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 |
|---|---|---|---|---|---|
| Merit Financial Group, LLC | 18,516 | $1.67M | 0.03% | +3,352+22.1% | Added |
| Oxford Financial Group Ltd | 18,228 | $1.64M | 0.11% | +18,228 | New |
| CI Private Wealth, LLC | 25,440 | $1.63M | 0.00% | −5,308−17.3% | Reduced |
| Sage Rhino Capital LLC | 18,112 | $1.63M | 0.36% | −17,811−49.6% | Reduced |
| Ostrum Asset Management | 17,927 | $1.61M | 0.14% | +11,403+174.8% | Added |
| Resonant Capital Advisors, LLC | 17,592 | $1.58M | 0.12% | +76+0.4% | Added |
| Left Brain Wealth Management, LLC | 17,559 | $1.58M | 0.60% | +8,720+98.7% | Added |
| Washington Trust Advisors, Inc. | 17,409 | $1.57M | 0.13% | −870−4.8% | Reduced |
| MONECO Advisors, LLC | 17,320 | $1.56M | 0.16% | +17,320 | New |
| Tredje AP-fonden | 17,317 | $1.56M | 0.01% | −17,317−50.0% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 17,215 | $1.55M | 0.00% | +2,612+17.9% | Added |
| WT Asset Management Ltd | 17,043 | $1.53M | 0.17% | +17,043 | New |
| Meiji Yasuda Asset Management Co Ltd. | 16,873 | $1.52M | 0.06% | +6,631+64.7% | Added |
| Vega Investment Solutions | 16,733 | $1.50M | 1.24% | +16,733 | New |
| MML Investors Services, LLC | 16,711 | $1.50M | 0.01% | +4,677+38.9% | Added |
| Avantax Advisory Services, Inc. | 16,683 | $1.50M | 0.01% | +368+2.3% | Added |
| Y.D. More Investments Ltd | 16,666 | $1.50M | 0.13% | −500−2.9% | Reduced |
| Virtu Financial LLC | 16,608 | $1.49M | 0.08% | +16,608 | New |
| Virtus ETF Advisers LLC | 16,540 | $1.49M | 0.61% | +16,540 | New |
| Eventide Asset Management, LLC | 16,452 | $1.48M | 0.03% | +16,452 | New |
| XTX Topco Ltd | 16,344 | $1.47M | 0.12% | +8,729+114.6% | Added |
| Kestra Advisory Services, LLC | 16,310 | $1.47M | 0.01% | −2,348−12.6% | Reduced |
| Retireful, LLC | 16,224 | $1.46M | 0.82% | +16,224 | New |
| Heron Bay Capital Management | 16,183 | $1.46M | 0.30% | −10.0% | Reduced |
| Virtus Investment Advisers, Inc. | 15,925 | $1.43M | 1.12% | −5,245−24.8% | Reduced |
| Gulf International Bank (UK) Ltd | 15,839 | $1.42M | 0.04% | −128−0.8% | Reduced |
| Ieq Capital, LLC | 15,828 | $1.42M | 0.01% | −416−2.6% | Reduced |
| River & Mercantile Asset Management LLP | 15,821 | $1.42M | 0.28% | −10,123−39.0% | Reduced |
| Quantbot Technologies LP | 15,803 | $1.42M | 0.05% | +15,803 | New |
| Redwood Investment Management, LLC | 15,786 | $1.42M | 0.14% | +15,786 | New |
| Securian Asset Management, Inc | 15,344 | $1.38M | 0.04% | +15,344 | New |
| Meiji Yasuda Life Insurance Co | 15,176 | $1.36M | 0.03% | +9,300+158.3% | Added |
| U.S. Capital Wealth Advisors, LLC | 14,957 | $1.35M | 0.04% | +38+0.3% | Added |
| Wiley Bros.-Aintree Capital, LLC | 14,787 | $1.33M | 0.02% | +4,274+40.7% | Added |
| Moran Wealth Management, LLC | 14,816 | $1.33M | 0.04% | +2,146+16.9% | Added |
| GeoWealth Management, LLC | 14,649 | $1.32M | 0.04% | +14,333+4,535.8% | Added |
| Vestcor Inc | 14,578 | $1.31M | 0.04% | +9,959+215.6% | Added |
| Vontobel Holding Ltd. | 14,128 | $1.27M | 0.00% | −53,268−79.0% | Reduced |
| Acorn Financial Advisory Services Inc | 14,035 | $1.26M | 0.21% | −734−5.0% | Reduced |
| IMA Wealth, Inc. | 13,931 | $1.25M | 0.15% | −334−2.3% | Reduced |
| Janus Henderson Group PLC | 13,691 | $1.23M | 0.00% | +1,581+13.1% | Added |
| Eagle Harbor Asset Management Inc | 13,668 | $1.23M | 1.23% | −2,249−14.1% | Reduced |
| STRS Ohio | 13,568 | $1.22M | 0.00% | −4,327−24.2% | Reduced |
| Linden Thomas Advisory Services, LLC | 13,540 | $1.22M | 0.15% | +149+1.1% | Added |
| Profund Advisors LLC | 13,508 | $1.21M | 0.04% | +5,016+59.1% | Added |
| Baird Financial Group, Inc. | 13,462 | $1.21M | 0.00% | −1,177−8.0% | Reduced |
| Aspen Investment Management Inc | 13,375 | $1.20M | 0.56% | +9,640+258.1% | Added |
| United Services Automobile Association | 13,264 | $1.19M | 0.04% | +13,264 | New |
| Davenport & Co LLC | 12,826 | $1.15M | 0.01% | +1,363+11.9% | Added |
| Titleist Asset Management, LLC | 12,801 | $1.15M | 0.13% | −634−4.7% | Reduced |
| Northwestern Mutual Wealth Management Co | 12,651 | $1.14M | 0.00% | −18,853−59.8% | Reduced |
| Oppenheimer & Co Inc | 12,548 | $1.13M | 0.02% | −11,555−47.9% | Reduced |
| Stratos Wealth Advisors, LLC | 12,406 | $1.12M | 0.05% | +12,406 | New |
| Lifestyle Asset Management, Inc. | 12,172 | $1.09M | 0.60% | +12,172 | New |
| Carrera Capital Advisors | 12,165 | $1.09M | 0.26% | +1,434+13.4% | Added |
| Occudo Quantitative Strategies LP | 12,113 | $1.09M | 0.20% | +12,113 | New |
| 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 |
| National Bank of Canada | 11,827 | $1.06M | 0.00% | −2,021−14.6% | Reduced |
| Guggenheim Capital LLC | 11,826 | $1.06M | 0.01% | +4,341+58.0% | Added |
| Alpha DNA Investment Management LLC | 11,698 | $1.05M | 0.57% | +11,698 | New |
| Woodline Partners LP | 11,575 | $1.04M | 0.01% | −9−0.1% | Reduced |
| Cresset Asset Management, LLC | 11,520 | $1.04M | 0.00% | −35,573−75.5% | Reduced |
| Tower Research Capital LLC (TRC) | 11,234 | $1.01M | 0.02% | +10,949+3,841.8% | Added |
| MAI Capital Management | 11,109 | $999.2K | 0.01% | +148+1.4% | Added |
| Colony Group, LLC | 11,063 | $995.0K | 0.00% | +1,829+19.8% | Added |
| Crossmark Global Holdings, Inc. | 10,996 | $989.0K | 0.02% | −9,693−46.9% | Reduced |
| Bokf, NA | 10,935 | $988.7K | 0.02% | −87−0.8% | Reduced |
| Grand Jean Capital Management Inc | 10,947 | $984.6K | 0.23% | +10,947 | New |
| NewEdge Wealth, LLC | 10,883 | $978.8K | 0.02% | +46+0.4% | Added |
| Maryland State Retirement & Pension System | 10,846 | $975.5K | 0.02% | −782−6.7% | Reduced |
| M&T Bank Corp | 10,840 | $974.5K | 0.00% | +143+1.3% | Added |
| Oak Thistle LLC | 10,606 | $953.9K | 0.28% | +10,606 | New |
| Green Alpha Advisors, LLC | 10,596 | $953.0K | 0.76% | −1,581−13.0% | Reduced |
| Park Avenue Securities LLC | 10,558 | $950.0K | 0.01% | +6,832+183.4% | Added |
| Two Sigma Securities, LLC | 10,432 | $938.3K | 0.17% | −30,790−74.7% | Reduced |
| Diversified Trust Co | 10,289 | $925.4K | 0.02% | −2,799−21.4% | Reduced |
| Quattro Financial Advisors LLC | 10,000 | $916.2K | 0.24% | 00.0% | Unchanged |
| Aspiriant, LLC | 10,102 | $908.6K | 0.03% | −447−4.2% | Reduced |
| Sanctuary Advisors, LLC | 9,432 | $904.1K | 0.01% | −717−7.1% | Reduced |
| Shannon River Fund Management LLC | 10,000 | $899.4K | 0.16% | +10,000 | New |
| APG Asset Management N.V. | 10,247 | $890.0K | 0.00% | +1,026+11.1% | Added |
| VGI Partners Ltd | 9,852 | $886.1K | 0.09% | +9,852 | New |
| ProShare Advisors LLC | 9,849 | $885.8K | 0.00% | +9,849 | New |
| denkapparat Operations GmbH | 9,842 | $885.2K | 1.31% | +9,842 | New |
| SBI Securities Co., Ltd. | 9,802 | $881.6K | 0.03% | +9,802 | New |
| Steward Partners Investment Advisory, LLC | 9,510 | $855.3K | 0.01% | −23,963−71.6% | Reduced |
| E. Ohman J:or Asset Management AB | 9,500 | $854.4K | 0.02% | +6,500+216.7% | Added |
| Churchill Management Corp | 9,411 | $846.4K | 0.01% | +9,411 | New |
| Kornitzer Capital Management Inc | 9,300 | $836.4K | 0.02% | +9,300 | New |
| Quantitative Investment Management, LLC | 9,297 | $836.0K | 0.06% | +9,297 | New |
| Wealth Management Associates, Inc. | 9,230 | $830.1K | 0.35% | −190−2.0% | Reduced |
| CIBC World Markets Corp | 9,185 | $826.1K | 0.00% | −2,744−23.0% | Reduced |
| RMR Wealth Builders | 9,108 | $819.2K | 0.08% | 00.0% | Unchanged |
| Bollard Group LLC | 9,053 | $814.0K | 0.02% | 00.0% | Unchanged |
| Prakash Investment Advisors LLC | 9,000 | $809.5K | 0.80% | +9,000 | New |
| Oppenheimer Asset Management Inc. | 8,976 | $807.3K | 0.01% | +3,534+64.9% | Added |
| Atria Wealth Solutions, Inc. | 8,958 | $805.7K | 0.01% | −7,168−44.4% | Reduced |
| Atria Investments LLC | 8,836 | $794.7K | 0.01% | 00.0% | Unchanged |
| CWM Advisors, LLC | 8,727 | $784.9K | 0.09% | −5,941−40.5% | Reduced |