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 |
|---|---|---|---|---|---|
| WealthCollab, LLC | 197 | $12.2K | 0.01% | +122+162.7% | Added |
| Quent Capital, LLC | 199 | $12.4K | 0.00% | −134−40.2% | Reduced |
| Montag A & Associates Inc | 200 | $12.4K | 0.00% | 00.0% | Unchanged |
| HM Payson & Co | 200 | $12.4K | 0.00% | 00.0% | Unchanged |
| Optimum Investment Advisors | 200 | $12.4K | 0.01% | 00.0% | Unchanged |
| Rocky Mountain Advisers, LLC | 200 | $12.4K | 0.00% | 00.0% | Unchanged |
| Planning Capital Management Corp | 200 | $12.4K | 0.01% | +50+33.3% | Added |
| TD Private Client Wealth LLC | 204 | $12.7K | 0.00% | +204 | New |
| Quarry LP | 210 | $13.0K | 0.00% | −779−78.8% | Reduced |
| LRI Investments, LLC | 171 | $13.7K | 0.00% | 00.0% | Unchanged |
| Strategic Investment Solutions, Inc. | 225 | $14.0K | 0.00% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 225 | $14.0K | 0.00% | +75+50.0% | Added |
| Grove Bank & Trust | 232 | $14.4K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 235 | $14.6K | 0.00% | 00.0% | Unchanged |
| Adirondack Trust Co | 235 | $14.6K | 0.01% | 00.0% | Unchanged |
| PSI Advisors, LLC | 239 | $14.8K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 239 | $14.8K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 250 | $15.4K | 0.00% | +79+46.2% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 251 | $15.6K | 0.00% | +251 | New |
| CarsonAllaria Wealth Management, Ltd. | 255 | $15.8K | 0.01% | 00.0% | Unchanged |
| Advisors Asset Management, Inc. | 262 | $16.3K | 0.00% | +262 | New |
| Pacifica Partners Inc. | 265 | $16.5K | 0.01% | +120+82.8% | Added |
| Activest Wealth Management | 269 | $16.7K | 0.01% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 273 | $17.0K | 0.00% | −10−3.5% | Reduced |
| Rise Advisors, LLC | 274 | $17.0K | 0.01% | −222−44.8% | Reduced |
| WR Wealth Planners, LLC | 274 | $17.0K | 0.00% | −7−2.5% | Reduced |
| Continuum Advisory, LLC | 215 | $17.3K | 0.00% | +12+5.9% | Added |
| Tower Research Capital LLC (TRC) | 285 | $17.7K | 0.00% | −5,903−95.4% | Reduced |
| SWAN Capital LLC | 300 | $18.6K | 0.01% | 00.0% | Unchanged |
| NCP Inc. | 300 | $18.6K | 0.01% | 00.0% | Unchanged |
| GeoWealth Management, LLC | 316 | $19.6K | 0.00% | +316 | New |
| FNY Investment Advisers, LLC | 350 | $21.0K | 0.01% | +350 | New |
| Performa Ltd (US), LLC | 360 | $22.4K | 0.01% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 385 | $23.9K | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 397 | $24.6K | 0.00% | −104−20.8% | Reduced |
| North Star Investment Management Corp. | 406 | $25.2K | 0.00% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 414 | $25.4K | 0.00% | −195−32.0% | Reduced |
| Bank & Trust Co | 424 | $26.3K | 0.02% | −19−4.3% | Reduced |
| Itau Unibanco Holding S.A. | 443 | $27.5K | 0.00% | +443 | New |
| Cornerstone Planning Group LLC | 434 | $30.4K | 0.01% | −1−0.2% | Reduced |
| Private Trust Co NA | 515 | $32.0K | 0.00% | 00.0% | Unchanged |
| Skopos Labs, Inc. | 527 | $32.7K | 0.01% | +527 | New |
| Lindbrook Capital, LLC | 533 | $33.1K | 0.00% | +93+21.1% | Added |
| ZynergyRetirementPlanningLLC | 557 | $34.6K | 0.02% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 563 | $35.0K | 0.00% | +5+0.9% | Added |
| Wolff Wiese Magana LLC | 624 | $38.7K | 0.03% | +74+13.5% | Added |
| Rakuten Securities, Inc. | 659 | $40.9K | 0.02% | −83−11.2% | Reduced |
| Virtus Fund Advisers, LLC | 688 | $42.7K | 0.17% | 00.0% | Unchanged |
| Whittier Trust Co | 715 | $44.4K | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 721 | $44.8K | 0.01% | 00.0% | Unchanged |
| Allworth Financial LP | 743 | $46.1K | 0.00% | −96−11.4% | Reduced |
| Sumitomo Mitsui Financial Group, Inc. | 753 | $46.4K | 0.00% | −11,131−93.7% | Reduced |
| Reston Wealth Management LLC | 750 | $46.6K | 0.02% | +750 | New |
| IFP Advisors, Inc | 801 | $49.7K | 0.00% | +89+12.5% | Added |
| Bryn Mawr Trust Co | 819 | $50.9K | 0.00% | +819 | New |
| Huntington National Bank | 829 | $51.5K | 0.00% | −54−6.1% | Reduced |
| Harbour Investments, Inc. | 838 | $52.0K | 0.00% | −145−14.8% | Reduced |
| Whittier Trust Co of Nevada Inc | 893 | $55.4K | 0.00% | −500−35.9% | Reduced |
| City State Bank | 899 | $55.8K | 0.02% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 958 | $59.5K | 0.00% | +958 | New |
| Financial Perspectives, Inc | 981 | $60.9K | 0.02% | 00.0% | Unchanged |
| Ci Investments Inc. | 975 | $61.0K | 0.00% | +82+9.2% | Added |
| Clearstead Advisors, LLC | 1,014 | $63.0K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 1,055 | $65.5K | 0.00% | +366+53.1% | Added |
| Coppell Advisory Solutions LLC | 1,069 | $65.9K | 0.01% | +300+39.0% | Added |
| First Pacific Financial | 1,092 | $67.8K | 0.02% | 00.0% | Unchanged |
| Truvestments Capital LLC | 1,189 | $73.8K | 0.02% | +1,189 | New |
| Integrated Investment Consultants, LLC | 59,760 | $75.0K | 0.02% | +59,760 | New |
| EverSource Wealth Advisors, LLC | 1,244 | $77.2K | 0.00% | −301−19.5% | Reduced |
| C M Bidwell & Associates Ltd | 1,250 | $77.6K | 0.05% | −130−9.4% | Reduced |
| Westpac Banking Corp | 1,252 | $77.7K | 0.01% | +1,252 | New |
| Ronald Blue Trust, Inc. | 1,485 | $79.4K | 0.00% | +1,383+1,355.9% | Added |
| Horizon Investments, LLC | 1,330 | $82.6K | 0.00% | −18−1.3% | Reduced |
| Castleview Partners, LLC | 1,389 | $86.3K | 0.05% | +1,359+4,530.0% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 1,500 | $93.1K | 0.01% | +1,200+400.0% | Added |
| West Tower Group, LLC | 1,500 | $93.1K | 0.20% | +500+50.0% | Added |
| Signaturefd, LLC | 1,503 | $93.3K | 0.00% | −116−7.2% | Reduced |
| State of Wyoming | 1,638 | $101.7K | 0.01% | +1,070+188.4% | Added |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 1,721 | $106.9K | 0.03% | +367+27.1% | Added |
| Reuter James Wealth Management, LLC | 1,891 | $117.4K | 0.02% | +1,891 | New |
| Capital Performance Advisors LLP | 1,913 | $118.8K | 0.04% | +1,913 | New |
| Versant Capital Management, Inc | 1,954 | $121.3K | 0.03% | +521+36.4% | Added |
| Quest Partners LLC | 2,067 | $128.3K | 0.01% | −8,488−80.4% | Reduced |
| CIBC Private Wealth Group, LLC | 2,081 | $129.2K | 0.00% | +890+74.7% | Added |
| Global Trust Asset Management, LLC | 2,368 | $147.0K | 0.05% | +1,280+117.6% | Added |
| Parallel Advisors, LLC | 2,581 | $160.3K | 0.00% | +88+3.5% | Added |
| Caz Investments LP | 3,000 | $169.0K | 0.16% | +1,000+50.0% | Added |
| Natixis | 2,733 | $169.7K | 0.00% | −3,291−54.6% | Reduced |
| Bank Julius Baer & Co. Ltd, Zurich | 2,316 | $170.5K | 0.00% | −3,111−57.3% | Reduced |
| Knights of Columbus Asset Advisors LLC | 2,775 | $172.3K | 0.01% | −246−8.1% | Reduced |
| Transcendent Capital Group LLC | 2,892 | $179.6K | 0.09% | +2,892 | New |
| E. Ohman J:or Asset Management AB | 3,000 | $186.3K | 0.00% | +3,000 | New |
| V-Square Quantitative Management LLC | 3,019 | $187.4K | 0.03% | +172+6.0% | Added |
| Twin Lakes Capital Management, LLC | 3,230 | $200.6K | 0.13% | −44−1.3% | Reduced |
| Baker Avenue Asset Management, LP | 3,237 | $201.0K | 0.01% | +3,237 | New |
| Eqis Capital Management, Inc. | 3,245 | $201.5K | 0.02% | +3,245 | New |
| Sunbelt Securities, Inc. | 3,247 | $201.6K | 0.02% | −165−4.8% | Reduced |
| Tyche Wealth Partners LLC | 3,250 | $201.8K | 0.05% | +3,250 | New |
| Apollon Wealth Management, LLC | 3,262 | $202.5K | 0.01% | +3,262 | New |
| Knollwood Investment Advisory, LLC | 3,301 | $205.0K | 0.02% | +3,301 | New |