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 |
|---|---|---|---|---|---|
| St Germain D J Co Inc | 1,705 | $132.8K | 0.01% | +1,705 | New |
| Ridgewood Investments LLC | 1,722 | $134.1K | 0.06% | −2,001−53.7% | Reduced |
| Icon Wealth Advisors, LLC | 1,771 | $137.9K | 0.01% | 00.0% | Unchanged |
| Global Trust Asset Management, LLC | 1,780 | $138.6K | 0.07% | 00.0% | Unchanged |
| Umb Bank N A | 1,800 | $140.2K | 0.00% | −195−9.8% | Reduced |
| Rossby Financial, LCC | 2,005 | $156.2K | 0.06% | −79−3.8% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 2,105 | $164.0K | 0.00% | +913+76.6% | Added |
| Smartleaf Asset Management LLC | 2,169 | $165.9K | 0.01% | +165+8.2% | Added |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 2,145 | $167.1K | 0.02% | +225+11.7% | Added |
| Bank Julius Baer & Co. Ltd, Zurich | 2,311 | $180.0K | 0.00% | −456−16.5% | Reduced |
| IFP Advisors, Inc | 1,482 | $184.0K | 0.01% | −1,254−45.8% | Reduced |
| Geneos Wealth Management Inc. | 2,415 | $188.1K | 0.00% | +536+28.5% | Added |
| Valeo Financial Advisors, LLC | 2,572 | $200.4K | 0.00% | −572−18.2% | Reduced |
| Ritholtz Wealth Management | 2,588 | $201.6K | 0.00% | −1,338−34.1% | Reduced |
| Efficient Advisors, LLC | 2,612 | $203.4K | 0.01% | +2,612 | New |
| SPC Financial, Inc. | 2,625 | $204.5K | 0.02% | 00.0% | Unchanged |
| One Wealth Advisors, LLC | 2,635 | $205.2K | 0.03% | −123−4.5% | Reduced |
| EP Wealth Advisors, LLC | 2,635 | $205.2K | 0.00% | +2,635 | New |
| Hedges Asset Management LLC | 2,650 | $206.4K | 0.17% | +2,650 | New |
| HighPoint Advisor Group LLC | 2,654 | $206.7K | 0.01% | −20−0.7% | Reduced |
| Covestor Ltd | 2,655 | $207.0K | 0.12% | −128−4.6% | Reduced |
| Warren Averett Asset Management, LLC | 2,662 | $207.3K | 0.00% | +2+0.1% | Added |
| Global Retirement Partners, LLC | 2,673 | $208.2K | 0.01% | +2,673 | New |
| National Asset Management, Inc. | 2,701 | $210.4K | 0.01% | −649−19.4% | Reduced |
| Parallel Advisors, LLC | 2,705 | $210.7K | 0.00% | −2,059−43.2% | Reduced |
| Optimize Financial Inc | 2,708 | $210.9K | 0.13% | −18−0.7% | Reduced |
| United Capital Financial Advisers, LLC | 2,725 | $212.3K | 0.00% | −125−4.4% | Reduced |
| Gallacher Capital Management LLC | 2,767 | $215.5K | 0.10% | −2,570−48.2% | Reduced |
| Moors & Cabot, Inc. | 2,780 | $216.5K | 0.01% | +150+5.7% | Added |
| Siemens Fonds Invest GmbH | 2,803 | $218.3K | 0.01% | +467+20.0% | Added |
| Jane Street Group, LLC | 2,862 | $222.9K | 0.00% | −17,327−85.8% | Reduced |
| Concurrent Investment Advisors, LLC | 2,864 | $223.1K | 0.00% | −4,732−62.3% | Reduced |
| CAP Partners, LLC | 2,873 | $223.8K | 0.14% | −12−0.4% | Reduced |
| Real Talk Capital, LLC | 2,884 | $224.6K | 0.27% | +75+2.7% | Added |
| Axxcess Wealth Management, LLC | 2,887 | $224.9K | 0.01% | 00.0% | Unchanged |
| AE Wealth Management LLC | 2,939 | $228.9K | 0.00% | +2,939 | New |
| Mitchell McLeod Pugh & Williams Inc | 2,991 | $233.0K | 0.04% | 00.0% | Unchanged |
| U.S. Capital Wealth Advisors, LLC | 3,011 | $234.5K | 0.01% | −11,902−79.8% | Reduced |
| Garden State Investment Advisory Services LLC | 3,028 | $235.9K | 0.06% | +42+1.4% | Added |
| Atria Wealth Solutions, Inc. | 3,001 | $235.9K | 0.01% | −6,326−67.8% | Reduced |
| Claret Asset Management Corp | 3,042 | $237.0K | 0.03% | −826−21.4% | Reduced |
| Cordatus Wealth Management LLC | 3,071 | $239.0K | 0.06% | −26−0.8% | Reduced |
| Callan Family Office, LLC | 3,086 | $240.4K | 0.01% | +3,086 | New |
| Savvy Advisors, Inc. | 3,090 | $240.7K | 0.02% | +157+5.4% | Added |
| Miracle Mile Advisors, LLC | 3,121 | $243.1K | 0.00% | +95+3.1% | Added |
| V-Square Quantitative Management LLC | 3,142 | $244.7K | 0.03% | −48−1.5% | Reduced |
| PFG Investments, LLC | 3,159 | $246.1K | 0.01% | −107−3.3% | Reduced |
| Total Wealth Planning & Management, Inc. | 3,170 | $246.9K | 0.21% | +146+4.8% | Added |
| Inscription Capital, LLC | 3,181 | $247.8K | 0.04% | +3,181 | New |
| Resources Investment Advisors, LLC. | 3,203 | $249.5K | 0.00% | +143+4.7% | Added |
| Twin Lakes Capital Management, LLC | 3,208 | $249.9K | 0.15% | −22−0.7% | Reduced |
| Equitable Holdings, Inc. | 3,208 | $249.9K | 0.00% | +3,208 | New |
| Stephens Inc | 3,262 | $254.1K | 0.00% | −213−6.1% | Reduced |
| Kapstone Financial Advisors LLC | 3,285 | $255.9K | 0.13% | +3,285 | New |
| Versor Investments LP | 3,300 | $257.0K | 0.05% | +3,300 | New |
| Knollwood Investment Advisory, LLC | 3,301 | $257.1K | 0.02% | 00.0% | Unchanged |
| Holocene Advisors, LP | 3,341 | $260.2K | 0.00% | +3,341 | New |
| Arcus Capital Partners, LLC | 3,346 | $260.6K | 0.11% | +3,346 | New |
| We Are One Seven, LLC | 3,352 | $261.1K | 0.01% | +672+25.1% | Added |
| Cambria Investment Management, L.P. | 3,373 | $262.7K | 0.02% | 00.0% | Unchanged |
| UniSuper Management Pty Ltd | 3,400 | $264.8K | 0.00% | −500−12.8% | Reduced |
| Dorsey & Whitney Trust CO LLC | 3,410 | $265.6K | 0.01% | +11+0.3% | Added |
| Tower Research Capital LLC (TRC) | 3,415 | $266.0K | 0.01% | −3,450−50.3% | Reduced |
| GAMMA Investing LLC | 3,418 | $266.2K | 0.02% | −101−2.9% | Reduced |
| Coldstream Capital Management Inc | 3,424 | $266.7K | 0.00% | +409+13.6% | Added |
| Ballentine Partners, LLC | 3,431 | $267.2K | 0.00% | +169+5.2% | Added |
| Exchange Traded Concepts, LLC | 3,437 | $267.7K | 0.00% | +590+20.7% | Added |
| RFG Advisory, LLC | 3,466 | $270.0K | 0.01% | +100+3.0% | Added |
| Natixis | 3,489 | $271.8K | 0.00% | +3,489 | New |
| Sterling Capital Management LLC | 3,496 | $272.3K | 0.00% | +2,824+420.2% | Added |
| Burton Enright Welch | 3,507 | $273.2K | 0.05% | +6+0.2% | Added |
| Skopos Labs, Inc. | 3,540 | $275.7K | 0.04% | +2,838+404.3% | Added |
| Pensionmark Financial Group, LLC | 3,570 | $278.1K | 0.01% | −911−20.3% | Reduced |
| Beacon Pointe Advisors, LLC | 3,591 | $279.7K | 0.00% | +3,591 | New |
| Frontier Capital Management Co LLC | 3,716 | $289.4K | 0.00% | −39,834−91.5% | Reduced |
| Ostrum Asset Management | 3,738 | $291.2K | 0.01% | −107−2.8% | Reduced |
| Sunbelt Securities, Inc. | 3,247 | $292.0K | 0.03% | +268+9.0% | Added |
| Versant Capital Management, Inc | 3,789 | $295.1K | 0.04% | −817−17.7% | Reduced |
| Narus Financial Partners, LLC | 3,836 | $298.8K | 0.09% | +3,836 | New |
| Kera Capital Partners, Inc. | 3,868 | $301.3K | 0.06% | +261+7.2% | Added |
| Kovitz Investment Group Partners, LLC | 3,907 | $304.3K | 0.00% | −640−14.1% | Reduced |
| Woodline Partners LP | 3,912 | $304.7K | 0.00% | +3,912 | New |
| Pinnacle Associates Ltd | 3,913 | $304.8K | 0.00% | +665+20.5% | Added |
| United Advisor Group, LLC | 3,944 | $307.2K | 0.05% | +61+1.6% | Added |
| Lingohr & Partner Asset Management GmbH | 3,955 | $308.0K | 0.56% | −80,706−95.3% | Reduced |
| Wealthfront Advisers LLC | 3,983 | $310.2K | 0.00% | +297+8.1% | Added |
| Arista Wealth Management, LLC | 4,000 | $311.6K | 0.04% | +4,000 | New |
| Camden Capital, LLC | 4,025 | $313.5K | 0.03% | −243−5.7% | Reduced |
| TFB Advisors LLC | 4,030 | $313.9K | 0.08% | +479+13.5% | Added |
| National Bank of Canada | 4,036 | $314.0K | 0.00% | −7,299−64.4% | Reduced |
| Strategic Investment Advisors | 4,099 | $319.3K | 0.03% | +4,099 | New |
| Aspen Investment Management Inc | 4,133 | $322.0K | 0.14% | +435+11.8% | Added |
| Rehmann Capital Advisory Group | 4,316 | $336.2K | 0.02% | −1,244−22.4% | Reduced |
| Chicago Partners Investment Group LLC | 4,135 | $336.6K | 0.01% | +1,154+38.7% | Added |
| Journey Strategic Wealth LLC | 4,330 | $337.3K | 0.01% | −775−15.2% | Reduced |
| Alps Advisors Inc | 4,363 | $339.8K | 0.00% | +53+1.2% | Added |
| Truvestments Capital LLC | 4,382 | $341.3K | 0.07% | +325+8.0% | Added |
| Philip James Wealth Mangement, LLC | 4,398 | $342.6K | 0.04% | −72−1.6% | Reduced |
| Ossiam | 4,449 | $346.5K | 0.00% | 00.0% | Unchanged |
| Griffin Asset Management, Inc. | 4,450 | $346.6K | 0.04% | 00.0% | Unchanged |