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, 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 |
|---|---|---|---|---|---|
| Prospera Financial Services Inc | 5,228 | $376.8K | 0.01% | +109+2.1% | Added |
| Garde Capital, Inc. | 5,189 | $374.1K | 0.02% | −2,581−33.2% | Reduced |
| Cassaday & Co Wealth Management LLC | 5,133 | $370.0K | 0.01% | 00.0% | Unchanged |
| Audent Global Asset Management, LLC | 5,053 | $364.3K | 0.26% | −98−1.9% | Reduced |
| Obermeyer Wood Investment Counsel, LLLP | 5,000 | $360.4K | 0.02% | 00.0% | Unchanged |
| Mirae Asset Global Investments Co., Ltd. | 4,972 | $358.4K | 0.00% | +309+6.6% | Added |
| Oxford Asset Management LLP | 4,945 | $356.5K | 0.12% | +4,945 | New |
| Gsa Capital Partners LLP | 4,853 | $350.0K | 0.03% | +4,853 | New |
| Intellectus Partners, LLC | 4,827 | $348.0K | 0.07% | 00.0% | Unchanged |
| STRS Ohio | 4,803 | $346.2K | 0.00% | −14,857−75.6% | Reduced |
| Jackson Creek Investment Advisors LLC | 4,788 | $345.0K | 0.10% | −69−1.4% | Reduced |
| Magnetar Financial LLC | 4,750 | $342.4K | 0.00% | +4,750 | New |
| Truvestments Capital LLC | 4,711 | $339.6K | 0.06% | +329+7.5% | Added |
| Synergy Financial Group, LTD | 4,701 | $338.9K | 0.23% | +53+1.1% | Added |
| Flagship Harbor Advisors, LLC | 4,677 | $337.2K | 0.01% | −135−2.8% | Reduced |
| Pallas Capital Advisors LLC | 4,673 | $336.9K | 0.01% | −1,024−18.0% | Reduced |
| DMG Group, LLC | 4,615 | $332.7K | 0.23% | −104−2.2% | Reduced |
| Ethic Inc. | 4,545 | $327.6K | 0.01% | −9,932−68.6% | Reduced |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 4,494 | $324.0K | 0.01% | +4,494 | New |
| Sandbox Financial Partners, LLC | 4,494 | $324.0K | 0.09% | 00.0% | Unchanged |
| Griffin Asset Management, Inc. | 4,450 | $320.8K | 0.04% | 00.0% | Unchanged |
| Krilogy Financial LLC | 4,405 | $312.3K | 0.01% | +4,405 | New |
| Journey Strategic Wealth LLC | 4,315 | $311.1K | 0.01% | −15−0.3% | Reduced |
| Pingora Partners LLC | 4,300 | $310.0K | 0.21% | −300−6.5% | Reduced |
| Buckingham Strategic Partners | 4,410 | $309.2K | 0.00% | +4,410 | New |
| Patten & Patten Inc | 4,264 | $307.4K | 0.02% | −205−4.6% | Reduced |
| PFG Investments, LLC | 4,257 | $306.9K | 0.02% | +1,098+34.8% | Added |
| Essex LLC | 4,243 | $305.9K | 0.06% | −340−7.4% | Reduced |
| Cascade Financial Partners, LLC | 4,200 | $302.8K | 0.03% | +4,200 | New |
| Coldstream Capital Management Inc | 4,147 | $299.0K | 0.00% | +723+21.1% | Added |
| Aspen Investment Management Inc | 4,133 | $298.0K | 0.12% | 00.0% | Unchanged |
| United Capital Financial Advisers, LLC | 4,078 | $294.0K | 0.00% | +1,353+49.7% | Added |
| Arista Wealth Management, LLC | 4,006 | $288.8K | 0.04% | +6+0.2% | Added |
| Taylor Financial Group, Inc. | 4,000 | $288.4K | 0.17% | +4,000 | New |
| Sequoia Financial Advisors, LLC | 3,974 | $286.5K | 0.00% | +3,974 | New |
| Calamos Wealth Management LLC | 3,965 | $285.8K | 0.01% | +3,965 | New |
| Lingohr & Partner Asset Management GmbH | 3,955 | $285.0K | 0.50% | 00.0% | Unchanged |
| Strategic Investment Advisors | 3,931 | $283.0K | 0.03% | −168−4.1% | Reduced |
| Rehmann Capital Advisory Group | 4,005 | $282.9K | 0.02% | −311−7.2% | Reduced |
| EntryPoint Capital, LLC | 3,904 | $281.4K | 0.11% | +3,904 | New |
| Philip James Wealth Mangement, LLC | 3,893 | $280.6K | 0.03% | −505−11.5% | Reduced |
| Independent Advisor Alliance | 3,877 | $279.5K | 0.01% | −754−16.3% | Reduced |
| AE Wealth Management LLC | 3,838 | $276.7K | 0.00% | +899+30.6% | Added |
| Pensionmark Financial Group, LLC | 3,811 | $274.7K | 0.01% | +241+6.8% | Added |
| Fred Alger Management, LLC | 3,805 | $274.3K | 0.00% | +3,805 | New |
| United Advisor Group, LLC | 3,788 | $273.1K | 0.04% | −156−4.0% | Reduced |
| Patriot Financial Group Insurance Agency, LLC | 3,762 | $271.2K | 0.03% | −6,435−63.1% | Reduced |
| Fairvoy Private Wealth, LLC | 3,760 | $271.1K | 0.06% | −2,877−43.3% | Reduced |
| Skopos Labs, Inc. | 3,539 | $270.6K | 0.04% | −10.0% | Reduced |
| Kovitz Investment Group Partners, LLC | 3,713 | $267.7K | 0.00% | −194−5.0% | Reduced |
| Kera Capital Partners, Inc. | 3,697 | $266.5K | 0.04% | −171−4.4% | Reduced |
| Pinnacle Associates Ltd | 3,693 | $266.2K | 0.00% | −220−5.6% | Reduced |
| Csenge Advisory Group | 3,665 | $264.2K | 0.01% | −1,267−25.7% | Reduced |
| Ostrum Asset Management | 3,626 | $261.4K | 0.01% | −112−3.0% | Reduced |
| We Are One Seven, LLC | 3,537 | $255.0K | 0.01% | +185+5.5% | Added |
| Burton Enright Welch | 3,526 | $254.2K | 0.04% | +19+0.5% | Added |
| Valeo Financial Advisors, LLC | 3,519 | $253.7K | 0.01% | +947+36.8% | Added |
| National Bank of Canada | 3,489 | $251.3K | 0.00% | −547−13.6% | Reduced |
| Umb Bank N A | 3,486 | $251.3K | 0.00% | +1,686+93.7% | Added |
| Voleon Capital Management LP | 3,453 | $248.9K | 0.01% | +3,453 | New |
| Versant Capital Management, Inc | 3,439 | $247.9K | 0.03% | −350−9.2% | Reduced |
| Dorsey & Whitney Trust CO LLC | 3,420 | $246.5K | 0.01% | +10+0.3% | Added |
| Intech Investment Management LLC | 3,416 | $246.3K | 0.00% | −43,691−92.7% | Reduced |
| UniSuper Management Pty Ltd | 3,400 | $245.1K | 0.00% | 00.0% | Unchanged |
| Cambria Investment Management, L.P. | 3,373 | $243.2K | 0.01% | 00.0% | Unchanged |
| Quarry LP | 3,371 | $243.0K | 0.06% | +3,016+849.6% | Added |
| Arcus Capital Partners, LLC | 3,356 | $241.9K | 0.11% | +10+0.3% | Added |
| Capstone Investment Advisors, LLC | 3,352 | $241.6K | 0.00% | −23,176−87.4% | Reduced |
| Kapstone Financial Advisors LLC | 3,315 | $239.0K | 0.11% | +30+0.9% | Added |
| Knollwood Investment Advisory, LLC | 3,301 | $238.0K | 0.02% | 00.0% | Unchanged |
| Ballentine Partners, LLC | 3,275 | $236.1K | 0.00% | −156−4.5% | Reduced |
| Sterling Capital Management LLC | 3,265 | $235.4K | 0.00% | −231−6.6% | 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 |
| Moran Wealth Management, LLC | 3,258 | $234.9K | 0.01% | −8,174−71.5% | Reduced |
| Beacon Pointe Advisors, LLC | 3,246 | $234.0K | 0.00% | −345−9.6% | Reduced |
| Silver Oak Securities, Inc | 3,225 | $232.5K | 0.02% | +3,225 | New |
| Twin Lakes Capital Management, LLC | 3,143 | $226.6K | 0.10% | −65−2.0% | Reduced |
| Axxcess Wealth Management, LLC | 3,123 | $225.1K | 0.00% | +236+8.2% | Added |
| Bank of Nova Scotia | 3,090 | $224.8K | 0.00% | +3,090 | New |
| Stephens Inc | 3,117 | $224.7K | 0.00% | −145−4.4% | Reduced |
| Vise Technologies, Inc. | 3,108 | $224.1K | 0.01% | −2,493−44.5% | Reduced |
| Resources Investment Advisors, LLC. | 3,085 | $222.4K | 0.00% | −118−3.7% | Reduced |
| Miracle Mile Advisors, LLC | 3,078 | $221.9K | 0.00% | −43−1.4% | Reduced |
| U.S. Capital Wealth Advisors, LLC | 3,048 | $219.7K | 0.01% | +37+1.2% | Added |
| NorthCrest Asset Manangement, LLC | 3,128 | $218.8K | 0.01% | +3,128 | New |
| Garden State Investment Advisory Services LLC | 3,028 | $218.3K | 0.06% | 00.0% | Unchanged |
| Covestor Ltd | 3,018 | $217.0K | 0.12% | +363+13.7% | Added |
| Par Capital Management Inc | 3,000 | $216.3K | 0.01% | +3,000 | New |
| Claret Asset Management Corp | 2,999 | $216.0K | 0.03% | −43−1.4% | Reduced |
| Cordatus Wealth Management LLC | 2,980 | $214.8K | 0.05% | −91−3.0% | Reduced |
| Savvy Advisors, Inc. | 2,963 | $213.6K | 0.01% | −127−4.1% | Reduced |
| Insigneo Advisory Services, LLC | 2,960 | $213.4K | 0.01% | +2,960 | New |
| Fisher Asset Management, LLC | 2,952 | $212.8K | 0.00% | +2,952 | New |
| TFB Advisors LLC | 3,109 | $212.5K | 0.06% | −921−22.9% | Reduced |
| Mitchell McLeod Pugh & Williams Inc | 2,991 | $211.5K | 0.03% | 00.0% | Unchanged |
| Wolverine Trading, LLC | 2,558 | $210.1K | 0.00% | +2,558 | New |
| ISAM Funds (UK) Ltd | 2,905 | $209.4K | 0.04% | +2,905 | New |
| Sunbelt Securities, Inc. | 2,857 | $206.0K | 0.01% | −390−12.0% | Reduced |
| PharVision Advisers, LLC | 2,851 | $205.5K | 0.12% | +2,851 | New |