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 |
|---|---|---|---|---|---|
| Stephens Inc | 3,615 | $325.1K | 0.00% | −17−0.5% | Reduced |
| Insigneo Advisory Services, LLC | 3,654 | $328.6K | 0.03% | +3,654 | New |
| Kestra Private Wealth Services, LLC | 3,655 | $328.7K | 0.01% | −1,097−23.1% | Reduced |
| Tairen Capital Ltd | 3,700 | $332.8K | 0.05% | 00.0% | Unchanged |
| FIL Ltd | 3,710 | $333.7K | 0.00% | −1,813,594−99.8% | Reduced |
| Covestor Ltd | 3,739 | $337.0K | 0.21% | +433+13.1% | Added |
| Optimist Retirement Group LLC | 3,757 | $337.9K | 0.16% | −659−14.9% | Reduced |
| Wealthfront Advisers LLC | 3,772 | $339.3K | 0.00% | −106−2.7% | Reduced |
| Boothbay Fund Management, LLC | 3,782 | $340.2K | 0.01% | −3,669−49.2% | Reduced |
| Ethic Inc. | 3,794 | $341.2K | 0.01% | +3,794 | New |
| Leonteq Securities AG | 3,843 | $345.6K | 0.03% | −2,746−41.7% | Reduced |
| Claret Asset Management Corp | 3,865 | $348.0K | 0.05% | +26+0.7% | Added |
| UniSuper Management Pty Ltd | 3,900 | $350.8K | 0.00% | −1,500−27.8% | Reduced |
| US Bancorp | 3,942 | $354.5K | 0.00% | +381+10.7% | Added |
| Schonfeld Strategic Advisors LLC | 3,950 | $355.3K | 0.00% | −35,898−90.1% | Reduced |
| Camden Capital, LLC | 4,036 | $363.0K | 0.04% | +4,036 | New |
| Exchange Traded Concepts, LLC | 4,105 | $369.2K | 0.01% | +256+6.7% | Added |
| Ariadne Wealth Management, LP | 4,121 | $374.4K | 0.17% | +194+4.9% | Added |
| DGS Capital Management, LLC | 4,192 | $377.0K | 0.09% | +4,192 | New |
| Synergy Financial Group, LTD | 4,241 | $381.4K | 0.32% | +140+3.4% | Added |
| Marex Group plc | 4,247 | $382.0K | 0.01% | −2,991−41.3% | Reduced |
| Silvant Capital Management LLC | 4,342 | $390.5K | 0.02% | −13−0.3% | Reduced |
| Griffin Asset Management, Inc. | 4,450 | $400.2K | 0.05% | 00.0% | Unchanged |
| International Assets Investment Management, LLC | 4,517 | $408.1K | 0.03% | −434,397−99.0% | Reduced |
| State of Wyoming | 4,565 | $410.6K | 0.05% | +2,927+178.7% | Added |
| Flagship Harbor Advisors, LLC | 4,594 | $413.2K | 0.02% | −80−1.7% | Reduced |
| Impact Partnership Wealth, LLC | 4,596 | $413.3K | 0.08% | +223+5.1% | Added |
| Pingora Partners LLC | 4,600 | $413.7K | 0.27% | 00.0% | Unchanged |
| Aster Capital Management (DIFC) Ltd | 4,641 | $417.4K | 0.16% | +4,641 | New |
| Agf Management Ltd | 4,647 | $418.0K | 0.00% | +4,647 | New |
| DMG Group, LLC | 4,670 | $420.0K | 0.34% | +109+2.4% | Added |
| TownSquare Capital, LLC | 4,680 | $420.9K | 0.00% | −423−8.3% | Reduced |
| Journey Strategic Wealth LLC | 4,803 | $432.0K | 0.02% | +889+22.7% | Added |
| Aigen Investment Management, LP | 4,804 | $432.1K | 0.08% | +4,804 | New |
| Asahi Life Asset Management Co., Ltd. | 4,820 | $433.5K | 0.26% | −1,070−18.2% | Reduced |
| Ridgewood Investments LLC | 4,873 | $438.3K | 0.21% | −1,512−23.7% | Reduced |
| Motley Fool Asset Management LLC | 4,880 | $438.9K | 0.02% | +733+17.7% | Added |
| Csenge Advisory Group | 4,905 | $441.2K | 0.02% | +1,360+38.4% | Added |
| New Age Alpha Advisors, LLC | 4,914 | $442.0K | 0.02% | +4,914 | New |
| Aaron Wealth Advisors | 4,940 | $444.3K | 0.05% | +606+14.0% | Added |
| Obermeyer Wood Investment Counsel, LLLP | 5,000 | $449.7K | 0.02% | 00.0% | Unchanged |
| Independent Advisor Alliance | 5,042 | $453.5K | 0.01% | +577+12.9% | Added |
| Philip James Wealth Mangement, LLC | 5,045 | $453.7K | 0.06% | −925−15.5% | Reduced |
| Formidable Asset Management, LLC | 5,076 | $456.5K | 0.07% | −1,552−23.4% | Reduced |
| Legacy Financial Advisors, Inc. | 5,087 | $457.5K | 0.08% | +29+0.6% | Added |
| Wahed Invest LLC | 5,145 | $462.7K | 0.08% | +5,145 | New |
| Cassaday & Co Wealth Management LLC | 5,183 | $466.2K | 0.01% | +5,183 | New |
| Palogic Value Management, L.P. | 5,321 | $478.6K | 0.19% | +69+1.3% | Added |
| Horizon Investment Services, LLC | 5,323 | $478.8K | 0.20% | +5,323 | New |
| Centaurus Financial, Inc. | 5,332 | $480.0K | 0.03% | −108−2.0% | Reduced |
| Leuthold Group, LLC | 5,369 | $482.9K | 0.06% | +5,369 | New |
| Kingswood Wealth Advisors, LLC | 5,377 | $483.6K | 0.04% | +5,377 | New |
| CastleKnight Management LP | 5,400 | $485.7K | 0.05% | −17,600−76.5% | Reduced |
| Kovitz Investment Group Partners, LLC | 5,605 | $504.2K | 0.00% | −110−1.9% | Reduced |
| Ossiam | 5,606 | $504.2K | 0.01% | +1,371+32.4% | Added |
| Bristlecone Advisors, LLC | 5,613 | $504.8K | 0.04% | +59+1.1% | Added |
| Burns Matteson Capital Management, LLC | 5,744 | $516.6K | 0.29% | +5,744 | New |
| Fifth Third Wealth Advisors LLC | 5,775 | $519.4K | 0.03% | +5,775 | New |
| Cubist Systematic Strategies, LLC | 5,800 | $521.7K | 0.01% | −173,412−96.8% | Reduced |
| Atomi Financial Group, Inc. | 5,861 | $527.1K | 0.03% | +1,235+26.7% | Added |
| Allstate Corp | 5,903 | $530.9K | 0.02% | +5,903 | New |
| Pallas Capital Advisors LLC | 5,977 | $537.6K | 0.02% | 00.0% | Unchanged |
| Lingohr & Partner Asset Management GmbH | 5,864 | $538.0K | 1.12% | +5,864 | New |
| CAPROCK Group, Inc. | 5,989 | $538.7K | 0.02% | +844+16.4% | Added |
| Citizens Financial Group Inc | 5,990 | $538.7K | 0.01% | +133+2.3% | Added |
| Western Wealth Management, LLC | 5,998 | $539.5K | 0.03% | +470+8.5% | Added |
| Baader Bank INC | 6,011 | $540.5K | 0.05% | −6,153−50.6% | Reduced |
| Essex LLC | 6,068 | $545.8K | 0.11% | −620−9.3% | Reduced |
| Bennett Selby Investments LP | 6,071 | $546.0K | 0.22% | 00.0% | Unchanged |
| Snowden Capital Advisors LLC | 6,073 | $546.2K | 0.02% | +6,073 | New |
| RSM US Wealth Management LLC | 5,973 | $547.1K | 0.01% | +791+15.3% | Added |
| Patten & Patten Inc | 6,109 | $549.4K | 0.04% | −900−12.8% | Reduced |
| United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund | 6,200 | $557.6K | 0.02% | +6,200 | New |
| Americana Partners, LLC | 6,332 | $569.5K | 0.02% | 00.0% | Unchanged |
| APG Asset Management US Inc. | 6,389 | $574.6K | 0.00% | +6,389 | New |
| Wealthspire Advisors, LLC | 6,457 | $580.7K | 0.01% | +394+6.5% | Added |
| The PNC Financial Services Group, Inc. | 6,532 | $587.5K | 0.00% | −1,809−21.7% | Reduced |
| Intellectus Partners, LLC | 6,577 | $591.6K | 0.13% | −1,400−17.6% | Reduced |
| Comprehensive Financial Management LLC | 6,593 | $593.0K | 0.02% | 00.0% | Unchanged |
| GWM Advisors LLC | 6,745 | $606.6K | 0.00% | +469+7.5% | Added |
| Essex Financial Services, Inc. | 6,776 | $609.4K | 0.04% | +94+1.4% | Added |
| Independent Financial Group, LLC | 6,848 | $615.9K | 0.02% | −1,075−13.6% | Reduced |
| Sigma Planning Corp | 6,978 | $627.6K | 0.02% | +2,275+48.4% | Added |
| Prudential PLC | 7,084 | $637.1K | 0.00% | −2,411−25.4% | Reduced |
| Patriot Financial Group Insurance Agency, LLC | 7,202 | $647.7K | 0.09% | −2,009−21.8% | Reduced |
| Picton Mahoney Asset Management | 7,223 | $650.0K | 0.02% | +829+13.0% | Added |
| Tokio Marine Asset Management Co Ltd | 7,267 | $653.6K | 0.02% | +190+2.7% | Added |
| DC Investments Management, LLC | 7,279 | $654.7K | 0.43% | 00.0% | Unchanged |
| Truist Financial Corp | 7,318 | $658.2K | 0.00% | +2,680+57.8% | Added |
| SeaCrest Wealth Management, LLC | 7,424 | $667.7K | 0.07% | −2,909−28.2% | Reduced |
| Jump Financial, LLC | 7,434 | $668.6K | 0.01% | +7,434 | New |
| Gilbert & Cook, Inc. | 7,466 | $671.5K | 0.09% | −37−0.5% | Reduced |
| iA Global Asset Management Inc. | 7,555 | $679.0K | 0.01% | −1,803−19.3% | Reduced |
| Prosperity Wealth Management, Inc. | 7,585 | $682.2K | 0.28% | +295+4.0% | Added |
| Shelton Capital Management | 7,588 | $682.5K | 0.02% | +7,588 | New |
| Jane Street Group, LLC | 7,691 | $691.7K | 0.00% | −120,881−94.0% | Reduced |
| Fluent Financial, LLC | 7,711 | $693.5K | 0.31% | +7,711 | New |
| Integrated Wealth Concepts LLC | 7,805 | $702.0K | 0.01% | +2,841+57.2% | Added |
| Rodgers Brothers Inc. | 7,840 | $705.1K | 0.09% | 00.0% | Unchanged |
| Financial Advocates Investment Management | 7,968 | $716.6K | 0.04% | −569−6.7% | Reduced |