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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

20% more repeat investments, than reductions

Existing positions increased: 273 | Existing positions reduced: 228

7.68% more ownership

Funds ownership: 84.45%92.12% (+7.7%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

9% less call options, than puts

Call options by funds: $219M | Put options by funds: $240M

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
-80
Holders Change %
-10.22%
% of All Funds
8.66%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
102
Increased
273
Reduced
228
Closed
166
Calls
$219M
Puts
$240M
Net Calls
-$20.9M
Net Calls Change
-$116M
Name Holding Trade Value Shares
Change
Change in
Stake
DC
776
Davenport & Co
Virginia
-$520K -7,601 Closed
BCM
777
Beck Capital Management
Texas
-$507K -7,415 Closed
BSI
778
Bennett Selby Investments
Maine
-$499K -7,290 Closed
JCM
779
J2 Capital Management
Michigan
-$460K -6,722 Closed
CL
780
CSS LLC
Illinois
-$437K -6,393 Closed
BCV
781
Banque Cantonale Vaudoise
Switzerland
-$425K -6,218 Closed
AL
782
Aspiriant LLC
California
-$423K -6,183 Closed
GSC
783
Ground Swell Capital
South Carolina
-$402K -5,875 Closed
ECM
784
Everence Capital Management
Indiana
-$397K -5,800 Closed
AA
785
ALPS Advisors
Colorado
-$393K -5,747 Closed
WWM
786
Western Wealth Management
Colorado
-$383K -5,601 Closed
A
787
AlphaQuest
New York
-$376K -5,501 Closed
PCM
788
PAR Capital Management
Massachusetts
-$363K -5,300 Closed
SF
789
Summit Financial
New Jersey
-$361K -5,280 Closed
AGAM
790
Audent Global Asset Management
California
-$340K -4,971 Closed
EP
791
Edgestream Partners
New Jersey
-$335K -4,903 Closed
JCIA
792
Jackson Creek Investment Advisors
Colorado
-$327K -4,777 Closed
SFP
793
Sandbox Financial Partners
Maryland
-$307K -4,494 Closed
DG
794
DMC Group
Alabama
-$306K -4,479 Closed
GC
795
Grimes & Company
Massachusetts
-$300K -4,388 Closed
CA
796
Cullinan Associates
Kentucky
-$294K -4,300 Closed
AC
797
AlphaCore Capital
California
-$291K -4,256 Closed
TWPM
798
Total Wealth Planning & Management
Florida
-$289K -4,223 Closed
CFP
799
Cascade Financial Partners
California
-$287K -4,200 Closed
AIM
800
Aspen Investment Management
Michigan
-$283K -4,133 Closed