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 |
|---|---|---|---|---|---|
| Icon Wealth Advisors, LLC | 1,750 | $126.2K | 0.01% | −21−1.2% | Reduced |
| Aster Capital Management (DIFC) Ltd | 1,753 | $126.4K | 0.06% | +1,489+564.0% | Added |
| Clearstead Advisors, LLC | 1,872 | $135.0K | 0.00% | +202+12.1% | Added |
| Rossby Financial, LCC | 2,065 | $142.4K | 0.05% | +60+3.0% | Added |
| IFP Advisors, Inc | 1,985 | $143.1K | 0.00% | +503+33.9% | Added |
| Parallel Advisors, LLC | 1,985 | $143.1K | 0.00% | −720−26.6% | Reduced |
| St Germain D J Co Inc | 2,205 | $159.0K | 0.01% | +500+29.3% | Added |
| Geneos Wealth Management Inc. | 2,390 | $172.3K | 0.00% | −25−1.0% | Reduced |
| Leonteq Securities AG | 2,425 | $174.8K | 0.01% | −17,889−88.1% | Reduced |
| Walleye Capital LLC | 2,586 | $186.4K | 0.00% | −45,102−94.6% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 2,602 | $187.6K | 0.00% | +497+23.6% | Added |
| Hantz Financial Services, Inc. | 2,661 | $192.0K | 0.00% | +1,813+213.8% | Added |
| Global Retirement Partners, LLC | 2,685 | $193.6K | 0.00% | +12+0.4% | Added |
| GAMMA Investing LLC | 2,701 | $194.7K | 0.01% | −717−21.0% | Reduced |
| Smartleaf Asset Management LLC | 2,404 | $197.5K | 0.01% | +235+10.8% | Added |
| Siemens Fonds Invest GmbH | 2,773 | $199.9K | 0.01% | −30−1.1% | Reduced |
| PharVision Advisers, LLC | 2,851 | $205.5K | 0.12% | +2,851 | New |
| Sunbelt Securities, Inc. | 2,857 | $206.0K | 0.01% | −390−12.0% | Reduced |
| ISAM Funds (UK) Ltd | 2,905 | $209.4K | 0.04% | +2,905 | New |
| Wolverine Trading, LLC | 2,558 | $210.1K | 0.00% | +2,558 | New |
| Mitchell McLeod Pugh & Williams Inc | 2,991 | $211.5K | 0.03% | 00.0% | Unchanged |
| TFB Advisors LLC | 3,109 | $212.5K | 0.06% | −921−22.9% | Reduced |
| Fisher Asset Management, LLC | 2,952 | $212.8K | 0.00% | +2,952 | New |
| Insigneo Advisory Services, LLC | 2,960 | $213.4K | 0.01% | +2,960 | New |
| Savvy Advisors, Inc. | 2,963 | $213.6K | 0.01% | −127−4.1% | Reduced |
| Cordatus Wealth Management LLC | 2,980 | $214.8K | 0.05% | −91−3.0% | Reduced |
| Claret Asset Management Corp | 2,999 | $216.0K | 0.03% | −43−1.4% | Reduced |
| Par Capital Management Inc | 3,000 | $216.3K | 0.01% | +3,000 | New |
| Covestor Ltd | 3,018 | $217.0K | 0.12% | +363+13.7% | Added |
| Garden State Investment Advisory Services LLC | 3,028 | $218.3K | 0.06% | 00.0% | Unchanged |
| NorthCrest Asset Manangement, LLC | 3,128 | $218.8K | 0.01% | +3,128 | New |
| U.S. Capital Wealth Advisors, LLC | 3,048 | $219.7K | 0.01% | +37+1.2% | Added |
| Miracle Mile Advisors, LLC | 3,078 | $221.9K | 0.00% | −43−1.4% | Reduced |
| Resources Investment Advisors, LLC. | 3,085 | $222.4K | 0.00% | −118−3.7% | Reduced |
| Vise Technologies, Inc. | 3,108 | $224.1K | 0.01% | −2,493−44.5% | Reduced |
| Stephens Inc | 3,117 | $224.7K | 0.00% | −145−4.4% | Reduced |
| Bank of Nova Scotia | 3,090 | $224.8K | 0.00% | +3,090 | New |
| Axxcess Wealth Management, LLC | 3,123 | $225.1K | 0.00% | +236+8.2% | Added |
| Twin Lakes Capital Management, LLC | 3,143 | $226.6K | 0.10% | −65−2.0% | Reduced |
| Silver Oak Securities, Inc | 3,225 | $232.5K | 0.02% | +3,225 | New |
| Beacon Pointe Advisors, LLC | 3,246 | $234.0K | 0.00% | −345−9.6% | Reduced |
| Moran Wealth Management, LLC | 3,258 | $234.9K | 0.01% | −8,174−71.5% | Reduced |
| Narus Financial Partners, LLC | 3,261 | $235.1K | 0.06% | −575−15.0% | Reduced |
| Real Talk Capital, LLC | 3,261 | $235.1K | 0.25% | +377+13.1% | Added |
| Sterling Capital Management LLC | 3,265 | $235.4K | 0.00% | −231−6.6% | Reduced |
| Ballentine Partners, LLC | 3,275 | $236.1K | 0.00% | −156−4.5% | Reduced |
| Knollwood Investment Advisory, LLC | 3,301 | $238.0K | 0.02% | 00.0% | Unchanged |
| Kapstone Financial Advisors LLC | 3,315 | $239.0K | 0.11% | +30+0.9% | Added |
| Capstone Investment Advisors, LLC | 3,352 | $241.6K | 0.00% | −23,176−87.4% | Reduced |
| Arcus Capital Partners, LLC | 3,356 | $241.9K | 0.11% | +10+0.3% | Added |
| Quarry LP | 3,371 | $243.0K | 0.06% | +3,016+849.6% | Added |
| Cambria Investment Management, L.P. | 3,373 | $243.2K | 0.01% | 00.0% | Unchanged |
| UniSuper Management Pty Ltd | 3,400 | $245.1K | 0.00% | 00.0% | Unchanged |
| Intech Investment Management LLC | 3,416 | $246.3K | 0.00% | −43,691−92.7% | Reduced |
| Dorsey & Whitney Trust CO LLC | 3,420 | $246.5K | 0.01% | +10+0.3% | Added |
| Versant Capital Management, Inc | 3,439 | $247.9K | 0.03% | −350−9.2% | Reduced |
| Voleon Capital Management LP | 3,453 | $248.9K | 0.01% | +3,453 | New |
| Umb Bank N A | 3,486 | $251.3K | 0.00% | +1,686+93.7% | Added |
| National Bank of Canada | 3,489 | $251.3K | 0.00% | −547−13.6% | Reduced |
| Valeo Financial Advisors, LLC | 3,519 | $253.7K | 0.01% | +947+36.8% | Added |
| Burton Enright Welch | 3,526 | $254.2K | 0.04% | +19+0.5% | Added |
| We Are One Seven, LLC | 3,537 | $255.0K | 0.01% | +185+5.5% | Added |
| Ostrum Asset Management | 3,626 | $261.4K | 0.01% | −112−3.0% | Reduced |
| Csenge Advisory Group | 3,665 | $264.2K | 0.01% | −1,267−25.7% | Reduced |
| Pinnacle Associates Ltd | 3,693 | $266.2K | 0.00% | −220−5.6% | Reduced |
| Kera Capital Partners, Inc. | 3,697 | $266.5K | 0.04% | −171−4.4% | Reduced |
| Kovitz Investment Group Partners, LLC | 3,713 | $267.7K | 0.00% | −194−5.0% | Reduced |
| Skopos Labs, Inc. | 3,539 | $270.6K | 0.04% | −10.0% | Reduced |
| Fairvoy Private Wealth, LLC | 3,760 | $271.1K | 0.06% | −2,877−43.3% | Reduced |
| Patriot Financial Group Insurance Agency, LLC | 3,762 | $271.2K | 0.03% | −6,435−63.1% | Reduced |
| United Advisor Group, LLC | 3,788 | $273.1K | 0.04% | −156−4.0% | Reduced |
| Fred Alger Management, LLC | 3,805 | $274.3K | 0.00% | +3,805 | New |
| Pensionmark Financial Group, LLC | 3,811 | $274.7K | 0.01% | +241+6.8% | Added |
| AE Wealth Management LLC | 3,838 | $276.7K | 0.00% | +899+30.6% | Added |
| Independent Advisor Alliance | 3,877 | $279.5K | 0.01% | −754−16.3% | Reduced |
| Philip James Wealth Mangement, LLC | 3,893 | $280.6K | 0.03% | −505−11.5% | Reduced |
| EntryPoint Capital, LLC | 3,904 | $281.4K | 0.11% | +3,904 | New |
| Rehmann Capital Advisory Group | 4,005 | $282.9K | 0.02% | −311−7.2% | Reduced |
| Strategic Investment Advisors | 3,931 | $283.0K | 0.03% | −168−4.1% | Reduced |
| Lingohr & Partner Asset Management GmbH | 3,955 | $285.0K | 0.50% | 00.0% | Unchanged |
| Calamos Wealth Management LLC | 3,965 | $285.8K | 0.01% | +3,965 | New |
| Sequoia Financial Advisors, LLC | 3,974 | $286.5K | 0.00% | +3,974 | New |
| Taylor Financial Group, Inc. | 4,000 | $288.4K | 0.17% | +4,000 | New |
| Arista Wealth Management, LLC | 4,006 | $288.8K | 0.04% | +6+0.2% | Added |
| United Capital Financial Advisers, LLC | 4,078 | $294.0K | 0.00% | +1,353+49.7% | Added |
| Aspen Investment Management Inc | 4,133 | $298.0K | 0.12% | 00.0% | Unchanged |
| Coldstream Capital Management Inc | 4,147 | $299.0K | 0.00% | +723+21.1% | Added |
| Cascade Financial Partners, LLC | 4,200 | $302.8K | 0.03% | +4,200 | New |
| Essex LLC | 4,243 | $305.9K | 0.06% | −340−7.4% | Reduced |
| PFG Investments, LLC | 4,257 | $306.9K | 0.02% | +1,098+34.8% | Added |
| Patten & Patten Inc | 4,264 | $307.4K | 0.02% | −205−4.6% | Reduced |
| Buckingham Strategic Partners | 4,410 | $309.2K | 0.00% | +4,410 | New |
| Pingora Partners LLC | 4,300 | $310.0K | 0.21% | −300−6.5% | Reduced |
| Journey Strategic Wealth LLC | 4,315 | $311.1K | 0.01% | −15−0.3% | Reduced |
| Krilogy Financial LLC | 4,405 | $312.3K | 0.01% | +4,405 | New |
| Griffin Asset Management, Inc. | 4,450 | $320.8K | 0.04% | 00.0% | Unchanged |
| Sandbox Financial Partners, LLC | 4,494 | $324.0K | 0.09% | 00.0% | Unchanged |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 4,494 | $324.0K | 0.01% | +4,494 | New |
| Ethic Inc. | 4,545 | $327.6K | 0.01% | −9,932−68.6% | Reduced |
| DMG Group, LLC | 4,615 | $332.7K | 0.23% | −104−2.2% | Reduced |