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, 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 |
|---|---|---|---|---|---|
| AlphaCore Capital LLC | 4,256 | $291.1K | 0.01% | +4,256 | New |
| Gsa Capital Partners LLP | 4,233 | $290.0K | 0.02% | −620−12.8% | Reduced |
| Total Wealth Planning & Management, Inc. | 4,223 | $288.9K | 0.23% | +4,223 | New |
| Cascade Financial Partners, LLC | 4,200 | $287.3K | 0.03% | 00.0% | Unchanged |
| Axq Capital, LP | 4,184 | $286.2K | 0.06% | +4,184 | New |
| Aspen Investment Management Inc | 4,133 | $283.0K | 0.09% | 00.0% | Unchanged |
| Interchange Capital Partners, LLC | 4,125 | $282.1K | 0.05% | +4,125 | New |
| Greenberg Financial Group | 4,120 | $281.8K | 0.12% | +4,120 | New |
| Essex LLC | 4,118 | $281.7K | 0.05% | −125−2.9% | Reduced |
| Torrey Growth & Income Advisors | 4,086 | $279.5K | 0.10% | −2,224−35.2% | Reduced |
| HB Wealth Management, LLC | 4,029 | $275.6K | 0.00% | +4,029 | New |
| Sherbrooke Park Advisers LLC | 4,019 | $274.9K | 0.71% | −10,152−71.6% | Reduced |
| Sterling Capital Management LLC | 3,990 | $272.9K | 0.00% | +725+22.2% | Added |
| Prairie Wealth Advisors, Inc. | 0 | $272.8K | 0.12% | −8,193−100.0% | Reduced |
| Patten & Patten Inc | 3,971 | $271.6K | 0.02% | −293−6.9% | Reduced |
| Arista Wealth Management, LLC | 3,913 | $267.6K | 0.03% | −93−2.3% | Reduced |
| EntryPoint Capital, LLC | 3,904 | $267.0K | 0.10% | 00.0% | Unchanged |
| Coldstream Capital Management Inc | 3,890 | $266.1K | 0.00% | −257−6.2% | Reduced |
| Simplex Trading, LLC | 3,820 | $261.3K | 0.01% | −17,091−81.7% | Reduced |
| Gallacher Capital Management LLC | 3,818 | $261.1K | 0.10% | −2,744−41.8% | Reduced |
| Lake Hills Wealth Management, LLC | 3,817 | $261.1K | 0.14% | +3,817 | New |
| Pensionmark Financial Group, LLC | 3,794 | $259.5K | 0.00% | −17−0.4% | Reduced |
| R Squared Ltd | 3,786 | $259.0K | 0.12% | +3,786 | New |
| United Advisor Group, LLC | 3,726 | $254.9K | 0.03% | −62−1.6% | Reduced |
| Woodline Partners LP | 3,706 | $253.5K | 0.00% | −955,232−99.6% | Reduced |
| Integrity Alliance, LLC. | 3,684 | $252.0K | 0.01% | +3,684 | New |
| Hantz Financial Services, Inc. | 3,616 | $247.0K | 0.00% | +955+35.9% | Added |
| Crestwood Advisors Group LLC | 3,608 | $246.8K | 0.00% | +3,608 | New |
| Catalyst Funds Management Pty Ltd | 3,600 | $246.2K | 0.06% | +3,600 | New |
| We Are One Seven, LLC | 3,592 | $245.7K | 0.01% | +55+1.6% | Added |
| U.S. Capital Wealth Advisors, LLC | 3,589 | $245.5K | 0.01% | +541+17.7% | Added |
| Ballentine Partners, LLC | 3,529 | $241.4K | 0.00% | +254+7.8% | Added |
| Burton Enright Welch | 3,519 | $240.7K | 0.03% | −7−0.2% | Reduced |
| Vise Technologies, Inc. | 3,501 | $239.5K | 0.00% | +393+12.6% | Added |
| Dorsey & Whitney Trust CO LLC | 3,493 | $238.9K | 0.01% | +73+2.1% | Added |
| V-Square Quantitative Management LLC | 3,491 | $238.8K | 0.02% | +3,491 | New |
| Leonteq Securities AG | 3,473 | $237.6K | 0.01% | +1,048+43.2% | Added |
| Beacon Pointe Advisors, LLC | 3,409 | $233.2K | 0.00% | +163+5.0% | Added |
| UniSuper Management Pty Ltd | 3,400 | $232.6K | 0.00% | 00.0% | Unchanged |
| DGS Capital Management, LLC | 3,361 | $229.9K | 0.04% | −2,132−38.8% | Reduced |
| Miracle Mile Advisors, LLC | 3,325 | $227.4K | 0.00% | +247+8.0% | Added |
| Knollwood Investment Advisory, LLC | 3,301 | $225.8K | 0.02% | 00.0% | Unchanged |
| Philip James Wealth Mangement, LLC | 3,265 | $223.3K | 0.03% | −628−16.1% | Reduced |
| Silver Oak Securities, Inc | 3,232 | $223.3K | 0.02% | +7+0.2% | Added |
| Mirabella Financial Services LLP | 3,264 | $223.3K | 0.02% | +3,264 | New |
| Csenge Advisory Group | 3,255 | $222.6K | 0.01% | −410−11.2% | Reduced |
| Fairvoy Private Wealth, LLC | 3,245 | $222.0K | 0.05% | −515−13.7% | Reduced |
| Axxcess Wealth Management, LLC | 3,235 | $221.3K | 0.00% | +112+3.6% | Added |
| Cambria Investment Management, L.P. | 3,223 | $220.5K | 0.01% | −150−4.4% | Reduced |
| Altar Rock LLC | 3,197 | $218.7K | 0.26% | +3,197 | New |
| TCW Group Inc | 3,195 | $218.5K | 0.00% | +3,195 | New |
| Strategic Investment Advisors | 3,194 | $218.5K | 0.02% | −737−18.7% | Reduced |
| Childress Capital Advisors, LLC | 3,181 | $217.6K | 0.03% | +3,181 | New |
| S.A. Mason LLC | 3,170 | $216.8K | 0.09% | +3,170 | New |
| Kapstone Financial Advisors LLC | 3,145 | $215.1K | 0.11% | −170−5.1% | Reduced |
| Twin Lakes Capital Management, LLC | 3,143 | $215.0K | 0.10% | 00.0% | Unchanged |
| DRW Securities, LLC | 3,138 | $214.6K | 0.02% | −5,607−64.1% | Reduced |
| Garden State Investment Advisory Services LLC | 3,087 | $211.2K | 0.05% | +59+1.9% | Added |
| Perigon Wealth Management, LLC | 3,023 | $206.8K | 0.00% | +3,023 | New |
| Claret Asset Management Corp | 2,992 | $205.0K | 0.02% | −7−0.2% | Reduced |
| Stephens Inc | 2,974 | $203.4K | 0.00% | −143−4.6% | Reduced |
| Global Retirement Partners, LLC | 2,885 | $197.3K | 0.00% | +200+7.4% | Added |
| Sunbelt Securities, Inc. | 2,857 | $195.4K | 0.01% | 00.0% | Unchanged |
| Exchange Traded Concepts, LLC | 2,831 | $193.6K | 0.00% | +2,772+4,698.3% | Added |
| Siemens Fonds Invest GmbH | 2,773 | $191.6K | 0.01% | 00.0% | Unchanged |
| Ostrum Asset Management | 2,723 | $186.3K | 0.01% | −903−24.9% | Reduced |
| IFP Advisors, Inc | 2,638 | $180.4K | 0.00% | +653+32.9% | Added |
| Flagship Harbor Advisors, LLC | 2,565 | $175.4K | 0.01% | −2,112−45.2% | Reduced |
| Geneos Wealth Management Inc. | 2,441 | $167.0K | 0.00% | +51+2.1% | Added |
| Rothschild Investment LLC | 2,415 | $165.2K | 0.01% | +2,277+1,650.0% | Added |
| LSV Asset Management | 2,300 | $157.0K | 0.00% | −9,500−80.5% | Reduced |
| Parallel Advisors, LLC | 2,143 | $146.6K | 0.00% | +158+8.0% | Added |
| Rossby Financial, LCC | 2,103 | $143.8K | 0.05% | +38+1.8% | Added |
| GAMMA Investing LLC | 2,092 | $143.1K | 0.01% | −609−22.5% | Reduced |
| Umb Bank N A | 1,870 | $127.9K | 0.00% | −1,616−46.4% | Reduced |
| Clearstead Advisors, LLC | 1,785 | $122.1K | 0.00% | −87−4.6% | Reduced |
| Covestor Ltd | 1,669 | $114.0K | 0.06% | −1,349−44.7% | Reduced |
| Employees Retirement System of Texas | 1,657 | $113.0K | 0.00% | 00.0% | Unchanged |
| Union Bancaire Privee, UBP SA | 1,710 | $110.8K | 0.00% | +1,710 | New |
| BOK Financial Private Wealth, Inc. | 1,615 | $110.5K | 0.01% | +1,615 | New |
| Montag A & Associates Inc | 1,555 | $106.4K | 0.00% | +1,555 | New |
| Kayne Anderson Rudnick Investment Management LLC | 1,550 | $106.0K | 0.00% | +525+51.2% | Added |
| Rakuten Securities, Inc. | 1,538 | $105.2K | 0.03% | +552+56.0% | Added |
| EverSource Wealth Advisors, LLC | 1,536 | $105.1K | 0.00% | +307+25.0% | Added |
| Archer Investment Corp | 1,532 | $104.8K | 0.02% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 1,497 | $102.4K | 0.00% | −7,803−83.9% | Reduced |
| Aster Capital Management (DIFC) Ltd | 1,451 | $99.2K | 0.04% | −302−17.2% | Reduced |
| CWM Advisors, LLC | 1,429 | $97.7K | 0.01% | +1,429 | New |
| Alphadyne Asset Management LP | 1,414 | $96.7K | 0.01% | +1,414 | New |
| Cohen & Steers, Inc. | 1,400 | $96.0K | 0.00% | 00.0% | Unchanged |
| Mirae Asset Global ETFs Holdings Ltd. | 1,367 | $93.5K | 0.00% | −1,235−47.5% | Reduced |
| Whipplewood Advisors, LLC | 1,300 | $88.9K | 0.06% | 00.0% | Unchanged |
| Fifth Third Bancorp | 1,223 | $83.7K | 0.00% | −138−10.1% | Reduced |
| Signaturefd, LLC | 1,221 | $83.5K | 0.00% | +49+4.2% | Added |
| Financial Perspectives, Inc | 1,178 | $80.6K | 0.02% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 1,133 | $77.5K | 0.00% | +61+5.7% | Added |
| Whittier Trust Co of Nevada Inc | 1,159 | $75.6K | 0.00% | +118+11.3% | Added |
| Essential Partners LLC | 1,039 | $71.1K | 0.02% | +480+85.9% | Added |
| CoreCap Advisors, LLC | 1,027 | $70.2K | 0.00% | −37−3.5% | Reduced |
| Reyes Financial Architecture, Inc. | 968 | $66.2K | 0.04% | −8−0.8% | Reduced |