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DocuSign

703 hedge funds and large institutions have $8.5B invested in DocuSign in 2026 Q1 according to their latest regulatory filings, with 102 funds opening new positions, 273 increasing their positions, 228 reducing their positions, and 166 closing their positions.

New
Increased
Maintained
Reduced
Closed

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more ownership

Funds ownership:

more funds holding in top 10

Funds holding in top 10:

less call options, than puts

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

10% less funds holding

Funds holding: 783703 (-80)

26% less capital invested

Capital invested by funds: $11.6B → $8.5B (-$3.06B)

39% less first-time investments, than exits

New positions opened: 102 | Existing positions closed: 166

Holders
703
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$219M
Puts
$240M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
NW
326
NewEdge Wealth
Pennsylvania
$571K
AFAS
327
Acorn Financial Advisory Services
Virginia
$571K
Northwestern Mutual Wealth Management
328
Northwestern Mutual Wealth Management
Wisconsin
$567K
IGAM
329
iA Global Asset Management
Quebec, Canada
$562K
IPW
330
Impact Partnership Wealth
Georgia
$562K
IA
331
Inspire Advisors
Idaho
$561K
M&T Bank
332
M&T Bank
New York
$558K
FCBT
333
First Citizens Bank & Trust
North Carolina
$557K
II
334
Inspire Investing
Idaho
$550K
CAM
335
Cresset Asset Management
Illinois
$547K
Envestnet Portfolio Solutions
336
Envestnet Portfolio Solutions
Illinois
$546K
MML Investors Services
337
MML Investors Services
Massachusetts
$545K
BPMC
338
Buckland Partners Management Co
New York
$545K
VA
339
Vident Advisory
Georgia
$545K
OSAM
340
O'Shaughnessy Asset Management
Connecticut
$542K
PCA
341
Pallas Capital Advisors
Massachusetts
$537K
ECSS
342
Eurizon Capital SGR SpA
$535K
VI
343
Vestcor Inc
New Brunswick, Canada
$535K
HIP
344
HUB Investment Partners
Texas
$534K
SOW
345
State of Wyoming
Wyoming
$532K
NA
346
NewEdge Advisors
Louisiana
$523K
CRC
347
Curi RMB Capital
Illinois
$517K
ET
348
Entropy Technologies
New York
$516K
PA
349
Profund Advisors
Maryland
$515K
Capstone Investment Advisors
350
Capstone Investment Advisors
New York
$512K