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 8 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 |
|---|---|---|---|---|---|
| Penserra Capital Management LLC | 1,084 | $84.0K | 0.00% | +1,084 | New |
| EverSource Wealth Advisors, LLC | 1,068 | $83.2K | 0.00% | +45+4.4% | Added |
| Ci Investments Inc. | 1,072 | $83.0K | 0.00% | −45−4.0% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 1,042 | $81.2K | 0.00% | +92+9.7% | Added |
| Rakuten Securities, Inc. | 973 | $75.8K | 0.03% | +917+1,637.5% | Added |
| Innovative Advisory Group, LLC | 900 | $70.1K | 0.06% | −176−16.4% | Reduced |
| Sumitomo Mitsui Financial Group, Inc. | 911 | $69.7K | 0.00% | +911 | New |
| Cullen/Frost Bankers, Inc. | 857 | $66.8K | 0.00% | −121−12.4% | Reduced |
| SRS Capital Advisors, Inc. | 824 | $66.5K | 0.00% | −13−1.6% | Reduced |
| Hantz Financial Services, Inc. | 848 | $66.0K | 0.00% | +437+106.3% | Added |
| City State Bank | 845 | $65.8K | 0.02% | −50−5.6% | Reduced |
| Bryn Mawr Trust Co | 819 | $63.8K | 0.00% | 00.0% | Unchanged |
| Optimum Investment Advisors | 815 | $63.5K | 0.03% | +100+14.0% | Added |
| Whittier Trust Co | 808 | $62.9K | 0.00% | +93+13.0% | Added |
| C M Bidwell & Associates Ltd | 767 | $59.7K | 0.03% | −53−6.5% | Reduced |
| Harbour Investments, Inc. | 713 | $55.5K | 0.00% | −68−8.7% | Reduced |
| Private Trust Co NA | 688 | $53.6K | 0.01% | +11+1.6% | Added |
| GeoWealth Management, LLC | 676 | $52.7K | 0.00% | −4,738−87.5% | Reduced |
| Massmutual Trust Co FSB | 595 | $46.3K | 0.00% | +142+31.3% | Added |
| First Horizon Advisors, Inc. | 590 | $46.0K | 0.00% | +193+48.6% | Added |
| Capital Advisors, Ltd. LLC | 563 | $44.0K | 0.01% | 00.0% | Unchanged |
| Silvant Capital Management LLC | 535 | $41.7K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 523 | $41.0K | 0.00% | −79−13.1% | Reduced |
| Itau Unibanco Holding S.A. | 520 | $40.5K | 0.00% | +7+1.4% | Added |
| North Capital, Inc. | 516 | $40.2K | 0.03% | 00.0% | Unchanged |
| Caz Investments LP | 500 | $38.9K | 0.22% | 00.0% | Unchanged |
| Twin Peaks Wealth Advisors, LLC | 554 | $37.7K | 0.01% | +554 | New |
| WPG Advisers, LLC | 475 | $37.0K | 0.03% | −10−2.1% | Reduced |
| Huntington National Bank | 468 | $36.5K | 0.00% | −87−15.7% | Reduced |
| McIlrath & Eck, LLC | 432 | $33.6K | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 429 | $33.4K | 0.01% | −34−7.3% | Reduced |
| Bank & Trust Co | 424 | $33.0K | 0.03% | 00.0% | Unchanged |
| Wood Tarver Financial Group, LLC | 422 | $32.0K | 0.01% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 406 | $31.6K | 0.00% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 390 | $30.2K | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 385 | $30.0K | 0.00% | −350−47.6% | Reduced |
| Spire Wealth Management | 372 | $29.0K | 0.00% | −832−69.1% | Reduced |
| South State Corp. | 369 | $28.7K | 0.00% | +74+25.1% | Added |
| CIBC Private Wealth Group, LLC | 361 | $28.1K | 0.00% | −1,290−78.1% | Reduced |
| Quarry LP | 355 | $27.7K | 0.01% | −166−31.9% | Reduced |
| Shell Asset Management Co | 351 | $27.0K | 0.00% | +351 | New |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 340 | $26.5K | 0.01% | 00.0% | Unchanged |
| Hemington Wealth Management | 346 | $26.0K | 0.00% | −1−0.3% | Reduced |
| Advisors Asset Management, Inc. | 312 | $24.3K | 0.00% | −10−3.1% | Reduced |
| Evolution Wealth Management Inc. | 306 | $23.8K | 0.03% | +306 | New |
| SWAN Capital LLC | 300 | $23.4K | 0.01% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 298 | $23.2K | 0.00% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 275 | $21.4K | 0.01% | 00.0% | Unchanged |
| Mount Yale Investment Advisors, LLC | 269 | $21.0K | 0.00% | +269 | New |
| Aster Capital Management (DIFC) Ltd | 264 | $20.6K | 0.00% | −7,194−96.5% | Reduced |
| Contravisory Investment Management, Inc. | 263 | $20.5K | 0.00% | 00.0% | Unchanged |
| Pacifica Partners Inc. | 265 | $20.3K | 0.01% | 00.0% | Unchanged |
| Putney Financial Group LLC | 254 | $19.8K | 0.02% | −255−50.1% | Reduced |
| Golden State Wealth Management, LLC | 252 | $19.6K | 0.00% | +183+265.2% | Added |
| Estabrook Capital Management | 250 | $19.5K | 0.00% | +250 | New |
| CVA Family Office, LLC | 241 | $18.8K | 0.00% | +18+8.1% | Added |
| Adirondack Trust Co | 235 | $18.3K | 0.01% | 00.0% | Unchanged |
| WealthCollab, LLC | 229 | $17.8K | 0.01% | −42−15.5% | Reduced |
| CarsonAllaria Wealth Management, Ltd. | 224 | $17.4K | 0.01% | −39−14.8% | Reduced |
| TD Private Client Wealth LLC | 218 | $17.0K | 0.00% | +11+5.3% | Added |
| NewSquare Capital LLC | 213 | $16.6K | 0.00% | −87−29.0% | Reduced |
| Medallion Wealth Advisors, LLC | 207 | $16.1K | 0.01% | 00.0% | Unchanged |
| Grove Bank & Trust | 202 | $15.7K | 0.00% | 00.0% | Unchanged |
| Strategic Investment Solutions, Inc. | 200 | $15.6K | 0.00% | −25−11.1% | Reduced |
| HM Payson & Co | 200 | $15.6K | 0.00% | 00.0% | Unchanged |
| Rocky Mountain Advisers, LLC | 200 | $15.6K | 0.00% | 00.0% | Unchanged |
| MPWM Advisory Solutions, LLC | 195 | $15.2K | 0.01% | −30−13.3% | Reduced |
| GPS Wealth Strategies Group, LLC | 195 | $15.2K | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 192 | $15.0K | 0.01% | +192 | New |
| Park Square Financial Group, LLC | 190 | $14.8K | 0.01% | +28+17.3% | Added |
| Main Street Group, LTD | 185 | $14.4K | 0.00% | 00.0% | Unchanged |
| GoalVest Advisory LLC | 181 | $14.1K | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 171 | $13.3K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 166 | $12.9K | 0.00% | +30+22.1% | Added |
| Financial Management Professionals, Inc. | 136 | $10.6K | 0.00% | +7+5.4% | Added |
| Close Asset Management Ltd | 125 | $10.0K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 126 | $9.81K | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 118 | $9.19K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 112 | $8.72K | 0.00% | −64−36.4% | Reduced |
| Richardson Financial Services Inc. | 111 | $8.59K | 0.01% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 108 | $8.41K | 0.00% | −111−50.7% | Reduced |
| PFS Partners, LLC | 105 | $8.18K | 0.00% | 00.0% | Unchanged |
| Vermillion & White Wealth Management Group, LLC | 104 | $8.10K | 0.01% | 00.0% | Unchanged |
| EMC Capital Management | 100 | $8.00K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 100 | $7.79K | 0.00% | 00.0% | Unchanged |
| Addison Advisors LLC | 100 | $7.79K | 0.00% | 00.0% | Unchanged |
| Graney & King, LLC | 100 | $7.79K | 0.01% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 99 | $7.71K | 0.00% | −30−23.3% | Reduced |
| Cary Street Partner Investment Advisory LLC | 93 | $7.24K | 0.00% | +17+22.4% | Added |
| Fourth Dimension Wealth, LLC | 91 | $7.09K | 0.00% | 00.0% | Unchanged |
| Hollencrest Capital Management | 90 | $7.01K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 92 | $7.00K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 87 | $6.78K | 0.00% | +20+29.9% | Added |
| Colonial Trust Co | 86 | $6.70K | 0.00% | +22+34.4% | Added |
| Arlington Trust Co LLC | 85 | $6.62K | 0.00% | 00.0% | Unchanged |
| Total Investment Management Inc | 78 | $6.08K | 0.00% | +78 | New |
| Valley National Advisers Inc | 87 | $6.00K | 0.00% | 00.0% | Unchanged |
| Tidemark, LLC | 75 | $5.84K | 0.00% | −4−5.1% | Reduced |
| True Wealth Design, LLC | 73 | $5.69K | 0.00% | +10+15.9% | Added |
| ZRC Wealth Management, LLC | 72 | $5.61K | 0.00% | 00.0% | Unchanged |