DocuSign, Inc.
MX ˙ BMV ˙ US2561631068
SecurityMX:DOCU / DocuSign, Inc.
InstitutionRockefeller Capital Management L.P.
Latest Disclosed Ownership350,427 shares
Latest Disclosed Value $ 16,613,744
Rockefeller Capital Management L.P. reports 47.17% increase in ownership of DOCU / DocuSign, Inc.

On May 14, 2026 - Rockefeller Capital Management L.P. filed a 13F-HR form disclosing ownership of 350,427 shares of DocuSign, Inc. (MX:DOCU) valued at $16,613,744 USD as of March 31, 2026. The entity filed a previous 13F-HR/A on March 16, 2026 disclosing 238,114 shares of DocuSign, Inc.. This represents a change in shares of 47.17% 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)
2026-05-14 2026-03-31 13F DOCUSIGN COM 256163106 350,427 112,313 47.17 16,614 2.01 0.0153
2026-03-16 2025-12-31 13F/A-1 DOCUSIGN COM 256163106 238,114 24,842 11.65 16,287 5.93 0.0293
2026-02-14 2025-12-31 13F DOCUSIGN COM 256163106 238,114 24,842 16,287 0.0149
2025-11-14 2025-09-30 13F DOCUSIGN COM 256163106 213,272 -1,887 -0.88 15,375 -8.26 0.0301
2025-08-14 2025-06-30 13F/A-1 DOCUSIGN COM 256163106 215,159 2,207 1.04 16,759 -3.32 0.0368
2025-08-08 2025-06-30 13F DOCUSIGN COM 256163106 215,159 2,207 16,759 0.0211
2025-05-14 2025-03-31 13F DOCUSIGN COM 256163106 212,952 -2,075 -0.96 17,334 -10.37 0.0428
2025-02-13 2024-12-31 13F DOCUSIGN COM 256163106 215,027 -248,761 -53.64 19,339 -32.84 0.0501
2024-11-14 2024-09-30 13F DOCUSIGN COM 256163106 463,788 -2,429 -0.52 28,797 15.45 0.0775
2024-08-12 2024-06-30 13F DOCUSIGN COM 256163106 466,217 43,350 10.25 24,943 -0.95 0.0709
2024-05-14 2024-03-31 13F DOCUSIGN COM 256163106 422,867 149,153 54.49 25,182 54.75 0.0735
2024-02-14 2023-12-31 13F DOCUSIGN COM 256163106 273,714 81,557 42.44 16,272 101.64 0.0544
2023-11-14 2023-09-30 13F DOCUSIGN COM 256163106 192,157 17,421 9.97 8,071 -9.60 0.0311
2023-08-14 2023-06-30 13F DOCUSIGN COM 256163106 174,736 31,800 22.25 8,927 111,487.50 0.0346
2023-05-16 2023-03-31 13F DOCUSIGN COM 256163106 142,936 4,943 3.58 8 -99.90 0.0358
2023-03-06 2022-12-31 13F DOCUSIGN COM 256163106 137,993 123,277 837.71 7,646 872.77 0.0384
2022-11-02 2022-09-30 13F DOCUSIGN COM 256163106 14,716 -88,933 -85.80 786 -86.78 0.0041
2022-08-12 2022-06-30 13F DOCUSIGN COM 256163106 103,649 -3,066 -2.87 5,946 -47.98 0.0316
2022-05-13 2022-03-31 13F DOCUSIGN COM 256163106 106,715 12,564 13.34 11,430 -20.29 0.0551
2022-02-14 2021-12-31 13F DOCUSIGN COM 256163106 94,151 3,364 3.71 14,339 -38.64 0.0669
2021-11-12 2021-09-30 13F DOCUSIGN COM 256163106 90,787 -14,801 -14.02 23,370 -20.83 0.1228
2021-08-10 2021-06-30 13F DOCUSIGN COM 256163106 105,588 -21,619 -17.00 29,519 14.63 0.1663
2021-05-11 2021-03-31 13F DOCUSIGN COM 256163106 127,207 -10,665 -7.74 25,752 -15.97 0.1743
2021-02-12 2020-12-31 13F DOCUSIGN COM 256163106 137,872 -18,098 -11.60 30,648 -8.70 0.2321
2020-11-13 2020-09-30 13F DOCUSIGN COM 256163106 155,970 3,061 2.00 33,570 27.49 0.3145
2020-08-12 2020-06-30 13F DOCUSIGN COM 256163106 152,909 -15,953 -9.45 26,332 68.76 0.2755
2020-05-12 2020-03-31 13F DOCUSIGN COM 256163106 168,862 -26,390 -13.52 15,603 7.82 0.2047
2020-02-07 2019-12-31 13F DOCUSIGN COM 256163106 195,252 -5,000 -2.50 14,471 16.71 0.1804
2019-11-12 2019-09-30 13F DOCUSIGN COM 256163106 200,252 -30,000 -13.03 12,399 8.34 0.1682
2019-08-09 2019-06-30 13F DOCUSIGN COM 256163106 230,252 -57,920 -20.10 11,445 -23.39 0.1596
2019-05-10 2019-03-31 13F DOCUSIGN COM 256163106 288,172 -19,750 -6.41 14,939 21.04 0.2129
2019-02-12 2018-12-31 13F DOCUSIGN COM 256163106 307,922 307,922 12,342 0.2163
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.