Docusign (DOCU) reported fiscal second-quarter revenue of $875.7 million, up 9% year over year, for the quarter ended July 31, 2026. GAAP net income was $77.7 million, while GAAP diluted net income per share was $0.40.
The company increased its fiscal 2027 outlook for revenue, ARR and IAM’s share of total ARR. It forecast third-quarter revenue of $886 million to $890 million and full-year revenue of $3.499 billion to $3.507 billion.
- GAAP basic EPS was $0.41 on 191 million shares outstanding; diluted EPS was $0.40 on 193 million shares outstanding.
- IAM represented 15.1% of total ARR as of July 31, versus 12.6% as of April 30.
- GAAP gross margin was 79.7%, compared with 79.3% a year earlier.
- Operating cash flow was $334.5 million and free cash flow was $295.8 million, or a 34% margin.
- Cash, cash equivalents and investments totaled $973.1 million at quarter-end; common-stock repurchases were $306.5 million.
$DOCU Insider Trading Activity
$DOCU insiders have traded $DOCU stock on the open market 31 times in the past 6 months. Of those trades, 0 have been purchases and 31 have been sales.
Here’s a breakdown of recent trading of $DOCU stock by insiders over the last 6 months:
- ALLAN C. THYGESEN (President and CEO) has made 0 purchases and 5 sales selling 52,500 shares for an estimated $2,462,292.
- BLAKE JEFFREY GRAYSON (Chief Financial Officer) has made 0 purchases and 3 sales selling 30,000 shares for an estimated $1,583,226.
- ROBERT CHATWANI (President General Mgr, Growth) has made 0 purchases and 7 sales selling 32,598 shares for an estimated $1,486,982.
- JAMES P SHAUGHNESSY (Chief Legal Officer) has made 0 purchases and 5 sales selling 24,000 shares for an estimated $1,108,489.
- PAULA HANSEN (Chief Revenue Officer) has made 0 purchases and 4 sales selling 12,000 shares for an estimated $554,266.
- MARY AGNES WILDEROTTER sold 3,000 shares for an estimated $144,450
- ANNA MARRS has made 0 purchases and 3 sales selling 1,091 shares for an estimated $54,846.
- JAMES A BEER has made 0 purchases and 2 sales selling 900 shares for an estimated $53,577.
- TERESA BRIGGS sold 365 shares for an estimated $18,264
To track insider transactions, check out Quiver Quantitative's insider trading dashboard. You can access data on insider stock transactions through the Quiver Quantitative API insider transaction endpoint.
$DOCU Hedge Fund Activity
We have seen 330 institutional investors add shares of $DOCU stock to their portfolio, and 505 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- AQR CAPITAL MANAGEMENT LLC added 4,128,800 shares (+85.2%) to their portfolio in Q2 2026, for an estimated $183,401,296
- JERICHO CAPITAL ASSET MANAGEMENT L.P. removed 3,000,000 shares (-100.0%) from their portfolio in Q2 2026, for an estimated $133,260,000
- NEWLANDS MANAGEMENT OPERATIONS LLC removed 2,922,708 shares (-100.0%) from their portfolio in Q1 2026, for an estimated $138,565,586
- POINT72 ASSET MANAGEMENT, L.P. removed 2,239,522 shares (-100.0%) from their portfolio in Q2 2026, for an estimated $99,479,567
- AMERIPRISE FINANCIAL INC added 2,129,192 shares (+52.8%) to their portfolio in Q2 2026, for an estimated $94,578,708
- MILLENNIUM MANAGEMENT LLC removed 1,982,778 shares (-96.6%) from their portfolio in Q2 2026, for an estimated $88,074,998
- D. E. SHAW & CO., INC. added 1,874,363 shares (+inf%) to their portfolio in Q2 2026, for an estimated $83,259,204
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard. You can access data on hedge funds moves and 13F filings through the Quiver Quantitative API 13F endpoint.
