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 |
|---|---|---|---|---|---|
| Financial Perspectives, Inc | 981 | $52.5K | 0.02% | 00.0% | Unchanged |
| nVerses Capital, LLC | 900 | $48.1K | 0.03% | +900 | New |
| City State Bank | 899 | $48.1K | 0.02% | −100−10.0% | Reduced |
| Ci Investments Inc. | 893 | $48.0K | 0.00% | +496+124.9% | Added |
| Huntington National Bank | 883 | $47.2K | 0.00% | −144−14.0% | Reduced |
| Allworth Financial LP | 839 | $46.9K | 0.00% | −801−48.8% | Reduced |
| Coppell Advisory Solutions LLC | 769 | $41.1K | 0.01% | +769 | New |
| Rakuten Securities, Inc. | 742 | $39.7K | 0.02% | −731−49.6% | Reduced |
| Beacon Capital Management, LLC | 721 | $38.6K | 0.01% | +10+1.4% | Added |
| Whittier Trust Co | 715 | $38.3K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 712 | $38.1K | 0.00% | +27+3.9% | Added |
| Global Retirement Partners, LLC | 689 | $36.9K | 0.00% | −9−1.3% | Reduced |
| Virtus Fund Advisers, LLC | 688 | $36.8K | 0.15% | +45+7.0% | Added |
| Mather Group, LLC. | 577 | $34.4K | 0.00% | +564+4,338.5% | Added |
| TD Waterhouse Canada Inc. | 609 | $33.6K | 0.00% | −672−52.5% | Reduced |
| Register Financial Advisors LLC | 620 | $33.2K | 0.02% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 600 | $32.1K | 0.01% | −200−25.0% | Reduced |
| Migdal Insurance & Financial Holdings Ltd. | 602 | $32.0K | 0.00% | −257−29.9% | Reduced |
| State of Wyoming | 568 | $30.4K | 0.01% | −1,042−64.7% | Reduced |
| Capital Advisors, Ltd. LLC | 558 | $30.0K | 0.00% | 00.0% | Unchanged |
| ZynergyRetirementPlanningLLC | 557 | $29.8K | 0.02% | +557 | New |
| Wolff Wiese Magana LLC | 550 | $29.4K | 0.02% | −129−19.0% | Reduced |
| Capital Analysts, LLC | 529 | $28.0K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 515 | $27.6K | 0.00% | +300+139.5% | Added |
| Massmutual Trust Co FSB | 510 | $27.3K | 0.00% | +500+5,000.0% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 501 | $26.8K | 0.00% | −42−7.7% | Reduced |
| Great Lakes Retirement, Inc. | 500 | $26.8K | 0.00% | +500 | New |
| Rise Advisors, LLC | 496 | $26.5K | 0.01% | 00.0% | Unchanged |
| Bank & Trust Co | 443 | $23.7K | 0.02% | +443 | New |
| Lindbrook Capital, LLC | 440 | $23.5K | 0.00% | +14+3.3% | Added |
| North Star Investment Management Corp. | 406 | $21.7K | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 405 | $21.7K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 435 | $21.6K | 0.01% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 385 | $20.6K | 0.01% | +385 | New |
| Ancora Advisors, LLC | 385 | $20.6K | 0.00% | 00.0% | Unchanged |
| Performa Ltd (US), LLC | 360 | $19.3K | 0.01% | 00.0% | Unchanged |
| Tyler-Stone Wealth Management | 355 | $19.0K | 0.01% | 00.0% | Unchanged |
| Innealta Capital, LLC | 337 | $18.0K | 0.01% | +337 | New |
| Institutional & Family Asset Management, LLC | 334 | $17.9K | 0.00% | −7−2.1% | Reduced |
| Quent Capital, LLC | 333 | $17.8K | 0.00% | 00.0% | Unchanged |
| 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 |
| WR Wealth Planners, LLC | 281 | $15.0K | 0.00% | −73−20.6% | Reduced |
| Hantz Financial Services, Inc. | 283 | $15.0K | 0.00% | −556−66.3% | Reduced |
| Activest Wealth Management | 269 | $14.4K | 0.00% | 00.0% | Unchanged |
| CarsonAllaria Wealth Management, Ltd. | 255 | $13.6K | 0.01% | 00.0% | Unchanged |
| CNB Bank | 246 | $13.2K | 0.01% | −534−68.5% | Reduced |
| GAMMA Investing LLC | 243 | $13.0K | 0.00% | +116+91.3% | Added |
| PSI Advisors, LLC | 239 | $12.8K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 239 | $12.8K | 0.00% | −13−5.2% | Reduced |
| CVA Family Office, LLC | 235 | $12.6K | 0.00% | +23+10.8% | Added |
| Adirondack Trust Co | 235 | $12.6K | 0.01% | 00.0% | Unchanged |
| Strategic Investment Solutions, Inc. | 225 | $12.5K | 0.00% | +225 | New |
| Grove Bank & Trust | 232 | $12.4K | 0.00% | −188−44.8% | Reduced |
| Cedar Wealth Management, LLC | 214 | $11.4K | 0.00% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 203 | $10.9K | 0.00% | −14−6.5% | Reduced |
| 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 |
| Main Street Group, LTD | 185 | $10.2K | 0.00% | 00.0% | Unchanged |
| GoalVest Advisory LLC | 181 | $9.68K | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 171 | $9.15K | 0.00% | +171 | New |
| GPS Wealth Strategies Group, LLC | 169 | $9.04K | 0.00% | +28+19.9% | Added |
| Smartleaf Asset Management LLC | 171 | $9.01K | 0.00% | +157+1,121.4% | Added |
| NewSquare Capital LLC | 153 | $8.19K | 0.00% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 150 | $8.03K | 0.00% | 00.0% | Unchanged |
| Partnership Wealth Management, LLC | 150 | $8.03K | 0.01% | 00.0% | Unchanged |
| Planning Capital Management Corp | 150 | $8.03K | 0.01% | 00.0% | Unchanged |
| Householder Group Estate & Retirement Specialist, LLC | 156 | $8.00K | 0.00% | +12+8.3% | Added |
| Larson Financial Group LLC | 149 | $7.97K | 0.00% | +30+25.2% | Added |
| Pacifica Partners Inc. | 145 | $7.85K | 0.00% | 00.0% | Unchanged |
| Opal Wealth Advisors, LLC | 141 | $7.54K | 0.00% | +141 | New |
| IAG Wealth Partners, LLC | 140 | $7.49K | 0.00% | 00.0% | Unchanged |
| Exchange Traded Concepts, LLC | 138 | $7.38K | 0.00% | −6,396−97.9% | Reduced |
| ORG Partners LLC | 131 | $7.22K | 0.00% | +131 | New |
| Financial Management Professionals, Inc. | 129 | $7.00K | 0.00% | 00.0% | Unchanged |
| Ashburton (Jersey) Ltd | 133 | $7.00K | 0.00% | +133 | New |
| Strengthening Families & Communities, LLC | 126 | $7.00K | 0.00% | +126 | New |
| Macroview Investment Management LLC | 127 | $6.79K | 0.01% | 00.0% | Unchanged |
| Asset Dedication, LLC | 122 | $6.53K | 0.00% | +69+130.2% | Added |
| Salem Investment Counselors Inc | 118 | $6.31K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 115 | $6.15K | 0.00% | −1,220−91.4% | Reduced |
| Ronald Blue Trust, Inc. | 102 | $6.07K | 0.00% | +102 | New |
| SYSTM Wealth Solutions LLC | 113 | $6.05K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Advisors | 110 | $5.88K | 0.00% | −51−31.7% | Reduced |
| Bogart Wealth, LLC | 108 | $5.78K | 0.00% | −131−54.8% | Reduced |
| Parkside Financial Bank & Trust | 107 | $5.72K | 0.00% | +16+17.6% | Added |
| PFS Partners, LLC | 105 | $5.62K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 100 | $5.35K | 0.00% | 00.0% | Unchanged |
| Addison Advisors LLC | 100 | $5.35K | 0.00% | 00.0% | Unchanged |
| Nordwand Advisors, LLC | 100 | $5.35K | 0.00% | 00.0% | Unchanged |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 100 | $5.35K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 99 | $5.30K | 0.00% | −3−2.9% | Reduced |
| Valley National Advisers Inc | 108 | $5.00K | 0.00% | −10−8.5% | Reduced |
| TSFG, LLC | 92 | $5.00K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 100 | $5.00K | 0.00% | +91+1,011.1% | Added |