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 |
|---|---|---|---|---|---|
| Umb Bank N A | 2,330 | $110.5K | 0.00% | +460+24.6% | Added |
| LSV Asset Management | 2,300 | $109.0K | 0.00% | 00.0% | Unchanged |
| Corient IA LLC | 2,230 | $105.7K | 0.10% | +2,230 | New |
| Mirae Asset Global Investments Co., Ltd. | 1,947 | $92.3K | 0.00% | −3,335−63.1% | Reduced |
| Nisa Investment Advisors, LLC | 1,725 | $81.8K | 0.00% | −5,831−77.2% | Reduced |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 1,716 | $81.3K | 0.00% | −2,915−62.9% | Reduced |
| Employees Retirement System of Texas | 1,657 | $79.0K | 0.00% | 00.0% | Unchanged |
| BOK Financial Private Wealth, Inc. | 1,615 | $76.6K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 1,615 | $76.6K | 0.00% | −826−33.8% | Reduced |
| SJS Investment Consulting Inc. | 1,613 | $76.5K | 0.01% | +994+160.6% | Added |
| V-Square Quantitative Management LLC | 1,465 | $69.5K | 0.01% | −2,026−58.0% | Reduced |
| Cary Street Partner Investment Advisory LLC | 1,460 | $69.2K | 0.02% | +899+160.2% | Added |
| Cohen & Steers, Inc. | 1,400 | $66.0K | 0.00% | 00.0% | Unchanged |
| Beacon Investment Advisory Services, Inc. | 1,360 | $64.5K | 0.00% | +1,360 | New |
| Massmutual Trust Co FSB | 1,309 | $62.1K | 0.00% | +952+266.7% | Added |
| Whipplewood Advisors, LLC | 1,300 | $61.6K | 0.03% | 00.0% | Unchanged |
| Innovative Asset Advisors Group, LLC | 1,266 | $60.0K | 0.03% | +1,266 | New |
| Bayforest Capital Ltd | 1,240 | $58.8K | 0.07% | +1,240 | New |
| Financial Perspectives, Inc | 1,178 | $55.8K | 0.02% | 00.0% | Unchanged |
| Covestor Ltd | 1,105 | $53.0K | 0.04% | −564−33.8% | Reduced |
| Reyes Financial Architecture, Inc. | 1,098 | $52.1K | 0.04% | +130+13.4% | Added |
| Whittier Trust Co of Nevada Inc | 1,075 | $51.7K | 0.00% | −84−7.2% | Reduced |
| Rakuten Securities, Inc. | 1,085 | $51.4K | 0.02% | −453−29.5% | Reduced |
| Itau Unibanco Holding S.A. | 987 | $46.8K | 0.00% | +123+14.2% | Added |
| CoreCap Advisors, LLC | 984 | $46.7K | 0.00% | −43−4.2% | Reduced |
| Migdal Insurance & Financial Holdings Ltd. | 958 | $45.4K | 0.00% | +958 | New |
| True Wealth Design, LLC | 939 | $44.5K | 0.01% | +506+116.9% | Added |
| Bessemer Group Inc | 868 | $41.0K | 0.00% | −18−2.0% | Reduced |
| Ronald Blue Trust, Inc. | 855 | $40.5K | 0.00% | −278−24.5% | Reduced |
| WealthCollab, LLC | 855 | $40.5K | 0.02% | +674+372.4% | Added |
| Pinnacle Wealth Planning Services, Inc. | 779 | $36.9K | 0.00% | +108+16.1% | Added |
| Whittier Trust Co | 761 | $36.6K | 0.00% | +100+15.1% | Added |
| TD Waterhouse Canada Inc. | 737 | $35.5K | 0.00% | +147+24.9% | Added |
| Smartleaf Asset Management LLC | 744 | $35.2K | 0.00% | +78+11.7% | Added |
| Bryn Mawr Trust Co | 700 | $33.2K | 0.00% | 00.0% | Unchanged |
| City State Bank | 630 | $29.9K | 0.01% | −215−25.4% | Reduced |
| Quent Capital, LLC | 606 | $28.7K | 0.00% | +398+191.3% | Added |
| Clearstead Advisors, LLC | 562 | $26.6K | 0.00% | −1,223−68.5% | Reduced |
| Salomon & Ludwin, LLC | 538 | $26.0K | 0.00% | +339+170.4% | Added |
| Caz Investments LP | 500 | $23.7K | 0.03% | 00.0% | Unchanged |
| Stance Capital LLC | 499 | $23.6K | 0.01% | +499 | New |
| CX Institutional | 494 | $23.0K | 0.00% | +494 | New |
| Kemnay Advisory Services Inc. | 480 | $22.8K | 0.00% | +480 | New |
| WPG Advisers, LLC | 475 | $22.5K | 0.02% | 00.0% | Unchanged |
| Silvant Capital Management LLC | 474 | $22.5K | 0.00% | −4−0.8% | Reduced |
| Huntington National Bank | 470 | $22.3K | 0.00% | +347+282.1% | Added |
| Private Trust Co NA | 453 | $21.5K | 0.00% | −219−32.6% | Reduced |
| Bank Julius Baer & Co. Ltd, Zurich | 450 | $21.3K | 0.00% | 00.0% | Unchanged |
| Basepoint Wealth LLC | 430 | $20.4K | 0.01% | −136−24.0% | Reduced |
| Performa Ltd (US), LLC | 425 | $20.1K | 0.00% | +425 | New |
| 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 |
| Basecamp Wealth Advisors LLC | 415 | $19.7K | 0.00% | +75+22.1% | Added |
| Parkside Financial Bank & Trust | 394 | $18.7K | 0.00% | +199+102.1% | Added |
| Bank & Trust Co | 383 | $18.2K | 0.01% | 00.0% | Unchanged |
| Central Pacific Bank - Trust Division | 369 | $17.5K | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 358 | $17.0K | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 347 | $16.5K | 0.00% | −53−13.3% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 340 | $16.1K | 0.00% | −201,388−99.8% | Reduced |
| CVA Family Office, LLC | 318 | $15.1K | 0.00% | +95+42.6% | Added |
| McIlrath & Eck, LLC | 315 | $14.9K | 0.00% | 00.0% | Unchanged |
| SWAN Capital LLC | 315 | $14.9K | 0.01% | 00.0% | Unchanged |
| ZRC Wealth Management, LLC | 303 | $14.4K | 0.01% | +188+163.5% | Added |
| Vega Investment Solutions | 288 | $13.7K | 0.00% | −12,378−97.7% | Reduced |
| Owl Creek Wealth Partners LLC | 275 | $13.0K | 0.00% | +275 | New |
| Estabrook Capital Management | 250 | $11.9K | 0.00% | 00.0% | Unchanged |
| Marquette Asset Management, LLC | 245 | $11.6K | 0.00% | +136+124.8% | Added |
| LRI Investments, LLC | 238 | $11.3K | 0.00% | +67+39.2% | Added |
| Atlantic Union Bankshares Corp | 235 | $11.1K | 0.00% | −13−5.2% | Reduced |
| Adirondack Trust Co | 235 | $11.1K | 0.00% | 00.0% | Unchanged |
| Evolution Wealth Management Inc. | 226 | $10.7K | 0.01% | −80−26.1% | Reduced |
| Tradewinds Capital Management, LLC | 225 | $10.7K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, National Association | 224 | $10.6K | 0.00% | +45+25.1% | Added |
| Activest Wealth Management | 210 | $9.96K | 0.00% | +162+337.5% | Added |
| 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 |
| MPWM Advisory Solutions, LLC | 195 | $9.24K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 186 | $8.82K | 0.00% | +45+31.9% | Added |
| Addison Advisors LLC | 185 | $8.77K | 0.00% | +85+85.0% | Added |
| Atlantic Trust, LLC | 179 | $8.49K | 0.00% | +116+184.1% | Added |
| Farmers & Merchants Investments Inc | 177 | $8.39K | 0.00% | 00.0% | Unchanged |
| Main Street Group, LTD | 175 | $8.30K | 0.00% | +175 | New |
| Creative Financial Designs Inc | 174 | $8.25K | 0.00% | −124−41.6% | 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 |
| Financial Management Professionals, Inc. | 129 | $6.12K | 0.00% | −7−5.1% | Reduced |
| Keating Financial Advisory Services, Inc. | 127 | $6.02K | 0.00% | +3+2.4% | Added |
| Twin Peaks Wealth Advisors, LLC | 126 | $5.97K | 0.00% | +126 | New |
| MCF Advisors LLC | 125 | $5.93K | 0.00% | +125 | New |
| Pacifica Partners Inc. | 120 | $5.69K | 0.00% | −45−27.3% | Reduced |
| Strive Financial Group ,LLC | 95 | $5.00K | 0.00% | 00.0% | Unchanged |
| PFS Partners, LLC | 105 | $4.98K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 102 | $4.84K | 0.00% | +80+363.6% | Added |
| Graney & King, LLC | 100 | $4.74K | 0.00% | 00.0% | Unchanged |
| Hilton Head Capital Partners, LLC | 100 | $4.74K | 0.00% | +100 | New |
| Transamerica Financial Advisors, Inc. | 95 | $4.50K | 0.00% | +55+137.5% | Added |
| Cornerstone Planning Group LLC | 92 | $4.45K | 0.00% | +45+95.7% | Added |
| Spire Wealth Management | 92 | $4.36K | 0.00% | +10+12.2% | Added |