DocuSign, Inc.
MX ˙ BMV ˙ US2561631068
SecurityMX:DOCU / DocuSign, Inc.
InstitutionCIBC Private Wealth Group, LLC
Latest Disclosed Ownership854 shares
Latest Disclosed Value $ 58,414
CIBC Private Wealth Group, LLC reports 116.75% increase in ownership of DOCU / DocuSign, Inc.

On February 12, 2026 - CIBC Private Wealth Group, LLC filed a 13F-HR form disclosing ownership of 854 shares of DocuSign, Inc. (MX:DOCU) valued at $58,414 USD as of December 31, 2025. The entity filed a previous 13F-HR on November 24, 2025 disclosing 394 shares of DocuSign, Inc.. This represents a change in shares of 116.75% 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)
2026-02-12 2025-12-31 13F DOCUSIGN COM 256163106 854 460 116.75 58 107.14
2025-11-24 2025-09-30 13F DOCUSIGN COM 256163106 394 33 9.14 28 0.00 0.0000
2025-08-12 2025-06-30 13F DOCUSIGN COM 256163106 361 -1,290 -78.13 28 -75.86 0.0001
2025-05-14 2025-03-31 13F DOCUSIGN COM 256163106 1,651 430 35.22 116 6.42 0.0002
2025-02-12 2024-12-31 13F DocuSign COM 256163106 1,221 -860 -41.33 109 -15.50 0.0002
2024-11-13 2024-09-30 13F DocuSign COM 256163106 2,081 890 74.73 129 101.56 0.0002
2024-08-09 2024-06-30 13F DocuSign COM 256163106 1,191 -526 -30.63 64 -35.35 0.0001
2024-05-10 2024-03-31 13F DocuSign COM 256163106 1,717 1,717 100 0.0002
2023-11-13 2023-09-30 13F DOCUSIGN INC COM COM 256163106 0 -37,107 -100.00 0 -100.00
2023-11-21 2023-06-30 13F/A-1 DOCUSIGN INC COM COM 256163106 37,107 -497 -1.32 1,896 -13.55 0.0041
2023-08-10 2023-06-30 13F DOCUSIGN INC COM COM 256163106 37,107 -497 1,896 0.0041
2023-11-21 2023-03-31 13F/A-1 DOCUSIGN INC COM COM 256163106 37,604 23,998 176.38 2,192 190.72 0.0049
2023-05-12 2023-03-31 13F DOCUSIGN INC COM COM 256163106 37,604 23,998 2,192 0.0048
2023-06-01 2022-12-31 13F/A-2 DOCUSIGN INC COM COM 256163106 13,606 -28,101 -67.38 754 -66.20 0.0025
2023-02-14 2022-12-31 13F/A-1 DOCUSIGN INC COM COM 256163106 14,367 -27,340 796 0.0017
2023-02-13 2022-12-31 13F DOCUSIGN INC COM COM 256163106 14,367 -27,340 796 0.0000
2022-11-15 2022-09-30 13F DOCUSIGN INC COM COM 256163106 41,707 -3,760 -8.27 2,231 -14.49 0.0060
2022-08-03 2022-06-30 13F DOCUSIGN COM 256163106 45,467 -2,189 -4.59 2,609 -48.89 0.0068
2022-05-16 2022-03-31 13F DOCUSIGN COM 256163106 47,656 4,434 10.26 5,105 -22.45 0.0111
2022-04-04 2021-12-31 13F/A-1 DOCUSIGN COM 256163106 43,222 25,239 140.35 6,583 42.21 0.0137
2022-02-08 2021-12-31 13F DOCUSIGN COM 256163106 43,222 25,239 6,583 0.0137
2021-11-12 2021-09-30 13F DOCUSIGN COM 256163106 17,983 2,509 16.21 4,629 7.00 0.0108
2021-08-16 2021-06-30 13F DOCUSIGN COM 256163106 15,474 -824 -5.06 4,326 31.09 0.0099
2021-05-12 2021-03-31 13F DOCUSIGN COM 256163106 16,298 11,125 215.06 3,300 186.96 0.0083
2021-02-12 2020-12-31 13F DOCUSIGN COM 256163106 5,173 1,327 34.50 1,150 38.89 0.0030
2020-11-03 2020-09-30 13F/A-1 DOCUSIGN COM 256163106 3,846 3,846 828 0.0025
2020-10-29 2020-09-30 13F DOCUSIGN COMMON STOCK, R 256163106 1,505 1,505 324 14,240.1996
2018-11-14 2018-09-30 13F DOCUSIGN COM 256163106 0 -75 -100.00 0 -100.00
2018-08-02 2018-06-30 13F DOCUSIGN COM 256163106 75 75 4 0.0000
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.