DocuSign, Inc.
US ˙ NasdaqGS ˙ US2561631068

SecurityDOCU / DocuSign, Inc.
InstitutionDimensional Fund Advisors Lp
Latest Disclosed Ownership1,100,891 shares
Latest Disclosed Value $ 52,177,288
Dimensional Fund Advisors Lp reports 7.88% increase in ownership of DOCU / DocuSign, Inc.

On May 7, 2026 - Dimensional Fund Advisors Lp filed a 13F-HR form disclosing ownership of 1,100,891 shares of DocuSign, Inc. (US:DOCU) valued at $52,193,242 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 12, 2026 disclosing 1,020,449 shares of DocuSign, Inc.. This represents a change in shares of 7.88% during the quarter. The current value of the position is $57,686,688 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 1,100,891 80,442 7.88 52,177 -25.25 0.0023
2026-02-12 2025-12-31 13F DOCUSIGN COM 256163106 1,020,449 3,735 0.37 69,804 -4.91 0.0146
2025-11-12 2025-09-30 13F DOCUSIGN COM 256163106 1,016,714 134,014 15.18 73,407 6.78 0.0158
2025-08-12 2025-06-30 13F DOCUSIGN COM 256163106 882,700 36,274 4.29 68,744 -0.23 0.0159
2025-05-13 2025-03-31 13F DOCUSIGN COM 256163106 846,426 24,112 2.93 68,905 -6.85 0.0171
2025-02-13 2024-12-31 13F DOCUSIGN COM 256163106 822,314 156,841 23.57 73,975 79.05 0.0178
2024-11-07 2024-09-30 13F DOCUSIGN COM 256163106 665,473 54,745 8.96 41,316 26.46 0.0100
2024-08-09 2024-06-30 13F DOCUSIGN COM 256163106 610,728 75,133 14.03 32,671 2.44 0.0085
2024-05-10 2024-03-31 13F DOCUSIGN COM 256163106 535,595 85,366 18.96 31,895 19.15 0.0086
2024-02-07 2023-12-31 13F DOCUSIGN COM 256163106 450,229 104,536 30.24 26,770 84.35 0.0078
2023-11-09 2023-09-30 13F DOCUSIGN COM 256163106 345,693 92,868 36.73 14,521 12.41 0.0048
2023-08-09 2023-06-30 13F DOCUSIGN COM 256163106 252,825 50,758 25.12 12,918 9.69 0.0041
2023-05-12 2023-03-31 13F DOCUSIGN COM 256163106 202,067 46,866 30.20 11,778 147,112.50 0.0040
2023-02-09 2022-12-31 13F DOCUSIGN COM 256163106 155,201 16,992 12.29 9 -99.89 0.0025
2022-11-10 2022-09-30 13F DOCUSIGN COM 256163106 138,209 949 0.69 7,391 -6.18 0.0028
2022-08-12 2022-06-30 13F DOCUSIGN COM 256163106 137,260 -2,925 -2.09 7,878 -47.54 0.0028
2022-05-13 2022-03-31 13F DOCUSIGN COM 256163106 140,185 -1,809 -1.27 15,017 -30.57 0.0046
2022-02-09 2021-12-31 13F DOCUSIGN COM 256163106 141,994 620 0.44 21,629 -40.57 0.0065
2021-11-12 2021-09-30 13F DOCUSIGN COM 256163106 141,374 -3,921 -2.70 36,395 -10.41 0.0117
2021-08-12 2021-06-30 13F DOCUSIGN COM 256163106 145,295 -35,638 -19.70 40,624 10.92 0.0129
2021-05-14 2021-03-31 13F DOCUSIGN COM 256163106 180,933 -12,869 -6.64 36,626 -14.99 0.0121
2021-03-08 2020-12-31 13F/A-2 DOCUSIGN COM 256163106 193,802 5,105 2.71 43,086 6.10 0.0156
2021-02-11 2020-12-31 13F DOCUSIGN COM 256163106 193,802 5,105 43,086 15,560.3731
2020-11-12 2020-09-30 13F DOCUSIGN COM 256163106 188,697 -13,203 -6.54 40,610 16.80 0.0172
2020-08-13 2020-06-30 13F DOCUSIGN COM 256163106 201,900 9,962 5.19 34,768 96.16 0.0153
2020-05-14 2020-03-31 13F DOCUSIGN COM 256163106 191,938 -852 -0.44 17,724 24.06 0.0092
2020-02-14 2019-12-31 13F DOCUSIGN COM 256163106 192,790 2,637 1.39 14,287 21.36 0.0052
2019-11-12 2019-09-30 13F DOCUSIGN COM 256163106 190,153 82,853 77.22 11,772 120.57 0.0046
2019-08-13 2019-06-30 13F DOCUSIGN COM 256163106 107,300 72,638 209.56 5,337 196.99 0.0021
2019-08-12 2019-03-31 13F/A-2 DOCUSIGN COM 256163106 34,662 34,662 1,797 0.0007
2019-05-10 2019-03-31 13F DOCUSIGN COM 256163106 34,662 1,797 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.