DocuSign, Inc.
MX ˙ BMV ˙ US2561631068
SecurityMX:DOCU / DocuSign, Inc.
InstitutionFirst Trust Advisors Lp
Latest Disclosed Ownership895,634 shares
Latest Disclosed Value $ 42,462,007
First Trust Advisors Lp reports 4.40% decrease in ownership of DOCU / DocuSign, Inc.

On May 13, 2026 - First Trust Advisors Lp filed a 13F-HR form disclosing ownership of 895,634 shares of DocuSign, Inc. (MX:DOCU) valued at $42,462,007 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 936,900 shares of DocuSign, Inc.. This represents a change in shares of -4.40% 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)
2026-05-13 2026-03-31 13F DOCUSIGN COM 256163106 895,634 -41,266 -4.40 42,462 -33.74 0.0303
2026-02-13 2025-12-31 13F DOCUSIGN COM 256163106 936,900 -206,906 -18.09 64,084 -22.28 0.0466
2025-11-12 2025-09-30 13F DOCUSIGN COM 256163106 1,143,806 -165,177 -12.62 82,457 -19.13 0.0613
2025-08-13 2025-06-30 13F DOCUSIGN COM 256163106 1,308,983 -11,627 -0.88 101,957 -5.15 0.0820
2025-05-14 2025-03-31 13F DOCUSIGN COM 256163106 1,320,610 -4,079 -0.31 107,498 -9.77 0.0952
2025-02-13 2024-12-31 13F DOCUSIGN COM 256163106 1,324,689 319,956 31.84 119,142 90.98 0.1050
2024-11-13 2024-09-30 13F DOCUSIGN COM 256163106 1,004,733 -404,582 -28.71 62,384 -17.26 0.0594
2024-08-13 2024-06-30 13F DOCUSIGN COM 256163106 1,409,315 -921,871 -39.55 75,398 -45.69 0.0769
2024-05-13 2024-03-31 13F DOCUSIGN COM 256163106 2,331,186 278,250 13.55 138,822 13.74 0.1409
2024-02-13 2023-12-31 13F DOCUSIGN COM 256163106 2,052,936 -59,788 -2.83 122,047 37.54 0.1332
2023-11-13 2023-09-30 13F DOCUSIGN COM 256163106 2,112,724 253,449 13.63 88,734 -6.59 0.1052
2023-08-14 2023-06-30 13F DOCUSIGN COM 256163106 1,859,275 429,399 30.03 94,990 13.95 0.1080
2023-05-15 2023-03-31 13F DOCUSIGN COM 256163106 1,429,876 -289,482 -16.84 83,362 -12.53 0.0963
2023-02-09 2022-12-31 13F DOCUSIGN COM 256163106 1,719,358 -780,363 -31.22 95,303 -28.70 0.1133
2022-11-14 2022-09-30 13F DOCUSIGN COM 256163106 2,499,721 409,284 19.58 133,660 11.43 0.1733
2022-08-12 2022-06-30 13F DOCUSIGN COM 256163106 2,090,437 -167,117 -7.40 119,949 -50.40 0.1481
2022-05-13 2022-03-31 13F DOCUSIGN COM 256163106 2,257,554 34,448 1.55 241,829 -28.58 0.2474
2022-02-08 2021-12-31 13F DOCUSIGN COM 256163106 2,223,106 327,940 17.30 338,601 -30.60 0.3294
2021-11-15 2021-09-30 13F DOCUSIGN COM 256163106 1,895,166 14,908 0.79 487,873 -7.18 0.5247
2021-10-12 2021-06-30 13F/A-1 DOCUSIGN COM 256163106 1,880,258 -73,736 -3.77 525,613 32.87 0.5689
2021-08-16 2021-06-30 13F DOCUSIGN COM 256163106 1,880,804 -73,190 525,816 0.5424
2021-05-14 2021-03-31 13F DOCUSIGN COM 256163106 1,953,994 -247,647 -11.25 395,586 -19.17 0.4790
2021-02-02 2020-12-31 13F DOCUSIGN COM 256163106 2,201,641 -61,777 -2.73 489,425 0.46 0.6486
2020-11-05 2020-09-30 13F DOCUSIGN COM 256163106 2,263,418 -399,368 -15.00 487,178 6.24 0.7803
2020-07-22 2020-06-30 13F DOCUSIGN COM 256163106 2,662,786 38,865 1.48 458,558 89.14 0.7948
2020-05-06 2020-03-31 13F DOCUSIGN COM 256163106 2,623,921 -395,596 -13.10 242,450 8.34 0.5493
2020-02-03 2019-12-31 13F DOCUSIGN COM 256163106 3,019,517 263,797 9.57 223,776 31.14 0.3821
2019-11-04 2019-09-30 13F DOCUSIGN COM 256163106 2,755,720 988,106 55.90 170,634 94.19 0.3213
2019-07-30 2019-06-30 13F DOCUSIGN COM 256163106 1,767,614 528,452 42.65 87,868 36.79 0.1657
2019-06-19 2019-03-31 13F/A-1 DOCUSIGN COM 256163106 1,239,162 -173,507 -12.28 64,238 13.45 0.1278
2019-05-09 2019-03-31 13F DOCUSIGN COM 256163106 1,239,162 -173,507 64,238
2019-02-07 2018-12-31 13F DOCUSIGN COM 256163106 1,412,669 1,412,669 56,620 0.1342
2018-10-25 2018-09-30 13F DOCUSIGN COM 256163106 0 -108,869 -100.00 0 -100.00
2018-08-02 2018-06-30 13F DOCUSIGN COM 256163106 108,869 108,869 5,765 0.0120
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.