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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
USCWA
476
U.S. Capital Wealth Advisors
Texas
$210K
FFM
477
Forum Financial Management
Illinois
$207K
SFG
478
Synergy Financial Group
California
$207K
PP
479
Pingora Partners
Wyoming
$204K
WA
480
Waverly Advisors
Alabama
$202K
PI
481
PFG Investments
New York
$202K
EWA
482
EverSource Wealth Advisors
Alabama
$200K
RIL
483
Rothschild Investment LLC
Illinois
$191K
National Bank of Canada
484
National Bank of Canada
Quebec, Canada
$190K
FAF
485
Fjarde Ap-fonden
Sweden
$171K
Los Angeles Capital Management
486
Los Angeles Capital Management
California
$159K
TLCM
487
Twin Lakes Capital Management
California
$146K
HI
488
Harbour Investments
Wisconsin
$146K
ETC
489
Exchange Traded Concepts
Oklahoma
$143K
SAM
490
S.A. Mason
Michigan
$138K
SIA
491
Strategic Investment Advisors
Michigan
$135K
IA
492
IFP Advisors
Florida
$134K
SS
493
Sunbelt Securities
Texas
$131K
SCM
494
Sterling Capital Management
North Carolina
$128K
PL
495
PeakShares LLC
Florida
$119K
AAP
496
Arax Advisory Partners
Colorado
$116K
RF
497
Rossby Financial
Florida
$112K
UB
498
UMB Bank
Missouri
$110K
LSV Asset Management
499
LSV Asset Management
Illinois
$109K
CI
500
Corient IA
Florida
$106K