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 |
|---|---|---|---|---|---|
| Arkadios Wealth Advisors | 16,945 | $1.32M | 0.04% | +16,945 | New |
| MONECO Advisors, LLC | 16,899 | $1.32M | 0.12% | −421−2.4% | Reduced |
| Sage Rhino Capital LLC | 16,786 | $1.31M | 0.28% | −34−0.2% | Reduced |
| Virtus Investment Advisers, Inc. | 16,735 | $1.30M | 0.44% | +2,193+15.1% | Added |
| Hilltop Holdings Inc. | 16,665 | $1.30M | 0.08% | +9,314+126.7% | Added |
| Brevan Howard Capital Management LP | 16,535 | $1.29M | 0.01% | +13,528+449.9% | Added |
| XTX Topco Ltd | 16,498 | $1.29M | 0.05% | −11,577−41.2% | Reduced |
| SG Americas Securities, LLC | 16,344 | $1.27M | 0.01% | +9,893+153.4% | Added |
| Heron Bay Capital Management | 16,093 | $1.25M | 0.25% | +66+0.4% | Added |
| Securian Asset Management, Inc | 15,344 | $1.20M | 0.03% | 00.0% | Unchanged |
| Vega Investment Solutions | 15,005 | $1.17M | 0.27% | −1,728−10.3% | Reduced |
| AMG National Trust Bank | 14,982 | $1.17M | 0.03% | −8,300−35.6% | Reduced |
| Oppenheimer & Co Inc | 14,906 | $1.16M | 0.02% | +2,823+23.4% | Added |
| Virtus ETF Advisers LLC | 14,629 | $1.14M | 0.70% | 00.0% | Unchanged |
| IMA Wealth, Inc. | 14,615 | $1.14M | 0.12% | +2,143+17.2% | Added |
| Grantham, Mayo, Van Otterloo & Co. LLC | 14,483 | $1.13M | 0.00% | +6,025+71.2% | Added |
| Colony Group, LLC | 14,378 | $1.12M | 0.00% | +3,377+30.7% | Added |
| Ethic Inc. | 14,477 | $1.11M | 0.02% | −8−0.1% | Reduced |
| Jones Financial Companies LLLP | 14,265 | $1.09M | 0.00% | −2,941−17.1% | Reduced |
| Linden Thomas Advisory Services, LLC | 13,978 | $1.09M | 0.12% | +40+0.3% | Added |
| Ameritas Advisory Services, LLC | 13,712 | $1.07M | 0.06% | −1,740−11.3% | Reduced |
| Acorn Financial Advisory Services Inc | 13,621 | $1.06M | 0.17% | −483−3.4% | Reduced |
| L2 Asset Management, LLC | 13,557 | $1.06M | 0.17% | +13,557 | New |
| Mfg Wealth Management, Inc. | 13,179 | $1.03M | 0.86% | −10,550−44.5% | Reduced |
| Railway Pension Investments Ltd | 13,103 | $1.02M | 0.01% | 00.0% | Unchanged |
| Lifestyle Asset Management, Inc. | 13,077 | $1.02M | 0.48% | +1,040+8.6% | Added |
| Davenport & Co LLC | 13,075 | $1.02M | 0.01% | +234+1.8% | Added |
| Advisory Services Network, LLC | 13,403 | $1.01M | 0.02% | −11,463−46.1% | Reduced |
| Natixis Advisors, L.P. | 12,989 | $1.01M | 0.00% | −10,189−44.0% | Reduced |
| Vinva Investment Management Ltd | 13,140 | $1.00M | 0.03% | −5,653−30.1% | Reduced |
| Kentucky Retirement Systems | 12,843 | $1.00M | 0.03% | −841−6.1% | Reduced |
| Dai-Ichi Life Insurance Company, Ltd | 12,822 | $998.7K | 0.03% | −3,306−20.5% | Reduced |
| Titleist Asset Management, LLC | 12,756 | $993.6K | 0.10% | 00.0% | Unchanged |
| Profund Advisors LLC | 12,660 | $986.1K | 0.04% | −4,053−24.3% | Reduced |
| Eagle Harbor Asset Management Inc | 12,565 | $978.7K | 0.94% | −532−4.1% | Reduced |
| Northwestern Mutual Wealth Management Co | 12,463 | $970.7K | 0.00% | +931+8.1% | Added |
| Avanza Fonder AB | 12,437 | $968.7K | 0.03% | +12,437 | New |
| Crossmark Global Holdings, Inc. | 12,413 | $966.8K | 0.02% | +903+7.8% | Added |
| Quadrant Capital Group LLC | 12,392 | $965.2K | 0.03% | +6,578+113.1% | Added |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 12,335 | $960.8K | 0.03% | −14,618−54.2% | Reduced |
| Greenwood Capital Associates LLC | 11,719 | $912.8K | 0.11% | +2,084+21.6% | Added |
| Oddo BHF Asset Management SAS | 11,606 | $904.0K | 0.03% | −819−6.6% | Reduced |
| Guggenheim Capital LLC | 11,543 | $899.1K | 0.01% | +729+6.7% | Added |
| Moran Wealth Management, LLC | 11,432 | $890.4K | 0.03% | −2,410−17.4% | Reduced |
| Kazazian Asset Management, LLC | 11,396 | $887.6K | 1.23% | −20,751−64.6% | Reduced |
| Gulf International Bank (UK) Ltd | 11,323 | $881.0K | 0.03% | 00.0% | Unchanged |
| MAI Capital Management | 11,277 | $878.4K | 0.01% | +165+1.5% | Added |
| Inceptionr LLC | 10,929 | $851.3K | 0.20% | +3,479+46.7% | Added |
| SBI Securities Co., Ltd. | 10,900 | $849.0K | 0.02% | +1,683+18.3% | Added |
| Hancock Whitney Corp | 10,817 | $842.5K | 0.02% | +4,128+61.7% | Added |
| Rodgers Brothers Inc. | 10,750 | $837.3K | 0.11% | +2,910+37.1% | Added |
| Perpetual Ltd | 10,635 | $828.4K | 0.01% | +2,481+30.4% | Added |
| Mach-1 Financial Group, Inc. | 10,506 | $818.3K | 0.24% | −3,254−23.6% | Reduced |
| WCG Wealth Advisors LLC | 10,347 | $805.9K | 0.05% | +327+3.3% | Added |
| Kestra Private Wealth Services, LLC | 10,198 | $794.3K | 0.01% | −2,304−18.4% | Reduced |
| Patriot Financial Group Insurance Agency, LLC | 10,197 | $794.2K | 0.09% | +478+4.9% | Added |
| Formidable Asset Management, LLC | 9,905 | $788.1K | 0.13% | +5,169+109.1% | Added |
| Aspiriant, LLC | 10,117 | $788.0K | 0.03% | +30.0% | Added |
| Sender Co & Partners, Inc. | 9,981 | $777.4K | 0.22% | +9,981 | New |
| Green Alpha Advisors, LLC | 9,909 | $771.8K | 0.74% | −593−5.6% | Reduced |
| denkapparat Operations GmbH | 9,842 | $766.6K | 0.61% | 00.0% | Unchanged |
| Grimes & Company, Inc. | 9,831 | $765.7K | 0.02% | −1,144−10.4% | Reduced |
| Wealth Management Associates, Inc. | 9,755 | $759.8K | 0.30% | −55−0.6% | Reduced |
| Sanctuary Advisors, LLC | 9,706 | $756.0K | 0.00% | +1,033+11.9% | Added |
| Retireful, LLC | 9,624 | $749.6K | 0.52% | −3,886−28.8% | Reduced |
| NewEdge Wealth, LLC | 10,631 | $749.3K | 0.01% | +322+3.1% | Added |
| LSV Asset Management | 9,500 | $740.0K | 0.00% | −299,067−96.9% | Reduced |
| E. Ohman J:or Asset Management AB | 9,500 | $740.0K | 0.02% | 00.0% | Unchanged |
| Maryland State Retirement & Pension System | 9,496 | $739.6K | 0.02% | 00.0% | Unchanged |
| M&T Bank Corp | 9,478 | $738.1K | 0.00% | −398−4.0% | Reduced |
| Principal Securities, Inc. | 9,309 | $725.1K | 0.01% | +903+10.7% | Added |
| ProShare Advisors LLC | 9,296 | $724.1K | 0.00% | +352+3.9% | Added |
| GWM Advisors LLC | 9,119 | $710.3K | 0.00% | −83−0.9% | Reduced |
| J.W. Cole Advisors, Inc. | 9,114 | $709.9K | 0.02% | +254+2.9% | Added |
| RMR Wealth Builders | 9,108 | $709.4K | 0.06% | 00.0% | Unchanged |
| Bollard Group LLC | 9,053 | $705.0K | 0.02% | 00.0% | Unchanged |
| Kestra Advisory Services, LLC | 9,013 | $702.0K | 0.00% | +600+7.1% | Added |
| Steward Partners Investment Advisory, LLC | 8,923 | $695.0K | 0.01% | −483−5.1% | Reduced |
| Fluent Financial, LLC | 8,841 | $688.6K | 0.28% | +1,672+23.3% | Added |
| CIBC Asset Management Inc | 8,828 | $687.6K | 0.00% | +57+0.6% | Added |
| B. Metzler seel. Sohn & Co. AG | 8,761 | $682.4K | 0.01% | −1,480−14.5% | Reduced |
| CSM Advisors, LLC | 8,720 | $679.0K | 0.02% | +8,720 | New |
| Integrated Wealth Concepts LLC | 8,599 | $669.9K | 0.01% | +986+13.0% | Added |
| Oppenheimer Asset Management Inc. | 8,582 | $668.5K | 0.01% | −468−5.2% | Reduced |
| Eqis Capital Management, Inc. | 8,576 | $668.0K | 0.05% | +373+4.5% | Added |
| Kornitzer Capital Management Inc | 8,575 | $667.9K | 0.01% | −60−0.7% | Reduced |
| State of Wyoming | 8,559 | $666.7K | 0.08% | +1,745+25.6% | Added |
| Plato Investment Management Ltd | 8,587 | $666.4K | 0.05% | +6+0.1% | Added |
| Prairie Wealth Advisors, Inc. | 8,534 | $664.7K | 0.28% | +165+2.0% | Added |
| Envestnet Portfolio Solutions, Inc. | 8,510 | $662.8K | 0.00% | +4,378+106.0% | Added |
| Bokf, NA | 8,470 | $659.7K | 0.01% | −20.0% | Reduced |
| Atria Investments LLC | 8,455 | $658.6K | 0.01% | +449+5.6% | Added |
| Atom Investors LP | 8,444 | $657.7K | 0.06% | +8,444 | New |
| CIBC World Markets Corp | 8,432 | $656.8K | 0.00% | −761−8.3% | Reduced |
| Forum Financial Management, LP | 8,422 | $656.0K | 0.01% | −185−2.1% | Reduced |
| Shelton Capital Management | 8,366 | $651.6K | 0.01% | −67−0.8% | Reduced |
| Vestcor Inc | 8,334 | $649.0K | 0.02% | −6,064−42.1% | Reduced |
| Catalytic Wealth RIA, LLC | 8,305 | $646.9K | 0.05% | +8,305 | New |
| Farther Finance Advisors, LLC | 8,089 | $629.6K | 0.01% | +3,262+67.6% | Added |
| Beck Capital Management, LLC | 7,982 | $621.7K | 0.16% | −674−7.8% | Reduced |