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 |
|---|---|---|---|---|---|---|---|
|
Oct 21, 2025
Q3 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
585+ 5318.18% |
$39.3K - $49.7K
|
596
$40.4K
|
|
|
Oct 21, 2025
Q3 2025
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-87- 6.91% |
$5.84K - $7.4K
|
1.17K
$79.4K
|
|
|
Oct 21, 2025
Q3 2025
|
American National Bank
|
BUY
|
- |
100New |
$6.71K - $8.5K
|
100
$6.78K
|
|
|
Oct 21, 2025
Q3 2025
|
Granite Shares Advisors LLC
|
BUY
|
- |
705+ 13.37% |
$47.3K - $59.9K
|
5.98K
$405K
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
12+ 0.45% |
$806 - $1.02K
|
2.69K
$182K
|
|
|
Oct 21, 2025
Q3 2025
|
Proffitt & Goodson Inc
|
BUY
|
- |
83New |
$5.57K - $7.06K
|
83
$5.62K
|
|
|
Oct 21, 2025
Q3 2025
|
Gateway Investment Advisers LLC
|
BUY
|
- |
11.4KNew |
$765K - $968K
|
11.4K
$772K
|
|
|
Oct 21, 2025
Q3 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
1+ 0.02% |
$67.1 - $85
|
5.8K
$393K
|
|
|
Oct 20, 2025
Q3 2025
|
Calamos Wealth Management LLC
|
BUY
|
- |
3.97KNew |
$266K - $337K
|
3.97K
$269K
|
|
|
Oct 20, 2025
Q3 2025
|
Westbourne Investment Advisors, Inc.
|
BUY
|
- |
4.45K+ 9.62% |
$299K - $378K
|
50.6K
$3.43M
|
|
|
Oct 20, 2025
Q3 2025
|
Virginia Retirement Systems Et Al
Richmond, VA |
SELL
|
- |
-156K- 37.7% |
$10.5M - $13.3M
|
258K
$17.5M
|
|
|
Oct 20, 2025
Q3 2025
|
Merit Financial Group, LLC
|
SELL
|
- |
-2.72K- 14.87% |
$182K - $231K
|
15.5K
$1.05M
|
|
|
Oct 20, 2025
Q3 2025
|
Center Star Asset Management, LLC
|
BUY
|
- |
11.8KNew |
$790K - $1M
|
11.8K
$797K
|
|
|
Oct 20, 2025
Q3 2025
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-43- 1.38% |
$2.89K - $3.66K
|
3.08K
$209K
|
|
|
Oct 20, 2025
Q3 2025
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-41.3K- 54.03% |
$2.77M - $3.51M
|
35.1K
$2.38M
|
|
|
Oct 20, 2025
Q3 2025
|
Optimum Investment Advisors
|
SELL
|
- |
-380- 46.63% |
$25.5K - $32.3K
|
435
$29.5K
|
|
|
Oct 20, 2025
Q3 2025
|
Financial Consulate, Inc
|
BUY
|
- |
15.7KNew |
$1.05M - $1.33M
|
15.7K
$1.06M
|
|
|
Oct 20, 2025
Q3 2025
|
Salomon & Ludwin, LLC
|
BUY
|
- |
93New |
$6.24K - $7.91K
|
93
$6.3K
|
|
|
Oct 20, 2025
Q3 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
941New |
$63.2K - $80K
|
941
$63.8K
|
|
|
Oct 20, 2025
Q3 2025
|
Twin Lakes Capital Management, LLC
Redwood Shores, CA |
SELL
|
- |
-65- 2.03% |
$4.36K - $5.53K
|
3.14K
$213K
|
|
|
Oct 17, 2025
Q3 2025
|
Paradiem, LLC
|
SELL
|
- |
-30.5K- 73.83% |
$2.05M - $2.59M
|
10.8K
$733K
|
|
|
Oct 17, 2025
Q3 2025
|
Ethic Inc.
New York, NY |
SELL
|
- |
-9.93K- 68.61% |
$667K - $844K
|
4.55K
$308K
|
|
|
Oct 17, 2025
Q3 2025
|
Oak Harvest Investment Services
|
SELL
|
- |
-1.78K- 8.27% |
$119K - $151K
|
19.7K
$1.33M
|
|
|
Oct 17, 2025
Q3 2025
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
6+ 3.61% |
$403 - $510
|
172
$11.7K
|
|
|
Oct 17, 2025
Q3 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
4+ 21.05% |
$269 - $340
|
23
$1.56K
|
|
|
Oct 16, 2025
Q3 2025
|
Avanza Fonder Ab
Stockholm, V7 |
BUY
|
- |
5.48K+ 44.02% |
$368K - $465K
|
17.9K
$1.21M
|
|
|
Oct 16, 2025
Q3 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-24- 2.19% |
$1.61K - $2.04K
|
1.07K
$72.6K
|
|
|
Oct 16, 2025
Q3 2025
|
Highland Capital Management, LLC
|
BUY
|
- |
17.4KNew |
$1.17M - $1.48M
|
17.4K
$1.18M
|
|
|
Oct 16, 2025
Q3 2025
|
Burney CO
Reston, VA |
SELL
|
- |
-9.44K- 7.19% |
$634K - $802K
|
122K
$8.25M
|
|
|
Oct 16, 2025
Q3 2025
|
Burns Matteson Capital Management, LLC
Corning, NY |
SELL
|
- |
-16- 0.29% |
$1.07K - $1.36K
|
5.5K
$373K
|
|
|
Oct 16, 2025
Q3 2025
|
Greenwood Capital Associates LLC
Greenwood, SC |
SELL
|
- |
-389- 3.32% |
$26.1K - $33.1K
|
11.3K
$768K
|
|
|
Oct 16, 2025
Q3 2025
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
5.88KNew |
$394K - $499K
|
5.88K
$398K
|
|
|
Oct 15, 2025
Q3 2025
|
Vontobel Holding Ltd.
|
BUY
|
- |
24+ 0.36% |
$1.61K - $2.04K
|
6.66K
$451K
|
|
|
Oct 15, 2025
Q3 2025
|
Optas, LLC
|
BUY
|
- |
306+ 5.78% |
$20.5K - $26K
|
5.6K
$379K
|
|
|
Oct 15, 2025
Q3 2025
|
Swedbank Ab
Stockholm, V7 |
SELL
|
- |
-32.2K- 19.69% |
$2.16M - $2.74M
|
131K
$8.9M
|
|
|
Oct 15, 2025
Q3 2025
|
Private Trust CO Na
|
SELL
|
- |
-41- 5.96% |
$2.75K - $3.49K
|
647
$43.8K
|
|
|
Oct 15, 2025
Q3 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
241+ 6.75% |
$16.2K - $20.5K
|
3.81K
$258K
|
|
|
Oct 15, 2025
Q3 2025
|
Pacer Advisors, Inc.
Malvern, PA |
SELL
|
- |
-293K- 23.13% |
$19.7M - $24.9M
|
975K
$66.1M
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
SELL
|
- |
-5.24K- 21.83% |
$352K - $446K
|
18.8K
$1.27M
|
|
|
Oct 14, 2025
Q3 2025
|
Brighton Jones LLC
|
BUY
|
- |
515+ 6.79% |
$34.6K - $43.8K
|
8.1K
$549K
|
|
|
Oct 14, 2025
Q3 2025
|
J2 Capital Management Inc
|
BUY
|
- |
758+ 12.16% |
$50.9K - $64.4K
|
6.99K
$474K
|
|
|
Oct 14, 2025
Q3 2025
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-3.38K- 98.28% |
$227K - $287K
|
59
$4K
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
827+ 10.22% |
$55.5K - $70.3K
|
8.92K
$604K
|
|
|
Oct 14, 2025
Q3 2025
|
Yousif Capital Management, LLC
|
SELL
|
- |
-4.66K- 6.78% |
$313K - $396K
|
64K
$4.34M
|
|
|
Oct 14, 2025
Q3 2025
|
Mjt & Associates Financial Advisory Group, Inc.
Monteviceo, MN |
BUY
|
- |
28New |
$1.88K - $2.38K
|
28
$1.9K
|
|
|
Oct 10, 2025
Q3 2025
|
Fairvoy Private Wealth, LLC
Birmingham, AL |
SELL
|
- |
-2.88K- 43.35% |
$193K - $245K
|
3.76K
$255K
|
|
|
Oct 10, 2025
Q3 2025
|
Selective Wealth Management, Inc.
|
SELL
|
- |
-2.23K- 4.98% |
$149K - $189K
|
42.4K
$2.88M
|
|
|
Oct 09, 2025
Q3 2025
|
Mitchell & Pahl Private Wealth, LLC
|
BUY
|
- |
149+ 0.7% |
$10K - $12.7K
|
21.4K
$1.45M
|
|
|
Oct 09, 2025
Q3 2025
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
2+ 66.67% |
$134 - $170
|
5
$339
|
|
|
Oct 09, 2025
Q3 2025
|
Voya Investment Management LLC
Atlanta, GA |
SELL
|
- |
-68.1K- 22.94% |
$4.57M - $5.79M
|
229K
$15.5M
|
|