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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 12 sales; 674 institutions reported holding it in 13F filings for Q2 2026, worth $7.87B in total; no superinvestor holds it.

13F holders, Q1 2026

Institutional positions in DocuSign, Inc. as of Mar 31, 2026. 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
709
−67 vs. Q4 2025
Shares held
179.2M
+34.3M (+23.7%) vs. Q4 2025
Total value
$8.50B
−$1.40B (−14.1%) vs. Q4 2025
New holders
103
278 more added
Sold out
170
229 more reduced

15 institutions that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q4 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 holdersQ1 2026: 709 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 heldQ1 2026: $8.50B
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, Q1 2026

Shares, value and share of portfolio for each institution holding DocuSign, Inc.; share changes are against Q4 2025.

Institutions holding DOCU in Q1 2026
InstitutionSharesValue% of portfolioChange in sharesAction
NBT Bank N A1$470.00%00.0%Unchanged
Grove Bank & Trust1$470.00%00.0%Unchanged
Seneschal Advisors, LLC1$480.00%−1−50.0%Reduced
DHJJ Financial Advisors, Ltd.1$480.00%00.0%Unchanged
Bay Harbor Wealth Management, LLC2$940.00%−6−75.0%Reduced
Prestige Wealth Management Group LLC2$950.00%+2New
3 Factor Indexing, LLC2$950.00%+2New
Measured Wealth Private Client Group, LLC3$1420.00%00.0%Unchanged
Evelyn Partners Investment Management LLP3$1420.00%00.0%Unchanged
Cassaday & Co Wealth Management LLC3$1430.00%−5,130−99.9%Reduced
DiNuzzo Private Wealth, Inc.3$1430.00%−4−57.1%Reduced
JFS Wealth Advisors, LLC4$1900.00%−31−88.6%Reduced
Caitlin John, LLC4$1900.00%00.0%Unchanged
DecisionPoint Financial, LLC5$2380.00%00.0%Unchanged
Bear Mountain Capital, Inc.5$2390.00%00.0%Unchanged
Prosperity Bancshares Inc6$2840.00%00.0%Unchanged
Bruce G. Allen Investments, LLC6$2840.00%+3+100.0%Added
First Horizon Corp6$2840.00%+6New
Hughes Financial Services, LLC7$3320.00%−2−22.2%Reduced
Key Financial Inc7$3320.00%00.0%Unchanged
Sittner & Nelson, LLC7$3320.00%00.0%Unchanged
First Pacific Financial7$3320.00%+7New
TopTier Wealth Management, LLC8$3790.00%+8New
Glass Jacobson Investment Advisors llc8$3800.00%00.0%Unchanged
Signature Equity Partners, LLC9$4270.00%−59−86.8%Reduced
Solstein Capital, LLC9$4270.00%00.0%Unchanged
Quaker Wealth Management, LLC9$4270.00%+4+80.0%Added
Crewe Advisors LLC9$4270.00%+9New
Investors Portfolio Services LLC10$4740.00%−10−50.0%Reduced
MB, Levis & Associates, LLC10$4740.00%00.0%Unchanged
ORG Wealth Partners, LLC11$5210.00%00.0%Unchanged
TD Private Client Wealth LLC11$5220.00%−12−52.2%Reduced
Curio Wealth, LLC11$5220.00%+1+10.0%Added
USA Financial Portformulas Corp11$5220.00%+4+57.1%Added
Brown, Lisle/Cummings, Inc.11$5220.00%+11New
Breakwater Investment Management11$5220.00%+11New
Torren Management, LLC13$6160.00%−397−96.8%Reduced
Legacy Wealth Managment, LLC13$6170.00%−14−51.9%Reduced
Valued Wealth Advisors LLC13$6170.00%00.0%Unchanged
Greykasell Wealth Strategies, Inc.14$6640.00%00.0%Unchanged
Vision Retirement, LLC15$7110.00%−14−48.3%Reduced
N.E.W. Advisory Services LLC15$7110.00%00.0%Unchanged
RMG Wealth Management LLC17$7730.00%+17New
Holos Integrated Wealth LLC18$8520.00%00.0%Unchanged
Operose Advisors LLC18$8530.00%+18New
Salem Investment Counselors Inc18$8540.00%+18New
Principia Wealth Advisory, LLC19$9010.00%+5+35.7%Added
PayPay Securities Corp20$9210.03%+2+11.1%Added
Mather Group, LLC.20$9450.00%+20New
Global Wealth Strategies & Associates20$9480.00%00.0%Unchanged
American Capital Advisory, LLC20$9490.00%+18+900.0%Added
Triumph Capital Management21$9960.00%00.0%Unchanged
CNB Bank21$9960.00%00.0%Unchanged
Raffa Wealth Management, LLC21$9960.00%+1+5.0%Added
Capital Advisors, Ltd. LLC24$1.00K0.00%+3+14.3%Added
Sound Income Strategies, LLC21$1.01K0.00%00.0%Unchanged
Bare Financial Services, Inc22$1.04K0.00%−7−24.1%Reduced
Rialto Wealth Management, LLC23$1.09K0.00%+21+1,050.0%Added
Aspect Partners, LLC24$1.14K0.00%00.0%Unchanged
Richardson Financial Services Inc.25$1.19K0.00%−91−78.4%Reduced
Osbon Capital Management LLC26$1.24K0.00%−21−44.7%Reduced
Park Place Capital Corp27$1.28K0.00%00.0%Unchanged
Kilter Group LLC27$1.28K0.00%+9+50.0%Added
Anfield Capital Management, LLC30$1.42K0.00%00.0%Unchanged
NBC Securities, Inc.31$1.47K0.00%00.0%Unchanged
Ameriflex Group, Inc.32$1.52K0.00%00.0%Unchanged
Glen Eagle Advisors, LLC33$1.56K0.00%00.0%Unchanged
AdvisorNet Financial, Inc33$1.56K0.00%+21+175.0%Added
Bullock Wealth Management Group35$1.69K0.00%+15+75.0%Added
Webster Bank, N. A.36$1.71K0.00%00.0%Unchanged
South State Corp.37$1.75K0.00%+23+164.3%Added
Retirement Wealth Solutions LLC38$1.80K0.00%+14+58.3%Added
Root Financial Partners, LLC39$1.85K0.00%−130−76.9%Reduced
SHP Wealth Management40$1.90K0.00%+17+73.9%Added
Fortitude Family Office, LLC40$1.90K0.00%+28+233.3%Added
Scarborough Advisors, LLC40$1.90K0.00%+40New
TSFG, LLC37$2.00K0.00%−26−41.3%Reduced
Vanguard National Trust Co44$2.09K0.00%+44New
GHP Investment Advisors, Inc.44$2.09K0.00%00.0%Unchanged
Evelyn Partners Asset Management Ltd45$2.13K0.00%00.0%Unchanged
JPL Wealth Management, LLC45$2.13K0.00%+45New
Dunhill Financial, LLC45$2.15K0.00%+41+1,025.0%Added
Fideuram Asset Management (Ireland) dac41$2.29K0.00%−10,516−99.6%Reduced
Manchester Capital Management LLC50$2.37K0.00%−25−33.3%Reduced
BFSG, LLC50$2.37K0.00%00.0%Unchanged
Quest 10 Wealth Builders, Inc.50$2.37K0.00%00.0%Unchanged
Asset Planning,Inc50$2.37K0.00%00.0%Unchanged
Intentional Wealth Strategies, LLC52$2.46K0.00%+52New
MJT & Associates Financial Advisory Group, Inc.55$2.61K0.00%−25−31.3%Reduced
Cornerstone Financial Management LLC57$2.70K0.00%+49+612.5%Added
Avion Wealth81$3.00K0.00%+46+131.4%Added
Golden State Wealth Management, LLC64$3.03K0.00%−70−52.2%Reduced
Colonial Trust Co64$3.03K0.00%00.0%Unchanged
Highline Wealth Partners LLC68$3.22K0.00%+68New
Kingdom Financial Group LLC.69$3.27K0.00%00.0%Unchanged
Lloyd Advisory Services, LLC.69$3.27K0.00%+69New
Medallion Wealth Advisors, LLC71$3.37K0.00%−352−83.2%Reduced
Hurley Capital, LLC73$3.46K0.00%00.0%Unchanged
MV Capital Management, Inc.73$3.46K0.00%+50+217.4%Added
Tidemark, LLC75$3.56K0.00%00.0%Unchanged