DOCU

DocuSign

699 hedge funds and large institutions have $8.45B invested in DocuSign in 2026 Q1 according to their latest regulatory filings, with 101 funds opening new positions, 270 increasing their positions, 228 reducing their positions, and 166 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: $

10% less funds holding

Funds holding: 781699 (-82)

27% less capital invested

Capital invested by funds: $11.6B → $8.45B (-$3.11B)

39% less first-time investments, than exits

New positions opened: 101 | Existing positions closed: 166

Holders
699
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
PWM
826
Perigon Wealth Management
California
CAM
827
Claret Asset Management
Quebec, Canada
SI
828
Stephens Inc
Arkansas
SFI
829
Siemens Fonds Invest
Germany
OAM
830
Ostrum Asset Management
France
FHA
831
Flagship Harbor Advisors
Massachusetts
UBP
832
Union Bancaire Privee
Switzerland
AIC
833
Archer Investment Corporation
Indiana
ACM
834
Aster Capital Management
United Arab Emirates
AAM
835
Alphadyne Asset Management
New York
GAMC
836
Garner Asset Management Corp
Texas
SA
837
Strategic Advocates
Utah
TSMHT
838
Thurston Springer Miller Herd & Titak
Indiana
APW
839
Aventura Private Wealth
Florida
MA
840
Modus Advisors
Minnesota
TFIPS
841
Towarzystwo Funduszy Inwestycyjnych PZU SA
EI
842
EFG International
RBI
843
Raiffeisen Bank International
Austria
PSFG
844
Park Square Financial Group
Georgia
EW
845
Elyxium Wealth
California
CIA
846
Cape Investment Advisory
Georgia
HNW
847
High Note Wealth
Minnesota
NI
848
NCP Inc
California
TPBG
849
Turning Point Benefit Group
Maryland
CHC
850
City Holding Co
West Virginia