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 |
|---|---|---|---|---|---|---|---|
|
Nov 07, 2025
Q3 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
4.49KNew |
$302K - $382K
|
4.49K
$305K
|
|
|
Nov 07, 2025
Q3 2025
|
Amg National Trust Bank
|
BUY
|
- |
112+ 0.75% |
$7.52K - $9.52K
|
15.1K
$1.02M
|
|
|
Nov 07, 2025
Q3 2025
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
BUY
|
- |
21+ 38.18% |
$1.41K - $1.79K
|
76
$5.15K
|
|
|
Nov 06, 2025
Q3 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
109+ 2.13% |
$7.32K - $9.27K
|
5.23K
$354K
|
|
|
Nov 06, 2025
Q3 2025
|
Arista Wealth Management, LLC
Las Vegas, NV |
BUY
|
- |
6+ 0.15% |
$403 - $510
|
4.01K
$271K
|
|
|
Nov 06, 2025
Q3 2025
|
Navellier & Associates Inc
Reno, NV |
BUY
|
- |
1.48K+ 25.27% |
$99.3K - $126K
|
7.33K
$497K
|
|
|
Nov 06, 2025
Q3 2025
|
Versor Investments LP
|
BUY
|
- |
8.06K+ 244.12% |
$541K - $685K
|
11.4K
$769K
|
|
|
Nov 06, 2025
Q3 2025
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
24New |
$1.61K - $2.04K
|
24
$1.63K
|
|
|
Nov 06, 2025
Q3 2025
|
Baader Bank Aktiengesellschaft
Unterschleissheim, 2M |
BUY
|
- |
13.5K+ 185.8% |
$907K - $1.15M
|
20.8K
$1.41M
|
|
|
Nov 06, 2025
Q3 2025
|
Caprock Group, Inc.
|
BUY
|
- |
4.11K+ 43.77% |
$276K - $349K
|
13.5K
$914K
|
|
|
Nov 06, 2025
Q3 2025
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-66- 21.15% |
$4.43K - $5.61K
|
246
$16.7K
|
|
|
Nov 06, 2025
Q3 2025
|
Rhumbline Advisers
Boston, MA |
SELL
|
- |
-9.75K- 1.38% |
$655K - $829K
|
699K
$47.4M
|
|
|
Nov 06, 2025
Q3 2025
|
Krilogy Financial LLC
|
BUY
|
- |
4.41KNew |
$296K - $374K
|
4.41K
$298K
|
|
|
Nov 06, 2025
Q3 2025
|
Lsv Asset Management
Chicago, IL |
BUY
|
- |
2.3K+ 24.21% |
$154K - $196K
|
11.8K
$800K
|
|
|
Nov 06, 2025
Q3 2025
|
Savvy Advisors, Inc.
New York, NY |
SELL
|
- |
-127- 4.11% |
$8.53K - $10.8K
|
2.96K
$201K
|
|
|
Nov 06, 2025
Q3 2025
|
Assetmark, Inc
|
SELL
|
- |
-44.8K- 7.28% |
$3.01M - $3.81M
|
570K
$38.7M
|
|
|
Nov 06, 2025
Q3 2025
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-182- 2.15% |
$12.2K - $15.5K
|
8.27K
$561K
|
|
|
Nov 06, 2025
Q3 2025
|
Abich Financial Wealth Management LLC
Ashburn, VA |
BUY
|
- |
926New |
$62.2K - $78.7K
|
926
$62.7K
|
|
|
Nov 06, 2025
Q3 2025
|
Illinois Municipal Retirement Fund
|
BUY
|
- |
21.8K+ 13.23% |
$1.46M - $1.85M
|
187K
$12.6M
|
|
|
Nov 06, 2025
Q3 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-13.6K- 98.96% |
$911K - $1.15M
|
143
$9.69K
|
|
|
Nov 06, 2025
Q3 2025
|
Ima Wealth, Inc.
Wichita, KS |
SELL
|
- |
-11- 0.08% |
$739 - $935
|
14.6K
$990K
|
|
|
Nov 06, 2025
Q3 2025
|
Abrdn PLC
|
BUY
|
- |
1.02K+ 0.88% |
$68.4K - $86.6K
|
116K
$7.88M
|
|
|
Nov 06, 2025
Q3 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-904- 2.22% |
$60.7K - $76.8K
|
39.7K
$2.69M
|
|
|
Nov 05, 2025
Q3 2025
|
Bi Asset Management Fondsmaeglerselskab A
Kobenhavn, G7 |
SELL
|
- |
-26.8K- 50.45% |
$1.8M - $2.28M
|
26.3K
$1.78M
|
|
|
Nov 05, 2025
Q3 2025
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
350+ 66.92% |
$23.5K - $29.8K
|
873
$59.2K
|
|
|
Nov 05, 2025
Q3 2025
|
South State Corp
|
SELL
|
- |
-355- 96.21% |
$23.8K - $30.2K
|
14
$949
|
|
|
Nov 05, 2025
Q3 2025
|
Titleist Asset Management, LLC
San Antonio, TX |
SELL
|
- |
-50- 0.39% |
$3.36K - $4.25K
|
12.7K
$861K
|
|
|
Nov 05, 2025
Q3 2025
|
Harmony Asset Management LLC
Scottsdale, AZ |
SELL
|
- |
-15.6K- 62.27% |
$1.05M - $1.32M
|
9.44K
$640K
|
|
|
Nov 05, 2025
Q3 2025
|
Rmr Wealth Builders
|
BUY
|
- |
34+ 0.37% |
$2.28K - $2.89K
|
9.14K
$619K
|
|
|
Nov 05, 2025
Q3 2025
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-650- 3.85% |
$43.6K - $55.3K
|
16.2K
$1.1M
|
|
|
Nov 05, 2025
Q3 2025
|
State Of Michigan Retirement System
|
SELL
|
- |
-600- 1.23% |
$40.3K - $51K
|
48.1K
$3.26M
|
|
|
Nov 05, 2025
Q3 2025
|
Ceera Investments, LLC
Bellaire, TX |
SELL
|
- |
-4.85K- 6.3% |
$325K - $412K
|
72.1K
$4.88M
|
|
|
Nov 05, 2025
Q3 2025
|
Alps Advisors Inc
Denver, CO |
BUY
|
- |
1.32K+ 30.28% |
$88.7K - $112K
|
5.68K
$385K
|
|
|
Nov 05, 2025
Q3 2025
|
Azzad Asset Management Inc /Adv
Falls Church, VA |
BUY
|
- |
8.66KNew |
$581K - $736K
|
8.66K
$587K
|
|
|
Nov 05, 2025
Q3 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
235+ 10.83% |
$15.8K - $20K
|
2.4K
$163K
|
|
|
Nov 05, 2025
Q3 2025
|
Plato Investment Management LTD
Sydney, C3 |
BUY
|
- |
4.25K+ 49.44% |
$285K - $361K
|
12.8K
$869K
|
|
|
Nov 05, 2025
Q3 2025
|
Western Wealth Management, LLC
|
SELL
|
- |
-200- 3.38% |
$13.4K - $17K
|
5.71K
$387K
|
|
|
Nov 05, 2025
Q3 2025
|
Profund Advisors LLC
|
SELL
|
- |
-109- 0.86% |
$7.32K - $9.27K
|
12.6K
$850K
|
|
|
Nov 05, 2025
Q3 2025
|
Pro Share Advisors LLC
|
SELL
|
- |
-466- 5.01% |
$31.3K - $39.6K
|
8.83K
$598K
|
|
|
Nov 05, 2025
Q3 2025
|
Candriam S.C.A.
|
SELL
|
- |
-16.9K- 20.06% |
$1.13M - $1.43M
|
67.2K
$4.56M
|
|
|
Nov 05, 2025
Q3 2025
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-723- 4.85% |
$48.5K - $61.5K
|
14.2K
$961K
|
|
|
Nov 05, 2025
Q3 2025
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-107- 1.25% |
$7.18K - $9.1K
|
8.48K
$574K
|
|
|
Nov 05, 2025
Q3 2025
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-688- 3.21% |
$46.2K - $58.5K
|
20.7K
$1.4M
|
|
|
Nov 05, 2025
Q3 2025
|
Linden Thomas Advisory Services, LLC
Charlotte, NC |
BUY
|
- |
220+ 1.57% |
$14.8K - $18.7K
|
14.2K
$962K
|
|
|
Nov 04, 2025
Q3 2025
|
Audent Global Asset Management, LLC
West Hollywood, CA |
SELL
|
- |
-98- 1.9% |
$6.58K - $8.33K
|
5.05K
$342K
|
|
|
Nov 04, 2025
Q3 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-724K- 34.88% |
$48.6M - $61.6M
|
1.35M
$91.6M
|
|
|
Nov 04, 2025
Q3 2025
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
SELL
|
- |
-13- 14.29% |
$873 - $1.11K
|
78
$5.29K
|
|
|
Nov 04, 2025
Q3 2025
|
Independent Advisor Alliance
|
SELL
|
- |
-754- 16.28% |
$50.6K - $64.1K
|
3.88K
$263K
|
|
|
Nov 04, 2025
Q3 2025
|
Umb Bank, N.A.
|
BUY
|
- |
1.69K+ 93.67% |
$113K - $143K
|
3.49K
$236K
|
|
|
Nov 04, 2025
Q3 2025
|
Mediolanum International Funds LTD
Dublin 1, L2 |
SELL
|
- |
-11.9K- 18.09% |
$798K - $1.01M
|
53.8K
$3.65M
|
|