DocuSign, Inc.
MX ˙ BMV ˙ US2561631068
SecurityMX:DOCU / DocuSign, Inc.
InstitutionPrincipal Financial Group Inc
Latest Disclosed Ownership449,728 shares
Latest Disclosed Value $ 21,321,605
Principal Financial Group Inc reports 4.23% increase in ownership of DOCU / DocuSign, Inc.

On May 4, 2026 - Principal Financial Group Inc filed a 13F-HR form disclosing ownership of 449,728 shares of DocuSign, Inc. (MX:DOCU) valued at $21,321,605 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 2, 2026 disclosing 431,475 shares of DocuSign, Inc.. This represents a change in shares of 4.23% 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)
2026-05-04 2026-03-31 13F DOCUSIGN COM 256163106 449,728 18,253 4.23 21,322 -27.75 0.0114
2026-02-02 2025-12-31 13F DOCUSIGN COM 256163106 431,475 -30,565 -6.62 29,513 -11.40 0.0151
2025-11-04 2025-09-30 13F DOCUSIGN COM 256163106 462,040 -12,800 -2.70 33,308 -9.94 0.0168
2025-08-08 2025-06-30 13F DOCUSIGN COM 256163106 474,840 -53,683 -10.16 36,985 -14.03 0.0196
2025-04-28 2025-03-31 13F DOCUSIGN COM 256163106 528,523 -18,273 -3.34 43,022 -12.52 0.0241
2025-01-31 2024-12-31 13F DOCUSIGN COM 256163106 546,796 529,308 3,026.69 49,179 4,432.53 0.0268
2024-10-31 2024-09-30 13F DOCUSIGN COM 256163106 17,488 -219 -1.24 1,086 14.57 0.0006
2024-07-29 2024-06-30 13F DOCUSIGN COM 256163106 17,707 -2,610 -12.85 947 -21.67 0.0006
2024-04-29 2024-03-31 13F DOCUSIGN COM 256163106 20,317 -576 -2.76 1,210 -2.66 0.0007
2024-02-07 2023-12-31 13F DOCUSIGN COM 256163106 20,893 -4,134 -16.52 1,242 18.17 0.0008
2023-11-02 2023-09-30 13F DOCUSIGN COM 256163106 25,027 859 3.55 1,051 -14.83 0.0008
2023-08-07 2023-06-30 13F DOCUSIGN COM 256163106 24,168 3,175 15.12 1,235 0.90 0.0008
2023-05-09 2023-03-31 13F DOCUSIGN COM 256163106 20,993 -4,102 -16.35 1,224 -12.01 0.0009
2023-02-09 2022-12-31 13F DOCUSIGN COM 256163106 25,095 2,326 10.22 1,391 14.22 0.0010
2022-11-09 2022-09-30 13F DOCUSIGN COM 256163106 22,769 -8,976 -28.28 1,217 -33.17 0.0010
2022-08-10 2022-06-30 13F DOCUSIGN COM 256163106 31,745 -6,405 -16.79 1,821 -55.43 0.0013
2022-05-09 2022-03-31 13F DOCUSIGN COM 256163106 38,150 12,499 48.73 4,086 4.58 0.0016
2022-05-09 2022-03-31 13F DOCUSIGN COM 256163106 23,850 2,554
2022-02-09 2021-12-31 13F DOCUSIGN COM 256163106 25,651 -75,934 -74.75 3,907 -85.06 0.0023
2021-11-09 2021-09-30 13F DOCUSIGN COM 256163106 101,585 53,940 113.21 26,152 96.34 0.0171
2021-08-10 2021-06-30 13F DOCUSIGN COM 256163106 47,645 25,588 116.01 13,320 198.32 0.0086
2021-05-10 2021-03-31 13F DOCUSIGN COM 256163106 22,057 293 1.35 4,465 -7.71 0.0032
2021-02-23 2020-12-31 13F/A-1 DOCUSIGN COM 256163106 21,764 -1,727 -7.35 4,838 -4.31 0.0036
2021-02-08 2020-12-31 13F DOCUSIGN COM 256163106 21,764 -1,727 4,838 1,903.3438
2020-11-06 2020-09-30 13F DOCUSIGN COM 256163106 23,491 -6,092 -20.59 5,056 -0.77 0.0043
2020-08-05 2020-06-30 13F DOCUSIGN COM 256163106 29,583 8,760 42.07 5,095 164.81 0.0045
2020-05-12 2020-03-31 13F DOCUSIGN COM 256163106 20,823 919 4.62 1,924 30.44 0.0021
2020-02-05 2019-12-31 13F DOCUSIGN COM 256163106 19,904 12,999 188.25 1,475 244.63 0.0012
2019-11-13 2019-09-30 13F DOCUSIGN COM 256163106 6,905 447 6.92 428 33.33 0.0004
2019-08-12 2019-06-30 13F DOCUSIGN COM 256163106 6,458 -3,334 -34.05 321 -36.81 0.0003
2019-05-10 2019-03-31 13F DOCUSIGN COM 256163106 9,792 9,792 508 0.0005
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.