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 |
|---|---|---|---|---|---|
| Tred Avon Family Wealth, LLC | 6,814 | $302.7K | 0.09% | +638+10.3% | Added |
| Oppenheimer Asset Management Inc. | 6,789 | $301.6K | 0.00% | −100−1.5% | Reduced |
| Kornitzer Capital Management Inc | 6,765 | $300.5K | 0.01% | −55−0.8% | Reduced |
| CAPROCK Group, Inc. | 6,750 | $299.8K | 0.01% | −18,170−72.9% | Reduced |
| Comprehensive Financial Management LLC | 6,593 | $292.9K | 0.01% | 00.0% | Unchanged |
| Everence Capital Management Inc | 6,501 | $289.0K | 0.02% | +6,501 | New |
| Shelton Capital Management | 6,484 | $288.0K | 0.01% | −257−3.8% | Reduced |
| Freestone Capital Holdings, LLC | 6,414 | $284.9K | 0.01% | −880−12.1% | Reduced |
| Uhlmann Price Securities, LLC | 6,375 | $283.2K | 0.01% | +915+16.8% | Added |
| Fox Run Management, L.L.C. | 6,362 | $282.6K | 0.05% | +6,362 | New |
| Headlands Technologies LLC | 6,313 | $280.4K | 0.03% | −24,966−79.8% | Reduced |
| Founders Grove Wealth Partners, LLC | 6,231 | $276.8K | 0.06% | +6,231 | New |
| EverSource Wealth Advisors, LLC | 6,180 | $274.5K | 0.01% | +1,963+46.5% | Added |
| LMR Partners LLP | 6,110 | $271.4K | 0.00% | −14,000−69.6% | Reduced |
| Fifth Third Wealth Advisors LLC | 6,059 | $269.1K | 0.01% | −124−2.0% | Reduced |
| Capstone Wealth Management, LLC | 6,046 | $268.6K | 0.12% | +6,046 | New |
| CIBC Asset Management Inc | 6,012 | $267.1K | 0.00% | −423−6.6% | Reduced |
| Baader Bank INC | 6,000 | $266.5K | 0.02% | −528−8.1% | Reduced |
| STRS Ohio | 5,908 | $262.4K | 0.00% | +1,157+24.4% | Added |
| North Dakota State Investment Board | 5,907 | $262.4K | 0.01% | −1,001−14.5% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 5,898 | $262.0K | 0.00% | +3,951+202.9% | Added |
| Mission Wealth Management, LP | 5,785 | $257.0K | 0.00% | +5,785 | New |
| RMB Capital Management, LLC | 5,692 | $252.8K | 0.00% | −5,211−47.8% | Reduced |
| Parcion Private Wealth LLC | 5,655 | $251.2K | 0.01% | +5,655 | New |
| ClearAlpha Technologies LP | 5,560 | $247.0K | 0.42% | +5,560 | New |
| Sterling Capital Management LLC | 5,540 | $246.1K | 0.00% | +2,839+105.1% | Added |
| Apollon Wealth Management, LLC | 5,529 | $245.6K | 0.00% | +5,529 | New |
| R Squared Ltd | 5,525 | $245.4K | 0.13% | −75−1.3% | Reduced |
| Hedges Asset Management LLC | 5,500 | $244.3K | 0.16% | +5,500 | New |
| Brand Asset Management Group, Inc. | 5,420 | $240.8K | 0.05% | +5,420 | New |
| Arkadios Wealth Advisors | 5,317 | $236.2K | 0.00% | −1,361−20.4% | Reduced |
| Legacy Advisors, LLC | 5,283 | $234.7K | 0.02% | +5,283 | New |
| Adviser Investments LLC | 5,247 | $233.1K | 0.00% | −3,073−36.9% | Reduced |
| Meeder Advisory Services, Inc. | 5,212 | $231.5K | 0.01% | −1,037−16.6% | Reduced |
| Kentucky Retirement Systems Insurance Trust Fund | 5,204 | $231.2K | 0.01% | −81−1.5% | Reduced |
| Gilbert & Cook, Inc. | 5,189 | $230.5K | 0.03% | −60−1.1% | Reduced |
| Garden State Investment Advisory Services LLC | 5,177 | $230.0K | 0.05% | +5,177 | New |
| Optas, LLC | 5,148 | $228.7K | 0.03% | −3,094−37.5% | Reduced |
| Miracle Mile Advisors, LLC | 5,096 | $226.4K | 0.00% | +21+0.4% | Added |
| Concorde Asset Management, LLC | 5,064 | $224.9K | 0.13% | +146+3.0% | Added |
| Claret Asset Management Corp | 5,010 | $223.0K | 0.02% | +5,010 | New |
| Wahed Invest LLC | 5,016 | $222.8K | 0.02% | −6−0.1% | Reduced |
| Obermeyer Wood Investment Counsel, LLLP | 5,000 | $222.1K | 0.01% | 00.0% | Unchanged |
| Riversedge Advisors, LLC | 4,957 | $220.2K | 0.03% | +4,957 | New |
| Garde Capital, Inc. | 4,839 | $214.9K | 0.01% | 00.0% | Unchanged |
| Mangrove Partners | 4,816 | $213.9K | 0.01% | +4,816 | New |
| Mainsail Asset Management, LLC | 4,048 | $213.5K | 0.08% | +4,048 | New |
| Pinnacle Associates Ltd | 4,782 | $212.4K | 0.00% | −670−12.3% | Reduced |
| Montag A & Associates Inc | 4,775 | $212.1K | 0.01% | +200+4.4% | Added |
| Vident Advisory, LLC | 4,742 | $210.6K | 0.00% | −6,743−58.7% | Reduced |
| NewEdge Wealth, LLC | 4,737 | $210.4K | 0.00% | −7,305−60.7% | Reduced |
| Truvestments Capital LLC | 4,689 | $208.3K | 0.03% | −417−8.2% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 4,655 | $206.8K | 0.00% | +4,655 | New |
| Park Avenue Securities LLC | 4,646 | $206.0K | 0.00% | +4,646 | New |
| SummitTX Capital, L.P. | 4,630 | $205.7K | 0.01% | −20,291−81.4% | Reduced |
| Intellectus Partners, LLC | 4,618 | $205.1K | 0.04% | −271−5.5% | Reduced |
| Cambria Investment Management, L.P. | 4,580 | $203.4K | 0.01% | 00.0% | Unchanged |
| PFG Investments, LLC | 4,562 | $202.6K | 0.01% | +297+7.0% | Added |
| Signaturefd, LLC | 4,552 | $202.2K | 0.00% | −1,069−19.0% | Reduced |
| Chilton Investment Co LLC | 4,540 | $201.7K | 0.00% | 00.0% | Unchanged |
| Pzena Investment Management LLC | 4,510 | $200.3K | 0.00% | 00.0% | Unchanged |
| Parallax Volatility Advisers, L.P. | 4,507 | $200.2K | 0.01% | +4,507 | New |
| Mirae Asset Global ETFs Holdings Ltd. | 4,404 | $195.6K | 0.00% | −175−3.8% | Reduced |
| Pingora Partners LLC | 4,100 | $182.1K | 0.11% | −200−4.7% | Reduced |
| GAMMA Investing LLC | 3,957 | $175.8K | 0.01% | −1,573−28.4% | Reduced |
| Silver Oak Securities, Inc | 3,941 | $175.1K | 0.01% | +3,941 | New |
| IFP Advisors, Inc | 3,923 | $174.3K | 0.00% | +1,098+38.9% | Added |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 3,614 | $160.5K | 0.00% | 00.0% | Unchanged |
| Bayforest Capital Ltd | 3,592 | $159.6K | 0.15% | +2,352+189.7% | Added |
| Exchange Traded Concepts, LLC | 3,569 | $158.5K | 0.00% | +551+18.3% | Added |
| Strategic Investment Advisors | 3,458 | $153.6K | 0.01% | +602+21.1% | Added |
| PEAK6 LLC | 3,302 | $146.7K | 0.00% | −53,574−94.2% | Reduced |
| Parallel Advisors, LLC | 3,289 | $146.1K | 0.00% | −1,279−28.0% | Reduced |
| Eurizon Capital SGR S.p.A. | 3,104 | $139.4K | 0.00% | −8,183−72.5% | Reduced |
| Kemnay Advisory Services Inc. | 3,089 | $137.2K | 0.02% | +2,609+543.5% | Added |
| Twin Lakes Capital Management, LLC | 3,072 | $136.5K | 0.05% | 00.0% | Unchanged |
| Essential Partners LLC | 3,051 | $135.5K | 0.06% | −3,395−52.7% | Reduced |
| Nisa Investment Advisors, LLC | 2,815 | $125.0K | 0.00% | +1,090+63.2% | Added |
| Rossby Financial, LCC | 2,568 | $114.1K | 0.02% | +243+10.5% | Added |
| PeakShares LLC | 2,500 | $111.0K | 0.08% | 00.0% | Unchanged |
| Clear Street Markets LLC | 2,308 | $102.5K | 0.02% | +2,308 | New |
| Umb Bank N A | 2,304 | $102.3K | 0.00% | −26−1.1% | Reduced |
| LSV Asset Management | 2,300 | $102.0K | 0.00% | 00.0% | Unchanged |
| Corient IA LLC | 2,230 | $99.1K | 0.09% | 00.0% | Unchanged |
| Reyes Financial Architecture, Inc. | 1,749 | $77.7K | 0.04% | +651+59.3% | Added |
| Employees Retirement System of Texas | 1,657 | $74.0K | 0.00% | 00.0% | Unchanged |
| CX Institutional | 1,637 | $73.0K | 0.00% | +1,143+231.4% | Added |
| BOK Financial Private Wealth, Inc. | 1,615 | $71.7K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 1,615 | $71.7K | 0.00% | 00.0% | Unchanged |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 1,550 | $68.9K | 0.00% | −166−9.7% | Reduced |
| Harbour Investments, Inc. | 1,513 | $67.2K | 0.00% | −1,556−50.7% | Reduced |
| Covestor Ltd | 1,484 | $66.0K | 0.04% | +379+34.3% | Added |
| SJS Investment Consulting Inc. | 1,471 | $65.3K | 0.01% | −142−8.8% | Reduced |
| Cohen & Steers, Inc. | 1,400 | $62.0K | 0.00% | 00.0% | Unchanged |
| Compass Financial Management LLC | 1,325 | $61.5K | 0.01% | +1,325 | New |
| True Wealth Design, LLC | 1,357 | $60.3K | 0.01% | +418+44.5% | Added |
| Global Retirement Partners, LLC | 1,348 | $59.9K | 0.00% | +1,348 | New |
| Clearstead Advisors, LLC | 1,297 | $57.6K | 0.00% | +735+130.8% | Added |
| Aquatic Capital Management LLC | 1,208 | $53.7K | 0.00% | −178,891−99.3% | Reduced |
| Financial Perspectives, Inc | 1,178 | $52.3K | 0.01% | 00.0% | Unchanged |