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 |
|---|---|---|---|---|---|
| Sirios Capital Management L P | 8,680 | $780.7K | 0.14% | −62,889−87.9% | Reduced |
| B. Metzler seel. Sohn & Co. AG | 8,677 | $780.4K | 0.01% | +3,652+72.7% | Added |
| CFO4Life Group, LLC | 8,648 | $777.8K | 0.14% | +8,648 | New |
| Forum Financial Management, LP | 8,600 | $773.5K | 0.01% | +8,600 | New |
| Beck Capital Management, LLC | 8,549 | $768.9K | 0.20% | +64+0.8% | Added |
| Rehmann Capital Advisory Group | 8,531 | $767.3K | 0.05% | +446+5.5% | Added |
| Jackson Creek Investment Advisors LLC | 8,520 | $766.0K | 0.23% | −1,836−17.7% | Reduced |
| Unique Wealth Strategies, LLC | 8,499 | $764.4K | 0.34% | −513−5.7% | Reduced |
| Principal Securities, Inc. | 8,406 | $756.0K | 0.02% | +2,890+52.4% | Added |
| Prairie Wealth Advisors, Inc. | 8,399 | $755.4K | 0.36% | −620−6.9% | Reduced |
| Foundry Partners, LLC | 8,366 | $752.4K | 0.04% | −533−6.0% | Reduced |
| Brighton Jones LLC | 8,359 | $751.8K | 0.02% | −1,712−17.0% | Reduced |
| J.W. Cole Advisors, Inc. | 8,321 | $748.4K | 0.03% | +375+4.7% | Added |
| CIBC Asset Management Inc | 8,313 | $747.7K | 0.00% | +1,020+14.0% | Added |
| Plato Investment Management Ltd | 8,270 | $746.5K | 0.05% | −15,518−65.2% | Reduced |
| Hilltop Holdings Inc. | 8,191 | $736.7K | 0.05% | +1,357+19.9% | Added |
| Garde Capital, Inc. | 8,136 | $732.0K | 0.05% | −250−3.0% | Reduced |
| Affinity Investment Advisors, LLC | 8,042 | $723.3K | 0.60% | −2,071−20.5% | Reduced |
| Everence Capital Management Inc | 8,010 | $720.0K | 0.05% | +8,010 | New |
| Financial Advocates Investment Management | 7,968 | $716.6K | 0.04% | −569−6.7% | Reduced |
| Rodgers Brothers Inc. | 7,840 | $705.1K | 0.09% | 00.0% | Unchanged |
| Integrated Wealth Concepts LLC | 7,805 | $702.0K | 0.01% | +2,841+57.2% | Added |
| Fluent Financial, LLC | 7,711 | $693.5K | 0.31% | +7,711 | New |
| Jane Street Group, LLC | 7,691 | $691.7K | 0.00% | −120,881−94.0% | Reduced |
| Shelton Capital Management | 7,588 | $682.5K | 0.02% | +7,588 | New |
| Prosperity Wealth Management, Inc. | 7,585 | $682.2K | 0.28% | +295+4.0% | Added |
| iA Global Asset Management Inc. | 7,555 | $679.0K | 0.01% | −1,803−19.3% | Reduced |
| Gilbert & Cook, Inc. | 7,466 | $671.5K | 0.09% | −37−0.5% | Reduced |
| Jump Financial, LLC | 7,434 | $668.6K | 0.01% | +7,434 | New |
| SeaCrest Wealth Management, LLC | 7,424 | $667.7K | 0.07% | −2,909−28.2% | Reduced |
| Truist Financial Corp | 7,318 | $658.2K | 0.00% | +2,680+57.8% | Added |
| DC Investments Management, LLC | 7,279 | $654.7K | 0.43% | 00.0% | Unchanged |
| Tokio Marine Asset Management Co Ltd | 7,267 | $653.6K | 0.02% | +190+2.7% | Added |
| Picton Mahoney Asset Management | 7,223 | $650.0K | 0.02% | +829+13.0% | Added |
| Patriot Financial Group Insurance Agency, LLC | 7,202 | $647.7K | 0.09% | −2,009−21.8% | Reduced |
| Prudential PLC | 7,084 | $637.1K | 0.00% | −2,411−25.4% | Reduced |
| Sigma Planning Corp | 6,978 | $627.6K | 0.02% | +2,275+48.4% | Added |
| Independent Financial Group, LLC | 6,848 | $615.9K | 0.02% | −1,075−13.6% | Reduced |
| Essex Financial Services, Inc. | 6,776 | $609.4K | 0.04% | +94+1.4% | Added |
| GWM Advisors LLC | 6,745 | $606.6K | 0.00% | +469+7.5% | Added |
| Comprehensive Financial Management LLC | 6,593 | $593.0K | 0.02% | 00.0% | Unchanged |
| Intellectus Partners, LLC | 6,577 | $591.6K | 0.13% | −1,400−17.6% | Reduced |
| The PNC Financial Services Group, Inc. | 6,532 | $587.5K | 0.00% | −1,809−21.7% | Reduced |
| Wealthspire Advisors, LLC | 6,457 | $580.7K | 0.01% | +394+6.5% | Added |
| APG Asset Management US Inc. | 6,389 | $574.6K | 0.00% | +6,389 | New |
| Americana Partners, LLC | 6,332 | $569.5K | 0.02% | 00.0% | Unchanged |
| 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 |
| Patten & Patten Inc | 6,109 | $549.4K | 0.04% | −900−12.8% | Reduced |
| RSM US Wealth Management LLC | 5,973 | $547.1K | 0.01% | +791+15.3% | Added |
| Snowden Capital Advisors LLC | 6,073 | $546.2K | 0.02% | +6,073 | New |
| Bennett Selby Investments LP | 6,071 | $546.0K | 0.22% | 00.0% | Unchanged |
| Essex LLC | 6,068 | $545.8K | 0.11% | −620−9.3% | Reduced |
| Baader Bank INC | 6,011 | $540.5K | 0.05% | −6,153−50.6% | Reduced |
| Western Wealth Management, LLC | 5,998 | $539.5K | 0.03% | +470+8.5% | Added |
| Citizens Financial Group Inc | 5,990 | $538.7K | 0.01% | +133+2.3% | Added |
| CAPROCK Group, Inc. | 5,989 | $538.7K | 0.02% | +844+16.4% | Added |
| Lingohr & Partner Asset Management GmbH | 5,864 | $538.0K | 1.12% | +5,864 | New |
| Pallas Capital Advisors LLC | 5,977 | $537.6K | 0.02% | 00.0% | Unchanged |
| Allstate Corp | 5,903 | $530.9K | 0.02% | +5,903 | New |
| Atomi Financial Group, Inc. | 5,861 | $527.1K | 0.03% | +1,235+26.7% | Added |
| Cubist Systematic Strategies, LLC | 5,800 | $521.7K | 0.01% | −173,412−96.8% | Reduced |
| Fifth Third Wealth Advisors LLC | 5,775 | $519.4K | 0.03% | +5,775 | New |
| Burns Matteson Capital Management, LLC | 5,744 | $516.6K | 0.29% | +5,744 | New |
| Bristlecone Advisors, LLC | 5,613 | $504.8K | 0.04% | +59+1.1% | Added |
| Ossiam | 5,606 | $504.2K | 0.01% | +1,371+32.4% | Added |
| Kovitz Investment Group Partners, LLC | 5,605 | $504.2K | 0.00% | −110−1.9% | Reduced |
| CastleKnight Management LP | 5,400 | $485.7K | 0.05% | −17,600−76.5% | Reduced |
| Kingswood Wealth Advisors, LLC | 5,377 | $483.6K | 0.04% | +5,377 | New |
| Leuthold Group, LLC | 5,369 | $482.9K | 0.06% | +5,369 | New |
| Centaurus Financial, Inc. | 5,332 | $480.0K | 0.03% | −108−2.0% | Reduced |
| Horizon Investment Services, LLC | 5,323 | $478.8K | 0.20% | +5,323 | New |
| Palogic Value Management, L.P. | 5,321 | $478.6K | 0.19% | +69+1.3% | Added |
| Cassaday & Co Wealth Management LLC | 5,183 | $466.2K | 0.01% | +5,183 | New |
| Wahed Invest LLC | 5,145 | $462.7K | 0.08% | +5,145 | New |
| Legacy Financial Advisors, Inc. | 5,087 | $457.5K | 0.08% | +29+0.6% | Added |
| Formidable Asset Management, LLC | 5,076 | $456.5K | 0.07% | −1,552−23.4% | Reduced |
| Philip James Wealth Mangement, LLC | 5,045 | $453.7K | 0.06% | −925−15.5% | Reduced |
| Independent Advisor Alliance | 5,042 | $453.5K | 0.01% | +577+12.9% | Added |
| Obermeyer Wood Investment Counsel, LLLP | 5,000 | $449.7K | 0.02% | 00.0% | Unchanged |
| Aaron Wealth Advisors | 4,940 | $444.3K | 0.05% | +606+14.0% | Added |
| New Age Alpha Advisors, LLC | 4,914 | $442.0K | 0.02% | +4,914 | New |
| Csenge Advisory Group | 4,905 | $441.2K | 0.02% | +1,360+38.4% | Added |
| Motley Fool Asset Management LLC | 4,880 | $438.9K | 0.02% | +733+17.7% | Added |
| Ridgewood Investments LLC | 4,873 | $438.3K | 0.21% | −1,512−23.7% | Reduced |
| Asahi Life Asset Management Co., Ltd. | 4,820 | $433.5K | 0.26% | −1,070−18.2% | Reduced |
| Aigen Investment Management, LP | 4,804 | $432.1K | 0.08% | +4,804 | New |
| Journey Strategic Wealth LLC | 4,803 | $432.0K | 0.02% | +889+22.7% | Added |
| TownSquare Capital, LLC | 4,680 | $420.9K | 0.00% | −423−8.3% | Reduced |
| DMG Group, LLC | 4,670 | $420.0K | 0.34% | +109+2.4% | Added |
| Agf Management Ltd | 4,647 | $418.0K | 0.00% | +4,647 | New |
| Aster Capital Management (DIFC) Ltd | 4,641 | $417.4K | 0.16% | +4,641 | New |
| Pingora Partners LLC | 4,600 | $413.7K | 0.27% | 00.0% | Unchanged |
| Impact Partnership Wealth, LLC | 4,596 | $413.3K | 0.08% | +223+5.1% | Added |
| Flagship Harbor Advisors, LLC | 4,594 | $413.2K | 0.02% | −80−1.7% | Reduced |
| State of Wyoming | 4,565 | $410.6K | 0.05% | +2,927+178.7% | Added |
| International Assets Investment Management, LLC | 4,517 | $408.1K | 0.03% | −434,397−99.0% | Reduced |
| Griffin Asset Management, Inc. | 4,450 | $400.2K | 0.05% | 00.0% | Unchanged |
| Silvant Capital Management LLC | 4,342 | $390.5K | 0.02% | −13−0.3% | Reduced |
| Marex Group plc | 4,247 | $382.0K | 0.01% | −2,991−41.3% | Reduced |
| Synergy Financial Group, LTD | 4,241 | $381.4K | 0.32% | +140+3.4% | Added |