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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
BTI
526
Blue Trust Inc
Georgia
$40.5K
W
527
WealthCollab
Washington
$40.5K
PWPS
528
Pinnacle Wealth Planning Services
Ohio
$36.9K
WT
529
Whittier Trust
California
$36.6K
TWC
530
TD Waterhouse Canada
Ontario, Canada
$35.5K
SAM
531
Smartleaf Asset Management
Massachusetts
$35.2K
WSFS
532
Wilmington Savings Fund Society
Delaware
$33.2K
CSB
533
City State Bank
Iowa
$29.9K
QC
534
Quent Capital
New York
$28.7K
CA
535
Clearstead Advisors
Ohio
$26.6K
SL
536
Salomon & Ludwin
Virginia
$26K
CI
537
CAZ Investments
Texas
$23.7K
SC
538
Stance Capital
Massachusetts
$23.6K
CI
539
CX Institutional
Indiana
$23K
KAS
540
Kemnay Advisory Services
New York
$22.8K
WA
541
WPG Advisers
Maryland
$22.5K
SCM
542
Silvant Capital Management
Georgia
$22.5K
HNB
543
Huntington National Bank
Ohio
$22.3K
PTC
544
Private Trust Company
Ohio
$21.5K
Bank Julius Baer & Co
545
Bank Julius Baer & Co
Switzerland
$21.3K
BW
546
Basepoint Wealth
Iowa
$20.4K
PLU
547
Performa Ltd (US)
South Carolina
$20.1K
NSIM
548
North Star Investment Management
Illinois
$19.8K
WPA
549
Wealth Preservation Advisors
Tennessee
$19.8K
BWA
550
Basecamp Wealth Advisors
Washington
$19.7K