DocuSign, Inc.
MX ˙ BMV ˙ US2561631068
SecurityMX:DOCU / DocuSign, Inc.
InstitutionCerity Partners LLC
Latest Disclosed Ownership106,161 shares
Latest Disclosed Value $ 5,033,107
Cerity Partners LLC reports 9.81% decrease in ownership of DOCU / DocuSign, Inc.

On May 15, 2026 - Cerity Partners LLC filed a 13F-HR form disclosing ownership of 106,161 shares of DocuSign, Inc. (MX:DOCU) valued at $5,033,107 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 11, 2026 disclosing 117,703 shares of DocuSign, Inc.. This represents a change in shares of -9.81% 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.

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)
2026-05-15 2026-03-31 13F DOCUSIGN COM 256163106 106,161 -11,542 -9.81 5,033 -37.48 0.0035
2026-02-11 2025-12-31 13F DOCUSIGN COM 256163106 117,703 8,101 7.39 8,051 1.89 0.0117
2025-10-22 2025-09-30 13F DOCUSIGN COM 256163106 109,602 18,580 20.41 7,901 11.45 0.0128
2025-08-13 2025-06-30 13F DOCUSIGN Stock 256163106 91,022 -20,485 -18.37 7,090 -21.89 0.0126
2025-04-30 2025-03-31 13F DOCUSIGN Stock 256163106 111,507 10,696 10.61 9,077 1.00 0.0184
2025-02-13 2024-12-31 13F DOCUSIGN COM 256163106 100,811 -789 -0.78 8,986 42.45 0.0195
2024-11-12 2024-09-30 13F DOCUSIGN Stock 256163106 101,600 28,829 39.62 6,308 62.03 0.0140
2024-08-13 2024-06-30 13F DOCUSIGN COM 256163106 72,771 8,289 12.85 3,893 1.41 0.0103
2024-05-14 2024-03-31 13F DOCUSIGN Stock 256163106 64,482 46,501 258.61 3,840 259.46 0.0101
2024-01-26 2023-12-31 13F DOCUSIGN Stock 256163106 17,981 2,043 12.82 1,069 59.64 0.0035
2023-11-14 2023-09-30 13F DOCUSIGN Equities 256163106 15,938 -64 -0.40 669 -18.12 0.0033
2023-08-14 2023-06-30 13F DOCUSIGN Stock 256163106 16,002 -1,112 -6.50 818 -18.05 0.0032
2023-05-11 2023-03-31 13F DOCUSIGN Equities 256163106 17,114 -630 -3.55 998 1.42 0.0024
2023-02-15 2022-12-31 13F DOCUSIGN Stock 256163106 17,744 17,744 983 0.0063
2022-08-10 2022-06-30 13F DOCUSIGN Stock 256163106 0 -3,687 -100.00 0 -100.00
2022-04-25 2022-03-31 13F DOCUSIGN Stock 256163106 3,687 -2,306 -38.48 394 -56.85 0.0061
2022-02-14 2021-12-31 13F DOCUSIGN Stock 256163106 5,993 -1,673 -21.82 913 -53.73 0.0139
2021-10-25 2021-09-30 13F Docusign Stock 256163106 7,666 456 6.32 1,973 -2.13 0.0434
2021-08-11 2021-06-30 13F DOCUSIGN Stock 256163106 7,210 40 0.56 2,016 38.84 0.0441
2021-08-11 2021-03-31 13F/A-1 DOCUSIGN Stock 256163106 7,170 994 16.09 1,452 5.75 0.0345
2021-05-12 2021-03-31 13F DOCUSIGN Stock 256163106 7,212 1,036 1,460 0.0432
2021-02-11 2020-12-31 13F DOCUSIGN Stock 256163106 6,176 200 3.35 1,373 6.77 0.0440
2020-11-12 2020-09-30 13F DOCUSIGN COM 256163106 5,976 -522 -8.03 1,286 14.92 0.0529
2020-08-17 2020-06-30 13F/A-1 DOCUSIGN COM 256163106 6,498 -7 -0.11 1,119 86.19 0.0618
2020-08-14 2020-06-30 13F DOCUSIGN COM 256163106 6,498 -7 1,119 61,715.5262
2020-05-14 2020-03-31 13F DOCUSIGN COM 256163106 6,505 -2,485 -27.64 601 -9.76 0.0378
2020-02-14 2019-12-31 13F DOCUSIGN COM 256163106 8,990 -15,005 -62.53 666 -55.18 0.0339
2019-10-30 2019-09-30 13F DOCUSIGN COM 256163106 23,995 25 0.10 1,486 24.66 0.0872
2019-08-14 2019-06-30 13F DOCUSIGN COM 256163106 23,970 -48 -0.20 1,192 -4.26 0.0752
2019-05-14 2019-03-31 13F DOCUSIGN COM 256163106 24,018 -44,940 -65.17 1,245 -54.96 0.0838
2019-02-06 2018-12-31 13F DOCUSIGN COM 256163106 68,958 68,958 2,764 0.1851
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.