Docusign (DOCU)
Extends electronic signatures across contract preparation, execution, management, and AI-assisted analysis.
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Provides eSignature and agreement-lifecycle tools spanning document preparation, execution, management, identity, notarization, and AI-supported analysis. Operating as one reportable segment, the portfolio centers on the flagship signing product while IAM extends into contract review, workflow, and portfolio insight.
Anchored by eSignature, the product set covers document preparation, signature, identity, click-to-agree, contract lifecycle management, remote online notarization, and post-signature analysis. Agreement Cloud assembled these capabilities across the prepare-sign-act-manage workflow, while Intelligent Agreement Management adds AI-supported review, workflow, and portfolio insight.
Built from Seattle origins and now headquartered in San Francisco, the business expanded internationally as an enterprise software platform. Product execution has centered on folding acquired capabilities from SpringCM, Seal, Liveoak, and Lexion into named workflow layers rather than operating them as a financial roll-up.
Demand accelerated when remote work pushed agreements online, then slowed as that surge normalized. The company reports one operating segment, so performance depends on adoption and integration of its unified agreement platform, customer trust in secure execution, and continued expansion beyond electronic signatures.
Company facts
Target rangeAs of Sep 21, 2026
Latest analyst notes
| Date | Firm | Action | Prior | Current |
|---|---|---|---|---|
| Sep 4, 2026 | UBS | Reiterate | Rating: —Target: $60 | Target: $70 |
| Sep 4, 2026 | Piper Sandler | Reiterate | Rating: —Target: $60 | Target: $75 |
| Sep 4, 2026 | Robert W. Baird | Target | Target: $75 | Target: $72 |
| Sep 4, 2026 | Morgan Stanley | Reiterate | Rating: —Target: $62 | Target: $75 |
| Sep 4, 2026 | Wells Fargo | Reiterate | Rating: —Target: $55 | Target: $60 |
EPSReportedEstimate
RevenueReportedEstimate
Balance sheet, Jul 31, 2026Cash & short-term investments $777.7M · Total debt $183.1M · Total assets $3.96B · Shareholders' equity $1.72B
- Revenue
- $875.7M
- Operating income
- $117.6M
- Net income
- $77.7M
No dividends on record.
| Institutions | 95.69% | 178.85M shares | |
|---|---|---|---|
| 705 holders · as of Jun 30, 2026 | |||
| Insiders | 1.00% | 1.87M shares | |
| 17 holders · as of Sep 21, 2026 | |||
| Strategic holders | 6.64% | 12.42M shares | |
| 1 holder · as of Feb 14, 2019 | |||
| Adds to | 103.33% | ||
186.90M company shares as of Sep 22, 2026 · institutions as of Jun 30, 2026 · holders as of their latest filing
These groups come from separate filings that can overlap, so they add to 103.33%; nothing is left for Other.
Top shareholders13F · 13D/G · Form 4
| Holder | Stake | Shares | Date |
|---|---|---|---|
BlackRock, Inc.Institution | 11.17% | 20.87M | as of Jun 30, 2026 |
Sigma Management 7, L.L.C.1Strategic10 percent owner | 6.64% | 12.42M | filed Feb 14, 2019 |
Vanguard Portfolio Management LLCInstitution | 6.20% | 11.59M | as of Jun 30, 2026 |
AQR Capital Management LLCInstitution | 4.80% | 8.97M | as of Jun 30, 2026 |
Vanguard Capital Management LLCInstitution | 4.69% | 8.77M | as of Jun 30, 2026 |
- Sigma Management 7, L.L.C.'s own ownership statement (13G, Feb 14, 2019) reports fewer shares than the transaction reports; the statement is used.
Insider tradesForm 4
| Date | Insider | Role | Shares | Avg price |
|---|---|---|---|---|
| Sep 17, 2026 | Robert Chatwani | officer: President General Mgr, Growth | −14,676 | $69.41 |
| Sep 16, 2026 | Mary Agnes Wilderotter | director | −1,096 | $70.60 |
| Sep 14, 2026 | Anna Marrs | director | −548 | $67.00 |
| Sep 10, 2026 | Peter Solvik | director | −46,000 | $65.24 |
| Sep 10, 2026 | Teresa Briggs | director | −548 | $64.60 |
