DocuSign, Inc.
MX ˙ BMV ˙ US2561631068
SecurityMX:DOCU / DocuSign, Inc.
InstitutionAdvisory Services Network, LLC
Latest Disclosed Ownership25,201 shares
Latest Disclosed Value $ 1,194,773
Advisory Services Network, LLC reports 27.64% increase in ownership of DOCU / DocuSign, Inc.

On May 15, 2026 - Advisory Services Network, LLC filed a 13F-HR form disclosing ownership of 25,201 shares of DocuSign, Inc. (MX:DOCU) valued at $1,194,773 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 17, 2026 disclosing 19,744 shares of DocuSign, Inc.. This represents a change in shares of 27.64% during the quarter.

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)
2026-05-15 2026-03-31 13F DOCUSIGN INC COM Stock 256163106 25,201 5,457 27.64 1,195 -11.56 0.0110
2026-02-17 2025-12-31 13F DOCUSIGN INC COM Stock 256163106 19,744 -1,604 -7.51 1,350 -12.22 0.0191
2025-11-18 2025-09-30 13F DOCUSIGN Stock 256163106 21,348 7,945 59.28 1,539 51.83 0.0226
2025-08-19 2025-06-30 13F DOCUSIGN Stock 256163106 13,403 -11,463 -46.10 1,014 -49.95 0.0163
2025-05-15 2025-03-31 13F DOCUSIGN Stock 256163106 24,866 -2,946 -10.59 2,024 -19.07 0.0389
2025-02-13 2024-12-31 13F DOCUSIGN Stock 256163106 27,812 -9,774 -26.00 2,501 24.43 0.0466
2024-11-14 2024-09-30 13F DOCUSIGN Stock 256163106 37,586 0 0.00 2,011 0.00 0.0416
2024-08-13 2024-06-30 13F DOCUSIGN Stock 256163106 37,586 -18,908 -33.47 2,011 -40.25 0.0416
2024-05-06 2024-03-31 13F DOCUSIGN Stock 256163106 56,494 24,718 77.79 3,364 78.08 0.0746
2024-02-09 2023-12-31 13F DOCUSIGN Stock 256163106 31,776 -18,635 -36.97 1,889 -10.77 0.0462
2023-11-14 2023-09-30 13F DOCUSIGN Stock 256163106 50,411 19,082 60.91 2,117 32.31 0.0569
2023-08-09 2023-06-30 13F DOCUSIGN Stock 256163106 31,329 3,234 11.51 1,601 -2.26 0.0426
2023-05-17 2023-03-31 13F DOCUSIGN Stock 256163106 28,095 11,230 66.59 1,638 75.27 0.0454
2023-02-13 2022-12-31 13F DOCUSIGN Stock 256163106 16,865 -5,882 -25.86 935 -23.19 0.0286
2022-11-14 2022-09-30 13F DOCUSIGN Stock 256163106 22,747 -31 -0.14 1,216 -6.96 0.0429
2022-08-02 2022-06-30 13F DOCUSIGN Stock 256163106 22,778 -1,390 -5.75 1,307 -49.50 0.0447
2022-05-23 2022-03-31 13F DOCUSIGN Stock 256163106 24,168 -7,604 -23.93 2,588 -46.52 0.0762
2022-02-14 2021-12-31 13F DOCUSIGN Stock 256163106 31,772 -1,194 -3.62 4,839 -42.98 0.1392
2021-11-05 2021-09-30 13F DOCUSIGN Stock 256163106 32,966 2,846 9.45 8,486 0.78 0.2699
2021-08-12 2021-06-30 13F DOCUSIGN Stock 256163106 30,120 1,244 4.31 8,420 44.01 0.2656
2021-05-24 2021-03-31 13F DOCUSIGN Stock 256163106 28,876 -915 -3.07 5,847 -11.70 0.2172
2021-02-09 2020-12-31 13F DOCUSIGN Stock 256163106 29,791 5,118 20.74 6,622 24.71 0.2657
2020-11-16 2020-09-30 13F DOCUSIGN Stock 256163106 24,673 7,559 44.17 5,310 80.18 0.2499
2020-08-10 2020-06-30 13F DOCUSIGN Stock 256163106 17,114 8,239 92.83 2,947 259.39 0.1617
2020-05-15 2020-03-31 13F DOCUSIGN Stock 256163106 8,875 7,996 909.67 820 1,161.54 0.0536
2020-02-04 2019-12-31 13F DOCUSIGN Stock 256163106 879 -2,483 -73.85 65 -61.08 0.0034
2019-11-04 2019-09-30 13F DOCUSIGN Stock 256163106 3,362 0 0.00 167 0.00 0.0102
2019-08-01 2019-06-30 13F DOCUSIGN Stock 256163106 3,362 -5,399 -61.63 167 -63.22 0.0102
2019-05-20 2019-03-31 13F DOCUSIGN Stock 256163106 8,761 3,185 57.12 454 103.59 0.0319
2019-02-15 2018-12-31 13F DOCUSIGN Stock 256163106 5,576 -10,916 -66.19 223 -74.28 0.0195
2018-11-02 2018-09-30 13F DOCUSIGN Stock 256163106 16,492 16,492 867 0.0633
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.