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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.

Sources StockAnalysis company profile stockanalysis.com
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 4 quarters

Last 1 quarters Last 2 quarters Last 3 quarters Last 4 quarters
Net buyers 1 Last 4 13F filing periods
Net reducers 2 Last 4 13F filing periods
Unchanged holders 1 Share count unchanged
Increase amount $34.3M Estimated from net added shares
Reduction amount $1.6M Estimated from net reduced shares
Net share change / base shares -30.8% -381,860 / 1,238,831
Duquesne Family Office Stanley Druckenmiller 4 filing periods
13F 2025-06-30 Filed 2025-08-15
Major increase Shares 20.1% 13F value change +$13,035
13F 2025-09-30 Filed 2025-11-14
Major increase Shares 30.6% 13F value change +$21,028
13F 2025-12-31 Filed 2026-02-17
Major reduction Shares -39.6% 13F value change -$51,835
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 1,074,655 Last 4 periods -1,074,655 (-100.0%) Total shares 0 Value $0
Bridgewater Associates Ray Dalio 3 filing periods
13F 2025-09-30 Filed 2025-11-13
Major increase Shares 145.6% 13F value change +$16.3M
13F 2025-12-31 Filed 2026-02-13
Major increase Shares 62.9% 13F value change +$15.9M
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 164,176 Last 4 periods -31,398 (-19.1%) Total shares 132,778 Value $6.3M
Gotham Asset Management Joel Greenblatt 4 filing periods
13F 2025-03-31 Filed 2025-05-15
New Shares - 13F value change +$20.0M
13F 2025-06-30 Filed 2025-08-14
Minor reduction Shares -10.7% 13F value change -$2.9M
13F 2025-09-30 Filed 2025-11-14
Minor reduction Shares -6.6% 13F value change -$2.3M
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 0 Last 4 periods +724,193 (New) Total shares 724,193 Value $34.3M
Third Point Dan Loeb 2 filing periods
13F 2025-06-30 Filed 2025-08-14
New Shares - 13F value change +$48.7M
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 0 Last 4 periods +0 (New) Total shares 0 Value $0

Recent mentions

No public mentions.