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 $7.87B 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
- 177.0M
- −1.89M (−1.1%) vs. Q1 2026
- Total value
- $7.87B
- −$619.3M (−7.3%) vs. Q1 2026
- New holders
- 92
- 239 more added
- Sold out
- 115
- 248 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 | $7.87B |
| 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, 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 |
|---|---|---|---|---|---|
| Private Advisor Group, LLC | 14,750 | $655.2K | 0.00% | −729−4.7% | Reduced |
| Danske Bank A/S | 14,746 | $655.0K | 0.00% | −24,132−62.1% | Reduced |
| MAI Capital Management | 14,653 | $650.9K | 0.00% | +7,163+95.6% | Added |
| Rodgers Brothers Inc. | 14,540 | $645.9K | 0.06% | −375−2.5% | Reduced |
| NorthCrest Asset Manangement, LLC | 13,213 | $644.3K | 0.02% | +6,111+86.0% | Added |
| denkapparat Operations GmbH | 14,496 | $643.9K | 0.21% | +4,654+47.3% | Added |
| Integrated Wealth Concepts LLC | 14,359 | $637.8K | 0.00% | +277+2.0% | Added |
| GWM Advisors LLC | 14,311 | $635.7K | 0.00% | +3,287+29.8% | Added |
| Financial Consulate, Inc | 13,782 | $612.2K | 0.07% | 00.0% | Unchanged |
| MML Investors Services, LLC | 13,604 | $604.3K | 0.00% | +2,098+18.2% | Added |
| CWM Advisors, LLC | 13,211 | $586.8K | 0.02% | +1,614+13.9% | Added |
| Oppenheimer & Co Inc | 12,849 | $570.8K | 0.01% | −438−3.3% | Reduced |
| Sage Rhino Capital LLC | 12,841 | $570.4K | 0.09% | −436−3.3% | Reduced |
| Kentucky Retirement Systems | 12,540 | $557.0K | 0.01% | +12,540 | New |
| Plato Investment Management Ltd | 12,138 | $536.0K | 0.03% | −396−3.2% | Reduced |
| The PNC Financial Services Group, Inc. | 12,046 | $535.1K | 0.00% | +2,602+27.6% | Added |
| Jackson Creek Investment Advisors LLC | 9,758 | $535.0K | 0.18% | +9,758 | New |
| Susquehanna Portfolio Strategies, LLC | 11,880 | $527.7K | 0.01% | +11,880 | New |
| Envestnet Portfolio Solutions, Inc. | 11,867 | $527.1K | 0.00% | +356+3.1% | Added |
| Farther Finance Advisors, LLC | 11,781 | $524.6K | 0.00% | +1,637+16.1% | Added |
| Cary Street Partner Investment Advisory LLC | 11,795 | $523.9K | 0.11% | +10,335+707.9% | Added |
| First Citizens Bank & Trust Co | 11,744 | $521.7K | 0.01% | −10.0% | Reduced |
| HB Wealth Management, LLC | 11,632 | $516.7K | 0.00% | +2,687+30.0% | Added |
| Buckland Partners Management Co LLC | 11,500 | $510.8K | 0.25% | 00.0% | Unchanged |
| Bayesian Capital Management, LP | 11,444 | $508.3K | 0.33% | +11,444 | New |
| Independent Financial Group, LLC | 11,228 | $498.7K | 0.01% | +4,753+73.4% | Added |
| Hancock Whitney Corp | 11,161 | $495.8K | 0.01% | +66+0.6% | Added |
| QRG Capital Management, Inc. | 11,132 | $494.5K | 0.00% | +2,645+31.2% | Added |
| Cresset Asset Management, LLC | 11,000 | $488.6K | 0.00% | −535−4.6% | Reduced |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 10,923 | $485.2K | 0.01% | +1,866+20.6% | Added |
| Northwestern Mutual Wealth Management Co | 10,915 | $484.8K | 0.00% | −1,045−8.7% | Reduced |
| Greenwood Capital Associates LLC | 10,908 | $484.5K | 0.05% | +3,502+47.3% | Added |
| Acorn Financial Advisory Services Inc | 10,875 | $483.1K | 0.06% | −1,160−9.6% | Reduced |
| Sanctuary Advisors, LLC | 10,678 | $474.3K | 0.00% | +1,265+13.4% | Added |
| Pallas Capital Advisors LLC | 10,466 | $464.9K | 0.01% | −853−7.5% | Reduced |
| iA Global Asset Management Inc. | 10,455 | $464.0K | 0.01% | −1,405−11.8% | Reduced |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 10,411 | $462.5K | 0.00% | −12,299−54.2% | Reduced |
| Allworth Financial LP | 10,410 | $462.4K | 0.00% | −2,630−20.2% | Reduced |
| Waddell & Associates, LLC | 10,299 | $457.5K | 0.02% | +3,479+51.0% | Added |
| Wiley Bros.-Aintree Capital, LLC | 10,215 | $453.4K | 0.00% | −3,750−26.9% | Reduced |
| Vise Technologies, Inc. | 9,979 | $443.3K | 0.01% | +6,478+185.0% | Added |
| Profund Advisors LLC | 9,825 | $436.4K | 0.01% | −1,047−9.6% | Reduced |
| TCG Advisory Services, LLC | 9,775 | $434.2K | 0.01% | −1,485−13.2% | Reduced |
| Green Alpha Advisors, LLC | 9,704 | $431.1K | 0.29% | +24+0.2% | Added |
| Crestwood Advisors Group LLC | 9,685 | $430.2K | 0.01% | +1,925+24.8% | Added |
| Nykredit A/S | 9,680 | $430.0K | 0.00% | +9,680 | New |
| DnB Asset Management AS | 9,646 | $428.5K | 0.00% | −996−9.4% | Reduced |
| Nomura Holdings Inc | 9,511 | $422.5K | 0.00% | +4,970+109.4% | Added |
| Scotia Capital Inc. | 9,498 | $421.9K | 0.00% | +9,498 | New |
| Maryland State Retirement & Pension System | 9,496 | $421.8K | 0.01% | 00.0% | Unchanged |
| KBC Group NV | 9,403 | $418.0K | 0.00% | −721−7.1% | Reduced |
| Hantz Financial Services, Inc. | 9,391 | $417.0K | 0.01% | +297+3.3% | Added |
| Camden Capital, LLC | 9,179 | $407.7K | 0.02% | +2,679+41.2% | Added |
| RMR Wealth Builders | 9,108 | $404.6K | 0.03% | −34−0.4% | Reduced |
| Steward Partners Investment Advisory, LLC | 8,998 | $399.7K | 0.00% | +3,411+61.1% | Added |
| Inscription Capital, LLC | 8,891 | $394.9K | 0.04% | +1,155+14.9% | Added |
| M&T Bank Corp | 8,892 | $394.6K | 0.00% | −3,117−26.0% | Reduced |
| Leonteq Securities AG | 8,772 | $389.7K | 0.02% | +1,672+23.5% | Added |
| Lido Advisors, LLC | 8,688 | $385.9K | 0.00% | +2,344+36.9% | Added |
| EP Wealth Advisors, LLC | 8,656 | $384.5K | 0.00% | +790+10.0% | Added |
| Aware Super Pty Ltd as trustee of Aware Super | 8,577 | $381.0K | 0.01% | −234,660−96.5% | Reduced |
| Warren Averett Asset Management, LLC | 8,528 | $378.8K | 0.00% | +4,257+99.7% | Added |
| Kestra Advisory Services, LLC | 8,322 | $369.7K | 0.00% | −878−9.5% | Reduced |
| US Bancorp | 8,235 | $365.8K | 0.00% | +1,119+15.7% | Added |
| Caerus Investment Advisors, LLC | 8,213 | $364.8K | 0.12% | −980−10.7% | Reduced |
| Voleon Capital Management LP | 8,196 | $364.1K | 0.01% | +8,196 | New |
| Guggenheim Capital LLC | 8,096 | $359.6K | 0.00% | +1,135+16.3% | Added |
| State of Wyoming | 8,045 | $357.4K | 0.04% | −3,169−28.3% | Reduced |
| Smith Group Asset Management, LLC | 8,023 | $356.4K | 0.01% | +8,023 | New |
| International Assets Investment Management, LLC | 7,702 | $354.4K | 0.02% | +1,571+25.6% | Added |
| ProShare Advisors LLC | 7,952 | $353.2K | 0.00% | −223−2.7% | Reduced |
| Legacy Financial Advisors, Inc. | 7,934 | $352.4K | 0.04% | +899+12.8% | Added |
| Sentinus, LLC | 7,912 | $351.5K | 0.03% | +7,912 | New |
| Occudo Quantitative Strategies LP | 7,884 | $350.2K | 0.02% | −41,591−84.1% | Reduced |
| Evolve Private Wealth, LLC | 7,834 | $348.0K | 0.02% | +7,834 | New |
| Elevatus Welath Management | 7,792 | $346.1K | 0.08% | +7,792 | New |
| Clare Market Investments LLC | 7,773 | $345.3K | 0.06% | +7,773 | New |
| Bokf, NA | 7,744 | $344.0K | 0.00% | −265−3.3% | Reduced |
| Rafferty Asset Management, LLC | 7,716 | $342.7K | 0.00% | −642−7.7% | Reduced |
| Snowden Capital Advisors LLC | 7,684 | $341.3K | 0.01% | +2,564+50.1% | Added |
| Venture Visionary Partners LLC | 7,601 | $337.6K | 0.01% | 00.0% | Unchanged |
| Atomi Financial Group, Inc. | 7,597 | $337.5K | 0.01% | +23+0.3% | Added |
| Quent Capital, LLC | 7,549 | $335.3K | 0.02% | +6,943+1,145.7% | Added |
| Proficio Capital Partners LLC | 7,409 | $329.1K | 0.01% | +7,409 | New |
| J.W. Cole Advisors, Inc. | 7,346 | $326.3K | 0.01% | +7,346 | New |
| RSM US Wealth Management LLC | 7,301 | $324.3K | 0.00% | −1,135−13.5% | Reduced |
| AlphaGrep UK Ltd | 7,261 | $322.5K | 0.10% | −679−8.6% | Reduced |
| Mach-1 Financial Group, Inc. | 7,249 | $322.0K | 0.12% | −529−6.8% | Reduced |
| Prelude Capital Management, LLC | 7,245 | $321.8K | 0.02% | −405−5.3% | Reduced |
| Formidable Asset Management, LLC | 7,162 | $318.1K | 0.05% | −223−3.0% | Reduced |
| Essex Financial Services, Inc. | 7,114 | $316.0K | 0.02% | +578+8.8% | Added |
| Marex Group plc | 6,989 | $310.5K | 0.00% | −3,650−34.3% | Reduced |
| Ethic Inc. | 6,979 | $310.0K | 0.00% | −401−5.4% | Reduced |
| Jackson Thornton Asset Management, LLC | 6,977 | $309.9K | 0.02% | +6,977 | New |
| AlphaCore Capital LLC | 6,971 | $309.7K | 0.01% | +6,971 | New |
| Motley Fool Asset Management LLC | 6,969 | $309.6K | 0.01% | +54+0.8% | Added |
| SBI Securities Co., Ltd. | 6,859 | $304.7K | 0.01% | −1,615−19.1% | Reduced |
| Versant Capital Management, Inc | 6,844 | $304.0K | 0.03% | +85+1.3% | Added |
| Ellevest, Inc. | 6,201 | $303.9K | 0.04% | +6,201 | New |
| Burney Co | 6,814 | $302.7K | 0.01% | −64,707−90.5% | Reduced |