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 |
|---|---|---|---|---|---|
| Bessemer Group Inc | 1,092 | $49.0K | 0.00% | +224+25.8% | Added |
| Rakuten Securities, Inc. | 1,103 | $49.0K | 0.01% | +18+1.7% | Added |
| North Star Investment Management Corp. | 1,097 | $48.7K | 0.00% | +680+163.1% | Added |
| Massmutual Trust Co FSB | 1,090 | $48.4K | 0.00% | −219−16.7% | Reduced |
| Virtus ETF Advisers LLC | 1,067 | $47.4K | 0.02% | −14,587−93.2% | Reduced |
| CoreCap Advisors, LLC | 983 | $43.7K | 0.00% | −1−0.1% | Reduced |
| Whittier Trust Co of Nevada Inc | 824 | $38.9K | 0.00% | −251−23.3% | Reduced |
| Itau Unibanco Holding S.A. | 861 | $38.2K | 0.00% | −126−12.8% | Reduced |
| TD Waterhouse Canada Inc. | 807 | $37.1K | 0.00% | +70+9.5% | Added |
| Washington Trust Advisors, Inc. | 820 | $36.4K | 0.00% | −4,588−84.8% | Reduced |
| Ronald Blue Trust, Inc. | 808 | $35.9K | 0.00% | −47−5.5% | Reduced |
| Smartleaf Asset Management LLC | 744 | $33.5K | 0.00% | 00.0% | Unchanged |
| WealthCollab, LLC | 708 | $31.4K | 0.01% | −147−17.2% | Reduced |
| Whittier Trust Co | 661 | $31.0K | 0.00% | −100−13.1% | Reduced |
| City State Bank | 630 | $28.0K | 0.01% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 538 | $24.8K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 543 | $24.1K | 0.00% | +73+15.5% | Added |
| Institute for Wealth Management, LLC. | 526 | $23.4K | 0.00% | −6,099−92.1% | Reduced |
| ZRC Wealth Management, LLC | 512 | $22.7K | 0.01% | +209+69.0% | Added |
| Caz Investments LP | 500 | $22.2K | 0.01% | 00.0% | Unchanged |
| Performa Ltd (US), LLC | 500 | $22.2K | 0.00% | +75+17.6% | Added |
| WPG Advisers, LLC | 475 | $21.1K | 0.01% | 00.0% | Unchanged |
| Silvant Capital Management LLC | 474 | $21.1K | 0.00% | 00.0% | Unchanged |
| 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 |
| Activest Wealth Management | 423 | $18.8K | 0.00% | +213+101.4% | Added |
| Y.D. More Investments Ltd | 405 | $18.0K | 0.00% | +405 | New |
| Basecamp Wealth Advisors LLC | 381 | $16.9K | 0.00% | −34−8.2% | Reduced |
| Central Pacific Bank - Trust Division | 369 | $16.4K | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 364 | $16.2K | 0.00% | +6+1.7% | Added |
| Bank & Trust Co | 357 | $15.9K | 0.01% | −26−6.8% | Reduced |
| 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 |
| SWAN Capital LLC | 315 | $14.0K | 0.00% | 00.0% | Unchanged |
| Vega Investment Solutions | 288 | $12.8K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 259 | $11.5K | 0.00% | −135−34.3% | Reduced |
| Wealth Enhancement Trust Services, Inc. | 258 | $11.5K | 0.00% | +258 | New |
| Continuum Advisory, LLC | 252 | $11.2K | 0.00% | +252 | New |
| Estabrook Capital Management | 250 | $11.1K | 0.00% | 00.0% | Unchanged |
| Trust Co | 250 | $11.1K | 0.00% | +250 | New |
| Highline Wealth Partners LLC | 246 | $10.9K | 0.00% | +178+261.8% | Added |
| Bogart Wealth, LLC | 244 | $10.8K | 0.00% | +156+177.3% | Added |
| Adirondack Trust Co | 235 | $10.4K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, National Association | 233 | $10.3K | 0.00% | +9+4.0% | Added |
| EMC Capital Management | 200 | $10.0K | 0.00% | +200 | New |
| 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 |
| Evolution Wealth Management Inc. | 187 | $8.31K | 0.00% | −39−17.3% | Reduced |
| Farmers & Merchants Investments Inc | 177 | $7.86K | 0.00% | 00.0% | Unchanged |
| Owl Creek Wealth Partners LLC | 170 | $7.55K | 0.00% | −105−38.2% | Reduced |
| Fortitude Family Office, LLC | 163 | $7.24K | 0.00% | +123+307.5% | Added |
| Godfrey Financial Associates, Inc. | 160 | $7.11K | 0.01% | 00.0% | Unchanged |
| Sachetta, LLC | 153 | $6.80K | 0.00% | +51+50.0% | Added |
| 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 |
| Newbridge Financial Services Group, Inc. | 131 | $5.82K | 0.00% | +131 | New |
| Financial Management Professionals, Inc. | 129 | $5.73K | 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 |
| Pacifica Partners Inc. | 120 | $5.49K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 121 | $5.38K | 0.00% | +43+55.1% | Added |
| Transamerica Financial Advisors, Inc. | 114 | $5.06K | 0.00% | +19+20.0% | Added |
| Private Trust Co NA | 113 | $5.02K | 0.00% | −340−75.1% | Reduced |
| Keating Financial Advisory Services, Inc. | 111 | $4.93K | 0.00% | −16−12.6% | Reduced |
| CVA Family Office, LLC | 110 | $4.89K | 0.00% | −208−65.4% | Reduced |
| PFS Partners, LLC | 105 | $4.67K | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 105 | $4.66K | 0.00% | +105 | New |
| Graney & King, LLC | 100 | $4.44K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 99 | $4.40K | 0.00% | +35+54.7% | Added |
| Strive Financial Group ,LLC | 95 | $4.22K | 0.00% | 00.0% | Unchanged |
| Westpac Banking Corp | 91 | $4.04K | 0.00% | +91 | New |
| Hollencrest Capital Management | 90 | $4.00K | 0.00% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 87 | $3.87K | 0.00% | −92−51.4% | Reduced |
| Cornerstone Planning Group LLC | 80 | $3.83K | 0.00% | −12−13.0% | Reduced |
| Spire Wealth Management | 84 | $3.73K | 0.00% | −8−8.7% | Reduced |
| First Horizon Corp | 82 | $3.64K | 0.00% | +76+1,266.7% | Added |
| Silver Grove Financial Group, Inc. | 81 | $3.60K | 0.00% | +81 | New |
| Fourth Dimension Wealth, LLC | 78 | $3.46K | 0.00% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 75 | $3.33K | 0.00% | −150−66.7% | Reduced |
| Tidemark, LLC | 75 | $3.33K | 0.00% | 00.0% | Unchanged |
| Fedenia Advisers LLC | 75 | $3.33K | 0.00% | +75 | New |
| Creative Financial Designs Inc | 74 | $3.29K | 0.00% | −100−57.5% | Reduced |
| Hurley Capital, LLC | 73 | $3.24K | 0.00% | 00.0% | Unchanged |
| Kilter Group LLC | 72 | $3.20K | 0.00% | +45+166.7% | Added |
| Medallion Wealth Advisors, LLC | 71 | $3.15K | 0.00% | 00.0% | Unchanged |
| JPL Wealth Management, LLC | 71 | $3.15K | 0.00% | +26+57.8% | Added |
| Fulcrum Asset Management LLP | 67 | $3.02K | 0.00% | +67 | New |
| IMA Wealth, Inc. | 66 | $2.93K | 0.00% | −14,151−99.5% | Reduced |
| Cromwell Holdings LLC | 66 | $2.93K | 0.00% | +66 | New |
| Valley National Advisers Inc | 63 | $2.80K | 0.00% | −24−27.6% | Reduced |
| UMA Financial Services, Inc. | 62 | $2.75K | 0.00% | −98−61.3% | Reduced |
| Golden State Wealth Management, LLC | 62 | $2.75K | 0.00% | −2−3.1% | Reduced |
| Addison Advisors LLC | 61 | $2.71K | 0.00% | −124−67.0% | Reduced |
| Beacon Investment Advisory Services, Inc. | 60 | $2.67K | 0.00% | −1,300−95.6% | Reduced |
| Manchester Capital Management LLC | 58 | $2.58K | 0.00% | +8+16.0% | Added |
| Retirement Wealth Solutions LLC | 55 | $2.44K | 0.00% | +17+44.7% | Added |
| Planning Strategies Inc. | 52 | $2.31K | 0.00% | +52 | New |
| BFSG, LLC | 50 | $2.22K | 0.00% | 00.0% | Unchanged |