Skip to main content

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, Q4 2024

Institutional positions in DocuSign, Inc. as of Dec 31, 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
819
+134 vs. Q3 2024
Shares held
176.8M
+13.3M (+8.2%) vs. Q3 2024
Total value
$15.9B
+$5.78B (+57.0%) vs. Q3 2024
New holders
222
264 more added
Sold out
88
234 more reduced

10 institutions that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 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.

Institutional holdersQ4 2024: 819 institutions
Q1 2021: 970 institutionsQ2 2021: 1,028 institutionsQ3 2021: 1,043 institutionsQ4 2021: 1,010 institutionsQ1 2022: 936 institutionsQ2 2022: 793 institutionsQ3 2022: 738 institutionsQ4 2022: 737 institutionsQ1 2023: 728 institutionsQ2 2023: 712 institutionsQ3 2023: 665 institutionsQ4 2023: 708 institutionsQ1 2024: 686 institutionsQ2 2024: 669 institutionsQ3 2024: 695 institutionsQ4 2024: 819 institutionsQ1 2025: 810 institutionsQ2 2025: 782 institutionsQ3 2025: 816 institutionsQ4 2025: 791 institutionsQ1 2026: 709 institutionsQ2 2026: 674 institutions
Value heldQ4 2024: $15.9B
Q1 2021: $28.7BQ2 2021: $41.7BQ3 2021: $39.2BQ4 2021: $23.0BQ1 2022: $16.5BQ2 2022: $8.86BQ3 2022: $8.32BQ4 2022: $8.69BQ1 2023: $9.15BQ2 2023: $8.15BQ3 2023: $6.37BQ4 2023: $9.38BQ1 2024: $9.60BQ2 2024: $8.62BQ3 2024: $10.1BQ4 2024: $15.9BQ1 2025: $14.1BQ2 2025: $13.7BQ3 2025: $12.2BQ4 2025: $11.6BQ1 2026: $8.50BQ2 2026: $7.87B
Institutions holding DOCU and their total value by quarter
QuarterHoldersValue
Q2 2026674$7.87B
Q1 2026709$8.50B
Q4 2025791$11.6B
Q3 2025816$12.2B
Q2 2025782$13.7B
Q1 2025810$14.1B
Q4 2024819$15.9B
Q3 2024695$10.1B
Q2 2024669$8.62B
Q1 2024686$9.60B
Q4 2023708$9.38B
Q3 2023665$6.37B
Q2 2023712$8.15B
Q1 2023728$9.15B
Q4 2022737$8.69B
Q3 2022738$8.32B
Q2 2022793$8.86B
Q1 2022936$16.5B
Q4 20211,010$23.0B
Q3 20211,043$39.2B
Q2 20211,028$41.7B
Q1 2021970$28.7B

Institutions, Q4 2024

Shares, value and share of portfolio for each institution holding DocuSign, Inc.; share changes are against Q3 2024.

Institutions holding DOCU in Q4 2024
InstitutionSharesValue% of portfolioChange in sharesAction
ORG Wealth Partners, LLC1$890.00%00.0%Unchanged
Activest Wealth Management1$900.00%−268−99.6%Reduced
DHJJ Financial Advisors, Ltd.1$900.00%00.0%Unchanged
NBT Bank N A1$900.00%00.0%Unchanged
Core Alternative Capital1$900.00%00.0%Unchanged
Pineridge Advisors LLC1$900.00%00.0%Unchanged
Parkworth Wealth Management, Inc.1$900.00%+1New
Global Financial Private Client, LLC2$1800.00%+2New
Decker Retirement Planning Inc.3$2700.00%+3New
Evelyn Partners Investment Management LLP3$2700.00%+3New
Caitlin John, LLC4$3600.00%−15−78.9%Reduced
Manchester Capital Management LLC4$3600.00%00.0%Unchanged
Crewe Advisors LLC4$3600.00%+4New
Winnow Wealth LLC5$3620.00%+5New
Roxbury Financial LLC5$3980.00%+5New
DiNuzzo Private Wealth, Inc.5$4500.00%+4+400.0%Added
Bear Mountain Capital, Inc.5$4530.00%00.0%Unchanged
Legacy Investment Solutions, LLC6$5430.00%+6New
Legacy Wealth Managment, LLC6$5430.00%+6New
Key Financial Inc7$6300.00%00.0%Unchanged
PayPay Securities Corp7$6300.03%+2+40.0%Added
Sittner & Nelson, LLC7$6300.00%+7New
True Wealth Design, LLC8$7200.00%−1−11.1%Reduced
Glass Jacobson Investment Advisors llc8$7200.00%00.0%Unchanged
Sound Income Strategies, LLC8$7200.00%+8New
Prestige Wealth Management Group LLC8$7200.00%+8New
Riverview Trust Co9$8090.00%00.0%Unchanged
Painted Porch Advisors LLC9$8090.00%00.0%Unchanged
Carolina Wealth Advisors, LLC9$8090.00%+9New
Principia Wealth Advisory, LLC9$8090.00%+9New
Beacon Capital Management, LLC10$8990.00%−711−98.6%Reduced
St. Johns Investment Management Company, LLC10$8990.00%00.0%Unchanged
MB, Levis & Associates, LLC10$8990.00%00.0%Unchanged
ORG Partners LLC10$8990.00%00.0%Unchanged
Pittenger & Anderson Inc11$9900.00%00.0%Unchanged
Migdal Insurance & Financial Holdings Ltd.14$1.00K0.00%−65−82.3%Reduced
AdvisorNet Financial, Inc12$1.08K0.00%+4+50.0%Added
Valued Wealth Advisors LLC13$1.17K0.00%00.0%Unchanged
SJS Investment Consulting Inc.13$1.17K0.00%+8+160.0%Added
Concord Wealth Partners14$1.26K0.00%+14New
Cassady Schiller Wealth Management, LLC14$1.26K0.00%+14New
New Millennium Group LLC15$1.35K0.00%+15New
Synergy Financial Management, LLC23$1.43K0.00%+23New
Solstein Capital, LLC18$1.62K0.00%00.0%Unchanged
Holos Integrated Wealth LLC18$1.62K0.00%+18New
Asset Dedication, LLC20$1.80K0.00%−33−62.3%Reduced
Raffa Wealth Management, LLC20$1.80K0.00%00.0%Unchanged
MV Capital Management, Inc.20$1.80K0.00%00.0%Unchanged
Global Wealth Strategies & Associates20$1.80K0.00%00.0%Unchanged
Toth Financial Advisory Corp20$1.80K0.00%+20New
Marshall & Sterling Wealth Advisors Inc.20$1.80K0.00%+20New
CNB Bank21$1.89K0.00%00.0%Unchanged
Sachetta, LLC22$1.98K0.00%00.0%Unchanged
Central Trust Co22$1.98K0.00%+22New
Householder Group Estate & Retirement Specialist, LLC26$2.00K0.00%−102−79.7%Reduced
Winthrop Capital Management, LLC22$2.00K0.00%+22New
JFS Wealth Advisors, LLC23$2.07K0.00%+21+1,050.0%Added
Performa Ltd (US), LLC25$2.25K0.00%−335−93.1%Reduced
Anchor Investment Management, LLC25$2.25K0.00%00.0%Unchanged
Park Place Capital Corp27$2.43K0.00%+27New
YANKCOM Partnership28$2.52K0.00%+28New
Anfield Capital Management, LLC30$2.70K0.00%00.0%Unchanged
Capital Analysts, LLC32$3.00K0.00%−48−60.0%Reduced
Quest Partners LLC38$3.42K0.00%−2,029−98.2%Reduced
Nemes Rush Group LLC43$3.87K0.00%−38−46.9%Reduced
Gleason Group, Inc.43$3.87K0.00%00.0%Unchanged
Tucker Asset Management LLC44$3.96K0.00%00.0%Unchanged
GHP Investment Advisors, Inc.44$3.96K0.00%00.0%Unchanged
Proequities, Inc.45$4.13K0.00%00.0%Unchanged
Creekmur Asset Management LLC47$4.23K0.00%00.0%Unchanged
Rise Advisors, LLC48$4.32K0.00%−226−82.5%Reduced
NCP Inc.50$4.50K0.00%−250−83.3%Reduced
BFSG, LLC50$4.50K0.00%00.0%Unchanged
Westside Investment Management, Inc.50$4.50K0.00%+10+25.0%Added
Asset Planning,Inc50$4.50K0.00%+50New
Bartlett & Co. Wealth Management LLC52$4.68K0.00%00.0%Unchanged
Hurley Capital, LLC52$4.69K0.00%+52New
High Note Wealth, LLC56$5.04K0.00%+56New
Golden State Wealth Management, LLC62$5.58K0.00%+62New
Farmers & Merchants Investments Inc65$5.85K0.00%+65New
WR Wealth Planners, LLC66$5.94K0.00%−208−75.9%Reduced
Brown Brothers Harriman & Co67$6.03K0.00%00.0%Unchanged
Bell Investment Advisors, Inc67$6.03K0.00%+15+28.8%Added
ZRC Wealth Management, LLC72$6.48K0.00%00.0%Unchanged
Hemington Wealth Management83$7.00K0.00%+10+13.7%Added
Valley National Advisers Inc87$7.00K0.00%+24+38.1%Added
Tidemark, LLC79$7.11K0.00%00.0%Unchanged
Fedenia Advisers LLC87$7.83K0.00%+87New
TSFG, LLC92$8.00K0.00%00.0%Unchanged
Hollencrest Capital Management90$8.10K0.00%00.0%Unchanged
Fourth Dimension Wealth, LLC91$8.18K0.00%+91New
Bogart Wealth, LLC91$8.19K0.00%−17−15.7%Reduced
Rothschild Investment LLC100$8.99K0.00%00.0%Unchanged
Addison Advisors LLC100$8.99K0.00%00.0%Unchanged
Nordwand Advisors, LLC100$8.99K0.00%00.0%Unchanged
Newbridge Financial Services Group, Inc.100$8.99K0.00%+100New
Graney & King, LLC100$8.99K0.01%+100New
Berbice Capital Management LLC100$8.99K0.01%+100New
EMC Capital Management100$9.00K0.01%+100New
PFS Partners, LLC105$9.44K0.01%00.0%Unchanged