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.
| 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, Q1 2025
Shares, value and share of portfolio for each institution holding DocuSign, Inc.; share changes are against Q4 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Richardson Financial Services Inc. | 111 | $9.04K | 0.01% | −4−3.5% | Reduced |
| Salem Investment Counselors Inc | 118 | $9.61K | 0.00% | 00.0% | Unchanged |
| Close Asset Management Ltd | 125 | $10.0K | 0.00% | +125 | New |
| Continuum Advisory, LLC | 126 | $10.3K | 0.00% | −66−34.4% | Reduced |
| Private Wealth Management Group, LLC | 126 | $10.3K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 129 | $10.5K | 0.00% | −7−5.1% | Reduced |
| Bogart Wealth, LLC | 129 | $10.5K | 0.00% | +38+41.8% | Added |
| Atala Financial Inc | 135 | $11.0K | 0.01% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 136 | $11.1K | 0.00% | +71+109.2% | Added |
| Park Square Financial Group, LLC | 162 | $13.2K | 0.01% | −53−24.7% | Reduced |
| Quent Capital, LLC | 169 | $13.8K | 0.00% | −30−15.1% | Reduced |
| LRI Investments, LLC | 171 | $13.9K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 176 | $14.3K | 0.00% | +70+66.0% | Added |
| GoalVest Advisory LLC | 181 | $14.7K | 0.00% | 00.0% | Unchanged |
| Montag A & Associates Inc | 184 | $15.0K | 0.00% | −16−8.0% | Reduced |
| Main Street Group, LTD | 185 | $15.1K | 0.01% | 00.0% | Unchanged |
| Mather Group, LLC. | 186 | $15.1K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 195 | $15.9K | 0.00% | +26+15.4% | Added |
| Atlas Capital Advisors LLC | 195 | $15.9K | 0.00% | +195 | New |
| HM Payson & Co | 200 | $16.3K | 0.00% | 00.0% | Unchanged |
| Rocky Mountain Advisers, LLC | 200 | $16.3K | 0.01% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 200 | $16.3K | 0.00% | 00.0% | Unchanged |
| Symmetry Peak Management LLC | 200 | $16.3K | 0.81% | +200 | New |
| Grove Bank & Trust | 202 | $16.4K | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 207 | $16.9K | 0.00% | +3+1.5% | Added |
| Medallion Wealth Advisors, LLC | 207 | $16.9K | 0.01% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 219 | $17.8K | 0.00% | −15−6.4% | Reduced |
| CVA Family Office, LLC | 223 | $18.2K | 0.00% | −2−0.9% | Reduced |
| Strategic Investment Solutions, Inc. | 225 | $18.3K | 0.01% | 00.0% | Unchanged |
| MPWM Advisory Solutions, LLC | 225 | $18.3K | 0.01% | 00.0% | Unchanged |
| Adirondack Trust Co | 235 | $19.1K | 0.01% | 00.0% | Unchanged |
| PSI Advisors, LLC | 239 | $19.5K | 0.01% | 00.0% | Unchanged |
| Pacifica Partners Inc. | 265 | $20.5K | 0.01% | 00.0% | Unchanged |
| Contravisory Investment Management, Inc. | 263 | $21.4K | 0.00% | 00.0% | Unchanged |
| CarsonAllaria Wealth Management, Ltd. | 263 | $21.4K | 0.01% | +21+8.7% | Added |
| WealthCollab, LLC | 271 | $22.1K | 0.01% | +42+18.3% | Added |
| Tradewinds Capital Management, LLC | 275 | $22.4K | 0.01% | 00.0% | Unchanged |
| South State Corp. | 295 | $24.0K | 0.00% | +295 | New |
| Creative Financial Designs Inc | 298 | $24.3K | 0.00% | +298 | New |
| SWAN Capital LLC | 300 | $24.4K | 0.01% | 00.0% | Unchanged |
| NewSquare Capital LLC | 300 | $24.4K | 0.00% | +145+93.5% | Added |
| Mark Sheptoff Financial Planning, LLC | 300 | $24.4K | 0.01% | +300 | New |
| Advisors Asset Management, Inc. | 322 | $26.2K | 0.00% | −2−0.6% | Reduced |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 340 | $27.7K | 0.01% | 00.0% | Unchanged |
| Hemington Wealth Management | 347 | $28.0K | 0.00% | +264+318.1% | Added |
| TD Waterhouse Canada Inc. | 390 | $32.3K | 0.00% | −167−30.0% | Reduced |
| First Horizon Advisors, Inc. | 397 | $32.3K | 0.00% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 411 | $33.0K | 0.00% | +154+59.9% | Added |
| North Star Investment Management Corp. | 406 | $33.0K | 0.00% | 00.0% | Unchanged |
| Clear Street Markets LLC | 414 | $33.7K | 0.02% | +414 | New |
| Wood Tarver Financial Group, LLC | 422 | $34.4K | 0.01% | 00.0% | Unchanged |
| Bank & Trust Co | 424 | $34.5K | 0.03% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 432 | $35.2K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 452 | $36.8K | 0.03% | −84−15.7% | Reduced |
| Massmutual Trust Co FSB | 453 | $36.9K | 0.00% | +274+153.1% | Added |
| Rise Advisors, LLC | 463 | $37.7K | 0.02% | +415+864.6% | Added |
| WPG Advisers, LLC | 485 | $39.5K | 0.04% | +1+0.2% | Added |
| Caz Investments LP | 500 | $41.0K | 0.29% | 00.0% | Unchanged |
| Putney Financial Group LLC | 509 | $41.4K | 0.04% | −213−29.5% | Reduced |
| Itau Unibanco Holding S.A. | 513 | $42.0K | 0.00% | +15+3.0% | Added |
| North Capital, Inc. | 516 | $42.0K | 0.04% | +516 | New |
| Quarry LP | 521 | $42.4K | 0.01% | −996−65.7% | Reduced |
| Avion Wealth | 487 | $43.0K | 0.01% | 00.0% | Unchanged |
| Silvant Capital Management LLC | 535 | $43.5K | 0.00% | −3,807−87.7% | Reduced |
| Huntington National Bank | 555 | $45.2K | 0.00% | −288−34.2% | Reduced |
| Capital Advisors, Ltd. LLC | 563 | $46.0K | 0.01% | 00.0% | Unchanged |
| Bessemer Group Inc | 602 | $49.0K | 0.00% | +130+27.5% | Added |
| ZynergyRetirementPlanningLLC | 557 | $50.1K | 0.04% | 00.0% | Unchanged |
| Sterling Capital Management LLC | 672 | $54.7K | 0.00% | −33,772−98.0% | Reduced |
| Private Trust Co NA | 677 | $55.1K | 0.01% | +162+31.5% | Added |
| Skopos Labs, Inc. | 702 | $57.1K | 0.01% | +140+24.9% | Added |
| Whittier Trust Co | 715 | $58.2K | 0.00% | 00.0% | Unchanged |
| Optimum Investment Advisors | 715 | $58.2K | 0.03% | +115+19.2% | Added |
| Twin Tree Management, LP | 716 | $58.3K | 0.00% | +716 | New |
| Ofi Invest Asset Management | 790 | $59.5K | 0.00% | +790 | New |
| Ancora Advisors, LLC | 735 | $59.8K | 0.00% | +350+90.9% | Added |
| Harbour Investments, Inc. | 781 | $63.6K | 0.00% | −31−3.8% | Reduced |
| Bryn Mawr Trust Co | 819 | $66.7K | 0.00% | 00.0% | Unchanged |
| C M Bidwell & Associates Ltd | 820 | $66.7K | 0.04% | −20−2.4% | Reduced |
| SRS Capital Advisors, Inc. | 837 | $68.1K | 0.00% | +12+1.5% | Added |
| Allworth Financial LP | 849 | $69.3K | 0.00% | −128−13.1% | Reduced |
| City State Bank | 895 | $72.9K | 0.02% | −4−0.4% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 950 | $77.3K | 0.00% | +770+427.8% | Added |
| Cullen/Frost Bankers, Inc. | 978 | $79.6K | 0.00% | +811+485.6% | Added |
| Financial Perspectives, Inc | 966 | $79.9K | 0.03% | −15−1.5% | Reduced |
| EverSource Wealth Advisors, LLC | 1,023 | $83.3K | 0.00% | −12−1.2% | Reduced |
| Innovative Advisory Group, LLC | 1,076 | $87.6K | 0.08% | −25−2.3% | Reduced |
| Anderson Financial Strategies, LLC | 1,112 | $90.6K | 0.06% | +1,112 | New |
| Ci Investments Inc. | 1,117 | $91.0K | 0.00% | −185−14.2% | Reduced |
| Ronald Blue Trust, Inc. | 1,128 | $91.8K | 0.00% | +428+61.1% | Added |
| Whittier Trust Co of Nevada Inc | 1,147 | $93.4K | 0.00% | +215+23.1% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 1,192 | $97.0K | 0.00% | −129,819−99.1% | Reduced |
| Clearstead Advisors, LLC | 1,200 | $97.7K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 1,204 | $98.0K | 0.00% | +1,089+947.0% | Added |
| Archer Investment Corp | 1,250 | $101.8K | 0.03% | +1,250 | New |
| Lindbrook Capital, LLC | 1,351 | $110.0K | 0.01% | +807+148.3% | Added |
| Horizon Investments, LLC | 1,370 | $111.5K | 0.00% | −21−1.5% | Reduced |
| Fifth Third Bancorp | 1,391 | $113.2K | 0.00% | +289+26.2% | Added |
| MRP Capital Investments, LLC | 1,400 | $114.0K | 0.11% | +1,400 | New |
| Cohen & Steers, Inc. | 1,400 | $114.0K | 0.00% | +1,400 | New |