Follow-The-Filings

Security

DOCU

Docusign Inc. · COM

Equity holders as of 2026 Q1 (each manager’s latest book)

3 owners 3 exits max 0.0% (Vanguard Group Inc.)

grid → activity →
owners 3
max % 0.0%
tracked value $1.5B
qoq R 2 E 3

Conviction

Largest portfolio weights among featured holders · not free-float ownership

  1. Vanguard Group 0.02%

holders

sorted by % of portfolio · long equity only · exits show last held size

history
Vanguard Group Inc. 2025 Q4 stale 0.02% Reduce −0.7% 21,467,635 $1.5B hist
Richard Pzena - Pzena Investment Management LLC 2026 Q1 0% — 4,510 $214 hist
Ancora Advisors LLC 2026 Q1 0% Reduce −13.2% 347 $16 hist
Spencer Waxman - Shannon River Fund Management LLC exited 2026 Q1 last 2025 Q4 1.7% Exit −1.68 pp 156,813 $11M hist
Stanley Druckenmiller - Duquesne Family Office LLC exited 2026 Q1 last 2025 Q4 1.6% Exit −1.55 pp 1,019,085 $70M hist
Natixis Advisors, LLC exited 2026 Q1 last 2025 Q4 0% Exit 0.00 pp 15,649 $1M hist

3 current · 3 exited last period · options excluded

financials

US-GAAP annual · as tagged in Form 10-K · fiscal years · values link to the SEC filing

Income statement

Metric FY2023 FY2024 FY2025 FY2026
Revenue $2.52B $2.76B $2.98B $3.22B
Gross profit $1.98B $2.19B $2.36B $2.56B
Gross margin * 78.7% 79.3% 79.1% 79.4%
Net income -$97.45M $73.98M $1.07B $309.08M
Net margin * -3.9% 2.7% 35.9% 9.6%

Balance sheet

Metric FY2023 FY2024 FY2025 FY2026
Total current assets $1.63B $1.57B $1.49B $1.49B
Total non-current assets * $1.38B $1.4B $2.52B $2.74B
Total assets $3.01B $2.97B $4.01B $4.23B
Total current liabilities $2.21B $1.66B $1.83B $2.04B
Total non-current liabilities * $187.11M $180.93M $178.1M $272.32M
Total equity $617.29M $1.13B $2B $1.92B

Cash flow

Metric FY2023 FY2024 FY2025 FY2026
Cash from operations $506.76M $979.53M $1.02B $1.17B
Cash from investing -$191.2M $44.61M -$312.88M -$126.78M
Cash from financing -$98.26M -$946.04M -$838.79M -$1.1B
Net change in cash $213.52M $78.3M -$141.94M -$41.4M

Source: SEC companyfacts (US-GAAP 10-K) · * = computed (not a single XBRL tag) · fiscal year as labeled by the issuer · not adjusted or audited by Follow-The-Filings

ownership over time

filing count by report period · click a bar for that quarter’s holders