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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, Q1 2025

Institutional positions in DocuSign, Inc. as of Mar 31, 2025. 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
810
+4 vs. Q4 2024
Shares held
173.0M
−3.02M (−1.7%) vs. Q4 2024
Total value
$14.1B
−$1.76B (−11.1%) vs. Q4 2024
New holders
117
278 more added
Sold out
113
289 more reduced

13 institutions that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q4 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.

Institutional holdersQ1 2025: 810 institutions
Q1 2021: 970 institutionsQ2 2021: 1,028 institutionsQ3 2021: 1,043 institutionsQ4 2021: 1,010 institutionsQ1 2022: 936 institutionsQ2 2022: 793 institutionsQ3 2022: 738 institutionsQ4 2022: 737 institutionsQ1 2023: 728 institutionsQ2 2023: 712 institutionsQ3 2023: 665 institutionsQ4 2023: 708 institutionsQ1 2024: 686 institutionsQ2 2024: 669 institutionsQ3 2024: 695 institutionsQ4 2024: 819 institutionsQ1 2025: 810 institutionsQ2 2025: 782 institutionsQ3 2025: 816 institutionsQ4 2025: 791 institutionsQ1 2026: 709 institutionsQ2 2026: 674 institutions
Value heldQ1 2025: $14.1B
Q1 2021: $28.7BQ2 2021: $41.7BQ3 2021: $39.2BQ4 2021: $23.0BQ1 2022: $16.5BQ2 2022: $8.86BQ3 2022: $8.32BQ4 2022: $8.69BQ1 2023: $9.15BQ2 2023: $8.15BQ3 2023: $6.37BQ4 2023: $9.38BQ1 2024: $9.60BQ2 2024: $8.62BQ3 2024: $10.1BQ4 2024: $15.9BQ1 2025: $14.1BQ2 2025: $13.7BQ3 2025: $12.2BQ4 2025: $11.6BQ1 2026: $8.50BQ2 2026: $7.87B
Institutions holding DOCU and their total value by quarter
QuarterHoldersValue
Q2 2026674$7.87B
Q1 2026709$8.50B
Q4 2025791$11.6B
Q3 2025816$12.2B
Q2 2025782$13.7B
Q1 2025810$14.1B
Q4 2024819$15.9B
Q3 2024695$10.1B
Q2 2024669$8.62B
Q1 2024686$9.60B
Q4 2023708$9.38B
Q3 2023665$6.37B
Q2 2023712$8.15B
Q1 2023728$9.15B
Q4 2022737$8.69B
Q3 2022738$8.32B
Q2 2022793$8.86B
Q1 2022936$16.5B
Q4 20211,010$23.0B
Q3 20211,043$39.2B
Q2 20211,028$41.7B
Q1 2021970$28.7B

Institutions, Q1 2025

Shares, value and share of portfolio for each institution holding DocuSign, Inc.; share changes are against Q4 2024.

Institutions holding DOCU in Q1 2025
InstitutionSharesValue% of portfolioChange in sharesAction
McClarren Financial Advisors, Inc.81$00.00%+81New
NBT Bank N A1$810.00%00.0%Unchanged
Core Alternative Capital1$810.00%00.0%Unchanged
Pineridge Advisors LLC1$810.00%00.0%Unchanged
DHJJ Financial Advisors, Ltd.1$820.00%00.0%Unchanged
Bay Harbor Wealth Management, LLC2$1620.00%+2New
Activest Wealth Management2$1630.00%+1+100.0%Added
Parkworth Wealth Management, Inc.2$1630.00%+1+100.0%Added
Private Wealth Asset Management, LLC2$1630.00%+2New
HFM Investment Advisors, LLC2$1630.00%+2New
Evelyn Partners Investment Management LLP3$2440.00%00.0%Unchanged
Highline Wealth Partners LLC3$2440.00%+3New
AdvisorNet Financial, Inc4$3260.00%−8−66.7%Reduced
Manchester Capital Management LLC4$3260.00%00.0%Unchanged
Crewe Advisors LLC4$3260.00%00.0%Unchanged
Nemes Rush Group LLC5$4070.00%−38−88.4%Reduced
Bear Mountain Capital, Inc.5$4110.00%00.0%Unchanged
Roxbury Financial LLC5$4160.00%00.0%Unchanged
Winnow Wealth LLC6$4870.00%+1+20.0%Added
Key Financial Inc7$5700.00%00.0%Unchanged
Sittner & Nelson, LLC7$5700.00%00.0%Unchanged
DiNuzzo Private Wealth, Inc.7$5700.00%+2+40.0%Added
PayPay Securities Corp7$6280.04%00.0%Unchanged
Sound Income Strategies, LLC8$6510.00%00.0%Unchanged
Prestige Wealth Management Group LLC8$6520.00%00.0%Unchanged
Glass Jacobson Investment Advisors llc8$7200.00%00.0%Unchanged
Carolina Wealth Advisors, LLC9$7330.00%00.0%Unchanged
Principia Wealth Advisory, LLC10$7860.00%+1+11.1%Added
St. Johns Investment Management Company, LLC10$8140.00%00.0%Unchanged
MB, Levis & Associates, LLC10$8140.00%00.0%Unchanged
Sandy Spring Bank10$8140.00%+10New
Pittenger & Anderson Inc11$8960.00%00.0%Unchanged
Curio Wealth, LLC1$8990.00%+1New
ORG Wealth Partners, LLC11$9080.00%+10+1,000.0%Added
Cromwell Holdings LLC12$9770.00%+12New
Financial Network Wealth Advisors LLC12$9770.00%+12New
Winthrop Capital Management, LLC18$1.00K0.00%−4−18.2%Reduced
SJS Investment Consulting Inc.13$1.06K0.00%00.0%Unchanged
Valued Wealth Advisors LLC13$1.06K0.00%00.0%Unchanged
UMA Financial Services, Inc.13$1.06K0.00%+13New
N.E.W. Advisory Services LLC15$1.22K0.00%+15New
Bare Financial Services, Inc17$1.38K0.00%+17New
Solstein Capital, LLC18$1.47K0.00%00.0%Unchanged
Holos Integrated Wealth LLC18$1.47K0.00%00.0%Unchanged
Asset Dedication, LLC20$1.63K0.00%00.0%Unchanged
Raffa Wealth Management, LLC20$1.63K0.00%00.0%Unchanged
Global Wealth Strategies & Associates20$1.63K0.00%00.0%Unchanged
Marshall & Sterling Wealth Advisors Inc.20$1.63K0.00%00.0%Unchanged
CNB Bank21$1.71K0.00%00.0%Unchanged
Sachetta, LLC22$1.79K0.00%00.0%Unchanged
MV Capital Management, Inc.22$1.79K0.00%+2+10.0%Added
Hughes Financial Services, LLC22$1.82K0.00%+22New
JFS Wealth Advisors, LLC24$1.95K0.00%+1+4.3%Added
Picton Mahoney Asset Management20$2.00K0.00%−7,203−99.7%Reduced
Cornerstone Planning Group LLC26$2.03K0.00%−402−93.9%Reduced
Anchor Investment Management, LLC25$2.04K0.00%00.0%Unchanged
Beacon Capital Management, LLC25$2.04K0.00%+15+150.0%Added
Legacy Wealth Managment, LLC26$2.12K0.00%+20+333.3%Added
Park Place Capital Corp27$2.20K0.00%00.0%Unchanged
YANKCOM Partnership28$2.28K0.00%00.0%Unchanged
Anfield Capital Management, LLC30$2.44K0.00%00.0%Unchanged
Atlantic Trust, LLC30$2.44K0.00%+30New
Caitong International Asset Management Co., Ltd31$2.52K0.00%−3,093−99.0%Reduced
Gleason Group, Inc.42$3.42K0.00%−1−2.3%Reduced
Sierra Ocean, LLC42$3.42K0.00%+42New
GHP Investment Advisors, Inc.44$3.58K0.00%00.0%Unchanged
Global Financial Private Client, LLC46$3.74K0.00%+44+2,200.0%Added
Creekmur Asset Management LLC47$3.83K0.00%00.0%Unchanged
Capital Analysts, LLC47$4.00K0.00%+15+46.9%Added
Westside Investment Management, Inc.50$4.07K0.00%00.0%Unchanged
BFSG, LLC50$4.07K0.00%00.0%Unchanged
NCP Inc.50$4.07K0.01%00.0%Unchanged
Asset Planning,Inc50$4.07K0.00%00.0%Unchanged
Eq Wealth Advisors, LLC50$4.07K0.00%+50New
Hurley Capital, LLC52$4.23K0.00%00.0%Unchanged
Rakuten Securities, Inc.56$4.56K0.00%−741−93.0%Reduced
High Note Wealth, LLC61$4.96K0.00%+5+8.9%Added
NBC Securities, Inc.66$5.00K0.00%+66New
True Wealth Design, LLC63$5.13K0.00%+55+687.5%Added
Colonial Trust Co64$5.21K0.00%+64New
Brown Brothers Harriman & Co67$5.45K0.00%00.0%Unchanged
Bell Investment Advisors, Inc67$5.45K0.00%00.0%Unchanged
Golden State Wealth Management, LLC69$5.62K0.00%+7+11.3%Added
ZRC Wealth Management, LLC72$5.86K0.00%00.0%Unchanged
Cary Street Partner Investment Advisory LLC76$6.19K0.00%−985−92.8%Reduced
Tidemark, LLC79$6.43K0.00%00.0%Unchanged
Saudi Central Bank79$6.43K0.03%+79New
Arlington Trust Co LLC85$6.92K0.00%+85New
TSFG, LLC92$7.00K0.00%00.0%Unchanged
Valley National Advisers Inc87$7.00K0.00%00.0%Unchanged
Bartlett & Co. Wealth Management LLC87$7.08K0.00%+35+67.3%Added
Hollencrest Capital Management90$7.33K0.00%00.0%Unchanged
Fourth Dimension Wealth, LLC91$7.41K0.00%00.0%Unchanged
EMC Capital Management100$8.00K0.00%00.0%Unchanged
Rothschild Investment LLC100$8.14K0.00%00.0%Unchanged
Addison Advisors LLC100$8.14K0.00%00.0%Unchanged
Graney & King, LLC100$8.14K0.01%00.0%Unchanged
Vermillion & White Wealth Management Group, LLC104$8.47K0.01%+104New
PFS Partners, LLC105$8.55K0.00%00.0%Unchanged
Abound Financial, LLC106$8.63K0.00%+106New