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 |
|---|---|---|---|---|---|
| Siemens Fonds Invest GmbH | 2,773 | $199.9K | 0.01% | −30−1.1% | Reduced |
| Smartleaf Asset Management LLC | 2,404 | $197.5K | 0.01% | +235+10.8% | Added |
| GAMMA Investing LLC | 2,701 | $194.7K | 0.01% | −717−21.0% | Reduced |
| Global Retirement Partners, LLC | 2,685 | $193.6K | 0.00% | +12+0.4% | Added |
| Hantz Financial Services, Inc. | 2,661 | $192.0K | 0.00% | +1,813+213.8% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 2,602 | $187.6K | 0.00% | +497+23.6% | Added |
| Walleye Capital LLC | 2,586 | $186.4K | 0.00% | −45,102−94.6% | Reduced |
| Leonteq Securities AG | 2,425 | $174.8K | 0.01% | −17,889−88.1% | Reduced |
| Geneos Wealth Management Inc. | 2,390 | $172.3K | 0.00% | −25−1.0% | Reduced |
| St Germain D J Co Inc | 2,205 | $159.0K | 0.01% | +500+29.3% | Added |
| Parallel Advisors, LLC | 1,985 | $143.1K | 0.00% | −720−26.6% | Reduced |
| IFP Advisors, Inc | 1,985 | $143.1K | 0.00% | +503+33.9% | Added |
| Rossby Financial, LCC | 2,065 | $142.4K | 0.05% | +60+3.0% | Added |
| Clearstead Advisors, LLC | 1,872 | $135.0K | 0.00% | +202+12.1% | Added |
| Aster Capital Management (DIFC) Ltd | 1,753 | $126.4K | 0.06% | +1,489+564.0% | Added |
| Icon Wealth Advisors, LLC | 1,750 | $126.2K | 0.01% | −21−1.2% | Reduced |
| Employees Retirement System of Texas | 1,657 | $119.0K | 0.00% | 00.0% | Unchanged |
| Global Trust Asset Management, LLC | 1,580 | $113.9K | 0.05% | −200−11.2% | Reduced |
| Archer Investment Corp | 1,532 | $110.4K | 0.02% | +282+22.6% | Added |
| Cohen & Steers, Inc. | 1,400 | $101.0K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 1,361 | $98.1K | 0.00% | +127+10.3% | Added |
| Whipplewood Advisors, LLC | 1,300 | $93.7K | 0.06% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 1,229 | $88.6K | 0.00% | +161+15.1% | Added |
| Shell Asset Management Co | 1,196 | $86.0K | 0.01% | +845+240.7% | Added |
| Financial Perspectives, Inc | 1,178 | $84.9K | 0.02% | 00.0% | Unchanged |
| Signaturefd, LLC | 1,172 | $84.5K | 0.00% | −87−6.9% | Reduced |
| Ci Investments Inc. | 1,161 | $84.0K | 0.00% | +89+8.3% | Added |
| Penserra Capital Management LLC | 1,096 | $79.0K | 0.00% | +12+1.1% | Added |
| Ronald Blue Trust, Inc. | 1,072 | $77.3K | 0.00% | −24−2.2% | Reduced |
| Optiver Holding B.V. | 1,065 | $76.8K | 0.00% | +1,065 | New |
| CoreCap Advisors, LLC | 1,064 | $76.7K | 0.00% | −444−29.4% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 1,025 | $73.9K | 0.00% | −17−1.6% | Reduced |
| Whittier Trust Co of Nevada Inc | 1,041 | $72.6K | 0.00% | −93−8.2% | Reduced |
| Rakuten Securities, Inc. | 986 | $71.1K | 0.03% | +13+1.3% | Added |
| Reyes Financial Architecture, Inc. | 976 | $70.4K | 0.05% | −157−13.9% | Reduced |
| Mather Group, LLC. | 941 | $67.8K | 0.00% | +941 | New |
| Abich Financial Wealth Management LLC | 926 | $66.8K | 0.02% | +926 | New |
| Innovative Advisory Group, LLC | 900 | $64.9K | 0.04% | 00.0% | Unchanged |
| Bessemer Group Inc | 873 | $62.0K | 0.00% | +350+66.9% | Added |
| City State Bank | 845 | $60.9K | 0.02% | 00.0% | Unchanged |
| C M Bidwell & Associates Ltd | 765 | $55.1K | 0.03% | −2−0.3% | Reduced |
| Bryn Mawr Trust Co | 700 | $50.5K | 0.00% | −119−14.5% | Reduced |
| Strategic Advocates LLC | 694 | $50.0K | 0.01% | +694 | New |
| Private Trust Co NA | 647 | $46.6K | 0.00% | −41−6.0% | Reduced |
| Whittier Trust Co | 661 | $46.1K | 0.00% | −147−18.2% | Reduced |
| Groupe la Francaise | 620 | $43.4K | 0.00% | +620 | New |
| CX Institutional | 596 | $43.0K | 0.00% | +586+5,860.0% | Added |
| SJS Investment Consulting Inc. | 596 | $43.0K | 0.01% | +585+5,318.2% | Added |
| Capital Advisors, Ltd. LLC | 563 | $41.0K | 0.00% | 00.0% | Unchanged |
| Essential Partners LLC | 559 | $40.3K | 0.01% | +559 | New |
| Itau Unibanco Holding S.A. | 538 | $38.8K | 0.00% | +18+3.5% | Added |
| Harbour Investments, Inc. | 509 | $36.7K | 0.00% | −204−28.6% | Reduced |
| Silvant Capital Management LLC | 505 | $36.4K | 0.00% | −30−5.6% | Reduced |
| Caz Investments LP | 500 | $36.0K | 0.07% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 520 | $35.8K | 0.00% | +130+33.3% | Added |
| WPG Advisers, LLC | 475 | $34.2K | 0.03% | 00.0% | Unchanged |
| Quest Partners LLC | 439 | $31.6K | 0.00% | −1,215−73.5% | Reduced |
| Optimum Investment Advisors | 435 | $31.4K | 0.01% | −380−46.6% | Reduced |
| Aventura Private Wealth, LLC | 435 | $31.4K | 0.01% | +435 | New |
| McIlrath & Eck, LLC | 432 | $31.1K | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 429 | $30.9K | 0.01% | 00.0% | Unchanged |
| Bank & Trust Co | 424 | $30.6K | 0.02% | 00.0% | Unchanged |
| Medallion Wealth Advisors, LLC | 423 | $30.5K | 0.01% | +216+104.3% | Added |
| North Star Investment Management Corp. | 413 | $29.8K | 0.00% | +7+1.7% | Added |
| Massmutual Trust Co FSB | 409 | $29.5K | 0.00% | −186−31.3% | Reduced |
| CIBC Private Wealth Group, LLC | 394 | $28.4K | 0.00% | +33+9.1% | Added |
| Ancora Advisors, LLC | 385 | $27.8K | 0.00% | 00.0% | Unchanged |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 340 | $24.5K | 0.01% | 00.0% | Unchanged |
| Hemington Wealth Management | 323 | $23.0K | 0.00% | −23−6.6% | Reduced |
| SWAN Capital LLC | 315 | $22.7K | 0.01% | +15+5.0% | Added |
| Evolution Wealth Management Inc. | 306 | $22.1K | 0.02% | 00.0% | Unchanged |
| EMC Capital Management | 300 | $22.0K | 0.01% | +200+200.0% | Added |
| Atlantic Union Bankshares Corp | 305 | $22.0K | 0.00% | +295+2,950.0% | Added |
| Creative Financial Designs Inc | 298 | $21.5K | 0.00% | 00.0% | Unchanged |
| WealthCollab, LLC | 295 | $21.3K | 0.01% | +66+28.8% | Added |
| Caitong International Asset Management Co., Ltd | 286 | $20.6K | 0.01% | +286 | New |
| Provenance Wealth Advisors, LLC | 282 | $20.3K | 0.00% | +282 | New |
| Tradewinds Capital Management, LLC | 275 | $19.8K | 0.00% | 00.0% | Unchanged |
| Golden State Wealth Management, LLC | 264 | $19.0K | 0.00% | +12+4.8% | Added |
| Estabrook Capital Management | 250 | $18.0K | 0.00% | 00.0% | Unchanged |
| Advisors Asset Management, Inc. | 246 | $17.7K | 0.00% | −66−21.2% | Reduced |
| Adirondack Trust Co | 235 | $16.9K | 0.01% | 00.0% | Unchanged |
| Foster Dykema Cabot & Partners, LLC | 235 | $16.9K | 0.00% | +235 | New |
| Raiffeisen Bank International AG | 199 | $16.3K | 0.00% | +199 | New |
| CVA Family Office, LLC | 223 | $16.1K | 0.00% | −18−7.5% | Reduced |
| TD Private Client Wealth LLC | 217 | $15.6K | 0.00% | −1−0.5% | Reduced |
| Quent Capital, LLC | 216 | $15.6K | 0.00% | +216 | New |
| True Wealth Design, LLC | 211 | $15.2K | 0.00% | +138+189.0% | Added |
| Cloud Capital Management, LLC | 214 | $15.0K | 0.01% | +214 | New |
| Grove Bank & Trust | 202 | $14.6K | 0.00% | 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 |
| 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 |
| Parkside Financial Bank & Trust | 177 | $12.8K | 0.00% | +65+58.0% | Added |
| Main Street Group, LTD | 175 | $12.6K | 0.00% | −10−5.4% | Reduced |
| Farmers & Merchants Investments Inc | 172 | $12.4K | 0.00% | +6+3.6% | Added |
| LRI Investments, LLC | 171 | $12.3K | 0.00% | 00.0% | Unchanged |
| Root Financial Partners, LLC | 164 | $11.8K | 0.00% | +164 | New |
| Pacifica Partners Inc. | 165 | $11.4K | 0.00% | −100−37.7% | Reduced |