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 |
|---|---|---|---|---|---|
| Cullen/Frost Bankers, Inc. | 167 | $10.4K | 0.00% | +156+1,418.2% | Added |
| NewSquare Capital LLC | 153 | $9.50K | 0.00% | 00.0% | Unchanged |
| IAG Wealth Partners, LLC | 140 | $8.69K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 129 | $8.00K | 0.00% | 00.0% | Unchanged |
| Ashburton (Jersey) Ltd | 133 | $8.00K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 126 | $7.82K | 0.00% | +27+27.3% | Added |
| Strengthening Families & Communities, LLC | 126 | $7.82K | 0.00% | 00.0% | Unchanged |
| Oarsman Capital, Inc. | 125 | $7.76K | 0.00% | +125 | New |
| Salem Investment Counselors Inc | 118 | $7.33K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 117 | $7.26K | 0.00% | −32−21.5% | Reduced |
| Spire Wealth Management | 115 | $7.14K | 0.00% | 00.0% | Unchanged |
| Householder Group Estate & Retirement Specialist, LLC | 128 | $7.00K | 0.00% | −28−17.9% | Reduced |
| Avion Wealth | 119 | $7.00K | 0.00% | +19+19.0% | Added |
| Colonial Trust Advisors | 110 | $6.83K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 108 | $6.71K | 0.00% | 00.0% | Unchanged |
| PFS Partners, LLC | 105 | $6.52K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 100 | $6.21K | 0.00% | 00.0% | Unchanged |
| Addison Advisors LLC | 100 | $6.21K | 0.00% | 00.0% | Unchanged |
| Nordwand Advisors, LLC | 100 | $6.21K | 0.00% | 00.0% | Unchanged |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 100 | $6.21K | 0.00% | 00.0% | Unchanged |
| Macroview Investment Management LLC | 97 | $6.02K | 0.01% | −30−23.6% | Reduced |
| TSFG, LLC | 92 | $6.00K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 96 | $5.96K | 0.00% | −11−10.3% | Reduced |
| Hollencrest Capital Management | 90 | $5.59K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 84 | $5.22K | 0.00% | +3+3.7% | Added |
| Migdal Insurance & Financial Holdings Ltd. | 79 | $5.00K | 0.00% | −523−86.9% | Reduced |
| Capital Analysts, LLC | 80 | $5.00K | 0.00% | −449−84.9% | Reduced |
| Bessemer Group Inc | 80 | $5.00K | 0.00% | +80 | New |
| Hemington Wealth Management | 73 | $5.00K | 0.00% | +73 | New |
| Tidemark, LLC | 79 | $4.91K | 0.00% | 00.0% | Unchanged |
| Nemes Rush Group LLC | 81 | $4.82K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 75 | $4.66K | 0.00% | 00.0% | Unchanged |
| ZRC Wealth Management, LLC | 72 | $4.47K | 0.00% | 00.0% | Unchanged |
| Jaffetilchin Investment Partners, LLC | 68 | $4.22K | 0.00% | +68 | New |
| Brown Brothers Harriman & Co | 67 | $4.16K | 0.00% | +67 | New |
| NBC Securities, Inc. | 66 | $4.00K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 58 | $3.60K | 0.00% | +21+56.8% | Added |
| Asset Dedication, LLC | 53 | $3.29K | 0.00% | −69−56.6% | Reduced |
| Umb Bank N A | 53 | $3.29K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 52 | $3.23K | 0.00% | −14−21.2% | Reduced |
| Bartlett & Co. Wealth Management LLC | 52 | $3.23K | 0.00% | 00.0% | Unchanged |
| BFSG, LLC | 50 | $3.10K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 63 | $3.00K | 0.00% | −45−41.7% | Reduced |
| Creekmur Asset Management LLC | 47 | $2.92K | 0.00% | −4−7.8% | Reduced |
| Proequities, Inc. | 45 | $2.79K | 0.00% | −35−43.8% | Reduced |
| GHP Investment Advisors, Inc. | 44 | $2.73K | 0.00% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 44 | $2.73K | 0.00% | 00.0% | Unchanged |
| Gleason Group, Inc. | 43 | $2.67K | 0.00% | −1−2.3% | Reduced |
| Westside Investment Management, Inc. | 40 | $2.48K | 0.00% | 00.0% | Unchanged |
| Anfield Capital Management, LLC | 30 | $1.86K | 0.00% | 00.0% | Unchanged |
| Caitlin John, LLC | 19 | $1.55K | 0.00% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 25 | $1.55K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 22 | $1.37K | 0.00% | +1+4.8% | Added |
| CNB Bank | 21 | $1.30K | 0.00% | −225−91.5% | Reduced |
| Raffa Wealth Management, LLC | 20 | $1.24K | 0.00% | 00.0% | Unchanged |
| Global Wealth Strategies & Associates | 20 | $1.24K | 0.00% | 00.0% | Unchanged |
| VitalStone Financial, LLC | 20 | $1.24K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 20 | $1.24K | 0.00% | +17+566.7% | Added |
| BOK Financial Private Wealth, Inc. | 20 | $1.24K | 0.00% | +20 | New |
| Solstein Capital, LLC | 18 | $1.12K | 0.00% | 00.0% | Unchanged |
| Golden State Equity Partners | 18 | $1.12K | 0.00% | +18 | New |
| Fifth Third Bancorp | 15 | $931 | 0.00% | +15 | New |
| Trust Co of Vermont | 15 | $931 | 0.00% | +15 | New |
| Valued Wealth Advisors LLC | 13 | $808 | 0.00% | 00.0% | Unchanged |
| Mather Group, LLC. | 13 | $807 | 0.00% | −564−97.7% | Reduced |
| Vermillion & White Wealth Management Group, LLC | 12 | $745 | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 11 | $683 | 0.00% | −499−97.8% | Reduced |
| Pittenger & Anderson Inc | 11 | $683 | 0.00% | 00.0% | Unchanged |
| St. Johns Investment Management Company, LLC | 10 | $621 | 0.00% | 00.0% | Unchanged |
| MB, Levis & Associates, LLC | 10 | $621 | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 10 | $621 | 0.00% | +10 | New |
| ORG Partners LLC | 10 | $620 | 0.00% | −121−92.4% | Reduced |
| True Wealth Design, LLC | 9 | $559 | 0.00% | −2−18.2% | Reduced |
| Painted Porch Advisors LLC | 9 | $559 | 0.00% | 00.0% | Unchanged |
| Riverview Trust Co | 9 | $559 | 0.00% | +9 | New |
| AdvisorNet Financial, Inc | 8 | $497 | 0.00% | −20−71.4% | Reduced |
| Glass Jacobson Investment Advisors llc | 8 | $497 | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 8 | $497 | 0.00% | +8 | New |
| Key Financial Inc | 7 | $435 | 0.00% | 00.0% | Unchanged |
| Voisard Asset Management Group, Inc. | 7 | $435 | 0.00% | +7 | New |
| Bear Mountain Capital, Inc. | 5 | $350 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 5 | $311 | 0.00% | −7−58.3% | Reduced |
| PayPay Securities Corp | 5 | $310 | 0.03% | −8−61.5% | Reduced |
| American Capital Advisory, LLC | 4 | $249 | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 4 | $249 | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 2 | $125 | 0.00% | −29−93.5% | Reduced |
| St Germain D J Co Inc | 2 | $124 | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 1 | $63 | 0.00% | −7−87.5% | Reduced |
| DHJJ Financial Advisors, Ltd. | 1 | $63 | 0.00% | −1−50.0% | Reduced |
| Core Alternative Capital | 1 | $62 | 0.00% | 00.0% | Unchanged |
| Gordian Capital Singapore Pte Ltd | 1 | $62 | 0.00% | 00.0% | Unchanged |
| NBT Bank N A | 1 | $62 | 0.00% | +1 | New |
| Pineridge Advisors LLC | 1 | $62 | 0.00% | +1 | New |
| ORG Wealth Partners, LLC | 1 | $62 | 0.00% | +1 | New |
| Dogwood Wealth Management LLC | 0 | $2 | 0.00% | 0 | Unchanged |
| Laurion Capital Management LP | 0 | $0 | 0.00% | −848,659−100.0% | Sold out |
| Candlestick Capital Management LP | 0 | $0 | 0.00% | −826,893−100.0% | Sold out |
| Healthcare of Ontario Pension Plan Trust Fund | 0 | $0 | 0.00% | −303,700−100.0% | Sold out |
| Carlson Capital L P | 0 | $0 | 0.00% | −242,274−100.0% | Sold out |
| LMR Partners LLP | 0 | $0 | 0.00% | −228,681−100.0% | Sold out |