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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

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
ICP
801
Interchange Capital Partners
Pennsylvania
-$282K -4,125 Closed
EL
802
Essex LLC
Illinois
-$282K -4,118 Closed
TGIA
803
Torrey Growth & Income Advisors
California
-$279K -4,086 Closed
PP
804
Patten & Patten
Tennessee
-$272K -3,971 Closed
AWM
805
Arista Wealth Management
Nevada
-$268K -3,913 Closed
EC
806
EntryPoint Capital
New York
-$267K -3,904 Closed
Simplex Trading
807
Simplex Trading
Illinois
-$195K -3,820 Closed
GCM
808
Gallacher Capital Management
Colorado
-$261K -3,818 Closed
LHWM
809
Lake Hills Wealth Management
Texas
-$261K -3,817 Closed
WIA
810
World Investment Advisors
California
-$260K -3,794 Closed
UAG
811
United Advisor Group
Ohio
-$255K -3,726 Closed
IA
812
Integrity Alliance
Iowa
-$252K -3,684 Closed
MOS
813
MGO One Seven
Ohio
-$246K -3,592 Closed
BP
814
Ballentine Partners
Massachusetts
-$241K -3,529 Closed
BEW
815
Burton Enright Welch
California
-$241K -3,519 Closed
DWT
816
Dorsey & Whitney Trust
South Dakota
-$239K -3,493 Closed
BPA
817
Beacon Pointe Advisors
California
-$233K -3,409 Closed
UM
818
UniSuper Management
Australia
-$233K -3,400 Closed
KIA
819
Knollwood Investment Advisory
Maryland
-$226K -3,301 Closed
PJWM
820
Philip James Wealth Mangement
Georgia
-$223K -3,265 Closed
MFS
821
Mirabella Financial Services
United Kingdom
-$223K -3,264 Closed
CAG
822
Csenge Advisory Group
Florida
-$223K -3,255 Closed
FPW
823
Fairvoy Private Wealth
Alabama
-$222K -3,245 Closed
AWM
824
Axxcess Wealth Management
California
-$221K -3,235 Closed
SOS
825
Silver Oak Securities
Tennessee
-$223K -3,232 Closed