DocuSign, Inc.
MX ˙ BMV ˙ US2561631068
SecurityMX:DOCU / DocuSign, Inc.
InstitutionVident Advisory, LLC
Latest Disclosed Ownership11,485 shares
Latest Disclosed Value $ 544,504
Vident Advisory, LLC reports 75.23% decrease in ownership of DOCU / DocuSign, Inc.

On May 14, 2026 - Vident Advisory, LLC filed a 13F-HR form disclosing ownership of 11,485 shares of DocuSign, Inc. (MX:DOCU) valued at $544,504 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 18, 2026 disclosing 46,373 shares of DocuSign, Inc.. This represents a change in shares of -75.23% 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)
2026-05-14 2026-03-31 13F DOCUSIGN COM 256163106 11,485 -34,888 -75.23 545 -82.84 0.0015
2026-02-18 2025-12-31 13F DOCUSIGN COM 256163106 46,373 702 1.54 3,172 -3.68 0.0289
2025-11-14 2025-09-30 13F DOCUSIGN COM 256163106 45,671 529 1.17 3,292 -6.37 0.0315
2025-08-14 2025-06-30 13F DOCUSIGN COM 256163106 45,142 6,270 16.13 3,516 11.13 0.0395
2025-05-15 2025-03-31 13F DOCUSIGN COM 256163106 38,872 8,195 26.71 3,164 14.68 0.0462
2025-02-14 2024-12-31 13F DOCUSIGN COM 256163106 30,677 4,931 19.15 2,759 72.65 0.0484
2024-11-14 2024-09-30 13F DOCUSIGN COM 256163106 25,746 20,210 365.07 1,599 439.86 0.0402
2024-08-14 2024-06-30 13F DOCUSIGN COM 256163106 5,536 1,051 23.43 296 10.86 0.0082
2024-05-14 2024-03-31 13F DOCUSIGN COM 256163106 4,485 -39 -0.86 267 -0.37 0.0056
2024-02-14 2023-12-31 13F DOCUSIGN COM 256163106 4,524 -1,264 -21.84 269 10.29 0.0068
2024-02-21 2023-09-30 13F/A-01 DOCUSIGN COM 256163106 5,788 5,788 243 0.0075
2023-11-14 2023-09-30 13F DOCUSIGN COM 256163106 5,788 5,788 243 0.0061
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.