DocuSign, Inc. (DOCU)

In the past six months (October 2025 - March 2026), DocuSign's stock price has experienced a significant decline. As of March 27, 2026, the share price was $45.71, representing a 43.85% decrease from $81.40 on March 31, 2025. The stock's 52-week range has been between $40.16 and $94.67. On March 17, 2026, DocuSign announced its Q4 and fiscal year 2026 financial results, reporting total revenue of $836.9 million for Q4 and $3.2 billion for fiscal year 2026, with Annual Recurring Revenue (ARR) reaching $3,272 million and an EPS of $1.01 for Q4 2026. Concurrent with its Q4 and fiscal year 2026 earnings, DocuSign announced a $2.0 billion increase to its share repurchase program, bringing the total available for repurchase to $2.6 billion.

DocuSign experiences some demand seasonality, particularly in certain business contexts. The company's forward-looking statements acknowledge "the effects of seasonality" in their financial outlook. One notable area of seasonality is in the retail sector, where DocuSign's bulk send capabilities are ideal for managing seasonal employee hiring packets during periods of increased staffing needs. Additionally, DocuSign offers monthly billing options that are suitable for "seasonal businesses."

DocuSign, Inc., headquartered in San Francisco, California, specializes in managing electronic agreements with electronic signatures across various devices. Its core offering is its electronic signature product, which facilitates the digital signing of documents, ensuring compliance with regulations. DocuSign has expanded its product portfolio to include a comprehensive Intelligent Agreement Management (IAM) platform, which aims to streamline the entire agreement process through AI-powered data extraction, automated workflows, and centralized agreement management. Major products and applications under the IAM platform include Electronic Signature, Contract Lifecycle Management (CLM), Document Generation, Contract Analytics, Payments, Clickwraps, Electronic Notarization, IAM Core, IAM for Customer Experience, and IAM for Sales. DocuSign also offers over 1,000 pre-built integrations with other applications and provides APIs for developers to extend its solutions.

DocuSign serves approximately 1.7 million clients across 180 countries and maintains instances of its eSignature service in multiple regions, including the U.S., Canada, Germany, France, Netherlands, Ireland, Australia, and Japan. DocuSign utilizes secure data centers in the US and EU (e.g., Frankfurt) for regional eDocument storage, with redundant copies stored within the assigned region. While some customer account identity and audit trail data are shared between U.S. and E.U. instances for global access, actual eDocuments are stored only in the region of the account that sent them. DocuSign also has data centers in India and plans for further expansion in the Asia-Pacific (APAC) region.

DocuSign has maintained a strong brand reputation, particularly in the past year, marked by its recognition for innovation and a strategic rebranding effort. DocuSign was named to Fast Company's prestigious list of the World's Most Innovative Companies of 2026, recognizing its role in shaping industry and culture through innovation. In April 2024, DocuSign underwent a significant rebranding, shifting its focus from solely being an e-signature pioneer to leading a new category: Intelligent Agreement Management.

DocuSign, Inc. has a significant institutional ownership, with 811 institutional owners and shareholders holding a total of 167,954,463 shares, representing approximately 86.92% of the company's stock. The general public holds about a 12% stake, and insiders own approximately 1.00% of the company's stock. Major institutional owners include BlackRock, Inc., Vanguard Group Inc, and State Street Corp. Notable individual/insider shareholders include Jackson Square Ventures LLC, Sigma Management 7 LLC, and Ignition GP II LLC.