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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
TG
826
TCW Group
California
-$219K -3,195 Closed
CCA
827
Childress Capital Advisors
Texas
-$218K -3,181 Closed
KFA
828
Kapstone Financial Advisors
Ohio
-$215K -3,145 Closed
GSIAS
829
Garden State Investment Advisory Services
New Jersey
-$211K -3,087 Closed
PWM
830
Perigon Wealth Management
California
-$207K -3,023 Closed
CAM
831
Claret Asset Management
Quebec, Canada
-$205K -2,992 Closed
SI
832
Stephens Inc
Arkansas
-$203K -2,974 Closed
SFI
833
Siemens Fonds Invest
Germany
-$192K -2,773 Closed
OAM
834
Ostrum Asset Management
France
-$186K -2,723 Closed
FHA
835
Flagship Harbor Advisors
Massachusetts
-$175K -2,565 Closed
UBP
836
Union Bancaire Privee
Switzerland
-$111K -1,710 Closed
AIC
837
Archer Investment Corporation
Indiana
-$105K -1,532 Closed
ACM
838
Aster Capital Management
United Arab Emirates
-$99.2K -1,451 Closed
AAM
839
Alphadyne Asset Management
New York
-$96.7K -1,414 Closed
GAMC
840
Garner Asset Management Corp
Texas
-$63.3K -925 Closed
SA
841
Strategic Advocates
Utah
-$47.9K -694 Closed
TSMHT
842
Thurston Springer Miller Herd & Titak
Indiana
-$44K -643 Closed
APW
843
Aventura Private Wealth
Florida
-$29.8K -435 Closed
MA
844
Modus Advisors
Minnesota
-$27.4K -400 Closed
TFIPS
845
Towarzystwo Funduszy Inwestycyjnych PZU SA
-$23.3K -340 Closed
EI
846
EFG International
-$18.5K -270 Closed
RBI
847
Raiffeisen Bank International
Austria
-$13.7K -199 Closed
PSFG
848
Park Square Financial Group
Georgia
-$14.3K -159 Closed
EW
849
Elyxium Wealth
California
-$10.7K -156 Closed
CIA
850
Cape Investment Advisory
Georgia
-$6.91K -101 Closed