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 |
|---|---|---|---|---|---|
| CFO4Life Group, LLC | 7,513 | $611.6K | 0.10% | −1,135−13.1% | Reduced |
| Vontobel Holding Ltd. | 7,550 | $614.6K | 0.00% | −6,578−46.6% | Reduced |
| Brighton Jones LLC | 7,579 | $616.9K | 0.02% | −780−9.3% | Reduced |
| Concurrent Investment Advisors, LLC | 7,596 | $618.3K | 0.02% | +7,596 | New |
| Integrated Wealth Concepts LLC | 7,613 | $619.8K | 0.01% | −192−2.5% | Reduced |
| Aster Capital Management (DIFC) Ltd | 7,458 | $620.3K | 0.11% | +2,817+60.7% | Added |
| iA Global Asset Management Inc. | 7,712 | $628.0K | 0.01% | +157+2.1% | Added |
| Rodgers Brothers Inc. | 7,840 | $638.2K | 0.08% | 00.0% | Unchanged |
| Atria Investments LLC | 8,006 | $651.7K | 0.01% | −830−9.4% | Reduced |
| Nomura Holdings Inc | 8,106 | $659.8K | 0.00% | −18,826−69.9% | Reduced |
| Garde Capital, Inc. | 8,136 | $662.3K | 0.04% | 00.0% | Unchanged |
| Perpetual Ltd | 8,154 | $663.7K | 0.01% | +4,856+147.2% | Added |
| Eqis Capital Management, Inc. | 8,203 | $667.7K | 0.06% | +5,165+170.0% | Added |
| Prairie Wealth Advisors, Inc. | 8,369 | $681.2K | 0.33% | −30−0.4% | Reduced |
| Kestra Advisory Services, LLC | 8,413 | $684.8K | 0.00% | −7,897−48.4% | Reduced |
| Shelton Capital Management | 8,433 | $686.4K | 0.02% | +845+11.1% | Added |
| Grantham, Mayo, Van Otterloo & Co. LLC | 8,458 | $688.5K | 0.00% | +8,458 | New |
| Bokf, NA | 8,472 | $689.6K | 0.01% | −2,463−22.5% | Reduced |
| Foundry Partners, LLC | 8,491 | $691.2K | 0.04% | +125+1.5% | Added |
| Churchill Management Corp | 8,592 | $699.4K | 0.01% | −819−8.7% | Reduced |
| Forum Financial Management, LP | 8,607 | $700.6K | 0.01% | +7+0.1% | Added |
| Kornitzer Capital Management Inc | 8,635 | $702.9K | 0.01% | −665−7.2% | Reduced |
| Beck Capital Management, LLC | 8,656 | $704.6K | 0.21% | +107+1.3% | Added |
| Sanctuary Advisors, LLC | 8,673 | $706.0K | 0.00% | −759−8.0% | Reduced |
| Plato Investment Management Ltd | 8,581 | $706.1K | 0.06% | +311+3.8% | Added |
| CIBC Asset Management Inc | 8,771 | $714.0K | 0.00% | +458+5.5% | Added |
| Hel Ved Capital Management Ltd | 8,850 | $720.4K | 0.36% | −16,430−65.0% | Reduced |
| J.W. Cole Advisors, Inc. | 8,860 | $721.2K | 0.02% | +539+6.5% | Added |
| ProShare Advisors LLC | 8,944 | $728.0K | 0.00% | −905−9.2% | Reduced |
| Millennium Management LLC | 8,988 | $731.6K | 0.00% | −89,250−90.9% | Reduced |
| Oppenheimer Asset Management Inc. | 9,050 | $736.7K | 0.01% | +74+0.8% | Added |
| Bollard Group LLC | 9,053 | $737.0K | 0.02% | 00.0% | Unchanged |
| Caxton Associates LLP | 9,066 | $738.0K | 0.03% | +9,066 | New |
| RMR Wealth Builders | 9,108 | $741.4K | 0.08% | 00.0% | Unchanged |
| CIBC World Markets Corp | 9,193 | $748.3K | 0.01% | +8+0.1% | Added |
| GWM Advisors LLC | 9,202 | $749.0K | 0.00% | +2,457+36.4% | Added |
| SBI Securities Co., Ltd. | 9,217 | $750.3K | 0.03% | −585−6.0% | Reduced |
| Principal Securities, Inc. | 8,406 | $756.0K | 0.02% | 00.0% | Unchanged |
| Atria Wealth Solutions, Inc. | 9,327 | $759.2K | 0.01% | +369+4.1% | Added |
| CAPROCK Group, Inc. | 9,380 | $763.5K | 0.02% | +3,391+56.6% | Added |
| Steward Partners Investment Advisory, LLC | 9,406 | $765.6K | 0.01% | −104−1.1% | Reduced |
| Maryland State Retirement & Pension System | 9,496 | $773.0K | 0.02% | −1,350−12.4% | Reduced |
| E. Ohman J:or Asset Management AB | 9,500 | $773.3K | 0.02% | 00.0% | Unchanged |
| Board of the Pension Protection Fund | 9,500 | $773.3K | 0.88% | +9,500 | New |
| Affinity Investment Advisors, LLC | 9,598 | $781.3K | 0.64% | +1,556+19.3% | Added |
| Greenwood Capital Associates LLC | 9,635 | $784.3K | 0.11% | +9,635 | New |
| Patriot Financial Group Insurance Agency, LLC | 9,719 | $791.1K | 0.11% | +2,517+34.9% | Added |
| Wealth Management Associates, Inc. | 9,810 | $798.5K | 0.34% | +580+6.3% | Added |
| Marex Group plc | 9,815 | $798.9K | 0.02% | +5,568+131.1% | Added |
| denkapparat Operations GmbH | 9,842 | $801.1K | 0.85% | 00.0% | Unchanged |
| M&T Bank Corp | 9,876 | $803.9K | 0.00% | −964−8.9% | Reduced |
| WCG Wealth Advisors LLC | 10,020 | $815.6K | 0.06% | +10,020 | New |
| Aspiriant, LLC | 10,114 | $823.3K | 0.03% | +12+0.1% | Added |
| Allstate Corp | 10,136 | $825.1K | 0.02% | +4,233+71.7% | Added |
| B. Metzler seel. Sohn & Co. AG | 10,241 | $833.6K | 0.01% | +1,564+18.0% | Added |
| NewEdge Wealth, LLC | 10,309 | $839.2K | 0.02% | −574−5.3% | Reduced |
| Cresset Asset Management, LLC | 10,322 | $840.2K | 0.00% | −1,198−10.4% | Reduced |
| JT Stratford LLC | 10,400 | $846.6K | 0.15% | +10,400 | New |
| Green Alpha Advisors, LLC | 10,502 | $854.9K | 0.91% | −94−0.9% | Reduced |
| Edgestream Partners, L.P. | 10,703 | $871.2K | 0.03% | −22,276−67.5% | Reduced |
| Guggenheim Capital LLC | 10,814 | $880.3K | 0.01% | −1,012−8.6% | Reduced |
| Grimes & Company, Inc. | 10,975 | $893.4K | 0.03% | −243,644−95.7% | Reduced |
| Colony Group, LLC | 11,001 | $895.5K | 0.00% | −62−0.6% | Reduced |
| MAI Capital Management | 11,112 | $904.5K | 0.01% | +30.0% | Added |
| Gulf International Bank (UK) Ltd | 11,323 | $921.0K | 0.03% | −4,516−28.5% | Reduced |
| National Bank of Canada | 11,335 | $923.3K | 0.00% | −492−4.2% | Reduced |
| Crossmark Global Holdings, Inc. | 11,510 | $936.9K | 0.02% | +514+4.7% | Added |
| Northwestern Mutual Wealth Management Co | 11,532 | $938.7K | 0.00% | −1,119−8.8% | Reduced |
| Park Avenue Securities LLC | 11,986 | $976.0K | 0.01% | +1,428+13.5% | Added |
| Lifestyle Asset Management, Inc. | 12,037 | $979.8K | 0.54% | −135−1.1% | Reduced |
| Oppenheimer & Co Inc | 12,083 | $983.6K | 0.01% | −465−3.7% | Reduced |
| Baird Financial Group, Inc. | 12,086 | $983.8K | 0.00% | −1,376−10.2% | Reduced |
| Oddo BHF Asset Management SAS | 12,425 | $1.01M | 0.04% | +12,425 | New |
| IMA Wealth, Inc. | 12,472 | $1.02M | 0.12% | −1,459−10.5% | Reduced |
| Kestra Private Wealth Services, LLC | 12,502 | $1.02M | 0.02% | +8,847+242.1% | Added |
| Carrera Capital Advisors | 12,531 | $1.02M | 0.23% | +366+3.0% | Added |
| Titleist Asset Management, LLC | 12,756 | $1.04M | 0.12% | −45−0.4% | Reduced |
| Davenport & Co LLC | 12,841 | $1.05M | 0.01% | +15+0.1% | Added |
| Eagle Harbor Asset Management Inc | 13,097 | $1.07M | 1.08% | −571−4.2% | Reduced |
| Railway Pension Investments Ltd | 13,103 | $1.07M | 0.02% | +13,103 | New |
| STRS Ohio | 13,290 | $1.08M | 0.00% | −278−2.0% | Reduced |
| Left Brain Wealth Management, LLC | 13,364 | $1.09M | 0.47% | −4,195−23.9% | Reduced |
| United Services Automobile Association | 13,264 | $1.10M | 0.03% | 00.0% | Unchanged |
| Kentucky Retirement Systems | 13,684 | $1.11M | 0.03% | +13,684 | New |
| Clough Capital Partners L P | 13,688 | $1.11M | 0.14% | +13,688 | New |
| Mach-1 Financial Group, Inc. | 13,760 | $1.12M | 0.34% | +13,760 | New |
| Retireful, LLC | 13,510 | $1.12M | 1.09% | −2,714−16.7% | Reduced |
| Moran Wealth Management, LLC | 13,842 | $1.13M | 0.04% | −974−6.6% | Reduced |
| Linden Thomas Advisory Services, LLC | 13,938 | $1.13M | 0.15% | +398+2.9% | Added |
| Acorn Financial Advisory Services Inc | 14,104 | $1.15M | 0.21% | +69+0.5% | Added |
| Vestcor Inc | 14,398 | $1.17M | 0.04% | −180−1.2% | Reduced |
| Virtus Investment Advisers, Inc. | 14,542 | $1.18M | 0.32% | −1,383−8.7% | Reduced |
| Virtus ETF Advisers LLC | 14,629 | $1.19M | 0.77% | −1,911−11.6% | Reduced |
| Ethic Inc. | 14,485 | $1.20M | 0.02% | +10,691+281.8% | Added |
| U.S. Capital Wealth Advisors, LLC | 14,913 | $1.21M | 0.04% | −44−0.3% | Reduced |
| Boothbay Fund Management, LLC | 14,922 | $1.21M | 0.04% | +11,140+294.6% | Added |
| Virtu Financial LLC | 14,998 | $1.22M | 0.07% | −1,610−9.7% | Reduced |
| Securian Asset Management, Inc | 15,344 | $1.25M | 0.04% | 00.0% | Unchanged |
| Ameritas Advisory Services, LLC | 15,452 | $1.26M | 0.05% | −5,591−26.6% | Reduced |
| Walleye Capital LLC | 15,763 | $1.28M | 0.01% | −31,027−66.3% | Reduced |