DocuSign, Inc.
MX ˙ BMV ˙ US2561631068
SecurityMX:DOCU / DocuSign, Inc.
InstitutionBaird Financial Group, Inc.
Latest Disclosed Ownership116,096 shares
Latest Disclosed Value $ 5,504,111
Baird Financial Group, Inc. reports 15.64% increase in ownership of DOCU / DocuSign, Inc.

On May 14, 2026 - Baird Financial Group, Inc. filed a 13F-HR form disclosing ownership of 116,096 shares of DocuSign, Inc. (MX:DOCU) valued at $5,504,111 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 100,391 shares of DocuSign, Inc.. This represents a change in shares of 15.64% 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)
2026-05-14 2026-03-31 13F DOCUSIGN COM 256163106 116,096 15,705 15.64 5,504 -19.84 0.0046
2026-02-13 2025-12-31 13F DOCUSIGN INC COM COMMON 256163106 100,391 -20,515 -16.97 6,867 -21.23 0.0107
2025-11-13 2025-09-30 13F DOCUSIGN COMMON 256163106 120,906 -3,239 -2.61 8,716 -9.86 0.0140
2025-08-13 2025-06-30 13F DOCUSIGN INC COM COMMON 256163106 124,145 112,059 927.18 9,670 883.62 0.0170
2025-05-15 2025-03-31 13F DOCUSIGN INC COM COMMON 256163106 12,086 -1,376 -10.22 984 -18.76 0.0019
2025-02-14 2024-12-31 13F DOCUSIGN COMMON 256163106 13,462 -1,177 -8.04 1,211 33.26 0.0023
2024-11-14 2024-09-30 13F DOCUSIGN COMMON 256163106 14,639 -1,055 -6.72 909 8.22 0.0018
2024-08-14 2024-06-30 13F DOCUSIGN COMMON 256163106 15,694 -18,348 -53.90 840 -58.61 0.0017
2024-05-14 2024-03-31 13F DOCUSIGN COMMON 256163106 34,042 -2,395 -6.57 2,027 -6.42 0.0043
2024-02-14 2023-12-31 13F DOCUSIGN COMMON 256163106 36,437 -1,199 -3.19 2,166 37.09 0.0049
2023-11-13 2023-09-30 13F DOCUSIGN COMMON 256163106 37,636 2,184 6.16 1,581 -12.76 0.0043
2023-08-11 2023-06-30 13F DOCUSIGN COMMON 256163106 35,452 12,864 56.95 1,811 37.61 0.0048
2023-05-15 2023-03-31 13F DOCUSIGN COMMON 256163106 22,588 781 3.58 1,317 131,500.00 0.0032
2023-02-13 2022-12-31 13F DOCUSIGN COMMON 256163106 21,807 -33,448 -60.53 1 -99.97 0.0032
2022-11-15 2022-09-30 13F DOCUSIGN COMMON 256163106 55,255 -11,974 -17.81 2,954 -23.43 0.0087
2022-08-08 2022-06-30 13F DOCUSIGN COMMON 256163106 67,229 -33,303 -33.13 3,858 -64.17 0.0107
2022-05-13 2022-03-31 13F DOCUSIGN COMMON 256163106 100,532 341 0.34 10,769 -29.43 0.0266
2022-02-09 2021-12-31 13F DOCUSIGN INC COM COMMON 256163106 100,191 15,323 18.06 15,260 -30.15 0.0357
2021-11-12 2021-09-30 13F DOCUSIGN COMMON 256163106 84,868 6,269 7.98 21,848 -0.57 0.0559
2021-08-11 2021-06-30 13F DOCUSIGN COMMON 256163106 78,599 -34,036 -30.22 21,974 -3.64 0.0571
2021-05-13 2021-03-31 13F DOCUSIGN COMMON 256163106 112,635 7,871 7.51 22,803 -2.09 0.0640
2021-02-11 2020-12-31 13F DOCUSIGN COMMON 256163106 104,764 6,696 6.83 23,289 10.33 0.0696
2020-11-12 2020-09-30 13F DOCUSIGN COMMON 256163106 98,068 -24,277 -19.84 21,108 0.19 0.0723
2020-10-22 2020-06-30 13F/A-1 DOCUSIGN COMMON 256163106 122,345 52,571 75.34 21,069 226.80 0.0794
2020-08-14 2020-06-30 13F DOCUSIGN COMMON 256163106 33,503 -36,271 2,681 5,313.1329
2020-05-14 2020-03-31 13F DOCUSIGN COMMON 256163106 69,774 39,127 127.67 6,447 183.88 0.0294
2020-02-14 2019-12-31 13F DOCUSIGN COMMON 256163106 30,647 -5,648 -15.56 2,271 1.02 0.0082
2019-11-14 2019-09-30 13F DOCUSIGN Common 256163106 36,295 -9,717 -21.12 2,248 -1.71 0.0089
2019-08-14 2019-06-30 13F DOCUSIGN COMMON 256163106 46,012 2,294 5.25 2,287 0.93 0.0089
2019-05-14 2019-03-31 13F DOCUSIGN COMMON 256163106 43,718 -9,013 -17.09 2,266 7.24 0.0132
2019-02-14 2018-12-31 13F DOCUSIGN COMMON 256163106 52,731 52,731 2,113 0.0143
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.