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 |
|---|---|---|---|---|---|
| Formidable Asset Management, LLC | 6,628 | $411.5K | 0.07% | −615−8.5% | Reduced |
| Comprehensive Financial Management LLC | 6,593 | $409.4K | 0.01% | 00.0% | Unchanged |
| Leonteq Securities AG | 6,589 | $409.1K | 0.05% | −1,190−15.3% | Reduced |
| Ostrum Asset Management | 6,524 | $405.1K | 0.03% | +80+1.2% | Added |
| Ridgewood Investments LLC | 6,385 | $396.4K | 0.20% | −1,500−19.0% | Reduced |
| Pzena Investment Management LLC | 6,379 | $396.1K | 0.00% | −1,735−21.4% | Reduced |
| Picton Mahoney Asset Management | 6,394 | $396.0K | 0.02% | +3,608+129.5% | Added |
| Americana Partners, LLC | 6,332 | $393.2K | 0.03% | +1,368+27.6% | Added |
| GWM Advisors LLC | 6,276 | $389.7K | 0.00% | −2,695−30.0% | Reduced |
| Axiom Advisory, LLC | 6,848 | $383.8K | 0.00% | +107+1.6% | Added |
| Bennett Selby Investments LP | 6,071 | $376.9K | 0.16% | −821−11.9% | Reduced |
| Wealthspire Advisors, LLC | 6,063 | $376.5K | 0.00% | −607−9.1% | Reduced |
| Philip James Wealth Mangement, LLC | 5,970 | $370.7K | 0.05% | +5,970 | New |
| Asahi Life Asset Management Co., Ltd. | 5,890 | $365.7K | 0.22% | +5,890 | New |
| Meiji Yasuda Life Insurance Co | 5,876 | $364.8K | 0.01% | 00.0% | Unchanged |
| Citizens Financial Group Inc | 5,857 | $363.7K | 0.01% | −1,272−17.8% | Reduced |
| Audent Global Asset Management, LLC | 5,683 | $352.9K | 0.60% | −11,267−66.5% | Reduced |
| Kovitz Investment Group Partners, LLC | 5,715 | $349.8K | 0.00% | +5,715 | New |
| Bristlecone Advisors, LLC | 5,554 | $344.8K | 0.03% | −3−0.1% | Reduced |
| Western Wealth Management, LLC | 5,528 | $343.2K | 0.02% | −60−1.1% | Reduced |
| Principal Securities, Inc. | 5,516 | $342.5K | 0.01% | +3,849+230.9% | Added |
| DRW Securities, LLC | 5,460 | $339.0K | 0.02% | +5,460 | New |
| Centaurus Financial, Inc. | 5,440 | $338.0K | 0.02% | −555−9.3% | Reduced |
| Oppenheimer Asset Management Inc. | 5,442 | $337.9K | 0.00% | +481+9.7% | Added |
| UniSuper Management Pty Ltd | 5,400 | $335.3K | 0.00% | −8,700−61.7% | Reduced |
| Warren Averett Asset Management, LLC | 5,365 | $333.1K | 0.01% | −32,758−85.9% | Reduced |
| FinTrust Capital Advisors, LLC | 5,515 | $328.0K | 0.06% | −177−3.1% | Reduced |
| Oversea-Chinese Banking CORP Ltd | 5,262 | $326.7K | 0.01% | +5,262 | New |
| Palogic Value Management, L.P. | 5,252 | $326.1K | 0.13% | −35−0.7% | Reduced |
| CAPROCK Group, Inc. | 5,145 | $319.5K | 0.01% | +5,145 | New |
| Donoghue Forlines LLC | 5,139 | $319.1K | 0.09% | +5,139 | New |
| RSM US Wealth Management LLC | 5,182 | $318.3K | 0.00% | +756+17.1% | Added |
| TownSquare Capital, LLC | 5,103 | $316.8K | 0.00% | +183+3.7% | Added |
| Legacy Financial Advisors, Inc. | 5,058 | $314.1K | 0.05% | 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 |
| 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 |
| Integrated Wealth Concepts LLC | 4,964 | $308.2K | 0.00% | −26−0.5% | Reduced |
| Harvest Fund Management Co., Ltd | 4,926 | $306.0K | 0.02% | +4,926 | New |
| Ariadne Wealth Management, LP | 3,927 | $300.3K | 0.16% | +3,927 | New |
| Kestra Private Wealth Services, LLC | 4,752 | $295.1K | 0.01% | −1,018−17.6% | Reduced |
| Sigma Planning Corp | 4,703 | $292.0K | 0.01% | +106+2.3% | Added |
| Flagship Harbor Advisors, LLC | 4,674 | $290.2K | 0.02% | −178−3.7% | Reduced |
| Truist Financial Corp | 4,638 | $288.0K | 0.00% | −4,500−49.2% | Reduced |
| Atomi Financial Group, Inc. | 4,626 | $287.2K | 0.02% | +815+21.4% | Added |
| Vestcor Inc | 4,619 | $287.0K | 0.01% | 00.0% | Unchanged |
| Pingora Partners LLC | 4,600 | $285.6K | 0.20% | 00.0% | Unchanged |
| DMG Group, LLC | 4,561 | $283.2K | 0.23% | +201+4.6% | Added |
| LGT Group Foundation | 3,540 | $281.0K | 0.00% | +3,540 | New |
| Sovereign Financial Group, Inc. | 4,487 | $278.6K | 0.07% | +184+4.3% | Added |
| Independent Advisor Alliance | 4,465 | $277.2K | 0.01% | −611−12.0% | Reduced |
| Griffin Asset Management, Inc. | 4,450 | $276.3K | 0.03% | 00.0% | Unchanged |
| Optimist Retirement Group LLC | 4,416 | $274.2K | 0.12% | +161+3.8% | Added |
| SRS Capital Advisors, Inc. | 4,381 | $272.0K | 0.02% | +456+11.6% | Added |
| Impact Partnership Wealth, LLC | 4,373 | $271.5K | 0.06% | −22−0.5% | Reduced |
| Silvant Capital Management LLC | 4,355 | $270.4K | 0.01% | −106−2.4% | Reduced |
| Aaron Wealth Advisors | 4,334 | $269.1K | 0.03% | +4,334 | New |
| Farther Finance Advisors, LLC | 4,320 | $268.2K | 0.01% | +1,271+41.7% | Added |
| Ossiam | 4,235 | $263.0K | 0.01% | +582+15.9% | Added |
| Gries Financial LLC | 4,164 | $258.5K | 0.05% | −1,743−29.5% | Reduced |
| Tairen Capital Ltd | 3,700 | $256.7K | 0.01% | +3,700 | New |
| Motley Fool Asset Management LLC | 4,147 | $254.7K | 0.02% | +32+0.8% | Added |
| Synergy Financial Group, LTD | 4,101 | $254.6K | 0.24% | −19−0.5% | Reduced |
| Magnetar Financial LLC | 4,032 | $250.3K | 0.01% | +4,032 | New |
| Kapitalo Investimentos Ltda | 3,995 | $248.1K | 0.06% | −1,990−33.2% | Reduced |
| Csenge Advisory Group | 3,545 | $244.2K | 0.01% | −9,400−72.6% | Reduced |
| Bridgewater Associates, LP | 3,927 | $243.8K | 0.00% | −128,503−97.0% | Reduced |
| Journey Strategic Wealth LLC | 3,914 | $243.0K | 0.01% | +3,914 | New |
| Clear Creek Financial Management, LLC | 3,902 | $242.3K | 0.03% | −976−20.0% | Reduced |
| Corebridge Financial, Inc. | 3,901 | $242.2K | 0.00% | −140−3.5% | Reduced |
| State of Alaska, Department of Revenue | 3,895 | $241.0K | 0.00% | −4,270−52.3% | Reduced |
| Wealthfront Advisers LLC | 3,878 | $240.8K | 0.00% | +3,878 | New |
| Exchange Traded Concepts, LLC | 3,849 | $239.0K | 0.01% | +3,711+2,689.1% | Added |
| United Advisor Group, LLC | 3,841 | $238.5K | 0.05% | −292−7.1% | Reduced |
| Claret Asset Management Corp | 3,839 | $238.0K | 0.04% | +20+0.5% | Added |
| Claro Advisors LLC | 3,793 | $235.5K | 0.03% | +3,793 | New |
| Aspen Investment Management Inc | 3,735 | $232.0K | 0.11% | −15−0.4% | Reduced |
| Park Avenue Securities LLC | 3,726 | $231.0K | 0.00% | +3,726 | New |
| Rakuten Investment Management, Inc. | 3,745 | $231.0K | 0.00% | +920+32.6% | Added |
| Sterling Capital Management LLC | 3,712 | $230.5K | 0.00% | +3,712 | New |
| Stephens Inc | 3,632 | $225.5K | 0.00% | −154−4.1% | Reduced |
| Metis Global Partners, LLC | 3,609 | $224.1K | 0.01% | +3,609 | New |
| US Bancorp | 3,561 | $221.1K | 0.00% | +398+12.6% | Added |
| National Asset Management, Inc. | 3,497 | $218.7K | 0.01% | −5,032−59.0% | Reduced |
| Burton Enright Welch | 3,499 | $217.3K | 0.05% | +3,499 | New |
| Integrated Advisors Network LLC | 3,492 | $216.8K | 0.01% | +3,492 | New |
| Financial Partners Group, Inc | 3,486 | $216.4K | 0.03% | +3,486 | New |
| Geneos Wealth Management Inc. | 3,469 | $215.4K | 0.01% | 00.0% | Unchanged |
| Mirae Asset Global Investments Co., Ltd. | 3,466 | $213.7K | 0.00% | +413+13.5% | Added |
| Sym Financial Corp | 3,389 | $210.4K | 0.03% | +3,389 | New |
| United Capital Financial Advisers, LLC | 3,353 | $208.2K | 0.00% | +3,353 | New |
| Dorsey & Whitney Trust CO LLC | 3,345 | $207.7K | 0.01% | +3,345 | New |
| EP Wealth Advisors, LLC | 3,308 | $205.4K | 0.00% | +3,308 | New |
| Covestor Ltd | 3,306 | $205.0K | 0.13% | +182+5.8% | Added |
| Knollwood Investment Advisory, LLC | 3,301 | $205.0K | 0.02% | +3,301 | New |
| Apollon Wealth Management, LLC | 3,262 | $202.5K | 0.01% | +3,262 | New |
| Tyche Wealth Partners LLC | 3,250 | $201.8K | 0.05% | +3,250 | New |
| Sunbelt Securities, Inc. | 3,247 | $201.6K | 0.02% | −165−4.8% | Reduced |
| Eqis Capital Management, Inc. | 3,245 | $201.5K | 0.02% | +3,245 | New |