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 |
|---|---|---|---|---|---|
| NorthCrest Asset Manangement, LLC | 7,102 | $343.5K | 0.01% | +7,102 | New |
| Americana Partners, LLC | 7,287 | $345.5K | 0.01% | +1,950+36.5% | Added |
| Freestone Capital Holdings, LLC | 7,294 | $345.8K | 0.01% | −349−4.6% | Reduced |
| Ethic Inc. | 7,380 | $349.9K | 0.01% | −513−6.5% | Reduced |
| Formidable Asset Management, LLC | 7,385 | $350.1K | 0.05% | +2,510+51.5% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 7,399 | $350.8K | 0.00% | +5,849+377.4% | Added |
| Greenwood Capital Associates LLC | 7,406 | $351.1K | 0.04% | −461−5.9% | Reduced |
| GraniteShares Advisors LLC | 7,455 | $353.4K | 0.25% | +469+6.7% | Added |
| Calamos Advisors LLC | 7,462 | $353.8K | 0.00% | +7,462 | New |
| Calamos Wealth Management LLC | 7,462 | $353.8K | 0.01% | +7,462 | New |
| MAI Capital Management | 7,490 | $355.1K | 0.00% | −3,571−32.3% | Reduced |
| Atomi Financial Group, Inc. | 7,574 | $359.1K | 0.01% | +987+15.0% | Added |
| Venture Visionary Partners LLC | 7,601 | $360.4K | 0.01% | −249−3.2% | Reduced |
| Prelude Capital Management, LLC | 7,650 | $362.7K | 0.03% | +7,650 | New |
| Ameritas Advisory Services, LLC | 7,714 | $365.7K | 0.01% | +1,615+26.5% | Added |
| Inscription Capital, LLC | 7,736 | $366.8K | 0.04% | −9,002−53.8% | Reduced |
| Crestwood Advisors Group LLC | 7,760 | $367.9K | 0.01% | +4,152+115.1% | Added |
| Mach-1 Financial Group, Inc. | 7,778 | $368.8K | 0.13% | +469+6.4% | Added |
| EP Wealth Advisors, LLC | 7,866 | $372.9K | 0.00% | −2,872−26.7% | Reduced |
| AlphaGrep UK Ltd | 7,940 | $376.4K | 0.11% | +2,243+39.4% | Added |
| Bokf, NA | 8,009 | $379.7K | 0.01% | −522−6.1% | Reduced |
| Gateway Investment Advisers LLC | 8,123 | $385.1K | 0.00% | +8,123 | New |
| ProShare Advisors LLC | 8,175 | $387.6K | 0.00% | +30.0% | Added |
| Optas, LLC | 8,242 | $390.8K | 0.06% | +3,288+66.4% | Added |
| Inceptionr LLC | 8,263 | $391.7K | 0.09% | −8,630−51.1% | Reduced |
| Adviser Investments LLC | 8,320 | $394.5K | 0.00% | −4,863−36.9% | Reduced |
| Journey Strategic Wealth LLC | 8,336 | $395.2K | 0.01% | +3,866+86.5% | Added |
| Rafferty Asset Management, LLC | 8,358 | $396.3K | 0.00% | −1,439−14.7% | Reduced |
| RSM US Wealth Management LLC | 8,436 | $400.0K | 0.00% | +1,216+16.8% | Added |
| SBI Securities Co., Ltd. | 8,474 | $401.8K | 0.01% | −276−3.2% | Reduced |
| QRG Capital Management, Inc. | 8,487 | $402.4K | 0.00% | −3,402−28.6% | Reduced |
| Frec Markets, Inc. | 8,497 | $402.8K | 0.07% | +8,497 | New |
| Shay Capital LLC | 8,500 | $403.0K | 0.06% | +8,500 | New |
| Eventide Asset Management, LLC | 8,589 | $405.9K | 0.01% | +109+1.3% | Added |
| Bull Harbor Capital LLC | 8,857 | $419.9K | 0.11% | +8,857 | New |
| Omers Administration Corp | 8,878 | $420.9K | 0.00% | +296+3.4% | Added |
| HB Wealth Management, LLC | 8,945 | $424.1K | 0.00% | +4,916+122.0% | Added |
| Bollard Group LLC | 9,053 | $429.0K | 0.01% | +9,053 | New |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 9,057 | $429.4K | 0.01% | +1,684+22.8% | Added |
| Hantz Financial Services, Inc. | 9,094 | $431.0K | 0.01% | +5,478+151.5% | Added |
| RMR Wealth Builders | 9,142 | $433.4K | 0.03% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 9,179 | $435.2K | 0.01% | +865+10.4% | Added |
| Caerus Investment Advisors, LLC | 9,193 | $435.8K | 0.18% | +9,193 | New |
| Kestra Advisory Services, LLC | 9,200 | $436.2K | 0.00% | −1,244−11.9% | Reduced |
| Sanctuary Advisors, LLC | 9,413 | $446.3K | 0.00% | −272−2.8% | Reduced |
| The PNC Financial Services Group, Inc. | 9,444 | $447.7K | 0.00% | +2,655+39.1% | Added |
| Maryland State Retirement & Pension System | 9,496 | $450.2K | 0.01% | 00.0% | Unchanged |
| Green Alpha Advisors, LLC | 9,680 | $458.9K | 0.45% | −253−2.5% | Reduced |
| denkapparat Operations GmbH | 9,842 | $466.6K | 0.19% | 00.0% | Unchanged |
| KBC Group NV | 10,124 | $480.0K | 0.00% | −19,370−65.7% | Reduced |
| Commerce Bank | 10,205 | $483.8K | 0.00% | −61−0.6% | Reduced |
| Farther Finance Advisors, LLC | 10,144 | $488.6K | 0.00% | +460+4.8% | Added |
| Pinebridge Investments LLC | 10,312 | $488.9K | 0.00% | −58,222−85.0% | Reduced |
| Marex Group plc | 10,639 | $504.4K | 0.01% | +907+9.3% | Added |
| DnB Asset Management AS | 10,642 | $504.5K | 0.00% | −25,394−70.5% | Reduced |
| Hancock Whitney Corp | 11,095 | $510.3K | 0.01% | +1,660+17.6% | Added |
| Brinker Capital Investments, LLC | 10,782 | $511.2K | 0.00% | −5,123−32.2% | Reduced |
| Capstone Investment Advisors, LLC | 10,789 | $511.5K | 0.00% | +5,364+98.9% | Added |
| Profund Advisors LLC | 10,872 | $515.4K | 0.02% | −770−6.6% | Reduced |
| Entropy Technologies, LP | 10,890 | $516.3K | 0.02% | −32,955−75.2% | Reduced |
| RMB Capital Management, LLC | 10,903 | $516.9K | 0.01% | +10,903 | New |
| GWM Advisors LLC | 11,024 | $522.7K | 0.00% | +328+3.1% | Added |
| State of Wyoming | 11,214 | $531.7K | 0.06% | −2,933−20.7% | Reduced |
| TCG Advisory Services, LLC | 11,260 | $533.8K | 0.01% | +6,053+116.2% | Added |
| Vestcor Inc | 11,287 | $535.0K | 0.01% | −4,530−28.6% | Reduced |
| Eurizon Capital SGR S.p.A. | 11,287 | $535.3K | 0.00% | −14,844−56.8% | Reduced |
| Pallas Capital Advisors LLC | 11,319 | $536.6K | 0.02% | +4,597+68.4% | Added |
| O'Shaughnessy Asset Management, LLC | 11,435 | $542.1K | 0.00% | −6,568−36.5% | Reduced |
| Vident Advisory, LLC | 11,485 | $544.5K | 0.00% | −34,888−75.2% | Reduced |
| Buckland Partners Management Co LLC | 11,500 | $545.2K | 0.33% | 00.0% | Unchanged |
| MML Investors Services, LLC | 11,506 | $545.5K | 0.00% | −11,563−50.1% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 11,511 | $545.7K | 0.00% | −330−2.8% | Reduced |
| Cresset Asset Management, LLC | 11,535 | $546.9K | 0.00% | +5,042+77.7% | Added |
| CWM Advisors, LLC | 11,597 | $549.8K | 0.03% | +10,168+711.5% | Added |
| First Citizens Bank & Trust Co | 11,745 | $556.8K | 0.01% | +239+2.1% | Added |
| Inspire Advisors, LLC | 11,832 | $561.0K | 0.05% | −585−4.7% | Reduced |
| Impact Partnership Wealth, LLC | 11,850 | $561.8K | 0.07% | +11,850 | New |
| iA Global Asset Management Inc. | 11,860 | $562.0K | 0.01% | +11,860 | New |
| Northwestern Mutual Wealth Management Co | 11,960 | $567.0K | 0.00% | +70+0.6% | Added |
| M&T Bank Corp | 12,009 | $569.3K | 0.00% | +3,951+49.0% | Added |
| Acorn Financial Advisory Services Inc | 12,035 | $570.6K | 0.08% | −969−7.5% | Reduced |
| NewEdge Wealth, LLC | 12,042 | $570.9K | 0.01% | −5,580−31.7% | Reduced |
| Vista Investment Partners LLC | 12,200 | $578.4K | 0.15% | +12,200 | New |
| Kestra Private Wealth Services, LLC | 12,290 | $582.7K | 0.01% | +2,150+21.2% | Added |
| Patriot Financial Group Insurance Agency, LLC | 12,326 | $584.4K | 0.03% | +12,326 | New |
| BI Asset Management Fondsmaeglerselskab A/S | 12,465 | $591.0K | 0.01% | −17,196−58.0% | Reduced |
| WCG Wealth Advisors LLC | 12,534 | $594.2K | 0.02% | +1,450+13.1% | Added |
| Plato Investment Management Ltd | 12,534 | $594.6K | 0.04% | 00.0% | Unchanged |
| Citizens Financial Group Inc | 12,721 | $603.1K | 0.01% | +2,261+21.6% | Added |
| Allworth Financial LP | 13,040 | $618.2K | 0.00% | +3,529+37.1% | Added |
| Belpointe Asset Management LLC | 13,247 | $628.0K | 0.02% | +13,247 | New |
| Sage Rhino Capital LLC | 13,277 | $629.5K | 0.12% | −3,491−20.8% | Reduced |
| Oppenheimer & Co Inc | 13,287 | $629.9K | 0.01% | +104+0.8% | Added |
| Krilogy Financial LLC | 13,785 | $634.9K | 0.02% | +13,785 | New |
| Diversified Trust Co | 13,593 | $644.4K | 0.01% | +3,736+37.9% | Added |
| Financial Consulate, Inc | 13,782 | $653.4K | 0.08% | −291−2.1% | Reduced |
| Lord, Abbett & Co. LLC | 13,865 | $657.0K | 0.00% | −428,879−96.9% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 13,965 | $662.1K | 0.00% | −2,963−17.5% | Reduced |
| Integrated Wealth Concepts LLC | 14,082 | $667.6K | 0.01% | +14,082 | New |
| Skopos Labs, Inc. | 14,083 | $667.7K | 0.02% | +9,274+192.8% | Added |