NASDAQ · Technology

DOCUSIGN INC DOCU

DocuSign, Inc. provides electronic signature solution in the United States and internationally. The company offers AI-powered intelligent agreement management (IAM) platform to optimize the gain intelligence and automation across the entire agreement lifecycle; and provides e-signature solution that enables sending and signing of agreements on various devices; Contract Lifecycle Management (CLM), which automates workflows across the entire agreement process; and Document Generation streamlines the process of generating new, custom agreements.

Computer Software: Prepackaged Software

Company profile

Business mix

  • The company offers AI-powered intelligent agreement management (IAM) platform to optimize the gain intelligence and automation across the entire agreement lifecycle.
  • It also provides Identify, a signer-identification option for checking government-issued IDs; Standards-Based Signatures, which support signatures that involve digital certificates; Monitor that uses advanced analytics.
  • In addition, the company offers Real Estate for eSignature that provides a way for brokers and agents to manage the entire real estate transaction digitally.
  • eSignature and CLM are Federal Risk and Authorization Management Program (FedRAMP), an authorized version of DocuSign eSignature for U.S. federal government agencies; and life sciences modules that support compliance with the electronic signature practices.

Current key questions

  • Can demand for the company's products and platforms keep growing within software - application?
  • How durable are margins as product cycles, R&D spending, cloud or AI investment, and competition change?
  • Does customer concentration, switching cost, or ecosystem control support long-term pricing power?
Holders 1 Current sample portfolio
Public mentions 0 Videos / interviews / letters
Valuation snapshot
PE 30.69 FCF 12.41% Buyback 2.86%
2026-06-07

Current firm holders

Firm Weight Value Filing period
Gotham Asset Management Joel Greenblatt 0.1% $34.3M 2026-03-31

Recent trading changes over the last 1 quarters

Net buyers 1 Last 1 13F filing periods
Net reducers 3 Last 1 13F filing periods
Unchanged holders 0 Share count unchanged
Increase amount $26.0M Estimated from net added shares
Reduction amount $73.6M Estimated from net reduced shares
Net share change / base shares -65.4% -1,619,004 / 2,475,975
Duquesne Family Office Stanley Druckenmiller 1 filing periods
13F 2026-03-31 Filed 2026-05-15
Sold out Shares -100.0% 13F value change -$69,705
Settlement As of 13F 2026-03-31 · Filed 2026-05-15
Base shares 1,019,085 Last 1 periods -1,019,085 (-100.0%) Total shares 0 Value $0
Bridgewater Associates Ray Dalio 1 filing periods
13F 2026-03-31 Filed 2026-05-15
Major reduction Shares -79.8% 13F value change -$38.6M
Settlement As of 13F 2026-03-31 · Filed 2026-05-15
Base shares 656,869 Last 1 periods -524,091 (-79.8%) Total shares 132,778 Value $6.3M
Gotham Asset Management Joel Greenblatt 1 filing periods
13F 2026-03-31 Filed 2026-05-15
Major increase Shares 313.8% 13F value change +$22.4M
Settlement As of 13F 2026-03-31 · Filed 2026-05-15
Base shares 175,021 Last 1 periods +549,172 (+313.8%) Total shares 724,193 Value $34.3M
Third Point Dan Loeb 1 filing periods
13F 2025-09-30 Filed 2025-11-14
Sold out Shares -100.0% 13F value change -$48.7M
Settlement As of 13F 2025-09-30 · Filed 2025-11-14
Base shares 625,000 Last 1 periods -625,000 (-100.0%) Total shares 0 Value $0

Recent mentions

No public mentions.