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 |
|---|---|---|---|---|---|
| South Dakota Investment Council | 16,400 | $1.33M | 0.03% | +16,400 | New |
| Sirios Capital Management L P | 16,248 | $1.32M | 0.24% | +7,568+87.2% | Added |
| Dai-Ichi Life Insurance Company, Ltd | 16,128 | $1.31M | 0.04% | −10,600−39.7% | Reduced |
| Investment Management Corp of Ontario | 16,086 | $1.31M | 0.03% | +16,086 | New |
| Ieq Capital, LLC | 16,066 | $1.31M | 0.01% | +238+1.5% | Added |
| Hohimer Wealth Management, LLC | 16,052 | $1.31M | 0.25% | −5,231−24.6% | Reduced |
| Heron Bay Capital Management | 16,027 | $1.30M | 0.27% | −156−1.0% | Reduced |
| Brinker Capital Investments, LLC | 15,801 | $1.29M | 0.01% | +3,871+32.4% | Added |
| Orion Portfolio Solutions, LLC | 15,801 | $1.29M | 0.01% | +3,871+32.4% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 15,795 | $1.29M | 0.05% | −1,078−6.4% | Reduced |
| Walleye Capital LLC | 15,763 | $1.28M | 0.01% | −31,027−66.3% | Reduced |
| Ameritas Advisory Services, LLC | 15,452 | $1.26M | 0.05% | −5,591−26.6% | Reduced |
| Securian Asset Management, Inc | 15,344 | $1.25M | 0.04% | 00.0% | Unchanged |
| Virtu Financial LLC | 14,998 | $1.22M | 0.07% | −1,610−9.7% | Reduced |
| Boothbay Fund Management, LLC | 14,922 | $1.21M | 0.04% | +11,140+294.6% | Added |
| U.S. Capital Wealth Advisors, LLC | 14,913 | $1.21M | 0.04% | −44−0.3% | Reduced |
| Ethic Inc. | 14,485 | $1.20M | 0.02% | +10,691+281.8% | Added |
| Virtus ETF Advisers LLC | 14,629 | $1.19M | 0.77% | −1,911−11.6% | Reduced |
| Virtus Investment Advisers, Inc. | 14,542 | $1.18M | 0.32% | −1,383−8.7% | Reduced |
| Vestcor Inc | 14,398 | $1.17M | 0.04% | −180−1.2% | Reduced |
| Acorn Financial Advisory Services Inc | 14,104 | $1.15M | 0.21% | +69+0.5% | Added |
| Linden Thomas Advisory Services, LLC | 13,938 | $1.13M | 0.15% | +398+2.9% | Added |
| Moran Wealth Management, LLC | 13,842 | $1.13M | 0.04% | −974−6.6% | Reduced |
| Retireful, LLC | 13,510 | $1.12M | 1.09% | −2,714−16.7% | Reduced |
| Mach-1 Financial Group, Inc. | 13,760 | $1.12M | 0.34% | +13,760 | New |
| Clough Capital Partners L P | 13,688 | $1.11M | 0.14% | +13,688 | New |
| Kentucky Retirement Systems | 13,684 | $1.11M | 0.03% | +13,684 | New |
| United Services Automobile Association | 13,264 | $1.10M | 0.03% | 00.0% | Unchanged |
| Left Brain Wealth Management, LLC | 13,364 | $1.09M | 0.47% | −4,195−23.9% | Reduced |
| STRS Ohio | 13,290 | $1.08M | 0.00% | −278−2.0% | Reduced |
| Railway Pension Investments Ltd | 13,103 | $1.07M | 0.02% | +13,103 | New |
| Eagle Harbor Asset Management Inc | 13,097 | $1.07M | 1.08% | −571−4.2% | Reduced |
| Davenport & Co LLC | 12,841 | $1.05M | 0.01% | +15+0.1% | Added |
| Titleist Asset Management, LLC | 12,756 | $1.04M | 0.12% | −45−0.4% | Reduced |
| Carrera Capital Advisors | 12,531 | $1.02M | 0.23% | +366+3.0% | Added |
| Kestra Private Wealth Services, LLC | 12,502 | $1.02M | 0.02% | +8,847+242.1% | Added |
| IMA Wealth, Inc. | 12,472 | $1.02M | 0.12% | −1,459−10.5% | Reduced |
| Oddo BHF Asset Management SAS | 12,425 | $1.01M | 0.04% | +12,425 | New |
| Baird Financial Group, Inc. | 12,086 | $983.8K | 0.00% | −1,376−10.2% | Reduced |
| Oppenheimer & Co Inc | 12,083 | $983.6K | 0.01% | −465−3.7% | Reduced |
| Lifestyle Asset Management, Inc. | 12,037 | $979.8K | 0.54% | −135−1.1% | Reduced |
| Park Avenue Securities LLC | 11,986 | $976.0K | 0.01% | +1,428+13.5% | Added |
| Northwestern Mutual Wealth Management Co | 11,532 | $938.7K | 0.00% | −1,119−8.8% | Reduced |
| Crossmark Global Holdings, Inc. | 11,510 | $936.9K | 0.02% | +514+4.7% | Added |
| National Bank of Canada | 11,335 | $923.3K | 0.00% | −492−4.2% | Reduced |
| Gulf International Bank (UK) Ltd | 11,323 | $921.0K | 0.03% | −4,516−28.5% | Reduced |
| MAI Capital Management | 11,112 | $904.5K | 0.01% | +30.0% | Added |
| Colony Group, LLC | 11,001 | $895.5K | 0.00% | −62−0.6% | Reduced |
| Grimes & Company, Inc. | 10,975 | $893.4K | 0.03% | −243,644−95.7% | Reduced |
| Guggenheim Capital LLC | 10,814 | $880.3K | 0.01% | −1,012−8.6% | Reduced |
| Edgestream Partners, L.P. | 10,703 | $871.2K | 0.03% | −22,276−67.5% | Reduced |
| Green Alpha Advisors, LLC | 10,502 | $854.9K | 0.91% | −94−0.9% | Reduced |
| JT Stratford LLC | 10,400 | $846.6K | 0.15% | +10,400 | New |
| Cresset Asset Management, LLC | 10,322 | $840.2K | 0.00% | −1,198−10.4% | Reduced |
| NewEdge Wealth, LLC | 10,309 | $839.2K | 0.02% | −574−5.3% | Reduced |
| B. Metzler seel. Sohn & Co. AG | 10,241 | $833.6K | 0.01% | +1,564+18.0% | Added |
| Allstate Corp | 10,136 | $825.1K | 0.02% | +4,233+71.7% | Added |
| Aspiriant, LLC | 10,114 | $823.3K | 0.03% | +12+0.1% | Added |
| WCG Wealth Advisors LLC | 10,020 | $815.6K | 0.06% | +10,020 | New |
| M&T Bank Corp | 9,876 | $803.9K | 0.00% | −964−8.9% | Reduced |
| denkapparat Operations GmbH | 9,842 | $801.1K | 0.85% | 00.0% | Unchanged |
| Marex Group plc | 9,815 | $798.9K | 0.02% | +5,568+131.1% | Added |
| Wealth Management Associates, Inc. | 9,810 | $798.5K | 0.34% | +580+6.3% | Added |
| Patriot Financial Group Insurance Agency, LLC | 9,719 | $791.1K | 0.11% | +2,517+34.9% | Added |
| Greenwood Capital Associates LLC | 9,635 | $784.3K | 0.11% | +9,635 | New |
| Affinity Investment Advisors, LLC | 9,598 | $781.3K | 0.64% | +1,556+19.3% | Added |
| 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 |
| Maryland State Retirement & Pension System | 9,496 | $773.0K | 0.02% | −1,350−12.4% | Reduced |
| Steward Partners Investment Advisory, LLC | 9,406 | $765.6K | 0.01% | −104−1.1% | Reduced |
| CAPROCK Group, Inc. | 9,380 | $763.5K | 0.02% | +3,391+56.6% | Added |
| Atria Wealth Solutions, Inc. | 9,327 | $759.2K | 0.01% | +369+4.1% | Added |
| Principal Securities, Inc. | 8,406 | $756.0K | 0.02% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 9,217 | $750.3K | 0.03% | −585−6.0% | Reduced |
| GWM Advisors LLC | 9,202 | $749.0K | 0.00% | +2,457+36.4% | Added |
| CIBC World Markets Corp | 9,193 | $748.3K | 0.01% | +8+0.1% | Added |
| RMR Wealth Builders | 9,108 | $741.4K | 0.08% | 00.0% | Unchanged |
| Caxton Associates LLP | 9,066 | $738.0K | 0.03% | +9,066 | New |
| Bollard Group LLC | 9,053 | $737.0K | 0.02% | 00.0% | Unchanged |
| Oppenheimer Asset Management Inc. | 9,050 | $736.7K | 0.01% | +74+0.8% | Added |
| Millennium Management LLC | 8,988 | $731.6K | 0.00% | −89,250−90.9% | Reduced |
| ProShare Advisors LLC | 8,944 | $728.0K | 0.00% | −905−9.2% | Reduced |
| J.W. Cole Advisors, Inc. | 8,860 | $721.2K | 0.02% | +539+6.5% | Added |
| Hel Ved Capital Management Ltd | 8,850 | $720.4K | 0.36% | −16,430−65.0% | Reduced |
| CIBC Asset Management Inc | 8,771 | $714.0K | 0.00% | +458+5.5% | Added |
| Plato Investment Management Ltd | 8,581 | $706.1K | 0.06% | +311+3.8% | Added |
| Sanctuary Advisors, LLC | 8,673 | $706.0K | 0.00% | −759−8.0% | Reduced |
| Beck Capital Management, LLC | 8,656 | $704.6K | 0.21% | +107+1.3% | Added |
| Kornitzer Capital Management Inc | 8,635 | $702.9K | 0.01% | −665−7.2% | Reduced |
| Forum Financial Management, LP | 8,607 | $700.6K | 0.01% | +7+0.1% | Added |
| Churchill Management Corp | 8,592 | $699.4K | 0.01% | −819−8.7% | Reduced |
| Foundry Partners, LLC | 8,491 | $691.2K | 0.04% | +125+1.5% | Added |
| Bokf, NA | 8,472 | $689.6K | 0.01% | −2,463−22.5% | Reduced |
| Grantham, Mayo, Van Otterloo & Co. LLC | 8,458 | $688.5K | 0.00% | +8,458 | New |
| Shelton Capital Management | 8,433 | $686.4K | 0.02% | +845+11.1% | Added |
| Kestra Advisory Services, LLC | 8,413 | $684.8K | 0.00% | −7,897−48.4% | Reduced |
| Prairie Wealth Advisors, Inc. | 8,369 | $681.2K | 0.33% | −30−0.4% | Reduced |
| Eqis Capital Management, Inc. | 8,203 | $667.7K | 0.06% | +5,165+170.0% | Added |
| Perpetual Ltd | 8,154 | $663.7K | 0.01% | +4,856+147.2% | Added |
| Garde Capital, Inc. | 8,136 | $662.3K | 0.04% | 00.0% | Unchanged |