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 09, 2025
Q3 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
37+ 1.23% |
$2.48K - $3.15K
|
3.05K
$207K
|
|
|
Oct 09, 2025
Q3 2025
|
Perkins Coie Trust CO
|
BUY
|
- |
10New |
$671 - $850
|
10
$678
|
|
|
Oct 09, 2025
Q3 2025
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
BUY
|
- |
4.42K+ 33.79% |
$297K - $376K
|
17.5K
$1.19M
|
|
|
Oct 09, 2025
Q3 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-12- 21.82% |
$806 - $1.02K
|
43
$2.91K
|
|
|
Oct 08, 2025
Q3 2025
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-6.44K- 63.11% |
$432K - $547K
|
3.76K
$255K
|
|
|
Oct 08, 2025
Q3 2025
|
Pacifica Partners Inc.
|
SELL
|
- |
-100- 37.74% |
$6.71K - $8.5K
|
165
$11.2K
|
|
|
Oct 07, 2025
Q3 2025
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
500+ 29.33% |
$33.6K - $42.5K
|
2.21K
$149K
|
|
|
Oct 07, 2025
Q3 2025
|
Family Legacy Financial Solutions, LLC
Cary, NC |
SELL
|
- |
-1- 5.0% |
$67.1 - $85
|
19
$1.29K
|
|
|
Oct 06, 2025
Q3 2025
|
Sanders Morris Harris LLC
|
BUY
|
- |
350+ 2.06% |
$23.5K - $29.8K
|
17.4K
$1.18M
|
|
|
Oct 06, 2025
Q3 2025
|
Oak Thistle LLC
|
BUY
|
- |
47.1KNew |
$3.16M - $4M
|
47.1K
$3.19M
|
|
|
Oct 03, 2025
Q3 2025
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
8.96K+ 174.19% |
$601K - $761K
|
14.1K
$955K
|
|
| Q2 2025 | |||||||
|
Dec 18, 2025
Q2 2025
|
Danske Bank A/S
Copenhagen K, G7 |
SELL
|
- |
-142K- 47.29% |
$9.98M - $13.3M
|
158K
$10.7M
|
|
|
Nov 21, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
781K+ 89.89% |
$54.9M - $73.3M
|
1.65M
$112M
|
|
|
Oct 20, 2025
Q2 2025
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
BUY
|
- |
50New |
$3.52K - $4.69K
|
50
$3.39K
|
|
|
Sep 24, 2025
Q2 2025
|
Texas Permanent School Fund
Austin, TX |
SELL
|
- |
-18.5K- 29.36% |
$1.3M - $1.74M
|
44.5K
$3.01M
|
|
|
Sep 10, 2025
Q2 2025
|
Wt Wealth Management
|
BUY
|
- |
20.7KNew |
$1.46M - $1.95M
|
20.7K
$1.4M
|
|
|
Aug 29, 2025
Q2 2025
|
Total Investment Management Inc
Scottsdale, AZ |
BUY
|
- |
78New |
$5.49K - $7.32K
|
78
$5.29K
|
|
|
Aug 29, 2025
Q2 2025
|
Evolution Wealth Management Inc.
Fort Myers, FL |
BUY
|
- |
306New |
$21.5K - $28.7K
|
306
$20.7K
|
|
|
Aug 19, 2025
Q2 2025
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-44- 1.6% |
$3.1K - $4.13K
|
2.7K
$183K
|
|
|
Aug 15, 2025
Q2 2025
|
Parus Finance (Uk) LTD
London, X0 |
SELL
|
- |
-260- 1.17% |
$18.3K - $24.4K
|
22K
$1.49M
|
|
|
Aug 15, 2025
Q2 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
3.21KNew |
$226K - $301K
|
3.21K
$217K
|
|
|
Aug 14, 2025
Q2 2025
|
Axa S.A.
Paris, I0 |
SELL
|
- |
-39.7K- 33.93% |
$2.79M - $3.73M
|
77.3K
$5.24M
|
|
|
Aug 14, 2025
Q2 2025
|
Frontier Capital Management CO LLC
|
SELL
|
- |
-39.8K- 91.47% |
$2.8M - $3.74M
|
3.72K
$252K
|
|
|
Aug 14, 2025
Q2 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
2+ 0.08% |
$141 - $188
|
2.66K
$180K
|
|
|
Aug 14, 2025
Q2 2025
|
Rbf Capital, LLC
San Francisco, CA |
BUY
|
- |
30KNew |
$2.11M - $2.82M
|
30K
$2.03M
|
|
|
Aug 14, 2025
Q2 2025
|
Bridgeway Capital Management, LLC
Houston, TX |
SELL
|
- |
-650- 2.16% |
$45.7K - $61K
|
29.5K
$2M
|
|
|
Aug 14, 2025
Q2 2025
|
Bcs Private Wealth Management, Inc.
Rumson, NJ |
BUY
|
- |
7.39KNew |
$520K - $693K
|
7.39K
$501K
|
|
|
Aug 14, 2025
Q2 2025
|
Castle Knight Management LP
New York, NY |
BUY
|
- |
29.5KNew |
$2.08M - $2.77M
|
29.5K
$2M
|
|
|
Aug 14, 2025
Q2 2025
|
Utah Retirement Systems
Salt Lake City, UT |
SELL
|
- |
-126- 0.38% |
$8.86K - $11.8K
|
33.3K
$2.25M
|
|
|
Aug 14, 2025
Q2 2025
|
Susquehanna Fundamental Investments, LLC
Bala Cynwyd, PA |
SELL
|
- |
-19K- 71.3% |
$1.34M - $1.79M
|
7.66K
$519K
|
|
|
Aug 14, 2025
Q2 2025
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-111- 50.68% |
$7.81K - $10.4K
|
108
$7.32K
|
|
|
Aug 14, 2025
Q2 2025
|
Sig Brokerage, LP
Bala Cynwyd, PA |
BUY
|
CALL |
8.7KNew |
$612K - $816K
|
8.7K
$590K
|
|
|
Aug 14, 2025
Q2 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
2.64KNew |
$185K - $247K
|
2.64K
$179K
|
|
|
Aug 14, 2025
Q2 2025
|
Cibc World Markets Corp
New York, NY |
SELL
|
- |
-761- 8.28% |
$53.5K - $71.4K
|
8.43K
$571K
|
|
|
Aug 14, 2025
Q2 2025
|
Lmr Partners LLP
London, X0 |
SELL
|
PUT |
-17.3K- 58.45% |
$1.22M - $1.62M
|
12.3K
$833K
|
|
|
Aug 14, 2025
Q2 2025
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
BUY
|
CALL |
60KNew |
$4.22M - $5.63M
|
60K
$4.07M
|
|
|
Aug 14, 2025
Q2 2025
|
Occudo Quantitative Strategies LP
Fort Lauderdale, FL |
BUY
|
- |
4.84KNew |
$340K - $454K
|
4.84K
$328K
|
|
|
Aug 14, 2025
Q2 2025
|
Candlestick Capital Management LP
Greenwich, CT |
BUY
|
- |
385KNew |
$27.1M - $36.1M
|
385K
$26.1M
|
|
|
Aug 14, 2025
Q2 2025
|
Daniel Loeb
Third Point LLC | New York, Ny
|
BUY
|
- |
625KNew |
$44M - $58.7M
|
625K
$42.4M
|
|
|
Aug 14, 2025
Q2 2025
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-350- 47.62% |
$24.6K - $32.8K
|
385
$26.1K
|
|
|
Aug 14, 2025
Q2 2025
|
Atom Investors LP
Austin, TX |
BUY
|
- |
8.44KNew |
$594K - $792K
|
8.44K
$572K
|
|
|
Aug 14, 2025
Q2 2025
|
Contour Asset Management LLC
New York, NY |
BUY
|
- |
624KNew |
$43.9M - $58.5M
|
624K
$42.2M
|
|
|
Aug 14, 2025
Q2 2025
|
Lee Ainslie
Maverick Capital LTD | Dallas, Tx
|
BUY
|
- |
65.8KNew |
$4.63M - $6.18M
|
65.8K
$4.46M
|
|
|
Aug 14, 2025
Q2 2025
|
Styrax Capital, LP
New York, NY |
SELL
|
- |
-613K- 71.27% |
$43.1M - $57.5M
|
247K
$16.7M
|
|
|
Aug 14, 2025
Q2 2025
|
Saudi Central Bank
Riyadh, T0 |
BUY
|
- |
184K+ 233283.55% |
$13M - $17.3M
|
184K
$12.5M
|
|
|
Aug 14, 2025
Q2 2025
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
BUY
|
- |
42+ 1.41% |
$2.95K - $3.94K
|
3.03K
$205K
|
|
|
Aug 14, 2025
Q2 2025
|
Syon Capital LLC
San Francisco, CA |
BUY
|
CALL |
87.4KNew |
$6.15M - $8.2M
|
87.4K
$5.92M
|
|
|
Aug 14, 2025
Q2 2025
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
SELL
|
- |
-30- 13.33% |
$2.11K - $2.82K
|
195
$13.2K
|
|
|
Aug 14, 2025
Q2 2025
|
Principia Wealth Advisory, LLC
Dallas, TX |
BUY
|
- |
3+ 30.0% |
$211 - $282
|
13
$881
|
|
|
Aug 14, 2025
Q2 2025
|
Sender CO & Partners, Inc.
New York, NY |
BUY
|
- |
9.98KNew |
$702K - $937K
|
9.98K
$676K
|
|