler seel. Sohn & Co. AG | 5,025 | $268.8K | 0.00% | +147+3.0% | Added |
| Pinnacle Associates Ltd | 5,009 | $268.0K | 0.00% | −1,630−24.6% | Reduced |
| 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 |
| Integrated Wealth Concepts LLC | 4,990 | $267.0K | 0.00% | +15+0.3% | Added |
| Americana Partners, LLC | 4,964 | $265.6K | 0.02% | −428−7.9% | Reduced |
| Oppenheimer Asset Management Inc. | 4,961 | $265.4K | 0.00% | +741+17.6% | Added |
| TownSquare Capital, LLC | 4,920 | $263.2K | 0.00% | +4,920 | New |
| Clear Creek Financial Management, LLC | 4,878 | $261.0K | 0.03% | −1,598−24.7% | Reduced |
| Flagship Harbor Advisors, LLC | 4,852 | $259.6K | 0.02% | −4,733−49.4% | Reduced |
| Bourgeon Capital Management LLC | 4,751 | $254.2K | 0.05% | +4,751 | New |
| Vestcor Inc | 4,619 | $247.0K | 0.01% | 00.0% | Unchanged |
| Allspring Global Investments Holdings, LLC | 4,606 | $246.4K | 0.00% | −512−10.0% | Reduced |
| Pingora Partners LLC | 4,600 | $246.1K | 0.17% | 00.0% | Unchanged |
| Sigma Planning Corp | 4,597 | $245.9K | 0.01% | −400−8.0% | Reduced |
| RSM US Wealth Management LLC | 4,426 | $241.7K | 0.00% | +4,426 | New |
| Kingswood Wealth Advisors, LLC | 4,509 | $241.2K | 0.02% | −108−2.3% | Reduced |
| Silvant Capital Management LLC | 4,461 | $238.7K | 0.01% | −59−1.3% | Reduced |
| Griffin Asset Management, Inc. | 4,450 | $238.1K | 0.03% | 00.0% | Unchanged |
| Impact Partnership Wealth, LLC | 4,395 | $235.1K | 0.06% | +2,284+108.2% | Added |
| DMG Group, LLC | 4,360 | $233.3K | 0.20% | +378+9.5% | Added |
| GFG Capital, LLC | 4,325 | $231.4K | 0.06% | 00.0% | Unchanged |
| Sovereign Financial Group, Inc. | 4,303 | $230.2K | 0.06% | +374+9.5% | Added |
| Triumph Capital Management | 4,263 | $228.1K | 0.09% | +60+1.4% | Added |
| Optimist Retirement Group LLC | 4,255 | $227.6K | 0.12% | +227+5.6% | Added |
| Motley Fool Asset Management LLC | 4,115 | $226.9K | 0.02% | +155+3.9% | Added |
| United Advisor Group, LLC | 4,133 | $221.1K | 0.07% | 00.0% | Unchanged |
| Synergy Financial Group, LTD | 4,120 | $220.4K | 0.23% | +331+8.7% | Added |
| Corebridge Financial, Inc. | 4,041 | $216.2K | 0.00% | +4,041 | New |
| Skylands Capital, LLC | 4,000 | $214.0K | 0.03% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 3,925 | $210.0K | 0.02% | +3,846+4,868.4% | Added |
| Banque Cantonale Vaudoise | 3,892 | $208.0K | 0.01% | −36,341−90.3% | Reduced |
| Cary Street Partner Investment Advisory LLC | 3,864 | $206.7K | 0.01% | +174+4.7% | Added |
| Claret Asset Management Corp | 3,819 | $204.0K | 0.04% | +3,819 | New |
| Atomi Financial Group, Inc. | 3,811 | $203.9K | 0.02% | +3,811 | New |
| Two Sigma Securities, LLC | 3,806 | $203.6K | 0.01% | +3,806 | New |
| Stephens Inc | 3,786 | $202.6K | 0.00% | +271+7.7% | Added |
| Aspen Investment Management Inc | 3,750 | $201.0K | 0.10% | −59−1.5% | Reduced |
| Ossiam | 3,653 | $195.4K | 0.00% | +124+3.5% | Added |
| Geneos Wealth Management Inc. | 3,469 | $185.6K | 0.01% | +25+0.7% | Added |
| MUFG Securities EMEA plc | 3,416 | $182.8K | 0.01% | −7,040−67.3% | Reduced |
| Sunbelt Securities, Inc. | 3,412 | $182.5K | 0.02% | 00.0% | Unchanged |
| Twin Lakes Capital Management, LLC | 3,274 | $175.2K | 0.12% | 00.0% | Unchanged |
| Simplex Trading, LLC | 3,223 | $172.0K | 0.01% | −677−17.4% | Reduced |
| Royal Fund Management, LLC | 3,200 | $171.2K | 0.02% | +400+14.3% | Added |
| US Bancorp | 3,163 | $169.2K | 0.00% | −1,107−25.9% | Reduced |
| Farther Finance Advisors, LLC | 3,049 | $168.1K | 0.01% | −134−4.2% | Reduced |
| Covestor Ltd | 3,124 | $167.0K | 0.11% | +790+33.8% | Added |
| Knights of Columbus Asset Advisors LLC | 3,021 | $161.6K | 0.01% | 00.0% | Unchanged |
| Mirae Asset Global Investments Co., Ltd. | 3,053 | $160.9K | 0.00% | +3,053 | New |
| V-Square Quantitative Management LLC | 2,847 | $152.3K | 0.02% | +582+25.7% | Added |
| Benjamin F. Edwards & Company, Inc. | 2,847 | $152.0K | 0.00% | −395−12.2% | Reduced |
| Picton Mahoney Asset Management | 2,786 | $150.0K | 0.01% | +2,786 | New |
| Rakuten Investment Management, Inc. | 2,825 | $148.8K | 0.00% | +1,060+60.1% | Added |
| Parallel Advisors, LLC | 2,493 | $133.4K | 0.00% | −3,604−59.1% | Reduced |
| Caz Investments LP | 2,000 | $107.0K | 0.16% | 00.0% | Unchanged |
| Allianz SE | 1,999 | $106.9K | 0.00% | −563−22.0% | Reduced |
| Principal Securities, Inc. | 1,667 | $89.2K | 0.00% | −228−12.0% | Reduced |
| Signaturefd, LLC | 1,619 | $86.6K | 0.00% | −130−7.4% | Reduced |
| EverSource Wealth Advisors, LLC | 1,545 | $85.7K | 0.01% | +263+20.5% | Added |
| Versant Capital Management, Inc | 1,433 | $76.7K | 0.02% | +843+142.9% | Added |
| Whittier Trust Co of Nevada Inc | 1,393 | $74.5K | 0.00% | +23+1.7% | Added |
| C M Bidwell & Associates Ltd | 1,380 | $73.8K | 0.05% | 00.0% | Unchanged |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 1,354 | $72.4K | 0.02% | +1,354 | New |
| Horizon Investments, LLC | 1,348 | $72.1K | 0.00% | +154+12.9% | Added |
| CIBC Private Wealth Group, LLC | 1,191 | $64.1K | 0.00% | −526−30.6% | Reduced |
| First Pacific Financial | 1,092 | $58.4K | 0.02% | 00.0% | Unchanged |
| Global Trust Asset Management, LLC | 1,088 | $58.2K | 0.02% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 1,014 | $54.2K | 0.00% | −151−13.0% | Reduced |
| Harbor Investment Advisory, LLC | 1,012 | $54.1K | 0.01% | +2+0.2% | Added |
| West Tower Group, LLC | 1,000 | $53.5K | 0.14% | −500−33.3% | Reduced |
| Quarry LP | 989 | $52.9K | 0.02% | +989 | New |
| Harbour Investments, Inc. | 983 | $52.6K | 0.00% | +82+9.1% | Added |