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 |
|---|---|---|---|---|---|
| Nomura Holdings Inc | 8,106 | $659.8K | 0.00% | −18,826−69.9% | Reduced |
| Atria Investments LLC | 8,006 | $651.7K | 0.01% | −830−9.4% | Reduced |
| Rodgers Brothers Inc. | 7,840 | $638.2K | 0.08% | 00.0% | Unchanged |
| iA Global Asset Management Inc. | 7,712 | $628.0K | 0.01% | +157+2.1% | Added |
| Aster Capital Management (DIFC) Ltd | 7,458 | $620.3K | 0.11% | +2,817+60.7% | Added |
| Integrated Wealth Concepts LLC | 7,613 | $619.8K | 0.01% | −192−2.5% | Reduced |
| Concurrent Investment Advisors, LLC | 7,596 | $618.3K | 0.02% | +7,596 | New |
| Brighton Jones LLC | 7,579 | $616.9K | 0.02% | −780−9.3% | Reduced |
| Vontobel Holding Ltd. | 7,550 | $614.6K | 0.00% | −6,578−46.6% | Reduced |
| CFO4Life Group, LLC | 7,513 | $611.6K | 0.10% | −1,135−13.1% | Reduced |
| Tokio Marine Asset Management Co Ltd | 7,508 | $611.2K | 0.02% | +241+3.3% | Added |
| Gilbert & Cook, Inc. | 7,479 | $608.8K | 0.09% | +13+0.2% | Added |
| Zacks Investment Management | 7,467 | $607.8K | 0.01% | −24,762−76.8% | Reduced |
| Inceptionr LLC | 7,450 | $606.4K | 0.18% | +7,450 | New |
| Prosperity Wealth Management, Inc. | 7,435 | $605.2K | 0.28% | −150−2.0% | Reduced |
| Hilltop Holdings Inc. | 7,351 | $598.4K | 0.04% | −840−10.3% | Reduced |
| Fairvoy Private Wealth, LLC | 7,322 | $596.0K | 0.16% | −29,875−80.3% | Reduced |
| LMR Partners LLP | 7,245 | $589.7K | 0.01% | +7,245 | New |
| Independent Financial Group, LLC | 7,219 | $587.6K | 0.02% | +371+5.4% | Added |
| Fluent Financial, LLC | 7,169 | $583.6K | 0.25% | −542−7.0% | Reduced |
| Atomi Financial Group, Inc. | 7,153 | $582.3K | 0.03% | +1,292+22.0% | Added |
| RSM US Wealth Management LLC | 7,041 | $573.1K | 0.01% | +1,068+17.9% | Added |
| Sheaff Brock Investment Advisors, LLC | 6,952 | $565.9K | 0.05% | +6,952 | New |
| The PNC Financial Services Group, Inc. | 6,888 | $560.7K | 0.00% | +356+5.5% | Added |
| Tower Research Capital LLC (TRC) | 6,865 | $556.1K | 0.02% | −4,369−38.9% | Reduced |
| Financial Advocates Investment Management | 6,831 | $556.0K | 0.04% | −1,137−14.3% | Reduced |
| State of Wyoming | 6,814 | $554.7K | 0.07% | +2,249+49.3% | Added |
| APG Asset Management N.V. | 7,227 | $544.6K | 0.00% | −3,020−29.5% | Reduced |
| Hancock Whitney Corp | 6,689 | $544.5K | 0.02% | +6,689 | New |
| Comprehensive Financial Management LLC | 6,593 | $536.7K | 0.02% | 00.0% | Unchanged |
| Wealthspire Advisors, LLC | 6,579 | $535.5K | 0.00% | +122+1.9% | Added |
| Essex Financial Services, Inc. | 6,559 | $533.9K | 0.04% | −217−3.2% | Reduced |
| 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 |
| APG Asset Management US Inc. | 6,389 | $528.3K | 0.00% | 00.0% | Unchanged |
| SeaCrest Wealth Management, LLC | 6,474 | $527.0K | 0.06% | −950−12.8% | Reduced |
| Banque Cantonale Vaudoise | 6,465 | $526.0K | 0.02% | +6,465 | New |
| SG Americas Securities, LLC | 6,451 | $525.0K | 0.00% | −81,099−92.6% | Reduced |
| Baader Bank INC | 6,545 | $523.5K | 0.05% | +534+8.9% | Added |
| ASR Vermogensbeheer N.V. | 6,423 | $522.9K | 0.01% | +6,423 | New |
| Truist Financial Corp | 6,376 | $519.0K | 0.00% | −942−12.9% | Reduced |
| Snowden Capital Advisors LLC | 6,006 | $488.9K | 0.02% | −67−1.1% | Reduced |
| Bennett Selby Investments LP | 5,993 | $487.8K | 0.19% | −78−1.3% | Reduced |
| Navellier & Associates Inc | 5,897 | $486.1K | 0.07% | +5,897 | New |
| Pallas Capital Advisors LLC | 5,957 | $484.9K | 0.02% | −20−0.3% | Reduced |
| Essex LLC | 5,938 | $483.4K | 0.10% | −130−2.1% | Reduced |
| Citizens Financial Group Inc | 5,915 | $481.5K | 0.01% | −75−1.3% | Reduced |
| Western Wealth Management, LLC | 5,887 | $479.2K | 0.03% | −111−1.9% | Reduced |
| Kentucky Retirement Systems Insurance Trust Fund | 5,828 | $474.4K | 0.03% | +5,828 | New |
| Intellectus Partners, LLC | 5,827 | $474.3K | 0.12% | −750−11.4% | Reduced |
| Quadrant Capital Group LLC | 5,814 | $473.3K | 0.02% | +5,034+645.4% | Added |
| Everence Capital Management Inc | 5,800 | $472.0K | 0.03% | −2,210−27.6% | Reduced |
| Fifth Third Wealth Advisors LLC | 5,796 | $471.8K | 0.02% | +21+0.4% | Added |
| Motley Fool Asset Management LLC | 5,775 | $470.1K | 0.03% | +895+18.3% | Added |
| Burns Matteson Capital Management, LLC | 5,762 | $469.0K | 0.25% | +18+0.3% | Added |
| Meiji Yasuda Life Insurance Co | 5,754 | $468.4K | 0.01% | −9,422−62.1% | Reduced |
| Rakuten Investment Management, Inc. | 5,574 | $463.6K | 0.00% | +5,574 | New |
| Americana Partners, LLC | 5,612 | $456.8K | 0.02% | −720−11.4% | Reduced |
| Rehmann Capital Advisory Group | 5,560 | $452.6K | 0.03% | −2,971−34.8% | Reduced |
| Patten & Patten Inc | 5,549 | $451.7K | 0.03% | −560−9.2% | Reduced |
| Oak Thistle LLC | 5,521 | $449.4K | 0.09% | −5,085−47.9% | Reduced |
| Palogic Value Management, L.P. | 5,438 | $442.7K | 0.19% | +117+2.2% | Added |
| GeoWealth Management, LLC | 5,414 | $440.7K | 0.02% | −9,235−63.0% | Reduced |
| Aaron Wealth Advisors | 5,383 | $438.2K | 0.05% | +443+9.0% | Added |
| Audent Global Asset Management, LLC | 5,358 | $436.1K | 0.36% | −22,067−80.5% | Reduced |
| Gallacher Capital Management LLC | 5,337 | $434.4K | 0.21% | +5,337 | New |
| Kingswood Wealth Advisors, LLC | 5,315 | $432.7K | 0.04% | −62−1.2% | Reduced |
| Independent Advisor Alliance | 5,270 | $429.0K | 0.01% | +228+4.5% | Added |
| Centaurus Financial, Inc. | 5,262 | $428.0K | 0.03% | −70−1.3% | Reduced |
| Leuthold Group, LLC | 5,188 | $422.3K | 0.05% | −181−3.4% | Reduced |
| Prime Capital Investment Advisors, LLC | 5,149 | $419.1K | 0.00% | +5,149 | New |
| Cassaday & Co Wealth Management LLC | 5,133 | $418.1K | 0.01% | −50−1.0% | Reduced |
| TownSquare Capital, LLC | 5,133 | $417.8K | 0.00% | +453+9.7% | Added |
| Bristlecone Advisors, LLC | 5,132 | $417.7K | 0.03% | −481−8.6% | Reduced |
| Wahed Invest LLC | 5,127 | $417.3K | 0.07% | −18−0.3% | Reduced |
| Journey Strategic Wealth LLC | 5,105 | $415.6K | 0.01% | +302+6.3% | Added |
| Legacy Financial Advisors, Inc. | 5,067 | $412.5K | 0.07% | −20−0.4% | Reduced |
| 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 |
| DMG Group, LLC | 4,997 | $406.8K | 0.33% | +327+7.0% | Added |
| Prospera Financial Services Inc | 4,995 | $406.6K | 0.01% | +4,995 | New |
| Jackson Creek Investment Advisors LLC | 4,971 | $405.0K | 0.13% | −3,549−41.7% | Reduced |
| Flagship Harbor Advisors, LLC | 4,964 | $404.1K | 0.02% | +370+8.1% | Added |
| International Assets Investment Management, LLC | 4,964 | $404.1K | 0.04% | +447+9.9% | Added |
| Impact Partnership Wealth, LLC | 4,938 | $401.9K | 0.09% | +342+7.4% | Added |
| DGS Capital Management, LLC | 4,912 | $399.8K | 0.11% | +720+17.2% | Added |
| Farther Finance Advisors, LLC | 4,827 | $399.1K | 0.01% | +3,312+218.6% | Added |
| Synergy Financial Group, LTD | 4,836 | $393.6K | 0.35% | +595+14.0% | Added |
| Parallel Advisors, LLC | 4,764 | $387.8K | 0.01% | +1,991+71.8% | Added |
| Formidable Asset Management, LLC | 4,736 | $385.5K | 0.06% | −340−6.7% | Reduced |
| US Bancorp | 4,648 | $378.3K | 0.00% | +706+17.9% | Added |
| Versant Capital Management, Inc | 4,606 | $374.9K | 0.06% | +2,571+126.3% | Added |
| Pingora Partners LLC | 4,600 | $374.4K | 0.28% | 00.0% | Unchanged |
| Kovitz Investment Group Partners, LLC | 4,547 | $370.2K | 0.00% | −1,058−18.9% | Reduced |
| Chilton Investment Co LLC | 4,540 | $369.6K | 0.01% | +4,540 | New |
| 111 Capital | 4,499 | $366.2K | 0.07% | −14,631−76.5% | Reduced |
| Pensionmark Financial Group, LLC | 4,481 | $364.8K | 0.01% | +1,852+70.4% | Added |
| Philip James Wealth Mangement, LLC | 4,470 | $363.9K | 0.04% | −575−11.4% | Reduced |
| Griffin Asset Management, Inc. | 4,450 | $362.2K | 0.04% | 00.0% | Unchanged |
| Ossiam | 4,449 | $362.1K | 0.01% | −1,157−20.6% | Reduced |
| Sigma Planning Corp | 4,390 | $357.3K | 0.01% | −2,588−37.1% | Reduced |