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Livermore
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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.

Institutional holdersQ2 2025: 782 institutions
Q1 2021: 970 institutionsQ2 2021: 1,028 institutionsQ3 2021: 1,043 institutionsQ4 2021: 1,010 institutionsQ1 2022: 936 institutionsQ2 2022: 793 institutionsQ3 2022: 738 institutionsQ4 2022: 737 institutionsQ1 2023: 728 institutionsQ2 2023: 712 institutionsQ3 2023: 665 institutionsQ4 2023: 708 institutionsQ1 2024: 686 institutionsQ2 2024: 669 institutionsQ3 2024: 695 institutionsQ4 2024: 819 institutionsQ1 2025: 810 institutionsQ2 2025: 782 institutionsQ3 2025: 816 institutionsQ4 2025: 791 institutionsQ1 2026: 709 institutionsQ2 2026: 674 institutions
Value heldQ2 2025: $13.7B
Q1 2021: $28.7BQ2 2021: $41.7BQ3 2021: $39.2BQ4 2021: $23.0BQ1 2022: $16.5BQ2 2022: $8.86BQ3 2022: $8.32BQ4 2022: $8.69BQ1 2023: $9.15BQ2 2023: $8.15BQ3 2023: $6.37BQ4 2023: $9.38BQ1 2024: $9.60BQ2 2024: $8.62BQ3 2024: $10.1BQ4 2024: $15.9BQ1 2025: $14.1BQ2 2025: $13.7BQ3 2025: $12.2BQ4 2025: $11.6BQ1 2026: $8.50BQ2 2026: $7.87B
Institutions holding DOCU and their total value by quarter
QuarterHoldersValue
Q2 2026674$7.87B
Q1 2026709$8.50B
Q4 2025791$11.6B
Q3 2025816$12.2B
Q2 2025782$13.7B
Q1 2025810$14.1B
Q4 2024819$15.9B
Q3 2024695$10.1B
Q2 2024669$8.62B
Q1 2024686$9.60B
Q4 2023708$9.38B
Q3 2023665$6.37B
Q2 2023712$8.15B
Q1 2023728$9.15B
Q4 2022737$8.69B
Q3 2022738$8.32B
Q2 2022793$8.86B
Q1 2022936$16.5B
Q4 20211,010$23.0B
Q3 20211,043$39.2B
Q2 20211,028$41.7B
Q1 2021970$28.7B

Institutions, Q2 2025

Shares, value and share of portfolio for each institution holding DocuSign, Inc.; share changes are against Q1 2025.

Institutions holding DOCU in Q2 2025
InstitutionSharesValue% of portfolioChange in sharesAction
ORG Partners LLC71$5.49K0.00%+71New
High Note Wealth, LLC57$4.44K0.00%−4−6.6%Reduced
Bare Financial Services, Inc57$4.44K0.00%+40+235.3%Added
Bartlett & Co. Wealth Management LLC55$4.28K0.00%−32−36.8%Reduced
Marshall & Sterling Wealth Advisors Inc.55$4.28K0.00%+35+175.0%Added
Capital Analysts, LLC47$4.00K0.00%00.0%Unchanged
Westside Investment Management, Inc.50$3.90K0.00%00.0%Unchanged
BFSG, LLC50$3.90K0.00%00.0%Unchanged
Eq Wealth Advisors, LLC50$3.90K0.00%00.0%Unchanged
Asset Planning,Inc50$3.90K0.00%00.0%Unchanged
Quest 10 Wealth Builders, Inc.50$3.90K0.00%+50New
Creekmur Asset Management LLC47$3.66K0.00%00.0%Unchanged
Asset Dedication, LLC47$3.66K0.00%+27+135.0%Added
GHP Investment Advisors, Inc.44$3.43K0.00%00.0%Unchanged
Gleason Group, Inc.42$3.27K0.00%00.0%Unchanged
Webster Bank, N. A.36$2.80K0.00%+36New
Mark Sheptoff Financial Planning, LLC35$2.73K0.00%−265−88.3%Reduced
JFS Wealth Advisors, LLC31$2.42K0.00%+7+29.2%Added
Anfield Capital Management, LLC30$2.34K0.00%00.0%Unchanged
Atlantic Trust, LLC29$2.26K0.00%−1−3.3%Reduced
YANKCOM Partnership28$2.18K0.00%00.0%Unchanged
Trifecta Capital Advisors, LLC28$2.18K0.00%+28New
Park Place Capital Corp27$2.09K0.00%00.0%Unchanged
Avion Wealth26$2.00K0.00%−461−94.7%Reduced
Picton Mahoney Asset Management20$2.00K0.00%00.0%Unchanged
MV Capital Management, Inc.25$1.95K0.00%+3+13.6%Added
Anchor Investment Management, LLC25$1.95K0.00%00.0%Unchanged
Cornerstone Planning Group LLC25$1.85K0.00%−1−3.8%Reduced
Sachetta, LLC22$1.71K0.00%00.0%Unchanged
CNB Bank21$1.64K0.00%00.0%Unchanged
Raffa Wealth Management, LLC20$1.56K0.00%00.0%Unchanged
Global Wealth Strategies & Associates20$1.56K0.00%00.0%Unchanged
Family Legacy Financial Solutions, LLC20$1.56K0.00%+20New
Cromwell Holdings LLC19$1.48K0.00%+7+58.3%Added
Fortitude Family Office, LLC19$1.48K0.00%+19New
Kilter Group LLC18$1.40K0.00%+18New
Solstein Capital, LLC18$1.40K0.00%00.0%Unchanged
Holos Integrated Wealth LLC18$1.25K0.00%00.0%Unchanged
N.E.W. Advisory Services LLC15$1.17K0.00%00.0%Unchanged
Valued Wealth Advisors LLC13$1.01K0.00%00.0%Unchanged
Principia Wealth Advisory, LLC13$1.01K0.00%+3+30.0%Added
NBC Securities, Inc.16$1.00K0.00%−50−75.8%Reduced
Winthrop Capital Management, LLC18$1.00K0.00%00.0%Unchanged
CX Institutional10$1.00K0.00%+10New
Financial Network Wealth Advisors LLC12$9350.00%00.0%Unchanged
DiNuzzo Private Wealth, Inc.12$9350.00%+5+71.4%Added
SJS Investment Consulting Inc.11$8580.00%−2−15.4%Reduced
ORG Wealth Partners, LLC11$8500.00%00.0%Unchanged
Beacon Capital Management, LLC10$7790.00%−15−60.0%Reduced
Curio Wealth, LLC10$7790.00%+9+900.0%Added
St. Johns Investment Management Company, LLC10$7790.00%00.0%Unchanged
MB, Levis & Associates, LLC10$7790.00%00.0%Unchanged
Atlantic Union Bankshares Corp10$7790.00%+10New
Rialto Wealth Management, LLC10$7790.00%+10New
Tortoise Investment Management, LLC9$7010.00%+9New
Hughes Financial Services, LLC9$6760.00%−13−59.1%Reduced
Glass Jacobson Investment Advisors llc8$6240.00%00.0%Unchanged
Sound Income Strategies, LLC8$6230.00%00.0%Unchanged
PayPay Securities Corp8$6230.03%+1+14.3%Added
American Capital Advisory, LLC7$5460.00%+7New
Key Financial Inc7$5450.00%00.0%Unchanged
Sittner & Nelson, LLC7$5450.00%00.0%Unchanged
DecisionPoint Financial, LLC7$5420.00%+7New
AdvisorNet Financial, Inc6$4670.00%+2+50.0%Added
Dunhill Financial, LLC5$4570.00%+5New
Bear Mountain Capital, Inc.5$3970.00%00.0%Unchanged
Parkworth Wealth Management, Inc.5$3890.00%+3+150.0%Added
HFM Investment Advisors, LLC5$3890.00%+3+150.0%Added
Manchester Capital Management LLC4$3120.00%00.0%Unchanged
Crewe Advisors LLC4$3120.00%00.0%Unchanged
Stephens Consulting, LLC3$2340.00%−197−98.5%Reduced
Evelyn Partners Investment Management LLP3$2340.00%00.0%Unchanged
Quaker Wealth Management, LLC3$2340.00%+3New
Bay Harbor Wealth Management, LLC3$2330.00%+1+50.0%Added
Hurley Capital, LLC2$1560.00%−50−96.2%Reduced
Private Wealth Asset Management, LLC2$1560.00%00.0%Unchanged
DHJJ Financial Advisors, Ltd.1$780.00%00.0%Unchanged
NBT Bank N A1$780.00%00.0%Unchanged
Core Alternative Capital1$780.00%00.0%Unchanged
Pineridge Advisors LLC1$780.00%00.0%Unchanged
TFC Financial Management1$780.00%+1New
Migdal Insurance & Financial Holdings Ltd.5$00.00%+5New
Activest Wealth Management0$00.00%−2−100.0%Sold out
Andra AP-fonden0$00.00%−379,700−100.0%Sold out
Driehaus Capital Management LLC0$00.00%−287,428−100.0%Sold out
Corebridge Financial, Inc.0$00.00%−225,342−100.0%Sold out
Castleark Management LLC0$00.00%−198,840−100.0%Sold out
Qube Research & Technologies Ltd0$00.00%−162,548−100.0%Sold out
PGGM Investments0$00.00%−121,162−100.0%Sold out
Sierra Summit Advisors LLC0$00.00%−116,078−100.0%Sold out
CIBC World Markets Inc.0$00.00%−105,792−100.0%Sold out
Polar Capital Holdings Plc0$00.00%−88,881−100.0%Sold out
NWK Group, Inc.0$00.00%−63,990−100.0%Sold out
Contrarius Group Holdings Ltd0$00.00%−47,538−100.0%Sold out
CloudAlpha Capital Management Limited/Hong Kong0$00.00%−46,117−100.0%Sold out
Consolidated Planning Corp0$00.00%−39,453−100.0%Sold out
Westwood Holdings Group Inc.0$00.00%−24,361−100.0%Sold out
Horizon Investment Services, LLC0$00.00%−24,024−100.0%Sold out
Strategic Global Advisors, LLC0$00.00%−21,801−100.0%Sold out
Axq Capital, LP0$00.00%−20,449−100.0%Sold out