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Who Owns DocuSign Inc

Every manager with more than $100m in listed equities files a 13F each quarter naming what they hold. These are the ones reporting a position in DocuSign Inc.

Who crossed 5% of DOCU →
Managers holding
21
as of 2026-09-30
Reported value
$15.2M
summed across filings
Shares held
227K
Added vs trimmed
7 / 5
since each filer's last quarter

Positions as of 2026-09-30

Largest first. The move is against the previous quarter that manager filed, not the previous calendar quarter.

ManagerValue
CapWealth Advisors, LLCStock154K shadded$10.3M
TITLEIST ASSET MANAGEMENT, LLCCOM17.9K shtrimmed$1.2M
Farther Finance Advisors, LLCStock15.8K shadded$1.1M
Green Alpha Advisors, LLCCOM13.4K shadded$901K
Venture Visionary Partners LLCCOM7.1K shtrimmed$478.3K
RIVERSEDGE ADVISORS, LLCCOM5.2K shadded$348K
GAMMA Investing LLCCommon Stock5K shadded$338K
Valeo Financial Advisors, LLCStock4.2K sh—$279.1K
MassMutual Private Wealth & Trust, FSBCommon / Ordinary Stock1.1K shtrimmed$71.1K
CoreCap Advisors, LLCStock982 shtrimmed$65.9K
ELEVATION WEALTH PARTNERS, LLCCOM876 shadded$58.8K
Central Pacific Bank - Trust DivisionCOM369 shheld$24.8K
Bank & Trust CoCOM307 shtrimmed$20.6K
Trust CoStock250 shheld$16.8K
ARMSTRONG ADVISORY GROUP, INCCOM200 shheld$13.4K
Marquette Asset Management, LLCCOM125 shheld$8.4K
Pacifica Partners Inc.COM120 shheld$8.4K
Retirement Wealth Solutions LLCCOM61 shadded$4.1K
GILPIN WEALTH MANAGEMENT, LLCCOM2 sh—$135
Davis Capital ManagementStock2 sh—$134
Grove Bank & TrustCOM1 shheld$67

Source: quarterly 13F filings, via EDGAR. A 13F reports positions by CUSIP alone; each CUSIP here has been confirmed against OpenFIGI rather than matched by name, because a name match would attribute one company's shareholders to another. Positions are as of quarter end and can be months old by the time they are filed, and 13F covers long equity positions only — not shorts, and not most debt. The summed value is what these filers reported, not the company's institutional ownership.

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