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
AV
426
ASR Vermogensbeheer
Netherlands
$304K
BBA
427
Baader Bank Aktiengesellschaft
Germany
$301K
Lido Advisors
428
Lido Advisors
California
$301K
AWA
429
Aaron Wealth Advisors
Illinois
$297K
MAS
430
Meeder Advisory Services
Ohio
$296K
IAIM
431
International Assets Investment Management
Florida
$295K
FTWA
432
Fifth Third Wealth Advisors
Ohio
$293K
KAM
433
Kazazian Asset Management
Florida
$293K
TAFW
434
Tred Avon Family Wealth
Maryland
$293K
SWP
435
Sagespring Wealth Partners
Tennessee
$287K
CCM
436
Coldstream Capital Management
Washington
$280K
S
437
SignatureFD
Georgia
$266K
HI
438
Horizon Investments
North Carolina
$266K
RS
439
R Squared
Hong Kong
$265K
SPIA
440
Steward Partners Investment Advisory
New York
$265K
Truist Financial
441
Truist Financial
North Carolina
$265K
GI
442
GAMMA Investing
California
$262K
PA
443
Pinnacle Associates
New York
$258K
DCM
444
DGS Capital Management
New Jersey
$257K
WTA
445
Washington Trust Advisors
Massachusetts
$256K
UPS
446
UHLMANN PRICE SECURITIES
Illinois
$252K
KRSITF
447
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$251K
GC
448
Gilbert & Cook
Iowa
$249K
SCA
449
Snowden Capital Advisors
New York
$243K
TC
450
Truvestments Capital
Florida
$242K