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 8 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 |
|---|---|---|---|---|---|
| Ritholtz Wealth Management | 3,926 | $319.6K | 0.01% | +1,449+58.5% | Added |
| Harvest Fund Management Co., Ltd | 3,957 | $322.0K | 0.02% | −16,118−80.3% | Reduced |
| Ground Swell Capital, LLC | 3,972 | $323.3K | 0.74% | +3,972 | New |
| Truvestments Capital LLC | 4,057 | $330.2K | 0.07% | +2,962+270.5% | Added |
| Envestnet Portfolio Solutions, Inc. | 4,132 | $336.3K | 0.00% | +798+23.9% | Added |
| Ariadne Wealth Management, LP | 4,110 | $342.3K | 0.18% | −11−0.3% | Reduced |
| Camden Capital, LLC | 4,268 | $347.4K | 0.04% | +232+5.7% | Added |
| Alps Advisors Inc | 4,310 | $350.8K | 0.00% | +4,310 | New |
| J2 Capital Management Inc | 4,335 | $352.9K | 0.32% | +4,335 | New |
| Csenge Advisory Group | 4,696 | $354.2K | 0.02% | −209−4.3% | Reduced |
| Sigma Planning Corp | 4,390 | $357.3K | 0.01% | −2,588−37.1% | Reduced |
| Ossiam | 4,449 | $362.1K | 0.01% | −1,157−20.6% | Reduced |
| Griffin Asset Management, Inc. | 4,450 | $362.2K | 0.04% | 00.0% | Unchanged |
| Philip James Wealth Mangement, LLC | 4,470 | $363.9K | 0.04% | −575−11.4% | Reduced |
| Pensionmark Financial Group, LLC | 4,481 | $364.8K | 0.01% | +1,852+70.4% | Added |
| 111 Capital | 4,499 | $366.2K | 0.07% | −14,631−76.5% | Reduced |
| Chilton Investment Co LLC | 4,540 | $369.6K | 0.01% | +4,540 | New |
| Kovitz Investment Group Partners, LLC | 4,547 | $370.2K | 0.00% | −1,058−18.9% | Reduced |
| Pingora Partners LLC | 4,600 | $374.4K | 0.28% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 4,606 | $374.9K | 0.06% | +2,571+126.3% | Added |
| US Bancorp | 4,648 | $378.3K | 0.00% | +706+17.9% | Added |
| Formidable Asset Management, LLC | 4,736 | $385.5K | 0.06% | −340−6.7% | Reduced |
| Parallel Advisors, LLC | 4,764 | $387.8K | 0.01% | +1,991+71.8% | Added |
| Synergy Financial Group, LTD | 4,836 | $393.6K | 0.35% | +595+14.0% | Added |
| Farther Finance Advisors, LLC | 4,827 | $399.1K | 0.01% | +3,312+218.6% | Added |
| DGS Capital Management, LLC | 4,912 | $399.8K | 0.11% | +720+17.2% | Added |
| Impact Partnership Wealth, LLC | 4,938 | $401.9K | 0.09% | +342+7.4% | Added |
| International Assets Investment Management, LLC | 4,964 | $404.1K | 0.04% | +447+9.9% | Added |
| Flagship Harbor Advisors, LLC | 4,964 | $404.1K | 0.02% | +370+8.1% | Added |
| Jackson Creek Investment Advisors LLC | 4,971 | $405.0K | 0.13% | −3,549−41.7% | Reduced |
| Prospera Financial Services Inc | 4,995 | $406.6K | 0.01% | +4,995 | New |
| DMG Group, LLC | 4,997 | $406.8K | 0.33% | +327+7.0% | Added |
| Prakash Investment Advisors LLC | 5,000 | $407.0K | 0.45% | −4,000−44.4% | Reduced |
| Obermeyer Wood Investment Counsel, LLLP | 5,000 | $407.0K | 0.02% | 00.0% | Unchanged |
| Legacy Financial Advisors, Inc. | 5,067 | $412.5K | 0.07% | −20−0.4% | Reduced |
| Journey Strategic Wealth LLC | 5,105 | $415.6K | 0.01% | +302+6.3% | Added |
| Wahed Invest LLC | 5,127 | $417.3K | 0.07% | −18−0.3% | Reduced |
| Bristlecone Advisors, LLC | 5,132 | $417.7K | 0.03% | −481−8.6% | Reduced |
| TownSquare Capital, LLC | 5,133 | $417.8K | 0.00% | +453+9.7% | Added |
| Cassaday & Co Wealth Management LLC | 5,133 | $418.1K | 0.01% | −50−1.0% | Reduced |
| Prime Capital Investment Advisors, LLC | 5,149 | $419.1K | 0.00% | +5,149 | New |
| Leuthold Group, LLC | 5,188 | $422.3K | 0.05% | −181−3.4% | Reduced |
| Centaurus Financial, Inc. | 5,262 | $428.0K | 0.03% | −70−1.3% | Reduced |
| Independent Advisor Alliance | 5,270 | $429.0K | 0.01% | +228+4.5% | Added |
| Kingswood Wealth Advisors, LLC | 5,315 | $432.7K | 0.04% | −62−1.2% | Reduced |
| Gallacher Capital Management LLC | 5,337 | $434.4K | 0.21% | +5,337 | New |
| Audent Global Asset Management, LLC | 5,358 | $436.1K | 0.36% | −22,067−80.5% | Reduced |
| Aaron Wealth Advisors | 5,383 | $438.2K | 0.05% | +443+9.0% | Added |
| GeoWealth Management, LLC | 5,414 | $440.7K | 0.02% | −9,235−63.0% | Reduced |
| Palogic Value Management, L.P. | 5,438 | $442.7K | 0.19% | +117+2.2% | Added |
| Oak Thistle LLC | 5,521 | $449.4K | 0.09% | −5,085−47.9% | Reduced |
| Patten & Patten Inc | 5,549 | $451.7K | 0.03% | −560−9.2% | Reduced |
| Rehmann Capital Advisory Group | 5,560 | $452.6K | 0.03% | −2,971−34.8% | Reduced |
| Americana Partners, LLC | 5,612 | $456.8K | 0.02% | −720−11.4% | Reduced |
| Rakuten Investment Management, Inc. | 5,574 | $463.6K | 0.00% | +5,574 | New |
| Meiji Yasuda Life Insurance Co | 5,754 | $468.4K | 0.01% | −9,422−62.1% | Reduced |
| Burns Matteson Capital Management, LLC | 5,762 | $469.0K | 0.25% | +18+0.3% | Added |
| Motley Fool Asset Management LLC | 5,775 | $470.1K | 0.03% | +895+18.3% | Added |
| Fifth Third Wealth Advisors LLC | 5,796 | $471.8K | 0.02% | +21+0.4% | Added |
| Everence Capital Management Inc | 5,800 | $472.0K | 0.03% | −2,210−27.6% | Reduced |
| Quadrant Capital Group LLC | 5,814 | $473.3K | 0.02% | +5,034+645.4% | Added |
| Intellectus Partners, LLC | 5,827 | $474.3K | 0.12% | −750−11.4% | Reduced |
| Kentucky Retirement Systems Insurance Trust Fund | 5,828 | $474.4K | 0.03% | +5,828 | New |
| Western Wealth Management, LLC | 5,887 | $479.2K | 0.03% | −111−1.9% | Reduced |
| Citizens Financial Group Inc | 5,915 | $481.5K | 0.01% | −75−1.3% | Reduced |
| Essex LLC | 5,938 | $483.4K | 0.10% | −130−2.1% | Reduced |
| Pallas Capital Advisors LLC | 5,957 | $484.9K | 0.02% | −20−0.3% | Reduced |
| Navellier & Associates Inc | 5,897 | $486.1K | 0.07% | +5,897 | New |
| Bennett Selby Investments LP | 5,993 | $487.8K | 0.19% | −78−1.3% | Reduced |
| Snowden Capital Advisors LLC | 6,006 | $488.9K | 0.02% | −67−1.1% | Reduced |
| Truist Financial Corp | 6,376 | $519.0K | 0.00% | −942−12.9% | Reduced |
| ASR Vermogensbeheer N.V. | 6,423 | $522.9K | 0.01% | +6,423 | New |
| Baader Bank INC | 6,545 | $523.5K | 0.05% | +534+8.9% | Added |
| SG Americas Securities, LLC | 6,451 | $525.0K | 0.00% | −81,099−92.6% | Reduced |
| Banque Cantonale Vaudoise | 6,465 | $526.0K | 0.02% | +6,465 | New |
| SeaCrest Wealth Management, LLC | 6,474 | $527.0K | 0.06% | −950−12.8% | Reduced |
| APG Asset Management US Inc. | 6,389 | $528.3K | 0.00% | 00.0% | Unchanged |
| United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund | 6,500 | $529.1K | 0.02% | +300+4.8% | Added |
| Essex Financial Services, Inc. | 6,559 | $533.9K | 0.04% | −217−3.2% | Reduced |
| Wealthspire Advisors, LLC | 6,579 | $535.5K | 0.00% | +122+1.9% | Added |
| Comprehensive Financial Management LLC | 6,593 | $536.7K | 0.02% | 00.0% | Unchanged |
| Hancock Whitney Corp | 6,689 | $544.5K | 0.02% | +6,689 | New |
| APG Asset Management N.V. | 7,227 | $544.6K | 0.00% | −3,020−29.5% | Reduced |
| State of Wyoming | 6,814 | $554.7K | 0.07% | +2,249+49.3% | Added |
| Financial Advocates Investment Management | 6,831 | $556.0K | 0.04% | −1,137−14.3% | Reduced |
| Tower Research Capital LLC (TRC) | 6,865 | $556.1K | 0.02% | −4,369−38.9% | Reduced |
| The PNC Financial Services Group, Inc. | 6,888 | $560.7K | 0.00% | +356+5.5% | Added |
| Sheaff Brock Investment Advisors, LLC | 6,952 | $565.9K | 0.05% | +6,952 | New |
| RSM US Wealth Management LLC | 7,041 | $573.1K | 0.01% | +1,068+17.9% | Added |
| Atomi Financial Group, Inc. | 7,153 | $582.3K | 0.03% | +1,292+22.0% | Added |
| Fluent Financial, LLC | 7,169 | $583.6K | 0.25% | −542−7.0% | Reduced |
| Independent Financial Group, LLC | 7,219 | $587.6K | 0.02% | +371+5.4% | Added |
| LMR Partners LLP | 7,245 | $589.7K | 0.01% | +7,245 | New |
| Fairvoy Private Wealth, LLC | 7,322 | $596.0K | 0.16% | −29,875−80.3% | Reduced |
| Hilltop Holdings Inc. | 7,351 | $598.4K | 0.04% | −840−10.3% | Reduced |
| Prosperity Wealth Management, Inc. | 7,435 | $605.2K | 0.28% | −150−2.0% | Reduced |
| Inceptionr LLC | 7,450 | $606.4K | 0.18% | +7,450 | New |
| Zacks Investment Management | 7,467 | $607.8K | 0.01% | −24,762−76.8% | Reduced |
| Gilbert & Cook, Inc. | 7,479 | $608.8K | 0.09% | +13+0.2% | Added |
| Tokio Marine Asset Management Co Ltd | 7,508 | $611.2K | 0.02% | +241+3.3% | Added |