Skip to main content
Livermore
Livermore
ZHEN

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.

Q3 2024 vs. Q2 2024

How the institutions holding DocuSign, Inc. changed between Q2 2024 and Q3 2024.

All holders in Q3 2024All holders in Q2 2024

13F holders of DOCU: Q2 2024 compared with Q3 2024
MeasureQ2 2024Of which not filed for Q3 2024Q3 2024Change
Holders6696695+32
Shares161.2M14.7M163.8M+17.3M (+11.8%)
Value$8.62B$785.4M$10.1B+$2.32B (+29.6%)

6 institutions that held it in Q2 2024 haven't filed for Q3 2024 yet. Not filing isn't selling, so the changes leave them out.

New holders (108)

Institutions that held DocuSign, Inc. at the end of Q3 2024 but not at the end of Q2 2024.

Showing the largest 100 of 108 by value.

Institutions new to DOCU in Q3 2024
InstitutionSharesValue% of portfolio
BlackRock, Inc.14,827,089$920.6M0.02%
Arrowstreet Capital, Limited Partnership715,672$44.4M0.04%
Marshall Wace, LLP557,163$34.6M0.04%
Clark Capital Management Group, Inc.444,555$27.6M0.19%
Squarepoint Ops LLC372,006$23.1M0.08%
Driehaus Capital Management LLC308,542$19.2M0.16%
Aquatic Capital Management LLC298,300$18.5M0.48%
LSV Asset Management267,700$16.6M0.04%
ExodusPoint Capital Management, LP232,016$14.4M0.15%
Worldquant Millennium Advisors LLC227,253$14.1M0.10%
Alight Capital Management LP200,000$12.4M4.48%
Cubist Systematic Strategies, LLC179,212$11.1M0.17%
RBF Capital, LLC120,000$7.45M0.38%
Ardmore Road Asset Management LP100,000$6.21M0.80%
Fjarde Ap-Fonden /Fourth Swedish National Pension Fund52,000$3.23M0.03%
Y-Intercept (Hong Kong) Ltd47,957$2.98M0.18%
Verition Fund Management LLC42,204$2.62M0.02%
Bayesian Capital Management, LP40,465$2.51M0.29%
Executive Wealth Management, LLC37,660$2.34M0.18%
Silver Lake Advisory, LLC37,640$2.34M0.96%
QRG Capital Management, Inc.31,175$1.94M0.02%
Adage Capital Partners GP, L.L.C.25,000$1.55M0.00%
Nisa Investment Advisors, LLC24,203$1.50M0.01%
Edgestream Partners, L.P.19,163$1.19M0.05%
STRS Ohio17,895$1.11M0.00%
ING Groep NV17,701$1.10M0.01%
Meeder Asset Management Inc17,265$1.07M0.07%
CWA Asset Management Group, LLC16,589$1.03M0.05%
Brevan Howard Capital Management LP16,077$998.2K0.05%
CWM Advisors, LLC14,668$910.7K0.09%
IMA Wealth, Inc.14,265$885.7K0.19%
Natixis Advisors, L.P.14,058$873.0K0.00%
Fox Run Management, L.L.C.12,130$753.2K0.17%
Woodline Partners LP11,584$719.3K0.01%
Oak Harvest Investment Services11,000$683.0K0.10%
Carrera Capital Advisors10,731$666.3K0.16%
Prudential PLC9,495$589.5K0.00%
Colony Group, LLC9,234$573.3K0.00%
Patriot Financial Group Insurance Agency, LLC9,211$571.9K0.08%
Foundry Partners, LLC8,899$552.5K0.03%
Machina Capital S.A.S.7,918$491.6K0.20%
Boothbay Fund Management, LLC7,451$462.6K0.01%
Pallas Capital Advisors LLC5,977$421.9K0.02%
Philip James Wealth Mangement, LLC5,970$370.7K0.05%
Asahi Life Asset Management Co., Ltd.5,890$365.7K0.22%
Kovitz Investment Group Partners, LLC5,715$349.8K0.00%
DRW Securities, LLC5,460$339.0K0.02%
Oversea-Chinese Banking CORP Ltd5,262$326.7K0.01%
CAPROCK Group, Inc.5,145$319.5K0.01%
Donoghue Forlines LLC5,139$319.1K0.09%
B. Metzler seel. Sohn & Co. Holding AG5,025$312.0K0.00%
Harvest Fund Management Co., Ltd4,926$306.0K0.02%
Ariadne Wealth Management, LP3,927$300.3K0.16%
LGT Group Foundation3,540$281.0K0.00%
Aaron Wealth Advisors4,334$269.1K0.03%
Tairen Capital Ltd3,700$256.7K0.01%
Magnetar Financial LLC4,032$250.3K0.01%
Journey Strategic Wealth LLC3,914$243.0K0.01%
Wealthfront Advisers LLC3,878$240.8K0.00%
Claro Advisors LLC3,793$235.5K0.03%
Park Avenue Securities LLC3,726$231.0K0.00%
Sterling Capital Management LLC3,712$230.5K0.00%
Metis Global Partners, LLC3,609$224.1K0.01%
Burton Enright Welch3,499$217.3K0.05%
Integrated Advisors Network LLC3,492$216.8K0.01%
Financial Partners Group, Inc3,486$216.4K0.03%
Sym Financial Corp3,389$210.4K0.03%
United Capital Financial Advisers, LLC3,353$208.2K0.00%
Dorsey & Whitney Trust CO LLC3,345$207.7K0.01%
EP Wealth Advisors, LLC3,308$205.4K0.00%
Knollwood Investment Advisory, LLC3,301$205.0K0.02%
Apollon Wealth Management, LLC3,262$202.5K0.01%
Tyche Wealth Partners LLC3,250$201.8K0.05%
Eqis Capital Management, Inc.3,245$201.5K0.02%
Baker Avenue Asset Management, LP3,237$201.0K0.01%
E. Ohman J:or Asset Management AB3,000$186.3K0.00%
Transcendent Capital Group LLC2,892$179.6K0.09%
Capital Performance Advisors LLP1,913$118.8K0.04%
Reuter James Wealth Management, LLC1,891$117.4K0.02%
Westpac Banking Corp1,252$77.7K0.01%
Integrated Investment Consultants, LLC59,760$75.0K0.02%
Truvestments Capital LLC1,189$73.8K0.02%
CoreCap Advisors, LLC958$59.5K0.00%
Bryn Mawr Trust Co819$50.9K0.00%
Reston Wealth Management LLC750$46.6K0.02%
Skopos Labs, Inc.527$32.7K0.01%
Itau Unibanco Holding S.A.443$27.5K0.00%
FNY Investment Advisers, LLC350$21.0K0.01%
GeoWealth Management, LLC316$19.6K0.00%
Advisors Asset Management, Inc.262$16.3K0.00%
Kayne Anderson Rudnick Investment Management LLC251$15.6K0.00%
TD Private Client Wealth LLC204$12.7K0.00%
Oarsman Capital, Inc.125$7.76K0.00%
Bessemer Group Inc80$5.00K0.00%
Hemington Wealth Management73$5.00K0.00%
Jaffetilchin Investment Partners, LLC68$4.22K0.00%
Brown Brothers Harriman & Co67$4.16K0.00%
BOK Financial Private Wealth, Inc.20$1.24K0.00%
Golden State Equity Partners18$1.12K0.00%
Fifth Third Bancorp15$9310.00%

Sold out (76)

Institutions that held DocuSign, Inc. at the end of Q2 2024 and filed for Q3 2024 without it.

Institutions that sold out of DOCU in Q3 2024
InstitutionShares, Q2 2024Value, Q2 2024
Laurion Capital Management LP848,659$45.4M
Candlestick Capital Management LP826,893$44.2M
Healthcare of Ontario Pension Plan Trust Fund303,700$16.2M
Carlson Capital L P242,274$13.0M
LMR Partners LLP228,681$12.2M
Connor, Clark & Lunn Investment Management Ltd.191,474$10.2M
Trexquant Investment LP166,511$8.91M
Tudor Investment Corp Et Al146,585$7.84M
Twinbeech Capital LP126,213$6.75M
Pearl River Capital, LLC90,620$4.85M
Contrarius Investment Management Ltd61,930$3.31M
Texas Capital Bank Wealth Management Services Inc50,000$2.67M
Holocene Advisors, LP44,446$2.38M
National Philanthropic Trust40,021$2.14M
Perpetual Ltd35,898$1.92M
UBS Oconnor LLC35,000$1.87M
Clearline Capital LP28,067$1.50M
Winton Group Ltd24,503$1.31M
Parkwood LLC15,323$820.0K
Smith Group Asset Management, LLC14,630$782.7K
MBB Public Markets I LLC14,600$781.1K
Point72 (DIFC) Ltd14,137$756.3K
Delap Wealth Advisory, LLC11,488$614.6K
Landscape Capital Management, L.L.C.11,406$610.2K
D.A. Davidson & Co.10,107$540.7K
Capstone Investment Advisors, LLC8,879$475.0K
Boston Partners8,807$471.2K
Kovack Advisors, Inc.8,486$454.0K
Telos Capital Management, Inc.7,622$407.8K
Capula Management Ltd7,000$374.5K
StoneX Group Inc.6,749$361.1K
IPG Investment Advisors LLC6,225$333.0K
Regions Financial Corp5,962$319.0K
Beacon Pointe Advisors, LLC5,937$317.6K
Loomis Sayles & Co L P5,567$298.0K
American Trust5,250$280.9K
Bourgeon Capital Management LLC4,751$254.2K
Kingswood Wealth Advisors, LLC4,509$241.2K
GFG Capital, LLC4,325$231.4K
Triumph Capital Management4,263$228.1K
Skylands Capital, LLC4,000$214.0K
Banque Cantonale Vaudoise3,892$208.0K
Cary Street Partner Investment Advisory LLC3,864$206.7K
MUFG Securities EMEA plc3,416$182.8K
Royal Fund Management, LLC3,200$171.2K
Allianz SE1,999$106.9K
Harbor Investment Advisory, LLC1,012$54.1K
nVerses Capital, LLC900$48.1K
Register Financial Advisors LLC620$33.2K
Newbridge Financial Services Group, Inc.600$32.1K
Great Lakes Retirement, Inc.500$26.8K
Gradient Investments LLC405$21.7K
Annis Gardner Whiting Capital Advisors, LLC385$20.6K
Tyler-Stone Wealth Management355$19.0K
Innealta Capital, LLC337$18.0K
Sittner & Nelson, LLC300$16.1K
Cedar Wealth Management, LLC214$11.4K
Central Trust Co200$10.7K
Partnership Wealth Management, LLC150$8.03K
Opal Wealth Advisors, LLC141$7.54K
SYSTM Wealth Solutions LLC113$6.05K
Abich Financial Wealth Management LLC75$4.01K
Redwood Wealth Management Group, LLC60$3.21K
Wetzel Investment Advisors, Inc.50$2.98K
Old Point Trust & Financial Services N A50$2.67K
Flputnam Investment Management Co50$2.67K
Ashton Thomas Private Wealth, LLC46$2.46K
VisionPoint Advisory Group, LLC38$2.03K
AlphaMark Advisors, LLC36$2.00K
Dunhill Financial, LLC19$1.02K
Bullock Wealth Management Group15$827
Mendota Financial Group, LLC11$589
Princeton Global Asset Management LLC8$428
Sandy Spring Bank5$268
Baldwin Brothers Inc4$214
Proffitt & Goodson Inc1$54

Not filed for Q3 2024 yet (6)

Institutions that held DocuSign, Inc. at the end of Q2 2024 and haven't filed a 13F for Q3 2024. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding DOCU in Q2 2024 that haven't filed for Q3 2024
InstitutionShares, Q2 2024Value, Q2 2024
BlackRock Inc.14,591,174$780.6M
Fjarde AP-fonden (The Fourth Swedish National Pensionfund)51,800$2.77M
Susquehanna Fundamental Investments, LLC33,975$1.82M
Benjamin F. Edwards & Company, Inc.2,847$152.0K
Institutional & Family Asset Management, LLC334$17.9K
ICA Group Wealth Management, LLC90$4.82K