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DOCU

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
C
426
Certuity
Florida
$308K
IFG
427
Independent Financial Group
California
$307K
EP
428
Essential Partners
California
$306K
CIBC Asset Management
429
CIBC Asset Management
Ontario, Canada
$305K
AV
430
ASR Vermogensbeheer
Netherlands
$304K
BBA
431
Baader Bank Aktiengesellschaft
Germany
$301K
Lido Advisors
432
Lido Advisors
California
$301K
AWA
433
Aaron Wealth Advisors
Illinois
$297K
MAS
434
Meeder Advisory Services
Ohio
$296K
IAIM
435
International Assets Investment Management
Florida
$295K
FTWA
436
Fifth Third Wealth Advisors
Ohio
$293K
KAM
437
Kazazian Asset Management
Florida
$293K
TAFW
438
Tred Avon Family Wealth
Maryland
$293K
SWP
439
Sagespring Wealth Partners
Tennessee
$287K
CCM
440
Coldstream Capital Management
Washington
$280K
S
441
SignatureFD
Georgia
$266K
HI
442
Horizon Investments
North Carolina
$266K
RS
443
R Squared
Hong Kong
$265K
SPIA
444
Steward Partners Investment Advisory
New York
$265K
Truist Financial
445
Truist Financial
North Carolina
$265K
GI
446
GAMMA Investing
California
$262K
PA
447
Pinnacle Associates
New York
$258K
DCM
448
DGS Capital Management
New Jersey
$257K
WTA
449
Washington Trust Advisors
Massachusetts
$256K
UPS
450
UHLMANN PRICE SECURITIES
Illinois
$252K