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 8 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 |
|---|---|---|---|---|---|
| Calamos Wealth Management LLC | 7,462 | $353.8K | 0.01% | +7,462 | New |
| GraniteShares Advisors LLC | 7,455 | $353.4K | 0.25% | +469+6.7% | Added |
| Greenwood Capital Associates LLC | 7,406 | $351.1K | 0.04% | −461−5.9% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 7,399 | $350.8K | 0.00% | +5,849+377.4% | Added |
| Formidable Asset Management, LLC | 7,385 | $350.1K | 0.05% | +2,510+51.5% | Added |
| Ethic Inc. | 7,380 | $349.9K | 0.01% | −513−6.5% | Reduced |
| Freestone Capital Holdings, LLC | 7,294 | $345.8K | 0.01% | −349−4.6% | Reduced |
| Americana Partners, LLC | 7,287 | $345.5K | 0.01% | +1,950+36.5% | Added |
| NorthCrest Asset Manangement, LLC | 7,102 | $343.5K | 0.01% | +7,102 | New |
| Virtue Capital Management, LLC | 20,689 | $342.4K | 0.05% | +605+3.0% | Added |
| US Bancorp | 7,116 | $337.4K | 0.00% | +1,332+23.0% | Added |
| Leonteq Securities AG | 7,100 | $336.6K | 0.02% | +3,627+104.4% | Added |
| Legacy Financial Advisors, Inc. | 7,035 | $333.5K | 0.05% | +1,728+32.6% | Added |
| Guggenheim Capital LLC | 6,961 | $330.0K | 0.00% | −1,014−12.7% | Reduced |
| Motley Fool Asset Management LLC | 6,915 | $327.8K | 0.01% | +334+5.1% | Added |
| North Dakota State Investment Board | 6,908 | $327.5K | 0.01% | −1,333−16.2% | Reduced |
| Oppenheimer Asset Management Inc. | 6,889 | $326.6K | 0.00% | −1,207−14.9% | Reduced |
| Palogic Value Management, L.P. | 6,873 | $325.8K | 0.14% | +461+7.2% | Added |
| Woodline Partners LP | 6,868 | $325.6K | 0.00% | +3,162+85.3% | Added |
| 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 |
| Versant Capital Management, Inc | 6,759 | $320.4K | 0.03% | −339−4.8% | Reduced |
| Shelton Capital Management | 6,741 | $319.6K | 0.01% | 00.0% | Unchanged |
| Atria Investments LLC | 6,691 | $317.2K | 0.00% | −554−7.6% | Reduced |
| Arkadios Wealth Advisors | 6,678 | $316.6K | 0.01% | −9,019−57.5% | Reduced |
| Institute for Wealth Management, LLC. | 6,625 | $314.1K | 0.03% | +6,625 | New |
| Comprehensive Financial Management LLC | 6,593 | $312.6K | 0.01% | 00.0% | Unchanged |
| Essex Financial Services, Inc. | 6,536 | $309.9K | 0.02% | +202+3.2% | Added |
| Camden Capital, LLC | 6,500 | $308.2K | 0.02% | −903−12.2% | Reduced |
| Independent Financial Group, LLC | 6,475 | $307.0K | 0.01% | −301−4.4% | Reduced |
| Essential Partners LLC | 6,446 | $305.6K | 0.10% | +5,407+520.4% | Added |
| CIBC Asset Management Inc | 6,435 | $305.1K | 0.00% | −2,652−29.2% | Reduced |
| ASR Vermogensbeheer N.V. | 6,407 | $303.7K | 0.00% | +134+2.1% | Added |
| Baader Bank INC | 6,528 | $300.9K | 0.03% | −1,376−17.4% | Reduced |
| Lido Advisors, LLC | 6,344 | $300.8K | 0.00% | +6,344 | New |
| Aaron Wealth Advisors | 6,272 | $297.4K | 0.02% | −9,531−60.3% | Reduced |
| Meeder Advisory Services, Inc. | 6,249 | $296.3K | 0.01% | +6,249 | New |
| International Assets Investment Management, LLC | 6,131 | $295.3K | 0.02% | +1,100+21.9% | Added |
| Fifth Third Wealth Advisors LLC | 6,183 | $293.1K | 0.01% | +378+6.5% | Added |
| Kazazian Asset Management, LLC | 6,181 | $293.0K | 0.32% | −2,715−30.5% | Reduced |
| Tred Avon Family Wealth, LLC | 6,176 | $292.8K | 0.10% | +215+3.6% | Added |
| Sagespring Wealth Partners, LLC | 6,047 | $286.7K | 0.01% | +6,047 | New |
| Coldstream Capital Management Inc | 5,904 | $279.9K | 0.00% | +2,014+51.8% | Added |
| Signaturefd, LLC | 5,621 | $266.5K | 0.00% | +4,400+360.4% | Added |
| Horizon Investments, LLC | 5,612 | $266.1K | 0.00% | +1,273+29.3% | Added |
| R Squared Ltd | 5,600 | $265.5K | 0.15% | +1,814+47.9% | Added |
| Steward Partners Investment Advisory, LLC | 5,587 | $264.9K | 0.00% | +104+1.9% | Added |
| Truist Financial Corp | 5,581 | $264.6K | 0.00% | +311+5.9% | Added |
| GAMMA Investing LLC | 5,530 | $262.2K | 0.01% | +3,438+164.3% | Added |
| Pinnacle Associates Ltd | 5,452 | $258.5K | 0.00% | +662+13.8% | Added |
| DGS Capital Management, LLC | 5,413 | $256.6K | 0.04% | +2,052+61.1% | Added |
| Washington Trust Advisors, Inc. | 5,408 | $256.4K | 0.02% | −20,388−79.0% | Reduced |
| Uhlmann Price Securities, LLC | 5,460 | $252.0K | 0.02% | +5,460 | New |
| Kentucky Retirement Systems Insurance Trust Fund | 5,285 | $250.6K | 0.02% | 00.0% | Unchanged |
| Gilbert & Cook, Inc. | 5,249 | $248.9K | 0.03% | −2,304−30.5% | Reduced |
| Snowden Capital Advisors LLC | 5,120 | $242.7K | 0.01% | −164−3.1% | Reduced |
| Truvestments Capital LLC | 5,106 | $242.1K | 0.04% | −950−15.7% | Reduced |
| Miracle Mile Advisors, LLC | 5,075 | $240.6K | 0.00% | +1,750+52.6% | Added |
| Vise Technologies, Inc. | 3,501 | $239.5K | 0.00% | 00.0% | Unchanged |
| Wahed Invest LLC | 5,022 | $238.1K | 0.03% | −265−5.0% | Reduced |
| Obermeyer Wood Investment Counsel, LLLP | 5,000 | $237.1K | 0.01% | 00.0% | Unchanged |
| Rathbone Brothers plc | 4,975 | $235.9K | 0.00% | −1,540−23.6% | Reduced |
| Concorde Asset Management, LLC | 4,918 | $233.2K | 0.11% | −5,532−52.9% | Reduced |
| Intellectus Partners, LLC | 4,889 | $231.8K | 0.05% | +72+1.5% | Added |
| Garde Capital, Inc. | 4,839 | $229.4K | 0.01% | 00.0% | Unchanged |
| Fred Alger Management, LLC | 4,825 | $228.8K | 0.00% | +553+12.9% | Added |
| STRS Ohio | 4,751 | $225.2K | 0.00% | −60−1.2% | Reduced |
| Vontobel Holding Ltd. | 4,712 | $223.4K | 0.00% | −2,089−30.7% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 4,620 | $219.0K | 0.01% | −452−8.9% | Reduced |
| Cambria Investment Management, L.P. | 4,580 | $217.1K | 0.01% | +1,357+42.1% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 4,579 | $217.1K | 0.00% | +3,212+235.0% | Added |
| Montag A & Associates Inc | 4,575 | $216.9K | 0.01% | +3,020+194.2% | Added |
| Parallel Advisors, LLC | 4,568 | $216.6K | 0.00% | +2,425+113.2% | Added |
| Nomura Holdings Inc | 4,541 | $215.3K | 0.00% | −3,530−43.7% | Reduced |
| Chilton Investment Co LLC | 4,540 | $215.2K | 0.01% | −2,148−32.1% | Reduced |
| Pzena Investment Management LLC | 4,510 | $213.8K | 0.00% | 00.0% | Unchanged |
| Griffin Asset Management, Inc. | 4,450 | $211.0K | 0.02% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 4,425 | $209.8K | 0.01% | +2,928+195.6% | Added |
| U.S. Capital Wealth Advisors, LLC | 4,423 | $209.7K | 0.01% | +834+23.2% | Added |
| Forum Financial Management, LP | 4,360 | $206.7K | 0.00% | −3,675−45.7% | Reduced |
| Synergy Financial Group, LTD | 4,356 | $206.5K | 0.16% | −169−3.7% | Reduced |
| Pingora Partners LLC | 4,300 | $203.9K | 0.12% | 00.0% | Unchanged |
| Warren Averett Asset Management, LLC | 4,271 | $202.5K | 0.00% | +4,271 | New |
| PFG Investments, LLC | 4,265 | $202.2K | 0.01% | −394−8.5% | Reduced |
| EverSource Wealth Advisors, LLC | 4,217 | $199.9K | 0.01% | +2,681+174.5% | Added |
| Rothschild Investment LLC | 4,038 | $191.4K | 0.01% | +1,623+67.2% | Added |
| National Bank of Canada | 4,000 | $190.0K | 0.00% | −35,015−89.7% | Reduced |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 3,614 | $171.3K | 0.00% | −56,086−93.9% | Reduced |
| Los Angeles Capital Management LLC | 3,350 | $158.8K | 0.00% | −21,094−86.3% | Reduced |
| Twin Lakes Capital Management, LLC | 3,072 | $145.6K | 0.07% | −71−2.3% | Reduced |
| Harbour Investments, Inc. | 3,069 | $145.5K | 0.00% | +2,272+285.1% | Added |
| Exchange Traded Concepts, LLC | 3,018 | $143.1K | 0.00% | +187+6.6% | Added |
| S.A. Mason LLC | 2,920 | $138.4K | 0.05% | −250−7.9% | Reduced |
| Strategic Investment Advisors | 2,856 | $135.4K | 0.01% | −338−10.6% | Reduced |
| IFP Advisors, Inc | 2,825 | $133.9K | 0.00% | +187+7.1% | Added |
| Sunbelt Securities, Inc. | 2,757 | $130.7K | 0.01% | −100−3.5% | Reduced |
| Sterling Capital Management LLC | 2,701 | $128.1K | 0.00% | −1,289−32.3% | Reduced |
| PeakShares LLC | 2,500 | $118.5K | 0.11% | +2,500 | New |
| SRS Capital Advisors, Inc. | 2,455 | $116.4K | 0.00% | −2,171−46.9% | Reduced |
| Rossby Financial, LCC | 2,325 | $112.0K | 0.02% | +222+10.6% | Added |