DocuSign, Inc.
DE ˙ DB ˙ US2561631068
45,10 € ↑0,35 (0,78%)
2026-06-05
DEL PRIS
SecurityDE:DS3 / DocuSign, Inc.
InstitutionKestra Advisory Services, LLC
Latest Disclosed Ownership9,200 shares
Latest Disclosed Value $ 436,172
Kestra Advisory Services, LLC reports 11.91% decrease in ownership of DS3 / DocuSign, Inc.

On April 30, 2026 - Kestra Advisory Services, LLC filed a 13F-HR form disclosing ownership of 9,200 shares of DocuSign, Inc. (DE:DS3) valued at $377,246 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 10,444 shares of DocuSign, Inc.. This represents a change in shares of -11.91% during the quarter. The current value of the position is $414,920 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.

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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)
2026-04-30 2026-03-31 13F DOCUSIGN COM 256163106 9,200 -1,244 -11.91 436 -38.94 0.0017
2026-02-13 2025-12-31 13F DOCUSIGN COM 256163106 10,444 447 4.47 714 -0.83 0.0029
2025-11-14 2025-09-30 13F DOCUSIGN COM 256163106 9,997 984 10.92 721 2.56 0.0033
2025-08-15 2025-06-30 13F DOCUSIGN COM 256163106 9,013 600 7.13 702 2.63 0.0034
2025-05-14 2025-03-31 13F DOCUSIGN COM 256163106 8,413 -7,897 -48.42 685 -53.34 0.0033
2025-02-10 2024-12-31 13F DOCUSIGN COM 256163106 16,310 -2,348 -12.58 1,467 26.60 0.0080
2024-11-13 2024-09-30 13F DOCUSIGN COM 256163106 18,658 1,605 9.41 1,158 37.37 0.0064
2024-08-14 2024-06-30 13F DOCUSIGN COM 256163106 17,053 2,774 19.43 844 -0.82 0.0047
2024-05-15 2024-03-31 13F DOCUSIGN COM 256163106 14,279 3,152 28.33 850 28.59 0.0057
2024-02-14 2023-12-31 13F DOCUSIGN COM 256163106 11,127 -9,952 -47.21 662 -25.31 0.0054
2023-11-13 2023-09-30 13F DOCUSIGN COM 256163106 21,079 -3,758 -15.13 885 -30.21 0.0087
2023-08-11 2023-06-30 13F DOCUSIGN COM 256163106 24,837 -3,470 -12.26 1,269 -23.15 0.0127
2023-05-12 2023-03-31 13F DOCUSIGN COM 256163106 28,307 -15,184 -34.91 1,650 -31.54 0.0179
2023-01-31 2022-12-31 13F DOCUSIGN COM 256163106 43,491 -2,174 -4.76 2,410 120,400.00 0.0214
2022-11-01 2022-09-30 13F/A-1 DOCUSIGN COM 256163106 45,665 2,630 6.11 2 0.00 0.0261
2022-11-01 2022-09-30 13F DOCUSIGN COM 256163106 45,665 2,630 2,442 0.0261
2022-08-12 2022-06-30 13F DOCUSIGN COM 256163106 43,035 1,589 3.83 2 -50.00 0.0254
2022-07-20 2022-03-31 13F/A-1 DOCUSIGN COM 256163106 41,446 1,523 3.81 4 -33.33 0.0462
2022-04-26 2022-03-31 13F DOCUSIGN COM 256163106 41,446 1,523 4,440 0.0462
2022-07-25 2021-12-31 13F/A-1 DOCUSIGN COM 256163106 39,923 1,093 2.81 6 -33.33 0.0616
2022-01-20 2021-12-31 13F DOCUSIGN COM 256163106 39,923 1,093 6,081 0.0616
2022-07-25 2021-09-30 13F/A-1 DOCUSIGN COM 256163106 38,830 1,208 3.21 10 -10.00 0.1000
2021-10-19 2021-09-30 13F DOCUSIGN COM 256163106 38,830 1,208 9,996 0.1000
2022-07-26 2021-06-30 13F/A-1 DOCUSIGN COM 256163106 37,622 882 2.40 11 42.86 0.1194
2021-07-28 2021-06-30 13F DOCUSIGN COM 256163106 37,622 882 10,518 0.1194
2022-07-27 2021-03-31 13F/A-1 DOCUSIGN COM 256163106 36,740 -2,758 -6.98 7 -12.50 0.0944
2021-05-10 2021-03-31 13F DOCUSIGN COM 256163106 36,740 -2,758 7,438 0.0944
2022-07-28 2020-12-31 13F/A-1 DOCUSIGN COM 256163106 39,498 1,855 4.93 9 -100.00 0.1034
2021-01-20 2020-12-31 13F DOCUSIGN COM 256163106 39,498 1,855 8,923 0.1034
2022-07-29 2020-09-30 13F/A-1 DOCUSIGN COM 256163106 37,643 37,643 8,083,000 0.1509
2020-11-12 2020-09-30 13F DOCUSIGN COM 256163106 37,643 37,643 8,083 0.1509
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.