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 |
|---|---|---|---|---|---|
| CSM Advisors, LLC | 8,720 | $679.0K | 0.02% | +8,720 | New |
| B. Metzler seel. Sohn & Co. AG | 8,761 | $682.4K | 0.01% | −1,480−14.5% | Reduced |
| CIBC Asset Management Inc | 8,828 | $687.6K | 0.00% | +57+0.6% | Added |
| Fluent Financial, LLC | 8,841 | $688.6K | 0.28% | +1,672+23.3% | Added |
| Steward Partners Investment Advisory, LLC | 8,923 | $695.0K | 0.01% | −483−5.1% | Reduced |
| Kestra Advisory Services, LLC | 9,013 | $702.0K | 0.00% | +600+7.1% | Added |
| Bollard Group LLC | 9,053 | $705.0K | 0.02% | 00.0% | Unchanged |
| RMR Wealth Builders | 9,108 | $709.4K | 0.06% | 00.0% | Unchanged |
| J.W. Cole Advisors, Inc. | 9,114 | $709.9K | 0.02% | +254+2.9% | Added |
| GWM Advisors LLC | 9,119 | $710.3K | 0.00% | −83−0.9% | Reduced |
| ProShare Advisors LLC | 9,296 | $724.1K | 0.00% | +352+3.9% | Added |
| Principal Securities, Inc. | 9,309 | $725.1K | 0.01% | +903+10.7% | Added |
| M&T Bank Corp | 9,478 | $738.1K | 0.00% | −398−4.0% | Reduced |
| Maryland State Retirement & Pension System | 9,496 | $739.6K | 0.02% | 00.0% | Unchanged |
| E. Ohman J:or Asset Management AB | 9,500 | $740.0K | 0.02% | 00.0% | Unchanged |
| LSV Asset Management | 9,500 | $740.0K | 0.00% | −299,067−96.9% | Reduced |
| NewEdge Wealth, LLC | 10,631 | $749.3K | 0.01% | +322+3.1% | Added |
| Retireful, LLC | 9,624 | $749.6K | 0.52% | −3,886−28.8% | Reduced |
| Sanctuary Advisors, LLC | 9,706 | $756.0K | 0.00% | +1,033+11.9% | Added |
| Wealth Management Associates, Inc. | 9,755 | $759.8K | 0.30% | −55−0.6% | Reduced |
| Grimes & Company, Inc. | 9,831 | $765.7K | 0.02% | −1,144−10.4% | Reduced |
| denkapparat Operations GmbH | 9,842 | $766.6K | 0.61% | 00.0% | Unchanged |
| Green Alpha Advisors, LLC | 9,909 | $771.8K | 0.74% | −593−5.6% | Reduced |
| Sender Co & Partners, Inc. | 9,981 | $777.4K | 0.22% | +9,981 | New |
| Aspiriant, LLC | 10,117 | $788.0K | 0.03% | +30.0% | Added |
| Formidable Asset Management, LLC | 9,905 | $788.1K | 0.13% | +5,169+109.1% | Added |
| Patriot Financial Group Insurance Agency, LLC | 10,197 | $794.2K | 0.09% | +478+4.9% | Added |
| Kestra Private Wealth Services, LLC | 10,198 | $794.3K | 0.01% | −2,304−18.4% | Reduced |
| WCG Wealth Advisors LLC | 10,347 | $805.9K | 0.05% | +327+3.3% | Added |
| Mach-1 Financial Group, Inc. | 10,506 | $818.3K | 0.24% | −3,254−23.6% | Reduced |
| Perpetual Ltd | 10,635 | $828.4K | 0.01% | +2,481+30.4% | Added |
| Rodgers Brothers Inc. | 10,750 | $837.3K | 0.11% | +2,910+37.1% | Added |
| Hancock Whitney Corp | 10,817 | $842.5K | 0.02% | +4,128+61.7% | Added |
| SBI Securities Co., Ltd. | 10,900 | $849.0K | 0.02% | +1,683+18.3% | Added |
| Inceptionr LLC | 10,929 | $851.3K | 0.20% | +3,479+46.7% | Added |
| MAI Capital Management | 11,277 | $878.4K | 0.01% | +165+1.5% | Added |
| Gulf International Bank (UK) Ltd | 11,323 | $881.0K | 0.03% | 00.0% | Unchanged |
| Kazazian Asset Management, LLC | 11,396 | $887.6K | 1.23% | −20,751−64.6% | Reduced |
| Moran Wealth Management, LLC | 11,432 | $890.4K | 0.03% | −2,410−17.4% | Reduced |
| Guggenheim Capital LLC | 11,543 | $899.1K | 0.01% | +729+6.7% | Added |
| Oddo BHF Asset Management SAS | 11,606 | $904.0K | 0.03% | −819−6.6% | Reduced |
| Greenwood Capital Associates LLC | 11,719 | $912.8K | 0.11% | +2,084+21.6% | Added |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 12,335 | $960.8K | 0.03% | −14,618−54.2% | Reduced |
| Quadrant Capital Group LLC | 12,392 | $965.2K | 0.03% | +6,578+113.1% | Added |
| Crossmark Global Holdings, Inc. | 12,413 | $966.8K | 0.02% | +903+7.8% | Added |
| Avanza Fonder AB | 12,437 | $968.7K | 0.03% | +12,437 | New |
| Northwestern Mutual Wealth Management Co | 12,463 | $970.7K | 0.00% | +931+8.1% | Added |
| Eagle Harbor Asset Management Inc | 12,565 | $978.7K | 0.94% | −532−4.1% | Reduced |
| Profund Advisors LLC | 12,660 | $986.1K | 0.04% | −4,053−24.3% | Reduced |
| Titleist Asset Management, LLC | 12,756 | $993.6K | 0.10% | 00.0% | Unchanged |
| Dai-Ichi Life Insurance Company, Ltd | 12,822 | $998.7K | 0.03% | −3,306−20.5% | Reduced |
| Kentucky Retirement Systems | 12,843 | $1.00M | 0.03% | −841−6.1% | Reduced |
| Vinva Investment Management Ltd | 13,140 | $1.00M | 0.03% | −5,653−30.1% | Reduced |
| Natixis Advisors, L.P. | 12,989 | $1.01M | 0.00% | −10,189−44.0% | Reduced |
| Advisory Services Network, LLC | 13,403 | $1.01M | 0.02% | −11,463−46.1% | Reduced |
| Davenport & Co LLC | 13,075 | $1.02M | 0.01% | +234+1.8% | Added |
| Lifestyle Asset Management, Inc. | 13,077 | $1.02M | 0.48% | +1,040+8.6% | Added |
| Railway Pension Investments Ltd | 13,103 | $1.02M | 0.01% | 00.0% | Unchanged |
| Mfg Wealth Management, Inc. | 13,179 | $1.03M | 0.86% | −10,550−44.5% | Reduced |
| L2 Asset Management, LLC | 13,557 | $1.06M | 0.17% | +13,557 | New |
| Acorn Financial Advisory Services Inc | 13,621 | $1.06M | 0.17% | −483−3.4% | Reduced |
| Ameritas Advisory Services, LLC | 13,712 | $1.07M | 0.06% | −1,740−11.3% | Reduced |
| Linden Thomas Advisory Services, LLC | 13,978 | $1.09M | 0.12% | +40+0.3% | Added |
| Jones Financial Companies LLLP | 14,265 | $1.09M | 0.00% | −2,941−17.1% | Reduced |
| Ethic Inc. | 14,477 | $1.11M | 0.02% | −8−0.1% | Reduced |
| Colony Group, LLC | 14,378 | $1.12M | 0.00% | +3,377+30.7% | Added |
| Grantham, Mayo, Van Otterloo & Co. LLC | 14,483 | $1.13M | 0.00% | +6,025+71.2% | Added |
| IMA Wealth, Inc. | 14,615 | $1.14M | 0.12% | +2,143+17.2% | Added |
| Virtus ETF Advisers LLC | 14,629 | $1.14M | 0.70% | 00.0% | Unchanged |
| Oppenheimer & Co Inc | 14,906 | $1.16M | 0.02% | +2,823+23.4% | Added |
| AMG National Trust Bank | 14,982 | $1.17M | 0.03% | −8,300−35.6% | Reduced |
| Vega Investment Solutions | 15,005 | $1.17M | 0.27% | −1,728−10.3% | Reduced |
| Securian Asset Management, Inc | 15,344 | $1.20M | 0.03% | 00.0% | Unchanged |
| Heron Bay Capital Management | 16,093 | $1.25M | 0.25% | +66+0.4% | Added |
| SG Americas Securities, LLC | 16,344 | $1.27M | 0.01% | +9,893+153.4% | Added |
| XTX Topco Ltd | 16,498 | $1.29M | 0.05% | −11,577−41.2% | Reduced |
| Brevan Howard Capital Management LP | 16,535 | $1.29M | 0.01% | +13,528+449.9% | Added |
| Hilltop Holdings Inc. | 16,665 | $1.30M | 0.08% | +9,314+126.7% | Added |
| Virtus Investment Advisers, Inc. | 16,735 | $1.30M | 0.44% | +2,193+15.1% | Added |
| Sage Rhino Capital LLC | 16,786 | $1.31M | 0.28% | −34−0.2% | Reduced |
| MONECO Advisors, LLC | 16,899 | $1.32M | 0.12% | −421−2.4% | Reduced |
| Arkadios Wealth Advisors | 16,945 | $1.32M | 0.04% | +16,945 | New |
| Sanders Morris Harris LLC | 17,000 | $1.32M | 0.32% | +14,150+496.5% | Added |
| Gerber Kawasaki Wealth & Investment Management | 17,010 | $1.32M | 0.05% | −11,553−40.4% | Reduced |
| Investment Management Corp of Ontario | 17,438 | $1.36M | 0.02% | +1,352+8.4% | Added |
| Board of the Pension Protection Fund | 17,700 | $1.38M | 1.49% | +8,200+86.3% | Added |
| Mariner, LLC | 17,700 | $1.38M | 0.00% | −11,958−40.3% | Reduced |
| Generali Asset Management SPA SGR | 18,169 | $1.42M | 0.03% | −5,914−24.6% | Reduced |
| Y.D. More Investments Ltd | 18,512 | $1.42M | 0.10% | +1,691+10.1% | Added |
| Resonant Capital Advisors, LLC | 18,245 | $1.42M | 0.09% | +448+2.5% | Added |
| Merit Financial Group, LLC | 18,264 | $1.42M | 0.02% | −68−0.4% | Reduced |
| Nisa Investment Advisors, LLC | 18,396 | $1.43M | 0.01% | −614−3.2% | Reduced |
| Avantax Advisory Services, Inc. | 18,448 | $1.44M | 0.01% | +688+3.9% | Added |
| Captrust Financial Advisors | 18,547 | $1.44M | 0.00% | +1,562+9.2% | Added |
| Tredje AP-fonden | 18,987 | $1.48M | 0.01% | +1,670+9.6% | Added |
| Rafferty Asset Management, LLC | 19,010 | $1.48M | 0.00% | −509−2.6% | Reduced |
| Montag A & Associates Inc | 19,500 | $1.52M | 0.07% | +19,316+10,497.8% | Added |
| Los Angeles Capital Management LLC | 19,654 | $1.53M | 0.01% | −68,525−77.7% | Reduced |
| STRS Ohio | 19,660 | $1.53M | 0.01% | +6,370+47.9% | Added |
| Bullseye Asset Management LLC | 20,000 | $1.56M | 0.78% | +20,000 | New |