DocuSign, Inc.
MX ˙ BMV ˙ US2561631068
SecurityMX:DOCU / DocuSign, Inc.
InstitutionOppenheimer & Co Inc
Latest Disclosed Ownership13,287 shares
Latest Disclosed Value $ 629,937
Oppenheimer & Co Inc reports 0.79% increase in ownership of DOCU / DocuSign, Inc.

On April 23, 2026 - Oppenheimer & Co Inc filed a 13F-HR form disclosing ownership of 13,287 shares of DocuSign, Inc. (MX:DOCU) valued at $629,937 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 2, 2026 disclosing 13,183 shares of DocuSign, Inc.. This represents a change in shares of 0.79% 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)
2026-04-23 2026-03-31 13F DOCUSIGN COM 256163106 13,287 104 0.79 630 -30.19 0.0077
2026-02-02 2025-12-31 13F DOCUSIGN COM 256163106 13,183 -1,000 -7.05 902 -11.84 0.0128
2025-11-06 2025-09-30 13F DOCUSIGN COM 256163106 14,183 -723 -4.85 1,022 -11.97 0.0125
2025-07-31 2025-06-30 13F DOCUSIGN COM 256163106 14,906 2,823 23.36 1,161 18.11 0.0154
2025-04-23 2025-03-31 13F DOCUSIGN COM 256163106 12,083 -465 -3.71 984 -12.85 0.0148
2025-02-05 2024-12-31 13F DOCUSIGN COM 256163106 12,548 -11,555 -47.94 1,129 -24.60 0.0168
2024-11-05 2024-09-30 13F DOCUSIGN COM 256163106 24,103 -4,503 -15.74 1,497 -2.22 0.0228
2024-08-08 2024-06-30 13F DOCUSIGN COM 256163106 28,606 5,735 25.08 1,530 12.42 0.0243
2024-05-07 2024-03-31 13F DOCUSIGN COM 256163106 22,871 -4,983 -17.89 1,362 -17.76 0.0226
2024-02-13 2023-12-31 13F DOCUSIGN COM 256163106 27,854 -1,592 -5.41 1,656 33.90 0.0304
2023-11-08 2023-09-30 13F DOCUSIGN COM 256163106 29,446 297 1.02 1,237 -16.99 0.0255
2023-08-03 2023-06-30 13F DOCUSIGN COM 256163106 29,149 -64 -0.22 1,489 -12.57 0.0298
2023-05-10 2023-03-31 13F DOCUSIGN COM 256163106 29,213 1,950 7.15 1,703 12.78 0.0361
2023-02-08 2022-12-31 13F DOCUSIGN COM 256163106 27,263 -14,979 -35.46 1,511 -33.16 0.0344
2022-11-14 2022-09-30 13F DOCUSIGN COM 256163106 42,242 -15,788 -27.21 2,259 -32.16 0.0528
2022-08-08 2022-06-30 13F DOCUSIGN COM 256163106 58,030 -4,722 -7.52 3,330 -50.46 0.0717
2022-05-12 2022-03-31 13F DOCUSIGN COM 256163106 62,752 9,007 16.76 6,722 -17.88 0.1212
2022-02-02 2021-12-31 13F DOCUSIGN COM 256163106 53,745 13,629 33.97 8,186 -20.73 0.1431
2021-11-12 2021-09-30 13F DOCUSIGN COM 256163106 40,116 -6,512 -13.97 10,327 -20.77 0.1933
2021-08-03 2021-06-30 13F DOCUSIGN COM 256163106 46,628 -3,331 -6.67 13,035 28.87 0.2336
2021-05-10 2021-03-31 13F DOCUSIGN COM 256163106 49,959 -30,075 -37.58 10,115 -43.15 0.2018
2021-02-11 2020-12-31 13F DOCUSIGN COM 256163106 80,034 16,538 26.05 17,793 30.19 0.3754
2020-11-13 2020-09-30 13F DOCUSIGN COM 256163106 63,496 -27,270 -30.04 13,667 -12.56 0.3420
2020-08-11 2020-06-30 13F DOCUSIGN COM 256163106 90,766 4,932 5.75 15,631 97.06 0.4044
2020-05-08 2020-03-31 13F DOCUSIGN COM 256163106 85,834 -2,695 -3.04 7,932 20.90 0.2408
2020-02-07 2019-12-31 13F DOCUSIGN COM 256163106 88,529 67,899 329.13 6,561 413.78 0.1625
2019-10-31 2019-09-30 13F DOCUSIGN COM 256163106 20,630 1,897 10.13 1,277 37.16 0.0348
2019-08-09 2019-06-30 13F DOCUSIGN COM 256163106 18,733 10,060 115.99 931 106.89 0.0253
2019-04-24 2019-03-31 13F DOCUSIGN COM 256163106 8,673 -1,650 -15.98 450 8.70 0.0120
2019-01-29 2018-12-31 13F DOCUSIGN COM 256163106 10,323 -1,056 -9.28 414 -30.88 0.0129
2018-10-26 2018-09-30 13F DOCUSIGN COM 256163106 11,379 11,379 599 0.0152
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.