Institutional shares held 159 Million
8.98M calls
5.85M puts
Total value of holdings $13B
$734M calls
$478M puts
Market Cap $16.4B
200,779,008 Shares Out.
Institutional ownership 79.32%
# of Institutions 917


Latest Institutional Activity in DOCU

Top Purchases

Q1 2025
Victory Capital Management Inc Shares Held: 735K ($60.1M)
Q1 2025
Massachusetts Financial Services CO Shares Held: 591K ($48.3M)
Q1 2025
Wealth Enhancement Advisory Services, LLC Shares Held: 108K ($8.85M)
Q1 2025
Harel Insurance Investments & Financial Services Ltd. Shares Held: 90.4K ($7.39M)
Q1 2025
Paradiem, LLC Shares Held: 53.5K ($4.38M)

Top Sells

Q1 2025
Teacher Retirement System Of Texas Shares Held: 264K ($21.6M)
Q1 2025
Gamma Investing LLC Shares Held: 3.52K ($288K)
Q1 2025
Robeco Institutional Asset Management B.V. Shares Held: 491K ($40.1M)
Q1 2025
Grimes & Company, Inc. Shares Held: 11K ($897K)
Q1 2025
Assenagon Asset Management S.A. Shares Held: 240K ($19.6M)

About DOCU

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 (AI) to search and analyze agreements by legal concepts and clauses; Gen for Salesforce, which allows sales representatives to automatically generate agreements with a few clicks from within Salesforce; Negotiate for Salesforce that supports for approvals, document comparisons, and version control; Analyzer, which helps customers understand what they're signing before they sign it; and CLM+ that provide AI-driven contract lifecycle management. The company provides Guided Forms, which enable complex forms to be filled via an interactive and step-by-step process; Click that supports no-signature-required agreements for standard terms and consents; Identify, a signer-identification option for checking government-issued IDs; Standards-Based Signatures, which support signatures that involve digital certificates; Payments that enables customers to collect signatures and payment; Remote Online Notary is a solution using audio-visual and identify verification technologies to enable notarization; and Monitor using advanced analytics to track DocuSign eSignature web, mobile, and API account. It offers industry-specific cloud offerings, including Rooms for Real Estate that provides a way for brokers and agents to manage the entire real estate transaction digitally; Rooms for Mortgage, which offers digital workspace to create and close mortgages; 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. The company sells its products through direct, partner-assisted, and Web-based sales. It serves enterprise, commercial, and small businesses. The company was incorporated in 2003 and is headquartered in San Francisco, California.


Insider Transactions at DOCU

Insider Transaction List

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Date Insider Transaction Ownership Type Shares Traded Value / Price
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Last 12 Months Summary

Buy / Acquisition
2.12M Shares
From 15 Insiders
Exercise of conversion of derivative security 2.12M shares
Grant, award, or other acquisition 402 shares
Sell / Disposition
2.13M Shares
From 15 Insiders
Open market or private sale 1.71M shares
Payment of exercise price or tax liability 422K shares

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P - Open market or private purchase×
S - Open market or private sale×
V - Transaction voluntarily reported earlier than required×
A - Grant, award, or other acquisition×
D - Sale (or disposition) back to the issuer×
F - Payment of exercise price or tax liability×
I - Discretionary transaction×
M - Exercise of conversion of derivative security×
C - Conversion of derivative security×
E - Expiration of short derivative position×
H - Expiration (or cancellation) of long derivative position with value received×
O - Exercise of out-of-the-money derivative securities×
X - Exercise of in-the-money or at-the-money derivatives securities×
G - Bona fide gift×
L - Small Acquisition×
W - Acquisition or disposition by will or laws×
Z - Deposit into or withdrawal from voting trust×
J - Other acquisition or disposition×
K - Transaction in equity swap or similar instrument×
U - Disposition due to a tender of shares in a change of control transaction×
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