DOCU

DocuSign

698 hedge funds and large institutions have $8.42B invested in DocuSign in 2026 Q1 according to their latest regulatory filings, with 101 funds opening new positions, 269 increasing their positions, 228 reducing their positions, and 165 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: $

11% less funds holding

Funds holding: 781698 (-83)

27% less capital invested

Capital invested by funds: $11.6B → $8.42B (-$3.13B)

39% less first-time investments, than exits

New positions opened: 101 | Existing positions closed: 165

Holders
698
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
AP
401
Americana Partners
Texas
$345K
NAM
402
NorthCrest Asset Manangement
Minnesota
$344K
VCM
403
Virtue Capital Management
Tennessee
$342K
US Bancorp
404
US Bancorp
Minnesota
$337K
LSA
405
Leonteq Securities AG
Switzerland
$337K
LFA
406
Legacy Financial Advisors
Kentucky
$334K
GC
407
Guggenheim Capital
Illinois
$330K
MFAM
408
Motley Fool Asset Management
Virginia
$328K
NDSIB
409
North Dakota State Investment Board
North Dakota
$328K
OAM
410
Oppenheimer Asset Management
New York
$327K
PVM
411
Palogic Value Management
Texas
$326K
WP
412
Woodline Partners
California
$326K
KCM
413
Kornitzer Capital Management
Kansas
$323K
WA
414
Waddell & Associates
Tennessee
$323K
VCM
415
Versant Capital Management
Arizona
$320K
SCM
416
Shelton Capital Management
Colorado
$320K
AI
417
Atria Investments
North Carolina
$317K
AWA
418
Arkadios Wealth Advisors
Georgia
$317K
IFWM
419
Institute for Wealth Management
Colorado
$314K
CFM
420
Comprehensive Financial Management
California
$313K
EFS
421
Essex Financial Services
Connecticut
$310K
C
422
Certuity
Florida
$308K
IFG
423
Independent Financial Group
California
$307K
EPL
424
Essential Partners LLC
California
$306K
CIBC Asset Management
425
CIBC Asset Management
Ontario, Canada
$305K