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DocuSign

815 hedge funds and large institutions have $15.9B invested in DocuSign in 2024 Q4 according to their latest regulatory filings, with 221 funds opening new positions, 263 increasing their positions, 233 reducing their positions, and 87 closing their positions.

New
Increased
Maintained
Reduced
Closed

154% more first-time investments, than exits

New positions opened: 221 | Existing positions closed: 87

80% more funds holding in top 10

Funds holding in top 10: 59 (+4)

57% more capital invested

Capital invested by funds: $10.1B → $15.9B (+$5.76B)

44% more call options, than puts

Call options by funds: $869M | Put options by funds: $606M

18% more funds holding

Funds holding: 690815 (+125)

13% more repeat investments, than reductions

Existing positions increased: 263 | Existing positions reduced: 233

6.8% more ownership

Funds ownership: 80.61%87.41% (+6.8%)

Holders
815
Holders Change
+125
Holders Change %
+18.12%
% of All Funds
10.73%
Holding in Top 10
9
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+80%
% of All Funds
0.12%
New
221
Increased
263
Reduced
233
Closed
87
Calls
$869M
Puts
$606M
Net Calls
+$264M
Net Calls Change
+$188M
Name Holding Trade Value Shares
Change
Change in
Stake
Principal Financial Group
51
Principal Financial Group
Iowa
$49.2M +$42.3M +529,308 +3,027%
Deutsche Bank
52
Deutsche Bank
Germany
$49.1M +$9.07M +113,608 +26%
Fiera Capital (Canada)
53
Fiera Capital (Canada)
Quebec, Canada
$47.9M +$42.5M +532,802 New
N
54
Nuveen
North Carolina
$47.1M -$439K -5,495 -1%
Franklin Resources
55
Franklin Resources
California
$46.9M +$31.1K +389 +0.1%
Lord, Abbett & Co
56
Lord, Abbett & Co
New Jersey
$46.6M +$41.4M +518,055 New
Retirement Systems of Alabama
57
Retirement Systems of Alabama
Alabama
$42M +$25.6M +320,383 +219%
Sumitomo Mitsui Trust Group
58
Sumitomo Mitsui Trust Group
Japan
$41.1M -$1.4M -17,594 -4%
Westfield Capital Management
59
Westfield Capital Management
Massachusetts
$39.5M +$35M +438,710 New
PCM
60
Palestra Capital Management
New York
$38.8M +$34.4M +431,000 New
Raymond James Financial
61
Raymond James Financial
Florida
$38.4M +$34.1M +427,499 New
Federated Hermes
62
Federated Hermes
Pennsylvania
$38M +$6.01M +75,222 +22%
AssetMark Inc
63
AssetMark Inc
California
$37.5M +$33.3M +416,528 +718,152%
Alyeska Investment Group
64
Alyeska Investment Group
Illinois
$37M +$32.9M +411,605 New
Assenagon Asset Management
65
Assenagon Asset Management
Luxembourg
$37M +$13.2M +165,797 +68%
Wellington Management Group
66
Wellington Management Group
Massachusetts
$34.8M +$28.2M +353,172 +1,054%
William Blair & Company
67
William Blair & Company
Illinois
$34.3M -$1.27M -15,961 -4%
AllianceBernstein
68
AllianceBernstein
Tennessee
$34.1M +$12.5M +156,518 +70%
Wells Fargo
69
Wells Fargo
California
$33.9M +$4.14M +51,789 +16%
LSV Asset Management
70
LSV Asset Management
Illinois
$33.9M +$8.7M +109,000 +41%
California Public Employees Retirement System
71
California Public Employees Retirement System
California
$31M -$2.57M -32,143 -9%
D.E. Shaw & Co
72
D.E. Shaw & Co
New York
$30.9M -$270M -3,378,275 -91%
Select Equity Group
73
Select Equity Group
New York
$29.7M -$4.15M -52,006 -14%
AAF
74
Andra AP-fonden
Sweden
$28.9M -$10.9M -136,300 -30%
Two Sigma Advisers
75
Two Sigma Advisers
New York
$28.4M -$103M -1,293,400 -80%

DOCU Hedge Fund Activity: Q4 2024 in Review

815 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in DocuSign (DOCU) for Q4 2024, worth a combined $15.9B — up 57% from $10.1B a quarter earlier.

Buyers outnumbered sellers: 221 funds opened new DOCU positions and 87 closed out — a net gain of 134 holders — while 263 added to existing stakes and 233 trimmed.

The largest buyer was BlackRock, adding an estimated $874M. The largest seller was D.E. Shaw & Co, cutting an estimated $270M.

  • 815 institutional investors held DocuSign (DOCU) as of Q4 2024, up from 690 in Q3 2024.
  • Funds reported $15.9B of DocuSign stock for Q4 2024, up 57% quarter-over-quarter.
  • 221 funds opened new DocuSign positions in Q4 2024 and 87 closed out, a net change of +134 holders.
  • The largest DocuSign buyer in Q4 2024 was BlackRock, an estimated $874M added.
  • The largest DocuSign seller in Q4 2024 was D.E. Shaw & Co, an estimated $270M sold.

Based on aggregated 13F filings for Q4 2024.