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 |
|---|---|---|---|---|---|
| ICA Group Wealth Management, LLC | 90 | $4.82K | 0.00% | −400−81.6% | Reduced |
| Hollencrest Capital Management | 90 | $4.82K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 81 | $4.33K | 0.00% | 00.0% | Unchanged |
| Nemes Rush Group LLC | 81 | $4.33K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 80 | $4.28K | 0.00% | −55−40.7% | Reduced |
| Tidemark, LLC | 79 | $4.23K | 0.00% | −32−28.8% | Reduced |
| McIlrath & Eck, LLC | 75 | $4.01K | 0.00% | 00.0% | Unchanged |
| Abich Financial Wealth Management LLC | 75 | $4.01K | 0.00% | +19+33.9% | Added |
| WealthCollab, LLC | 75 | $4.01K | 0.00% | +75 | New |
| ZRC Wealth Management, LLC | 72 | $3.85K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 66 | $3.53K | 0.00% | +14+26.9% | Added |
| Redwood Wealth Management Group, LLC | 60 | $3.21K | 0.00% | +60 | New |
| NBC Securities, Inc. | 66 | $3.00K | 0.00% | 00.0% | Unchanged |
| Wetzel Investment Advisors, Inc. | 50 | $2.98K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 53 | $2.84K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 52 | $2.78K | 0.00% | 00.0% | Unchanged |
| Creekmur Asset Management LLC | 51 | $2.73K | 0.00% | 00.0% | Unchanged |
| Old Point Trust & Financial Services N A | 50 | $2.67K | 0.00% | 00.0% | Unchanged |
| BFSG, LLC | 50 | $2.67K | 0.00% | 00.0% | Unchanged |
| Flputnam Investment Management Co | 50 | $2.67K | 0.00% | +50 | New |
| First Horizon Advisors, Inc. | 48 | $2.57K | 0.00% | 00.0% | Unchanged |
| Ashton Thomas Private Wealth, LLC | 46 | $2.46K | 0.00% | +46 | New |
| GHP Investment Advisors, Inc. | 44 | $2.35K | 0.00% | 00.0% | Unchanged |
| Gleason Group, Inc. | 44 | $2.35K | 0.00% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 44 | $2.35K | 0.00% | +20+83.3% | Added |
| Westside Investment Management, Inc. | 40 | $2.14K | 0.00% | −12−23.1% | Reduced |
| VisionPoint Advisory Group, LLC | 38 | $2.03K | 0.00% | 00.0% | Unchanged |
| AlphaMark Advisors, LLC | 36 | $2.00K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 37 | $1.98K | 0.00% | +29+362.5% | Added |
| JFS Wealth Advisors, LLC | 31 | $1.66K | 0.00% | +29+1,450.0% | Added |
| Castleview Partners, LLC | 30 | $1.60K | 0.00% | +20+200.0% | Added |
| Anfield Capital Management, LLC | 30 | $1.60K | 0.00% | +30 | New |
| AdvisorNet Financial, Inc | 28 | $1.50K | 0.00% | +5+21.7% | Added |
| Anchor Investment Management, LLC | 25 | $1.34K | 0.00% | +25 | New |
| Sachetta, LLC | 21 | $1.17K | 0.00% | +21 | New |
| Raffa Wealth Management, LLC | 20 | $1.07K | 0.00% | 00.0% | Unchanged |
| Global Wealth Strategies & Associates | 20 | $1.07K | 0.00% | 00.0% | Unchanged |
| VitalStone Financial, LLC | 20 | $1.07K | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 19 | $1.02K | 0.00% | 00.0% | Unchanged |
| Caitlin John, LLC | 19 | $1.02K | 0.00% | 00.0% | Unchanged |
| Solstein Capital, LLC | 18 | $963 | 0.00% | 00.0% | Unchanged |
| Bullock Wealth Management Group | 15 | $827 | 0.00% | +15 | New |
| PayPay Securities Corp | 13 | $696 | 0.06% | −8−38.1% | Reduced |
| Valued Wealth Advisors LLC | 13 | $696 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 12 | $643 | 0.00% | +7+140.0% | Added |
| Vermillion & White Wealth Management Group, LLC | 12 | $642 | 0.00% | 00.0% | Unchanged |
| Mendota Financial Group, LLC | 11 | $589 | 0.00% | −95−89.6% | Reduced |
| Pittenger & Anderson Inc | 11 | $589 | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 11 | $589 | 0.00% | +8+266.7% | Added |
| Cullen/Frost Bankers, Inc. | 11 | $589 | 0.00% | +11 | New |
| St. Johns Investment Management Company, LLC | 10 | $535 | 0.00% | 00.0% | Unchanged |
| MB, Levis & Associates, LLC | 10 | $535 | 0.00% | 00.0% | Unchanged |
| Painted Porch Advisors LLC | 9 | $482 | 0.00% | +9 | New |
| Glass Jacobson Investment Advisors llc | 8 | $428 | 0.00% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 8 | $428 | 0.00% | +8 | New |
| DiNuzzo Private Wealth, Inc. | 8 | $428 | 0.00% | +8 | New |
| Key Financial Inc | 7 | $374 | 0.00% | 00.0% | Unchanged |
| Bear Mountain Capital, Inc. | 5 | $282 | 0.00% | 00.0% | Unchanged |
| Sandy Spring Bank | 5 | $268 | 0.00% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 4 | $238 | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 4 | $214 | 0.00% | 00.0% | Unchanged |
| Baldwin Brothers Inc | 4 | $214 | 0.00% | +4 | New |
| MV Capital Management, Inc. | 3 | $161 | 0.00% | −18−85.7% | Reduced |
| DHJJ Financial Advisors, Ltd. | 2 | $107 | 0.00% | 00.0% | Unchanged |
| St Germain D J Co Inc | 2 | $107 | 0.00% | 00.0% | Unchanged |
| Core Alternative Capital | 1 | $54 | 0.00% | 00.0% | Unchanged |
| Gordian Capital Singapore Pte Ltd | 1 | $54 | 0.00% | 00.0% | Unchanged |
| Proffitt & Goodson Inc | 1 | $54 | 0.00% | +1 | New |
| Dogwood Wealth Management LLC | 0 | $1 | 0.00% | 0 | Unchanged |
| ThornTree Capital Partners LP | 0 | $0 | 0.00% | −667,789−100.0% | Sold out |
| Maplelane Capital, LLC | 0 | $0 | 0.00% | −555,000−100.0% | Sold out |
| Cubist Systematic Strategies, LLC | 0 | $0 | 0.00% | −310,711−100.0% | Sold out |
| Squarepoint Ops LLC | 0 | $0 | 0.00% | −267,248−100.0% | Sold out |
| Ardmore Road Asset Management LP | 0 | $0 | 0.00% | −210,000−100.0% | Sold out |
| Brevan Howard Capital Management LP | 0 | $0 | 0.00% | −175,286−100.0% | Sold out |
| Potrero Capital Research LLC | 0 | $0 | 0.00% | −151,150−100.0% | Sold out |
| Railway Pension Investments Ltd | 0 | $0 | 0.00% | −137,946−100.0% | Sold out |
| Melqart Asset Management (UK) Ltd | 0 | $0 | 0.00% | −121,305−100.0% | Sold out |
| Arrowstreet Capital, Limited Partnership | 0 | $0 | 0.00% | −97,052−100.0% | Sold out |
| Verition Fund Management LLC | 0 | $0 | 0.00% | −69,290−100.0% | Sold out |
| QVIDTVM Management LLC | 0 | $0 | 0.00% | −62,799−100.0% | Sold out |
| Bayesian Capital Management, LP | 0 | $0 | 0.00% | −57,617−100.0% | Sold out |
| PEAK6 Investments LLC | 0 | $0 | 0.00% | −55,915−100.0% | Sold out |
| Quadrature Capital Ltd | 0 | $0 | 0.00% | −51,552−100.0% | Sold out |
| Gsa Capital Partners LLP | 0 | $0 | 0.00% | −48,223−100.0% | Sold out |
| CTC LLC | 0 | $0 | 0.00% | −45,866−100.0% | Sold out |
| ING Groep NV | 0 | $0 | 0.00% | −45,401−100.0% | Sold out |
| Worldquant Millennium Advisors LLC | 0 | $0 | 0.00% | −45,241−100.0% | Sold out |
| Van Eck Associates Corp | 0 | $0 | 0.00% | −41,129−100.0% | Sold out |
| Executive Wealth Management, LLC | 0 | $0 | 0.00% | −38,737−100.0% | Sold out |
| Westpac Banking Corp | 0 | $0 | 0.00% | −34,844−100.0% | Sold out |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −31,960−100.0% | Sold out |
| Caption Management, LLC | 0 | $0 | 0.00% | −31,800−100.0% | Sold out |
| Coronation Fund Managers Ltd. | 0 | $0 | 0.00% | −23,202−100.0% | Sold out |
| Polianta Ltd | 0 | $0 | 0.00% | −19,800−100.0% | Sold out |
| Tairen Capital Ltd | 0 | $0 | 0.00% | −12,900−100.0% | Sold out |
| Meeder Asset Management Inc | 0 | $0 | 0.00% | −12,337−100.0% | Sold out |
| Quantbot Technologies LP | 0 | $0 | 0.00% | −9,595−100.0% | Sold out |
| Pallas Capital Advisors LLC | 0 | $0 | 0.00% | −9,462−100.0% | Sold out |
| E. Ohman J:or Asset Management AB | 0 | $0 | 0.00% | −9,200−100.0% | Sold out |