DocuSign, Inc.
DE ˙ DB ˙ US2561631068
45,10 € ↑0,35 (0,78%)
2026-06-05
DEL PRIS
SecurityDE:DS3 / DocuSign, Inc.
InstitutionGeneos Wealth Management Inc.
Latest Disclosed Ownership1,615 shares
Latest Disclosed Value $ 76,567
Geneos Wealth Management Inc. reports 33.84% decrease in ownership of DS3 / DocuSign, Inc.

On May 4, 2026 - Geneos Wealth Management Inc. filed a 13F-HR form disclosing ownership of 1,615 shares of DocuSign, Inc. (DE:DS3) valued at $66,223 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 28, 2026 disclosing 2,441 shares of DocuSign, Inc.. This represents a change in shares of -33.84% during the quarter. The current value of the position is $72,836 USD.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

Upgrade to unlock premium data and export to Excel .

Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-04 2026-03-31 13F DOCUSIGN COM 256163106 1,615 -826 -33.84 77 -54.22 0.0018
2026-01-28 2025-12-31 13F DOCUSIGN COM 256163106 2,441 51 2.13 167 -3.49 0.0041
2025-10-22 2025-09-30 13F DOCUSIGN COM 256163106 2,390 -25 -1.04 172 -8.51 0.0044
2025-08-18 2025-06-30 13F DOCUSIGN COM 256163106 2,415 536 28.53 188 23.68 0.0046
2025-05-21 2025-03-31 13F/A-1 DOCUSIGN COM 256163106 1,879 7 0.37 153 -9.52 0.0051
2025-05-08 2025-03-31 13F DOCUSIGN COM 256163106 2,379 507 194 0.0049
2025-01-21 2024-12-31 13F DOCUSIGN COM 256163106 1,872 -1,597 -46.04 168 -21.86 0.0059
2024-11-14 2024-09-30 13F DOCUSIGN COM 256163106 3,469 0 0.00 215 16.22 0.0082
2024-07-23 2024-06-30 13F DOCUSIGN COM 256163106 3,469 25 0.73 186 -9.76 0.0082
2024-05-03 2024-03-31 13F DOCUSIGN COM 256163106 3,444 0 0.00 205 0.49 0.0094
2024-01-26 2023-12-31 13F DOCUSIGN COM 256163106 3,444 -182 -5.02 205 34.21 0.0101
2023-10-11 2023-09-30 13F DOCUSIGN COM 256163106 3,626 -683 -15.85 152 -30.91 0.0078
2023-08-08 2023-06-30 13F DOCUSIGN COM 256163106 4,309 -417 -8.82 220 -20.00 0.0115
2023-04-25 2023-03-31 13F DOCUSIGN COM 256163106 4,726 -182 -3.71 276 1.10 0.0167
2023-01-31 2022-12-31 13F DOCUSIGN COM 256163106 4,908 -235 -4.57 272 -0.73 0.0165
2022-11-14 2022-09-30 13F DOCUSIGN COM 256163106 5,143 -1,484 -22.39 274 -32.35 0.0189
2022-07-22 2022-06-30 13F DOCUSIGN COM 256163106 6,627 3,822 136.26 405 35.00 0.0200
2022-05-16 2022-03-31 13F DOCUSIGN COM 256163106 2,805 534 23.51 300 -13.04 0.0129
2022-02-09 2021-12-31 13F DOCUSIGN COM 256163106 2,271 273 13.66 345 -33.01 0.0131
2021-11-09 2021-09-30 13F DOCUSIGN COM 256163106 1,998 -110 -5.22 515 -12.27 0.0197
2021-07-08 2021-06-30 13F DOCUSIGN COM 256163106 2,108 -212 -9.14 587 13.54 0.0229
2021-06-17 2021-03-31 13F DOCUSIGN COM 256163106 2,320 -486 -17.32 517 2.17 0.0144
2021-05-19 2020-12-31 13F DOCUSIGN COM 256163106 2,806 455 19.35 506 1.40 0.0203
2021-09-07 2020-09-30 13F DOCUSIGN COM 256163106 2,351 11 0.47 499 20.24 0.0259
2021-09-07 2020-06-30 13F DOCUSIGN COM 256163106 2,340 1,295 123.92 415 382.56 0.0231
2021-09-07 2020-03-31 13F DOCUSIGN COM 256163106 1,045 200 23.67 86 38.71 0.0058
2021-09-07 2019-12-31 13F DOCUSIGN COM 256163106 845 0 0.00 62 21.57 0.0033
2021-09-07 2019-09-30 13F DOCUSIGN COM 256163106 845 -749 -46.99 51 -35.44 0.0030
2021-09-07 2019-06-30 13F DOCUSIGN COM 256163106 1,594 420 35.78 79 31.67 0.0049
2021-09-07 2019-03-31 13F DOCUSIGN COM 256163106 1,174 749 176.24 60 252.94 0.0040
2021-09-07 2018-12-31 13F DOCUSIGN COM 256163106 425 120 39.34 17 6.25 0.0013
2021-09-07 2018-09-30 13F DOCUSIGN COM 256163106 305 130 74.29 16 77.78 0.0011
2021-09-07 2018-06-30 13F DOCUSIGN COM 256163106 175 175 9 0.0007
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.