DocuSign, Inc.
US ˙ NasdaqGS ˙ US2561631068

SecurityDOCU / DocuSign, Inc.
InstitutionIFP Advisors, Inc
Latest Disclosed Ownership2,825 shares
Latest Disclosed Value $ 133,933
IFP Advisors, Inc reports 7.09% increase in ownership of DOCU / DocuSign, Inc.

On April 13, 2026 - IFP Advisors, Inc filed a 13F-HR form disclosing ownership of 2,825 shares of DocuSign, Inc. (US:DOCU) valued at $133,933 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 6, 2026 disclosing 2,638 shares of DocuSign, Inc.. This represents a change in shares of 7.09% during the quarter. The current value of the position is $148,030 USD.

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)
2026-04-13 2026-03-31 13F DOCUSIGN cs 256163106 2,825 187 7.09 134 -26.11 0.0028
2026-02-06 2025-12-31 13F DOCUSIGN cs 256163106 2,638 653 32.90 180 25.87 0.0041
2026-02-06 2025-09-30 13F/A-1 DOCUSIGN cs 256163106 1,985 503 33.94 143 -21.86 0.0037
2025-12-02 2025-09-30 13F DOCUSIGN cs 256163106 1,955 473 145 0.0037
2025-07-24 2025-06-30 13F DOCUSIGN cs 256163106 1,482 -1,254 -45.83 184 -17.57 0.0052
2025-05-05 2025-03-31 13F DOCUSIGN cs 256163106 2,736 -62 -2.22 223 -11.90 0.0069
2025-02-04 2024-12-31 13F DOCUSIGN cs 256163106 2,798 1,997 249.31 252 414.29 0.0083
2025-02-04 2024-09-30 13F DOCUSIGN cs 256163106 801 89 12.50 50 28.95 0.0018
2024-07-30 2024-06-30 13F DOCUSIGN cs 256163106 712 27 3.94 38 -5.00 0.0015
2024-07-30 2024-03-31 13F DOCUSIGN cs 256163106 685 -235 -25.54 41 -25.93 0.0018
2024-01-09 2023-12-31 13F DOCUSIGN cs 256163106 920 156 20.42 55 68.75 0.0026
2023-10-12 2023-09-30 13F DOCUSIGN cs 256163106 764 -119 -13.48 32 -28.89 0.0014
2023-08-14 2023-06-30 13F/A-1 DOCUSIGN cs 256163106 883 -30 -3.29 45 -2.17 0.0019
2023-08-04 2023-06-30 13F DOCUSIGN cs 256163106 883 -30 44 0.0020
2023-04-18 2023-03-31 13F DOCUSIGN cs 256163106 913 -1,525 -62.55 46 0.0020
2023-02-07 2022-12-31 13F DOCUSIGN cs 256163106 2,438 -951 -28.06 0 -100.00 0.0038
2022-11-08 2022-09-30 13F DOCUSIGN cs 256163106 3,389 967 39.93 193 34.97 0.0050
2022-09-06 2022-06-30 13F/A-1 DOCUSIGN cs 256163106 2,422 0 0.00 143 0.00 0.0046
2022-08-12 2022-06-30 13F DOCUSIGN INC COM Stock 256163106 9 -2,413 1 0.0018
2022-09-06 2022-03-31 13F/A-1 DOCUSIGN cs 256163106 2,422 1,570 184.27 143 5.93 0.0046
2022-08-08 2022-03-31 13F DOCUSIGN INC COM Stock 256163106 1,200 348 71 0.0014
2022-01-12 2021-12-31 13F DOCUSIGN INC COM Stock 256163106 852 -799 -48.39 135 -68.60 0.0026
2021-10-06 2021-09-30 13F DOCUSIGN INC COM Stock 256163106 1,651 270 19.55 430 9.41 0.0086
2021-07-13 2021-06-30 13F DOCUSIGN INC COM Stock 256163106 1,381 -781 -36.12 393 -11.09 0.0081
2021-04-30 2021-03-31 13F DOCUSIGN INC COM Stock 256163106 2,162 -248 -10.29 442 -17.23 0.0086
2021-01-25 2020-12-31 13F DOCUSIGN INC COM Stock 256163106 2,410 1,081 81.34 534 86.71 0.0216
2020-10-29 2020-09-30 13F DOCUSIGN INC COM Stock 256163106 1,329 619 87.18 286 132.52 0.0171
2020-08-05 2020-06-30 13F DOCUSIGN INC COM Stock 256163106 710 360 102.86 123 324.14 0.0097
2020-05-12 2020-03-31 13F DOCUSIGN INC COM Stock 256163106 350 -5,295 -93.80 29 -93.24 0.0029
2020-01-17 2019-12-31 13F DOCUSIGN INC COM Stock 256163106 5,645 -45 -0.79 429 22.22 0.0322
2019-11-07 2019-09-30 13F DOCUSIGN INC COM Stock 256163106 5,690 5,615 7,486.67 351 8,675.00 0.0235
2019-05-15 2019-03-31 13F DOCUSIGN Stock 256163106 75 0 0.00 4 33.33 0.0005
2019-06-03 2018-12-31 13F/A-10 DOCUSIGN INC COM Stock 256163106 75 -200 -72.73 3 -78.57 0.0002
2019-01-23 2018-12-31 13F DOCUSIGN INC COM Stock 256163106 75 -200 3 0.0002
2019-06-03 2018-09-30 13F/A-9 DOCUSIGN INC COM Stock 256163106 275 250 1,000.00 14 1,300.00 0.0006
2018-10-25 2018-09-30 13F DOCUSIGN INC COM Stock 256163106 275 250 14 0.0006
2019-06-03 2018-06-30 13F/A-8 DOCUSIGN INC COM Stock 256163106 25 25 -66.67 1 -75.00 0.0000
2018-08-07 2018-06-30 13F DOCUSIGN INC COM Stock 256163106 25 -50 1
2016-08-22 2016-06-30 13F DOCUSIGN Stock 256163106 0 -75 -100.00 0 -100.00
2019-06-03 2016-03-31 13F/A-1 DOCUSIGN Stock 256163106 75 75 4 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.