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 |
|---|---|---|---|---|---|
| iA Global Asset Management Inc. | 7,872 | $613.0K | 0.01% | +160+2.1% | Added |
| Tokio Marine Asset Management Co Ltd | 7,834 | $610.2K | 0.02% | +326+4.3% | Added |
| Leigh Baldwin & Co., LLC | 5,196 | $606.2K | 0.40% | +5,196 | New |
| Garde Capital, Inc. | 7,770 | $605.2K | 0.03% | −366−4.5% | Reduced |
| Summit Financial, LLC | 7,704 | $600.1K | 0.01% | +7,704 | New |
| Allworth Financial LP | 7,703 | $600.0K | 0.00% | +6,854+807.3% | Added |
| Susquehanna Fundamental Investments, LLC | 7,657 | $596.4K | 0.02% | −19,025−71.3% | Reduced |
| Gilbert & Cook, Inc. | 7,650 | $595.9K | 0.08% | +171+2.3% | Added |
| Brighton Jones LLC | 7,584 | $590.7K | 0.02% | +5+0.1% | Added |
| BCS Private Wealth Management, Inc. | 7,390 | $576.0K | 0.22% | +7,390 | New |
| Qtron Investments LLC | 7,332 | $571.1K | 0.07% | +4,532+161.9% | Added |
| Independent Financial Group, LLC | 7,296 | $568.3K | 0.02% | +77+1.1% | Added |
| DGS Capital Management, LLC | 7,291 | $567.9K | 0.12% | +2,379+48.4% | Added |
| Wealthspire Advisors, LLC | 7,275 | $566.7K | 0.00% | +696+10.6% | Added |
| Freestone Capital Holdings, LLC | 7,193 | $560.3K | 0.02% | −14,737−67.2% | Reduced |
| Bennett Selby Investments LP | 7,075 | $551.1K | 0.20% | +1,082+18.1% | Added |
| Unique Wealth Strategies, LLC | 7,013 | $546.2K | 0.23% | +7,013 | New |
| Prudential PLC | 6,965 | $542.5K | 0.00% | +4,043+138.4% | Added |
| Baader Bank INC | 7,274 | $541.7K | 0.05% | +729+11.1% | Added |
| RSM US Wealth Management LLC | 6,843 | $533.0K | 0.01% | −198−2.8% | Reduced |
| Atomi Financial Group, Inc. | 6,819 | $531.2K | 0.02% | −334−4.7% | Reduced |
| Cresset Asset Management, LLC | 6,813 | $530.7K | 0.00% | −3,509−34.0% | Reduced |
| Truist Financial Corp | 6,655 | $518.4K | 0.00% | +279+4.4% | Added |
| Fairvoy Private Wealth, LLC | 6,637 | $517.0K | 0.13% | −685−9.4% | Reduced |
| Vontobel Holding Ltd. | 6,635 | $516.8K | 0.00% | −915−12.1% | Reduced |
| Comprehensive Financial Management LLC | 6,593 | $513.5K | 0.01% | 00.0% | Unchanged |
| Essex Financial Services, Inc. | 6,499 | $506.2K | 0.03% | −60−0.9% | Reduced |
| Rathbone Brothers plc | 6,472 | $504.1K | 0.00% | −39,468−85.9% | Reduced |
| Motley Fool Asset Management LLC | 6,448 | $502.2K | 0.02% | +673+11.7% | Added |
| Banque Cantonale Vaudoise | 6,414 | $500.0K | 0.02% | −51−0.8% | Reduced |
| ASR Vermogensbeheer N.V. | 6,393 | $497.9K | 0.01% | −30−0.5% | Reduced |
| APG Asset Management US Inc. | 6,389 | $494.3K | 0.00% | 00.0% | Unchanged |
| Financial Advocates Investment Management | 6,344 | $494.1K | 0.04% | −487−7.1% | Reduced |
| J2 Capital Management Inc | 6,232 | $485.4K | 0.39% | +1,897+43.8% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 6,013 | $468.4K | 0.02% | −9,782−61.9% | Reduced |
| APG Asset Management N.V. | 7,033 | $466.7K | 0.00% | −194−2.7% | Reduced |
| Western Wealth Management, LLC | 5,912 | $460.5K | 0.03% | +25+0.4% | Added |
| Citizens Financial Group Inc | 5,860 | $456.4K | 0.01% | −55−0.9% | Reduced |
| Navellier & Associates Inc | 5,853 | $455.9K | 0.06% | −44−0.7% | Reduced |
| Everence Capital Management Inc | 5,800 | $452.0K | 0.03% | 00.0% | Unchanged |
| Fifth Third Wealth Advisors LLC | 5,799 | $451.7K | 0.02% | +3+0.1% | Added |
| Pallas Capital Advisors LLC | 5,697 | $443.7K | 0.02% | −260−4.4% | Reduced |
| Palogic Value Management, L.P. | 5,687 | $443.0K | 0.19% | +249+4.6% | Added |
| Impact Partnership Wealth, LLC | 5,675 | $442.0K | 0.08% | +737+14.9% | Added |
| Csenge Advisory Group | 4,932 | $437.0K | 0.02% | +236+5.0% | Added |
| Vise Technologies, Inc. | 5,601 | $436.3K | 0.02% | +5,601 | New |
| Burns Matteson Capital Management, LLC | 5,517 | $429.7K | 0.21% | −245−4.3% | Reduced |
| Snowden Capital Advisors LLC | 5,481 | $426.9K | 0.01% | −525−8.7% | Reduced |
| First Citizens Bank & Trust Co | 5,478 | $426.7K | 0.01% | +5,478 | New |
| Kentucky Retirement Systems Insurance Trust Fund | 5,451 | $424.6K | 0.03% | −377−6.5% | Reduced |
| Wahed Invest LLC | 5,435 | $423.3K | 0.06% | +308+6.0% | Added |
| Centaurus Financial, Inc. | 5,398 | $420.0K | 0.02% | +136+2.6% | Added |
| The PNC Financial Services Group, Inc. | 5,317 | $414.1K | 0.00% | −1,571−22.8% | Reduced |
| Optas, LLC | 5,294 | $412.4K | 0.08% | +2,206+71.4% | Added |
| Americana Partners, LLC | 5,291 | $412.1K | 0.01% | −321−5.7% | Reduced |
| GraniteShares Advisors LLC | 5,274 | $410.8K | 0.25% | +5,274 | New |
| Kingswood Wealth Advisors, LLC | 5,257 | $409.5K | 0.03% | −58−1.1% | Reduced |
| Prakash Investment Advisors LLC | 5,000 | $407.0K | 0.45% | 00.0% | Unchanged |
| Leuthold Group, LLC | 5,188 | $404.1K | 0.05% | 00.0% | Unchanged |
| Audent Global Asset Management, LLC | 5,151 | $401.2K | 0.29% | −207−3.9% | Reduced |
| Aaron Wealth Advisors | 5,142 | $400.5K | 0.04% | −241−4.5% | Reduced |
| Cassaday & Co Wealth Management LLC | 5,133 | $400.0K | 0.01% | 00.0% | Unchanged |
| Legacy Financial Advisors, Inc. | 5,119 | $398.7K | 0.06% | +52+1.0% | Added |
| Prospera Financial Services Inc | 5,119 | $398.7K | 0.01% | +124+2.5% | Added |
| Obermeyer Wood Investment Counsel, LLLP | 5,000 | $389.4K | 0.02% | 00.0% | Unchanged |
| International Assets Investment Management, LLC | 4,968 | $387.0K | 0.03% | +4+0.1% | Added |
| Marex Group plc | 4,960 | $386.3K | 0.01% | −4,855−49.5% | Reduced |
| Jackson Creek Investment Advisors LLC | 4,857 | $378.0K | 0.10% | −114−2.3% | Reduced |
| Occudo Quantitative Strategies LP | 4,837 | $376.8K | 0.04% | +4,837 | New |
| Intellectus Partners, LLC | 4,827 | $376.0K | 0.08% | −1,000−17.2% | Reduced |
| Flagship Harbor Advisors, LLC | 4,812 | $374.8K | 0.02% | −152−3.1% | Reduced |
| DMG Group, LLC | 4,719 | $367.6K | 0.29% | −278−5.6% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 4,663 | $363.2K | 0.00% | +3,284+238.1% | Added |
| Synergy Financial Group, LTD | 4,648 | $362.0K | 0.27% | −188−3.9% | Reduced |
| Independent Advisor Alliance | 4,631 | $360.7K | 0.01% | −639−12.1% | Reduced |
| Pingora Partners LLC | 4,600 | $358.3K | 0.27% | 00.0% | Unchanged |
| Essex LLC | 4,583 | $357.0K | 0.07% | −1,355−22.8% | Reduced |
| US Bancorp | 4,575 | $356.3K | 0.00% | −73−1.6% | Reduced |
| Chilton Investment Co LLC | 4,540 | $353.6K | 0.01% | 00.0% | Unchanged |
| Squarepoint Ops LLC | 4,531 | $352.9K | 0.00% | −260,352−98.3% | Reduced |
| Sandbox Financial Partners, LLC | 4,494 | $350.0K | 0.11% | +4,494 | New |
| Patten & Patten Inc | 4,469 | $348.1K | 0.02% | −1,080−19.5% | Reduced |
| Griffin Asset Management, Inc. | 4,450 | $346.6K | 0.04% | 00.0% | Unchanged |
| Ossiam | 4,449 | $346.5K | 0.00% | 00.0% | Unchanged |
| Philip James Wealth Mangement, LLC | 4,398 | $342.6K | 0.04% | −72−1.6% | Reduced |
| Truvestments Capital LLC | 4,382 | $341.3K | 0.07% | +325+8.0% | Added |
| Alps Advisors Inc | 4,363 | $339.8K | 0.00% | +53+1.2% | Added |
| Journey Strategic Wealth LLC | 4,330 | $337.3K | 0.01% | −775−15.2% | Reduced |
| Chicago Partners Investment Group LLC | 4,135 | $336.6K | 0.01% | +1,154+38.7% | Added |
| Rehmann Capital Advisory Group | 4,316 | $336.2K | 0.02% | −1,244−22.4% | Reduced |
| Aspen Investment Management Inc | 4,133 | $322.0K | 0.14% | +435+11.8% | Added |
| Strategic Investment Advisors | 4,099 | $319.3K | 0.03% | +4,099 | New |
| National Bank of Canada | 4,036 | $314.0K | 0.00% | −7,299−64.4% | Reduced |
| TFB Advisors LLC | 4,030 | $313.9K | 0.08% | +479+13.5% | Added |
| Camden Capital, LLC | 4,025 | $313.5K | 0.03% | −243−5.7% | Reduced |
| Arista Wealth Management, LLC | 4,000 | $311.6K | 0.04% | +4,000 | New |
| Wealthfront Advisers LLC | 3,983 | $310.2K | 0.00% | +297+8.1% | Added |
| Lingohr & Partner Asset Management GmbH | 3,955 | $308.0K | 0.56% | −80,706−95.3% | Reduced |
| United Advisor Group, LLC | 3,944 | $307.2K | 0.05% | +61+1.6% | Added |
| Pinnacle Associates Ltd | 3,913 | $304.8K | 0.00% | +665+20.5% | Added |