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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
SEP
676
Signature Equity Partners
Ohio
$427
SC
677
Solstein Capital
California
$427
QWM
678
Quaker Wealth Management
New Jersey
$427
CA
679
Crewe Advisors
Utah
$427
GJIA
680
Glass Jacobson Investment Advisors
Maryland
$380
TWM
681
TopTier Wealth Management
Wisconsin
$379
HFS
682
Hughes Financial Services
Virginia
$332
KFI
683
Key Financial Inc
Pennsylvania
$332
SN
684
Sittner & Nelson
Oregon
$332
FPF
685
First Pacific Financial
Washington
$332
PB
686
Prosperity Bancshares
Texas
$284
BGAI
687
Bruce G. Allen Investments
Colorado
$284
FHC
688
First Horizon Corporation
Tennessee
$284
BMC
689
Bear Mountain Capital
Washington
$239
DF
690
DecisionPoint Financial
Arizona
$238
JWA
691
JFS Wealth Advisors
Pennsylvania
$190
CJ
692
Caitlin John
Michigan
$190
CCWM
693
Cassaday & Co Wealth Management
Virginia
$143
DPW
694
DiNuzzo Private Wealth
Pennsylvania
$143
EPIM
695
Evelyn Partners Investment Management
$142
MWPCG
696
Measured Wealth Private Client Group
New Hampshire
$142
3FI
697
3 Factor Indexing
California
$95
PWMG
698
Prestige Wealth Management Group
New Jersey
$95
BHWM
699
Bay Harbor Wealth Management
Maryland
$94
SA
700
Seneschal Advisors
Washington
$48