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.
| 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, Q1 2026
Shares, value and share of portfolio for each institution holding DocuSign, Inc.; share changes are against Q4 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Private Wealth Management Group, LLC | 78 | $3.70K | 0.00% | −48−38.1% | Reduced |
| Fourth Dimension Wealth, LLC | 78 | $3.70K | 0.00% | 00.0% | Unchanged |
| Global Trust Asset Management, LLC | 80 | $3.79K | 0.00% | −100−55.6% | Reduced |
| Golden State Equity Partners | 82 | $3.89K | 0.00% | +82 | New |
| Valley National Advisers Inc | 87 | $4.00K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 86 | $4.08K | 0.00% | +86 | New |
| Arlington Trust Co LLC | 88 | $4.17K | 0.00% | +3+3.5% | Added |
| Bogart Wealth, LLC | 88 | $4.17K | 0.00% | +20+29.4% | Added |
| Hollencrest Capital Management | 90 | $4.27K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 92 | $4.36K | 0.00% | +10+12.2% | Added |
| Cornerstone Planning Group LLC | 92 | $4.45K | 0.00% | +45+95.7% | Added |
| Transamerica Financial Advisors, Inc. | 95 | $4.50K | 0.00% | +55+137.5% | Added |
| Graney & King, LLC | 100 | $4.74K | 0.00% | 00.0% | Unchanged |
| Hilton Head Capital Partners, LLC | 100 | $4.74K | 0.00% | +100 | New |
| Sachetta, LLC | 102 | $4.84K | 0.00% | +80+363.6% | Added |
| PFS Partners, LLC | 105 | $4.98K | 0.00% | 00.0% | Unchanged |
| Strive Financial Group ,LLC | 95 | $5.00K | 0.00% | 00.0% | Unchanged |
| Pacifica Partners Inc. | 120 | $5.69K | 0.00% | −45−27.3% | Reduced |
| MCF Advisors LLC | 125 | $5.93K | 0.00% | +125 | New |
| Twin Peaks Wealth Advisors, LLC | 126 | $5.97K | 0.00% | +126 | New |
| Keating Financial Advisory Services, Inc. | 127 | $6.02K | 0.00% | +3+2.4% | Added |
| Financial Management Professionals, Inc. | 129 | $6.12K | 0.00% | −7−5.1% | Reduced |
| Godfrey Financial Associates, Inc. | 160 | $7.59K | 0.01% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 160 | $7.59K | 0.00% | +142+788.9% | Added |
| Creative Financial Designs Inc | 174 | $8.25K | 0.00% | −124−41.6% | Reduced |
| Main Street Group, LTD | 175 | $8.30K | 0.00% | +175 | New |
| Farmers & Merchants Investments Inc | 177 | $8.39K | 0.00% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 179 | $8.49K | 0.00% | +116+184.1% | Added |
| Addison Advisors LLC | 185 | $8.77K | 0.00% | +85+85.0% | Added |
| Bell Investment Advisors, Inc | 186 | $8.82K | 0.00% | +45+31.9% | Added |
| MPWM Advisory Solutions, LLC | 195 | $9.24K | 0.00% | 00.0% | Unchanged |
| HM Payson & Co | 200 | $9.48K | 0.00% | 00.0% | Unchanged |
| Strategic Investment Solutions, Inc. | 200 | $9.48K | 0.00% | 00.0% | Unchanged |
| McGuire Capital Advisors Inc | 200 | $9.48K | 0.01% | 00.0% | Unchanged |
| Private Wealth Asset Management, LLC | 200 | $9.48K | 0.00% | +198+9,900.0% | Added |
| Activest Wealth Management | 210 | $9.96K | 0.00% | +162+337.5% | Added |
| Zions Bancorporation, National Association | 224 | $10.6K | 0.00% | +45+25.1% | Added |
| Tradewinds Capital Management, LLC | 225 | $10.7K | 0.00% | 00.0% | Unchanged |
| Evolution Wealth Management Inc. | 226 | $10.7K | 0.01% | −80−26.1% | Reduced |
| Adirondack Trust Co | 235 | $11.1K | 0.00% | 00.0% | Unchanged |
| Atlantic Union Bankshares Corp | 235 | $11.1K | 0.00% | −13−5.2% | Reduced |
| LRI Investments, LLC | 238 | $11.3K | 0.00% | +67+39.2% | Added |
| Marquette Asset Management, LLC | 245 | $11.6K | 0.00% | +136+124.8% | Added |
| Estabrook Capital Management | 250 | $11.9K | 0.00% | 00.0% | Unchanged |
| Owl Creek Wealth Partners LLC | 275 | $13.0K | 0.00% | +275 | New |
| Vega Investment Solutions | 288 | $13.7K | 0.00% | −12,378−97.7% | Reduced |
| ZRC Wealth Management, LLC | 303 | $14.4K | 0.01% | +188+163.5% | Added |
| McIlrath & Eck, LLC | 315 | $14.9K | 0.00% | 00.0% | Unchanged |
| SWAN Capital LLC | 315 | $14.9K | 0.01% | 00.0% | Unchanged |
| CVA Family Office, LLC | 318 | $15.1K | 0.00% | +95+42.6% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 340 | $16.1K | 0.00% | −201,388−99.8% | Reduced |
| Ancora Advisors, LLC | 347 | $16.5K | 0.00% | −53−13.3% | Reduced |
| Cullen/Frost Bankers, Inc. | 358 | $17.0K | 0.00% | 00.0% | Unchanged |
| Central Pacific Bank - Trust Division | 369 | $17.5K | 0.00% | 00.0% | Unchanged |
| Bank & Trust Co | 383 | $18.2K | 0.01% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 394 | $18.7K | 0.00% | +199+102.1% | Added |
| Basecamp Wealth Advisors LLC | 415 | $19.7K | 0.00% | +75+22.1% | Added |
| North Star Investment Management Corp. | 417 | $19.8K | 0.00% | −14−3.2% | Reduced |
| Wealth Preservation Advisors, LLC | 417 | $19.8K | 0.02% | +417 | New |
| Performa Ltd (US), LLC | 425 | $20.1K | 0.00% | +425 | New |
| Basepoint Wealth LLC | 430 | $20.4K | 0.01% | −136−24.0% | Reduced |
| Bank Julius Baer & Co. Ltd, Zurich | 450 | $21.3K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 453 | $21.5K | 0.00% | −219−32.6% | Reduced |
| Huntington National Bank | 470 | $22.3K | 0.00% | +347+282.1% | Added |
| Silvant Capital Management LLC | 474 | $22.5K | 0.00% | −4−0.8% | Reduced |
| WPG Advisers, LLC | 475 | $22.5K | 0.02% | 00.0% | Unchanged |
| Kemnay Advisory Services Inc. | 480 | $22.8K | 0.00% | +480 | New |
| CX Institutional | 494 | $23.0K | 0.00% | +494 | New |
| Stance Capital LLC | 499 | $23.6K | 0.01% | +499 | New |
| Caz Investments LP | 500 | $23.7K | 0.03% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 538 | $26.0K | 0.00% | +339+170.4% | Added |
| Clearstead Advisors, LLC | 562 | $26.6K | 0.00% | −1,223−68.5% | Reduced |
| Quent Capital, LLC | 606 | $28.7K | 0.00% | +398+191.3% | Added |
| City State Bank | 630 | $29.9K | 0.01% | −215−25.4% | Reduced |
| Bryn Mawr Trust Co | 700 | $33.2K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 744 | $35.2K | 0.00% | +78+11.7% | Added |
| TD Waterhouse Canada Inc. | 737 | $35.5K | 0.00% | +147+24.9% | Added |
| Whittier Trust Co | 761 | $36.6K | 0.00% | +100+15.1% | Added |
| Pinnacle Wealth Planning Services, Inc. | 779 | $36.9K | 0.00% | +108+16.1% | Added |
| Ronald Blue Trust, Inc. | 855 | $40.5K | 0.00% | −278−24.5% | Reduced |
| WealthCollab, LLC | 855 | $40.5K | 0.02% | +674+372.4% | Added |
| Bessemer Group Inc | 868 | $41.0K | 0.00% | −18−2.0% | Reduced |
| True Wealth Design, LLC | 939 | $44.5K | 0.01% | +506+116.9% | Added |
| Migdal Insurance & Financial Holdings Ltd. | 958 | $45.4K | 0.00% | +958 | New |
| CoreCap Advisors, LLC | 984 | $46.7K | 0.00% | −43−4.2% | Reduced |
| Itau Unibanco Holding S.A. | 987 | $46.8K | 0.00% | +123+14.2% | Added |
| Rakuten Securities, Inc. | 1,085 | $51.4K | 0.02% | −453−29.5% | Reduced |
| Whittier Trust Co of Nevada Inc | 1,075 | $51.7K | 0.00% | −84−7.2% | Reduced |
| Reyes Financial Architecture, Inc. | 1,098 | $52.1K | 0.04% | +130+13.4% | Added |
| Covestor Ltd | 1,105 | $53.0K | 0.04% | −564−33.8% | Reduced |
| Financial Perspectives, Inc | 1,178 | $55.8K | 0.02% | 00.0% | Unchanged |
| Bayforest Capital Ltd | 1,240 | $58.8K | 0.07% | +1,240 | New |
| Innovative Asset Advisors Group, LLC | 1,266 | $60.0K | 0.03% | +1,266 | New |
| Whipplewood Advisors, LLC | 1,300 | $61.6K | 0.03% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 1,309 | $62.1K | 0.00% | +952+266.7% | Added |
| Beacon Investment Advisory Services, Inc. | 1,360 | $64.5K | 0.00% | +1,360 | New |
| Cohen & Steers, Inc. | 1,400 | $66.0K | 0.00% | 00.0% | Unchanged |
| Cary Street Partner Investment Advisory LLC | 1,460 | $69.2K | 0.02% | +899+160.2% | Added |
| V-Square Quantitative Management LLC | 1,465 | $69.5K | 0.01% | −2,026−58.0% | Reduced |
| SJS Investment Consulting Inc. | 1,613 | $76.5K | 0.01% | +994+160.6% | Added |