Who owns DocuSign (DOCU)
Which tracked institutional funds hold DOCU, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See DOCU company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-09-22). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
103 tracked funds added or opened DOCU while 191 trimmed or exited it between 2026-Q1 and 2026-Q2 — the tape is split. When large holders disagree on a name, the funds moving first are sometimes ahead of the story.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
DOCU’s largest tracked holder by dollar value, BlackRock, Inc., sizes it at 0.0% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.0pp gap the other way — the median holder sizes DOCU more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in DOCU divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2026-Q1 and 2026-Q2, across 627 tracked filers holding DOCU, 309 increased or opened the position and 396 reduced or closed it; over the same quarter, open-market insider Form 4s were net sales.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Funds opening or closing a position in DOCU between the 2026-Q1 and 2026-Q2 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
New buyers 23
- Global Alpha Capital Management Ltd.$30M
- SEB Asset Management AB$27M
- Trek Financial, LLC$8M
- VOLORIDGE INVESTMENT MANAGEMENT, LLC$8M
- Y-Intercept (Hong Kong) Ltd$5M
- Pale Fire Capital SE$5M
Full exits 68
- Jericho Capital Asset Management L.P.$142M
- Point72 Asset Management, L.P.$106M
- SG Americas Securities, LLC$62M
- TUDOR INVESTMENT CORP ET AL$56M
- Amundi$49M
- HRT FINANCIAL LP$30M
Largest adds
- AQR CAPITAL MANAGEMENT LLC$169M
- Invesco Ltd.$87M
- AMERIPRISE FINANCIAL INC$83M
- TWO SIGMA INVESTMENTS, LP$63M
- FEDERATED HERMES, INC.$59M
- BlackRock, Inc.$38M
Largest trims
- NORGES BANK$95M
- MILLENNIUM MANAGEMENT LLC$94M
- MARSHALL WACE, LLP$75M
- Clearbridge Investments, LLC$62M
- GOLDMAN SACHS GROUP INC$57M
- WORLDQUANT MILLENNIUM ADVISORS LLC$51M
Institutional holders
One row per tracked fund, most shares held first (every row is from one quarter; reported value breaks ties). “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding.
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| BlackRock, Inc. added | 20,870,306 | $927M | 13.0% | 2026-Q2 |
| VANGUARD PORTFOLIO MANAGEMENT LLC added | 11,594,282 | $515M | 7.2% | 2026-Q2 |
| AQR CAPITAL MANAGEMENT LLC added | 8,972,591 | $399M | 5.6% | 2026-Q2 |
| VANGUARD CAPITAL MANAGEMENT LLC trimmed | 8,770,642 | $390M | 5.4% | 2026-Q2 |
| Capital World Investors added | 7,055,601 | $313M | 4.4% | 2026-Q2 |
| STATE STREET CORP trimmed | 6,283,069 | $279M | 3.9% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC added | 6,165,568 | $274M | 3.8% | 2026-Q2 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP added | 5,581,037 | $248M | 3.5% | 2026-Q2 |
| GEODE CAPITAL MANAGEMENT, LLC trimmed | 4,112,381 | $184M | 2.6% | 2026-Q2 |
| FEDERATED HERMES, INC. added | 3,334,645 | $148M | 2.1% | 2026-Q2 |
| PRICE T ROWE ASSOCIATES INC /MD/ added | 3,332,042 | $148M | 2.1% | 2026-Q2 |
| TWO SIGMA INVESTMENTS, LP added | 3,301,509 | $147M | 2.1% | 2026-Q2 |
| RENAISSANCE TECHNOLOGIES LLC trimmed | 3,075,061 | $137M | 1.9% | 2026-Q2 |
| FMR LLC added | 3,070,318 | $136M | 1.9% | 2026-Q2 |
| Invesco Ltd. added | 2,881,241 | $128M | 1.8% | 2026-Q2 |
| MORGAN STANLEY added | 2,801,981 | $124M | 1.7% | 2026-Q2 |
| NORGES BANK trimmed | 2,446,076 | $109M | 1.5% | 2026-Q2 |
| UBS Group AG added | 2,209,283 | $98M | 1.4% | 2026-Q2 |
| JACOBS LEVY EQUITY MANAGEMENT, INC added | 2,043,909 | $91M | 1.3% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC trimmed | 1,976,770 | $88M | 1.2% | 2026-Q2 |
| D. E. Shaw & Co., Inc. trimmed | 1,874,363 | $83M | 1.2% | 2026-Q2 |
| AMERICAN CENTURY COMPANIES INC trimmed | 1,830,932 | $81M | 1.1% | 2026-Q2 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC added | 1,829,997 | $81M | 1.1% | 2026-Q2 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC trimmed | 1,808,071 | $80M | 1.1% | 2026-Q2 |
| ROYAL BANK OF CANADA added | 1,752,296 | $78M | 1.1% | 2026-Q2 |
| Quantinno Capital Management LP added | 1,733,958 | $77M | 1.1% | 2026-Q2 |
| NORTHERN TRUST CORP trimmed | 1,665,394 | $74M | 1.0% | 2026-Q2 |
| Qube Research & Technologies Ltd trimmed | 1,522,258 | $68M | 0.9% | 2026-Q2 |
| Robeco Institutional Asset Management B.V. added | 1,491,553 | $66M | 0.9% | 2026-Q2 |
| DIMENSIONAL FUND ADVISORS LP added | 1,347,557 | $60M | 0.8% | 2026-Q2 |
| CAPITAL FUND MANAGEMENT S.A. added | 1,302,842 | $58M | 0.8% | 2026-Q2 |
| VICTORY CAPITAL MANAGEMENT INC added | 1,281,917 | $57M | 0.8% | 2026-Q2 |
| Bank of New York Mellon Corp trimmed | 1,265,623 | $56M | 0.8% | 2026-Q2 |
| MARSHALL WACE, LLP trimmed | 1,251,931 | $56M | 0.8% | 2026-Q2 |
| VANGUARD FIDUCIARY TRUST CO trimmed | 1,231,293 | $55M | 0.8% | 2026-Q2 |
| FIRST TRUST ADVISORS LP added | 1,189,788 | $53M | 0.7% | 2026-Q2 |
| Man Group plc added | 1,186,717 | $53M | 0.7% | 2026-Q2 |
| Gotham Asset Management, LLC added | 1,084,371 | $48M | 0.7% | 2026-Q2 |
| Nuveen, LLC added | 1,066,686 | $47M | 0.7% | 2026-Q2 |
| JPMORGAN CHASE & CO added | 1,052,119 | $48M | 0.7% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ trimmed | 1,039,579 | $46M | 0.6% | 2026-Q2 |
| Squarepoint Ops LLC trimmed | 896,232 | $40M | 0.6% | 2026-Q2 |
| Clearbridge Investments, LLC trimmed | 696,711 | $31M | 0.4% | 2026-Q2 |
| Fiera Capital Corp trimmed | 676,335 | $30M | 0.4% | 2026-Q2 |
| Global Alpha Capital Management Ltd. new | 673,986 | $30M | 0.4% | 2026-Q2 |
| BNP PARIBAS FINANCIAL MARKETS trimmed | 644,331 | $29M | 0.4% | 2026-Q2 |
| GLENMEDE TRUST CO NA added | 612,097 | $27M | 0.4% | 2026-Q2 |
| SEB Asset Management AB new | 611,484 | $27M | 0.4% | 2026-Q2 |
| Russell Investments Group, Ltd. added | 609,145 | $27M | 0.4% | 2026-Q2 |
| JUPITER ASSET MANAGEMENT LTD trimmed | 605,595 | $27M | 0.4% | 2026-Q2 |
| FRANKLIN RESOURCES INC added | 595,607 | $26M | 0.4% | 2026-Q2 |
| Allianz Asset Management GmbH | 577,620 | $27M | 0.4% | 2026-Q2 |
| RHUMBLINE ADVISERS trimmed | 525,878 | $23M | 0.3% | 2026-Q2 |
| Retirement Systems of Alabama trimmed | 504,066 | $22M | 0.3% | 2026-Q2 |
| Legal & General Group Plc trimmed | 495,314 | $22M | 0.3% | 2026-Q2 |
| Universal- Beteiligungs- und Servicegesellschaft mbH added | 452,258 | $20M | 0.3% | 2026-Q2 |
| VANGUARD ASSET MANAGEMENT, Ltd added | 449,898 | $20M | 0.3% | 2026-Q2 |
| PRINCIPAL FINANCIAL GROUP INC trimmed | 440,985 | $20M | 0.3% | 2026-Q2 |
| Trexquant Investment LP trimmed | 426,326 | $19M | 0.3% | 2026-Q2 |
| California Public Employees Retirement System added | 422,642 | $19M | 0.3% | 2026-Q2 |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC added | 415,810 | $18M | 0.3% | 2026-Q2 |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. added | 409,423 | $18M | 0.3% | 2026-Q2 |
| Quinn Opportunity Partners LLC added | 401,280 | $18M | 0.2% | 2026-Q2 |
| Swiss National Bank trimmed | 390,100 | $17M | 0.2% | 2026-Q2 |
| BARCLAYS PLC trimmed | 368,153 | $16M | 0.2% | 2026-Q2 |
| Rockefeller Capital Management L.P. added | 359,854 | $16M | 0.2% | 2026-Q2 |
| Assenagon Asset Management S.A. added | 349,038 | $16M | 0.2% | 2026-Q2 |
| ALGERT GLOBAL LLC trimmed | 336,077 | $15M | 0.2% | 2026-Q2 |
| NEW YORK STATE COMMON RETIREMENT FUND added | 330,899 | $15M | 0.2% | 2026-Q2 |
| Distillate Capital Partners LLC added | 323,122 | $14M | 0.2% | 2026-Q2 |
| CANADA PENSION PLAN INVESTMENT BOARD trimmed | 304,300 | $14M | 0.2% | 2026-Q2 |
| Corient Private Wealth LP added | 289,378 | $13M | 0.2% | 2026-Q2 |
| Mariner, LLC added | 277,977 | $12M | 0.2% | 2026-Q2 |
| IEQ CAPITAL, LLC trimmed | 275,974 | $12M | 0.2% | 2026-Q2 |
| Engineers Gate Manager LP trimmed | 269,860 | $12M | 0.2% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC trimmed | 260,139 | $12M | 0.2% | 2026-Q2 |
| CITIGROUP INC trimmed | 257,379 | $11M | 0.2% | 2026-Q2 |
| ALLIANCEBERNSTEIN L.P. trimmed | 255,434 | $12M | 0.2% | 2026-Q2 |
| Creative Planning added | 248,197 | $11M | 0.2% | 2026-Q2 |
| MACKENZIE FINANCIAL CORP added | 242,265 | $11M | 0.2% | 2026-Q2 |
| SEI INVESTMENTS CO trimmed | 241,988 | $11M | 0.2% | 2026-Q2 |
| Cerity Partners LLC added | 236,855 | $11M | 0.1% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC added | 235,619 | $10M | 0.1% | 2026-Q2 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 225,642 | $10M | 0.1% | 2026-Q2 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM trimmed | 224,238 | $10M | 0.1% | 2026-Q2 |
| ASSETMARK, INC added | 211,146 | $9M | 0.1% | 2026-Q2 |
| LAZARD ASSET MANAGEMENT LLC added | 210,939 | $9M | 0.1% | 2026-Q2 |
| DEUTSCHE BANK AG\ added | 208,285 | $9M | 0.1% | 2026-Q2 |
| JANE STREET GROUP, LLC trimmed | 201,647 | $9M | 0.1% | 2026-Q2 |
| SYON CAPITAL LLC trimmed | 199,125 | $9M | 0.1% | 2026-Q2 |
| Walleye Trading LLC added | 188,814 | $8M | 0.1% | 2026-Q2 |
| Saudi Central Bank | 184,290 | $10M | 0.1% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN trimmed | 182,600 | $8M | 0.1% | 2026-Q2 |
| Trek Financial, LLC new | 171,737 | $8M | 0.1% | 2026-Q2 |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC new | 170,600 | $8M | 0.1% | 2026-Q2 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM trimmed | 166,625 | $7M | 0.1% | 2026-Q2 |
| PANAGORA ASSET MANAGEMENT INC trimmed | 158,186 | $7M | 0.1% | 2026-Q2 |
| VOYA INVESTMENT MANAGEMENT LLC added | 147,263 | $7M | 0.1% | 2026-Q2 |
| Boston Partners added | 146,329 | $7M | 0.1% | 2026-Q2 |
| Vanguard Global Advisers, LLC trimmed | 145,741 | $6M | 0.1% | 2026-Q2 |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.