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 |
|---|---|---|---|---|---|
| Silver Oak Securities, Inc | 2,133 | $195.6K | 0.02% | +2,133 | New |
| Global Trust Asset Management, LLC | 2,172 | $195.3K | 0.07% | −196−8.3% | Reduced |
| CoreCap Advisors, LLC | 2,044 | $183.8K | 0.01% | +1,086+113.4% | Added |
| Versant Capital Management, Inc | 2,035 | $183.0K | 0.04% | +81+4.1% | Added |
| Caption Management, LLC | 2,000 | $179.9K | 0.01% | +2,000 | New |
| Geneos Wealth Management Inc. | 1,872 | $168.4K | 0.01% | −1,597−46.0% | Reduced |
| Icon Wealth Advisors, LLC | 1,744 | $156.9K | 0.01% | +1,744 | New |
| Signaturefd, LLC | 1,686 | $151.6K | 0.00% | +183+12.2% | Added |
| Reyes Financial Architecture, Inc. | 1,651 | $148.5K | 0.12% | +1,651 | New |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 1,570 | $141.2K | 0.03% | −151−8.8% | Reduced |
| Quarry LP | 1,517 | $136.4K | 0.03% | +1,307+622.4% | Added |
| Farther Finance Advisors, LLC | 1,515 | $136.3K | 0.00% | −2,805−64.9% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 1,500 | $134.8K | 0.01% | 00.0% | Unchanged |
| Horizon Investments, LLC | 1,391 | $125.1K | 0.00% | +61+4.6% | Added |
| Ci Investments Inc. | 1,302 | $117.0K | 0.00% | +327+33.5% | Added |
| Castleview Partners, LLC | 1,233 | $111.4K | 0.06% | −156−11.2% | Reduced |
| CIBC Private Wealth Group, LLC | 1,221 | $109.3K | 0.00% | −860−41.3% | Reduced |
| Clearstead Advisors, LLC | 1,200 | $107.9K | 0.00% | +186+18.3% | Added |
| Hanseatic Management Services Inc | 1,130 | $101.6K | 0.13% | +1,130 | New |
| Fifth Third Bancorp | 1,102 | $99.1K | 0.00% | +1,087+7,246.7% | Added |
| Innovative Advisory Group, LLC | 1,101 | $99.0K | 0.09% | +1,101 | New |
| Truvestments Capital LLC | 1,095 | $98.5K | 0.03% | −94−7.9% | Reduced |
| First Pacific Financial | 1,092 | $98.2K | 0.02% | 00.0% | Unchanged |
| Union Bancaire Privee, UBP SA | 1,050 | $96.3K | 0.00% | +1,050 | New |
| Cary Street Partner Investment Advisory LLC | 1,061 | $95.4K | 0.06% | +1,061 | New |
| Coppell Advisory Solutions LLC | 1,030 | $94.5K | 0.01% | −39−3.6% | Reduced |
| EverSource Wealth Advisors, LLC | 1,035 | $93.1K | 0.01% | −209−16.8% | Reduced |
| Allworth Financial LP | 977 | $89.7K | 0.00% | +234+31.5% | Added |
| Financial Perspectives, Inc | 981 | $88.2K | 0.03% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 932 | $83.8K | 0.00% | +39+4.4% | Added |
| Umb Bank N A | 930 | $83.6K | 0.00% | +877+1,654.7% | Added |
| City State Bank | 899 | $80.9K | 0.03% | 00.0% | Unchanged |
| Huntington National Bank | 843 | $75.8K | 0.00% | +14+1.7% | Added |
| C M Bidwell & Associates Ltd | 840 | $75.5K | 0.05% | −410−32.8% | Reduced |
| SRS Capital Advisors, Inc. | 825 | $74.2K | 0.00% | −3,556−81.2% | Reduced |
| Bryn Mawr Trust Co | 819 | $73.7K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 812 | $73.0K | 0.00% | −26−3.1% | Reduced |
| GAMMA Investing LLC | 803 | $72.2K | 0.01% | +608+311.8% | Added |
| Rakuten Securities, Inc. | 797 | $71.7K | 0.03% | +138+20.9% | Added |
| Quadrant Capital Group LLC | 780 | $70.2K | 0.00% | +696+828.6% | Added |
| Putney Financial Group LLC | 722 | $64.9K | 0.06% | +722 | New |
| Whittier Trust Co | 715 | $64.3K | 0.00% | 00.0% | Unchanged |
| Virtus Fund Advisers, LLC | 712 | $64.0K | 0.20% | +24+3.5% | Added |
| Ronald Blue Trust, Inc. | 700 | $63.0K | 0.00% | −785−52.9% | Reduced |
| Friedenthal Financial | 605 | $54.4K | 0.03% | +605 | New |
| Optimum Investment Advisors | 600 | $54.0K | 0.02% | +400+200.0% | Added |
| Capital Advisors, Ltd. LLC | 563 | $51.0K | 0.01% | 00.0% | Unchanged |
| Skopos Labs, Inc. | 562 | $50.5K | 0.02% | +35+6.6% | Added |
| TD Waterhouse Canada Inc. | 557 | $50.1K | 0.00% | +143+34.5% | Added |
| Lindbrook Capital, LLC | 544 | $48.9K | 0.00% | +11+2.1% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 542 | $48.7K | 0.00% | +145+36.5% | Added |
| Wolff Wiese Magana LLC | 536 | $48.2K | 0.03% | −88−14.1% | Reduced |
| Private Trust Co NA | 515 | $46.3K | 0.00% | 00.0% | Unchanged |
| Caz Investments LP | 500 | $45.0K | 0.06% | −2,500−83.3% | Reduced |
| Itau Unibanco Holding S.A. | 498 | $44.8K | 0.00% | +55+12.4% | Added |
| WPG Advisers, LLC | 484 | $43.5K | 0.04% | +484 | New |
| Avion Wealth | 487 | $43.0K | 0.01% | +368+309.2% | Added |
| Bessemer Group Inc | 472 | $42.0K | 0.00% | +392+490.0% | Added |
| Cornerstone Planning Group LLC | 428 | $39.5K | 0.01% | −6−1.4% | Reduced |
| McIlrath & Eck, LLC | 432 | $38.9K | 0.00% | +357+476.0% | Added |
| Bank & Trust Co | 424 | $38.1K | 0.03% | 00.0% | Unchanged |
| Wood Tarver Financial Group, LLC | 422 | $37.0K | 0.01% | +422 | New |
| North Star Investment Management Corp. | 406 | $36.5K | 0.00% | 00.0% | Unchanged |
| Centiva Capital, LP | 400 | $36.0K | 0.00% | −27,586−98.6% | Reduced |
| Modus Advisors, LLC | 400 | $36.0K | 0.01% | +400 | New |
| First Horizon Advisors, Inc. | 397 | $35.7K | 0.00% | +201+102.6% | Added |
| Ancora Advisors, LLC | 385 | $34.6K | 0.00% | 00.0% | Unchanged |
| ZynergyRetirementPlanningLLC | 557 | $34.6K | 0.02% | 00.0% | Unchanged |
| Quest 10 Wealth Builders, Inc. | 373 | $33.5K | 0.03% | +373 | New |
| Van Hulzen Asset Management, LLC | 365 | $32.8K | 0.00% | +365 | New |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 340 | $30.6K | 0.01% | +240+240.0% | Added |
| Kestra Investment Management, LLC | 329 | $29.6K | 0.00% | +329 | New |
| Advisors Asset Management, Inc. | 324 | $29.1K | 0.00% | +62+23.7% | Added |
| SWAN Capital LLC | 300 | $27.0K | 0.01% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 275 | $24.7K | 0.01% | +50+22.2% | Added |
| Pacifica Partners Inc. | 265 | $24.0K | 0.01% | 00.0% | Unchanged |
| Contravisory Investment Management, Inc. | 263 | $23.7K | 0.01% | +263 | New |
| LGT Financial Advisors LLC | 259 | $23.3K | 0.05% | +259 | New |
| Hantz Financial Services, Inc. | 257 | $23.0K | 0.00% | −16−5.9% | Reduced |
| CarsonAllaria Wealth Management, Ltd. | 242 | $21.8K | 0.01% | −13−5.1% | Reduced |
| PSI Advisors, LLC | 239 | $21.5K | 0.01% | 00.0% | Unchanged |
| Adirondack Trust Co | 235 | $21.1K | 0.01% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 234 | $21.0K | 0.00% | −5−2.1% | Reduced |
| WealthCollab, LLC | 229 | $20.6K | 0.01% | +32+16.2% | Added |
| CVA Family Office, LLC | 225 | $20.2K | 0.00% | −10−4.3% | Reduced |
| Strategic Investment Solutions, Inc. | 225 | $20.2K | 0.01% | 00.0% | Unchanged |
| MPWM Advisory Solutions, LLC | 225 | $20.2K | 0.01% | +225 | New |
| Park Square Financial Group, LLC | 215 | $19.3K | 0.01% | +215 | New |
| TD Private Client Wealth LLC | 204 | $18.3K | 0.00% | 00.0% | Unchanged |
| Grove Bank & Trust | 202 | $18.2K | 0.00% | −30−12.9% | Reduced |
| Montag A & Associates Inc | 200 | $18.0K | 0.00% | 00.0% | Unchanged |
| HM Payson & Co | 200 | $18.0K | 0.00% | 00.0% | Unchanged |
| Rocky Mountain Advisers, LLC | 200 | $18.0K | 0.01% | 00.0% | Unchanged |
| Measured Risk Portfolios, Inc. | 200 | $18.0K | 0.02% | +200 | New |
| Stephens Consulting, LLC | 200 | $18.0K | 0.00% | +200 | New |
| Aspetuck Financial Management LLC | 200 | $18.0K | 0.01% | +200 | New |
| Quent Capital, LLC | 199 | $17.9K | 0.00% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 192 | $17.3K | 0.00% | −23−10.7% | Reduced |
| Medallion Wealth Advisors, LLC | 207 | $16.9K | 0.01% | +207 | New |
| Mather Group, LLC. | 186 | $16.7K | 0.00% | +173+1,330.8% | Added |