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Funds Holding DocuSign Inc

Every registered fund lists what it holds each quarter. These are the ones reporting a position in DocuSign Inc, ordered by how much of each fund the position represents rather than by its size.

Institutional holders of DOCU →
Funds holding
144
as of 2026-07-31
Reported value
$689.3M
summed across funds
Fund families
66
named trusts
Largest conviction
3.60%
of a single fund

Largest share of a fund

A small position that is a large part of its fund says more than a large one that is a rounding error.

FundOf the fund
Pacer S&P MidCap 400 Quality FCF Aristocrats ETFPacer Funds Trust698 sh$38.3K3.60%
Aztlan Global Stock Selection DM SMID ETFTidal Trust I16.6K sh$910.9K2.40%
Hennessy Technology FundHennessy Funds Trust3.4K sh$186K1.94%
Invesco S&P MidCap 400 GARP ETFInvesco Exchange-Traded Fund Trust151K sh$8.3M1.72%
Invesco S&P MidCap Quality ETFInvesco Exchange-Traded Fund Trust1.5M sh$80.2M1.47%
NYLIM Fiera SMID Growth FundNYLIM FUNDS TRUST52.5K sh$2.9M1.43%
Bushido Capital US SMID Cap Equity ETFEA Series Trust46K sh$2.5M1.38%
Pacer US Small Cap Cash Cows 100 ETFPacer Funds Trust884.3K sh$48.5M1.32%
Abacus FCF Innovation Leaders ETFAbacus FCF ETF Trust960 sh$52.6K1.30%
Carbon Collective Climate Solutions U.S. Equity ETFTidal Trust II9.3K sh$511.7K1.12%
Columbia Seligman Global Technology FundColumbia Funds Series Trust II845.5K sh$46.4M1.04%
Federated Hermes MDT Mid Cap Growth FundFederated Hermes Equity Funds1.1M sh$59.6M0.90%
ClearBridge Select FundLegg Mason Partners Investment Trust513.5K sh$28.2M0.89%
Harbor Long-Short Equity ETFHarbor ETF Trust2.5K sh$135K0.88%
Columbia Disciplined Growth FundColumbia Funds Series Trust II39.4K sh$2.2M0.71%
iShares U.S. Tech Independence Focused ETFiShares U.S. ETF Trust80.7K sh$4.4M0.66%
PACE Small/Medium Co Value Equity InvestmentsPACE SELECT ADVISORS TRUST30.6K sh$1.7M0.61%
Pacer US Large Cap Cash Cows Growth Leaders ETFPacer Funds Trust222.3K sh$12.2M0.55%
ClearBridge Mid Cap Growth FundLegg Mason Partners Investment Trust23.8K sh$1.3M0.48%
FT Vest Dow Jones Internet & Target Income ETFFirst Trust Exchange-Traded Fund IV748 sh$41K0.42%
First Trust Technology AlphaDEX FundFirst Trust Exchange-Traded AlphaDEX Fund191.5K sh$10.5M0.41%
Catholic Responsible Investments Small-Mid Cap Equity FundCatholic Responsible Investments Funds43K sh$2.4M0.40%
NYLIM Candriam U.S. Mid Cap Equity ETFNYLIM ETF Trust23.6K sh$1.3M0.39%
Fidelity Flex Mid Cap Focused Index FundFidelity Salem Street Trust1.4K sh$74.1K0.37%
Focused Dynamic Growth FundAmerican Century Growth Funds, Inc.131.7K sh$7.2M0.36%
Janus Henderson Mid Cap Growth Alpha ETFJanus Detroit Street Trust1.5K sh$83K0.35%
MID-CAP GROWTH PROFUNDProFunds317 sh$17.4K0.34%
Federated Hermes Mid-Cap Index FundFederated Hermes Index Trust17.6K sh$966K0.34%
INTERNET ULTRASECTOR PROFUNDProFunds4.9K sh$268.3K0.34%
Steward Values Enhanced Small-Mid Cap FundSteward Funds Inc11.4K sh$624.7K0.32%
Invesco NASDAQ Internet ETFInvesco Exchange-Traded Fund Trust29K sh$1.6M0.31%
PGIM Quant Solutions Mid-Cap Value FundPrudential Investment Portfolios, Inc. 1010.6K sh$581.2K0.30%
Pacer Trendpilot US Mid Cap ETFPacer Funds Trust21.3K sh$1.2M0.30%
SA Mid Cap Index PortfolioSUNAMERICA SERIES TRUST28K sh$1.5M0.30%
MidCap S&P 400 Index FundPrincipal Funds, Inc74.3K sh$4.1M0.30%
BNY Mellon Midcap Index Fund, Inc.BNY MELLON MIDCAP INDEX FUND, INC.70.6K sh$3.9M0.30%
PGIM Quant Solutions Mid-Cap Index FundPrudential Investment Portfolios 2715 sh$39.2K0.29%
Direxion Daily Dow Jones Internet Bull 3X SharesDirexion Shares ETF Trust4.6K sh$254.9K0.27%
Fidelity Dynamic Buffered Equity ETFFidelity Greenwood Street Trust1.2K sh$64.5K0.27%
Hartford US Quality Growth ETFLattice Strategies Trust2.4K sh$131.1K0.27%
Invesco RAFI US 1500 Small-Mid ETFInvesco Exchange-Traded Fund Trust129K sh$7.1M0.26%
BNY Mellon US Mid Cap Core Equity ETFBNY Mellon ETF Trust30.1K sh$1.7M0.26%
Fidelity Yield Enhanced Equity ETFFidelity Greenwood Street Trust10.1K sh$555.2K0.25%
iShares U.S. Equity Factor ETFiShares Trust164.8K sh$9M0.25%
Fidelity Flex Mid Cap Index FundFidelity Salem Street Trust29K sh$1.6M0.25%
PeakShares Sector Rotation ETFNORTHERN LIGHTS FUND TRUST II2.5K sh$165.7K0.25%
Franklin Global Equity FundLegg Mason Partners Investment Trust29.1K sh$1.6M0.24%
JPMorgan BetaBuilders U.S. Mid Cap Equity ETFJ.P. Morgan Exchange-Traded Fund Trust86K sh$4.7M0.23%
MID-CAP VALUE PROFUNDProFunds114 sh$6.3K0.23%
Direxion Daily Mid Cap Bull 3X SharesDirexion Shares ETF Trust2.9K sh$156.4K0.23%
Victory Science & Technology FundVictory Portfolios III61.8K sh$3.4M0.23%
Federated Hermes MDT Large Cap Growth FundFederated Hermes MDT Series229.2K sh$12.6M0.22%
iShares Morningstar Small-Cap Value ETFiShares Trust27.7K sh$1.5M0.22%
U.S. Small Cap Growth PortfolioDFA INVESTMENT DIMENSIONS GROUP INC76.8K sh$4.2M0.21%
Intech S&P Small-Mid Cap Diversified Alpha ETFTidal Trust III5K sh$272.6K0.21%
Fidelity Hedged Equity ETFFidelity Greenwood Street Trust34.6K sh$1.9M0.20%
ULTRA MID CAP PROFUNDProFunds1.6K sh$89.3K0.19%
Ultra FundAmerican Century Mutual Funds, Inc.871K sh$47.8M0.19%
JPMorgan U.S. Quality Factor ETFJ.P. Morgan Exchange-Traded Fund Trust277.1K sh$15.2M0.18%
Invesco AI and Next Gen Software ETFInvesco Exchange-Traded Fund Trust36.6K sh$2M0.18%
Invesco QQQ Hedged Advantage ETFInvesco Actively Managed Exchange-Traded Fund Trust418 sh$22.9K0.18%
iShares Morningstar Small-Cap ETFiShares Trust8.7K sh$479.4K0.17%
JPMorgan U.S. Value Factor ETFJ.P. Morgan Exchange-Traded Fund Trust24.2K sh$1.3M0.16%
iShares U.S. Small-Cap Equity Factor ETFiShares Trust114.9K sh$6.3M0.15%
Fidelity ZERO Extended Market Index FundFidelity Concord Street Trust71.6K sh$3.9M0.15%
Victory Extended Market Index FundVictory Portfolios III21.9K sh$1.2M0.15%
U.S. Small Cap Equity FundRUSSELL INVESTMENT CO26.2K sh$1.4M0.15%
iShares Russell Small/Mid-Cap Index FundBlackRock Funds35K sh$1.9M0.14%
PACE Small/Medium Co Growth Equity InvestmentsPACE SELECT ADVISORS TRUST6.7K sh$364.7K0.14%
Eventide Small Cap ETFStrategy Shares831 sh$45.6K0.13%
iShares Morningstar Small-Cap Growth ETFiShares Trust22.1K sh$1.2M0.12%
U.S. Strategic Equity FundRUSSELL INVESTMENT CO66.8K sh$3.7M0.12%
Invesco Next Gen Connectivity ETFInvesco Exchange-Traded Fund Trust3.3K sh$181.8K0.12%
MID-CAP PROFUNDProFunds176 sh$9.7K0.11%
FlexShares Morningstar US Market Factor Tilt Index FundFlexShares Trust42.3K sh$2.3M0.11%
Fidelity SAI U.S. Value Index FundFidelity Salem Street Trust182K sh$10M0.11%
Invesco Global Equity Net Zero ETFInvesco Actively Managed Exchange-Traded Fund Trust3.2K sh$178.1K0.10%
U.S. SMALL CAP PORTFOLIODFA INVESTMENT DIMENSIONS GROUP INC366.9K sh$20.1M0.10%
Fidelity MSCI Information Technology Index ETFFIDELITY COVINGTON TRUST342.1K sh$18.8M0.09%
Tax-Managed U.S. Large Cap FundRUSSELL INVESTMENT CO216.7K sh$11.9M0.09%
Dimensional U.S. Small Cap ETFDimensional ETF Trust246K sh$13.5M0.09%
Schwab Fundamental U.S. Small Company Index FundSCHWAB CAPITAL TRUST37.7K sh$2.1M0.09%
Schwab U.S. Mid-Cap Index FundSCHWAB CAPITAL TRUST39.2K sh$2.2M0.08%
Fidelity Mid Cap Index FundFidelity Salem Street Trust733.7K sh$40.2M0.08%
iShares Russell Mid-Cap Index FundBlackRock Funds35.6K sh$2M0.08%
iShares U.S. Technology ETFiShares Trust237.7K sh$13M0.06%
iShares MSCI USA Small-Cap Min Vol Factor ETFiShares Trust2.8K sh$153.4K0.05%
Dimensional US Vector Equity ETFDimensional ETF Trust5.1K sh$281.9K0.05%
JPMorgan Diversified Return U.S. Mid Cap Equity ETFJ.P. Morgan Exchange-Traded Fund Trust4.2K sh$231.8K0.05%
NYLIM U.S. Large Cap R&D Leaders ETFNYLIM ETF Trust3.4K sh$188K0.05%
iShares U.S. Carbon Transition Readiness Aware Active ETFBlackRock ETF Trust10.3K sh$565.3K0.05%
LargeCap Value Fund IIIPrincipal Funds, Inc19.7K sh$1.1M0.05%
Fidelity Hedged Equity FundFidelity Greenwood Street Trust6.1K sh$334.7K0.04%
Manzil Russell Halal USA Broad Market ETFEA Series Trust168 sh$9.2K0.04%
Columbia Research Enhanced Value ETFColumbia ETF Trust I2.4K sh$129K0.04%
Green Century Equity FundGREEN CENTURY FUNDS5.6K sh$306.6K0.04%
Sustainable Equity FundRUSSELL INVESTMENT CO1.6K sh$88.2K0.03%
iShares ESG MSCI KLD 400 ETFiShares Trust30.7K sh$1.7M0.03%
Column Mid Cap FundTrust for Professional Managers5.3K sh$348.2K0.03%
Columbia Research Enhanced Core ETFColumbia ETF Trust I28.9K sh$1.6M0.03%
Schwab U.S. Large-Cap Value Index FundSCHWAB CAPITAL TRUST5.6K sh$308.4K0.03%
Fidelity Series Large Cap Value Index FundFidelity Salem Street Trust61.3K sh$3.4M0.03%
Nuveen Large Cap Value Index FundTIAA-CREF Funds66.4K sh$3.6M0.03%
Fidelity Large Cap Value Index FundFidelity Salem Street Trust71.7K sh$3.9M0.03%
U.S. Social Core Equity 2 PortfolioDFA INVESTMENT DIMENSIONS GROUP INC11.7K sh$642.8K0.03%
Multifactor U.S. Equity FundRUSSELL INVESTMENT CO1.2K sh$68.1K0.02%
Steward Large Cap Growth FundSteward Funds Inc1K sh$54.8K0.02%
U.S. CORE EQUITY 1 PORTFOLIODFA INVESTMENT DIMENSIONS GROUP INC135K sh$7.4M0.02%
SA T. Rowe Price Allocation Moderately Aggressive PortfolioSUNAMERICA SERIES TRUST2.6K sh$144.3K0.02%
THRIVENT AGGRESSIVE ALLOCATION FUNDThrivent Mutual Funds11.3K sh$617.2K0.02%
NYLIM Global Equity R&D Leaders ETFNYLIM ETF Trust32 sh$1.8K0.02%
Wilmington Large-Cap Strategy FundWilmington Funds1.9K sh$102.5K0.02%
Knights of Columbus U.S. ALL CAP INDEX FUNDADVISORS' INNER CIRCLE III1.1K sh$60.1K0.02%
THRIVENT MODERATELY AGGRESSIVE ALLOCATION FUNDThrivent Mutual Funds17K sh$933.4K0.02%
U.S. Sustainability Core 1 PortfolioDFA INVESTMENT DIMENSIONS GROUP INC24.5K sh$1.3M0.02%
E*TRADE No Fee Total Market Index FundE Trade Trust304 sh$16.7K0.02%
iShares Dow Jones U.S. ETFiShares Trust8.1K sh$444.1K0.02%
THRIVENT MODERATE ALLOCATION FUNDThrivent Mutual Funds12.1K sh$665K0.01%
Schwab 1000 Index FundSCHWAB INVESTMENTS60.3K sh$3.3M0.01%
iShares Total U.S. Stock Market Index FundBlackRock Funds12.8K sh$699.6K0.01%
Fidelity ZERO Total Market Index FundFidelity Concord Street Trust105.5K sh$5.8M0.01%
Schwab Total Stock Market Index FundSCHWAB CAPITAL TRUST117.6K sh$6.5M0.01%
THRIVENT DYNAMIC ALLOCATION FUNDThrivent Mutual Funds1.2K sh$65.6K0.01%
Nuveen Equity Index FundTIAA-CREF Funds156.6K sh$8.6M0.01%
THRIVENT MODERATELY CONSERVATIVE ALLOCATION FUNDThrivent Mutual Funds2.7K sh$146.1K0.01%
AMT Diversified Equity FundADVISER MANAGED TRUST857 sh$47K0.01%
U.S. CORE EQUITY 2 PORTFOLIODFA INVESTMENT DIMENSIONS GROUP INC78.7K sh$4.3M0.01%
Dimensional U.S. Core Equity 2 ETFDimensional ETF Trust96.4K sh$5.3M0.01%
Dimensional US Sustainability Core 1 ETFDimensional ETF Trust4.4K sh$241.1K0.01%
Dimensional U.S. Equity Market ETFDimensional ETF Trust39.5K sh$2.2M0.01%
Dimensional US Core Equity Market ETFDimensional ETF Trust21.6K sh$1.2M0.01%
MidCap Value Fund IPrincipal Funds, Inc4.1K sh$223K0.01%
VANGUARD TOTAL WORLD STOCK INDEX FUNDVANGUARD INTERNATIONAL EQUITY INDEX FUNDS159.1K sh$8.7M0.01%
Invesco RAFI US 1000 ETFInvesco Exchange-Traded Fund Trust13.1K sh$719K0.01%
PRIMECAP Odyssey Aggressive Growth FundPRIMECAP Odyssey Funds8K sh$438.6K0.01%
1290 Avantis U.S. Large Cap Growth Fund1290 Funds137 sh$7.5K0.00%
Dimensional US Core Equity 1 ETFDimensional ETF Trust2K sh$112K0.00%
THRIVENT GLOBAL STOCK FUNDThrivent Mutual Funds1.5K sh$83K0.00%
Schwab U.S. Large-Cap Growth Index FundSCHWAB CAPITAL TRUST2.1K sh$117.5K0.00%
Nuveen Large Cap Growth Index FundTIAA-CREF Funds7.6K sh$419.1K0.00%
Fidelity Large Cap Growth Index FundFidelity Salem Street Trust16K sh$877.2K0.00%
Fidelity Series Large Cap Growth Index FundFidelity Salem Street Trust906 sh$49.7K0.00%
Multi-Manager Directional Alternative Strategies FundCOLUMBIA FUNDS SERIES TRUST I-22.9K sh-$1.3M-0.38%
Clough Hedged Equity ETFElevation Series Trust-11.9K sh-$653K-1.17%

Source: quarterly NPORT-P filings, via EDGAR. Positions arrive by CUSIP; each one here has been confirmed against OpenFIGI rather than matched by name. NPORT covers mutual funds, ETFs and closed-end funds alike and does not distinguish them, and positions are as of quarter end — a fund may have sold out entirely since. The summed value counts each filing once, so two share classes of the same fund appear twice.

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