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, Q3 2025
Institutional positions in DocuSign, Inc. as of Sep 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
- 816
- +44 vs. Q2 2025
- Shares held
- 169.2M
- −4.81M (−2.8%) vs. Q2 2025
- Total value
- $12.2B
- −$1.34B (−9.9%) vs. Q2 2025
- New holders
- 131
- 273 more added
- Sold out
- 87
- 293 more reduced
10 institutions that held it in Q2 2025 haven't filed for Q3 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2025
Shares, value and share of portfolio for each institution holding DocuSign, Inc.; share changes are against Q2 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Graney & King, LLC | 100 | $7.21K | 0.00% | 00.0% | Unchanged |
| American National Bank | 100 | $7.21K | 0.00% | +100 | New |
| Bogart Wealth, LLC | 105 | $7.57K | 0.00% | +6+6.1% | Added |
| PFS Partners, LLC | 105 | $7.57K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 108 | $7.79K | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 118 | $8.51K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 126 | $9.08K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 132 | $9.52K | 0.00% | −63−32.3% | Reduced |
| Huntington National Bank | 133 | $9.59K | 0.00% | −335−71.6% | Reduced |
| Richardson Financial Services Inc. | 133 | $9.59K | 0.01% | +22+19.8% | Added |
| Financial Management Professionals, Inc. | 136 | $9.80K | 0.00% | 00.0% | Unchanged |
| Cary Street Partner Investment Advisory LLC | 137 | $9.88K | 0.00% | +44+47.3% | Added |
| Rothschild Investment LLC | 138 | $9.95K | 0.00% | +38+38.0% | Added |
| Addison Advisors LLC | 141 | $10.2K | 0.00% | +41+41.0% | Added |
| Ameritas Advisory Services, LLC | 143 | $10.3K | 0.00% | −13,569−99.0% | Reduced |
| Park Square Financial Group, LLC | 147 | $10.6K | 0.05% | −43−22.6% | Reduced |
| Pacifica Partners Inc. | 165 | $11.4K | 0.00% | −100−37.7% | Reduced |
| Root Financial Partners, LLC | 164 | $11.8K | 0.00% | +164 | New |
| LRI Investments, LLC | 171 | $12.3K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 172 | $12.4K | 0.00% | +6+3.6% | Added |
| Main Street Group, LTD | 175 | $12.6K | 0.00% | −10−5.4% | Reduced |
| Parkside Financial Bank & Trust | 177 | $12.8K | 0.00% | +65+58.0% | Added |
| Cullen/Frost Bankers, Inc. | 195 | $14.1K | 0.00% | −662−77.2% | Reduced |
| MPWM Advisory Solutions, LLC | 195 | $14.1K | 0.01% | 00.0% | Unchanged |
| HM Payson & Co | 200 | $14.4K | 0.00% | 00.0% | Unchanged |
| Strategic Investment Solutions, Inc. | 200 | $14.4K | 0.00% | 00.0% | Unchanged |
| Grove Bank & Trust | 202 | $14.6K | 0.00% | 00.0% | Unchanged |
| Cloud Capital Management, LLC | 214 | $15.0K | 0.01% | +214 | New |
| True Wealth Design, LLC | 211 | $15.2K | 0.00% | +138+189.0% | Added |
| Quent Capital, LLC | 216 | $15.6K | 0.00% | +216 | New |
| TD Private Client Wealth LLC | 217 | $15.6K | 0.00% | −1−0.5% | Reduced |
| CVA Family Office, LLC | 223 | $16.1K | 0.00% | −18−7.5% | Reduced |
| Raiffeisen Bank International AG | 199 | $16.3K | 0.00% | +199 | New |
| Adirondack Trust Co | 235 | $16.9K | 0.01% | 00.0% | Unchanged |
| Foster Dykema Cabot & Partners, LLC | 235 | $16.9K | 0.00% | +235 | New |
| Advisors Asset Management, Inc. | 246 | $17.7K | 0.00% | −66−21.2% | Reduced |
| Estabrook Capital Management | 250 | $18.0K | 0.00% | 00.0% | Unchanged |
| Golden State Wealth Management, LLC | 264 | $19.0K | 0.00% | +12+4.8% | Added |
| Tradewinds Capital Management, LLC | 275 | $19.8K | 0.00% | 00.0% | Unchanged |
| Provenance Wealth Advisors, LLC | 282 | $20.3K | 0.00% | +282 | New |
| Caitong International Asset Management Co., Ltd | 286 | $20.6K | 0.01% | +286 | New |
| WealthCollab, LLC | 295 | $21.3K | 0.01% | +66+28.8% | Added |
| Creative Financial Designs Inc | 298 | $21.5K | 0.00% | 00.0% | Unchanged |
| Atlantic Union Bankshares Corp | 305 | $22.0K | 0.00% | +295+2,950.0% | Added |
| EMC Capital Management | 300 | $22.0K | 0.01% | +200+200.0% | Added |
| Evolution Wealth Management Inc. | 306 | $22.1K | 0.02% | 00.0% | Unchanged |
| SWAN Capital LLC | 315 | $22.7K | 0.01% | +15+5.0% | Added |
| Hemington Wealth Management | 323 | $23.0K | 0.00% | −23−6.6% | Reduced |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 340 | $24.5K | 0.01% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 385 | $27.8K | 0.00% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 394 | $28.4K | 0.00% | +33+9.1% | Added |
| Massmutual Trust Co FSB | 409 | $29.5K | 0.00% | −186−31.3% | Reduced |
| North Star Investment Management Corp. | 413 | $29.8K | 0.00% | +7+1.7% | Added |
| Medallion Wealth Advisors, LLC | 423 | $30.5K | 0.01% | +216+104.3% | Added |
| Bank & Trust Co | 424 | $30.6K | 0.02% | 00.0% | Unchanged |
| Rise Advisors, LLC | 429 | $30.9K | 0.01% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 432 | $31.1K | 0.00% | 00.0% | Unchanged |
| Optimum Investment Advisors | 435 | $31.4K | 0.01% | −380−46.6% | Reduced |
| Aventura Private Wealth, LLC | 435 | $31.4K | 0.01% | +435 | New |
| Quest Partners LLC | 439 | $31.6K | 0.00% | −1,215−73.5% | Reduced |
| WPG Advisers, LLC | 475 | $34.2K | 0.03% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 520 | $35.8K | 0.00% | +130+33.3% | Added |
| Caz Investments LP | 500 | $36.0K | 0.07% | 00.0% | Unchanged |
| Silvant Capital Management LLC | 505 | $36.4K | 0.00% | −30−5.6% | Reduced |
| Harbour Investments, Inc. | 509 | $36.7K | 0.00% | −204−28.6% | Reduced |
| Itau Unibanco Holding S.A. | 538 | $38.8K | 0.00% | +18+3.5% | Added |
| Essential Partners LLC | 559 | $40.3K | 0.01% | +559 | New |
| Capital Advisors, Ltd. LLC | 563 | $41.0K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 596 | $43.0K | 0.01% | +585+5,318.2% | Added |
| CX Institutional | 596 | $43.0K | 0.00% | +586+5,860.0% | Added |
| Groupe la Francaise | 620 | $43.4K | 0.00% | +620 | New |
| Whittier Trust Co | 661 | $46.1K | 0.00% | −147−18.2% | Reduced |
| Private Trust Co NA | 647 | $46.6K | 0.00% | −41−6.0% | Reduced |
| Strategic Advocates LLC | 694 | $50.0K | 0.01% | +694 | New |
| Bryn Mawr Trust Co | 700 | $50.5K | 0.00% | −119−14.5% | Reduced |
| C M Bidwell & Associates Ltd | 765 | $55.1K | 0.03% | −2−0.3% | Reduced |
| City State Bank | 845 | $60.9K | 0.02% | 00.0% | Unchanged |
| Bessemer Group Inc | 873 | $62.0K | 0.00% | +350+66.9% | Added |
| Innovative Advisory Group, LLC | 900 | $64.9K | 0.04% | 00.0% | Unchanged |
| Abich Financial Wealth Management LLC | 926 | $66.8K | 0.02% | +926 | New |
| Mather Group, LLC. | 941 | $67.8K | 0.00% | +941 | New |
| Reyes Financial Architecture, Inc. | 976 | $70.4K | 0.05% | −157−13.9% | Reduced |
| Rakuten Securities, Inc. | 986 | $71.1K | 0.03% | +13+1.3% | Added |
| Whittier Trust Co of Nevada Inc | 1,041 | $72.6K | 0.00% | −93−8.2% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 1,025 | $73.9K | 0.00% | −17−1.6% | Reduced |
| CoreCap Advisors, LLC | 1,064 | $76.7K | 0.00% | −444−29.4% | Reduced |
| Optiver Holding B.V. | 1,065 | $76.8K | 0.00% | +1,065 | New |
| Ronald Blue Trust, Inc. | 1,072 | $77.3K | 0.00% | −24−2.2% | Reduced |
| Penserra Capital Management LLC | 1,096 | $79.0K | 0.00% | +12+1.1% | Added |
| Ci Investments Inc. | 1,161 | $84.0K | 0.00% | +89+8.3% | Added |
| Signaturefd, LLC | 1,172 | $84.5K | 0.00% | −87−6.9% | Reduced |
| Financial Perspectives, Inc | 1,178 | $84.9K | 0.02% | 00.0% | Unchanged |
| Shell Asset Management Co | 1,196 | $86.0K | 0.01% | +845+240.7% | Added |
| EverSource Wealth Advisors, LLC | 1,229 | $88.6K | 0.00% | +161+15.1% | Added |
| Whipplewood Advisors, LLC | 1,300 | $93.7K | 0.06% | 00.0% | Unchanged |
| Fifth Third Bancorp | 1,361 | $98.1K | 0.00% | +127+10.3% | Added |
| Cohen & Steers, Inc. | 1,400 | $101.0K | 0.00% | 00.0% | Unchanged |
| Archer Investment Corp | 1,532 | $110.4K | 0.02% | +282+22.6% | Added |
| Global Trust Asset Management, LLC | 1,580 | $113.9K | 0.05% | −200−11.2% | Reduced |
| Employees Retirement System of Texas | 1,657 | $119.0K | 0.00% | 00.0% | Unchanged |