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Livermore
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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.

Institutional holdersQ3 2025: 816 institutions
Q1 2021: 970 institutionsQ2 2021: 1,028 institutionsQ3 2021: 1,043 institutionsQ4 2021: 1,010 institutionsQ1 2022: 936 institutionsQ2 2022: 793 institutionsQ3 2022: 738 institutionsQ4 2022: 737 institutionsQ1 2023: 728 institutionsQ2 2023: 712 institutionsQ3 2023: 665 institutionsQ4 2023: 708 institutionsQ1 2024: 686 institutionsQ2 2024: 669 institutionsQ3 2024: 695 institutionsQ4 2024: 819 institutionsQ1 2025: 810 institutionsQ2 2025: 782 institutionsQ3 2025: 816 institutionsQ4 2025: 791 institutionsQ1 2026: 709 institutionsQ2 2026: 674 institutions
Value heldQ3 2025: $12.2B
Q1 2021: $28.7BQ2 2021: $41.7BQ3 2021: $39.2BQ4 2021: $23.0BQ1 2022: $16.5BQ2 2022: $8.86BQ3 2022: $8.32BQ4 2022: $8.69BQ1 2023: $9.15BQ2 2023: $8.15BQ3 2023: $6.37BQ4 2023: $9.38BQ1 2024: $9.60BQ2 2024: $8.62BQ3 2024: $10.1BQ4 2024: $15.9BQ1 2025: $14.1BQ2 2025: $13.7BQ3 2025: $12.2BQ4 2025: $11.6BQ1 2026: $8.50BQ2 2026: $7.87B
Institutions holding DOCU and their total value by quarter
QuarterHoldersValue
Q2 2026674$7.87B
Q1 2026709$8.50B
Q4 2025791$11.6B
Q3 2025816$12.2B
Q2 2025782$13.7B
Q1 2025810$14.1B
Q4 2024819$15.9B
Q3 2024695$10.1B
Q2 2024669$8.62B
Q1 2024686$9.60B
Q4 2023708$9.38B
Q3 2023665$6.37B
Q2 2023712$8.15B
Q1 2023728$9.15B
Q4 2022737$8.69B
Q3 2022738$8.32B
Q2 2022793$8.86B
Q1 2022936$16.5B
Q4 20211,010$23.0B
Q3 20211,043$39.2B
Q2 20211,028$41.7B
Q1 2021970$28.7B

Institutions, Q3 2025

Shares, value and share of portfolio for each institution holding DocuSign, Inc.; share changes are against Q2 2025.

Institutions holding DOCU in Q3 2025
InstitutionSharesValue% of portfolioChange in sharesAction
Park Square Financial Group, LLC147$10.6K0.05%−43−22.6%Reduced
Ameritas Advisory Services, LLC143$10.3K0.00%−13,569−99.0%Reduced
Addison Advisors LLC141$10.2K0.00%+41+41.0%Added
Rothschild Investment LLC138$9.95K0.00%+38+38.0%Added
Cary Street Partner Investment Advisory LLC137$9.88K0.00%+44+47.3%Added
Financial Management Professionals, Inc.136$9.80K0.00%00.0%Unchanged
Huntington National Bank133$9.59K0.00%−335−71.6%Reduced
Richardson Financial Services Inc.133$9.59K0.01%+22+19.8%Added
GPS Wealth Strategies Group, LLC132$9.52K0.00%−63−32.3%Reduced
Private Wealth Management Group, LLC126$9.08K0.00%00.0%Unchanged
Salem Investment Counselors Inc118$8.51K0.00%00.0%Unchanged
Glen Eagle Advisors, LLC108$7.79K0.00%00.0%Unchanged
PFS Partners, LLC105$7.57K0.00%00.0%Unchanged
Bogart Wealth, LLC105$7.57K0.00%+6+6.1%Added
Graney & King, LLC100$7.21K0.00%00.0%Unchanged
American National Bank100$7.21K0.00%+100New
ZRC Wealth Management, LLC98$7.07K0.00%+26+36.1%Added
Hollencrest Capital Management90$6.49K0.00%00.0%Unchanged
Salomon & Ludwin, LLC93$6.49K0.00%+93New
Colonial Trust Co86$6.20K0.00%00.0%Unchanged
Arlington Trust Co LLC85$6.13K0.00%00.0%Unchanged
Valley National Advisers Inc87$6.00K0.00%00.0%Unchanged
Proffitt & Goodson Inc83$5.98K0.00%+83New
Cornerstone Planning Group LLC59$5.88K0.00%+34+136.0%Added
Strategic Wealth Partners, Ltd.81$5.84K0.00%+81New
Spire Wealth Management80$5.77K0.00%−292−78.5%Reduced
Cheviot Value Management, LLC80$5.66K0.00%+80New
Fourth Dimension Wealth, LLC78$5.62K0.00%−13−14.3%Reduced
Marshall & Sterling Wealth Advisors Inc.76$5.48K0.00%+21+38.2%Added
Tidemark, LLC75$5.41K0.00%00.0%Unchanged
TSFG, LLC63$5.00K0.00%−29−31.5%Reduced
Ameriflex Group, Inc.64$4.61K0.00%+64New
High Note Wealth, LLC62$4.47K0.00%+5+8.8%Added
Exchange Traded Concepts, LLC59$4.25K0.00%−3,378−98.3%Reduced
Bare Financial Services, Inc54$3.89K0.00%−3−5.3%Reduced
Sachetta, LLC54$3.89K0.00%+32+145.5%Added
BFSG, LLC50$3.60K0.00%00.0%Unchanged
Quest 10 Wealth Builders, Inc.50$3.60K0.00%00.0%Unchanged
Asset Planning,Inc50$3.60K0.00%00.0%Unchanged
JPL Wealth Management, LLC48$3.46K0.00%+48New
Bell Investment Advisors, Inc47$3.39K0.00%−40−46.0%Reduced
PayPay Securities Corp47$3.37K0.12%+39+487.5%Added
Marquette Asset Management, LLC46$3.32K0.00%+46New
Creekmur Asset Management LLC45$3.24K0.00%−2−4.3%Reduced
Evelyn Partners Asset Management Ltd45$3.24K0.00%+45New
GHP Investment Advisors, Inc.44$3.17K0.00%00.0%Unchanged
Bartlett & Co. Wealth Management LLC43$3.10K0.00%−12−21.8%Reduced
Retirement Wealth Solutions LLC43$3.10K0.00%+43New
Cape Investment Advisory, Inc.41$2.96K0.00%−151−78.6%Reduced
City Holding Co40$2.88K0.00%+40New
Atlantic Trust, LLC39$2.81K0.00%+10+34.5%Added
Turning Point Benefit Group, Inc.39$2.69K0.00%+39New
Webster Bank, N. A.36$2.60K0.00%00.0%Unchanged
NBC Securities, Inc.31$2.23K0.00%+15+93.8%Added
Anfield Capital Management, LLC30$2.16K0.00%00.0%Unchanged
Johnson Financial Group, Inc.30$2.16K0.00%+30New
Cromwell Holdings LLC29$2.09K0.00%+10+52.6%Added
MJT & Associates Financial Advisory Group, Inc.28$2.02K0.00%+28New
Park Place Capital Corp27$1.95K0.00%00.0%Unchanged
Transamerica Financial Advisors, Inc.24$1.73K0.00%+24New
Aspect Partners, LLC24$1.73K0.00%+24New
Winnow Wealth LLC23$1.68K0.00%+23New
Fortitude Family Office, LLC23$1.66K0.00%+4+21.1%Added
CNB Bank21$1.51K0.00%00.0%Unchanged
Asset Dedication, LLC20$1.44K0.00%−27−57.4%Reduced
Raffa Wealth Management, LLC20$1.44K0.00%00.0%Unchanged
Global Wealth Strategies & Associates20$1.44K0.00%00.0%Unchanged
MV Capital Management, Inc.19$1.37K0.00%−6−24.0%Reduced
Family Legacy Financial Solutions, LLC19$1.37K0.00%−1−5.0%Reduced
JFS Wealth Advisors, LLC18$1.30K0.00%−13−41.9%Reduced
Kilter Group LLC18$1.30K0.00%00.0%Unchanged
Solstein Capital, LLC18$1.30K0.00%00.0%Unchanged
Holos Integrated Wealth LLC18$1.23K0.00%00.0%Unchanged
N.E.W. Advisory Services LLC15$1.08K0.00%00.0%Unchanged
South State Corp.14$1.01K0.00%−355−96.2%Reduced
Greykasell Wealth Strategies, Inc.14$1.01K0.00%+14New
FNY Investment Advisers, LLC14$1.00K0.00%−1,527−99.1%Reduced
Avion Wealth25$1.00K0.00%−1−3.8%Reduced
Winthrop Capital Management, LLC18$1.00K0.00%00.0%Unchanged
Valued Wealth Advisors LLC13$9380.00%00.0%Unchanged
DiNuzzo Private Wealth, Inc.12$9200.00%00.0%Unchanged
Rialto Wealth Management, LLC12$8660.00%+2+20.0%Added
Financial Network Wealth Advisors LLC12$8650.00%00.0%Unchanged
Principia Wealth Advisory, LLC11$7930.00%−2−15.4%Reduced
ORG Wealth Partners, LLC11$7920.00%00.0%Unchanged
St. Johns Investment Management Company, LLC10$7210.00%00.0%Unchanged
MB, Levis & Associates, LLC10$7210.00%00.0%Unchanged
ORG Partners LLC10$7200.00%−61−85.9%Reduced
Perkins Coie Trust Co10$7200.00%+10New
Hughes Financial Services, LLC9$6270.00%00.0%Unchanged
Glass Jacobson Investment Advisors llc8$5770.00%00.0%Unchanged
Sound Income Strategies, LLC8$5710.00%00.0%Unchanged
Guerra Advisors Inc7$5310.00%+7New
Sittner & Nelson, LLC7$5050.00%00.0%Unchanged
Key Financial Inc7$4830.00%00.0%Unchanged
UMA Financial Services, Inc.6$4330.00%+6New
Dunhill Financial, LLC6$4230.00%+1+20.0%Added
Bear Mountain Capital, Inc.5$3620.00%00.0%Unchanged
Bay Harbor Wealth Management, LLC5$3600.00%+2+66.7%Added
DecisionPoint Financial, LLC5$3450.00%−2−28.6%Reduced