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
BFPW
501
BOK Financial Private Wealth
Colorado
$76.6K
GWM
502
Geneos Wealth Management
Colorado
$76.6K
SIC
503
SJS Investment Consulting
Ohio
$76.5K
VSQM
504
V-Square Quantitative Management
Illinois
$69.5K
CSPIA
505
Cary Street Partners Investment Advisory
Virginia
$69.2K
Cohen & Steers
506
Cohen & Steers
New York
$66K
BIAS
507
Beacon Investment Advisory Services
New Jersey
$64.5K
MPWT
508
MassMutual Private Wealth & Trust
Connecticut
$62.1K
WA
509
Whipplewood Advisors
Colorado
$61.6K
IAAG
510
Innovative Asset Advisors Group
Connecticut
$60K
BC
511
Bayforest Capital
United Kingdom
$58.8K
FP
512
Financial Perspectives
Minnesota
$55.8K
C
513
Covestor
United Kingdom
$53K
RFA
514
Reyes Financial Architecture
California
$52.1K
WTC
515
WhitTier Trust Company
Nevada
$51.7K
RS
516
Rakuten Securities
Japan
$51.4K
IUHSA
517
Itau Unibanco Holding S.A.
Brazil
$46.8K
CA
518
CoreCap Advisors
Michigan
$46.7K
MIFH
519
Migdal Insurance & Financial Holdings
Israel
$45.4K
TWD
520
True Wealth Design
Ohio
$44.5K
Bessemer Group
521
Bessemer Group
New Jersey
$41K
BTI
522
Blue Trust Inc
Georgia
$40.5K
W
523
WealthCollab
Washington
$40.5K
PWPS
524
Pinnacle Wealth Planning Services
Ohio
$36.9K
WT
525
Whittier Trust
California
$36.6K