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 |
|---|---|---|---|---|---|
| Eagle Harbor Asset Management Inc | 15,917 | $988.3K | 0.98% | +571+3.7% | Added |
| Daiwa Securities Group Inc. | 15,533 | $964.0K | 0.00% | −839−5.1% | Reduced |
| Versor Investments LP | 15,302 | $950.1K | 0.15% | −10,300−40.2% | Reduced |
| Merit Financial Group, LLC | 15,164 | $941.5K | 0.02% | +2,664+21.3% | Added |
| Y.D. More Investments Ltd | 17,166 | $932.5K | 0.10% | −1,942−10.2% | Reduced |
| U.S. Capital Wealth Advisors, LLC | 14,919 | $926.3K | 0.03% | −134−0.9% | Reduced |
| Acorn Financial Advisory Services Inc | 14,769 | $917.0K | 0.16% | −2,285−13.4% | Reduced |
| Cannon Global Investment Management, LLC | 14,725 | $914.3K | 2.19% | +425+3.0% | Added |
| CWM Advisors, LLC | 14,668 | $910.7K | 0.09% | +14,668 | New |
| Baird Financial Group, Inc. | 14,639 | $908.9K | 0.00% | −1,055−6.7% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 14,603 | $906.7K | 0.00% | +6,390+77.8% | Added |
| Creative Planning | 14,453 | $897.4K | 0.00% | +766+5.6% | Added |
| Jones Financial Companies LLLP | 14,485 | $893.3K | 0.00% | +8,904+159.5% | Added |
| IMA Wealth, Inc. | 14,265 | $885.7K | 0.19% | +14,265 | New |
| Natixis Advisors, L.P. | 14,058 | $873.0K | 0.00% | +14,058 | New |
| National Bank of Canada | 13,848 | $859.8K | 0.00% | −1,307−8.6% | Reduced |
| Sanctuary Advisors, LLC | 10,149 | $842.7K | 0.01% | −6,317−38.4% | Reduced |
| Amalgamated Bank | 13,562 | $842.0K | 0.01% | −167−1.2% | Reduced |
| Titleist Asset Management, LLC | 13,435 | $834.2K | 0.12% | −10,939−44.9% | Reduced |
| Linden Thomas Advisory Services, LLC | 13,391 | $831.4K | 0.11% | +101+0.8% | Added |
| Diversified Trust Co | 13,088 | $812.6K | 0.02% | −45−0.3% | Reduced |
| MetLife Investment Management | 12,807 | $795.2K | 0.00% | −251−1.9% | Reduced |
| Moran Wealth Management, LLC | 12,670 | $786.7K | 0.02% | +4,692+58.8% | Added |
| Hillsdale Investment Management Inc. | 12,440 | $772.4K | 0.06% | +1,900+18.0% | Added |
| Green Alpha Advisors, LLC | 12,177 | $756.1K | 0.59% | −599−4.7% | Reduced |
| Fox Run Management, L.L.C. | 12,130 | $753.2K | 0.17% | +12,130 | New |
| Baader Bank INC | 12,164 | $752.4K | 0.06% | −5,353−30.6% | Reduced |
| Janus Henderson Group PLC | 12,110 | $751.9K | 0.00% | +1,398+13.1% | Added |
| MML Investors Services, LLC | 12,034 | $747.0K | 0.00% | +4,538+60.5% | Added |
| CIBC World Markets Corp | 11,929 | $740.7K | 0.01% | +853+7.7% | Added |
| JustInvest LLC | 11,831 | $734.6K | 0.01% | +1,751+17.4% | Added |
| Maryland State Retirement & Pension System | 11,628 | $722.0K | 0.02% | −3,996−25.6% | Reduced |
| Woodline Partners LP | 11,584 | $719.3K | 0.01% | +11,584 | New |
| Davenport & Co LLC | 11,463 | $711.7K | 0.00% | +130+1.1% | Added |
| O'Shaughnessy Asset Management, LLC | 10,257 | $706.3K | 0.01% | +1,853+22.0% | Added |
| Summit Global Investments | 11,305 | $702.0K | 0.04% | +575+5.4% | Added |
| Bokf, NA | 11,022 | $694.2K | 0.01% | −1,042−8.6% | Reduced |
| Quattro Financial Advisors LLC | 10,000 | $684.1K | 0.20% | 00.0% | Unchanged |
| Oak Harvest Investment Services | 11,000 | $683.0K | 0.10% | +11,000 | New |
| MAI Capital Management | 10,961 | $680.6K | 0.01% | −2,387−17.9% | Reduced |
| NewEdge Wealth, LLC | 10,837 | $672.9K | 0.01% | +8+0.1% | Added |
| Summit Trail Advisors, LLC | 10,812 | $671.3K | 0.02% | −1,633−13.1% | Reduced |
| Carrera Capital Advisors | 10,731 | $666.3K | 0.16% | +10,731 | New |
| M&T Bank Corp | 10,697 | $664.0K | 0.00% | +558+5.5% | Added |
| Aspiriant, LLC | 10,549 | $655.0K | 0.02% | +20.0% | Added |
| Wiley Bros.-Aintree Capital, LLC | 10,513 | $645.9K | 0.01% | +2,901+38.1% | Added |
| Jackson Creek Investment Advisors LLC | 10,356 | $643.0K | 0.19% | +4,032+63.8% | Added |
| SeaCrest Wealth Management, LLC | 10,333 | $641.6K | 0.07% | −406−3.8% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 10,242 | $635.9K | 0.02% | −70−0.7% | Reduced |
| Simplicity Wealth,LLC | 10,232 | $635.3K | 0.06% | +52+0.5% | Added |
| Affinity Investment Advisors, LLC | 10,113 | $627.9K | 0.43% | 00.0% | Unchanged |
| Brighton Jones LLC | 10,071 | $625.3K | 0.02% | −3,188−24.0% | Reduced |
| Bank of Nova Scotia | 9,922 | $616.1K | 0.00% | −834−7.8% | Reduced |
| Commerce Bank | 9,852 | $611.7K | 0.00% | +341+3.6% | Added |
| Wolverine Trading, LLC | 9,699 | $598.1K | 0.02% | +954+10.9% | Added |
| Prudential PLC | 9,495 | $589.5K | 0.00% | +9,495 | New |
| Wealth Management Associates, Inc. | 9,420 | $584.9K | 0.26% | −455−4.6% | Reduced |
| iA Global Asset Management Inc. | 9,358 | $581.0K | 0.01% | +1,842+24.5% | Added |
| Colony Group, LLC | 9,234 | $573.3K | 0.00% | +9,234 | New |
| Patriot Financial Group Insurance Agency, LLC | 9,211 | $571.9K | 0.08% | +9,211 | New |
| Federation des caisses Desjardins du Quebec | 9,143 | $567.2K | 0.00% | −80−0.9% | Reduced |
| RMR Wealth Builders | 9,108 | $565.5K | 0.06% | −67−0.7% | Reduced |
| SG Americas Securities, LLC | 9,062 | $563.0K | 0.00% | −8,249−47.7% | Reduced |
| Bollard Group LLC | 9,053 | $562.0K | 0.01% | 00.0% | Unchanged |
| Prairie Wealth Advisors, Inc. | 9,019 | $560.0K | 0.28% | −645−6.7% | Reduced |
| Unique Wealth Strategies, LLC | 9,012 | $559.5K | 0.24% | +713+8.6% | Added |
| Foundry Partners, LLC | 8,899 | $552.5K | 0.03% | +8,899 | New |
| Left Brain Wealth Management, LLC | 8,839 | $548.8K | 0.26% | −40−0.5% | Reduced |
| Atria Investments LLC | 8,836 | $548.6K | 0.01% | +96+1.1% | Added |
| Financial Advocates Investment Management | 8,537 | $530.1K | 0.03% | −1,259−12.9% | Reduced |
| Profund Advisors LLC | 8,492 | $527.3K | 0.02% | −4,387−34.1% | Reduced |
| Beck Capital Management, LLC | 8,485 | $526.8K | 0.14% | +547+6.9% | Added |
| Garde Capital, Inc. | 8,386 | $521.0K | 0.03% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 8,341 | $517.9K | 0.00% | −2,083−20.0% | Reduced |
| Rehmann Capital Advisory Group | 8,085 | $514.1K | 0.03% | −401−4.7% | Reduced |
| BNP Paribas | 8,300 | $513.6K | 0.02% | 00.0% | Unchanged |
| APG Asset Management N.V. | 9,221 | $513.0K | 0.00% | −210,186−95.8% | Reduced |
| Intellectus Partners, LLC | 7,977 | $495.3K | 0.13% | −795−9.1% | Reduced |
| J.W. Cole Advisors, Inc. | 7,946 | $493.4K | 0.02% | +155+2.0% | Added |
| Independent Financial Group, LLC | 7,923 | $491.9K | 0.02% | −1,587−16.7% | Reduced |
| Machina Capital S.A.S. | 7,918 | $491.6K | 0.20% | +7,918 | New |
| Rodgers Brothers Inc. | 7,840 | $486.8K | 0.06% | −150−1.9% | Reduced |
| XTX Topco Ltd | 7,615 | $472.8K | 0.03% | −30,244−79.9% | Reduced |
| Essex Financial Services, Inc. | 6,682 | $472.3K | 0.03% | −164−2.4% | Reduced |
| Gilbert & Cook, Inc. | 7,503 | $465.9K | 0.06% | −253−3.3% | Reduced |
| Guggenheim Capital LLC | 7,485 | $464.7K | 0.00% | −3,545−32.1% | Reduced |
| Boothbay Fund Management, LLC | 7,451 | $462.6K | 0.01% | +7,451 | New |
| CIBC Asset Management Inc | 7,293 | $452.8K | 0.00% | +372+5.4% | Added |
| Prosperity Wealth Management, Inc. | 7,290 | $452.6K | 0.18% | +40+0.6% | Added |
| DC Investments Management, LLC | 7,279 | $452.0K | 0.32% | 00.0% | Unchanged |
| Pinnacle Associates Ltd | 7,567 | $449.9K | 0.01% | +2,558+51.1% | Added |
| Marex Group plc | 7,238 | $449.4K | 0.01% | −1,436−16.6% | Reduced |
| Tokio Marine Asset Management Co Ltd | 7,077 | $439.4K | 0.02% | 00.0% | Unchanged |
| Dynamic Technology Lab Private Ltd | 7,059 | $438.0K | 0.05% | −49,004−87.4% | Reduced |
| Patten & Patten Inc | 7,009 | $435.2K | 0.03% | −5,201−42.6% | Reduced |
| PFG Investments, LLC | 6,971 | $432.8K | 0.03% | −740−9.6% | Reduced |
| Hilltop Holdings Inc. | 6,834 | $424.3K | 0.03% | −3,114−31.3% | Reduced |
| Pallas Capital Advisors LLC | 5,977 | $421.9K | 0.02% | +5,977 | New |
| Venturi Wealth Management, LLC | 6,722 | $417.4K | 0.02% | +1,114+19.9% | Added |
| Essex LLC | 6,688 | $415.3K | 0.09% | −385−5.4% | Reduced |