DocuSign, Inc.
MX ˙ BMV ˙ US2561631068
SecurityMX:DOCU / DocuSign, Inc.
InstitutionProspera Financial Services Inc
Latest Disclosed Ownership17,972 shares
Latest Disclosed Value $ 851,915
Prospera Financial Services Inc reports 6.44% decrease in ownership of DOCU / DocuSign, Inc.

On April 14, 2026 - Prospera Financial Services Inc filed a 13F-HR form disclosing ownership of 17,972 shares of DocuSign, Inc. (MX:DOCU) valued at $851,915 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 9, 2026 disclosing 19,210 shares of DocuSign, Inc.. This represents a change in shares of -6.44% 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)
2026-04-14 2026-03-31 13F DOCUSIGN COM 256163106 17,972 -1,238 -6.44 852 -35.19 0.0137
2026-02-09 2025-12-31 13F DOCUSIGN COM 256163106 19,210 13,982 267.44 1,314 249.20 0.0216
2025-11-06 2025-09-30 13F DOCUSIGN COM 256163106 5,228 109 2.13 377 -5.53 0.0064
2025-08-06 2025-06-30 13F DOCUSIGN COM 256163106 5,119 124 2.48 399 -1.97 0.0074
2025-05-15 2025-03-31 13F DOCUSIGN COM 256163106 4,995 4,995 407 0.0093
2024-08-13 2024-06-30 13F DOCUSIGN COM 256163106 0 -5,161 -100.00 0 -100.00
2024-08-13 2024-03-31 13F DOCUSIGN COM 256163106 5,161 -298 -5.46 307 -5.25 0.0092
2024-02-14 2023-12-31 13F DOCUSIGN COM 256163106 5,459 5,459 325 0.0107
2023-11-13 2023-09-30 13F DOCUSIGN COM 256163106 0 -5,148 -100.00 0 -100.00
2023-08-08 2023-06-30 13F DOCUSIGN COM 256163106 5,148 -910 -15.02 263 -25.78 0.0101
2023-05-12 2023-03-31 13F DOCUSIGN COM 256163106 6,058 -1,185 -16.36 353 -11.97 0.0145
2023-02-08 2022-12-31 13F DOCUSIGN COM 256163106 7,243 -714 -8.97 401 -5.65 0.0201
2022-10-27 2022-09-30 13F DOCUSIGN COM 256163106 7,957 -1,602 -16.76 425 -22.45 0.0222
2022-08-08 2022-06-30 13F DOCUSIGN COM 256163106 9,559 830 9.51 548 -41.39 0.0279
2022-05-04 2022-03-31 13F DOCUSIGN COM 256163106 8,729 -12,384 -58.66 935 -70.92 0.0392
2022-02-10 2021-12-31 13F DOCUSIGN COM 256163106 21,113 5,624 36.31 3,215 -19.36 0.1390
2021-11-12 2021-09-30 13F DOCUSIGN COM 256163106 15,489 -1,414 -8.37 3,987 -15.62 0.1986
2021-08-16 2021-06-30 13F/A-1 DOCUSIGN COM 256163106 16,903 -2,996 -15.06 4,725 17.30 0.2369
2021-08-12 2021-06-30 13F DOCUSIGN COM 256163106 16,903 -2,996 4,725 0.2433
2021-05-06 2021-03-31 13F DOCUSIGN COM 256163106 19,899 16,250 445.33 4,028 397.28 0.2390
2021-02-12 2020-12-31 13F DOCUSIGN COM 256163106 3,649 3,219 748.60 810 770.97 0.0558
2020-11-04 2020-09-30 13F DOCUSIGN COM 256163106 430 -4,842 -91.84 93 -89.76 0.0355
2020-08-10 2020-06-30 13F DOCUSIGN COM 256163106 5,272 2,468 88.02 908 250.58 0.0804
2020-05-15 2020-03-31 13F DOCUSIGN COM 256163106 2,804 2,804 259 0.0275
2020-02-12 2019-12-31 13F DOCUSIGN COM 256163106 0 -9,455 -100.00 0 -100.00
2019-10-22 2019-09-30 13F DOCUSIGN COM 256163106 9,455 -110 -1.15 585 17.47 0.0601
2019-08-14 2019-06-30 13F/A-1 DOCUSIGN COM 256163106 9,565 180 1.92 498 -1.39 0.0559
2019-08-14 2019-06-30 13F DOCUSIGN COM 256163106 6,200 -3,185 254
2019-05-02 2019-03-31 13F DOCUSIGN COM 256163106 9,385 3,185 51.37 505 98.82 0.1662
2019-02-13 2018-12-31 13F DOCUSIGN COM 256163106 6,200 -180 -2.82 254 -13.01 0.0513
2018-10-25 2018-09-30 13F DOCUSIGN COM 256163106 6,380 -2,440 -27.66 292 -39.42 0.0544
2018-07-18 2018-06-30 13F DOCUSIGN COM 256163106 8,820 8,820 482 0.0653
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.