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, Q2 2025
Institutional positions in DocuSign, Inc. as of Jun 30, 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
- 782
- −17 vs. Q1 2025
- Shares held
- 175.9M
- +3.83M (+2.2%) vs. Q1 2025
- Total value
- $13.7B
- −$305.0M (−2.2%) vs. Q1 2025
- New holders
- 92
- 288 more added
- Sold out
- 109
- 278 more reduced
11 institutions that held it in Q1 2025 haven't filed for Q2 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2025: 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, Q2 2025
Shares, value and share of portfolio for each institution holding DocuSign, Inc.; share changes are against Q1 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| PFS Partners, LLC | 105 | $8.18K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 108 | $8.41K | 0.00% | −111−50.7% | Reduced |
| Richardson Financial Services Inc. | 111 | $8.59K | 0.01% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 112 | $8.72K | 0.00% | −64−36.4% | Reduced |
| Salem Investment Counselors Inc | 118 | $9.19K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 126 | $9.81K | 0.00% | 00.0% | Unchanged |
| Close Asset Management Ltd | 125 | $10.0K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 136 | $10.6K | 0.00% | +7+5.4% | Added |
| Farmers & Merchants Investments Inc | 166 | $12.9K | 0.00% | +30+22.1% | Added |
| LRI Investments, LLC | 171 | $13.3K | 0.00% | 00.0% | Unchanged |
| GoalVest Advisory LLC | 181 | $14.1K | 0.00% | 00.0% | Unchanged |
| Main Street Group, LTD | 185 | $14.4K | 0.00% | 00.0% | Unchanged |
| Park Square Financial Group, LLC | 190 | $14.8K | 0.01% | +28+17.3% | Added |
| Cape Investment Advisory, Inc. | 192 | $15.0K | 0.01% | +192 | New |
| GPS Wealth Strategies Group, LLC | 195 | $15.2K | 0.00% | 00.0% | Unchanged |
| MPWM Advisory Solutions, LLC | 195 | $15.2K | 0.01% | −30−13.3% | Reduced |
| Strategic Investment Solutions, Inc. | 200 | $15.6K | 0.00% | −25−11.1% | Reduced |
| HM Payson & Co | 200 | $15.6K | 0.00% | 00.0% | Unchanged |
| Rocky Mountain Advisers, LLC | 200 | $15.6K | 0.00% | 00.0% | Unchanged |
| Grove Bank & Trust | 202 | $15.7K | 0.00% | 00.0% | Unchanged |
| Medallion Wealth Advisors, LLC | 207 | $16.1K | 0.01% | 00.0% | Unchanged |
| NewSquare Capital LLC | 213 | $16.6K | 0.00% | −87−29.0% | Reduced |
| TD Private Client Wealth LLC | 218 | $17.0K | 0.00% | +11+5.3% | Added |
| CarsonAllaria Wealth Management, Ltd. | 224 | $17.4K | 0.01% | −39−14.8% | Reduced |
| WealthCollab, LLC | 229 | $17.8K | 0.01% | −42−15.5% | Reduced |
| Adirondack Trust Co | 235 | $18.3K | 0.01% | 00.0% | Unchanged |
| CVA Family Office, LLC | 241 | $18.8K | 0.00% | +18+8.1% | Added |
| Estabrook Capital Management | 250 | $19.5K | 0.00% | +250 | New |
| Golden State Wealth Management, LLC | 252 | $19.6K | 0.00% | +183+265.2% | Added |
| Putney Financial Group LLC | 254 | $19.8K | 0.02% | −255−50.1% | Reduced |
| Pacifica Partners Inc. | 265 | $20.3K | 0.01% | 00.0% | Unchanged |
| Contravisory Investment Management, Inc. | 263 | $20.5K | 0.00% | 00.0% | Unchanged |
| Aster Capital Management (DIFC) Ltd | 264 | $20.6K | 0.00% | −7,194−96.5% | Reduced |
| Mount Yale Investment Advisors, LLC | 269 | $21.0K | 0.00% | +269 | New |
| Tradewinds Capital Management, LLC | 275 | $21.4K | 0.01% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 298 | $23.2K | 0.00% | 00.0% | Unchanged |
| SWAN Capital LLC | 300 | $23.4K | 0.01% | 00.0% | Unchanged |
| Evolution Wealth Management Inc. | 306 | $23.8K | 0.03% | +306 | New |
| Advisors Asset Management, Inc. | 312 | $24.3K | 0.00% | −10−3.1% | Reduced |
| Hemington Wealth Management | 346 | $26.0K | 0.00% | −1−0.3% | Reduced |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 340 | $26.5K | 0.01% | 00.0% | Unchanged |
| Shell Asset Management Co | 351 | $27.0K | 0.00% | +351 | New |
| Quarry LP | 355 | $27.7K | 0.01% | −166−31.9% | Reduced |
| CIBC Private Wealth Group, LLC | 361 | $28.1K | 0.00% | −1,290−78.1% | Reduced |
| South State Corp. | 369 | $28.7K | 0.00% | +74+25.1% | Added |
| Spire Wealth Management | 372 | $29.0K | 0.00% | −832−69.1% | Reduced |
| Ancora Advisors, LLC | 385 | $30.0K | 0.00% | −350−47.6% | Reduced |
| TD Waterhouse Canada Inc. | 390 | $30.2K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 406 | $31.6K | 0.00% | 00.0% | Unchanged |
| Wood Tarver Financial Group, LLC | 422 | $32.0K | 0.01% | 00.0% | Unchanged |
| Bank & Trust Co | 424 | $33.0K | 0.03% | 00.0% | Unchanged |
| Rise Advisors, LLC | 429 | $33.4K | 0.01% | −34−7.3% | Reduced |
| McIlrath & Eck, LLC | 432 | $33.6K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 468 | $36.5K | 0.00% | −87−15.7% | Reduced |
| WPG Advisers, LLC | 475 | $37.0K | 0.03% | −10−2.1% | Reduced |
| Twin Peaks Wealth Advisors, LLC | 554 | $37.7K | 0.01% | +554 | New |
| Caz Investments LP | 500 | $38.9K | 0.22% | 00.0% | Unchanged |
| North Capital, Inc. | 516 | $40.2K | 0.03% | 00.0% | Unchanged |
| Itau Unibanco Holding S.A. | 520 | $40.5K | 0.00% | +7+1.4% | Added |
| Bessemer Group Inc | 523 | $41.0K | 0.00% | −79−13.1% | Reduced |
| Silvant Capital Management LLC | 535 | $41.7K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 563 | $44.0K | 0.01% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 590 | $46.0K | 0.00% | +193+48.6% | Added |
| Massmutual Trust Co FSB | 595 | $46.3K | 0.00% | +142+31.3% | Added |
| GeoWealth Management, LLC | 676 | $52.7K | 0.00% | −4,738−87.5% | Reduced |
| Private Trust Co NA | 688 | $53.6K | 0.01% | +11+1.6% | Added |
| Harbour Investments, Inc. | 713 | $55.5K | 0.00% | −68−8.7% | Reduced |
| C M Bidwell & Associates Ltd | 767 | $59.7K | 0.03% | −53−6.5% | Reduced |
| Whittier Trust Co | 808 | $62.9K | 0.00% | +93+13.0% | Added |
| Optimum Investment Advisors | 815 | $63.5K | 0.03% | +100+14.0% | Added |
| Bryn Mawr Trust Co | 819 | $63.8K | 0.00% | 00.0% | Unchanged |
| City State Bank | 845 | $65.8K | 0.02% | −50−5.6% | Reduced |
| Hantz Financial Services, Inc. | 848 | $66.0K | 0.00% | +437+106.3% | Added |
| SRS Capital Advisors, Inc. | 824 | $66.5K | 0.00% | −13−1.6% | Reduced |
| Cullen/Frost Bankers, Inc. | 857 | $66.8K | 0.00% | −121−12.4% | Reduced |
| Sumitomo Mitsui Financial Group, Inc. | 911 | $69.7K | 0.00% | +911 | New |
| Innovative Advisory Group, LLC | 900 | $70.1K | 0.06% | −176−16.4% | Reduced |
| Rakuten Securities, Inc. | 973 | $75.8K | 0.03% | +917+1,637.5% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 1,042 | $81.2K | 0.00% | +92+9.7% | Added |
| Ci Investments Inc. | 1,072 | $83.0K | 0.00% | −45−4.0% | Reduced |
| EverSource Wealth Advisors, LLC | 1,068 | $83.2K | 0.00% | +45+4.4% | Added |
| Penserra Capital Management LLC | 1,084 | $84.0K | 0.00% | +1,084 | New |
| Ronald Blue Trust, Inc. | 1,096 | $85.4K | 0.00% | −32−2.8% | Reduced |
| Reyes Financial Architecture, Inc. | 1,133 | $88.2K | 0.08% | −1,016−47.3% | Reduced |
| Whittier Trust Co of Nevada Inc | 1,134 | $88.3K | 0.00% | −13−1.1% | Reduced |
| Financial Perspectives, Inc | 1,178 | $91.8K | 0.03% | +212+21.9% | Added |
| Fifth Third Bancorp | 1,234 | $96.1K | 0.00% | −157−11.3% | Reduced |
| Archer Investment Corp | 1,250 | $97.4K | 0.02% | 00.0% | Unchanged |
| Signaturefd, LLC | 1,259 | $98.1K | 0.00% | −305−19.5% | Reduced |
| Hennessy Advisors Inc | 1,278 | $99.5K | 0.00% | +1,278 | New |
| Whipplewood Advisors, LLC | 1,300 | $101.3K | 0.06% | +1,300 | New |
| Cohen & Steers, Inc. | 1,400 | $109.0K | 0.00% | 00.0% | Unchanged |
| Horizon Investments, LLC | 1,443 | $112.4K | 0.00% | +73+5.3% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 1,500 | $116.8K | 0.01% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 1,508 | $117.5K | 0.00% | +52+3.6% | Added |
| FNY Investment Advisers, LLC | 1,541 | $120.0K | 0.05% | +1,541 | New |
| Canada Pension Plan Investment Board | 1,600 | $124.6K | 0.00% | +1,600 | New |
| Quest Partners LLC | 1,654 | $128.8K | 0.01% | +1,654 | New |
| Employees Retirement System of Texas | 1,657 | $129.0K | 0.00% | +1,657 | New |
| Clearstead Advisors, LLC | 1,670 | $130.1K | 0.00% | +470+39.2% | Added |