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 |
|---|---|---|---|---|---|
| Virtus ETF Advisers LLC | 15,654 | $742.2K | 0.35% | −246−1.5% | Reduced |
| Gsa Capital Partners LLP | 15,596 | $739.0K | 0.05% | +11,363+268.4% | Added |
| Hillsdale Investment Management Inc. | 15,480 | $733.9K | 0.02% | +2,580+20.0% | Added |
| Private Advisor Group, LLC | 15,479 | $733.9K | 0.00% | −1,890−10.9% | Reduced |
| Rodgers Brothers Inc. | 14,915 | $707.1K | 0.08% | +5,440+57.4% | Added |
| CastleKnight Management LP | 14,800 | $701.7K | 0.03% | 00.0% | Unchanged |
| Securian Asset Management, Inc | 14,762 | $699.9K | 0.03% | +106+0.7% | Added |
| nVerses Capital, LLC | 14,682 | $696.1K | 0.63% | +14,682 | New |
| IMA Wealth, Inc. | 14,217 | $674.0K | 0.07% | −221−1.5% | Reduced |
| Skopos Labs, Inc. | 14,083 | $667.7K | 0.02% | +9,274+192.8% | Added |
| Integrated Wealth Concepts LLC | 14,082 | $667.6K | 0.01% | +14,082 | New |
| Wiley Bros.-Aintree Capital, LLC | 13,965 | $662.1K | 0.00% | −2,963−17.5% | Reduced |
| Lord, Abbett & Co. LLC | 13,865 | $657.0K | 0.00% | −428,879−96.9% | Reduced |
| Financial Consulate, Inc | 13,782 | $653.4K | 0.08% | −291−2.1% | Reduced |
| Diversified Trust Co | 13,593 | $644.4K | 0.01% | +3,736+37.9% | Added |
| Krilogy Financial LLC | 13,785 | $634.9K | 0.02% | +13,785 | New |
| Oppenheimer & Co Inc | 13,287 | $629.9K | 0.01% | +104+0.8% | Added |
| Sage Rhino Capital LLC | 13,277 | $629.5K | 0.12% | −3,491−20.8% | Reduced |
| Belpointe Asset Management LLC | 13,247 | $628.0K | 0.02% | +13,247 | New |
| Allworth Financial LP | 13,040 | $618.2K | 0.00% | +3,529+37.1% | Added |
| Citizens Financial Group Inc | 12,721 | $603.1K | 0.01% | +2,261+21.6% | Added |
| Plato Investment Management Ltd | 12,534 | $594.6K | 0.04% | 00.0% | Unchanged |
| WCG Wealth Advisors LLC | 12,534 | $594.2K | 0.02% | +1,450+13.1% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 12,465 | $591.0K | 0.01% | −17,196−58.0% | Reduced |
| Patriot Financial Group Insurance Agency, LLC | 12,326 | $584.4K | 0.03% | +12,326 | New |
| Kestra Private Wealth Services, LLC | 12,290 | $582.7K | 0.01% | +2,150+21.2% | Added |
| Vista Investment Partners LLC | 12,200 | $578.4K | 0.15% | +12,200 | New |
| NewEdge Wealth, LLC | 12,042 | $570.9K | 0.01% | −5,580−31.7% | Reduced |
| Acorn Financial Advisory Services Inc | 12,035 | $570.6K | 0.08% | −969−7.5% | Reduced |
| M&T Bank Corp | 12,009 | $569.3K | 0.00% | +3,951+49.0% | Added |
| Northwestern Mutual Wealth Management Co | 11,960 | $567.0K | 0.00% | +70+0.6% | Added |
| iA Global Asset Management Inc. | 11,860 | $562.0K | 0.01% | +11,860 | New |
| Impact Partnership Wealth, LLC | 11,850 | $561.8K | 0.07% | +11,850 | New |
| Inspire Advisors, LLC | 11,832 | $561.0K | 0.05% | −585−4.7% | Reduced |
| First Citizens Bank & Trust Co | 11,745 | $556.8K | 0.01% | +239+2.1% | Added |
| CWM Advisors, LLC | 11,597 | $549.8K | 0.03% | +10,168+711.5% | Added |
| Cresset Asset Management, LLC | 11,535 | $546.9K | 0.00% | +5,042+77.7% | Added |
| Envestnet Portfolio Solutions, Inc. | 11,511 | $545.7K | 0.00% | −330−2.8% | Reduced |
| MML Investors Services, LLC | 11,506 | $545.5K | 0.00% | −11,563−50.1% | Reduced |
| Buckland Partners Management Co LLC | 11,500 | $545.2K | 0.33% | 00.0% | Unchanged |
| Vident Advisory, LLC | 11,485 | $544.5K | 0.00% | −34,888−75.2% | Reduced |
| O'Shaughnessy Asset Management, LLC | 11,435 | $542.1K | 0.00% | −6,568−36.5% | Reduced |
| Pallas Capital Advisors LLC | 11,319 | $536.6K | 0.02% | +4,597+68.4% | Added |
| Eurizon Capital SGR S.p.A. | 11,287 | $535.3K | 0.00% | −14,844−56.8% | Reduced |
| Vestcor Inc | 11,287 | $535.0K | 0.01% | −4,530−28.6% | Reduced |
| TCG Advisory Services, LLC | 11,260 | $533.8K | 0.01% | +6,053+116.2% | Added |
| State of Wyoming | 11,214 | $531.7K | 0.06% | −2,933−20.7% | Reduced |
| GWM Advisors LLC | 11,024 | $522.7K | 0.00% | +328+3.1% | Added |
| RMB Capital Management, LLC | 10,903 | $516.9K | 0.01% | +10,903 | New |
| Entropy Technologies, LP | 10,890 | $516.3K | 0.02% | −32,955−75.2% | Reduced |
| Profund Advisors LLC | 10,872 | $515.4K | 0.02% | −770−6.6% | Reduced |
| Capstone Investment Advisors, LLC | 10,789 | $511.5K | 0.00% | +5,364+98.9% | Added |
| Brinker Capital Investments, LLC | 10,782 | $511.2K | 0.00% | −5,123−32.2% | Reduced |
| Hancock Whitney Corp | 11,095 | $510.3K | 0.01% | +1,660+17.6% | Added |
| DnB Asset Management AS | 10,642 | $504.5K | 0.00% | −25,394−70.5% | Reduced |
| Marex Group plc | 10,639 | $504.4K | 0.01% | +907+9.3% | Added |
| Pinebridge Investments LLC | 10,312 | $488.9K | 0.00% | −58,222−85.0% | Reduced |
| Farther Finance Advisors, LLC | 10,144 | $488.6K | 0.00% | +460+4.8% | Added |
| Commerce Bank | 10,205 | $483.8K | 0.00% | −61−0.6% | Reduced |
| KBC Group NV | 10,124 | $480.0K | 0.00% | −19,370−65.7% | Reduced |
| denkapparat Operations GmbH | 9,842 | $466.6K | 0.19% | 00.0% | Unchanged |
| Green Alpha Advisors, LLC | 9,680 | $458.9K | 0.45% | −253−2.5% | Reduced |
| Maryland State Retirement & Pension System | 9,496 | $450.2K | 0.01% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 9,444 | $447.7K | 0.00% | +2,655+39.1% | Added |
| Sanctuary Advisors, LLC | 9,413 | $446.3K | 0.00% | −272−2.8% | Reduced |
| Kestra Advisory Services, LLC | 9,200 | $436.2K | 0.00% | −1,244−11.9% | Reduced |
| Caerus Investment Advisors, LLC | 9,193 | $435.8K | 0.18% | +9,193 | New |
| Tower Research Capital LLC (TRC) | 9,179 | $435.2K | 0.01% | +865+10.4% | Added |
| RMR Wealth Builders | 9,142 | $433.4K | 0.03% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 9,094 | $431.0K | 0.01% | +5,478+151.5% | Added |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 9,057 | $429.4K | 0.01% | +1,684+22.8% | Added |
| Bollard Group LLC | 9,053 | $429.0K | 0.01% | +9,053 | New |
| HB Wealth Management, LLC | 8,945 | $424.1K | 0.00% | +4,916+122.0% | Added |
| Omers Administration Corp | 8,878 | $420.9K | 0.00% | +296+3.4% | Added |
| Bull Harbor Capital LLC | 8,857 | $419.9K | 0.11% | +8,857 | New |
| Eventide Asset Management, LLC | 8,589 | $405.9K | 0.01% | +109+1.3% | Added |
| Shay Capital LLC | 8,500 | $403.0K | 0.06% | +8,500 | New |
| Frec Markets, Inc. | 8,497 | $402.8K | 0.07% | +8,497 | New |
| QRG Capital Management, Inc. | 8,487 | $402.4K | 0.00% | −3,402−28.6% | Reduced |
| SBI Securities Co., Ltd. | 8,474 | $401.8K | 0.01% | −276−3.2% | Reduced |
| RSM US Wealth Management LLC | 8,436 | $400.0K | 0.00% | +1,216+16.8% | Added |
| Rafferty Asset Management, LLC | 8,358 | $396.3K | 0.00% | −1,439−14.7% | Reduced |
| Journey Strategic Wealth LLC | 8,336 | $395.2K | 0.01% | +3,866+86.5% | Added |
| Adviser Investments LLC | 8,320 | $394.5K | 0.00% | −4,863−36.9% | Reduced |
| Inceptionr LLC | 8,263 | $391.7K | 0.09% | −8,630−51.1% | Reduced |
| Optas, LLC | 8,242 | $390.8K | 0.06% | +3,288+66.4% | Added |
| ProShare Advisors LLC | 8,175 | $387.6K | 0.00% | +30.0% | Added |
| Gateway Investment Advisers LLC | 8,123 | $385.1K | 0.00% | +8,123 | New |
| Bokf, NA | 8,009 | $379.7K | 0.01% | −522−6.1% | Reduced |
| AlphaGrep UK Ltd | 7,940 | $376.4K | 0.11% | +2,243+39.4% | Added |
| EP Wealth Advisors, LLC | 7,866 | $372.9K | 0.00% | −2,872−26.7% | Reduced |
| Mach-1 Financial Group, Inc. | 7,778 | $368.8K | 0.13% | +469+6.4% | Added |
| Crestwood Advisors Group LLC | 7,760 | $367.9K | 0.01% | +4,152+115.1% | Added |
| Inscription Capital, LLC | 7,736 | $366.8K | 0.04% | −9,002−53.8% | Reduced |
| Ameritas Advisory Services, LLC | 7,714 | $365.7K | 0.01% | +1,615+26.5% | Added |
| Prelude Capital Management, LLC | 7,650 | $362.7K | 0.03% | +7,650 | New |
| Venture Visionary Partners LLC | 7,601 | $360.4K | 0.01% | −249−3.2% | Reduced |
| Atomi Financial Group, Inc. | 7,574 | $359.1K | 0.01% | +987+15.0% | Added |
| MAI Capital Management | 7,490 | $355.1K | 0.00% | −3,571−32.3% | Reduced |
| Calamos Advisors LLC | 7,462 | $353.8K | 0.00% | +7,462 | New |