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Livermore
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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.

Institutional holdersQ1 2025: 810 institutions
Q1 2021: 970 institutionsQ2 2021: 1,028 institutionsQ3 2021: 1,043 institutionsQ4 2021: 1,010 institutionsQ1 2022: 936 institutionsQ2 2022: 793 institutionsQ3 2022: 738 institutionsQ4 2022: 737 institutionsQ1 2023: 728 institutionsQ2 2023: 712 institutionsQ3 2023: 665 institutionsQ4 2023: 708 institutionsQ1 2024: 686 institutionsQ2 2024: 669 institutionsQ3 2024: 695 institutionsQ4 2024: 819 institutionsQ1 2025: 810 institutionsQ2 2025: 782 institutionsQ3 2025: 816 institutionsQ4 2025: 791 institutionsQ1 2026: 709 institutionsQ2 2026: 674 institutions
Value heldQ1 2025: $14.1B
Q1 2021: $28.7BQ2 2021: $41.7BQ3 2021: $39.2BQ4 2021: $23.0BQ1 2022: $16.5BQ2 2022: $8.86BQ3 2022: $8.32BQ4 2022: $8.69BQ1 2023: $9.15BQ2 2023: $8.15BQ3 2023: $6.37BQ4 2023: $9.38BQ1 2024: $9.60BQ2 2024: $8.62BQ3 2024: $10.1BQ4 2024: $15.9BQ1 2025: $14.1BQ2 2025: $13.7BQ3 2025: $12.2BQ4 2025: $11.6BQ1 2026: $8.50BQ2 2026: $7.87B
Institutions holding DOCU and their total value by quarter
QuarterHoldersValue
Q2 2026674$7.87B
Q1 2026709$8.50B
Q4 2025791$11.6B
Q3 2025816$12.2B
Q2 2025782$13.7B
Q1 2025810$14.1B
Q4 2024819$15.9B
Q3 2024695$10.1B
Q2 2024669$8.62B
Q1 2024686$9.60B
Q4 2023708$9.38B
Q3 2023665$6.37B
Q2 2023712$8.15B
Q1 2023728$9.15B
Q4 2022737$8.69B
Q3 2022738$8.32B
Q2 2022793$8.86B
Q1 2022936$16.5B
Q4 20211,010$23.0B
Q3 20211,043$39.2B
Q2 20211,028$41.7B
Q1 2021970$28.7B

Institutions, Q1 2025

Shares, value and share of portfolio for each institution holding DocuSign, Inc.; share changes are against Q4 2024.

Institutions holding DOCU in Q1 2025
InstitutionSharesValue% of portfolioChange in sharesAction
Csenge Advisory Group4,696$354.2K0.02%−209−4.3%Reduced
J2 Capital Management Inc4,335$352.9K0.32%+4,335New
Alps Advisors Inc4,310$350.8K0.00%+4,310New
Camden Capital, LLC4,268$347.4K0.04%+232+5.7%Added
Ariadne Wealth Management, LP4,110$342.3K0.18%−11−0.3%Reduced
Envestnet Portfolio Solutions, Inc.4,132$336.3K0.00%+798+23.9%Added
Truvestments Capital LLC4,057$330.2K0.07%+2,962+270.5%Added
Ground Swell Capital, LLC3,972$323.3K0.74%+3,972New
Harvest Fund Management Co., Ltd3,957$322.0K0.02%−16,118−80.3%Reduced
Ritholtz Wealth Management3,926$319.6K0.01%+1,449+58.5%Added
UniSuper Management Pty Ltd3,900$317.5K0.00%00.0%Unchanged
United Advisor Group, LLC3,883$316.1K0.06%+403+11.6%Added
Claret Asset Management Corp3,868$315.0K0.05%+3+0.1%Added
Ostrum Asset Management3,845$313.0K0.02%−14,082−78.6%Reduced
Ridgewood Investments LLC3,723$303.1K0.14%−1,150−23.6%Reduced
Asahi Life Asset Management Co., Ltd.3,700$301.2K0.19%−1,120−23.2%Reduced
Aspen Investment Management Inc3,698$301.0K0.14%−9,677−72.4%Reduced
Wealthfront Advisers LLC3,686$300.0K0.00%−86−2.3%Reduced
Kera Capital Partners, Inc.3,607$293.6K0.09%+416+13.0%Added
Insigneo Advisory Services, LLC3,602$293.2K0.03%−52−1.4%Reduced
Metis Global Partners, LLC3,564$290.1K0.01%+781+28.1%Added
TFB Advisors LLC3,551$289.1K0.08%+82+2.4%Added
Moody Lynn & Lieberson, LLC3,522$286.7K0.02%+3,522New
GAMMA Investing LLC3,519$286.4K0.02%+2,716+338.2%Added
Brown Advisory Inc3,507$285.5K0.00%+3,507New
Burton Enright Welch3,501$285.0K0.06%+10.0%Added
Sym Financial Corp3,476$282.9K0.03%+61+1.8%Added
Stephens Inc3,475$282.9K0.00%−140−3.9%Reduced
Mackenzie Financial Corp3,455$281.2K0.00%+311+9.9%Added
Venturi Wealth Management, LLC3,440$280.0K0.01%+857+33.2%Added
Dorsey & Whitney Trust CO LLC3,399$276.7K0.02%+52+1.6%Added
Cambria Investment Management, L.P.3,373$274.6K0.02%+3,373New
RFG Advisory, LLC3,366$274.0K0.01%+3,366New
National Asset Management, Inc.3,350$272.7K0.01%+605+22.0%Added
Advisor Resource Council3,420$271.5K0.02%+3,420New
Knollwood Investment Advisory, LLC3,301$268.7K0.03%00.0%Unchanged
PFG Investments, LLC3,266$265.9K0.02%+47+1.5%Added
Ballentine Partners, LLC3,262$265.5K0.00%+174+5.6%Added
Pinnacle Associates Ltd3,248$264.4K0.00%−10−0.3%Reduced
Vista Wealth Management Group, LLC3,231$263.0K0.02%+212+7.0%Added
Twin Lakes Capital Management, LLC3,230$262.9K0.18%00.0%Unchanged
V-Square Quantitative Management LLC3,190$259.7K0.04%+186+6.2%Added
Seeds Investor LLC3,172$258.2K0.07%+3,172New
Valeo Financial Advisors, LLC3,144$255.9K0.01%+314+11.1%Added
Fred Alger Management, LLC3,143$255.8K0.00%+3,143New
Cordatus Wealth Management LLC3,097$252.0K0.07%+3,097New
Optas, LLC3,088$251.4K0.04%+219+7.6%Added
Resources Investment Advisors, LLC.3,060$249.1K0.00%+414+15.6%Added
Miracle Mile Advisors, LLC3,026$246.3K0.00%+165+5.8%Added
Total Wealth Planning & Management, Inc.3,024$246.2K0.25%−448−12.9%Reduced
Coldstream Capital Management Inc3,015$245.4K0.01%+3,015New
Chicago Partners Investment Group LLC2,981$245.2K0.01%+2,981New
Brevan Howard Capital Management LP3,007$244.8K0.01%+3,007New
Claro Advisors LLC2,996$243.9K0.03%+34+1.1%Added
Sovereign Financial Group, Inc.2,992$243.5K0.06%−227−7.1%Reduced
Mitchell McLeod Pugh & Williams Inc2,991$243.5K0.05%00.0%Unchanged
Garden State Investment Advisory Services LLC2,986$243.1K0.08%+700+30.6%Added
Sunbelt Securities, Inc.2,979$242.5K0.02%−268−8.3%Reduced
Jag Capital Management, LLC2,964$241.3K0.03%+2,964New
Fieldview Capital Management, LLC2,950$240.1K0.03%+2,950New
HB Wealth Management, LLC2,941$239.4K0.00%+2,941New
Savvy Advisors, Inc.2,933$238.7K0.02%+603+25.9%Added
Prudential PLC2,922$237.9K0.00%−4,162−58.8%Reduced
Sanders Morris Harris LLC2,850$235.7K0.04%00.0%Unchanged
Axxcess Wealth Management, LLC2,887$235.0K0.01%+2,887New
CAP Partners, LLC2,885$234.8K0.17%+23+0.8%Added
United Capital Financial Advisers, LLC2,850$232.0K0.00%−214−7.0%Reduced
Q3 Asset Management2,860$232.0K0.16%+2,860New
Exchange Traded Concepts, LLC2,847$231.7K0.00%−1,258−30.6%Reduced
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors2,769$230.3K0.04%+2,769New
Real Talk Capital, LLC2,809$228.7K0.31%+252+9.9%Added
Qtron Investments LLC2,800$227.9K0.03%+2,800New
Covestor Ltd2,783$227.0K0.15%−956−25.6%Reduced
Bank Julius Baer & Co. Ltd, Zurich2,767$225.2K0.00%+261+10.4%Added
One Wealth Advisors, LLC2,758$224.5K0.03%+2,758New
IFP Advisors, Inc2,736$222.7K0.01%−62−2.2%Reduced
Optimize Financial Inc2,726$221.9K0.08%−609−18.3%Reduced
Two Sigma Securities, LLC2,724$221.7K0.03%−7,708−73.9%Reduced
HighPoint Advisor Group LLC2,674$220.0K0.01%+69+2.6%Added
We Are One Seven, LLC2,680$218.2K0.01%+2,680New
Financial Partners Group, Inc2,671$217.4K0.03%−184−6.4%Reduced
Warren Averett Asset Management, LLC2,660$216.5K0.00%+88+3.4%Added
Kingsview Wealth Management, LLC2,655$216.1K0.00%+141+5.6%Added
Gries Financial LLC2,639$214.8K0.04%−869−24.8%Reduced
Moors & Cabot, Inc.2,630$214.1K0.01%00.0%Unchanged
SPC Financial, Inc.2,625$213.7K0.02%+50+1.9%Added
D.A. Davidson & Co.2,591$210.9K0.00%+2,591New
PEAK6 LLC2,575$209.6K0.01%+2,575New
Founders Financial Alliance, LLC2,535$206.3K0.05%+2,535New
Good Life Advisors, LLC2,525$205.5K0.01%+51+2.1%Added
Perfromance Wealth Partners, LLC2,500$203.5K0.01%+2,500New
Corient IA LLC2,500$203.5K0.14%+2,500New
IVC Wealth Advisors LLC2,497$203.3K0.11%00.0%Unchanged
Wealthedge Investment Advisors, LLC2,477$201.6K0.09%+2,477New
Mine & Arao Wealth Creation & Management, LLC.2,457$200.0K0.10%00.0%Unchanged
Siemens Fonds Invest GmbH2,336$190.2K0.01%+2,336New
Reyes Financial Architecture, Inc.2,149$174.9K0.13%+498+30.2%Added
Rossby Financial, LCC2,084$172.6K0.07%+2,084New
Leonteq Securities AG2,108$170.5K0.01%−1,735−45.1%Reduced
Smartleaf Asset Management LLC2,004$166.7K0.02%−200−9.1%Reduced