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 |
|---|---|---|---|---|---|
| Garner Asset Management Corp | 925 | $63.3K | 0.02% | +925 | New |
| Bessemer Group Inc | 886 | $60.0K | 0.00% | +13+1.5% | Added |
| Itau Unibanco Holding S.A. | 864 | $59.1K | 0.00% | +326+60.6% | Added |
| CIBC Private Wealth Group, LLC | 854 | $58.4K | 0.00% | +460+116.8% | Added |
| City State Bank | 845 | $57.8K | 0.02% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 797 | $54.5K | 0.00% | +288+56.6% | Added |
| SageView Advisory Group, LLC | 795 | $54.4K | 0.00% | +795 | New |
| Strategic Advocates LLC | 694 | $47.9K | 0.01% | 00.0% | Unchanged |
| Bryn Mawr Trust Co | 700 | $47.9K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 666 | $46.0K | 0.00% | −1,738−72.3% | Reduced |
| Private Trust Co NA | 672 | $46.0K | 0.00% | +25+3.9% | Added |
| Pinnacle Wealth Planning Services, Inc. | 671 | $45.9K | 0.00% | +671 | New |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 643 | $44.0K | 0.02% | +643 | New |
| Whittier Trust Co | 661 | $43.1K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 619 | $42.3K | 0.01% | +23+3.9% | Added |
| TD Waterhouse Canada Inc. | 590 | $40.4K | 0.00% | +70+13.5% | Added |
| Basepoint Wealth LLC | 566 | $38.7K | 0.02% | +566 | New |
| Cary Street Partner Investment Advisory LLC | 561 | $38.4K | 0.01% | +424+309.5% | Added |
| Caz Investments LP | 500 | $34.2K | 0.06% | 00.0% | Unchanged |
| Silvant Capital Management LLC | 478 | $32.7K | 0.00% | −27−5.3% | Reduced |
| WPG Advisers, LLC | 475 | $32.5K | 0.02% | 00.0% | Unchanged |
| Bank Julius Baer & Co. Ltd, Zurich | 450 | $30.8K | 0.00% | −27,740−98.4% | Reduced |
| Aventura Private Wealth, LLC | 435 | $29.8K | 0.01% | 00.0% | Unchanged |
| True Wealth Design, LLC | 433 | $29.6K | 0.01% | +222+105.2% | Added |
| North Star Investment Management Corp. | 431 | $29.5K | 0.00% | +18+4.4% | Added |
| Medallion Wealth Advisors, LLC | 423 | $28.9K | 0.01% | 00.0% | Unchanged |
| Torren Management, LLC | 410 | $28.0K | 0.01% | +410 | New |
| Ancora Advisors, LLC | 400 | $27.4K | 0.00% | +15+3.9% | Added |
| Modus Advisors, LLC | 400 | $27.4K | 0.01% | +400 | New |
| Bank & Trust Co | 383 | $26.2K | 0.02% | −41−9.7% | Reduced |
| Central Pacific Bank - Trust Division | 369 | $25.2K | 0.00% | +369 | New |
| Cullen/Frost Bankers, Inc. | 358 | $24.5K | 0.00% | +163+83.6% | Added |
| Massmutual Trust Co FSB | 357 | $24.4K | 0.00% | −52−12.7% | Reduced |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 340 | $23.3K | 0.01% | 00.0% | Unchanged |
| Basecamp Wealth Advisors LLC | 340 | $23.3K | 0.00% | +340 | New |
| McIlrath & Eck, LLC | 315 | $21.5K | 0.00% | −117−27.1% | Reduced |
| SWAN Capital LLC | 315 | $21.5K | 0.01% | 00.0% | Unchanged |
| EMC Capital Management | 300 | $21.0K | 0.01% | 00.0% | Unchanged |
| Evolution Wealth Management Inc. | 306 | $20.9K | 0.02% | 00.0% | Unchanged |
| Innovative Advisory Group, LLC | 300 | $20.5K | 0.01% | −600−66.7% | Reduced |
| Creative Financial Designs Inc | 298 | $20.4K | 0.00% | 00.0% | Unchanged |
| EFG International AG | 270 | $18.5K | 0.00% | +270 | New |
| Estabrook Capital Management | 250 | $17.1K | 0.00% | 00.0% | Unchanged |
| Atlantic Union Bankshares Corp | 248 | $17.0K | 0.00% | −57−18.7% | Reduced |
| Adirondack Trust Co | 235 | $16.1K | 0.01% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 225 | $15.4K | 0.00% | −50−18.2% | Reduced |
| CVA Family Office, LLC | 223 | $15.3K | 0.00% | 00.0% | Unchanged |
| Park Square Financial Group, LLC | 159 | $14.3K | 0.08% | +12+8.2% | Added |
| Quent Capital, LLC | 208 | $14.2K | 0.00% | −8−3.7% | Reduced |
| Raiffeisen Bank International AG | 199 | $13.7K | 0.00% | 00.0% | Unchanged |
| 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 |
| Parkside Financial Bank & Trust | 195 | $13.3K | 0.00% | +18+10.2% | Added |
| MPWM Advisory Solutions, LLC | 195 | $13.3K | 0.01% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 199 | $12.8K | 0.00% | +106+114.0% | Added |
| WealthCollab, LLC | 181 | $12.4K | 0.01% | −114−38.6% | Reduced |
| Global Trust Asset Management, LLC | 180 | $12.3K | 0.00% | −1,400−88.6% | Reduced |
| Zions Bancorporation, National Association | 179 | $12.2K | 0.00% | +179 | New |
| Farmers & Merchants Investments Inc | 177 | $12.1K | 0.00% | +5+2.9% | Added |
| LRI Investments, LLC | 171 | $11.7K | 0.00% | 00.0% | Unchanged |
| Root Financial Partners, LLC | 169 | $11.6K | 0.00% | +5+3.0% | Added |
| Godfrey Financial Associates, Inc. | 160 | $10.9K | 0.01% | +160 | New |
| Pacifica Partners Inc. | 165 | $10.7K | 0.00% | 00.0% | Unchanged |
| Elyxium Wealth, LLC | 156 | $10.7K | 0.00% | +156 | New |
| Bell Investment Advisors, Inc | 141 | $9.64K | 0.00% | +94+200.0% | Added |
| Financial Management Professionals, Inc. | 136 | $9.30K | 0.00% | 00.0% | Unchanged |
| Golden State Wealth Management, LLC | 134 | $9.17K | 0.00% | −130−49.2% | Reduced |
| Private Wealth Management Group, LLC | 126 | $8.62K | 0.00% | 00.0% | Unchanged |
| Keating Financial Advisory Services, Inc. | 124 | $8.48K | 0.00% | +124 | New |
| Huntington National Bank | 123 | $8.41K | 0.00% | −10−7.5% | Reduced |
| Richardson Financial Services Inc. | 116 | $7.93K | 0.00% | −17−12.8% | Reduced |
| ZRC Wealth Management, LLC | 115 | $7.87K | 0.00% | +17+17.3% | Added |
| Marquette Asset Management, LLC | 109 | $7.46K | 0.00% | +63+137.0% | Added |
| PFS Partners, LLC | 105 | $7.18K | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 101 | $6.91K | 0.00% | +60+146.3% | Added |
| Addison Advisors LLC | 100 | $6.84K | 0.00% | −41−29.1% | Reduced |
| Graney & King, LLC | 100 | $6.84K | 0.00% | 00.0% | Unchanged |
| Strive Financial Group ,LLC | 95 | $6.50K | 0.00% | +95 | New |
| Hollencrest Capital Management | 90 | $6.16K | 0.00% | 00.0% | Unchanged |
| ORG Partners LLC | 86 | $5.88K | 0.00% | +76+760.0% | Added |
| Arlington Trust Co LLC | 85 | $5.81K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 82 | $5.61K | 0.00% | +2+2.5% | Added |
| MJT & Associates Financial Advisory Group, Inc. | 80 | $5.47K | 0.00% | +52+185.7% | Added |
| Fourth Dimension Wealth, LLC | 78 | $5.34K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 78 | $5.33K | 0.00% | −54−40.9% | Reduced |
| Tidemark, LLC | 75 | $5.13K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 75 | $5.13K | 0.00% | +72+2,400.0% | Added |
| Valley National Advisers Inc | 87 | $5.00K | 0.00% | 00.0% | Unchanged |
| Hurley Capital, LLC | 73 | $4.99K | 0.00% | +71+3,550.0% | Added |
| Kingdom Financial Group LLC. | 69 | $4.72K | 0.00% | +69 | New |
| Bogart Wealth, LLC | 68 | $4.65K | 0.00% | −37−35.2% | Reduced |
| Signature Equity Partners, LLC | 68 | $4.65K | 0.00% | +68 | New |
| Colonial Trust Co | 64 | $4.38K | 0.00% | −22−25.6% | Reduced |
| High Note Wealth, LLC | 64 | $4.38K | 0.00% | +2+3.2% | Added |
| Atlantic Trust, LLC | 63 | $4.31K | 0.00% | +24+61.5% | Added |
| NCP Inc. | 60 | $4.10K | 0.00% | +60 | New |
| TSFG, LLC | 63 | $4.00K | 0.00% | 00.0% | Unchanged |
| BFSG, LLC | 50 | $3.42K | 0.00% | 00.0% | Unchanged |
| Quest 10 Wealth Builders, Inc. | 50 | $3.42K | 0.00% | 00.0% | Unchanged |