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 |
|---|---|---|---|---|---|
| Hanseatic Management Services Inc | 1,130 | $101.6K | 0.13% | +1,130 | New |
| Clearstead Advisors, LLC | 1,200 | $107.9K | 0.00% | +186+18.3% | Added |
| CIBC Private Wealth Group, LLC | 1,221 | $109.3K | 0.00% | −860−41.3% | Reduced |
| Castleview Partners, LLC | 1,233 | $111.4K | 0.06% | −156−11.2% | Reduced |
| Ci Investments Inc. | 1,302 | $117.0K | 0.00% | +327+33.5% | Added |
| Horizon Investments, LLC | 1,391 | $125.1K | 0.00% | +61+4.6% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 1,500 | $134.8K | 0.01% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 1,515 | $136.3K | 0.00% | −2,805−64.9% | Reduced |
| Quarry LP | 1,517 | $136.4K | 0.03% | +1,307+622.4% | Added |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 1,570 | $141.2K | 0.03% | −151−8.8% | Reduced |
| Reyes Financial Architecture, Inc. | 1,651 | $148.5K | 0.12% | +1,651 | New |
| Signaturefd, LLC | 1,686 | $151.6K | 0.00% | +183+12.2% | Added |
| Icon Wealth Advisors, LLC | 1,744 | $156.9K | 0.01% | +1,744 | New |
| Geneos Wealth Management Inc. | 1,872 | $168.4K | 0.01% | −1,597−46.0% | Reduced |
| Caption Management, LLC | 2,000 | $179.9K | 0.01% | +2,000 | New |
| Versant Capital Management, Inc | 2,035 | $183.0K | 0.04% | +81+4.1% | Added |
| CoreCap Advisors, LLC | 2,044 | $183.8K | 0.01% | +1,086+113.4% | Added |
| Global Trust Asset Management, LLC | 2,172 | $195.3K | 0.07% | −196−8.3% | Reduced |
| Silver Oak Securities, Inc | 2,133 | $195.6K | 0.02% | +2,133 | New |
| Verus Capital Partners, LLC | 2,236 | $201.1K | 0.02% | +2,236 | New |
| Redwood Financial Network Corp | 2,242 | $201.6K | 0.15% | +2,242 | New |
| Smartleaf Asset Management LLC | 2,204 | $202.1K | 0.02% | +1,954+781.6% | Added |
| Global Retirement Partners, LLC | 2,253 | $202.6K | 0.01% | +1,198+113.6% | Added |
| Garden State Investment Advisory Services LLC | 2,286 | $205.6K | 0.06% | +2,286 | New |
| Kovack Advisors, Inc. | 2,303 | $207.1K | 0.02% | +2,303 | New |
| Savvy Advisors, Inc. | 2,330 | $209.6K | 0.03% | +2,330 | New |
| FineMark National Bank & Trust | 2,332 | $209.7K | 0.01% | +2,332 | New |
| Apollon Wealth Management, LLC | 2,336 | $210.1K | 0.00% | −926−28.4% | Reduced |
| Hudock, Inc. | 2,361 | $212.3K | 0.04% | +2,361 | New |
| Equitable Holdings, Inc. | 2,389 | $214.9K | 0.00% | +2,389 | New |
| Gerber, LLC | 2,400 | $215.9K | 0.16% | +2,400 | New |
| Stonegate Investment Group, LLC | 2,404 | $216.2K | 0.01% | +2,404 | New |
| Weatherly Asset Management L. P. | 2,453 | $220.6K | 0.02% | +2,453 | New |
| Telos Capital Management, Inc. | 2,455 | $220.8K | 0.02% | +2,455 | New |
| Vise Technologies, Inc. | 2,455 | $220.8K | 0.02% | +2,455 | New |
| Mine & Arao Wealth Creation & Management, LLC. | 2,457 | $221.0K | 0.10% | +2,457 | New |
| Nwam LLC | 2,467 | $221.9K | 0.01% | +2,467 | New |
| Good Life Advisors, LLC | 2,474 | $222.5K | 0.02% | +2,474 | New |
| Ritholtz Wealth Management | 2,477 | $222.8K | 0.01% | +2,477 | New |
| Stratos Wealth Partners, LTD. | 2,493 | $224.2K | 0.00% | +2,493 | New |
| Oversea-Chinese Banking CORP Ltd | 2,496 | $224.5K | 0.01% | −2,766−52.6% | Reduced |
| IVC Wealth Advisors LLC | 2,497 | $224.6K | 0.13% | +2,497 | New |
| Canton Hathaway, LLC | 2,500 | $225.0K | 0.06% | −16,705−87.0% | Reduced |
| Kingsview Wealth Management, LLC | 2,514 | $226.1K | 0.00% | +2,514 | New |
| Transcendent Capital Group LLC | 2,516 | $226.3K | 0.12% | −376−13.0% | Reduced |
| HighPoint Advisor Group LLC | 2,605 | $229.0K | 0.01% | +2,605 | New |
| Real Talk Capital, LLC | 2,557 | $230.0K | 0.30% | +2,557 | New |
| Meredith Wealth Planning | 2,565 | $230.7K | 0.10% | +2,565 | New |
| Quantessence Capital LLC | 2,568 | $231.0K | 0.09% | +2,568 | New |
| Warren Averett Asset Management, LLC | 2,572 | $231.3K | 0.00% | −2,793−52.1% | Reduced |
| SPC Financial, Inc. | 2,575 | $231.6K | 0.02% | +2,575 | New |
| Mirae Asset Global Investments Co., Ltd. | 2,509 | $232.3K | 0.00% | −957−27.6% | Reduced |
| Venturi Wealth Management, LLC | 2,583 | $232.3K | 0.01% | −4,139−61.6% | Reduced |
| Fukoku Mutual Life Insurance Co | 2,604 | $234.2K | 0.02% | +2,604 | New |
| Pensionmark Financial Group, LLC | 2,629 | $236.5K | 0.01% | +2,629 | New |
| Moors & Cabot, Inc. | 2,630 | $236.5K | 0.01% | +2,630 | New |
| Resources Investment Advisors, LLC. | 2,646 | $238.0K | 0.00% | +2,646 | New |
| Jain Global LLC | 2,732 | $245.7K | 0.01% | +2,732 | New |
| National Asset Management, Inc. | 2,745 | $246.9K | 0.01% | −752−21.5% | Reduced |
| Bank Julius Baer & Co. Ltd, Zurich | 2,506 | $248.7K | 0.00% | +190+8.2% | Added |
| Parallel Advisors, LLC | 2,773 | $249.4K | 0.01% | +192+7.4% | Added |
| Metis Global Partners, LLC | 2,783 | $250.3K | 0.01% | −826−22.9% | Reduced |
| IFP Advisors, Inc | 2,798 | $252.2K | 0.01% | +1,997+249.3% | Added |
| Stevens Capital Management LP | 2,812 | $253.0K | 0.10% | +2,812 | New |
| Valeo Financial Advisors, LLC | 2,830 | $254.6K | 0.01% | +2,830 | New |
| Sanders Morris Harris LLC | 2,850 | $256.3K | 0.04% | +2,850 | New |
| Financial Partners Group, Inc | 2,855 | $256.8K | 0.04% | −631−18.1% | Reduced |
| Miracle Mile Advisors, LLC | 2,861 | $257.3K | 0.01% | +2,861 | New |
| CAP Partners, LLC | 2,862 | $257.4K | 0.18% | +2,862 | New |
| Optas, LLC | 2,869 | $258.0K | 0.06% | +2,869 | New |
| Wetherby Asset Management Inc | 2,929 | $263.4K | 0.01% | +2,929 | New |
| Claro Advisors LLC | 2,962 | $266.4K | 0.04% | −831−21.9% | Reduced |
| Mitchell McLeod Pugh & Williams Inc | 2,991 | $269.0K | 0.06% | +2,991 | New |
| V-Square Quantitative Management LLC | 3,004 | $270.2K | 0.04% | −15−0.5% | Reduced |
| K.J. Harrison & Partners Inc | 3,000 | $271.1K | 0.04% | +3,000 | New |
| Vista Wealth Management Group, LLC | 3,019 | $271.5K | 0.02% | +3,019 | New |
| Eqis Capital Management, Inc. | 3,038 | $273.3K | 0.02% | −207−6.4% | Reduced |
| United Capital Financial Advisers, LLC | 3,064 | $275.6K | 0.00% | −289−8.6% | Reduced |
| Ballentine Partners, LLC | 3,088 | $277.7K | 0.00% | +3,088 | New |
| Caitong International Asset Management Co., Ltd | 3,124 | $281.0K | 0.28% | +3,124 | New |
| Mackenzie Financial Corp | 3,144 | $282.8K | 0.00% | −50,884−94.2% | Reduced |
| Frank, Rimerman Advisors LLC | 3,174 | $285.5K | 0.02% | +3,174 | New |
| Kera Capital Partners, Inc. | 3,191 | $287.0K | 0.08% | +3,191 | New |
| Sovereign Financial Group, Inc. | 3,219 | $289.5K | 0.07% | −1,268−28.3% | Reduced |
| PFG Investments, LLC | 3,219 | $289.5K | 0.02% | −3,752−53.8% | Reduced |
| Twin Lakes Capital Management, LLC | 3,230 | $290.5K | 0.19% | 00.0% | Unchanged |
| Pinnacle Associates Ltd | 3,258 | $293.0K | 0.00% | −4,309−56.9% | Reduced |
| Perpetual Ltd | 3,298 | $296.6K | 0.00% | +3,298 | New |
| Knollwood Investment Advisory, LLC | 3,301 | $296.9K | 0.03% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 3,247 | $297.8K | 0.03% | 00.0% | Unchanged |
| Envestnet Portfolio Solutions, Inc. | 3,334 | $299.9K | 0.00% | +3,334 | New |
| Optimize Financial Inc | 3,335 | $299.9K | 0.22% | +3,335 | New |
| Dorsey & Whitney Trust CO LLC | 3,347 | $301.0K | 0.02% | +2+0.1% | Added |
| Thompson Davis & Co., Inc. | 3,410 | $306.7K | 0.20% | +3,410 | New |
| Sym Financial Corp | 3,415 | $307.1K | 0.04% | +26+0.8% | Added |
| TFB Advisors LLC | 3,469 | $312.0K | 0.09% | +3,469 | New |
| Total Wealth Planning & Management, Inc. | 3,472 | $312.3K | 0.31% | +3,472 | New |
| United Advisor Group, LLC | 3,480 | $313.0K | 0.06% | −361−9.4% | Reduced |
| Burton Enright Welch | 3,500 | $314.8K | 0.07% | +10.0% | Added |
| Gries Financial LLC | 3,508 | $315.5K | 0.06% | −656−15.8% | Reduced |