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 |
|---|---|---|---|---|---|
| Sandbox Financial Partners, LLC | 4,494 | $307.4K | 0.09% | 00.0% | Unchanged |
| Pzena Investment Management LLC | 4,510 | $308.5K | 0.00% | +4,510 | New |
| Synergy Financial Group, LTD | 4,525 | $309.5K | 0.22% | −176−3.7% | Reduced |
| Sequoia Financial Advisors, LLC | 4,544 | $310.8K | 0.00% | +570+14.3% | Added |
| SRS Capital Advisors, Inc. | 4,626 | $316.4K | 0.01% | −2,379−34.0% | Reduced |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 4,631 | $316.8K | 0.00% | +4,631 | New |
| PFG Investments, LLC | 4,659 | $318.7K | 0.02% | +402+9.4% | Added |
| Virtue Capital Management, LLC | 20,084 | $325.4K | 0.05% | −5,473−21.4% | Reduced |
| Jackson Creek Investment Advisors LLC | 4,777 | $327.0K | 0.10% | −11−0.2% | Reduced |
| Pinnacle Associates Ltd | 4,790 | $327.6K | 0.00% | +1,097+29.7% | Added |
| STRS Ohio | 4,811 | $329.1K | 0.00% | +8+0.2% | Added |
| Intellectus Partners, LLC | 4,817 | $329.5K | 0.06% | −10−0.2% | Reduced |
| Garde Capital, Inc. | 4,839 | $331.0K | 0.02% | −350−6.7% | Reduced |
| Formidable Asset Management, LLC | 4,875 | $333.4K | 0.05% | −4,356−47.2% | Reduced |
| Skopos Labs, Inc. | 4,809 | $334.1K | 0.02% | +1,270+35.9% | Added |
| Edgestream Partners, L.P. | 4,903 | $335.4K | 0.01% | +4,903 | New |
| Optas, LLC | 4,954 | $338.9K | 0.05% | −646−11.5% | Reduced |
| Audent Global Asset Management, LLC | 4,971 | $340.0K | 0.22% | −82−1.6% | Reduced |
| Obermeyer Wood Investment Counsel, LLLP | 5,000 | $342.0K | 0.02% | 00.0% | Unchanged |
| International Assets Investment Management, LLC | 5,031 | $344.1K | 0.02% | +63+1.3% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 5,072 | $346.9K | 0.02% | −780−13.3% | Reduced |
| Cassaday & Co Wealth Management LLC | 5,133 | $351.1K | 0.01% | 00.0% | Unchanged |
| TCG Advisory Services, LLC | 5,207 | $356.2K | 0.01% | +5,207 | New |
| Truist Financial Corp | 5,270 | $360.5K | 0.00% | −371−6.6% | Reduced |
| Summit Financial, LLC | 5,280 | $361.2K | 0.01% | −2,189−29.3% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 5,282 | $361.3K | 0.00% | +310+6.2% | Added |
| Snowden Capital Advisors LLC | 5,284 | $361.4K | 0.01% | −308−5.5% | Reduced |
| Kentucky Retirement Systems Insurance Trust Fund | 5,285 | $361.5K | 0.02% | 00.0% | Unchanged |
| Wahed Invest LLC | 5,287 | $361.6K | 0.05% | −181−3.3% | Reduced |
| Par Capital Management Inc | 5,300 | $362.5K | 0.01% | +2,300+76.7% | Added |
| Legacy Financial Advisors, Inc. | 5,307 | $363.0K | 0.05% | −50−0.9% | Reduced |
| Natixis | 5,337 | $365.1K | 0.00% | −23,455−81.5% | Reduced |
| Americana Partners, LLC | 5,337 | $365.1K | 0.01% | −130−2.4% | Reduced |
| Capstone Investment Advisors, LLC | 5,425 | $371.1K | 0.00% | +2,073+61.8% | Added |
| Steward Partners Investment Advisory, LLC | 5,483 | $375.0K | 0.00% | −1,761−24.3% | Reduced |
| Quest Partners LLC | 5,501 | $376.3K | 0.02% | +5,062+1,153.1% | Added |
| Numerai GP LLC | 5,560 | $380.3K | 0.05% | +5,560 | New |
| Western Wealth Management, LLC | 5,601 | $383.1K | 0.02% | −111−1.9% | Reduced |
| AlphaGrep UK Ltd | 5,697 | $389.7K | 0.13% | +5,697 | New |
| Alps Advisors Inc | 5,747 | $393.1K | 0.00% | +63+1.1% | Added |
| US Bancorp | 5,784 | $395.6K | 0.00% | −427−6.9% | Reduced |
| Everence Capital Management Inc | 5,800 | $397.0K | 0.02% | 00.0% | Unchanged |
| Fifth Third Wealth Advisors LLC | 5,805 | $397.1K | 0.01% | +5+0.1% | Added |
| Ground Swell Capital, LLC | 5,875 | $401.9K | 0.83% | +5,875 | New |
| United Capital Financial Advisers, LLC | 5,884 | $402.5K | 0.00% | +1,806+44.3% | Added |
| Tred Avon Family Wealth, LLC | 5,961 | $407.7K | 0.13% | −562−8.6% | Reduced |
| Buckingham Strategic Partners | 6,011 | $411.2K | 0.01% | +1,601+36.3% | Added |
| Truvestments Capital LLC | 6,056 | $414.2K | 0.08% | +1,345+28.6% | Added |
| Ameritas Advisory Services, LLC | 6,099 | $417.2K | 0.02% | +5,956+4,165.0% | Added |
| Aspiriant, LLC | 6,183 | $422.9K | 0.01% | −3,917−38.8% | Reduced |
| Banque Cantonale Vaudoise | 6,218 | $425.0K | 0.02% | −216−3.4% | Reduced |
| Chicago Partners Investment Group LLC | 7,463 | $428.8K | 0.01% | +246+3.4% | Added |
| ASR Vermogensbeheer N.V. | 6,273 | $429.1K | 0.00% | −66−1.0% | Reduced |
| Essex Financial Services, Inc. | 6,334 | $433.2K | 0.02% | +424+7.2% | Added |
| CSS LLC | 6,393 | $437.3K | 0.02% | +6,393 | New |
| Palogic Value Management, L.P. | 6,412 | $438.6K | 0.19% | +773+13.7% | Added |
| Cresset Asset Management, LLC | 6,493 | $444.1K | 0.00% | −838−11.4% | Reduced |
| Rathbone Brothers plc | 6,515 | $445.6K | 0.00% | −807−11.0% | Reduced |
| Motley Fool Asset Management LLC | 6,581 | $450.1K | 0.02% | +31+0.5% | Added |
| Atomi Financial Group, Inc. | 6,587 | $450.6K | 0.01% | −622−8.6% | Reduced |
| Comprehensive Financial Management LLC | 6,593 | $451.0K | 0.01% | 00.0% | Unchanged |
| Chilton Investment Co LLC | 6,688 | $457.5K | 0.01% | 00.0% | Unchanged |
| J2 Capital Management Inc | 6,722 | $459.8K | 0.34% | −268−3.8% | Reduced |
| Pallas Capital Advisors LLC | 6,722 | $459.8K | 0.02% | +2,049+43.8% | Added |
| Shelton Capital Management | 6,741 | $461.1K | 0.01% | −425−5.9% | Reduced |
| Independent Financial Group, LLC | 6,776 | $463.5K | 0.01% | −500−6.9% | Reduced |
| The PNC Financial Services Group, Inc. | 6,789 | $464.4K | 0.00% | +267+4.1% | Added |
| Vontobel Holding Ltd. | 6,801 | $465.2K | 0.00% | +142+2.1% | Added |
| Prosperity Wealth Management, Inc. | 6,835 | $467.5K | 0.16% | +1,415+26.1% | Added |
| Kornitzer Capital Management Inc | 6,970 | $476.7K | 0.01% | −65−0.9% | Reduced |
| GraniteShares Advisors LLC | 6,986 | $477.8K | 0.29% | +1,007+16.8% | Added |
| Versant Capital Management, Inc | 7,098 | $485.5K | 0.06% | +3,659+106.4% | Added |
| Atria Investments LLC | 7,245 | $495.6K | 0.01% | −1,028−12.4% | Reduced |
| Bennett Selby Investments LP | 7,290 | $498.6K | 0.16% | −500−6.4% | Reduced |
| RSM US Wealth Management LLC | 7,220 | $498.8K | 0.01% | +70+1.0% | Added |
| Mach-1 Financial Group, Inc. | 7,309 | $499.9K | 0.10% | +7,309 | New |
| Baader Bank INC | 7,904 | $502.2K | 0.04% | −12,885−62.0% | Reduced |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 7,373 | $504.3K | 0.01% | +2,879+64.1% | Added |
| Camden Capital, LLC | 7,403 | $506.4K | 0.03% | +1,785+31.8% | Added |
| Beck Capital Management, LLC | 7,415 | $507.2K | 0.12% | −454−5.8% | Reduced |
| Gilbert & Cook, Inc. | 7,553 | $516.6K | 0.06% | −134−1.7% | Reduced |
| Nisa Investment Advisors, LLC | 7,556 | $516.8K | 0.00% | +1,840+32.2% | Added |
| Davenport & Co LLC | 7,601 | $519.9K | 0.00% | −5,063−40.0% | Reduced |
| Freestone Capital Holdings, LLC | 7,643 | $522.8K | 0.02% | −48−0.6% | Reduced |
| Wellington Management Group LLP | 7,808 | $534.1K | 0.00% | −1,852,539−99.6% | Reduced |
| Venture Visionary Partners LLC | 7,850 | $536.9K | 0.02% | +7,850 | New |
| Greenwood Capital Associates LLC | 7,867 | $538.1K | 0.06% | −3,463−30.6% | Reduced |
| Ethic Inc. | 7,893 | $539.9K | 0.01% | +3,348+73.7% | Added |
| E. Ohman J:or Asset Management AB | 7,900 | $540.4K | 0.01% | −1,600−16.8% | Reduced |
| Guggenheim Capital LLC | 7,975 | $545.5K | 0.00% | −6,289−44.1% | Reduced |
| J.W. Cole Advisors, Inc. | 8,169 | $547.5K | 0.01% | −478−5.5% | Reduced |
| Bourgeon Capital Management LLC | 8,008 | $547.7K | 0.09% | +8,008 | New |
| Catalytic Wealth RIA, LLC | 8,028 | $549.1K | 0.02% | −15,537−65.9% | Reduced |
| Forum Financial Management, LP | 8,035 | $549.6K | 0.01% | −113−1.4% | Reduced |
| M&T Bank Corp | 8,058 | $551.2K | 0.00% | +2,581+47.1% | Added |
| Nomura Holdings Inc | 8,071 | $552.1K | 0.00% | −2,007−19.9% | Reduced |
| Oppenheimer Asset Management Inc. | 8,096 | $553.8K | 0.01% | −379−4.5% | Reduced |
| ProShare Advisors LLC | 8,172 | $559.0K | 0.00% | −658−7.5% | Reduced |
| Wealthspire Advisors, LLC | 8,220 | $562.2K | 0.00% | +1,600+24.2% | Added |
| North Dakota State Investment Board | 8,241 | $563.7K | 0.02% | +8,241 | New |