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 |
|---|---|---|---|---|---|
| Pallas Capital Advisors LLC | 4,673 | $336.9K | 0.01% | −1,024−18.0% | Reduced |
| Flagship Harbor Advisors, LLC | 4,677 | $337.2K | 0.01% | −135−2.8% | Reduced |
| Synergy Financial Group, LTD | 4,701 | $338.9K | 0.23% | +53+1.1% | Added |
| Truvestments Capital LLC | 4,711 | $339.6K | 0.06% | +329+7.5% | Added |
| Magnetar Financial LLC | 4,750 | $342.4K | 0.00% | +4,750 | New |
| Jackson Creek Investment Advisors LLC | 4,788 | $345.0K | 0.10% | −69−1.4% | Reduced |
| STRS Ohio | 4,803 | $346.2K | 0.00% | −14,857−75.6% | Reduced |
| Intellectus Partners, LLC | 4,827 | $348.0K | 0.07% | 00.0% | Unchanged |
| Gsa Capital Partners LLP | 4,853 | $350.0K | 0.03% | +4,853 | New |
| Oxford Asset Management LLP | 4,945 | $356.5K | 0.12% | +4,945 | New |
| Mirae Asset Global Investments Co., Ltd. | 4,972 | $358.4K | 0.00% | +309+6.6% | Added |
| Obermeyer Wood Investment Counsel, LLLP | 5,000 | $360.4K | 0.02% | 00.0% | Unchanged |
| Audent Global Asset Management, LLC | 5,053 | $364.3K | 0.26% | −98−1.9% | Reduced |
| Cassaday & Co Wealth Management LLC | 5,133 | $370.0K | 0.01% | 00.0% | Unchanged |
| Garde Capital, Inc. | 5,189 | $374.1K | 0.02% | −2,581−33.2% | Reduced |
| Prospera Financial Services Inc | 5,228 | $376.8K | 0.01% | +109+2.1% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 5,285 | $381.0K | 0.03% | −166−3.0% | Reduced |
| Kingswood Wealth Advisors, LLC | 5,326 | $384.0K | 0.02% | +69+1.3% | Added |
| International Assets Investment Management, LLC | 4,968 | $384.3K | 0.03% | 00.0% | Unchanged |
| Legacy Financial Advisors, Inc. | 5,357 | $386.2K | 0.05% | +238+4.6% | Added |
| Prosperity Wealth Management, Inc. | 5,420 | $390.7K | 0.13% | +5,420 | New |
| Americana Partners, LLC | 5,467 | $394.1K | 0.01% | +176+3.3% | Added |
| Wahed Invest LLC | 5,468 | $394.2K | 0.05% | +33+0.6% | Added |
| M&T Bank Corp | 5,477 | $395.0K | 0.00% | −4,001−42.2% | Reduced |
| DGS Capital Management, LLC | 5,493 | $396.0K | 0.07% | −1,798−24.7% | Reduced |
| Burns Matteson Capital Management, LLC | 5,501 | $396.6K | 0.17% | −16−0.3% | Reduced |
| Integrated Wealth Concepts LLC | 5,575 | $401.9K | 0.00% | −3,024−35.2% | Reduced |
| Centaurus Financial, Inc. | 5,582 | $402.0K | 0.02% | +184+3.4% | Added |
| Snowden Capital Advisors LLC | 5,592 | $403.1K | 0.01% | +111+2.0% | Added |
| Optas, LLC | 5,600 | $403.7K | 0.07% | +306+5.8% | Added |
| Camden Capital, LLC | 5,618 | $405.0K | 0.03% | +1,593+39.6% | Added |
| Palogic Value Management, L.P. | 5,639 | $406.5K | 0.17% | −48−0.8% | Reduced |
| Truist Financial Corp | 5,641 | $406.7K | 0.00% | −1,014−15.2% | Reduced |
| Alps Advisors Inc | 5,684 | $409.8K | 0.00% | +1,321+30.3% | Added |
| Western Wealth Management, LLC | 5,712 | $411.8K | 0.02% | −200−3.4% | Reduced |
| Nisa Investment Advisors, LLC | 5,716 | $412.1K | 0.00% | −12,680−68.9% | Reduced |
| Everence Capital Management Inc | 5,800 | $418.0K | 0.03% | 00.0% | Unchanged |
| Fifth Third Wealth Advisors LLC | 5,800 | $418.1K | 0.02% | +10.0% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 5,852 | $421.9K | 0.02% | −161−2.7% | Reduced |
| Carnegie Capital Asset Management, LLC | 5,875 | $423.5K | 0.01% | +5,875 | New |
| Essex Financial Services, Inc. | 5,910 | $426.1K | 0.03% | −589−9.1% | Reduced |
| GraniteShares Advisors LLC | 5,979 | $431.0K | 0.25% | +705+13.4% | Added |
| APG Asset Management N.V. | 7,033 | $431.5K | 0.00% | 00.0% | Unchanged |
| Machina Capital S.A.S. | 5,988 | $431.7K | 0.08% | +5,988 | New |
| APG Asset Management US Inc. | 6,389 | $440.6K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 6,211 | $447.8K | 0.00% | +1,636+35.8% | Added |
| Panagora Asset Management Inc | 6,300 | $454.2K | 0.00% | −256,883−97.6% | Reduced |
| Torrey Growth & Income Advisors | 6,310 | $454.9K | 0.13% | +6,310 | New |
| ASR Vermogensbeheer N.V. | 6,339 | $457.0K | 0.01% | −54−0.8% | Reduced |
| Symmetry Peak Management LLC | 6,400 | $461.4K | 3.40% | +6,400 | New |
| Eisler Capital Management Ltd. | 5,679 | $461.8K | 0.01% | +5,679 | New |
| Banque Cantonale Vaudoise | 6,434 | $464.0K | 0.02% | +20+0.3% | Added |
| The PNC Financial Services Group, Inc. | 6,522 | $470.2K | 0.00% | +1,205+22.7% | Added |
| Tred Avon Family Wealth, LLC | 6,523 | $470.2K | 0.16% | +6,523 | New |
| Motley Fool Asset Management LLC | 6,550 | $472.2K | 0.02% | +102+1.6% | Added |
| Gallacher Capital Management LLC | 6,562 | $473.0K | 0.19% | +3,795+137.2% | Added |
| Comprehensive Financial Management LLC | 6,593 | $475.3K | 0.01% | 00.0% | Unchanged |
| Wealthspire Advisors, LLC | 6,620 | $477.2K | 0.00% | −655−9.0% | Reduced |
| Vontobel Holding Ltd. | 6,659 | $480.0K | 0.00% | +24+0.4% | Added |
| Chilton Investment Co LLC | 6,688 | $482.1K | 0.01% | +2,148+47.3% | Added |
| Y-Intercept (Hong Kong) Ltd | 6,911 | $498.2K | 0.01% | +6,911 | New |
| Prudential PLC | 6,965 | $502.1K | 0.00% | 00.0% | Unchanged |
| J2 Capital Management Inc | 6,990 | $503.9K | 0.38% | +758+12.2% | Added |
| SRS Capital Advisors, Inc. | 7,005 | $505.0K | 0.01% | +6,181+750.1% | Added |
| Kornitzer Capital Management Inc | 7,035 | $507.2K | 0.01% | −1,540−18.0% | Reduced |
| Chicago Partners Investment Group LLC | 7,217 | $510.2K | 0.01% | +3,082+74.5% | Added |
| RSM US Wealth Management LLC | 7,150 | $515.4K | 0.01% | +307+4.5% | Added |
| Shelton Capital Management | 7,166 | $516.6K | 0.01% | −1,200−14.3% | Reduced |
| Atomi Financial Group, Inc. | 7,209 | $519.7K | 0.02% | +390+5.7% | Added |
| Steward Partners Investment Advisory, LLC | 7,244 | $522.2K | 0.00% | −1,679−18.8% | Reduced |
| CIBC Bancorp USA Inc. | 7,245 | $522.3K | 0.00% | +7,245 | New |
| Independent Financial Group, LLC | 7,276 | $524.5K | 0.01% | −20−0.3% | Reduced |
| Rathbone Brothers plc | 7,322 | $527.8K | 0.00% | +850+13.1% | Added |
| Cresset Asset Management, LLC | 7,331 | $528.5K | 0.00% | +518+7.6% | Added |
| Qtron Investments LLC | 7,332 | $528.6K | 0.07% | 00.0% | Unchanged |
| Navellier & Associates Inc | 7,332 | $528.6K | 0.05% | +1,479+25.3% | Added |
| Ossiam | 7,352 | $530.0K | 0.01% | +2,903+65.3% | Added |
| Summit Financial, LLC | 7,469 | $538.4K | 0.01% | −235−3.1% | Reduced |
| Gilbert & Cook, Inc. | 7,687 | $554.2K | 0.07% | +37+0.5% | Added |
| Freestone Capital Holdings, LLC | 7,691 | $554.4K | 0.02% | +498+6.9% | Added |
| Allstate Corp | 7,693 | $554.6K | 0.01% | +7,693 | New |
| Campbell & CO Investment Adviser LLC | 7,699 | $555.0K | 0.04% | +7,699 | New |
| Inscription Capital, LLC | 7,718 | $556.4K | 0.06% | +4,537+142.6% | Added |
| Allworth Financial LP | 7,748 | $558.6K | 0.00% | +45+0.6% | Added |
| Bennett Selby Investments LP | 7,790 | $561.6K | 0.19% | +715+10.1% | Added |
| Beck Capital Management, LLC | 7,869 | $567.3K | 0.13% | −113−1.4% | Reduced |
| Grimes & Company, Inc. | 7,966 | $574.3K | 0.01% | −1,865−19.0% | Reduced |
| FORA Capital, LLC | 8,032 | $579.0K | 0.10% | +8,032 | New |
| Impact Partnership Wealth, LLC | 8,038 | $579.4K | 0.09% | +2,363+41.6% | Added |
| Brighton Jones LLC | 8,099 | $583.8K | 0.01% | +515+6.8% | Added |
| Jump Financial, LLC | 8,121 | $585.4K | 0.01% | +8,121 | New |
| Forum Financial Management, LP | 8,148 | $587.4K | 0.01% | −274−3.3% | Reduced |
| Prairie Wealth Advisors, Inc. | 8,193 | $590.6K | 0.24% | −341−4.0% | Reduced |
| Two Sigma Securities, LLC | 8,204 | $591.4K | 0.09% | +8,204 | New |
| LMR Partners LLP | 8,227 | $593.1K | 0.01% | −47,249−85.2% | Reduced |
| Tokio Marine Asset Management Co Ltd | 8,229 | $593.2K | 0.02% | +395+5.0% | Added |
| Atria Investments LLC | 8,273 | $596.4K | 0.01% | −182−2.2% | Reduced |
| Oppenheimer Asset Management Inc. | 8,475 | $611.0K | 0.01% | −107−1.2% | Reduced |
| J.W. Cole Advisors, Inc. | 8,647 | $623.4K | 0.01% | −467−5.1% | Reduced |
| Azzad Asset Management Inc | 8,661 | $624.4K | 0.06% | +8,661 | New |