We are live on ! Find out more
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
LFAS
126
Level Four Advisory Services
Texas
$5.78M +$1.21M +23,609 +24%
Primecap Management
127
Primecap Management
California
$5.69M -$11.9M -232,410 -66%
Boston Partners
128
Boston Partners
Massachusetts
$5.64M +$6.09M +119,005 New
Bank of Nova Scotia
129
Bank of Nova Scotia
Ontario, Canada
$5.6M +$2.21M +43,147 +58%
LPL Financial
130
LPL Financial
California
$5.6M -$2.63M -51,335 -30%
Aberdeen Group
131
Aberdeen Group
United Kingdom
$5.51M -$393K -7,678 -6%
Carson Wealth (CWM LLC)
132
Carson Wealth (CWM LLC)
Nebraska
$5.51M +$3.52M +68,858 +146%
Baird Financial Group
133
Baird Financial Group
Wisconsin
$5.5M +$804K +15,705 +16%
HIIFS
134
Harel Insurance Investments & Financial Services
Israel
$5.49M +$1.88M +36,674 +46%
VOYA Investment Management
135
VOYA Investment Management
Georgia
$5.46M +$611K +11,936 +12%
CA
136
CapWealth Advisors
Tennessee
$5.39M +$594K +11,619 +11%
SC
137
Shearwater Capital
Colorado
$5.38M -$51.2K -1,000 -0.9%
Mackenzie Financial
138
Mackenzie Financial
Ontario, Canada
$5.33M +$2.99M +58,344 +108%
HighTower Advisors
139
HighTower Advisors
Illinois
$5.14M +$3.48M +68,084 +169%
Cerity Partners
140
Cerity Partners
New York
$5.03M -$591K -11,542 -10%
MIM
141
MetLife Investment Management
New Jersey
$4.99M -$15.9K -311 -0.3%
CAU
142
Caxton Associates (UK)
$4.85M +$5.24M +102,364 New
Assenagon Asset Management
143
Assenagon Asset Management
Luxembourg
$4.76M -$29.3M -573,606 -85%
OFA
144
Oak Family Advisors
Illinois
$4.75M -$113K -2,206 -2%
Royal London Asset Management
145
Royal London Asset Management
United Kingdom
$4.65M +$284K +5,556 +6%
Janus Henderson Group
146
Janus Henderson Group
United Kingdom
$4.6M +$4.02M +78,530 +423%
Treasurer of the State of North Carolina
147
Treasurer of the State of North Carolina
North Carolina
$4.58M +$103K +2,008 +2%
AB
148
Amalgamated Bank
New York
$4.49M -$176K -3,441 -4%
GWM
149
Greenwich Wealth Management
Connecticut
$4.41M +$6.86K +134 +0.1%
DIA
150
Dana Investment Advisors
Wisconsin
$4.38M +$4.72M +92,348 New