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
SWM
626
SHP Wealth Management
Massachusetts
$1.9K
FFO
627
Fortitude Family Office
Arizona
$1.9K
SA
628
Scarborough Advisors
Maryland
$1.9K
RFP
629
Root Financial Partners
California
$1.85K
RWS
630
Retirement Wealth Solutions
Wisconsin
$1.8K
SC
631
SouthState Corp
Florida
$1.75K
WB
632
Webster Bank
Connecticut
$1.71K
GEA
633
Glen Eagle Advisors
New Jersey
$1.56K
AF
634
Advisornet Financial
Minnesota
$1.56K
AG
635
AmeriFlex Group
Nevada
$1.52K
NS
636
NBC Securities
Alabama
$1.47K
ACM
637
Anfield Capital Management
California
$1.42K
KG
638
Kilter Group
New York
$1.28K
PPC
639
Park Place Capital
Alabama
$1.28K
OCM
640
Osbon Capital Management
Massachusetts
$1.24K
RFS
641
Richardson Financial Services
Massachusetts
$1.19K
AP
642
Aspect Partners
Virginia
$1.14K
RWM
643
Rialto Wealth Management
New York
$1.09K
BFS
644
Bare Financial Services
Pennsylvania
$1.04K
SIS
645
Sound Income Strategies
Florida
$1.01K
CAL
646
Capital Advisors Ltd
Ohio
$1K
CB
647
CNB Bank
Pennsylvania
$996
TCM
648
Triumph Capital Management
Colorado
$996
ACA
649
American Capital Advisory
Idaho
$949
GWSA
650
Global Wealth Strategies & Associates
Colorado
$948