Docusign Inc (DOCU) Institutional Holdings & 13F Data (Q2 2026)

DOCU ranks #803 out of 37696 tracked stocks by institutional interest — one of the most closely watched names in our coverage.

DOCU is a disclosed holding of Cliff Asness (AQR Capital Management), one of the tracked superinvestors on AlphaSMO — it makes up 0.1% of that fund's own 13F portfolio.

687 institutions disclose a position in DOCU, but none treat it as a major bet — even Jacobs Levy Equity Management, Inc, its most concentrated holder, allocates just 0.3% of its own portfolio to it.

CapWealth Advisors, LLC has added to its DOCU position for two straight quarters, increasing it by $5.0M to reach $10.3M today.

First Citizens Bank & Trust Co has trimmed its DOCU position for two straight quarters, cutting it by $237.9K while still holding $319.0K.

DOCU is down 3.7% today, but institutions show net buying of $758.5M this quarter — a divergence between today's price move and the underlying institutional flow.

DOCU posted net income of $329.9M over the trailing twelve months, and currently trades at a P/E of 47.3.

• Profitable — net income of $329.9M over the trailing twelve months
• Revenue grew 8.6% year over year
• Net income improved year over year, from $281.0M to $329.9M
• Generated $1.2B in positive operating cash flow
• Current ratio of 0.73x — below the conventional 1.5x liquidity buffer
• Liabilities run 1.21x equity — within a conventional range