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 |
|---|---|---|---|---|---|
| Mirae Asset Global Investments Co., Ltd. | 1,379 | $114.7K | 0.00% | −1,130−45.0% | Reduced |
| CIBC Private Wealth Group, LLC | 1,651 | $116.1K | 0.00% | +430+35.2% | Added |
| CoreCap Advisors, LLC | 1,456 | $118.5K | 0.01% | −588−28.8% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 1,500 | $122.1K | 0.01% | 00.0% | Unchanged |
| Signaturefd, LLC | 1,564 | $127.3K | 0.00% | −122−7.2% | Reduced |
| Icon Wealth Advisors, LLC | 1,771 | $144.2K | 0.01% | +27+1.5% | Added |
| Global Trust Asset Management, LLC | 1,780 | $144.9K | 0.09% | −392−18.0% | Reduced |
| Geneos Wealth Management Inc. | 1,879 | $153.0K | 0.01% | +7+0.4% | Added |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 1,920 | $156.3K | 0.03% | +350+22.3% | Added |
| Umb Bank N A | 1,995 | $162.4K | 0.00% | +1,065+114.5% | Added |
| Smartleaf Asset Management LLC | 2,004 | $166.7K | 0.02% | −200−9.1% | Reduced |
| Leonteq Securities AG | 2,108 | $170.5K | 0.01% | −1,735−45.1% | Reduced |
| Rossby Financial, LCC | 2,084 | $172.6K | 0.07% | +2,084 | New |
| Reyes Financial Architecture, Inc. | 2,149 | $174.9K | 0.13% | +498+30.2% | Added |
| Siemens Fonds Invest GmbH | 2,336 | $190.2K | 0.01% | +2,336 | New |
| Mine & Arao Wealth Creation & Management, LLC. | 2,457 | $200.0K | 0.10% | 00.0% | Unchanged |
| Wealthedge Investment Advisors, LLC | 2,477 | $201.6K | 0.09% | +2,477 | New |
| IVC Wealth Advisors LLC | 2,497 | $203.3K | 0.11% | 00.0% | Unchanged |
| Perfromance Wealth Partners, LLC | 2,500 | $203.5K | 0.01% | +2,500 | New |
| Corient IA LLC | 2,500 | $203.5K | 0.14% | +2,500 | New |
| Good Life Advisors, LLC | 2,525 | $205.5K | 0.01% | +51+2.1% | Added |
| Founders Financial Alliance, LLC | 2,535 | $206.3K | 0.05% | +2,535 | New |
| PEAK6 LLC | 2,575 | $209.6K | 0.01% | +2,575 | New |
| D.A. Davidson & Co. | 2,591 | $210.9K | 0.00% | +2,591 | New |
| SPC Financial, Inc. | 2,625 | $213.7K | 0.02% | +50+1.9% | Added |
| Moors & Cabot, Inc. | 2,630 | $214.1K | 0.01% | 00.0% | Unchanged |
| Gries Financial LLC | 2,639 | $214.8K | 0.04% | −869−24.8% | Reduced |
| Kingsview Wealth Management, LLC | 2,655 | $216.1K | 0.00% | +141+5.6% | Added |
| Warren Averett Asset Management, LLC | 2,660 | $216.5K | 0.00% | +88+3.4% | Added |
| Financial Partners Group, Inc | 2,671 | $217.4K | 0.03% | −184−6.4% | Reduced |
| We Are One Seven, LLC | 2,680 | $218.2K | 0.01% | +2,680 | New |
| HighPoint Advisor Group LLC | 2,674 | $220.0K | 0.01% | +69+2.6% | Added |
| Two Sigma Securities, LLC | 2,724 | $221.7K | 0.03% | −7,708−73.9% | Reduced |
| Optimize Financial Inc | 2,726 | $221.9K | 0.08% | −609−18.3% | Reduced |
| IFP Advisors, Inc | 2,736 | $222.7K | 0.01% | −62−2.2% | Reduced |
| One Wealth Advisors, LLC | 2,758 | $224.5K | 0.03% | +2,758 | New |
| Bank Julius Baer & Co. Ltd, Zurich | 2,767 | $225.2K | 0.00% | +261+10.4% | Added |
| Covestor Ltd | 2,783 | $227.0K | 0.15% | −956−25.6% | Reduced |
| Qtron Investments LLC | 2,800 | $227.9K | 0.03% | +2,800 | New |
| Real Talk Capital, LLC | 2,809 | $228.7K | 0.31% | +252+9.9% | Added |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 2,769 | $230.3K | 0.04% | +2,769 | New |
| Exchange Traded Concepts, LLC | 2,847 | $231.7K | 0.00% | −1,258−30.6% | Reduced |
| Q3 Asset Management | 2,860 | $232.0K | 0.16% | +2,860 | New |
| United Capital Financial Advisers, LLC | 2,850 | $232.0K | 0.00% | −214−7.0% | Reduced |
| CAP Partners, LLC | 2,885 | $234.8K | 0.17% | +23+0.8% | Added |
| Axxcess Wealth Management, LLC | 2,887 | $235.0K | 0.01% | +2,887 | New |
| Sanders Morris Harris LLC | 2,850 | $235.7K | 0.04% | 00.0% | Unchanged |
| Prudential PLC | 2,922 | $237.9K | 0.00% | −4,162−58.8% | Reduced |
| Savvy Advisors, Inc. | 2,933 | $238.7K | 0.02% | +603+25.9% | Added |
| HB Wealth Management, LLC | 2,941 | $239.4K | 0.00% | +2,941 | New |
| Fieldview Capital Management, LLC | 2,950 | $240.1K | 0.03% | +2,950 | New |
| Jag Capital Management, LLC | 2,964 | $241.3K | 0.03% | +2,964 | New |
| Sunbelt Securities, Inc. | 2,979 | $242.5K | 0.02% | −268−8.3% | Reduced |
| Garden State Investment Advisory Services LLC | 2,986 | $243.1K | 0.08% | +700+30.6% | Added |
| Mitchell McLeod Pugh & Williams Inc | 2,991 | $243.5K | 0.05% | 00.0% | Unchanged |
| Sovereign Financial Group, Inc. | 2,992 | $243.5K | 0.06% | −227−7.1% | Reduced |
| Claro Advisors LLC | 2,996 | $243.9K | 0.03% | +34+1.1% | Added |
| Brevan Howard Capital Management LP | 3,007 | $244.8K | 0.01% | +3,007 | New |
| Chicago Partners Investment Group LLC | 2,981 | $245.2K | 0.01% | +2,981 | New |
| Coldstream Capital Management Inc | 3,015 | $245.4K | 0.01% | +3,015 | New |
| Total Wealth Planning & Management, Inc. | 3,024 | $246.2K | 0.25% | −448−12.9% | Reduced |
| Miracle Mile Advisors, LLC | 3,026 | $246.3K | 0.00% | +165+5.8% | Added |
| Resources Investment Advisors, LLC. | 3,060 | $249.1K | 0.00% | +414+15.6% | Added |
| Optas, LLC | 3,088 | $251.4K | 0.04% | +219+7.6% | Added |
| Cordatus Wealth Management LLC | 3,097 | $252.0K | 0.07% | +3,097 | New |
| Fred Alger Management, LLC | 3,143 | $255.8K | 0.00% | +3,143 | New |
| Valeo Financial Advisors, LLC | 3,144 | $255.9K | 0.01% | +314+11.1% | Added |
| Seeds Investor LLC | 3,172 | $258.2K | 0.07% | +3,172 | New |
| V-Square Quantitative Management LLC | 3,190 | $259.7K | 0.04% | +186+6.2% | Added |
| Twin Lakes Capital Management, LLC | 3,230 | $262.9K | 0.18% | 00.0% | Unchanged |
| Vista Wealth Management Group, LLC | 3,231 | $263.0K | 0.02% | +212+7.0% | Added |
| Pinnacle Associates Ltd | 3,248 | $264.4K | 0.00% | −10−0.3% | Reduced |
| Ballentine Partners, LLC | 3,262 | $265.5K | 0.00% | +174+5.6% | Added |
| PFG Investments, LLC | 3,266 | $265.9K | 0.02% | +47+1.5% | Added |
| Knollwood Investment Advisory, LLC | 3,301 | $268.7K | 0.03% | 00.0% | Unchanged |
| Advisor Resource Council | 3,420 | $271.5K | 0.02% | +3,420 | New |
| National Asset Management, Inc. | 3,350 | $272.7K | 0.01% | +605+22.0% | Added |
| RFG Advisory, LLC | 3,366 | $274.0K | 0.01% | +3,366 | New |
| Cambria Investment Management, L.P. | 3,373 | $274.6K | 0.02% | +3,373 | New |
| Dorsey & Whitney Trust CO LLC | 3,399 | $276.7K | 0.02% | +52+1.6% | Added |
| Venturi Wealth Management, LLC | 3,440 | $280.0K | 0.01% | +857+33.2% | Added |
| Mackenzie Financial Corp | 3,455 | $281.2K | 0.00% | +311+9.9% | Added |
| Stephens Inc | 3,475 | $282.9K | 0.00% | −140−3.9% | Reduced |
| Sym Financial Corp | 3,476 | $282.9K | 0.03% | +61+1.8% | Added |
| Burton Enright Welch | 3,501 | $285.0K | 0.06% | +10.0% | Added |
| Brown Advisory Inc | 3,507 | $285.5K | 0.00% | +3,507 | New |
| GAMMA Investing LLC | 3,519 | $286.4K | 0.02% | +2,716+338.2% | Added |
| Moody Lynn & Lieberson, LLC | 3,522 | $286.7K | 0.02% | +3,522 | New |
| TFB Advisors LLC | 3,551 | $289.1K | 0.08% | +82+2.4% | Added |
| Metis Global Partners, LLC | 3,564 | $290.1K | 0.01% | +781+28.1% | Added |
| Insigneo Advisory Services, LLC | 3,602 | $293.2K | 0.03% | −52−1.4% | Reduced |
| Kera Capital Partners, Inc. | 3,607 | $293.6K | 0.09% | +416+13.0% | Added |
| Wealthfront Advisers LLC | 3,686 | $300.0K | 0.00% | −86−2.3% | Reduced |
| Aspen Investment Management Inc | 3,698 | $301.0K | 0.14% | −9,677−72.4% | Reduced |
| Asahi Life Asset Management Co., Ltd. | 3,700 | $301.2K | 0.19% | −1,120−23.2% | Reduced |
| Ridgewood Investments LLC | 3,723 | $303.1K | 0.14% | −1,150−23.6% | Reduced |
| Ostrum Asset Management | 3,845 | $313.0K | 0.02% | −14,082−78.6% | Reduced |
| Claret Asset Management Corp | 3,868 | $315.0K | 0.05% | +3+0.1% | Added |
| United Advisor Group, LLC | 3,883 | $316.1K | 0.06% | +403+11.6% | Added |
| UniSuper Management Pty Ltd | 3,900 | $317.5K | 0.00% | 00.0% | Unchanged |