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 |
|---|---|---|---|---|---|---|---|
|
Jan 09, 2026
Q4 2025
|
Diversified Trust CO
|
BUY
|
- |
9.86KNew |
$661K - $721K
|
9.86K
$668K
|
|
|
Jan 09, 2026
Q4 2025
|
Assenagon Asset Management S.A.
|
BUY
|
- |
116K+ 20.86% |
$7.8M - $8.51M
|
674K
$45.7M
|
|
|
Jan 09, 2026
Q4 2025
|
Sg Americas Securities, LLC
|
BUY
|
- |
226K+ 1894.39% |
$15.1M - $16.5M
|
238K
$16.1M
|
|
|
Jan 09, 2026
Q4 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
SELL
|
- |
-10- 83.33% |
$670 - $731
|
2
$136
|
|
|
Jan 08, 2026
Q4 2025
|
Nordea Investment Management Ab
Stockholm, V7 |
BUY
|
- |
43.8K+ 3.79% |
$2.94M - $3.2M
|
1.2M
$81.2M
|
|
|
Jan 08, 2026
Q4 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-144K- 80.87% |
$9.66M - $10.5M
|
34.1K
$2.31M
|
|
|
Jan 08, 2026
Q4 2025
|
Grove Bank & Trust
|
SELL
|
- |
-201- 99.5% |
$13.5K - $14.7K
|
1
$67.8
|
|
|
Jan 08, 2026
Q4 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
3.66K+ 106.4% |
$245K - $268K
|
7.1K
$481K
|
|
|
Jan 08, 2026
Q4 2025
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
222+ 105.21% |
$14.9K - $16.2K
|
433
$29.3K
|
|
|
Jan 08, 2026
Q4 2025
|
Bennett Selby Investments LP
|
SELL
|
- |
-500- 6.42% |
$33.5K - $36.6K
|
7.29K
$494K
|
|
|
Jan 08, 2026
Q4 2025
|
Silver Lake Advisory, LLC
|
BUY
|
- |
9.02K+ 21.67% |
$604K - $659K
|
50.6K
$3.43M
|
|
|
Jan 08, 2026
Q4 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
17+ 17.35% |
$1.14K - $1.24K
|
115
$7.79K
|
|
|
Jan 08, 2026
Q4 2025
|
Tabr Capital Management, LLC
Orange, CA |
BUY
|
- |
50.6KNew |
$3.39M - $3.7M
|
50.6K
$3.43M
|
|
|
Jan 07, 2026
Q4 2025
|
Gilbert & Cook, Inc.
|
SELL
|
- |
-134- 1.74% |
$8.98K - $9.8K
|
7.55K
$512K
|
|
|
Jan 07, 2026
Q4 2025
|
Lake Hills Wealth Management, LLC
|
BUY
|
- |
3.82KNew |
$256K - $279K
|
3.82K
$259K
|
|
|
Jan 07, 2026
Q4 2025
|
Aventura Private Wealth, LLC
Aventura, FL |
BUY
|
- |
435New |
$29.1K - $31.8K
|
435
$29.5K
|
|
|
Jan 07, 2026
Q4 2025
|
Retirement Wealth Solutions LLC
Marshfield, WI |
SELL
|
- |
-19- 44.19% |
$1.27K - $1.39K
|
24
$1.63K
|
|
|
Jan 07, 2026
Q4 2025
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-52- 12.71% |
$3.48K - $3.8K
|
357
$24.2K
|
|
|
Jan 07, 2026
Q4 2025
|
Green Alpha Advisors, LLC
|
BUY
|
- |
448+ 4.72% |
$30K - $32.8K
|
9.93K
$673K
|
|
|
Jan 06, 2026
Q4 2025
|
Board Of The Pension Protection Fund
Croydon, X0 |
BUY
|
- |
4.7K+ 24.35% |
$315K - $344K
|
24K
$1.63M
|
|
|
Jan 06, 2026
Q4 2025
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
369New |
$24.7K - $27K
|
369
$25K
|
|
|
Jan 05, 2026
Q4 2025
|
Union Bancaire Privee, Ubp Sa
Geneva 1, V8 |
BUY
|
- |
1.71KNew |
$115K - $125K
|
1.71K
$116K
|
|
|
Jan 05, 2026
Q4 2025
|
Park Avenue Securities LLC
|
SELL
|
- |
-354- 2.34% |
$23.7K - $25.9K
|
14.8K
$1M
|
|
|
Jan 02, 2026
Q4 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-609- 22.55% |
$40.8K - $44.5K
|
2.09K
$142K
|
|
| Q3 2025 | |||||||
|
Jan 06, 2026
Q3 2025
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-1.03K- 10.64% |
$69.4K - $87.8K
|
8.67K
$588K
|
|
|
Dec 29, 2025
Q3 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-151- 78.65% |
$10.1K - $12.8K
|
41
$2.78K
|
|
|
Dec 16, 2025
Q3 2025
|
Garde Capital, Inc.
Seattle, WA |
SELL
|
- |
-2.58K- 33.22% |
$173K - $219K
|
5.19K
$352K
|
|
|
Dec 15, 2025
Q3 2025
|
Fny Investment Advisers, LLC
|
SELL
|
- |
-1.53K- 99.09% |
$103K - $130K
|
14
$949
|
|
|
Dec 02, 2025
Q3 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
473+ 31.92% |
$31.8K - $40.2K
|
1.96K
$132K
|
|
|
Dec 02, 2025
Q3 2025
|
Allworth Financial LP
|
BUY
|
- |
45+ 0.58% |
$3.02K - $3.83K
|
7.75K
$525K
|
|
|
Nov 26, 2025
Q3 2025
|
Strategic Advocates LLC
Logan, UT |
BUY
|
- |
694New |
$46.6K - $59K
|
694
$47K
|
|
|
Nov 21, 2025
Q3 2025
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-40- 45.98% |
$2.69K - $3.4K
|
47
$3.18K
|
|
|
Nov 21, 2025
Q3 2025
|
Cibc Bancorp Usa Inc.
Chicago, IL |
SELL
|
- |
-3.27K- 31.08% |
$219K - $278K
|
7.25K
$491K
|
|
|
Nov 21, 2025
Q3 2025
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-1.26K- 76.14% |
$84.4K - $107K
|
394
$26.7K
|
|
|
Nov 20, 2025
Q3 2025
|
Asset Dedication, LLC
|
SELL
|
- |
-27- 57.45% |
$1.81K - $2.3K
|
20
$1.36K
|
|
|
Nov 20, 2025
Q3 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-131- 15.76% |
$8.8K - $11.1K
|
700
$47.4K
|
|
|
Nov 20, 2025
Q3 2025
|
Centaurus Financial, Inc.
|
BUY
|
- |
184+ 3.41% |
$12.4K - $15.6K
|
5.58K
$378K
|
|
|
Nov 20, 2025
Q3 2025
|
Emc Capital Management
Houston, TX |
BUY
|
- |
200+ 200.0% |
$13.4K - $17K
|
300
$20.3K
|
|
|
Nov 19, 2025
Q3 2025
|
Caitong International Asset Management Co., LTD
Hong Kong, K3 |
BUY
|
- |
286New |
$19.2K - $24.3K
|
286
$19.4K
|
|
|
Nov 19, 2025
Q3 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
723+ 21.12% |
$48.5K - $61.5K
|
4.15K
$281K
|
|
|
Nov 19, 2025
Q3 2025
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-807- 4.35% |
$54.2K - $68.6K
|
17.7K
$1.2M
|
|
|
Nov 19, 2025
Q3 2025
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-390- 12.01% |
$26.2K - $33.2K
|
2.86K
$194K
|
|
|
Nov 18, 2025
Q3 2025
|
Livforsakringsbolaget Skandia, Omsesidigt
Stockholm, V7 |
BUY
|
- |
26.6K+ 1773.33% |
$1.79M - $2.26M
|
28.1K
$1.9M
|
|
|
Nov 18, 2025
Q3 2025
|
Pictet Asset Management Holding Sa
Carouge, V8 |
BUY
|
- |
808+ 0.72% |
$54.2K - $68.7K
|
113K
$7.64M
|
|
|
Nov 18, 2025
Q3 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
7.95K+ 59.28% |
$533K - $675K
|
21.3K
$1.45M
|
|
|
Nov 17, 2025
Q3 2025
|
Great West Life Assurance CO
Winnipeg, A2 |
SELL
|
- |
-20.9K- 6.54% |
$1.41M - $1.78M
|
299K
$20.3M
|
|
|
Nov 17, 2025
Q3 2025
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
14.7KNew |
$986K - $1.25M
|
14.7K
$995K
|
|
|
Nov 17, 2025
Q3 2025
|
Hancock Whitney Corp
|
BUY
|
- |
11+ 0.1% |
$739 - $935
|
10.8K
$734K
|
|
|
Nov 14, 2025
Q3 2025
|
Fred Alger Management, LLC
New York, NY |
BUY
|
- |
3.81KNew |
$255K - $323K
|
3.81K
$258K
|
|
|
Nov 14, 2025
Q3 2025
|
Worldquant Millennium Advisors LLC
New York, NY |
BUY
|
- |
335KNew |
$22.5M - $28.5M
|
335K
$22.7M
|
|