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.
| 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, Q4 2024
Shares, value and share of portfolio for each institution holding DocuSign, Inc.; share changes are against Q3 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Parkside Financial Bank & Trust | 106 | $9.53K | 0.00% | +10+10.4% | Added |
| Spire Wealth Management | 115 | $10.3K | 0.00% | 00.0% | Unchanged |
| Richardson Financial Services Inc. | 115 | $10.5K | 0.01% | +115 | New |
| Salem Investment Counselors Inc | 118 | $10.6K | 0.00% | 00.0% | Unchanged |
| Oarsman Capital, Inc. | 125 | $11.2K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 126 | $11.3K | 0.00% | 00.0% | Unchanged |
| Harel Insurance Investments & Financial Services Ltd. | 135 | $12.0K | 0.00% | −51,096−99.7% | Reduced |
| Atala Financial Inc | 135 | $12.1K | 0.01% | +135 | New |
| Financial Management Professionals, Inc. | 136 | $12.2K | 0.00% | +7+5.4% | Added |
| IAG Wealth Partners, LLC | 140 | $12.6K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 152 | $13.7K | 0.00% | +35+29.9% | Added |
| NewSquare Capital LLC | 155 | $13.9K | 0.00% | +2+1.3% | Added |
| Cullen/Frost Bankers, Inc. | 167 | $15.0K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 169 | $15.2K | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 171 | $15.4K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 179 | $16.1K | 0.00% | +168+1,527.3% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 180 | $16.2K | 0.00% | −71−28.3% | Reduced |
| GoalVest Advisory LLC | 181 | $16.3K | 0.00% | 00.0% | Unchanged |
| Main Street Group, LTD | 185 | $16.6K | 0.01% | 00.0% | Unchanged |
| Mather Group, LLC. | 186 | $16.7K | 0.00% | +173+1,330.8% | Added |
| Medallion Wealth Advisors, LLC | 207 | $16.9K | 0.01% | +207 | New |
| Continuum Advisory, LLC | 192 | $17.3K | 0.00% | −23−10.7% | Reduced |
| Quent Capital, LLC | 199 | $17.9K | 0.00% | 00.0% | Unchanged |
| Montag A & Associates Inc | 200 | $18.0K | 0.00% | 00.0% | Unchanged |
| HM Payson & Co | 200 | $18.0K | 0.00% | 00.0% | Unchanged |
| Rocky Mountain Advisers, LLC | 200 | $18.0K | 0.01% | 00.0% | Unchanged |
| Measured Risk Portfolios, Inc. | 200 | $18.0K | 0.02% | +200 | New |
| Stephens Consulting, LLC | 200 | $18.0K | 0.00% | +200 | New |
| Aspetuck Financial Management LLC | 200 | $18.0K | 0.01% | +200 | New |
| Grove Bank & Trust | 202 | $18.2K | 0.00% | −30−12.9% | Reduced |
| TD Private Client Wealth LLC | 204 | $18.3K | 0.00% | 00.0% | Unchanged |
| Park Square Financial Group, LLC | 215 | $19.3K | 0.01% | +215 | New |
| Strategic Investment Solutions, Inc. | 225 | $20.2K | 0.01% | 00.0% | Unchanged |
| MPWM Advisory Solutions, LLC | 225 | $20.2K | 0.01% | +225 | New |
| CVA Family Office, LLC | 225 | $20.2K | 0.00% | −10−4.3% | Reduced |
| WealthCollab, LLC | 229 | $20.6K | 0.01% | +32+16.2% | Added |
| Glen Eagle Advisors, LLC | 234 | $21.0K | 0.00% | −5−2.1% | Reduced |
| Adirondack Trust Co | 235 | $21.1K | 0.01% | 00.0% | Unchanged |
| PSI Advisors, LLC | 239 | $21.5K | 0.01% | 00.0% | Unchanged |
| CarsonAllaria Wealth Management, Ltd. | 242 | $21.8K | 0.01% | −13−5.1% | Reduced |
| Hantz Financial Services, Inc. | 257 | $23.0K | 0.00% | −16−5.9% | Reduced |
| LGT Financial Advisors LLC | 259 | $23.3K | 0.05% | +259 | New |
| Contravisory Investment Management, Inc. | 263 | $23.7K | 0.01% | +263 | New |
| Pacifica Partners Inc. | 265 | $24.0K | 0.01% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 275 | $24.7K | 0.01% | +50+22.2% | Added |
| SWAN Capital LLC | 300 | $27.0K | 0.01% | 00.0% | Unchanged |
| Advisors Asset Management, Inc. | 324 | $29.1K | 0.00% | +62+23.7% | Added |
| Kestra Investment Management, LLC | 329 | $29.6K | 0.00% | +329 | New |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 340 | $30.6K | 0.01% | +240+240.0% | Added |
| Van Hulzen Asset Management, LLC | 365 | $32.8K | 0.00% | +365 | New |
| Quest 10 Wealth Builders, Inc. | 373 | $33.5K | 0.03% | +373 | New |
| ZynergyRetirementPlanningLLC | 557 | $34.6K | 0.02% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 385 | $34.6K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 397 | $35.7K | 0.00% | +201+102.6% | Added |
| Centiva Capital, LP | 400 | $36.0K | 0.00% | −27,586−98.6% | Reduced |
| Modus Advisors, LLC | 400 | $36.0K | 0.01% | +400 | New |
| North Star Investment Management Corp. | 406 | $36.5K | 0.00% | 00.0% | Unchanged |
| Wood Tarver Financial Group, LLC | 422 | $37.0K | 0.01% | +422 | New |
| Bank & Trust Co | 424 | $38.1K | 0.03% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 432 | $38.9K | 0.00% | +357+476.0% | Added |
| Cornerstone Planning Group LLC | 428 | $39.5K | 0.01% | −6−1.4% | Reduced |
| Bessemer Group Inc | 472 | $42.0K | 0.00% | +392+490.0% | Added |
| Avion Wealth | 487 | $43.0K | 0.01% | +368+309.2% | Added |
| WPG Advisers, LLC | 484 | $43.5K | 0.04% | +484 | New |
| Itau Unibanco Holding S.A. | 498 | $44.8K | 0.00% | +55+12.4% | Added |
| Caz Investments LP | 500 | $45.0K | 0.06% | −2,500−83.3% | Reduced |
| Private Trust Co NA | 515 | $46.3K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 536 | $48.2K | 0.03% | −88−14.1% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 542 | $48.7K | 0.00% | +145+36.5% | Added |
| Lindbrook Capital, LLC | 544 | $48.9K | 0.00% | +11+2.1% | Added |
| TD Waterhouse Canada Inc. | 557 | $50.1K | 0.00% | +143+34.5% | Added |
| Skopos Labs, Inc. | 562 | $50.5K | 0.02% | +35+6.6% | Added |
| Capital Advisors, Ltd. LLC | 563 | $51.0K | 0.01% | 00.0% | Unchanged |
| Optimum Investment Advisors | 600 | $54.0K | 0.02% | +400+200.0% | Added |
| Friedenthal Financial | 605 | $54.4K | 0.03% | +605 | New |
| Ronald Blue Trust, Inc. | 700 | $63.0K | 0.00% | −785−52.9% | Reduced |
| Virtus Fund Advisers, LLC | 712 | $64.0K | 0.20% | +24+3.5% | Added |
| Whittier Trust Co | 715 | $64.3K | 0.00% | 00.0% | Unchanged |
| Putney Financial Group LLC | 722 | $64.9K | 0.06% | +722 | New |
| Quadrant Capital Group LLC | 780 | $70.2K | 0.00% | +696+828.6% | Added |
| Rakuten Securities, Inc. | 797 | $71.7K | 0.03% | +138+20.9% | Added |
| GAMMA Investing LLC | 803 | $72.2K | 0.01% | +608+311.8% | Added |
| Harbour Investments, Inc. | 812 | $73.0K | 0.00% | −26−3.1% | Reduced |
| Bryn Mawr Trust Co | 819 | $73.7K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 825 | $74.2K | 0.00% | −3,556−81.2% | Reduced |
| C M Bidwell & Associates Ltd | 840 | $75.5K | 0.05% | −410−32.8% | Reduced |
| Huntington National Bank | 843 | $75.8K | 0.00% | +14+1.7% | Added |
| City State Bank | 899 | $80.9K | 0.03% | 00.0% | Unchanged |
| Umb Bank N A | 930 | $83.6K | 0.00% | +877+1,654.7% | Added |
| Whittier Trust Co of Nevada Inc | 932 | $83.8K | 0.00% | +39+4.4% | Added |
| Financial Perspectives, Inc | 981 | $88.2K | 0.03% | 00.0% | Unchanged |
| Allworth Financial LP | 977 | $89.7K | 0.00% | +234+31.5% | Added |
| EverSource Wealth Advisors, LLC | 1,035 | $93.1K | 0.01% | −209−16.8% | Reduced |
| Coppell Advisory Solutions LLC | 1,030 | $94.5K | 0.01% | −39−3.6% | Reduced |
| Cary Street Partner Investment Advisory LLC | 1,061 | $95.4K | 0.06% | +1,061 | New |
| Union Bancaire Privee, UBP SA | 1,050 | $96.3K | 0.00% | +1,050 | New |
| First Pacific Financial | 1,092 | $98.2K | 0.02% | 00.0% | Unchanged |
| Truvestments Capital LLC | 1,095 | $98.5K | 0.03% | −94−7.9% | Reduced |
| Innovative Advisory Group, LLC | 1,101 | $99.0K | 0.09% | +1,101 | New |
| Fifth Third Bancorp | 1,102 | $99.1K | 0.00% | +1,087+7,246.7% | Added |