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 |
|---|---|---|---|---|---|
| Patten & Patten Inc | 7,009 | $435.2K | 0.03% | −5,201−42.6% | Reduced |
| Dynamic Technology Lab Private Ltd | 7,059 | $438.0K | 0.05% | −49,004−87.4% | Reduced |
| Tokio Marine Asset Management Co Ltd | 7,077 | $439.4K | 0.02% | 00.0% | Unchanged |
| Marex Group plc | 7,238 | $449.4K | 0.01% | −1,436−16.6% | Reduced |
| Pinnacle Associates Ltd | 7,567 | $449.9K | 0.01% | +2,558+51.1% | Added |
| DC Investments Management, LLC | 7,279 | $452.0K | 0.32% | 00.0% | Unchanged |
| Prosperity Wealth Management, Inc. | 7,290 | $452.6K | 0.18% | +40+0.6% | Added |
| CIBC Asset Management Inc | 7,293 | $452.8K | 0.00% | +372+5.4% | Added |
| Boothbay Fund Management, LLC | 7,451 | $462.6K | 0.01% | +7,451 | New |
| Guggenheim Capital LLC | 7,485 | $464.7K | 0.00% | −3,545−32.1% | Reduced |
| Gilbert & Cook, Inc. | 7,503 | $465.9K | 0.06% | −253−3.3% | Reduced |
| Essex Financial Services, Inc. | 6,682 | $472.3K | 0.03% | −164−2.4% | Reduced |
| XTX Topco Ltd | 7,615 | $472.8K | 0.03% | −30,244−79.9% | Reduced |
| Rodgers Brothers Inc. | 7,840 | $486.8K | 0.06% | −150−1.9% | Reduced |
| Machina Capital S.A.S. | 7,918 | $491.6K | 0.20% | +7,918 | New |
| Independent Financial Group, LLC | 7,923 | $491.9K | 0.02% | −1,587−16.7% | Reduced |
| J.W. Cole Advisors, Inc. | 7,946 | $493.4K | 0.02% | +155+2.0% | Added |
| Intellectus Partners, LLC | 7,977 | $495.3K | 0.13% | −795−9.1% | Reduced |
| APG Asset Management N.V. | 9,221 | $513.0K | 0.00% | −210,186−95.8% | Reduced |
| BNP Paribas | 8,300 | $513.6K | 0.02% | 00.0% | Unchanged |
| Rehmann Capital Advisory Group | 8,085 | $514.1K | 0.03% | −401−4.7% | Reduced |
| The PNC Financial Services Group, Inc. | 8,341 | $517.9K | 0.00% | −2,083−20.0% | Reduced |
| Garde Capital, Inc. | 8,386 | $521.0K | 0.03% | 00.0% | Unchanged |
| Beck Capital Management, LLC | 8,485 | $526.8K | 0.14% | +547+6.9% | Added |
| Profund Advisors LLC | 8,492 | $527.3K | 0.02% | −4,387−34.1% | Reduced |
| Financial Advocates Investment Management | 8,537 | $530.1K | 0.03% | −1,259−12.9% | Reduced |
| Atria Investments LLC | 8,836 | $548.6K | 0.01% | +96+1.1% | Added |
| Left Brain Wealth Management, LLC | 8,839 | $548.8K | 0.26% | −40−0.5% | Reduced |
| Foundry Partners, LLC | 8,899 | $552.5K | 0.03% | +8,899 | New |
| Unique Wealth Strategies, LLC | 9,012 | $559.5K | 0.24% | +713+8.6% | Added |
| Prairie Wealth Advisors, Inc. | 9,019 | $560.0K | 0.28% | −645−6.7% | Reduced |
| Bollard Group LLC | 9,053 | $562.0K | 0.01% | 00.0% | Unchanged |
| SG Americas Securities, LLC | 9,062 | $563.0K | 0.00% | −8,249−47.7% | Reduced |
| RMR Wealth Builders | 9,108 | $565.5K | 0.06% | −67−0.7% | Reduced |
| Federation des caisses Desjardins du Quebec | 9,143 | $567.2K | 0.00% | −80−0.9% | Reduced |
| Patriot Financial Group Insurance Agency, LLC | 9,211 | $571.9K | 0.08% | +9,211 | New |
| Colony Group, LLC | 9,234 | $573.3K | 0.00% | +9,234 | New |
| iA Global Asset Management Inc. | 9,358 | $581.0K | 0.01% | +1,842+24.5% | Added |
| Wealth Management Associates, Inc. | 9,420 | $584.9K | 0.26% | −455−4.6% | Reduced |
| Prudential PLC | 9,495 | $589.5K | 0.00% | +9,495 | New |
| Wolverine Trading, LLC | 9,699 | $598.1K | 0.02% | +954+10.9% | Added |
| Commerce Bank | 9,852 | $611.7K | 0.00% | +341+3.6% | Added |
| Bank of Nova Scotia | 9,922 | $616.1K | 0.00% | −834−7.8% | Reduced |
| Brighton Jones LLC | 10,071 | $625.3K | 0.02% | −3,188−24.0% | Reduced |
| Affinity Investment Advisors, LLC | 10,113 | $627.9K | 0.43% | 00.0% | Unchanged |
| Simplicity Wealth,LLC | 10,232 | $635.3K | 0.06% | +52+0.5% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 10,242 | $635.9K | 0.02% | −70−0.7% | Reduced |
| SeaCrest Wealth Management, LLC | 10,333 | $641.6K | 0.07% | −406−3.8% | Reduced |
| Jackson Creek Investment Advisors LLC | 10,356 | $643.0K | 0.19% | +4,032+63.8% | Added |
| Wiley Bros.-Aintree Capital, LLC | 10,513 | $645.9K | 0.01% | +2,901+38.1% | Added |
| Aspiriant, LLC | 10,549 | $655.0K | 0.02% | +20.0% | Added |
| M&T Bank Corp | 10,697 | $664.0K | 0.00% | +558+5.5% | Added |
| Carrera Capital Advisors | 10,731 | $666.3K | 0.16% | +10,731 | New |
| Summit Trail Advisors, LLC | 10,812 | $671.3K | 0.02% | −1,633−13.1% | Reduced |
| NewEdge Wealth, LLC | 10,837 | $672.9K | 0.01% | +8+0.1% | Added |
| MAI Capital Management | 10,961 | $680.6K | 0.01% | −2,387−17.9% | Reduced |
| Oak Harvest Investment Services | 11,000 | $683.0K | 0.10% | +11,000 | New |
| Quattro Financial Advisors LLC | 10,000 | $684.1K | 0.20% | 00.0% | Unchanged |
| Bokf, NA | 11,022 | $694.2K | 0.01% | −1,042−8.6% | Reduced |
| Summit Global Investments | 11,305 | $702.0K | 0.04% | +575+5.4% | Added |
| O'Shaughnessy Asset Management, LLC | 10,257 | $706.3K | 0.01% | +1,853+22.0% | Added |
| Davenport & Co LLC | 11,463 | $711.7K | 0.00% | +130+1.1% | Added |
| Woodline Partners LP | 11,584 | $719.3K | 0.01% | +11,584 | New |
| Maryland State Retirement & Pension System | 11,628 | $722.0K | 0.02% | −3,996−25.6% | Reduced |
| JustInvest LLC | 11,831 | $734.6K | 0.01% | +1,751+17.4% | Added |
| CIBC World Markets Corp | 11,929 | $740.7K | 0.01% | +853+7.7% | Added |
| MML Investors Services, LLC | 12,034 | $747.0K | 0.00% | +4,538+60.5% | Added |
| Janus Henderson Group PLC | 12,110 | $751.9K | 0.00% | +1,398+13.1% | Added |
| Baader Bank INC | 12,164 | $752.4K | 0.06% | −5,353−30.6% | Reduced |
| Fox Run Management, L.L.C. | 12,130 | $753.2K | 0.17% | +12,130 | New |
| Green Alpha Advisors, LLC | 12,177 | $756.1K | 0.59% | −599−4.7% | Reduced |
| Hillsdale Investment Management Inc. | 12,440 | $772.4K | 0.06% | +1,900+18.0% | Added |
| Moran Wealth Management, LLC | 12,670 | $786.7K | 0.02% | +4,692+58.8% | Added |
| MetLife Investment Management | 12,807 | $795.2K | 0.00% | −251−1.9% | Reduced |
| Diversified Trust Co | 13,088 | $812.6K | 0.02% | −45−0.3% | Reduced |
| Linden Thomas Advisory Services, LLC | 13,391 | $831.4K | 0.11% | +101+0.8% | Added |
| Titleist Asset Management, LLC | 13,435 | $834.2K | 0.12% | −10,939−44.9% | Reduced |
| Amalgamated Bank | 13,562 | $842.0K | 0.01% | −167−1.2% | Reduced |
| Sanctuary Advisors, LLC | 10,149 | $842.7K | 0.01% | −6,317−38.4% | Reduced |
| National Bank of Canada | 13,848 | $859.8K | 0.00% | −1,307−8.6% | Reduced |
| Natixis Advisors, L.P. | 14,058 | $873.0K | 0.00% | +14,058 | New |
| IMA Wealth, Inc. | 14,265 | $885.7K | 0.19% | +14,265 | New |
| Jones Financial Companies LLLP | 14,485 | $893.3K | 0.00% | +8,904+159.5% | Added |
| Creative Planning | 14,453 | $897.4K | 0.00% | +766+5.6% | Added |
| Wealth Enhancement Advisory Services, LLC | 14,603 | $906.7K | 0.00% | +6,390+77.8% | Added |
| Baird Financial Group, Inc. | 14,639 | $908.9K | 0.00% | −1,055−6.7% | Reduced |
| CWM Advisors, LLC | 14,668 | $910.7K | 0.09% | +14,668 | New |
| Cannon Global Investment Management, LLC | 14,725 | $914.3K | 2.19% | +425+3.0% | Added |
| Acorn Financial Advisory Services Inc | 14,769 | $917.0K | 0.16% | −2,285−13.4% | Reduced |
| U.S. Capital Wealth Advisors, LLC | 14,919 | $926.3K | 0.03% | −134−0.9% | Reduced |
| Y.D. More Investments Ltd | 17,166 | $932.5K | 0.10% | −1,942−10.2% | Reduced |
| Merit Financial Group, LLC | 15,164 | $941.5K | 0.02% | +2,664+21.3% | Added |
| Versor Investments LP | 15,302 | $950.1K | 0.15% | −10,300−40.2% | Reduced |
| Daiwa Securities Group Inc. | 15,533 | $964.0K | 0.00% | −839−5.1% | Reduced |
| Eagle Harbor Asset Management Inc | 15,917 | $988.3K | 0.98% | +571+3.7% | Added |
| Gulf International Bank (UK) Ltd | 15,967 | $991.0K | 0.03% | −972−5.7% | Reduced |
| Freestone Capital Holdings, LLC | 16,019 | $994.6K | 0.03% | −545−3.3% | Reduced |
| Brevan Howard Capital Management LP | 16,077 | $998.2K | 0.05% | +16,077 | New |
| Atria Wealth Solutions, Inc. | 16,126 | $1.00M | 0.01% | +1,523+10.4% | Added |
| Heron Bay Capital Management | 16,184 | $1.00M | 0.21% | +598+3.8% | Added |