Latest Institutional Transactions on Docusign, Inc. (DOCU)
This table provides information on the latest institutional transactions involving Docusign, Inc. (DOCU) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Mar 21, 2025
Q4 2024
|
Mascagni Wealth Management, Inc.
Clinton, MS |
BUY
|
- |
1.72KNew |
$105K - $184K
|
1.72K
$147K
|
|
|
Mar 18, 2025
Q4 2024
|
111 Capital
Paris, I0 |
BUY
|
- |
19.1KNew |
$1.17M - $2.05M
|
19.1K
$1.64M
|
|
|
Mar 17, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
2.58K+ 17.65% |
$159K - $276K
|
17.2K
$1.47M
|
|
|
Mar 12, 2025
Q4 2024
|
Palogic Value Management, L.P.
Dallas, TX |
BUY
|
- |
69+ 1.31% |
$4.24K - $7.38K
|
5.32K
$456K
|
|
|
Mar 12, 2025
Q4 2024
|
Centaurus Financial, Inc.
|
SELL
|
- |
-108- 1.99% |
$6.63K - $11.6K
|
5.33K
$457K
|
|
|
Mar 06, 2025
Q4 2024
|
Wood Tarver Financial Group, LLC
Boise, ID |
BUY
|
- |
422New |
$25.9K - $45.1K
|
422
$36.2K
|
|
|
Mar 04, 2025
Q4 2024
|
Brighton Jones LLC
|
SELL
|
- |
-1.71K- 17.0% |
$105K - $183K
|
8.36K
$716K
|
|
|
Mar 04, 2025
Q4 2024
|
Audent Global Asset Management, LLC
West Hollywood, CA |
BUY
|
- |
21.7K+ 382.58% |
$1.34M - $2.33M
|
27.4K
$2.35M
|
|
|
Mar 04, 2025
Q4 2024
|
Dogwood Wealth Management LLC
Lenexa, KS |
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
|
Mar 03, 2025
Q4 2024
|
Fluent Financial, LLC
|
BUY
|
- |
7.71KNew |
$474K - $825K
|
7.71K
$661K
|
|
|
Feb 28, 2025
Q4 2024
|
Universal Beteiligungs Und Servicegesellschaft Mb H
Frankfurt Am Main, 2M |
BUY
|
- |
161KNew |
$9.88M - $17.2M
|
161K
$13.8M
|
|
|
Feb 28, 2025
Q4 2024
|
Total Wealth Planning & Management, Inc.
Ponte Vedra Beach, FL |
BUY
|
- |
3.47KNew |
$213K - $371K
|
3.47K
$297K
|
|
|
Feb 28, 2025
Q4 2024
|
Park Square Financial Group, LLC
Roswell, GA |
BUY
|
- |
215New |
$13.2K - $23K
|
215
$18.4K
|
|
|
Feb 25, 2025
Q4 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-752- 21.5% |
$46.2K - $80.5K
|
2.75K
$235K
|
|
|
Feb 24, 2025
Q4 2024
|
United Advisor Group, LLC
Cincinnati, OH |
SELL
|
- |
-361- 9.4% |
$22.2K - $38.6K
|
3.48K
$298K
|
|
|
Feb 24, 2025
Q4 2024
|
Garde Capital, Inc.
Seattle, WA |
SELL
|
- |
-250- 2.98% |
$15.4K - $26.7K
|
8.14K
$697K
|
|
|
Feb 21, 2025
Q4 2024
|
Putney Financial Group LLC
San Rafael, CA |
BUY
|
- |
722New |
$44.3K - $77.2K
|
722
$61.9K
|
|
|
Feb 19, 2025
Q4 2024
|
Formidable Asset Management, LLC
Cincinnati, OH |
SELL
|
- |
-1.55K- 23.42% |
$95.3K - $166K
|
5.08K
$435K
|
|
|
Feb 18, 2025
Q4 2024
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
BUY
|
- |
91New |
$5.59K - $9.74K
|
91
$7.8K
|
|
|
Feb 18, 2025
Q4 2024
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
2.46KNew |
$151K - $263K
|
2.46K
$210K
|
|
|
Feb 18, 2025
Q4 2024
|
Vega Investment Solutions
Paris, I0 |
BUY
|
- |
16.7KNew |
$1.03M - $1.79M
|
16.7K
$1.43M
|
|
|
Feb 18, 2025
Q4 2024
|
Public Employees Retirement System Of Ohio
Columbus, OH |
SELL
|
- |
-2.5K- 3.25% |
$153K - $267K
|
74.5K
$6.38M
|
|
|
Feb 14, 2025
Q4 2024
|
Redwood Investment Management, LLC
Scottsdale, AZ |
BUY
|
- |
15.8KNew |
$970K - $1.69M
|
15.8K
$1.35M
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Asset Management Americas Inc
Chicago, IL |
BUY
|
- |
50.4K+ 3.04% |
$3.1M - $5.4M
|
1.71M
$146M
|
|
|
Feb 14, 2025
Q4 2024
|
Macquarie Group LTD
Australia, C3 |
BUY
|
- |
60.2K+ 46.13% |
$3.7M - $6.44M
|
191K
$16.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Siemens Fonds Invest Gmb H
Munich, 2M |
BUY
|
- |
8.58KNew |
$527K - $918K
|
8.58K
$735K
|
|
|
Feb 14, 2025
Q4 2024
|
Nuveen Asset Management, LLC
Chicago, IL |
SELL
|
- |
-5.5K- 1.04% |
$338K - $588K
|
523K
$44.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-621K- 66.55% |
$38.1M - $66.4M
|
312K
$26.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
PUT |
6.1K+ 210.34% |
$375K - $653K
|
9K
$771K
|
|
|
Feb 14, 2025
Q4 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
4.27K+ 40.65% |
$263K - $457K
|
14.8K
$1.27M
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
5.15K+ 11.79% |
$316K - $551K
|
48.8K
$4.18M
|
|
|
Feb 14, 2025
Q4 2024
|
Nippon Life Global Investors Americas, Inc.
|
BUY
|
- |
94.4KNew |
$5.8M - $10.1M
|
94.4K
$8.09M
|
|
|
Feb 14, 2025
Q4 2024
|
Credit Agricole S A
|
BUY
|
- |
34.1K+ 182.92% |
$2.1M - $3.65M
|
52.8K
$4.52M
|
|
|
Feb 14, 2025
Q4 2024
|
Hsbc Holdings PLC
London, X0 |
BUY
|
- |
98.4K+ 71.91% |
$6.04M - $10.5M
|
235K
$20.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Hsbc Holdings PLC
London, X0 |
BUY
|
CALL |
40.8K+ 94.01% |
$2.51M - $4.37M
|
84.2K
$7.21M
|
|
|
Feb 14, 2025
Q4 2024
|
Beck Capital Management, LLC
Austin, TX |
BUY
|
- |
64+ 0.75% |
$3.93K - $6.85K
|
8.55K
$732K
|
|
|
Feb 14, 2025
Q4 2024
|
Rafferty Asset Management, LLC
New York, NY |
BUY
|
- |
6.97K+ 33.78% |
$428K - $745K
|
27.6K
$2.36M
|
|
|
Feb 14, 2025
Q4 2024
|
Morgens Waterfall Vintiadis & CO Inc
New York, NY |
BUY
|
- |
72KNew |
$4.42M - $7.7M
|
72K
$6.17M
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-944K- 88.13% |
$58M - $101M
|
127K
$10.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
PUT |
648K+ 63.29% |
$39.8M - $69.3M
|
1.67M
$143M
|
|
|
Feb 14, 2025
Q4 2024
|
Nissay Asset Management Corp
Tokyo, M0 |
BUY
|
- |
40.3K+ 111.06% |
$2.47M - $4.31M
|
76.5K
$6.56M
|
|
|
Feb 14, 2025
Q4 2024
|
Polar Capital Holdings PLC
London, X0 |
BUY
|
- |
75.6KNew |
$4.65M - $8.09M
|
75.6K
$6.48M
|
|
|
Feb 14, 2025
Q4 2024
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-35.6K- 75.54% |
$2.18M - $3.81M
|
11.5K
$987K
|
|
|
Feb 14, 2025
Q4 2024
|
Driehaus Capital Management LLC
Chicago, IL |
SELL
|
- |
-89.1K- 28.87% |
$5.47M - $9.53M
|
219K
$18.8M
|
|
|
Feb 14, 2025
Q4 2024
|
State Street Corp
Boston, MA |
BUY
|
- |
2.8M+ 52.18% |
$172M - $300M
|
8.18M
$700M
|
|
|
Feb 14, 2025
Q4 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-2.79K- 52.06% |
$172K - $299K
|
2.57K
$220K
|
|
|
Feb 14, 2025
Q4 2024
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
234K+ 52.62% |
$14.4M - $25M
|
678K
$58.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Silvercrest Asset Management Group LLC
New York, NY |
BUY
|
- |
89.1KNew |
$5.47M - $9.53M
|
89.1K
$7.63M
|
|
|
Feb 14, 2025
Q4 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
2.93KNew |
$180K - $313K
|
2.93K
$251K
|
|
|
Feb 14, 2025
Q4 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-39- 3.65% |
$2.4K - $4.17K
|
1.03K
$88.2K
|