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.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 674 | $7.89B |
| Q1 2026 | 709 | $8.50B |
| Q4 2025 | 791 | $11.6B |
| Q3 2025 | 816 | $12.3B |
| Q2 2025 | 782 | $13.8B |
| Q1 2025 | 810 | $14.1B |
| Q4 2024 | 819 | $15.9B |
| Q3 2024 | 695 | $10.2B |
| Q2 2024 | 669 | $8.67B |
| Q1 2024 | 686 | $9.98B |
| Q4 2023 | 708 | $9.85B |
| Q3 2023 | 665 | $6.37B |
| Q2 2023 | 712 | $8.15B |
| Q1 2023 | 728 | $9.21B |
| Q4 2022 | 737 | $8.70B |
| Q3 2022 | 738 | $8.32B |
| Q2 2022 | 793 | $8.87B |
| Q1 2022 | 936 | $16.5B |
| Q4 2021 | 1,010 | $23.3B |
| Q3 2021 | 1,043 | $39.3B |
| Q2 2021 | 1,028 | $41.7B |
| Q1 2021 | 970 | $28.7B |
Institutions, Q2 2026
Shares, value and share of portfolio for each institution holding DocuSign, Inc.; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Westpac Banking Corp | 91 | $4.04K | 0.00% | +91 | New |
| Strive Financial Group ,LLC | 95 | $4.22K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 99 | $4.40K | 0.00% | +35+54.7% | Added |
| Graney & King, LLC | 100 | $4.44K | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 105 | $4.66K | 0.00% | +105 | New |
| PFS Partners, LLC | 105 | $4.67K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 110 | $4.89K | 0.00% | −208−65.4% | Reduced |
| Keating Financial Advisory Services, Inc. | 111 | $4.93K | 0.00% | −16−12.6% | Reduced |
| Private Trust Co NA | 113 | $5.02K | 0.00% | −340−75.1% | Reduced |
| Transamerica Financial Advisors, Inc. | 114 | $5.06K | 0.00% | +19+20.0% | Added |
| Private Wealth Management Group, LLC | 121 | $5.38K | 0.00% | +43+55.1% | Added |
| Pacifica Partners Inc. | 120 | $5.49K | 0.00% | 00.0% | Unchanged |
| Marquette Asset Management, LLC | 125 | $5.55K | 0.00% | −120−49.0% | Reduced |
| MPWM Advisory Solutions, LLC | 125 | $5.55K | 0.00% | −70−35.9% | Reduced |
| Financial Management Professionals, Inc. | 129 | $5.73K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 131 | $5.82K | 0.00% | +131 | New |
| Bell Investment Advisors, Inc | 150 | $6.66K | 0.00% | −36−19.4% | Reduced |
| Main Street Group, LTD | 150 | $6.66K | 0.00% | −25−14.3% | Reduced |
| Sachetta, LLC | 153 | $6.80K | 0.00% | +51+50.0% | Added |
| Godfrey Financial Associates, Inc. | 160 | $7.11K | 0.01% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 163 | $7.24K | 0.00% | +123+307.5% | Added |
| Owl Creek Wealth Partners LLC | 170 | $7.55K | 0.00% | −105−38.2% | Reduced |
| Farmers & Merchants Investments Inc | 177 | $7.86K | 0.00% | 00.0% | Unchanged |
| Evolution Wealth Management Inc. | 187 | $8.31K | 0.00% | −39−17.3% | Reduced |
| HM Payson & Co | 200 | $8.88K | 0.00% | 00.0% | Unchanged |
| Strategic Investment Solutions, Inc. | 200 | $8.88K | 0.00% | 00.0% | Unchanged |
| McGuire Capital Advisors Inc | 200 | $8.88K | 0.00% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 200 | $8.88K | 0.00% | +200 | New |
| EMC Capital Management | 200 | $10.0K | 0.00% | +200 | New |
| Zions Bancorporation, National Association | 233 | $10.3K | 0.00% | +9+4.0% | Added |
| Adirondack Trust Co | 235 | $10.4K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 244 | $10.8K | 0.00% | +156+177.3% | Added |
| Highline Wealth Partners LLC | 246 | $10.9K | 0.00% | +178+261.8% | Added |
| Estabrook Capital Management | 250 | $11.1K | 0.00% | 00.0% | Unchanged |
| Trust Co | 250 | $11.1K | 0.00% | +250 | New |
| Continuum Advisory, LLC | 252 | $11.2K | 0.00% | +252 | New |
| Wealth Enhancement Trust Services, Inc. | 258 | $11.5K | 0.00% | +258 | New |
| Parkside Financial Bank & Trust | 259 | $11.5K | 0.00% | −135−34.3% | Reduced |
| Vega Investment Solutions | 288 | $12.8K | 0.00% | 00.0% | Unchanged |
| SWAN Capital LLC | 315 | $14.0K | 0.00% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 340 | $15.1K | 0.00% | −439−56.4% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 340 | $15.1K | 0.00% | 00.0% | Unchanged |
| Bank & Trust Co | 357 | $15.9K | 0.01% | −26−6.8% | Reduced |
| Cullen/Frost Bankers, Inc. | 364 | $16.2K | 0.00% | +6+1.7% | Added |
| Central Pacific Bank - Trust Division | 369 | $16.4K | 0.00% | 00.0% | Unchanged |
| Basecamp Wealth Advisors LLC | 381 | $16.9K | 0.00% | −34−8.2% | Reduced |
| Y.D. More Investments Ltd | 405 | $18.0K | 0.00% | +405 | New |
| Activest Wealth Management | 423 | $18.8K | 0.00% | +213+101.4% | Added |
| Bank Julius Baer & Co. Ltd, Zurich | 450 | $20.0K | 0.00% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 450 | $20.0K | 0.00% | +450 | New |
| Silvant Capital Management LLC | 474 | $21.1K | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 475 | $21.1K | 0.01% | 00.0% | Unchanged |
| Performa Ltd (US), LLC | 500 | $22.2K | 0.00% | +75+17.6% | Added |
| ZRC Wealth Management, LLC | 512 | $22.7K | 0.01% | +209+69.0% | Added |
| Institute for Wealth Management, LLC. | 526 | $23.4K | 0.00% | −6,099−92.1% | Reduced |
| Huntington National Bank | 543 | $24.1K | 0.00% | +73+15.5% | Added |
| Salomon & Ludwin, LLC | 538 | $24.8K | 0.00% | 00.0% | Unchanged |
| City State Bank | 630 | $28.0K | 0.01% | 00.0% | Unchanged |
| Whittier Trust Co | 661 | $31.0K | 0.00% | −100−13.1% | Reduced |
| WealthCollab, LLC | 708 | $31.4K | 0.01% | −147−17.2% | Reduced |
| Smartleaf Asset Management LLC | 744 | $33.5K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 808 | $35.9K | 0.00% | −47−5.5% | Reduced |
| Washington Trust Advisors, Inc. | 820 | $36.4K | 0.00% | −4,588−84.8% | Reduced |
| TD Waterhouse Canada Inc. | 807 | $37.1K | 0.00% | +70+9.5% | Added |
| Itau Unibanco Holding S.A. | 861 | $38.2K | 0.00% | −126−12.8% | Reduced |
| Whittier Trust Co of Nevada Inc | 824 | $38.9K | 0.00% | −251−23.3% | Reduced |
| CoreCap Advisors, LLC | 983 | $43.7K | 0.00% | −1−0.1% | Reduced |
| Caz Investments LP | 1,000 | $44.4K | 0.01% | +500+100.0% | Added |
| Virtus ETF Advisers LLC | 1,067 | $47.4K | 0.02% | −14,587−93.2% | Reduced |
| Massmutual Trust Co FSB | 1,090 | $48.4K | 0.00% | −219−16.7% | Reduced |
| North Star Investment Management Corp. | 1,097 | $48.7K | 0.00% | +680+163.1% | Added |
| Rakuten Securities, Inc. | 1,103 | $49.0K | 0.01% | +18+1.7% | Added |
| Bessemer Group Inc | 1,092 | $49.0K | 0.00% | +224+25.8% | Added |
| Financial Perspectives, Inc | 1,178 | $52.3K | 0.01% | 00.0% | Unchanged |
| Aquatic Capital Management LLC | 1,208 | $53.7K | 0.00% | −178,891−99.3% | Reduced |
| Clearstead Advisors, LLC | 1,297 | $57.6K | 0.00% | +735+130.8% | Added |
| Global Retirement Partners, LLC | 1,348 | $59.9K | 0.00% | +1,348 | New |
| True Wealth Design, LLC | 1,357 | $60.3K | 0.01% | +418+44.5% | Added |
| Compass Financial Management LLC | 1,325 | $61.5K | 0.01% | +1,325 | New |
| Cohen & Steers, Inc. | 1,400 | $62.0K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 1,471 | $65.3K | 0.01% | −142−8.8% | Reduced |
| Covestor Ltd | 1,484 | $66.0K | 0.04% | +379+34.3% | Added |
| Harbour Investments, Inc. | 1,513 | $67.2K | 0.00% | −1,556−50.7% | Reduced |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 1,550 | $68.9K | 0.00% | −166−9.7% | Reduced |
| Geneos Wealth Management Inc. | 1,615 | $71.7K | 0.00% | 00.0% | Unchanged |
| BOK Financial Private Wealth, Inc. | 1,615 | $71.7K | 0.00% | 00.0% | Unchanged |
| CX Institutional | 1,637 | $73.0K | 0.00% | +1,143+231.4% | Added |
| Employees Retirement System of Texas | 1,657 | $74.0K | 0.00% | 00.0% | Unchanged |
| Reyes Financial Architecture, Inc. | 1,749 | $77.7K | 0.04% | +651+59.3% | Added |
| Corient IA LLC | 2,230 | $99.1K | 0.09% | 00.0% | Unchanged |
| LSV Asset Management | 2,300 | $102.0K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 2,304 | $102.3K | 0.00% | −26−1.1% | Reduced |
| Clear Street Markets LLC | 2,308 | $102.5K | 0.02% | +2,308 | New |
| PeakShares LLC | 2,500 | $111.0K | 0.08% | 00.0% | Unchanged |
| Rossby Financial, LCC | 2,568 | $114.1K | 0.02% | +243+10.5% | Added |
| Nisa Investment Advisors, LLC | 2,815 | $125.0K | 0.00% | +1,090+63.2% | Added |
| Essential Partners LLC | 3,051 | $135.5K | 0.06% | −3,395−52.7% | Reduced |
| Twin Lakes Capital Management, LLC | 3,072 | $136.5K | 0.05% | 00.0% | Unchanged |
| Kemnay Advisory Services Inc. | 3,089 | $137.2K | 0.02% | +2,609+543.5% | Added |
| Eurizon Capital SGR S.p.A. | 3,104 | $139.4K | 0.00% | −8,183−72.5% | Reduced |