DocuSign, Inc.
MX ˙ BMV ˙ US2561631068
SecurityMX:DOCU / DocuSign, Inc.
InstitutionLPL Financial LLC
Latest Disclosed Ownership118,090 shares
Latest Disclosed Value $ 5,598,606
LPL Financial LLC reports 30.30% decrease in ownership of DOCU / DocuSign, Inc.

On May 6, 2026 - LPL Financial LLC filed a 13F-HR form disclosing ownership of 118,090 shares of DocuSign, Inc. (MX:DOCU) valued at $5,598,606 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 11, 2026 disclosing 169,425 shares of DocuSign, Inc.. This represents a change in shares of -30.30% 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)
2026-05-06 2026-03-31 13F DOCUSIGN COM 256163106 118,090 -51,335 -30.30 5,599 -51.69 0.0015
2026-02-11 2025-12-31 13F DOCUSIGN COM 256163106 169,425 1,207 0.72 11,589 -4.44 0.0032
2025-11-12 2025-09-30 13F DOCUSIGN COM 256163106 168,218 -7,255 -4.13 12,127 -11.28 0.0035
2025-08-12 2025-06-30 13F DOCUSIGN COM 256163106 175,473 -17,820 -9.22 13,668 -13.14 0.0046
2025-05-07 2025-03-31 13F DOCUSIGN COM 256163106 193,293 -16,634 -7.92 15,734 -16.66 0.0061
2025-02-11 2024-12-31 13F DOCUSIGN COM 256163106 209,927 23,181 12.41 18,881 62.83 0.0077
2024-11-08 2024-09-30 13F DOCUSIGN COM 256163106 186,746 -26,534 -12.44 11,595 1.62 0.0052
2024-08-07 2024-06-30 13F DOCUSIGN COM 256163106 213,280 65,920 44.73 11,410 30.03 0.0057
2024-05-10 2024-03-31 13F DOCUSIGN COM 256163106 147,360 -11,637 -7.32 8,775 -7.16 0.0047
2024-02-14 2023-12-31 13F DOCUSIGN COM 256163106 158,997 -52,203 -24.72 9,452 6.56 0.0057
2023-11-13 2023-09-30 13F DOCUSIGN COM 256163106 211,200 4,262 2.06 8,870 -16.10 0.0062
2023-07-31 2023-06-30 13F DOCUSIGN COM 256163106 206,938 -15,356 -6.91 10,572 -18.42 0.0076
2023-05-10 2023-03-31 13F DOCUSIGN COM 256163106 222,294 -2,290 -1.02 12,960 4.12 0.0101
2023-02-07 2022-12-31 13F DOCUSIGN COM 256163106 224,584 -31,711 -12.37 12,446 -9.18 0.0107
2022-11-14 2022-09-30 13F DOCUSIGN COM 256163106 256,295 -17,223 -6.30 13,704 -12.68 0.0132
2022-08-12 2022-06-30 13F DOCUSIGN COM 256163106 273,518 -2,646 -0.96 15,694 -46.95 0.0149
2022-05-16 2022-03-31 13F DOCUSIGN COM 256163106 276,164 -70,593 -20.36 29,583 -43.99 0.0254
2022-02-14 2021-12-31 13F DOCUSIGN COM 256163106 346,757 49,578 16.68 52,815 -30.96 0.0443
2021-11-15 2021-09-30 13F DOCUSIGN COM 256163106 297,179 1,195 0.40 76,503 -7.55 0.0718
2021-08-13 2021-06-30 13F DOCUSIGN COM 256163106 295,984 1,681 0.57 82,748 38.88 0.0837
2021-05-14 2021-03-31 13F DOCUSIGN COM 256163106 294,303 15,469 5.55 59,582 -3.88 0.0685
2021-02-12 2020-12-31 13F DOCUSIGN COM 256163106 278,834 -1,276 -0.46 61,985 2.81 0.0803
2020-11-09 2020-09-30 13F DOCUSIGN COM 256163106 280,110 10,706 3.97 60,291 29.95 0.0942
2020-08-13 2020-06-30 13F DOCUSIGN COM 256163106 269,404 63,716 30.98 46,394 144.10 0.0808
2020-05-14 2020-03-31 13F DOCUSIGN COM 256163106 205,688 28,525 16.10 19,006 44.75 0.0409
2020-02-14 2019-12-31 13F DOCUSIGN COM 256163106 177,163 3,164 1.82 13,130 21.87 0.0239
2019-11-13 2019-09-30 13F DOCUSIGN COM 256163106 173,999 -4,524 -2.53 10,774 21.41 0.0219
2019-08-09 2019-06-30 13F DOCUSIGN COM 256163106 178,523 33,836 23.39 8,874 18.30 0.0189
2019-05-08 2019-03-31 13F DOCUSIGN COM 256163106 144,687 7,069 5.14 7,501 35.99 0.0170
2019-02-07 2018-12-31 13F DOCUSIGN COM 256163106 137,618 71,446 107.97 5,516 58.55 0.0147
2018-11-14 2018-09-30 13F DOCUSIGN COM 256163106 66,172 28,242 74.46 3,479 73.26 0.0083
2018-08-14 2018-06-30 13F DOCUSIGN COM 256163106 37,930 37,930 2,008 0.0053
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.