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 |
|---|---|---|---|---|---|
| Everence Capital Management Inc | 8,010 | $720.0K | 0.05% | +8,010 | New |
| Affinity Investment Advisors, LLC | 8,042 | $723.3K | 0.60% | −2,071−20.5% | Reduced |
| Garde Capital, Inc. | 8,136 | $732.0K | 0.05% | −250−3.0% | Reduced |
| Hilltop Holdings Inc. | 8,191 | $736.7K | 0.05% | +1,357+19.9% | Added |
| Plato Investment Management Ltd | 8,270 | $746.5K | 0.05% | −15,518−65.2% | Reduced |
| CIBC Asset Management Inc | 8,313 | $747.7K | 0.00% | +1,020+14.0% | Added |
| J.W. Cole Advisors, Inc. | 8,321 | $748.4K | 0.03% | +375+4.7% | Added |
| Brighton Jones LLC | 8,359 | $751.8K | 0.02% | −1,712−17.0% | Reduced |
| Foundry Partners, LLC | 8,366 | $752.4K | 0.04% | −533−6.0% | Reduced |
| Prairie Wealth Advisors, Inc. | 8,399 | $755.4K | 0.36% | −620−6.9% | Reduced |
| Principal Securities, Inc. | 8,406 | $756.0K | 0.02% | +2,890+52.4% | Added |
| Unique Wealth Strategies, LLC | 8,499 | $764.4K | 0.34% | −513−5.7% | Reduced |
| Jackson Creek Investment Advisors LLC | 8,520 | $766.0K | 0.23% | −1,836−17.7% | Reduced |
| Rehmann Capital Advisory Group | 8,531 | $767.3K | 0.05% | +446+5.5% | Added |
| Beck Capital Management, LLC | 8,549 | $768.9K | 0.20% | +64+0.8% | Added |
| Forum Financial Management, LP | 8,600 | $773.5K | 0.01% | +8,600 | New |
| CFO4Life Group, LLC | 8,648 | $777.8K | 0.14% | +8,648 | New |
| B. Metzler seel. Sohn & Co. AG | 8,677 | $780.4K | 0.01% | +3,652+72.7% | Added |
| Sirios Capital Management L P | 8,680 | $780.7K | 0.14% | −62,889−87.9% | Reduced |
| CWM Advisors, LLC | 8,727 | $784.9K | 0.09% | −5,941−40.5% | Reduced |
| Atria Investments LLC | 8,836 | $794.7K | 0.01% | 00.0% | Unchanged |
| Atria Wealth Solutions, Inc. | 8,958 | $805.7K | 0.01% | −7,168−44.4% | Reduced |
| Oppenheimer Asset Management Inc. | 8,976 | $807.3K | 0.01% | +3,534+64.9% | Added |
| Prakash Investment Advisors LLC | 9,000 | $809.5K | 0.80% | +9,000 | New |
| Bollard Group LLC | 9,053 | $814.0K | 0.02% | 00.0% | Unchanged |
| RMR Wealth Builders | 9,108 | $819.2K | 0.08% | 00.0% | Unchanged |
| CIBC World Markets Corp | 9,185 | $826.1K | 0.00% | −2,744−23.0% | Reduced |
| Wealth Management Associates, Inc. | 9,230 | $830.1K | 0.35% | −190−2.0% | Reduced |
| Quantitative Investment Management, LLC | 9,297 | $836.0K | 0.06% | +9,297 | New |
| Kornitzer Capital Management Inc | 9,300 | $836.4K | 0.02% | +9,300 | New |
| Churchill Management Corp | 9,411 | $846.4K | 0.01% | +9,411 | New |
| E. Ohman J:or Asset Management AB | 9,500 | $854.4K | 0.02% | +6,500+216.7% | Added |
| Steward Partners Investment Advisory, LLC | 9,510 | $855.3K | 0.01% | −23,963−71.6% | Reduced |
| SBI Securities Co., Ltd. | 9,802 | $881.6K | 0.03% | +9,802 | New |
| denkapparat Operations GmbH | 9,842 | $885.2K | 1.31% | +9,842 | New |
| ProShare Advisors LLC | 9,849 | $885.8K | 0.00% | +9,849 | New |
| VGI Partners Ltd | 9,852 | $886.1K | 0.09% | +9,852 | New |
| APG Asset Management N.V. | 10,247 | $890.0K | 0.00% | +1,026+11.1% | Added |
| Shannon River Fund Management LLC | 10,000 | $899.4K | 0.16% | +10,000 | New |
| Sanctuary Advisors, LLC | 9,432 | $904.1K | 0.01% | −717−7.1% | Reduced |
| Aspiriant, LLC | 10,102 | $908.6K | 0.03% | −447−4.2% | Reduced |
| Quattro Financial Advisors LLC | 10,000 | $916.2K | 0.24% | 00.0% | Unchanged |
| Diversified Trust Co | 10,289 | $925.4K | 0.02% | −2,799−21.4% | Reduced |
| Two Sigma Securities, LLC | 10,432 | $938.3K | 0.17% | −30,790−74.7% | Reduced |
| Park Avenue Securities LLC | 10,558 | $950.0K | 0.01% | +6,832+183.4% | Added |
| Green Alpha Advisors, LLC | 10,596 | $953.0K | 0.76% | −1,581−13.0% | Reduced |
| Oak Thistle LLC | 10,606 | $953.9K | 0.28% | +10,606 | New |
| M&T Bank Corp | 10,840 | $974.5K | 0.00% | +143+1.3% | Added |
| Maryland State Retirement & Pension System | 10,846 | $975.5K | 0.02% | −782−6.7% | Reduced |
| NewEdge Wealth, LLC | 10,883 | $978.8K | 0.02% | +46+0.4% | Added |
| Grand Jean Capital Management Inc | 10,947 | $984.6K | 0.23% | +10,947 | New |
| Bokf, NA | 10,935 | $988.7K | 0.02% | −87−0.8% | Reduced |
| Crossmark Global Holdings, Inc. | 10,996 | $989.0K | 0.02% | −9,693−46.9% | Reduced |
| Colony Group, LLC | 11,063 | $995.0K | 0.00% | +1,829+19.8% | Added |
| MAI Capital Management | 11,109 | $999.2K | 0.01% | +148+1.4% | Added |
| Tower Research Capital LLC (TRC) | 11,234 | $1.01M | 0.02% | +10,949+3,841.8% | Added |
| Cresset Asset Management, LLC | 11,520 | $1.04M | 0.00% | −35,573−75.5% | Reduced |
| Woodline Partners LP | 11,575 | $1.04M | 0.01% | −9−0.1% | Reduced |
| Alpha DNA Investment Management LLC | 11,698 | $1.05M | 0.57% | +11,698 | New |
| Guggenheim Capital LLC | 11,826 | $1.06M | 0.01% | +4,341+58.0% | Added |
| National Bank of Canada | 11,827 | $1.06M | 0.00% | −2,021−14.6% | Reduced |
| Brinker Capital Investments, LLC | 11,930 | $1.07M | 0.01% | +11,930 | New |
| Orion Portfolio Solutions, LLC | 11,930 | $1.07M | 0.01% | +11,930 | New |
| Occudo Quantitative Strategies LP | 12,113 | $1.09M | 0.20% | +12,113 | New |
| Carrera Capital Advisors | 12,165 | $1.09M | 0.26% | +1,434+13.4% | Added |
| Lifestyle Asset Management, Inc. | 12,172 | $1.09M | 0.60% | +12,172 | New |
| Stratos Wealth Advisors, LLC | 12,406 | $1.12M | 0.05% | +12,406 | New |
| Oppenheimer & Co Inc | 12,548 | $1.13M | 0.02% | −11,555−47.9% | Reduced |
| Northwestern Mutual Wealth Management Co | 12,651 | $1.14M | 0.00% | −18,853−59.8% | Reduced |
| Titleist Asset Management, LLC | 12,801 | $1.15M | 0.13% | −634−4.7% | Reduced |
| Davenport & Co LLC | 12,826 | $1.15M | 0.01% | +1,363+11.9% | Added |
| United Services Automobile Association | 13,264 | $1.19M | 0.04% | +13,264 | New |
| Aspen Investment Management Inc | 13,375 | $1.20M | 0.56% | +9,640+258.1% | Added |
| Baird Financial Group, Inc. | 13,462 | $1.21M | 0.00% | −1,177−8.0% | Reduced |
| Profund Advisors LLC | 13,508 | $1.21M | 0.04% | +5,016+59.1% | Added |
| Linden Thomas Advisory Services, LLC | 13,540 | $1.22M | 0.15% | +149+1.1% | Added |
| STRS Ohio | 13,568 | $1.22M | 0.00% | −4,327−24.2% | Reduced |
| Eagle Harbor Asset Management Inc | 13,668 | $1.23M | 1.23% | −2,249−14.1% | Reduced |
| Janus Henderson Group PLC | 13,691 | $1.23M | 0.00% | +1,581+13.1% | Added |
| IMA Wealth, Inc. | 13,931 | $1.25M | 0.15% | −334−2.3% | Reduced |
| Acorn Financial Advisory Services Inc | 14,035 | $1.26M | 0.21% | −734−5.0% | Reduced |
| Vontobel Holding Ltd. | 14,128 | $1.27M | 0.00% | −53,268−79.0% | Reduced |
| Vestcor Inc | 14,578 | $1.31M | 0.04% | +9,959+215.6% | Added |
| GeoWealth Management, LLC | 14,649 | $1.32M | 0.04% | +14,333+4,535.8% | Added |
| Moran Wealth Management, LLC | 14,816 | $1.33M | 0.04% | +2,146+16.9% | Added |
| Wiley Bros.-Aintree Capital, LLC | 14,787 | $1.33M | 0.02% | +4,274+40.7% | Added |
| U.S. Capital Wealth Advisors, LLC | 14,957 | $1.35M | 0.04% | +38+0.3% | Added |
| Meiji Yasuda Life Insurance Co | 15,176 | $1.36M | 0.03% | +9,300+158.3% | Added |
| Securian Asset Management, Inc | 15,344 | $1.38M | 0.04% | +15,344 | New |
| Redwood Investment Management, LLC | 15,786 | $1.42M | 0.14% | +15,786 | New |
| Quantbot Technologies LP | 15,803 | $1.42M | 0.05% | +15,803 | New |
| River & Mercantile Asset Management LLP | 15,821 | $1.42M | 0.28% | −10,123−39.0% | Reduced |
| Ieq Capital, LLC | 15,828 | $1.42M | 0.01% | −416−2.6% | Reduced |
| Gulf International Bank (UK) Ltd | 15,839 | $1.42M | 0.04% | −128−0.8% | Reduced |
| Virtus Investment Advisers, Inc. | 15,925 | $1.43M | 1.12% | −5,245−24.8% | Reduced |
| Heron Bay Capital Management | 16,183 | $1.46M | 0.30% | −10.0% | Reduced |
| Retireful, LLC | 16,224 | $1.46M | 0.82% | +16,224 | New |
| Kestra Advisory Services, LLC | 16,310 | $1.47M | 0.01% | −2,348−12.6% | Reduced |
| XTX Topco Ltd | 16,344 | $1.47M | 0.12% | +8,729+114.6% | Added |
| Eventide Asset Management, LLC | 16,452 | $1.48M | 0.03% | +16,452 | New |