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 |
|---|---|---|---|---|---|
| Geneos Wealth Management Inc. | 1,615 | $76.6K | 0.00% | −826−33.8% | Reduced |
| BOK Financial Private Wealth, Inc. | 1,615 | $76.6K | 0.00% | 00.0% | Unchanged |
| Employees Retirement System of Texas | 1,657 | $79.0K | 0.00% | 00.0% | Unchanged |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 1,716 | $81.3K | 0.00% | −2,915−62.9% | Reduced |
| Nisa Investment Advisors, LLC | 1,725 | $81.8K | 0.00% | −5,831−77.2% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 1,947 | $92.3K | 0.00% | −3,335−63.1% | Reduced |
| Corient IA LLC | 2,230 | $105.7K | 0.10% | +2,230 | New |
| LSV Asset Management | 2,300 | $109.0K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 2,330 | $110.5K | 0.00% | +460+24.6% | Added |
| Rossby Financial, LCC | 2,325 | $112.0K | 0.02% | +222+10.6% | Added |
| SRS Capital Advisors, Inc. | 2,455 | $116.4K | 0.00% | −2,171−46.9% | Reduced |
| PeakShares LLC | 2,500 | $118.5K | 0.11% | +2,500 | New |
| Sterling Capital Management LLC | 2,701 | $128.1K | 0.00% | −1,289−32.3% | Reduced |
| Sunbelt Securities, Inc. | 2,757 | $130.7K | 0.01% | −100−3.5% | Reduced |
| IFP Advisors, Inc | 2,825 | $133.9K | 0.00% | +187+7.1% | Added |
| Strategic Investment Advisors | 2,856 | $135.4K | 0.01% | −338−10.6% | Reduced |
| S.A. Mason LLC | 2,920 | $138.4K | 0.05% | −250−7.9% | Reduced |
| Exchange Traded Concepts, LLC | 3,018 | $143.1K | 0.00% | +187+6.6% | Added |
| Harbour Investments, Inc. | 3,069 | $145.5K | 0.00% | +2,272+285.1% | Added |
| Twin Lakes Capital Management, LLC | 3,072 | $145.6K | 0.07% | −71−2.3% | Reduced |
| Los Angeles Capital Management LLC | 3,350 | $158.8K | 0.00% | −21,094−86.3% | Reduced |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 3,614 | $171.3K | 0.00% | −56,086−93.9% | Reduced |
| National Bank of Canada | 4,000 | $190.0K | 0.00% | −35,015−89.7% | Reduced |
| Rothschild Investment LLC | 4,038 | $191.4K | 0.01% | +1,623+67.2% | Added |
| EverSource Wealth Advisors, LLC | 4,217 | $199.9K | 0.01% | +2,681+174.5% | Added |
| PFG Investments, LLC | 4,265 | $202.2K | 0.01% | −394−8.5% | Reduced |
| Warren Averett Asset Management, LLC | 4,271 | $202.5K | 0.00% | +4,271 | New |
| Pingora Partners LLC | 4,300 | $203.9K | 0.12% | 00.0% | Unchanged |
| Synergy Financial Group, LTD | 4,356 | $206.5K | 0.16% | −169−3.7% | Reduced |
| Forum Financial Management, LP | 4,360 | $206.7K | 0.00% | −3,675−45.7% | Reduced |
| U.S. Capital Wealth Advisors, LLC | 4,423 | $209.7K | 0.01% | +834+23.2% | Added |
| Quadrant Capital Group LLC | 4,425 | $209.8K | 0.01% | +2,928+195.6% | Added |
| Griffin Asset Management, Inc. | 4,450 | $211.0K | 0.02% | 00.0% | Unchanged |
| Pzena Investment Management LLC | 4,510 | $213.8K | 0.00% | 00.0% | Unchanged |
| Chilton Investment Co LLC | 4,540 | $215.2K | 0.01% | −2,148−32.1% | Reduced |
| Nomura Holdings Inc | 4,541 | $215.3K | 0.00% | −3,530−43.7% | Reduced |
| Parallel Advisors, LLC | 4,568 | $216.6K | 0.00% | +2,425+113.2% | Added |
| Montag A & Associates Inc | 4,575 | $216.9K | 0.01% | +3,020+194.2% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 4,579 | $217.1K | 0.00% | +3,212+235.0% | Added |
| Cambria Investment Management, L.P. | 4,580 | $217.1K | 0.01% | +1,357+42.1% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 4,620 | $219.0K | 0.01% | −452−8.9% | Reduced |
| Vontobel Holding Ltd. | 4,712 | $223.4K | 0.00% | −2,089−30.7% | Reduced |
| STRS Ohio | 4,751 | $225.2K | 0.00% | −60−1.2% | Reduced |
| Fred Alger Management, LLC | 4,825 | $228.8K | 0.00% | +553+12.9% | Added |
| Garde Capital, Inc. | 4,839 | $229.4K | 0.01% | 00.0% | Unchanged |
| Intellectus Partners, LLC | 4,889 | $231.8K | 0.05% | +72+1.5% | Added |
| Concorde Asset Management, LLC | 4,918 | $233.2K | 0.11% | −5,532−52.9% | Reduced |
| Rathbone Brothers plc | 4,975 | $235.9K | 0.00% | −1,540−23.6% | Reduced |
| Obermeyer Wood Investment Counsel, LLLP | 5,000 | $237.1K | 0.01% | 00.0% | Unchanged |
| Wahed Invest LLC | 5,022 | $238.1K | 0.03% | −265−5.0% | Reduced |
| Vise Technologies, Inc. | 3,501 | $239.5K | 0.00% | 00.0% | Unchanged |
| Miracle Mile Advisors, LLC | 5,075 | $240.6K | 0.00% | +1,750+52.6% | Added |
| Truvestments Capital LLC | 5,106 | $242.1K | 0.04% | −950−15.7% | Reduced |
| Snowden Capital Advisors LLC | 5,120 | $242.7K | 0.01% | −164−3.1% | Reduced |
| Gilbert & Cook, Inc. | 5,249 | $248.9K | 0.03% | −2,304−30.5% | Reduced |
| Kentucky Retirement Systems Insurance Trust Fund | 5,285 | $250.6K | 0.02% | 00.0% | Unchanged |
| Uhlmann Price Securities, LLC | 5,460 | $252.0K | 0.02% | +5,460 | New |
| Washington Trust Advisors, Inc. | 5,408 | $256.4K | 0.02% | −20,388−79.0% | Reduced |
| DGS Capital Management, LLC | 5,413 | $256.6K | 0.04% | +2,052+61.1% | Added |
| Pinnacle Associates Ltd | 5,452 | $258.5K | 0.00% | +662+13.8% | Added |
| GAMMA Investing LLC | 5,530 | $262.2K | 0.01% | +3,438+164.3% | Added |
| Truist Financial Corp | 5,581 | $264.6K | 0.00% | +311+5.9% | Added |
| Steward Partners Investment Advisory, LLC | 5,587 | $264.9K | 0.00% | +104+1.9% | Added |
| R Squared Ltd | 5,600 | $265.5K | 0.15% | +1,814+47.9% | Added |
| Horizon Investments, LLC | 5,612 | $266.1K | 0.00% | +1,273+29.3% | Added |
| Signaturefd, LLC | 5,621 | $266.5K | 0.00% | +4,400+360.4% | Added |
| Coldstream Capital Management Inc | 5,904 | $279.9K | 0.00% | +2,014+51.8% | Added |
| Sagespring Wealth Partners, LLC | 6,047 | $286.7K | 0.01% | +6,047 | New |
| Tred Avon Family Wealth, LLC | 6,176 | $292.8K | 0.10% | +215+3.6% | Added |
| Kazazian Asset Management, LLC | 6,181 | $293.0K | 0.32% | −2,715−30.5% | Reduced |
| Fifth Third Wealth Advisors LLC | 6,183 | $293.1K | 0.01% | +378+6.5% | Added |
| International Assets Investment Management, LLC | 6,131 | $295.3K | 0.02% | +1,100+21.9% | Added |
| Meeder Advisory Services, Inc. | 6,249 | $296.3K | 0.01% | +6,249 | New |
| Aaron Wealth Advisors | 6,272 | $297.4K | 0.02% | −9,531−60.3% | Reduced |
| Lido Advisors, LLC | 6,344 | $300.8K | 0.00% | +6,344 | New |
| Baader Bank INC | 6,528 | $300.9K | 0.03% | −1,376−17.4% | Reduced |
| ASR Vermogensbeheer N.V. | 6,407 | $303.7K | 0.00% | +134+2.1% | Added |
| CIBC Asset Management Inc | 6,435 | $305.1K | 0.00% | −2,652−29.2% | Reduced |
| Essential Partners LLC | 6,446 | $305.6K | 0.10% | +5,407+520.4% | Added |
| Independent Financial Group, LLC | 6,475 | $307.0K | 0.01% | −301−4.4% | Reduced |
| Camden Capital, LLC | 6,500 | $308.2K | 0.02% | −903−12.2% | Reduced |
| Essex Financial Services, Inc. | 6,536 | $309.9K | 0.02% | +202+3.2% | Added |
| Comprehensive Financial Management LLC | 6,593 | $312.6K | 0.01% | 00.0% | Unchanged |
| Institute for Wealth Management, LLC. | 6,625 | $314.1K | 0.03% | +6,625 | New |
| Arkadios Wealth Advisors | 6,678 | $316.6K | 0.01% | −9,019−57.5% | Reduced |
| Atria Investments LLC | 6,691 | $317.2K | 0.00% | −554−7.6% | Reduced |
| Shelton Capital Management | 6,741 | $319.6K | 0.01% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 6,759 | $320.4K | 0.03% | −339−4.8% | Reduced |
| Kornitzer Capital Management Inc | 6,820 | $323.3K | 0.01% | −150−2.2% | Reduced |
| Waddell & Associates, LLC | 6,820 | $323.3K | 0.02% | +6,820 | New |
| Woodline Partners LP | 6,868 | $325.6K | 0.00% | +3,162+85.3% | Added |
| Palogic Value Management, L.P. | 6,873 | $325.8K | 0.14% | +461+7.2% | Added |
| Oppenheimer Asset Management Inc. | 6,889 | $326.6K | 0.00% | −1,207−14.9% | Reduced |
| North Dakota State Investment Board | 6,908 | $327.5K | 0.01% | −1,333−16.2% | Reduced |
| Motley Fool Asset Management LLC | 6,915 | $327.8K | 0.01% | +334+5.1% | Added |
| Guggenheim Capital LLC | 6,961 | $330.0K | 0.00% | −1,014−12.7% | Reduced |
| Legacy Financial Advisors, Inc. | 7,035 | $333.5K | 0.05% | +1,728+32.6% | Added |
| Leonteq Securities AG | 7,100 | $336.6K | 0.02% | +3,627+104.4% | Added |
| US Bancorp | 7,116 | $337.4K | 0.00% | +1,332+23.0% | Added |
| Virtue Capital Management, LLC | 20,689 | $342.4K | 0.05% | +605+3.0% | Added |