DOCU

DocuSign

Delisted

DOCU was delisted on the 10th of February, 2026.

802 hedge funds and large institutions have $12.2B invested in DocuSign in 2025 Q3 according to their latest regulatory filings, with 129 funds opening new positions, 270 increasing their positions, 288 reducing their positions, and 89 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

more call options, than puts

Call options by funds: $ | Put options by funds: $

less repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

2.92% less ownership

Funds ownership: 86.88%83.96% (-2.9%)

11% less capital invested

Capital invested by funds: $13.7B → $12.2B (-$1.49B)

40% less funds holding in top 10

Funds holding in top 10: 53 (-2)

Holders
802
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$402M
Puts
$382M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
OF
851
Optimize Financial
California
BRWA
852
B. Riley Wealth Advisors
Florida
WA
853
Waverly Advisors
Alabama
HAG
854
HighPoint Advisor Group
Illinois
HAM
855
Hedges Asset Management
Nevada
OWA
856
One Wealth Advisors
California
SFI
857
SPC Financial Inc
Maryland
EA
858
Efficient Advisors
Ohio
RWM
859
Ritholtz Wealth Management
New York
TSMHT
860
Thurston Springer Miller Herd & Titak
Indiana
RI
861
Ridgewood Investments
New Jersey
HAI
862
Hennessy Advisors Inc
California
SMFG
863
Sumitomo Mitsui Financial Group
Japan
GM
864
GeoWealth Management
Illinois
TPWA
865
Twin Peaks Wealth Advisors
California
NC
866
North Capital
Utah
WTFG
867
Wood Tarver Financial Group
Idaho
MYIA
868
Mount Yale Investment Advisors
Colorado
CIM
869
Contravisory Investment Management
Massachusetts
PFG
870
Putney Financial Group
California
CWM
871
CarsonAllaria Wealth Management
Illinois
NC
872
NewSquare Capital
Pennsylvania
SA
873
SRH Advisors
Kansas
GA
874
GoalVest Advisory
New York
CAM
875
Close Asset Management
United Kingdom