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, Q3 2024
Institutional positions in DocuSign, Inc. as of Sep 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
- 695
- +32 vs. Q2 2024
- Shares held
- 163.8M
- +17.3M (+11.8%) vs. Q2 2024
- Total value
- $10.1B
- +$2.32B (+29.6%) vs. Q2 2024
- New holders
- 108
- 221 more added
- Sold out
- 76
- 247 more reduced
6 institutions that held it in Q2 2024 haven't filed for Q3 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2024
Shares, value and share of portfolio for each institution holding DocuSign, Inc.; share changes are against Q2 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Dogwood Wealth Management LLC | 0 | $2 | 0.00% | 0 | Unchanged |
| Core Alternative Capital | 1 | $62 | 0.00% | 00.0% | Unchanged |
| Gordian Capital Singapore Pte Ltd | 1 | $62 | 0.00% | 00.0% | Unchanged |
| NBT Bank N A | 1 | $62 | 0.00% | +1 | New |
| Pineridge Advisors LLC | 1 | $62 | 0.00% | +1 | New |
| ORG Wealth Partners, LLC | 1 | $62 | 0.00% | +1 | New |
| DiNuzzo Private Wealth, Inc. | 1 | $63 | 0.00% | −7−87.5% | Reduced |
| DHJJ Financial Advisors, Ltd. | 1 | $63 | 0.00% | −1−50.0% | Reduced |
| St Germain D J Co Inc | 2 | $124 | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 2 | $125 | 0.00% | −29−93.5% | Reduced |
| American Capital Advisory, LLC | 4 | $249 | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 4 | $249 | 0.00% | 00.0% | Unchanged |
| PayPay Securities Corp | 5 | $310 | 0.03% | −8−61.5% | Reduced |
| SJS Investment Consulting Inc. | 5 | $311 | 0.00% | −7−58.3% | Reduced |
| Bear Mountain Capital, Inc. | 5 | $350 | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 7 | $435 | 0.00% | 00.0% | Unchanged |
| Voisard Asset Management Group, Inc. | 7 | $435 | 0.00% | +7 | New |
| AdvisorNet Financial, Inc | 8 | $497 | 0.00% | −20−71.4% | Reduced |
| Glass Jacobson Investment Advisors llc | 8 | $497 | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 8 | $497 | 0.00% | +8 | New |
| True Wealth Design, LLC | 9 | $559 | 0.00% | −2−18.2% | Reduced |
| Painted Porch Advisors LLC | 9 | $559 | 0.00% | 00.0% | Unchanged |
| Riverview Trust Co | 9 | $559 | 0.00% | +9 | New |
| ORG Partners LLC | 10 | $620 | 0.00% | −121−92.4% | Reduced |
| St. Johns Investment Management Company, LLC | 10 | $621 | 0.00% | 00.0% | Unchanged |
| MB, Levis & Associates, LLC | 10 | $621 | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 10 | $621 | 0.00% | +10 | New |
| Massmutual Trust Co FSB | 11 | $683 | 0.00% | −499−97.8% | Reduced |
| Pittenger & Anderson Inc | 11 | $683 | 0.00% | 00.0% | Unchanged |
| Vermillion & White Wealth Management Group, LLC | 12 | $745 | 0.00% | 00.0% | Unchanged |
| Mather Group, LLC. | 13 | $807 | 0.00% | −564−97.7% | Reduced |
| Valued Wealth Advisors LLC | 13 | $808 | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 15 | $931 | 0.00% | +15 | New |
| Trust Co of Vermont | 15 | $931 | 0.00% | +15 | New |
| Golden State Equity Partners | 18 | $1.12K | 0.00% | +18 | New |
| Solstein Capital, LLC | 18 | $1.12K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 20 | $1.24K | 0.00% | 00.0% | Unchanged |
| Global Wealth Strategies & Associates | 20 | $1.24K | 0.00% | 00.0% | Unchanged |
| VitalStone Financial, LLC | 20 | $1.24K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 20 | $1.24K | 0.00% | +17+566.7% | Added |
| BOK Financial Private Wealth, Inc. | 20 | $1.24K | 0.00% | +20 | New |
| CNB Bank | 21 | $1.30K | 0.00% | −225−91.5% | Reduced |
| Sachetta, LLC | 22 | $1.37K | 0.00% | +1+4.8% | Added |
| Anchor Investment Management, LLC | 25 | $1.55K | 0.00% | 00.0% | Unchanged |
| Caitlin John, LLC | 19 | $1.55K | 0.00% | 00.0% | Unchanged |
| Anfield Capital Management, LLC | 30 | $1.86K | 0.00% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 40 | $2.48K | 0.00% | 00.0% | Unchanged |
| Gleason Group, Inc. | 43 | $2.67K | 0.00% | −1−2.3% | Reduced |
| GHP Investment Advisors, Inc. | 44 | $2.73K | 0.00% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 44 | $2.73K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 45 | $2.79K | 0.00% | −35−43.8% | Reduced |
| Creekmur Asset Management LLC | 47 | $2.92K | 0.00% | −4−7.8% | Reduced |
| Valley National Advisers Inc | 63 | $3.00K | 0.00% | −45−41.7% | Reduced |
| BFSG, LLC | 50 | $3.10K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 52 | $3.23K | 0.00% | −14−21.2% | Reduced |
| Bartlett & Co. Wealth Management LLC | 52 | $3.23K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 53 | $3.29K | 0.00% | −69−56.6% | Reduced |
| Umb Bank N A | 53 | $3.29K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 58 | $3.60K | 0.00% | +21+56.8% | Added |
| NBC Securities, Inc. | 66 | $4.00K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 67 | $4.16K | 0.00% | +67 | New |
| Jaffetilchin Investment Partners, LLC | 68 | $4.22K | 0.00% | +68 | New |
| ZRC Wealth Management, LLC | 72 | $4.47K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 75 | $4.66K | 0.00% | 00.0% | Unchanged |
| Nemes Rush Group LLC | 81 | $4.82K | 0.00% | 00.0% | Unchanged |
| Tidemark, LLC | 79 | $4.91K | 0.00% | 00.0% | Unchanged |
| Migdal Insurance & Financial Holdings Ltd. | 79 | $5.00K | 0.00% | −523−86.9% | Reduced |
| Capital Analysts, LLC | 80 | $5.00K | 0.00% | −449−84.9% | Reduced |
| Bessemer Group Inc | 80 | $5.00K | 0.00% | +80 | New |
| Hemington Wealth Management | 73 | $5.00K | 0.00% | +73 | New |
| Quadrant Capital Group LLC | 84 | $5.22K | 0.00% | +3+3.7% | Added |
| Hollencrest Capital Management | 90 | $5.59K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 96 | $5.96K | 0.00% | −11−10.3% | Reduced |
| TSFG, LLC | 92 | $6.00K | 0.00% | 00.0% | Unchanged |
| Macroview Investment Management LLC | 97 | $6.02K | 0.01% | −30−23.6% | Reduced |
| Rothschild Investment LLC | 100 | $6.21K | 0.00% | 00.0% | Unchanged |
| Addison Advisors LLC | 100 | $6.21K | 0.00% | 00.0% | Unchanged |
| Nordwand Advisors, LLC | 100 | $6.21K | 0.00% | 00.0% | Unchanged |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 100 | $6.21K | 0.00% | 00.0% | Unchanged |
| PFS Partners, LLC | 105 | $6.52K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 108 | $6.71K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Advisors | 110 | $6.83K | 0.00% | 00.0% | Unchanged |
| Householder Group Estate & Retirement Specialist, LLC | 128 | $7.00K | 0.00% | −28−17.9% | Reduced |
| Avion Wealth | 119 | $7.00K | 0.00% | +19+19.0% | Added |
| Spire Wealth Management | 115 | $7.14K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 117 | $7.26K | 0.00% | −32−21.5% | Reduced |
| Salem Investment Counselors Inc | 118 | $7.33K | 0.00% | 00.0% | Unchanged |
| Oarsman Capital, Inc. | 125 | $7.76K | 0.00% | +125 | New |
| Strengthening Families & Communities, LLC | 126 | $7.82K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 126 | $7.82K | 0.00% | +27+27.3% | Added |
| Financial Management Professionals, Inc. | 129 | $8.00K | 0.00% | 00.0% | Unchanged |
| Ashburton (Jersey) Ltd | 133 | $8.00K | 0.00% | 00.0% | Unchanged |
| IAG Wealth Partners, LLC | 140 | $8.69K | 0.00% | 00.0% | Unchanged |
| NewSquare Capital LLC | 153 | $9.50K | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 167 | $10.4K | 0.00% | +156+1,418.2% | Added |
| GPS Wealth Strategies Group, LLC | 169 | $10.5K | 0.00% | 00.0% | Unchanged |
| GoalVest Advisory LLC | 181 | $11.2K | 0.00% | 00.0% | Unchanged |
| Main Street Group, LTD | 185 | $11.5K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 195 | $12.1K | 0.00% | −48−19.8% | Reduced |
| First Horizon Advisors, Inc. | 196 | $12.2K | 0.00% | +148+308.3% | Added |