DocuSign, Inc.
MX ˙ BMV ˙ US2561631068
SecurityMX:DOCU / DocuSign, Inc.
InstitutionPrivate Advisor Group, LLC
Latest Disclosed Ownership15,479 shares
Latest Disclosed Value $ 733,860
Private Advisor Group, LLC reports 10.88% decrease in ownership of DOCU / DocuSign, Inc.

On April 24, 2026 - Private Advisor Group, LLC filed a 13F-HR form disclosing ownership of 15,479 shares of DocuSign, Inc. (MX:DOCU) valued at $733,860 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 17, 2026 disclosing 17,369 shares of DocuSign, Inc.. This represents a change in shares of -10.88% 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)
2026-04-24 2026-03-31 13F DOCUSIGN COM 256163106 15,479 -1,890 -10.88 734 -38.30 0.0033
2026-02-17 2025-12-31 13F DOCUSIGN COM 256163106 17,369 -4,995 -22.34 1,188 -26.30 0.0053
2025-11-13 2025-09-30 13F DOCUSIGN COM 256163106 22,364 -3,479 -13.46 1,612 -19.88 0.0079
2025-08-11 2025-06-30 13F DOCUSIGN COM 256163106 25,843 -3,082 -10.66 2,013 -14.53 0.0108
2025-05-05 2025-03-31 13F DOCUSIGN COM 256163106 28,925 -886 -2.97 2,354 -12.20 0.0142
2025-02-03 2024-12-31 13F DOCUSIGN COM 256163106 29,811 995 3.45 2,681 49.86 0.0151
2024-10-22 2024-09-30 13F DOCUSIGN COM 256163106 28,816 -1,183 -3.94 1,789 11.53 0.0111
2024-08-05 2024-06-30 13F DOCUSIGN COM 256163106 29,999 2,802 10.30 1,605 -0.93 0.0108
2024-04-30 2024-03-31 13F DOCUSIGN COM 256163106 27,197 1,075 4.12 1,620 4.32 0.0116
2024-02-06 2023-12-31 13F DOCUSIGN COM 256163106 26,122 10,225 64.32 1,553 132.68 0.0121
2023-11-03 2023-09-30 13F DOCUSIGN COM 256163106 15,897 4,206 35.98 668 11.73 0.0060
2023-08-10 2023-06-30 13F DOCUSIGN COM 256163106 11,691 1,339 12.93 597 -1.00 0.0052
2023-05-10 2023-03-31 13F DOCUSIGN COM 256163106 10,352 10,352 604 0.0058
2023-01-18 2022-12-31 13F DOCUSIGN COM 256163106 0 -8,275 -100.00 0 -100.00
2022-10-14 2022-09-30 13F DOCUSIGN COM 256163106 8,275 -494 -5.63 442 -12.13 0.0051
2022-07-13 2022-06-30 13F DOCUSIGN COM 256163106 8,769 -7,122 -44.82 503 -70.45 0.0045
2022-05-12 2022-03-31 13F/A-1 DOCUSIGN COM 256163106 15,891 1,801 12.78 1,702 -20.73 0.0130
2022-05-10 2022-03-31 13F DOCUSIGN COM 256163106 14,090 0 2,147 0.0161
2022-02-10 2021-12-31 13F DOCUSIGN COM 256163106 14,090 -1,077 -7.10 2,147 -45.02 0.0161
2021-10-14 2021-09-30 13F DOCUSIGN COM 256163106 15,167 5,043 49.81 3,905 37.94 0.0248
2021-08-12 2021-06-30 13F DOCUSIGN COM 256163106 10,124 830 8.93 2,831 50.43 0.0247
2021-04-22 2021-03-31 13F DOCUSIGN COM 256163106 9,294 -864 -8.51 1,882 -16.65 0.0180
2021-04-01 2020-12-31 13F DOCUSIGN COM 256163106 10,158 1,244 13.96 2,258 17.67 0.0235
2020-11-02 2020-09-30 13F DOCUSIGN COM 256163106 8,914 651 7.88 1,919 34.86 0.0250
2020-08-17 2020-06-30 13F DOCUSIGN COM 256163106 8,263 -1,086 -11.62 1,423 64.70 0.0198
2020-05-12 2020-03-31 13F DOCUSIGN COM 256163106 9,349 3,241 53.06 864 90.73 0.0159
2020-02-10 2019-12-31 13F DOCUSIGN COM 256163106 6,108 6,108 453 0.0070
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.