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, Q4 2025
Institutional positions in DocuSign, Inc. as of Dec 31, 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
- 791
- −10 vs. Q3 2025
- Shares held
- 169.3M
- +1.19M (+0.7%) vs. Q3 2025
- Total value
- $11.6B
- −$555.8M (−4.6%) vs. Q3 2025
- New holders
- 111
- 259 more added
- Sold out
- 121
- 309 more reduced
15 institutions that held it in Q3 2025 haven't filed for Q4 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2025
Shares, value and share of portfolio for each institution holding DocuSign, Inc.; share changes are against Q3 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Kingdom Financial Group LLC. | 69 | $4.72K | 0.00% | +69 | New |
| Hurley Capital, LLC | 73 | $4.99K | 0.00% | +71+3,550.0% | Added |
| Valley National Advisers Inc | 87 | $5.00K | 0.00% | 00.0% | Unchanged |
| Tidemark, LLC | 75 | $5.13K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 75 | $5.13K | 0.00% | +72+2,400.0% | Added |
| GPS Wealth Strategies Group, LLC | 78 | $5.33K | 0.00% | −54−40.9% | Reduced |
| Fourth Dimension Wealth, LLC | 78 | $5.34K | 0.00% | 00.0% | Unchanged |
| MJT & Associates Financial Advisory Group, Inc. | 80 | $5.47K | 0.00% | +52+185.7% | Added |
| Spire Wealth Management | 82 | $5.61K | 0.00% | +2+2.5% | Added |
| Arlington Trust Co LLC | 85 | $5.81K | 0.00% | 00.0% | Unchanged |
| ORG Partners LLC | 86 | $5.88K | 0.00% | +76+760.0% | Added |
| Hollencrest Capital Management | 90 | $6.16K | 0.00% | 00.0% | Unchanged |
| Strive Financial Group ,LLC | 95 | $6.50K | 0.00% | +95 | New |
| Addison Advisors LLC | 100 | $6.84K | 0.00% | −41−29.1% | Reduced |
| Graney & King, LLC | 100 | $6.84K | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 101 | $6.91K | 0.00% | +60+146.3% | Added |
| PFS Partners, LLC | 105 | $7.18K | 0.00% | 00.0% | Unchanged |
| Marquette Asset Management, LLC | 109 | $7.46K | 0.00% | +63+137.0% | Added |
| ZRC Wealth Management, LLC | 115 | $7.87K | 0.00% | +17+17.3% | Added |
| Richardson Financial Services Inc. | 116 | $7.93K | 0.00% | −17−12.8% | Reduced |
| Huntington National Bank | 123 | $8.41K | 0.00% | −10−7.5% | Reduced |
| Keating Financial Advisory Services, Inc. | 124 | $8.48K | 0.00% | +124 | New |
| Private Wealth Management Group, LLC | 126 | $8.62K | 0.00% | 00.0% | Unchanged |
| Golden State Wealth Management, LLC | 134 | $9.17K | 0.00% | −130−49.2% | Reduced |
| Financial Management Professionals, Inc. | 136 | $9.30K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 141 | $9.64K | 0.00% | +94+200.0% | Added |
| Elyxium Wealth, LLC | 156 | $10.7K | 0.00% | +156 | New |
| Pacifica Partners Inc. | 165 | $10.7K | 0.00% | 00.0% | Unchanged |
| Godfrey Financial Associates, Inc. | 160 | $10.9K | 0.01% | +160 | New |
| Root Financial Partners, LLC | 169 | $11.6K | 0.00% | +5+3.0% | Added |
| LRI Investments, LLC | 171 | $11.7K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 177 | $12.1K | 0.00% | +5+2.9% | Added |
| Zions Bancorporation, National Association | 179 | $12.2K | 0.00% | +179 | New |
| Global Trust Asset Management, LLC | 180 | $12.3K | 0.00% | −1,400−88.6% | Reduced |
| WealthCollab, LLC | 181 | $12.4K | 0.01% | −114−38.6% | Reduced |
| Salomon & Ludwin, LLC | 199 | $12.8K | 0.00% | +106+114.0% | Added |
| MPWM Advisory Solutions, LLC | 195 | $13.3K | 0.01% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 195 | $13.3K | 0.00% | +18+10.2% | Added |
| HM Payson & Co | 200 | $13.7K | 0.00% | 00.0% | Unchanged |
| Strategic Investment Solutions, Inc. | 200 | $13.7K | 0.00% | 00.0% | Unchanged |
| McGuire Capital Advisors Inc | 200 | $13.7K | 0.01% | +200 | New |
| Raiffeisen Bank International AG | 199 | $13.7K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 208 | $14.2K | 0.00% | −8−3.7% | Reduced |
| Park Square Financial Group, LLC | 159 | $14.3K | 0.08% | +12+8.2% | Added |
| CVA Family Office, LLC | 223 | $15.3K | 0.00% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 225 | $15.4K | 0.00% | −50−18.2% | Reduced |
| Adirondack Trust Co | 235 | $16.1K | 0.01% | 00.0% | Unchanged |
| Atlantic Union Bankshares Corp | 248 | $17.0K | 0.00% | −57−18.7% | Reduced |
| Estabrook Capital Management | 250 | $17.1K | 0.00% | 00.0% | Unchanged |
| EFG International AG | 270 | $18.5K | 0.00% | +270 | New |
| Creative Financial Designs Inc | 298 | $20.4K | 0.00% | 00.0% | Unchanged |
| Innovative Advisory Group, LLC | 300 | $20.5K | 0.01% | −600−66.7% | Reduced |
| Evolution Wealth Management Inc. | 306 | $20.9K | 0.02% | 00.0% | Unchanged |
| EMC Capital Management | 300 | $21.0K | 0.01% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 315 | $21.5K | 0.00% | −117−27.1% | Reduced |
| SWAN Capital LLC | 315 | $21.5K | 0.01% | 00.0% | Unchanged |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 340 | $23.3K | 0.01% | 00.0% | Unchanged |
| Basecamp Wealth Advisors LLC | 340 | $23.3K | 0.00% | +340 | New |
| Massmutual Trust Co FSB | 357 | $24.4K | 0.00% | −52−12.7% | Reduced |
| Cullen/Frost Bankers, Inc. | 358 | $24.5K | 0.00% | +163+83.6% | Added |
| Central Pacific Bank - Trust Division | 369 | $25.2K | 0.00% | +369 | New |
| Bank & Trust Co | 383 | $26.2K | 0.02% | −41−9.7% | Reduced |
| Ancora Advisors, LLC | 400 | $27.4K | 0.00% | +15+3.9% | Added |
| Modus Advisors, LLC | 400 | $27.4K | 0.01% | +400 | New |
| Torren Management, LLC | 410 | $28.0K | 0.01% | +410 | New |
| Medallion Wealth Advisors, LLC | 423 | $28.9K | 0.01% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 431 | $29.5K | 0.00% | +18+4.4% | Added |
| True Wealth Design, LLC | 433 | $29.6K | 0.01% | +222+105.2% | Added |
| Aventura Private Wealth, LLC | 435 | $29.8K | 0.01% | 00.0% | Unchanged |
| Bank Julius Baer & Co. Ltd, Zurich | 450 | $30.8K | 0.00% | −27,740−98.4% | Reduced |
| WPG Advisers, LLC | 475 | $32.5K | 0.02% | 00.0% | Unchanged |
| Silvant Capital Management LLC | 478 | $32.7K | 0.00% | −27−5.3% | Reduced |
| Caz Investments LP | 500 | $34.2K | 0.06% | 00.0% | Unchanged |
| Cary Street Partner Investment Advisory LLC | 561 | $38.4K | 0.01% | +424+309.5% | Added |
| Basepoint Wealth LLC | 566 | $38.7K | 0.02% | +566 | New |
| TD Waterhouse Canada Inc. | 590 | $40.4K | 0.00% | +70+13.5% | Added |
| SJS Investment Consulting Inc. | 619 | $42.3K | 0.01% | +23+3.9% | Added |
| Whittier Trust Co | 661 | $43.1K | 0.00% | 00.0% | Unchanged |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 643 | $44.0K | 0.02% | +643 | New |
| Pinnacle Wealth Planning Services, Inc. | 671 | $45.9K | 0.00% | +671 | New |
| Private Trust Co NA | 672 | $46.0K | 0.00% | +25+3.9% | Added |
| Smartleaf Asset Management LLC | 666 | $46.0K | 0.00% | −1,738−72.3% | Reduced |
| Bryn Mawr Trust Co | 700 | $47.9K | 0.00% | 00.0% | Unchanged |
| Strategic Advocates LLC | 694 | $47.9K | 0.01% | 00.0% | Unchanged |
| SageView Advisory Group, LLC | 795 | $54.4K | 0.00% | +795 | New |
| Harbour Investments, Inc. | 797 | $54.5K | 0.00% | +288+56.6% | Added |
| City State Bank | 845 | $57.8K | 0.02% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 854 | $58.4K | 0.00% | +460+116.8% | Added |
| Itau Unibanco Holding S.A. | 864 | $59.1K | 0.00% | +326+60.6% | Added |
| Bessemer Group Inc | 886 | $60.0K | 0.00% | +13+1.5% | Added |
| Garner Asset Management Corp | 925 | $63.3K | 0.02% | +925 | New |
| Reyes Financial Architecture, Inc. | 968 | $66.2K | 0.04% | −8−0.8% | Reduced |
| CoreCap Advisors, LLC | 1,027 | $70.2K | 0.00% | −37−3.5% | Reduced |
| Essential Partners LLC | 1,039 | $71.1K | 0.02% | +480+85.9% | Added |
| Whittier Trust Co of Nevada Inc | 1,159 | $75.6K | 0.00% | +118+11.3% | Added |
| Ronald Blue Trust, Inc. | 1,133 | $77.5K | 0.00% | +61+5.7% | Added |
| Financial Perspectives, Inc | 1,178 | $80.6K | 0.02% | 00.0% | Unchanged |
| Signaturefd, LLC | 1,221 | $83.5K | 0.00% | +49+4.2% | Added |
| Fifth Third Bancorp | 1,223 | $83.7K | 0.00% | −138−10.1% | Reduced |
| Whipplewood Advisors, LLC | 1,300 | $88.9K | 0.06% | 00.0% | Unchanged |