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 |
|---|---|---|---|---|---|
| Woodline Partners LP | 3,912 | $304.7K | 0.00% | +3,912 | New |
| Kovitz Investment Group Partners, LLC | 3,907 | $304.3K | 0.00% | −640−14.1% | Reduced |
| Kera Capital Partners, Inc. | 3,868 | $301.3K | 0.06% | +261+7.2% | Added |
| Narus Financial Partners, LLC | 3,836 | $298.8K | 0.09% | +3,836 | New |
| Versant Capital Management, Inc | 3,789 | $295.1K | 0.04% | −817−17.7% | Reduced |
| Sunbelt Securities, Inc. | 3,247 | $292.0K | 0.03% | +268+9.0% | Added |
| Ostrum Asset Management | 3,738 | $291.2K | 0.01% | −107−2.8% | Reduced |
| Frontier Capital Management Co LLC | 3,716 | $289.4K | 0.00% | −39,834−91.5% | Reduced |
| Beacon Pointe Advisors, LLC | 3,591 | $279.7K | 0.00% | +3,591 | New |
| Pensionmark Financial Group, LLC | 3,570 | $278.1K | 0.01% | −911−20.3% | Reduced |
| Skopos Labs, Inc. | 3,540 | $275.7K | 0.04% | +2,838+404.3% | Added |
| Burton Enright Welch | 3,507 | $273.2K | 0.05% | +6+0.2% | Added |
| Sterling Capital Management LLC | 3,496 | $272.3K | 0.00% | +2,824+420.2% | Added |
| Natixis | 3,489 | $271.8K | 0.00% | +3,489 | New |
| RFG Advisory, LLC | 3,466 | $270.0K | 0.01% | +100+3.0% | Added |
| Exchange Traded Concepts, LLC | 3,437 | $267.7K | 0.00% | +590+20.7% | Added |
| Ballentine Partners, LLC | 3,431 | $267.2K | 0.00% | +169+5.2% | Added |
| Coldstream Capital Management Inc | 3,424 | $266.7K | 0.00% | +409+13.6% | Added |
| GAMMA Investing LLC | 3,418 | $266.2K | 0.02% | −101−2.9% | Reduced |
| Tower Research Capital LLC (TRC) | 3,415 | $266.0K | 0.01% | −3,450−50.3% | Reduced |
| Dorsey & Whitney Trust CO LLC | 3,410 | $265.6K | 0.01% | +11+0.3% | Added |
| UniSuper Management Pty Ltd | 3,400 | $264.8K | 0.00% | −500−12.8% | Reduced |
| Cambria Investment Management, L.P. | 3,373 | $262.7K | 0.02% | 00.0% | Unchanged |
| We Are One Seven, LLC | 3,352 | $261.1K | 0.01% | +672+25.1% | Added |
| Arcus Capital Partners, LLC | 3,346 | $260.6K | 0.11% | +3,346 | New |
| Holocene Advisors, LP | 3,341 | $260.2K | 0.00% | +3,341 | New |
| Knollwood Investment Advisory, LLC | 3,301 | $257.1K | 0.02% | 00.0% | Unchanged |
| Versor Investments LP | 3,300 | $257.0K | 0.05% | +3,300 | New |
| Kapstone Financial Advisors LLC | 3,285 | $255.9K | 0.13% | +3,285 | New |
| Stephens Inc | 3,262 | $254.1K | 0.00% | −213−6.1% | Reduced |
| 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 |
| Resources Investment Advisors, LLC. | 3,203 | $249.5K | 0.00% | +143+4.7% | Added |
| Inscription Capital, LLC | 3,181 | $247.8K | 0.04% | +3,181 | New |
| Total Wealth Planning & Management, Inc. | 3,170 | $246.9K | 0.21% | +146+4.8% | Added |
| PFG Investments, LLC | 3,159 | $246.1K | 0.01% | −107−3.3% | Reduced |
| V-Square Quantitative Management LLC | 3,142 | $244.7K | 0.03% | −48−1.5% | Reduced |
| Miracle Mile Advisors, LLC | 3,121 | $243.1K | 0.00% | +95+3.1% | Added |
| Savvy Advisors, Inc. | 3,090 | $240.7K | 0.02% | +157+5.4% | Added |
| Callan Family Office, LLC | 3,086 | $240.4K | 0.01% | +3,086 | New |
| Cordatus Wealth Management LLC | 3,071 | $239.0K | 0.06% | −26−0.8% | Reduced |
| Claret Asset Management Corp | 3,042 | $237.0K | 0.03% | −826−21.4% | Reduced |
| Atria Wealth Solutions, Inc. | 3,001 | $235.9K | 0.01% | −6,326−67.8% | Reduced |
| Garden State Investment Advisory Services LLC | 3,028 | $235.9K | 0.06% | +42+1.4% | Added |
| U.S. Capital Wealth Advisors, LLC | 3,011 | $234.5K | 0.01% | −11,902−79.8% | Reduced |
| Mitchell McLeod Pugh & Williams Inc | 2,991 | $233.0K | 0.04% | 00.0% | Unchanged |
| AE Wealth Management LLC | 2,939 | $228.9K | 0.00% | +2,939 | New |
| Axxcess Wealth Management, LLC | 2,887 | $224.9K | 0.01% | 00.0% | Unchanged |
| Real Talk Capital, LLC | 2,884 | $224.6K | 0.27% | +75+2.7% | Added |
| CAP Partners, LLC | 2,873 | $223.8K | 0.14% | −12−0.4% | Reduced |
| Concurrent Investment Advisors, LLC | 2,864 | $223.1K | 0.00% | −4,732−62.3% | Reduced |
| Jane Street Group, LLC | 2,862 | $222.9K | 0.00% | −17,327−85.8% | Reduced |
| Siemens Fonds Invest GmbH | 2,803 | $218.3K | 0.01% | +467+20.0% | Added |
| Moors & Cabot, Inc. | 2,780 | $216.5K | 0.01% | +150+5.7% | Added |
| Gallacher Capital Management LLC | 2,767 | $215.5K | 0.10% | −2,570−48.2% | Reduced |
| United Capital Financial Advisers, LLC | 2,725 | $212.3K | 0.00% | −125−4.4% | Reduced |
| Optimize Financial Inc | 2,708 | $210.9K | 0.13% | −18−0.7% | Reduced |
| Parallel Advisors, LLC | 2,705 | $210.7K | 0.00% | −2,059−43.2% | Reduced |
| National Asset Management, Inc. | 2,701 | $210.4K | 0.01% | −649−19.4% | Reduced |
| Global Retirement Partners, LLC | 2,673 | $208.2K | 0.01% | +2,673 | New |
| Warren Averett Asset Management, LLC | 2,662 | $207.3K | 0.00% | +2+0.1% | Added |
| Covestor Ltd | 2,655 | $207.0K | 0.12% | −128−4.6% | Reduced |
| HighPoint Advisor Group LLC | 2,654 | $206.7K | 0.01% | −20−0.7% | Reduced |
| Hedges Asset Management LLC | 2,650 | $206.4K | 0.17% | +2,650 | New |
| 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 |
| SPC Financial, Inc. | 2,625 | $204.5K | 0.02% | 00.0% | Unchanged |
| Efficient Advisors, LLC | 2,612 | $203.4K | 0.01% | +2,612 | New |
| Ritholtz Wealth Management | 2,588 | $201.6K | 0.00% | −1,338−34.1% | Reduced |
| Valeo Financial Advisors, LLC | 2,572 | $200.4K | 0.00% | −572−18.2% | Reduced |
| Geneos Wealth Management Inc. | 2,415 | $188.1K | 0.00% | +536+28.5% | Added |
| IFP Advisors, Inc | 1,482 | $184.0K | 0.01% | −1,254−45.8% | Reduced |
| Bank Julius Baer & Co. Ltd, Zurich | 2,311 | $180.0K | 0.00% | −456−16.5% | Reduced |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 2,145 | $167.1K | 0.02% | +225+11.7% | Added |
| Smartleaf Asset Management LLC | 2,169 | $165.9K | 0.01% | +165+8.2% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 2,105 | $164.0K | 0.00% | +913+76.6% | Added |
| Rossby Financial, LCC | 2,005 | $156.2K | 0.06% | −79−3.8% | Reduced |
| Umb Bank N A | 1,800 | $140.2K | 0.00% | −195−9.8% | Reduced |
| Global Trust Asset Management, LLC | 1,780 | $138.6K | 0.07% | 00.0% | Unchanged |
| Icon Wealth Advisors, LLC | 1,771 | $137.9K | 0.01% | 00.0% | Unchanged |
| Ridgewood Investments LLC | 1,722 | $134.1K | 0.06% | −2,001−53.7% | Reduced |
| St Germain D J Co Inc | 1,705 | $132.8K | 0.01% | +1,705 | New |
| Clearstead Advisors, LLC | 1,670 | $130.1K | 0.00% | +470+39.2% | Added |
| Employees Retirement System of Texas | 1,657 | $129.0K | 0.00% | +1,657 | New |
| Quest Partners LLC | 1,654 | $128.8K | 0.01% | +1,654 | New |
| Canada Pension Plan Investment Board | 1,600 | $124.6K | 0.00% | +1,600 | New |
| FNY Investment Advisers, LLC | 1,541 | $120.0K | 0.05% | +1,541 | New |
| CoreCap Advisors, LLC | 1,508 | $117.5K | 0.00% | +52+3.6% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 1,500 | $116.8K | 0.01% | 00.0% | Unchanged |
| Horizon Investments, LLC | 1,443 | $112.4K | 0.00% | +73+5.3% | Added |
| Cohen & Steers, Inc. | 1,400 | $109.0K | 0.00% | 00.0% | Unchanged |
| Whipplewood Advisors, LLC | 1,300 | $101.3K | 0.06% | +1,300 | New |
| Hennessy Advisors Inc | 1,278 | $99.5K | 0.00% | +1,278 | New |
| Signaturefd, LLC | 1,259 | $98.1K | 0.00% | −305−19.5% | Reduced |
| Archer Investment Corp | 1,250 | $97.4K | 0.02% | 00.0% | Unchanged |
| Fifth Third Bancorp | 1,234 | $96.1K | 0.00% | −157−11.3% | Reduced |
| Financial Perspectives, Inc | 1,178 | $91.8K | 0.03% | +212+21.9% | Added |
| Whittier Trust Co of Nevada Inc | 1,134 | $88.3K | 0.00% | −13−1.1% | Reduced |
| Reyes Financial Architecture, Inc. | 1,133 | $88.2K | 0.08% | −1,016−47.3% | Reduced |
| Ronald Blue Trust, Inc. | 1,096 | $85.4K | 0.00% | −32−2.8% | Reduced |