We are live on ! Find out more
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
JWM
626
JPL Wealth Management
Colorado
$2.13K
EPAM
627
Evelyn Partners Asset Management
$2.13K
GIA
628
GHP Investment Advisors
Colorado
$2.09K
VNT
629
Vanguard National Trust
Pennsylvania
$2.09K
TFGT
630
TS Financial Group (TSFG)
Illinois
$2K
SWM
631
SHP Wealth Management
Massachusetts
$1.9K
FFO
632
Fortitude Family Office
Arizona
$1.9K
SA
633
Scarborough Advisors
Maryland
$1.9K
RFP
634
Root Financial Partners
California
$1.85K
RWS
635
Retirement Wealth Solutions
Wisconsin
$1.8K
SC
636
SouthState Corp
Florida
$1.75K
WB
637
Webster Bank
Connecticut
$1.71K
GEA
638
Glen Eagle Advisors
New Jersey
$1.56K
AF
639
Advisornet Financial
Minnesota
$1.56K
AG
640
AmeriFlex Group
Nevada
$1.52K
NS
641
NBC Securities
Alabama
$1.47K
ACM
642
Anfield Capital Management
California
$1.42K
KG
643
Kilter Group
New York
$1.28K
PPC
644
Park Place Capital
Alabama
$1.28K
OCM
645
Osbon Capital Management
Massachusetts
$1.24K
RFS
646
Richardson Financial Services
Massachusetts
$1.19K
AP
647
Aspect Partners
Virginia
$1.14K
RWM
648
Rialto Wealth Management
New York
$1.09K
BFS
649
Bare Financial Services
Pennsylvania
$1.04K
SIS
650
Sound Income Strategies
Florida
$1.01K