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 |
|---|---|---|---|---|---|
| Umb Bank N A | 1,995 | $162.4K | 0.00% | +1,065+114.5% | Added |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 1,920 | $156.3K | 0.03% | +350+22.3% | Added |
| Geneos Wealth Management Inc. | 1,879 | $153.0K | 0.01% | +7+0.4% | Added |
| Global Trust Asset Management, LLC | 1,780 | $144.9K | 0.09% | −392−18.0% | Reduced |
| Icon Wealth Advisors, LLC | 1,771 | $144.2K | 0.01% | +27+1.5% | Added |
| Signaturefd, LLC | 1,564 | $127.3K | 0.00% | −122−7.2% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 1,500 | $122.1K | 0.01% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 1,456 | $118.5K | 0.01% | −588−28.8% | Reduced |
| CIBC Private Wealth Group, LLC | 1,651 | $116.1K | 0.00% | +430+35.2% | Added |
| Mirae Asset Global Investments Co., Ltd. | 1,379 | $114.7K | 0.00% | −1,130−45.0% | Reduced |
| Cohen & Steers, Inc. | 1,400 | $114.0K | 0.00% | +1,400 | New |
| MRP Capital Investments, LLC | 1,400 | $114.0K | 0.11% | +1,400 | New |
| Fifth Third Bancorp | 1,391 | $113.2K | 0.00% | +289+26.2% | Added |
| Horizon Investments, LLC | 1,370 | $111.5K | 0.00% | −21−1.5% | Reduced |
| Lindbrook Capital, LLC | 1,351 | $110.0K | 0.01% | +807+148.3% | Added |
| Archer Investment Corp | 1,250 | $101.8K | 0.03% | +1,250 | New |
| Spire Wealth Management | 1,204 | $98.0K | 0.00% | +1,089+947.0% | Added |
| Clearstead Advisors, LLC | 1,200 | $97.7K | 0.00% | 00.0% | Unchanged |
| Mirae Asset Global ETFs Holdings Ltd. | 1,192 | $97.0K | 0.00% | −129,819−99.1% | Reduced |
| Whittier Trust Co of Nevada Inc | 1,147 | $93.4K | 0.00% | +215+23.1% | Added |
| Ronald Blue Trust, Inc. | 1,128 | $91.8K | 0.00% | +428+61.1% | Added |
| Ci Investments Inc. | 1,117 | $91.0K | 0.00% | −185−14.2% | Reduced |
| Anderson Financial Strategies, LLC | 1,112 | $90.6K | 0.06% | +1,112 | New |
| Innovative Advisory Group, LLC | 1,076 | $87.6K | 0.08% | −25−2.3% | Reduced |
| EverSource Wealth Advisors, LLC | 1,023 | $83.3K | 0.00% | −12−1.2% | Reduced |
| Financial Perspectives, Inc | 966 | $79.9K | 0.03% | −15−1.5% | Reduced |
| Cullen/Frost Bankers, Inc. | 978 | $79.6K | 0.00% | +811+485.6% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 950 | $77.3K | 0.00% | +770+427.8% | Added |
| City State Bank | 895 | $72.9K | 0.02% | −4−0.4% | Reduced |
| Allworth Financial LP | 849 | $69.3K | 0.00% | −128−13.1% | Reduced |
| SRS Capital Advisors, Inc. | 837 | $68.1K | 0.00% | +12+1.5% | Added |
| C M Bidwell & Associates Ltd | 820 | $66.7K | 0.04% | −20−2.4% | Reduced |
| Bryn Mawr Trust Co | 819 | $66.7K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 781 | $63.6K | 0.00% | −31−3.8% | Reduced |
| Ancora Advisors, LLC | 735 | $59.8K | 0.00% | +350+90.9% | Added |
| Ofi Invest Asset Management | 790 | $59.5K | 0.00% | +790 | New |
| Twin Tree Management, LP | 716 | $58.3K | 0.00% | +716 | New |
| Optimum Investment Advisors | 715 | $58.2K | 0.03% | +115+19.2% | Added |
| Whittier Trust Co | 715 | $58.2K | 0.00% | 00.0% | Unchanged |
| Skopos Labs, Inc. | 702 | $57.1K | 0.01% | +140+24.9% | Added |
| Private Trust Co NA | 677 | $55.1K | 0.01% | +162+31.5% | Added |
| Sterling Capital Management LLC | 672 | $54.7K | 0.00% | −33,772−98.0% | Reduced |
| ZynergyRetirementPlanningLLC | 557 | $50.1K | 0.04% | 00.0% | Unchanged |
| Bessemer Group Inc | 602 | $49.0K | 0.00% | +130+27.5% | Added |
| Capital Advisors, Ltd. LLC | 563 | $46.0K | 0.01% | 00.0% | Unchanged |
| Huntington National Bank | 555 | $45.2K | 0.00% | −288−34.2% | Reduced |
| Silvant Capital Management LLC | 535 | $43.5K | 0.00% | −3,807−87.7% | Reduced |
| Avion Wealth | 487 | $43.0K | 0.01% | 00.0% | Unchanged |
| Quarry LP | 521 | $42.4K | 0.01% | −996−65.7% | Reduced |
| North Capital, Inc. | 516 | $42.0K | 0.04% | +516 | New |
| Itau Unibanco Holding S.A. | 513 | $42.0K | 0.00% | +15+3.0% | Added |
| Putney Financial Group LLC | 509 | $41.4K | 0.04% | −213−29.5% | Reduced |
| Caz Investments LP | 500 | $41.0K | 0.29% | 00.0% | Unchanged |
| WPG Advisers, LLC | 485 | $39.5K | 0.04% | +1+0.2% | Added |
| Rise Advisors, LLC | 463 | $37.7K | 0.02% | +415+864.6% | Added |
| Massmutual Trust Co FSB | 453 | $36.9K | 0.00% | +274+153.1% | Added |
| Wolff Wiese Magana LLC | 452 | $36.8K | 0.03% | −84−15.7% | Reduced |
| McIlrath & Eck, LLC | 432 | $35.2K | 0.00% | 00.0% | Unchanged |
| Bank & Trust Co | 424 | $34.5K | 0.03% | 00.0% | Unchanged |
| Wood Tarver Financial Group, LLC | 422 | $34.4K | 0.01% | 00.0% | Unchanged |
| Clear Street Markets LLC | 414 | $33.7K | 0.02% | +414 | New |
| North Star Investment Management Corp. | 406 | $33.0K | 0.00% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 411 | $33.0K | 0.00% | +154+59.9% | Added |
| First Horizon Advisors, Inc. | 397 | $32.3K | 0.00% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 390 | $32.3K | 0.00% | −167−30.0% | Reduced |
| Hemington Wealth Management | 347 | $28.0K | 0.00% | +264+318.1% | Added |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 340 | $27.7K | 0.01% | 00.0% | Unchanged |
| Advisors Asset Management, Inc. | 322 | $26.2K | 0.00% | −2−0.6% | Reduced |
| SWAN Capital LLC | 300 | $24.4K | 0.01% | 00.0% | Unchanged |
| NewSquare Capital LLC | 300 | $24.4K | 0.00% | +145+93.5% | Added |
| Mark Sheptoff Financial Planning, LLC | 300 | $24.4K | 0.01% | +300 | New |
| Creative Financial Designs Inc | 298 | $24.3K | 0.00% | +298 | New |
| South State Corp. | 295 | $24.0K | 0.00% | +295 | New |
| Tradewinds Capital Management, LLC | 275 | $22.4K | 0.01% | 00.0% | Unchanged |
| WealthCollab, LLC | 271 | $22.1K | 0.01% | +42+18.3% | Added |
| Contravisory Investment Management, Inc. | 263 | $21.4K | 0.00% | 00.0% | Unchanged |
| CarsonAllaria Wealth Management, Ltd. | 263 | $21.4K | 0.01% | +21+8.7% | Added |
| Pacifica Partners Inc. | 265 | $20.5K | 0.01% | 00.0% | Unchanged |
| PSI Advisors, LLC | 239 | $19.5K | 0.01% | 00.0% | Unchanged |
| Adirondack Trust Co | 235 | $19.1K | 0.01% | 00.0% | Unchanged |
| Strategic Investment Solutions, Inc. | 225 | $18.3K | 0.01% | 00.0% | Unchanged |
| MPWM Advisory Solutions, LLC | 225 | $18.3K | 0.01% | 00.0% | Unchanged |
| CVA Family Office, LLC | 223 | $18.2K | 0.00% | −2−0.9% | Reduced |
| Glen Eagle Advisors, LLC | 219 | $17.8K | 0.00% | −15−6.4% | Reduced |
| TD Private Client Wealth LLC | 207 | $16.9K | 0.00% | +3+1.5% | Added |
| Medallion Wealth Advisors, LLC | 207 | $16.9K | 0.01% | 00.0% | Unchanged |
| Grove Bank & Trust | 202 | $16.4K | 0.00% | 00.0% | Unchanged |
| HM Payson & Co | 200 | $16.3K | 0.00% | 00.0% | Unchanged |
| Rocky Mountain Advisers, LLC | 200 | $16.3K | 0.01% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 200 | $16.3K | 0.00% | 00.0% | Unchanged |
| Symmetry Peak Management LLC | 200 | $16.3K | 0.81% | +200 | New |
| Atlas Capital Advisors LLC | 195 | $15.9K | 0.00% | +195 | New |
| GPS Wealth Strategies Group, LLC | 195 | $15.9K | 0.00% | +26+15.4% | Added |
| Mather Group, LLC. | 186 | $15.1K | 0.00% | 00.0% | Unchanged |
| Main Street Group, LTD | 185 | $15.1K | 0.01% | 00.0% | Unchanged |
| Montag A & Associates Inc | 184 | $15.0K | 0.00% | −16−8.0% | Reduced |
| GoalVest Advisory LLC | 181 | $14.7K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 176 | $14.3K | 0.00% | +70+66.0% | Added |
| LRI Investments, LLC | 171 | $13.9K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 169 | $13.8K | 0.00% | −30−15.1% | Reduced |