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 |
|---|---|---|---|---|---|
| DGS Capital Management, LLC | 4,192 | $377.0K | 0.09% | +4,192 | New |
| Ariadne Wealth Management, LP | 4,121 | $374.4K | 0.17% | +194+4.9% | Added |
| Exchange Traded Concepts, LLC | 4,105 | $369.2K | 0.01% | +256+6.7% | Added |
| Camden Capital, LLC | 4,036 | $363.0K | 0.04% | +4,036 | New |
| Schonfeld Strategic Advisors LLC | 3,950 | $355.3K | 0.00% | −35,898−90.1% | Reduced |
| US Bancorp | 3,942 | $354.5K | 0.00% | +381+10.7% | Added |
| UniSuper Management Pty Ltd | 3,900 | $350.8K | 0.00% | −1,500−27.8% | Reduced |
| Claret Asset Management Corp | 3,865 | $348.0K | 0.05% | +26+0.7% | Added |
| Leonteq Securities AG | 3,843 | $345.6K | 0.03% | −2,746−41.7% | Reduced |
| Ethic Inc. | 3,794 | $341.2K | 0.01% | +3,794 | New |
| Boothbay Fund Management, LLC | 3,782 | $340.2K | 0.01% | −3,669−49.2% | Reduced |
| Wealthfront Advisers LLC | 3,772 | $339.3K | 0.00% | −106−2.7% | Reduced |
| Optimist Retirement Group LLC | 3,757 | $337.9K | 0.16% | −659−14.9% | Reduced |
| Covestor Ltd | 3,739 | $337.0K | 0.21% | +433+13.1% | Added |
| FIL Ltd | 3,710 | $333.7K | 0.00% | −1,813,594−99.8% | Reduced |
| Tairen Capital Ltd | 3,700 | $332.8K | 0.05% | 00.0% | Unchanged |
| Kestra Private Wealth Services, LLC | 3,655 | $328.7K | 0.01% | −1,097−23.1% | Reduced |
| Insigneo Advisory Services, LLC | 3,654 | $328.6K | 0.03% | +3,654 | New |
| Stephens Inc | 3,615 | $325.1K | 0.00% | −17−0.5% | Reduced |
| Gries Financial LLC | 3,508 | $315.5K | 0.06% | −656−15.8% | Reduced |
| Burton Enright Welch | 3,500 | $314.8K | 0.07% | +10.0% | Added |
| United Advisor Group, LLC | 3,480 | $313.0K | 0.06% | −361−9.4% | Reduced |
| Total Wealth Planning & Management, Inc. | 3,472 | $312.3K | 0.31% | +3,472 | New |
| TFB Advisors LLC | 3,469 | $312.0K | 0.09% | +3,469 | New |
| Sym Financial Corp | 3,415 | $307.1K | 0.04% | +26+0.8% | Added |
| Thompson Davis & Co., Inc. | 3,410 | $306.7K | 0.20% | +3,410 | New |
| Dorsey & Whitney Trust CO LLC | 3,347 | $301.0K | 0.02% | +2+0.1% | Added |
| Optimize Financial Inc | 3,335 | $299.9K | 0.22% | +3,335 | New |
| Envestnet Portfolio Solutions, Inc. | 3,334 | $299.9K | 0.00% | +3,334 | New |
| Sunbelt Securities, Inc. | 3,247 | $297.8K | 0.03% | 00.0% | Unchanged |
| Knollwood Investment Advisory, LLC | 3,301 | $296.9K | 0.03% | 00.0% | Unchanged |
| Perpetual Ltd | 3,298 | $296.6K | 0.00% | +3,298 | New |
| Pinnacle Associates Ltd | 3,258 | $293.0K | 0.00% | −4,309−56.9% | Reduced |
| Twin Lakes Capital Management, LLC | 3,230 | $290.5K | 0.19% | 00.0% | Unchanged |
| PFG Investments, LLC | 3,219 | $289.5K | 0.02% | −3,752−53.8% | Reduced |
| Sovereign Financial Group, Inc. | 3,219 | $289.5K | 0.07% | −1,268−28.3% | Reduced |
| Kera Capital Partners, Inc. | 3,191 | $287.0K | 0.08% | +3,191 | New |
| Frank, Rimerman Advisors LLC | 3,174 | $285.5K | 0.02% | +3,174 | New |
| Mackenzie Financial Corp | 3,144 | $282.8K | 0.00% | −50,884−94.2% | Reduced |
| Caitong International Asset Management Co., Ltd | 3,124 | $281.0K | 0.28% | +3,124 | New |
| Ballentine Partners, LLC | 3,088 | $277.7K | 0.00% | +3,088 | New |
| United Capital Financial Advisers, LLC | 3,064 | $275.6K | 0.00% | −289−8.6% | Reduced |
| Eqis Capital Management, Inc. | 3,038 | $273.3K | 0.02% | −207−6.4% | Reduced |
| Vista Wealth Management Group, LLC | 3,019 | $271.5K | 0.02% | +3,019 | New |
| K.J. Harrison & Partners Inc | 3,000 | $271.1K | 0.04% | +3,000 | New |
| V-Square Quantitative Management LLC | 3,004 | $270.2K | 0.04% | −15−0.5% | Reduced |
| Mitchell McLeod Pugh & Williams Inc | 2,991 | $269.0K | 0.06% | +2,991 | New |
| Claro Advisors LLC | 2,962 | $266.4K | 0.04% | −831−21.9% | Reduced |
| Wetherby Asset Management Inc | 2,929 | $263.4K | 0.01% | +2,929 | New |
| Optas, LLC | 2,869 | $258.0K | 0.06% | +2,869 | New |
| CAP Partners, LLC | 2,862 | $257.4K | 0.18% | +2,862 | New |
| Miracle Mile Advisors, LLC | 2,861 | $257.3K | 0.01% | +2,861 | New |
| Financial Partners Group, Inc | 2,855 | $256.8K | 0.04% | −631−18.1% | Reduced |
| Sanders Morris Harris LLC | 2,850 | $256.3K | 0.04% | +2,850 | New |
| Valeo Financial Advisors, LLC | 2,830 | $254.6K | 0.01% | +2,830 | New |
| Stevens Capital Management LP | 2,812 | $253.0K | 0.10% | +2,812 | New |
| IFP Advisors, Inc | 2,798 | $252.2K | 0.01% | +1,997+249.3% | Added |
| Metis Global Partners, LLC | 2,783 | $250.3K | 0.01% | −826−22.9% | Reduced |
| Parallel Advisors, LLC | 2,773 | $249.4K | 0.01% | +192+7.4% | Added |
| Bank Julius Baer & Co. Ltd, Zurich | 2,506 | $248.7K | 0.00% | +190+8.2% | Added |
| National Asset Management, Inc. | 2,745 | $246.9K | 0.01% | −752−21.5% | Reduced |
| Jain Global LLC | 2,732 | $245.7K | 0.01% | +2,732 | New |
| Resources Investment Advisors, LLC. | 2,646 | $238.0K | 0.00% | +2,646 | New |
| Moors & Cabot, Inc. | 2,630 | $236.5K | 0.01% | +2,630 | New |
| Pensionmark Financial Group, LLC | 2,629 | $236.5K | 0.01% | +2,629 | New |
| Fukoku Mutual Life Insurance Co | 2,604 | $234.2K | 0.02% | +2,604 | New |
| Venturi Wealth Management, LLC | 2,583 | $232.3K | 0.01% | −4,139−61.6% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 2,509 | $232.3K | 0.00% | −957−27.6% | Reduced |
| SPC Financial, Inc. | 2,575 | $231.6K | 0.02% | +2,575 | New |
| Warren Averett Asset Management, LLC | 2,572 | $231.3K | 0.00% | −2,793−52.1% | Reduced |
| Quantessence Capital LLC | 2,568 | $231.0K | 0.09% | +2,568 | New |
| Meredith Wealth Planning | 2,565 | $230.7K | 0.10% | +2,565 | New |
| Real Talk Capital, LLC | 2,557 | $230.0K | 0.30% | +2,557 | New |
| HighPoint Advisor Group LLC | 2,605 | $229.0K | 0.01% | +2,605 | New |
| Transcendent Capital Group LLC | 2,516 | $226.3K | 0.12% | −376−13.0% | Reduced |
| Kingsview Wealth Management, LLC | 2,514 | $226.1K | 0.00% | +2,514 | New |
| Canton Hathaway, LLC | 2,500 | $225.0K | 0.06% | −16,705−87.0% | Reduced |
| IVC Wealth Advisors LLC | 2,497 | $224.6K | 0.13% | +2,497 | New |
| Oversea-Chinese Banking CORP Ltd | 2,496 | $224.5K | 0.01% | −2,766−52.6% | Reduced |
| Stratos Wealth Partners, LTD. | 2,493 | $224.2K | 0.00% | +2,493 | New |
| Ritholtz Wealth Management | 2,477 | $222.8K | 0.01% | +2,477 | New |
| Good Life Advisors, LLC | 2,474 | $222.5K | 0.02% | +2,474 | New |
| Nwam LLC | 2,467 | $221.9K | 0.01% | +2,467 | New |
| Mine & Arao Wealth Creation & Management, LLC. | 2,457 | $221.0K | 0.10% | +2,457 | 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 |
| Weatherly Asset Management L. P. | 2,453 | $220.6K | 0.02% | +2,453 | New |
| Stonegate Investment Group, LLC | 2,404 | $216.2K | 0.01% | +2,404 | New |
| Gerber, LLC | 2,400 | $215.9K | 0.16% | +2,400 | New |
| Equitable Holdings, Inc. | 2,389 | $214.9K | 0.00% | +2,389 | New |
| Hudock, Inc. | 2,361 | $212.3K | 0.04% | +2,361 | New |
| Apollon Wealth Management, LLC | 2,336 | $210.1K | 0.00% | −926−28.4% | Reduced |
| FineMark National Bank & Trust | 2,332 | $209.7K | 0.01% | +2,332 | New |
| Savvy Advisors, Inc. | 2,330 | $209.6K | 0.03% | +2,330 | New |
| Kovack Advisors, Inc. | 2,303 | $207.1K | 0.02% | +2,303 | New |
| Garden State Investment Advisory Services LLC | 2,286 | $205.6K | 0.06% | +2,286 | New |
| Global Retirement Partners, LLC | 2,253 | $202.6K | 0.01% | +1,198+113.6% | Added |
| Smartleaf Asset Management LLC | 2,204 | $202.1K | 0.02% | +1,954+781.6% | Added |
| Redwood Financial Network Corp | 2,242 | $201.6K | 0.15% | +2,242 | New |
| Verus Capital Partners, LLC | 2,236 | $201.1K | 0.02% | +2,236 | New |