DocuSign, Inc.
DE ˙ DB ˙ US2561631068
45,10 € ↑0,35 (0,78%)
2026-06-05
DEL PRIS
SecurityDE:DS3 / DocuSign, Inc.
InstitutionDakota Wealth Management
Latest Disclosed Ownership18,058 shares
Latest Disclosed Value $ 856,131
Dakota Wealth Management reports 21.85% decrease in ownership of DS3 / DocuSign, Inc.

On May 7, 2026 - Dakota Wealth Management filed a 13F-HR form disclosing ownership of 18,058 shares of DocuSign, Inc. (DE:DS3) valued at $740,468 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 13, 2026 disclosing 23,108 shares of DocuSign, Inc.. This represents a change in shares of -21.85% during the quarter. The current value of the position is $814,416 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)
2026-05-07 2026-03-31 13F DOCUSIGN COM 256163106 18,058 -5,050 -21.85 856 -45.82 0.0185
2026-01-13 2025-12-31 13F DOCUSIGN COM 256163106 23,108 -712 -2.99 1,581 -7.98 0.0280
2025-11-10 2025-09-30 13F DOCUSIGN COM 256163106 23,820 1,078 4.74 1,717 -3.05 0.0346
2025-07-16 2025-06-30 13F DOCUSIGN COM 256163106 22,742 435 1.95 1,771 -2.42 0.0373
2025-05-02 2025-03-31 13F DOCUSIGN COM 256163106 22,307 -61 -0.27 1,816 -9.75 0.0425
2025-01-17 2024-12-31 13F DOCUSIGN COM 256163106 22,368 307 1.39 2,012 46.90 0.0463
2024-10-23 2024-09-30 13F DOCUSIGN COM 256163106 22,061 -961 -4.17 1,370 11.21 0.0310
2024-07-22 2024-06-30 13F DOCUSIGN COM 256163106 23,022 181 0.79 1,232 -9.49 0.0289
2024-04-24 2024-03-31 13F DOCUSIGN COM 256163106 22,841 22,841 1,360 0.0338
2021-05-10 2021-03-31 13F DOCUSIGN COM 256163106 0 -1,033 -100.00 0 -100.00
2021-02-12 2020-12-31 13F DOCUSIGN COM 256163106 1,033 1,033 230 0.0299
2020-08-06 2020-06-30 13F DOCUSIGN COM 256163106 0 -5,504 -100.00 0 -100.00
2020-04-29 2020-03-31 13F DOCUSIGN COM 256163106 5,504 5,504 509 0.1111
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.