Creative Planning Docusign, Inc. Transaction History

Creative Planning

$101 Billion
Q3 2024

A detailed history of Creative Planning transactions in Docusign, Inc. stock. As of the latest transaction made, Creative Planning holds 14,453 shares of DOCU stock, worth $1.33 Million. This represents 0.0% of its overall portfolio holdings.

Number of Shares

14,453

Previous 13,687 5.6%

Holding current value

$1.33 Million

Previous $732,000 22.54%

% of portfolio

0.0%

Previous 0.0%

24 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 11, 2024	BUY	$49.73 - $62.53 $38,093 - $47,897	766 Added 5.6%	14,453 $897,000
Q2 2024 Aug 15, 2024	BUY	$50.84 - $61.13 $58,821 - $70,727	1,157 Added 9.23%	13,687 $732,000
Q1 2024 May 10, 2024	BUY	$49.98 - $63.55 $2,349 - $2,986	47 Added 0.38%	12,530 $746,000
Q4 2023 Feb 14, 2024	SELL	$38.53 - $63.11 $146,067 - $239,250	-3,791 Reduced 23.29%	12,483 $742,000
Q3 2023 Nov 16, 2023	SELL	$41.04 - $54.18 $3,447 - $4,551	-84 Reduced 0.51%	16,274 $683,000
Q2 2023 Jul 21, 2023	SELL	$47.4 - $59.15 $112,101 - $139,889	-2,365 Reduced 12.63%	16,358 $835,000
Q1 2023 May 15, 2023	SELL	$49.69 - $67.83 $25,192 - $34,389	-507 Reduced 2.64%	18,723 $1.09 Million
Q4 2022 Feb 10, 2023	SELL	$39.8 - $59.55 $241,347 - $361,111	-6,064 Reduced 23.97%	19,230 $1.07 Million
Q3 2022 Nov 03, 2022	SELL	$51.67 - $75.85 $31,673 - $46,496	-613 Reduced 2.37%	25,294 $1.35 Million
Q2 2022 Aug 15, 2022	BUY	$56.81 - $112.28 $454,195 - $897,678	7,995 Added 44.63%	25,907 $1.49 Million
Q1 2022 May 16, 2022	BUY	$73.24 - $157.01 $206,610 - $442,925	2,821 Added 18.69%	17,912 $1.92 Million
Q4 2021 Feb 11, 2022	SELL	$135.09 - $284.11 $454,037 - $954,893	-3,361 Reduced 18.21%	15,091 $2.3 Million
Q3 2021 Nov 10, 2021	SELL	$256.89 - $310.05 $550,515 - $664,437	-2,143 Reduced 10.41%	18,452 $4.75 Million
Q2 2021 Aug 04, 2021	SELL	$180.16 - $284.48 $2.13 Million - $3.37 Million	-11,829 Reduced 36.48%	20,595 $5.76 Million
Q1 2021 Apr 30, 2021	BUY	$192.84 - $265.16 $804,142 - $1.11 Million	4,170 Added 14.76%	32,424 $6.56 Million
Q4 2020 Jan 29, 2021	BUY	$197.6 - $251.6 $722,425 - $919,849	3,656 Added 14.86%	28,254 $6.28 Million
Q3 2020 Nov 05, 2020	BUY	$178.96 - $268.8 $1.24 Million - $1.86 Million	6,931 Added 39.23%	24,598 $5.29 Million
Q2 2020 Jul 23, 2020	BUY	$79.0 - $177.58 $989,317 - $2.22 Million	12,523 Added 243.45%	17,667 $3.04 Million
Q1 2020 May 05, 2020	SELL	$68.68 - $92.4 $232,550 - $312,866	-3,386 Reduced 39.7%	5,144 $475,000
Q4 2019 Jan 30, 2020	SELL	$60.76 - $75.57 $371,182 - $461,657	-6,109 Reduced 41.73%	8,530 $632,000
Q3 2019 Nov 01, 2019	SELL	$43.91 - $64.8 $807,285 - $1.19 Million	-18,385 Reduced 55.67%	14,639 $906,000
Q2 2019 Jul 26, 2019	SELL	$47.9 - $57.66 $10,202 - $12,281	-213 Reduced 0.64%	33,024 $1.64 Million
Q1 2019 Apr 24, 2019	SELL	$38.83 - $58.85 $47,838 - $72,503	-1,232 Reduced 3.57%	33,237 $1.72 Million
Q4 2018 Feb 01, 2019	BUY	$37.41 - $48.85 $1.29 Million - $1.68 Million	34,469 New	34,469 $1.38 Million

Others Institutions Holding DOCU

# of Institutions

814

Shares Held

157M

Call Options Held

5.37M

Put Options Held

4.51M

View Full List

About DOCUSIGN, INC.

Ticker DOCU
Exchange NASDAQ
Sector Technology
Industry Software—Application
Shares Outstandng 200,779,008
Market Cap $18.4B
Description
DocuSign, Inc. provides electronic signature software in the United States and internationally. The company provides e-signature solution that enables businesses to digitally prepare, sign, act on, and manage agreements. It also offers CLM, which automates workflows across the entire agreement process; Insights that use artificial intelligence (...

More about DOCU

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Creative Planning Docusign, Inc. Transaction History