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
Boston Partners
126
Boston Partners
Massachusetts
$5.64M
Bank of Nova Scotia
127
Bank of Nova Scotia
Ontario, Canada
$5.6M
LPL Financial
128
LPL Financial
California
$5.6M
Aberdeen Group
129
Aberdeen Group
United Kingdom
$5.51M
Carson Wealth (CWM LLC)
130
Carson Wealth (CWM LLC)
Nebraska
$5.51M
Baird Financial Group
131
Baird Financial Group
Wisconsin
$5.5M
HIIFS
132
Harel Insurance Investments & Financial Services
Israel
$5.49M
VOYA Investment Management
133
VOYA Investment Management
Georgia
$5.46M
CA
134
CapWealth Advisors
Tennessee
$5.39M
SC
135
Shearwater Capital
Colorado
$5.38M
Mackenzie Financial
136
Mackenzie Financial
Ontario, Canada
$5.33M
HighTower Advisors
137
HighTower Advisors
Illinois
$5.14M
Cerity Partners
138
Cerity Partners
New York
$5.03M
MIM
139
MetLife Investment Management
New Jersey
$4.99M
CAU
140
Caxton Associates (UK)
$4.85M
Assenagon Asset Management
141
Assenagon Asset Management
Luxembourg
$4.76M
OFA
142
Oak Family Advisors
Illinois
$4.75M
Royal London Asset Management
143
Royal London Asset Management
United Kingdom
$4.65M
Janus Henderson Group
144
Janus Henderson Group
United Kingdom
$4.6M
Treasurer of the State of North Carolina
145
Treasurer of the State of North Carolina
North Carolina
$4.58M
AB
146
Amalgamated Bank
New York
$4.49M
GWM
147
Greenwich Wealth Management
Connecticut
$4.41M
DIA
148
Dana Investment Advisors
Wisconsin
$4.38M
SLA
149
Silver Lake Advisory
Utah
$4.33M
Stifel Financial
150
Stifel Financial
Missouri
$4.33M