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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 $7.89B in total; no superinvestor holds it.

13F holders, Q2 2026

Institutional positions in DocuSign, Inc. as of Jun 30, 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
674
−23 vs. Q1 2026
Shares held
177.4M
−1.47M (−0.8%) vs. Q1 2026
Total value
$7.89B
−$600.1M (−7.1%) vs. Q1 2026
New holders
92
241 more added
Sold out
115
247 more reduced

12 institutions that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q1 2026: 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.

Institutional holdersQ2 2026: 674 institutions
Q1 2021: 970 institutionsQ2 2021: 1,028 institutionsQ3 2021: 1,043 institutionsQ4 2021: 1,010 institutionsQ1 2022: 936 institutionsQ2 2022: 793 institutionsQ3 2022: 738 institutionsQ4 2022: 737 institutionsQ1 2023: 728 institutionsQ2 2023: 712 institutionsQ3 2023: 665 institutionsQ4 2023: 708 institutionsQ1 2024: 686 institutionsQ2 2024: 669 institutionsQ3 2024: 695 institutionsQ4 2024: 819 institutionsQ1 2025: 810 institutionsQ2 2025: 782 institutionsQ3 2025: 816 institutionsQ4 2025: 791 institutionsQ1 2026: 709 institutionsQ2 2026: 674 institutions
Value heldQ2 2026: $7.89B
Q1 2021: $28.7BQ2 2021: $41.7BQ3 2021: $39.3BQ4 2021: $23.3BQ1 2022: $16.5BQ2 2022: $8.87BQ3 2022: $8.32BQ4 2022: $8.70BQ1 2023: $9.21BQ2 2023: $8.15BQ3 2023: $6.37BQ4 2023: $9.85BQ1 2024: $9.98BQ2 2024: $8.67BQ3 2024: $10.2BQ4 2024: $15.9BQ1 2025: $14.1BQ2 2025: $13.8BQ3 2025: $12.3BQ4 2025: $11.6BQ1 2026: $8.50BQ2 2026: $7.89B
Institutions holding DOCU and their total value by quarter
QuarterHoldersValue
Q2 2026674$7.89B
Q1 2026709$8.50B
Q4 2025791$11.6B
Q3 2025816$12.3B
Q2 2025782$13.8B
Q1 2025810$14.1B
Q4 2024819$15.9B
Q3 2024695$10.2B
Q2 2024669$8.67B
Q1 2024686$9.98B
Q4 2023708$9.85B
Q3 2023665$6.37B
Q2 2023712$8.15B
Q1 2023728$9.21B
Q4 2022737$8.70B
Q3 2022738$8.32B
Q2 2022793$8.87B
Q1 2022936$16.5B
Q4 20211,010$23.3B
Q3 20211,043$39.3B
Q2 20211,028$41.7B
Q1 2021970$28.7B

Institutions, Q2 2026

Shares, value and share of portfolio for each institution holding DocuSign, Inc.; share changes are against Q1 2026.

Institutions holding DOCU in Q2 2026
InstitutionSharesValue% of portfolioChange in sharesAction
Evolution Advisers, Inc.2$00.00%+2New
Navigoe, LLC1$00.00%+1New
ORG Wealth Partners, LLC1$440.00%−10−90.9%Reduced
NBT Bank N A1$440.00%00.0%Unchanged
Grove Bank & Trust1$440.00%00.0%Unchanged
JFS Wealth Advisors, LLC1$450.00%−3−75.0%Reduced
DHJJ Financial Advisors, Ltd.1$450.00%00.0%Unchanged
Maryland Capital Advisors Inc.1$450.00%+1New
DecisionPoint Financial, LLC1$470.00%−4−80.0%Reduced
DiNuzzo Private Wealth, Inc.2$890.00%−1−33.3%Reduced
3 Factor Indexing, LLC2$890.00%00.0%Unchanged
Bay Harbor Wealth Management, LLC2$890.00%00.0%Unchanged
Cordant, Inc.3$1180.00%+3New
LRI Investments, LLC3$1330.00%−235−98.7%Reduced
Evelyn Partners Group Ltd3$1330.00%+3New
Cassaday & Co Wealth Management LLC3$1340.00%00.0%Unchanged
HFM Investment Advisors, LLC3$1340.00%+3New
South State Corp.4$1780.00%−33−89.2%Reduced
Caitlin John, LLC4$1780.00%00.0%Unchanged
Motco5$2220.00%+5New
Prestige Wealth Management Group LLC5$2230.00%+3+150.0%Added
Bear Mountain Capital, Inc.5$2470.00%00.0%Unchanged
Key Financial Inc7$3110.00%00.0%Unchanged
Sittner & Nelson, LLC7$3110.00%00.0%Unchanged
Creative Capital Management Investments LLC8$3550.00%+8New
Glass Jacobson Investment Advisors llc8$3560.00%00.0%Unchanged
Action Point Financial Planning, LLC9$3990.00%+9New
Solstein Capital, LLC9$4000.00%00.0%Unchanged
Halbert Hargrove Global Advisors, LLC10$4420.00%+10New
MB, Levis & Associates, LLC10$4440.00%00.0%Unchanged
Investors Portfolio Services LLC10$4440.00%00.0%Unchanged
Hughes Financial Services, LLC10$4440.00%+3+42.9%Added
USA Financial Formulas11$4890.00%+11New
Torren Management, LLC13$5770.00%00.0%Unchanged
Valued Wealth Advisors LLC13$5780.00%00.0%Unchanged
TFC Financial Management13$5780.00%+13New
N.E.W. Advisory Services LLC15$6660.00%00.0%Unchanged
Vision Retirement, LLC15$6660.00%00.0%Unchanged
Signature Equity Partners, LLC15$6660.00%+6+66.7%Added
NBC Securities, Inc.16$7100.00%−15−48.4%Reduced
MV Capital Management, Inc.17$7560.00%−56−76.7%Reduced
Salem Investment Counselors Inc18$8000.00%00.0%Unchanged
Holos Integrated Wealth LLC18$8500.00%00.0%Unchanged
Mather Group, LLC.20$8850.00%00.0%Unchanged
PayPay Securities Corp20$8880.02%00.0%Unchanged
Quaker Wealth Management, LLC20$8890.00%+11+122.2%Added
Raffa Wealth Management, LLC21$9330.00%00.0%Unchanged
CNB Bank21$9330.00%00.0%Unchanged
Capital Advisors, Ltd. LLC16$1.00K0.00%−8−33.3%Reduced
Rialto Wealth Management, LLC23$1.02K0.00%00.0%Unchanged
Richardson Financial Services Inc.25$1.11K0.00%00.0%Unchanged
Brown, Lisle/Cummings, Inc.25$1.11K0.00%+14+127.3%Added
American Capital Advisory, LLC26$1.16K0.00%+6+30.0%Added
Osbon Capital Management LLC26$1.16K0.00%00.0%Unchanged
Park Place Capital Corp31$1.38K0.00%+4+14.8%Added
Cornerstone Financial Management LLC32$1.42K0.00%−25−43.9%Reduced
SHP Wealth Management32$1.42K0.00%−8−20.0%Reduced
Ameriflex Group, Inc.32$1.42K0.00%00.0%Unchanged
AdvisorNet Financial, Inc33$1.47K0.00%00.0%Unchanged
Bare Financial Services, Inc33$1.47K0.00%+11+50.0%Added
Webster Bank, N. A.36$1.60K0.00%00.0%Unchanged
TD Private Client Wealth LLC38$1.69K0.00%+27+245.5%Added
Dunhill Financial, LLC41$1.82K0.00%−4−8.9%Reduced
GHP Investment Advisors, Inc.44$1.96K0.00%00.0%Unchanged
Principia Wealth Advisory, LLC45$2.00K0.00%+26+136.8%Added
Avion Wealth62$2.00K0.00%−19−23.5%Reduced
TSFG, LLC37$2.00K0.00%00.0%Unchanged
Manning & Napier Advisors LLC47$2.12K0.00%+47New
Quarry LP48$2.13K0.00%+48New
BFSG, LLC50$2.22K0.00%00.0%Unchanged
Quest 10 Wealth Builders, Inc.50$2.22K0.00%00.0%Unchanged
Asset Planning,Inc50$2.22K0.00%00.0%Unchanged
First National Bank50$2.22K0.00%+50New
Westside Investment Management, Inc.50$2.22K0.00%+50New
Planning Strategies Inc.52$2.31K0.00%+52New
Retirement Wealth Solutions LLC55$2.44K0.00%+17+44.7%Added
Manchester Capital Management LLC58$2.58K0.00%+8+16.0%Added
Beacon Investment Advisory Services, Inc.60$2.67K0.00%−1,300−95.6%Reduced
Addison Advisors LLC61$2.71K0.00%−124−67.0%Reduced
Golden State Wealth Management, LLC62$2.75K0.00%−2−3.1%Reduced
UMA Financial Services, Inc.62$2.75K0.00%−98−61.3%Reduced
Valley National Advisers Inc63$2.80K0.00%−24−27.6%Reduced
IMA Wealth, Inc.66$2.93K0.00%−14,151−99.5%Reduced
Cromwell Holdings LLC66$2.93K0.00%+66New
Fulcrum Asset Management LLP67$3.02K0.00%+67New
Medallion Wealth Advisors, LLC71$3.15K0.00%00.0%Unchanged
JPL Wealth Management, LLC71$3.15K0.00%+26+57.8%Added
Kilter Group LLC72$3.20K0.00%+45+166.7%Added
Hurley Capital, LLC73$3.24K0.00%00.0%Unchanged
Creative Financial Designs Inc74$3.29K0.00%−100−57.5%Reduced
Tradewinds Capital Management, LLC75$3.33K0.00%−150−66.7%Reduced
Tidemark, LLC75$3.33K0.00%00.0%Unchanged
Fedenia Advisers LLC75$3.33K0.00%+75New
Fourth Dimension Wealth, LLC78$3.46K0.00%00.0%Unchanged
Silver Grove Financial Group, Inc.81$3.60K0.00%+81New
First Horizon Corp82$3.64K0.00%+76+1,266.7%Added
Spire Wealth Management84$3.73K0.00%−8−8.7%Reduced
Cornerstone Planning Group LLC80$3.83K0.00%−12−13.0%Reduced
Atlantic Trust, LLC87$3.87K0.00%−92−51.4%Reduced
Hollencrest Capital Management90$4.00K0.00%00.0%Unchanged