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
TWM
676
TopTier Wealth Management
Wisconsin
$379
HFS
677
Hughes Financial Services
Virginia
$332
SN
678
Sittner & Nelson
Oregon
$332
KFI
679
Key Financial Inc
Pennsylvania
$332
FPF
680
First Pacific Financial
Washington
$332
PB
681
Prosperity Bancshares
Texas
$284
BGAI
682
Bruce G. Allen Investments
Colorado
$284
FHC
683
First Horizon Corporation
Tennessee
$284
BMC
684
Bear Mountain Capital
Washington
$239
DF
685
DecisionPoint Financial
Arizona
$238
JWA
686
JFS Wealth Advisors
Pennsylvania
$190
CJ
687
Caitlin John
Michigan
$190
CCWM
688
Cassaday & Co Wealth Management
Virginia
$143
DPW
689
DiNuzzo Private Wealth
Pennsylvania
$143
EPIM
690
Evelyn Partners Investment Management
$142
MWPCG
691
Measured Wealth Private Client Group
New Hampshire
$142
PWMG
692
Prestige Wealth Management Group
New Jersey
$95
3FI
693
3 Factor Indexing
California
$95
BHWM
694
Bay Harbor Wealth Management
Maryland
$94
SA
695
Seneschal Advisors
Washington
$48
DFA
696
DHJJ Financial Advisors
Illinois
$48
GBT
697
Grove Bank & Trust
Florida
$47
NB
698
NBT Bank
New York
$47
NMO
699
Newlands Management Operations
Texas
Norges Bank
700
Norges Bank
Norway