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 |
|---|---|---|---|---|---|
| Covestor Ltd | 3,306 | $205.0K | 0.13% | +182+5.8% | Added |
| EP Wealth Advisors, LLC | 3,308 | $205.4K | 0.00% | +3,308 | New |
| Dorsey & Whitney Trust CO LLC | 3,345 | $207.7K | 0.01% | +3,345 | New |
| United Capital Financial Advisers, LLC | 3,353 | $208.2K | 0.00% | +3,353 | New |
| Sym Financial Corp | 3,389 | $210.4K | 0.03% | +3,389 | New |
| Mirae Asset Global Investments Co., Ltd. | 3,466 | $213.7K | 0.00% | +413+13.5% | Added |
| Geneos Wealth Management Inc. | 3,469 | $215.4K | 0.01% | 00.0% | Unchanged |
| Financial Partners Group, Inc | 3,486 | $216.4K | 0.03% | +3,486 | New |
| Integrated Advisors Network LLC | 3,492 | $216.8K | 0.01% | +3,492 | New |
| Burton Enright Welch | 3,499 | $217.3K | 0.05% | +3,499 | New |
| National Asset Management, Inc. | 3,497 | $218.7K | 0.01% | −5,032−59.0% | Reduced |
| US Bancorp | 3,561 | $221.1K | 0.00% | +398+12.6% | Added |
| Metis Global Partners, LLC | 3,609 | $224.1K | 0.01% | +3,609 | New |
| Stephens Inc | 3,632 | $225.5K | 0.00% | −154−4.1% | Reduced |
| Sterling Capital Management LLC | 3,712 | $230.5K | 0.00% | +3,712 | New |
| Rakuten Investment Management, Inc. | 3,745 | $231.0K | 0.00% | +920+32.6% | Added |
| Park Avenue Securities LLC | 3,726 | $231.0K | 0.00% | +3,726 | New |
| Aspen Investment Management Inc | 3,735 | $232.0K | 0.11% | −15−0.4% | Reduced |
| Claro Advisors LLC | 3,793 | $235.5K | 0.03% | +3,793 | New |
| Claret Asset Management Corp | 3,839 | $238.0K | 0.04% | +20+0.5% | Added |
| United Advisor Group, LLC | 3,841 | $238.5K | 0.05% | −292−7.1% | Reduced |
| Exchange Traded Concepts, LLC | 3,849 | $239.0K | 0.01% | +3,711+2,689.1% | Added |
| Wealthfront Advisers LLC | 3,878 | $240.8K | 0.00% | +3,878 | New |
| State of Alaska, Department of Revenue | 3,895 | $241.0K | 0.00% | −4,270−52.3% | Reduced |
| Corebridge Financial, Inc. | 3,901 | $242.2K | 0.00% | −140−3.5% | Reduced |
| Clear Creek Financial Management, LLC | 3,902 | $242.3K | 0.03% | −976−20.0% | Reduced |
| Journey Strategic Wealth LLC | 3,914 | $243.0K | 0.01% | +3,914 | New |
| Bridgewater Associates, LP | 3,927 | $243.8K | 0.00% | −128,503−97.0% | Reduced |
| Csenge Advisory Group | 3,545 | $244.2K | 0.01% | −9,400−72.6% | Reduced |
| Kapitalo Investimentos Ltda | 3,995 | $248.1K | 0.06% | −1,990−33.2% | Reduced |
| Magnetar Financial LLC | 4,032 | $250.3K | 0.01% | +4,032 | New |
| Synergy Financial Group, LTD | 4,101 | $254.6K | 0.24% | −19−0.5% | Reduced |
| Motley Fool Asset Management LLC | 4,147 | $254.7K | 0.02% | +32+0.8% | Added |
| Tairen Capital Ltd | 3,700 | $256.7K | 0.01% | +3,700 | New |
| Gries Financial LLC | 4,164 | $258.5K | 0.05% | −1,743−29.5% | Reduced |
| Ossiam | 4,235 | $263.0K | 0.01% | +582+15.9% | Added |
| Farther Finance Advisors, LLC | 4,320 | $268.2K | 0.01% | +1,271+41.7% | Added |
| Aaron Wealth Advisors | 4,334 | $269.1K | 0.03% | +4,334 | New |
| Silvant Capital Management LLC | 4,355 | $270.4K | 0.01% | −106−2.4% | Reduced |
| Impact Partnership Wealth, LLC | 4,373 | $271.5K | 0.06% | −22−0.5% | Reduced |
| SRS Capital Advisors, Inc. | 4,381 | $272.0K | 0.02% | +456+11.6% | Added |
| Optimist Retirement Group LLC | 4,416 | $274.2K | 0.12% | +161+3.8% | Added |
| Griffin Asset Management, Inc. | 4,450 | $276.3K | 0.03% | 00.0% | Unchanged |
| Independent Advisor Alliance | 4,465 | $277.2K | 0.01% | −611−12.0% | Reduced |
| Sovereign Financial Group, Inc. | 4,487 | $278.6K | 0.07% | +184+4.3% | Added |
| LGT Group Foundation | 3,540 | $281.0K | 0.00% | +3,540 | New |
| DMG Group, LLC | 4,561 | $283.2K | 0.23% | +201+4.6% | Added |
| Pingora Partners LLC | 4,600 | $285.6K | 0.20% | 00.0% | Unchanged |
| Vestcor Inc | 4,619 | $287.0K | 0.01% | 00.0% | Unchanged |
| Atomi Financial Group, Inc. | 4,626 | $287.2K | 0.02% | +815+21.4% | Added |
| Truist Financial Corp | 4,638 | $288.0K | 0.00% | −4,500−49.2% | Reduced |
| Flagship Harbor Advisors, LLC | 4,674 | $290.2K | 0.02% | −178−3.7% | Reduced |
| Sigma Planning Corp | 4,703 | $292.0K | 0.01% | +106+2.3% | Added |
| Kestra Private Wealth Services, LLC | 4,752 | $295.1K | 0.01% | −1,018−17.6% | Reduced |
| Ariadne Wealth Management, LP | 3,927 | $300.3K | 0.16% | +3,927 | New |
| Harvest Fund Management Co., Ltd | 4,926 | $306.0K | 0.02% | +4,926 | New |
| Integrated Wealth Concepts LLC | 4,964 | $308.2K | 0.00% | −26−0.5% | Reduced |
| Obermeyer Wood Investment Counsel, LLLP | 5,000 | $310.4K | 0.02% | 00.0% | Unchanged |
| Walleye Trading LLC | 5,000 | $310.4K | 0.01% | 00.0% | Unchanged |
| B. Metzler seel. Sohn & Co. AG | 5,025 | $312.0K | 0.00% | 00.0% | Unchanged |
| B. Metzler seel. Sohn & Co. Holding AG | 5,025 | $312.0K | 0.00% | +5,025 | New |
| Legacy Financial Advisors, Inc. | 5,058 | $314.1K | 0.05% | 00.0% | Unchanged |
| TownSquare Capital, LLC | 5,103 | $316.8K | 0.00% | +183+3.7% | Added |
| RSM US Wealth Management LLC | 5,182 | $318.3K | 0.00% | +756+17.1% | Added |
| Donoghue Forlines LLC | 5,139 | $319.1K | 0.09% | +5,139 | New |
| CAPROCK Group, Inc. | 5,145 | $319.5K | 0.01% | +5,145 | New |
| Palogic Value Management, L.P. | 5,252 | $326.1K | 0.13% | −35−0.7% | Reduced |
| Oversea-Chinese Banking CORP Ltd | 5,262 | $326.7K | 0.01% | +5,262 | New |
| FinTrust Capital Advisors, LLC | 5,515 | $328.0K | 0.06% | −177−3.1% | Reduced |
| Warren Averett Asset Management, LLC | 5,365 | $333.1K | 0.01% | −32,758−85.9% | Reduced |
| UniSuper Management Pty Ltd | 5,400 | $335.3K | 0.00% | −8,700−61.7% | Reduced |
| Oppenheimer Asset Management Inc. | 5,442 | $337.9K | 0.00% | +481+9.7% | Added |
| Centaurus Financial, Inc. | 5,440 | $338.0K | 0.02% | −555−9.3% | Reduced |
| DRW Securities, LLC | 5,460 | $339.0K | 0.02% | +5,460 | New |
| Principal Securities, Inc. | 5,516 | $342.5K | 0.01% | +3,849+230.9% | Added |
| Western Wealth Management, LLC | 5,528 | $343.2K | 0.02% | −60−1.1% | Reduced |
| Bristlecone Advisors, LLC | 5,554 | $344.8K | 0.03% | −3−0.1% | Reduced |
| Kovitz Investment Group Partners, LLC | 5,715 | $349.8K | 0.00% | +5,715 | New |
| Audent Global Asset Management, LLC | 5,683 | $352.9K | 0.60% | −11,267−66.5% | Reduced |
| Citizens Financial Group Inc | 5,857 | $363.7K | 0.01% | −1,272−17.8% | Reduced |
| Meiji Yasuda Life Insurance Co | 5,876 | $364.8K | 0.01% | 00.0% | Unchanged |
| Asahi Life Asset Management Co., Ltd. | 5,890 | $365.7K | 0.22% | +5,890 | New |
| Philip James Wealth Mangement, LLC | 5,970 | $370.7K | 0.05% | +5,970 | New |
| Wealthspire Advisors, LLC | 6,063 | $376.5K | 0.00% | −607−9.1% | Reduced |
| Bennett Selby Investments LP | 6,071 | $376.9K | 0.16% | −821−11.9% | Reduced |
| Axiom Advisory, LLC | 6,848 | $383.8K | 0.00% | +107+1.6% | Added |
| GWM Advisors LLC | 6,276 | $389.7K | 0.00% | −2,695−30.0% | Reduced |
| Americana Partners, LLC | 6,332 | $393.2K | 0.03% | +1,368+27.6% | Added |
| Picton Mahoney Asset Management | 6,394 | $396.0K | 0.02% | +3,608+129.5% | Added |
| Pzena Investment Management LLC | 6,379 | $396.1K | 0.00% | −1,735−21.4% | Reduced |
| Ridgewood Investments LLC | 6,385 | $396.4K | 0.20% | −1,500−19.0% | Reduced |
| Ostrum Asset Management | 6,524 | $405.1K | 0.03% | +80+1.2% | Added |
| Leonteq Securities AG | 6,589 | $409.1K | 0.05% | −1,190−15.3% | Reduced |
| Comprehensive Financial Management LLC | 6,593 | $409.4K | 0.01% | 00.0% | Unchanged |
| Formidable Asset Management, LLC | 6,628 | $411.5K | 0.07% | −615−8.5% | Reduced |
| Essex LLC | 6,688 | $415.3K | 0.09% | −385−5.4% | Reduced |
| Venturi Wealth Management, LLC | 6,722 | $417.4K | 0.02% | +1,114+19.9% | Added |
| Pallas Capital Advisors LLC | 5,977 | $421.9K | 0.02% | +5,977 | New |
| Hilltop Holdings Inc. | 6,834 | $424.3K | 0.03% | −3,114−31.3% | Reduced |
| PFG Investments, LLC | 6,971 | $432.8K | 0.03% | −740−9.6% | Reduced |