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 |
|---|---|---|---|---|---|
| Sentinus, LLC | 7,912 | $351.5K | 0.03% | +7,912 | New |
| Legacy Financial Advisors, Inc. | 7,934 | $352.4K | 0.04% | +899+12.8% | Added |
| ProShare Advisors LLC | 7,952 | $353.2K | 0.00% | −223−2.7% | Reduced |
| International Assets Investment Management, LLC | 7,702 | $354.4K | 0.02% | +1,571+25.6% | Added |
| Smith Group Asset Management, LLC | 8,023 | $356.4K | 0.01% | +8,023 | New |
| State of Wyoming | 8,045 | $357.4K | 0.04% | −3,169−28.3% | Reduced |
| Guggenheim Capital LLC | 8,096 | $359.6K | 0.00% | +1,135+16.3% | Added |
| Voleon Capital Management LP | 8,196 | $364.1K | 0.01% | +8,196 | New |
| Caerus Investment Advisors, LLC | 8,213 | $364.8K | 0.12% | −980−10.7% | Reduced |
| US Bancorp | 8,235 | $365.8K | 0.00% | +1,119+15.7% | Added |
| Kestra Advisory Services, LLC | 8,322 | $369.7K | 0.00% | −878−9.5% | Reduced |
| Warren Averett Asset Management, LLC | 8,528 | $378.8K | 0.00% | +4,257+99.7% | Added |
| Aware Super Pty Ltd as trustee of Aware Super | 8,577 | $381.0K | 0.01% | −234,660−96.5% | Reduced |
| EP Wealth Advisors, LLC | 8,656 | $384.5K | 0.00% | +790+10.0% | Added |
| Lido Advisors, LLC | 8,688 | $385.9K | 0.00% | +2,344+36.9% | Added |
| Leonteq Securities AG | 8,772 | $389.7K | 0.02% | +1,672+23.5% | Added |
| M&T Bank Corp | 8,892 | $394.6K | 0.00% | −3,117−26.0% | Reduced |
| Inscription Capital, LLC | 8,891 | $394.9K | 0.04% | +1,155+14.9% | Added |
| Steward Partners Investment Advisory, LLC | 8,998 | $399.7K | 0.00% | +3,411+61.1% | Added |
| RMR Wealth Builders | 9,108 | $404.6K | 0.03% | −34−0.4% | Reduced |
| Camden Capital, LLC | 9,179 | $407.7K | 0.02% | +2,679+41.2% | Added |
| Hantz Financial Services, Inc. | 9,391 | $417.0K | 0.01% | +297+3.3% | Added |
| KBC Group NV | 9,403 | $418.0K | 0.00% | −721−7.1% | Reduced |
| Maryland State Retirement & Pension System | 9,496 | $421.8K | 0.01% | 00.0% | Unchanged |
| Scotia Capital Inc. | 9,498 | $421.9K | 0.00% | +9,498 | New |
| Nomura Holdings Inc | 9,511 | $422.5K | 0.00% | +4,970+109.4% | Added |
| DnB Asset Management AS | 9,646 | $428.5K | 0.00% | −996−9.4% | Reduced |
| Nykredit A/S | 9,680 | $430.0K | 0.00% | +9,680 | New |
| Crestwood Advisors Group LLC | 9,685 | $430.2K | 0.01% | +1,925+24.8% | Added |
| Green Alpha Advisors, LLC | 9,704 | $431.1K | 0.29% | +24+0.2% | Added |
| TCG Advisory Services, LLC | 9,775 | $434.2K | 0.01% | −1,485−13.2% | Reduced |
| Profund Advisors LLC | 9,825 | $436.4K | 0.01% | −1,047−9.6% | Reduced |
| Vise Technologies, Inc. | 9,979 | $443.3K | 0.01% | +6,478+185.0% | Added |
| Wiley Bros.-Aintree Capital, LLC | 10,215 | $453.4K | 0.00% | −3,750−26.9% | Reduced |
| Coppell Advisory Solutions LLC | 348 | $455.4K | 0.04% | +348 | New |
| Waddell & Associates, LLC | 10,299 | $457.5K | 0.02% | +3,479+51.0% | Added |
| Allworth Financial LP | 10,410 | $462.4K | 0.00% | −2,630−20.2% | Reduced |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 10,411 | $462.5K | 0.00% | −12,299−54.2% | Reduced |
| iA Global Asset Management Inc. | 10,455 | $464.0K | 0.01% | −1,405−11.8% | Reduced |
| Pallas Capital Advisors LLC | 10,466 | $464.9K | 0.01% | −853−7.5% | Reduced |
| Sanctuary Advisors, LLC | 10,678 | $474.3K | 0.00% | +1,265+13.4% | Added |
| Acorn Financial Advisory Services Inc | 10,875 | $483.1K | 0.06% | −1,160−9.6% | Reduced |
| Greenwood Capital Associates LLC | 10,908 | $484.5K | 0.05% | +3,502+47.3% | Added |
| Northwestern Mutual Wealth Management Co | 10,915 | $484.8K | 0.00% | −1,045−8.7% | Reduced |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 10,923 | $485.2K | 0.01% | +1,866+20.6% | Added |
| Cresset Asset Management, LLC | 11,000 | $488.6K | 0.00% | −535−4.6% | Reduced |
| QRG Capital Management, Inc. | 11,132 | $494.5K | 0.00% | +2,645+31.2% | Added |
| Hancock Whitney Corp | 11,161 | $495.8K | 0.01% | +66+0.6% | Added |
| Independent Financial Group, LLC | 11,228 | $498.7K | 0.01% | +4,753+73.4% | Added |
| Bayesian Capital Management, LP | 11,444 | $508.3K | 0.33% | +11,444 | New |
| Buckland Partners Management Co LLC | 11,500 | $510.8K | 0.25% | 00.0% | Unchanged |
| HB Wealth Management, LLC | 11,632 | $516.7K | 0.00% | +2,687+30.0% | Added |
| First Citizens Bank & Trust Co | 11,744 | $521.7K | 0.01% | −10.0% | Reduced |
| Cary Street Partner Investment Advisory LLC | 11,795 | $523.9K | 0.11% | +10,335+707.9% | Added |
| Farther Finance Advisors, LLC | 11,781 | $524.6K | 0.00% | +1,637+16.1% | Added |
| Envestnet Portfolio Solutions, Inc. | 11,867 | $527.1K | 0.00% | +356+3.1% | Added |
| Susquehanna Portfolio Strategies, LLC | 11,880 | $527.7K | 0.01% | +11,880 | New |
| Jackson Creek Investment Advisors LLC | 9,758 | $535.0K | 0.18% | +9,758 | New |
| The PNC Financial Services Group, Inc. | 12,046 | $535.1K | 0.00% | +2,602+27.6% | Added |
| Plato Investment Management Ltd | 12,138 | $536.0K | 0.03% | −396−3.2% | Reduced |
| Kentucky Retirement Systems | 12,540 | $557.0K | 0.01% | +12,540 | New |
| Sage Rhino Capital LLC | 12,841 | $570.4K | 0.09% | −436−3.3% | Reduced |
| Oppenheimer & Co Inc | 12,849 | $570.8K | 0.01% | −438−3.3% | Reduced |
| CWM Advisors, LLC | 13,211 | $586.8K | 0.02% | +1,614+13.9% | Added |
| MML Investors Services, LLC | 13,604 | $604.3K | 0.00% | +2,098+18.2% | Added |
| Financial Consulate, Inc | 13,782 | $612.2K | 0.07% | 00.0% | Unchanged |
| GWM Advisors LLC | 14,311 | $635.7K | 0.00% | +3,287+29.8% | Added |
| Integrated Wealth Concepts LLC | 14,359 | $637.8K | 0.00% | +277+2.0% | Added |
| denkapparat Operations GmbH | 14,496 | $643.9K | 0.21% | +4,654+47.3% | Added |
| NorthCrest Asset Manangement, LLC | 13,213 | $644.3K | 0.02% | +6,111+86.0% | Added |
| Rodgers Brothers Inc. | 14,540 | $645.9K | 0.06% | −375−2.5% | Reduced |
| MAI Capital Management | 14,653 | $650.9K | 0.00% | +7,163+95.6% | Added |
| Danske Bank A/S | 14,746 | $655.0K | 0.00% | −24,132−62.1% | Reduced |
| Private Advisor Group, LLC | 14,750 | $655.2K | 0.00% | −729−4.7% | Reduced |
| Quadrant Capital Group LLC | 14,853 | $659.8K | 0.02% | +10,428+235.7% | Added |
| Inspire Advisors, LLC | 14,874 | $660.9K | 0.05% | +3,042+25.7% | Added |
| O'Shaughnessy Asset Management, LLC | 14,907 | $662.2K | 0.00% | +3,472+30.4% | Added |
| Eagle Harbor Asset Management Inc | 14,968 | $664.9K | 0.52% | −2,452−14.1% | Reduced |
| Sequoia Financial Advisors, LLC | 15,184 | $674.5K | 0.00% | −4,574−23.2% | Reduced |
| United Capital Financial Advisers, LLC | 15,530 | $689.9K | 0.00% | −1,526−8.9% | Reduced |
| Jefferies Financial Group Inc. | 15,561 | $691.2K | 0.01% | +15,561 | New |
| Krilogy Financial LLC | 16,112 | $715.7K | 0.02% | +2,327+16.9% | Added |
| Citizens Financial Group Inc | 16,307 | $724.4K | 0.01% | +3,586+28.2% | Added |
| Harel Insurance Investments & Financial Services Ltd. | 16,650 | $740.0K | 0.00% | −99,234−85.6% | Reduced |
| IMC-Chicago, LLC | 16,781 | $745.4K | 0.01% | +16,781 | New |
| Aviva PLC | 16,886 | $750.1K | 0.00% | −119−0.7% | Reduced |
| Vista Investment Partners LLC | 16,902 | $750.8K | 0.19% | +4,702+38.5% | Added |
| Securian Asset Management, Inc | 14,328 | $755.7K | 0.03% | −434−2.9% | Reduced |
| WCG Wealth Advisors LLC | 17,337 | $770.1K | 0.02% | +4,803+38.3% | Added |
| Campbell & CO Investment Adviser LLC | 17,343 | $770.4K | 0.04% | +17,343 | New |
| Dakota Wealth Management | 17,563 | $780.1K | 0.01% | −495−2.7% | Reduced |
| Group One Trading, L.P. | 17,625 | $782.9K | 0.02% | −16,152−47.8% | Reduced |
| Bull Harbor Capital LLC | 17,682 | $785.4K | 0.15% | +8,825+99.6% | Added |
| Titleist Asset Management, LLC | 17,890 | $794.7K | 0.05% | 00.0% | Unchanged |
| Hillsdale Investment Management Inc. | 17,930 | $796.5K | 0.02% | +2,450+15.8% | Added |
| Destiny Capital Corp | 17,937 | $796.8K | 0.37% | −8,966−33.3% | Reduced |
| Resonant Capital Advisors, LLC | 17,974 | $798.4K | 0.04% | −588−3.2% | Reduced |
| Baker Avenue Asset Management, LP | 18,673 | $829.4K | 0.02% | +2,075+12.5% | Added |
| Tower Research Capital LLC (TRC) | 18,821 | $836.0K | 0.02% | +9,642+105.0% | Added |
| Lecap Asset Management Ltd | 19,096 | $848.2K | 0.36% | −33,601−63.8% | Reduced |