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
CL
776
CSS LLC
Illinois
BCV
777
Banque Cantonale Vaudoise
Switzerland
AL
778
Aspiriant LLC
California
GSC
779
Ground Swell Capital
South Carolina
ECM
780
Everence Capital Management
Indiana
AA
781
ALPS Advisors
Colorado
A
782
AlphaQuest
New York
PCM
783
PAR Capital Management
Massachusetts
SF
784
Summit Financial
New Jersey
AGAM
785
Audent Global Asset Management
California
EP
786
Edgestream Partners
New Jersey
JCIA
787
Jackson Creek Investment Advisors
Colorado
SFP
788
Sandbox Financial Partners
Maryland
DG
789
DMC Group
Alabama
GC
790
Grimes & Company
Massachusetts
CA
791
Cullinan Associates
Kentucky
AC
792
AlphaCore Capital
California
TWPM
793
Total Wealth Planning & Management
Florida
CFP
794
Cascade Financial Partners
California
AIM
795
Aspen Investment Management
Michigan
ICP
796
Interchange Capital Partners
Pennsylvania
EL
797
Essex LLC
Illinois
TGIA
798
Torrey Growth & Income Advisors
California
PP
799
Patten & Patten
Tennessee
AWM
800
Arista Wealth Management
Nevada