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 |
|---|---|---|---|---|---|
| Baker Avenue Asset Management, LP | 3,237 | $201.0K | 0.01% | +3,237 | New |
| Twin Lakes Capital Management, LLC | 3,230 | $200.6K | 0.13% | −44−1.3% | Reduced |
| V-Square Quantitative Management LLC | 3,019 | $187.4K | 0.03% | +172+6.0% | Added |
| E. Ohman J:or Asset Management AB | 3,000 | $186.3K | 0.00% | +3,000 | New |
| Transcendent Capital Group LLC | 2,892 | $179.6K | 0.09% | +2,892 | New |
| Knights of Columbus Asset Advisors LLC | 2,775 | $172.3K | 0.01% | −246−8.1% | Reduced |
| Bank Julius Baer & Co. Ltd, Zurich | 2,316 | $170.5K | 0.00% | −3,111−57.3% | Reduced |
| Natixis | 2,733 | $169.7K | 0.00% | −3,291−54.6% | Reduced |
| Caz Investments LP | 3,000 | $169.0K | 0.16% | +1,000+50.0% | Added |
| Parallel Advisors, LLC | 2,581 | $160.3K | 0.00% | +88+3.5% | Added |
| Global Trust Asset Management, LLC | 2,368 | $147.0K | 0.05% | +1,280+117.6% | Added |
| CIBC Private Wealth Group, LLC | 2,081 | $129.2K | 0.00% | +890+74.7% | Added |
| Quest Partners LLC | 2,067 | $128.3K | 0.01% | −8,488−80.4% | Reduced |
| Versant Capital Management, Inc | 1,954 | $121.3K | 0.03% | +521+36.4% | Added |
| Capital Performance Advisors LLP | 1,913 | $118.8K | 0.04% | +1,913 | New |
| Reuter James Wealth Management, LLC | 1,891 | $117.4K | 0.02% | +1,891 | New |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 1,721 | $106.9K | 0.03% | +367+27.1% | Added |
| State of Wyoming | 1,638 | $101.7K | 0.01% | +1,070+188.4% | Added |
| Signaturefd, LLC | 1,503 | $93.3K | 0.00% | −116−7.2% | Reduced |
| West Tower Group, LLC | 1,500 | $93.1K | 0.20% | +500+50.0% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 1,500 | $93.1K | 0.01% | +1,200+400.0% | Added |
| Castleview Partners, LLC | 1,389 | $86.3K | 0.05% | +1,359+4,530.0% | Added |
| Horizon Investments, LLC | 1,330 | $82.6K | 0.00% | −18−1.3% | Reduced |
| Ronald Blue Trust, Inc. | 1,485 | $79.4K | 0.00% | +1,383+1,355.9% | Added |
| Westpac Banking Corp | 1,252 | $77.7K | 0.01% | +1,252 | New |
| C M Bidwell & Associates Ltd | 1,250 | $77.6K | 0.05% | −130−9.4% | Reduced |
| EverSource Wealth Advisors, LLC | 1,244 | $77.2K | 0.00% | −301−19.5% | Reduced |
| Integrated Investment Consultants, LLC | 59,760 | $75.0K | 0.02% | +59,760 | New |
| Truvestments Capital LLC | 1,189 | $73.8K | 0.02% | +1,189 | New |
| First Pacific Financial | 1,092 | $67.8K | 0.02% | 00.0% | Unchanged |
| Coppell Advisory Solutions LLC | 1,069 | $65.9K | 0.01% | +300+39.0% | Added |
| Global Retirement Partners, LLC | 1,055 | $65.5K | 0.00% | +366+53.1% | Added |
| Clearstead Advisors, LLC | 1,014 | $63.0K | 0.00% | 00.0% | Unchanged |
| Ci Investments Inc. | 975 | $61.0K | 0.00% | +82+9.2% | Added |
| Financial Perspectives, Inc | 981 | $60.9K | 0.02% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 958 | $59.5K | 0.00% | +958 | New |
| City State Bank | 899 | $55.8K | 0.02% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 893 | $55.4K | 0.00% | −500−35.9% | Reduced |
| Harbour Investments, Inc. | 838 | $52.0K | 0.00% | −145−14.8% | Reduced |
| Huntington National Bank | 829 | $51.5K | 0.00% | −54−6.1% | Reduced |
| Bryn Mawr Trust Co | 819 | $50.9K | 0.00% | +819 | New |
| IFP Advisors, Inc | 801 | $49.7K | 0.00% | +89+12.5% | Added |
| Reston Wealth Management LLC | 750 | $46.6K | 0.02% | +750 | New |
| Sumitomo Mitsui Financial Group, Inc. | 753 | $46.4K | 0.00% | −11,131−93.7% | Reduced |
| Allworth Financial LP | 743 | $46.1K | 0.00% | −96−11.4% | Reduced |
| Beacon Capital Management, LLC | 721 | $44.8K | 0.01% | 00.0% | Unchanged |
| Whittier Trust Co | 715 | $44.4K | 0.00% | 00.0% | Unchanged |
| Virtus Fund Advisers, LLC | 688 | $42.7K | 0.17% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 659 | $40.9K | 0.02% | −83−11.2% | Reduced |
| Wolff Wiese Magana LLC | 624 | $38.7K | 0.03% | +74+13.5% | Added |
| Capital Advisors, Ltd. LLC | 563 | $35.0K | 0.00% | +5+0.9% | Added |
| ZynergyRetirementPlanningLLC | 557 | $34.6K | 0.02% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 533 | $33.1K | 0.00% | +93+21.1% | Added |
| Skopos Labs, Inc. | 527 | $32.7K | 0.01% | +527 | New |
| Private Trust Co NA | 515 | $32.0K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 434 | $30.4K | 0.01% | −1−0.2% | Reduced |
| Itau Unibanco Holding S.A. | 443 | $27.5K | 0.00% | +443 | New |
| Bank & Trust Co | 424 | $26.3K | 0.02% | −19−4.3% | Reduced |
| TD Waterhouse Canada Inc. | 414 | $25.4K | 0.00% | −195−32.0% | Reduced |
| North Star Investment Management Corp. | 406 | $25.2K | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 397 | $24.6K | 0.00% | −104−20.8% | Reduced |
| Ancora Advisors, LLC | 385 | $23.9K | 0.00% | 00.0% | Unchanged |
| Performa Ltd (US), LLC | 360 | $22.4K | 0.01% | 00.0% | Unchanged |
| FNY Investment Advisers, LLC | 350 | $21.0K | 0.01% | +350 | New |
| GeoWealth Management, LLC | 316 | $19.6K | 0.00% | +316 | New |
| SWAN Capital LLC | 300 | $18.6K | 0.01% | 00.0% | Unchanged |
| NCP Inc. | 300 | $18.6K | 0.01% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 285 | $17.7K | 0.00% | −5,903−95.4% | Reduced |
| Continuum Advisory, LLC | 215 | $17.3K | 0.00% | +12+5.9% | Added |
| 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 |
| Hantz Financial Services, Inc. | 273 | $17.0K | 0.00% | −10−3.5% | Reduced |
| Activest Wealth Management | 269 | $16.7K | 0.01% | 00.0% | Unchanged |
| Pacifica Partners Inc. | 265 | $16.5K | 0.01% | +120+82.8% | Added |
| Advisors Asset Management, Inc. | 262 | $16.3K | 0.00% | +262 | New |
| CarsonAllaria Wealth Management, Ltd. | 255 | $15.8K | 0.01% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 251 | $15.6K | 0.00% | +251 | New |
| Smartleaf Asset Management LLC | 250 | $15.4K | 0.00% | +79+46.2% | Added |
| PSI Advisors, LLC | 239 | $14.8K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 239 | $14.8K | 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 |
| Grove Bank & Trust | 232 | $14.4K | 0.00% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 225 | $14.0K | 0.00% | +75+50.0% | Added |
| Strategic Investment Solutions, Inc. | 225 | $14.0K | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 171 | $13.7K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 210 | $13.0K | 0.00% | −779−78.8% | Reduced |
| TD Private Client Wealth LLC | 204 | $12.7K | 0.00% | +204 | New |
| 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 |
| Quent Capital, LLC | 199 | $12.4K | 0.00% | −134−40.2% | Reduced |
| WealthCollab, LLC | 197 | $12.2K | 0.01% | +122+162.7% | Added |
| First Horizon Advisors, Inc. | 196 | $12.2K | 0.00% | +148+308.3% | Added |
| GAMMA Investing LLC | 195 | $12.1K | 0.00% | −48−19.8% | Reduced |
| Main Street Group, LTD | 185 | $11.5K | 0.00% | 00.0% | Unchanged |
| GoalVest Advisory LLC | 181 | $11.2K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 169 | $10.5K | 0.00% | 00.0% | Unchanged |