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 |
|---|---|---|---|---|---|---|---|
|
Aug 13, 2025
Q2 2025
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
BUY
|
- |
911New |
$64.1K - $85.5K
|
911
$61.7K
|
|
|
Aug 13, 2025
Q2 2025
|
Pinpoint Asset Management (Singapore) Pte. Ltd.
Singapore, |
BUY
|
- |
57KNew |
$4.01M - $5.35M
|
57K
$3.86M
|
|
|
Aug 13, 2025
Q2 2025
|
Jeremy Grantham
Grantham, Mayo, Van Otterloo & Co. LLC | Boston, Ma
|
BUY
|
- |
6.03K+ 71.23% |
$424K - $565K
|
14.5K
$981K
|
|
|
Aug 13, 2025
Q2 2025
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
22+ 34.38% |
$1.55K - $2.06K
|
86
$5.83K
|
|
|
Aug 13, 2025
Q2 2025
|
Estabrook Capital Management
New York, NY |
BUY
|
- |
250New |
$17.6K - $23.5K
|
250
$16.9K
|
|
|
Aug 13, 2025
Q2 2025
|
Omers Administration Corp
Toronto, A6 |
SELL
|
- |
-1.7K- 5.7% |
$120K - $160K
|
28.1K
$1.9M
|
|
|
Aug 13, 2025
Q2 2025
|
Dai Ichi Life Insurance Company, LTD
Tokyo, M0 |
SELL
|
- |
-3.31K- 20.5% |
$233K - $310K
|
12.8K
$869K
|
|
|
Aug 13, 2025
Q2 2025
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-4.74K- 87.51% |
$333K - $445K
|
676
$45.8K
|
|
|
Aug 13, 2025
Q2 2025
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
BUY
|
- |
3+ 150.0% |
$211 - $282
|
5
$339
|
|
|
Aug 13, 2025
Q2 2025
|
Optimize Financial Inc
Laguna Hills, CA |
SELL
|
- |
-18- 0.66% |
$1.27K - $1.69K
|
2.71K
$183K
|
|
|
Aug 13, 2025
Q2 2025
|
Kilter Group LLC
Rhinebeck, NY |
BUY
|
- |
18New |
$1.27K - $1.69K
|
18
$1.22K
|
|
|
Aug 13, 2025
Q2 2025
|
Qtron Investments LLC
Boston, MA |
BUY
|
- |
4.53K+ 161.86% |
$319K - $425K
|
7.33K
$497K
|
|
|
Aug 13, 2025
Q2 2025
|
Ardmore Road Asset Management LP
New York, NY |
BUY
|
- |
46K+ 41.82% |
$3.24M - $4.32M
|
156K
$10.6M
|
|
|
Aug 13, 2025
Q2 2025
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
554New |
$39K - $52K
|
554
$37.5K
|
|
|
Aug 13, 2025
Q2 2025
|
Vega Investment Solutions
Paris, I0 |
SELL
|
- |
-1.73K- 10.33% |
$122K - $162K
|
15K
$1.02M
|
|
|
Aug 13, 2025
Q2 2025
|
Hurley Capital, LLC
New York, NY |
SELL
|
- |
-50- 96.15% |
$3.52K - $4.69K
|
2
$136
|
|
|
Aug 12, 2025
Q2 2025
|
Global Retirement Partners, LLC
|
BUY
|
CALL |
1KNew |
$70.4K - $93.8K
|
1K
$67.8K
|
|
|
Aug 12, 2025
Q2 2025
|
Heron Bay Capital Management
|
BUY
|
- |
66+ 0.41% |
$4.64K - $6.19K
|
16.1K
$1.09M
|
|
|
Aug 12, 2025
Q2 2025
|
Proem Advisors LLC
|
BUY
|
- |
50K+ 166.67% |
$3.52M - $4.69M
|
80K
$5.42M
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 12, 2025
Q2 2025
|
Apg Asset Management N.V.
Amsterdam, P7 |
SELL
|
- |
-194- 2.68% |
$13.6K - $18.2K
|
7.03K
$477K
|
|
|
Aug 12, 2025
Q2 2025
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-487- 7.13% |
$34.3K - $45.7K
|
6.34K
$430K
|
|
|
Aug 12, 2025
Q2 2025
|
Bullseye Asset Management LLC
Denver, CO |
BUY
|
- |
20KNew |
$1.41M - $1.88M
|
20K
$1.36M
|
|
|
Aug 12, 2025
Q2 2025
|
Tairen Capital LTD
Grand Cayman, E9 |
BUY
|
- |
101KNew |
$7.11M - $9.48M
|
101K
$6.84M
|
|
|
Aug 12, 2025
Q2 2025
|
Evelyn Partners Investment Management Services LTD
London, |
SELL
|
- |
-4.27K- 83.91% |
$300K - $400K
|
818
$55.4K
|
|
|
Aug 12, 2025
Q2 2025
|
Evelyn Partners Investment Management LLP
London, |
SELL
|
- |
-1.9K- 99.84% |
$134K - $179K
|
3
$203
|
|
|
Aug 12, 2025
Q2 2025
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
269New |
$18.9K - $25.2K
|
269
$18.2K
|
|
|
Aug 12, 2025
Q2 2025
|
Employees Retirement System Of Texas
|
BUY
|
- |
1.66KNew |
$117K - $155K
|
1.66K
$112K
|
|
|
Aug 11, 2025
Q2 2025
|
Kazazian Asset Management, LLC
Fort Lauderdale, FL |
SELL
|
- |
-20.8K- 64.55% |
$1.46M - $1.95M
|
11.4K
$772K
|
|
|
Aug 11, 2025
Q2 2025
|
Wpg Advisers, LLC
Baltimore, MD |
SELL
|
- |
-10- 2.06% |
$704 - $938
|
475
$32.2K
|
|
|
Aug 11, 2025
Q2 2025
|
Mach 1 Financial Group, LLC
Bentonville, AR |
SELL
|
- |
-3.25K- 23.65% |
$229K - $305K
|
10.5K
$712K
|
|
|
Aug 11, 2025
Q2 2025
|
B. Metzler Seel. Sohn & Co. Ag
Frankfurt, 2M |
SELL
|
- |
-1.48K- 14.45% |
$104K - $139K
|
8.76K
$594K
|
|
|
Aug 11, 2025
Q2 2025
|
Tidemark, LLC
San Diego, CA |
SELL
|
- |
-4- 5.06% |
$281 - $375
|
75
$5.08K
|
|
|
Aug 11, 2025
Q2 2025
|
Aspen Investment Management Inc
Grand Rapids, MI |
BUY
|
- |
435+ 11.76% |
$30.6K - $40.8K
|
4.13K
$280K
|
|
|
Aug 08, 2025
Q2 2025
|
Kbc Group Nv
|
SELL
|
- |
-660K- 45.76% |
$46.4M - $61.9M
|
782K
$53M
|
|
|
Aug 08, 2025
Q2 2025
|
Mv Capital Management, Inc.
|
BUY
|
- |
3+ 13.64% |
$211 - $282
|
25
$1.69K
|
|
|
Aug 08, 2025
Q2 2025
|
Massachusetts Financial Services CO
Boston, MA |
BUY
|
- |
182K+ 30.73% |
$12.8M - $17M
|
772K
$52.3M
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
688+ 3.87% |
$48.4K - $64.6K
|
18.4K
$1.25M
|
|
|
Aug 07, 2025
Q2 2025
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
BUY
|
- |
13.9K+ 8.57% |
$979K - $1.31M
|
176K
$12M
|
|
|
Aug 07, 2025
Q2 2025
|
Efficient Advisors, LLC
|
BUY
|
- |
2.61KNew |
$184K - $245K
|
2.61K
$177K
|
|
|
Aug 07, 2025
Q2 2025
|
High Point Advisor Group LLC
Downers Grove, IL |
SELL
|
- |
-20- 0.75% |
$1.41K - $1.88K
|
2.65K
$180K
|
|
|
Aug 07, 2025
Q2 2025
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
19.3K+ 10497.83% |
$1.36M - $1.81M
|
19.5K
$1.32M
|
|
|
Aug 07, 2025
Q2 2025
|
Hughes Financial Services, LLC
Herndon, VA |
SELL
|
- |
-13- 59.09% |
$915 - $1.22K
|
9
$610
|
|
|
Aug 06, 2025
Q2 2025
|
Achmea Investment Management B.V.
|
BUY
|
- |
2.15K+ 1.24% |
$151K - $201K
|
175K
$11.8M
|
|
|
Aug 06, 2025
Q2 2025
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
SELL
|
- |
-265- 88.33% |
$18.6K - $24.9K
|
35
$2.37K
|
|
|
Aug 06, 2025
Q2 2025
|
Los Angeles Capital Management LLC
|
SELL
|
- |
-68.5K- 77.71% |
$4.82M - $6.43M
|
19.7K
$1.33M
|
|
|
Aug 05, 2025
Q2 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
PUT |
1.4KNew |
$98.5K - $131K
|
1.4K
$94.9K
|
|
|
Aug 05, 2025
Q2 2025
|
Intellectus Partners, LLC
San Francisco, CA |
SELL
|
- |
-1K- 17.16% |
$70.4K - $93.8K
|
4.83K
$327K
|
|
|
Aug 05, 2025
Q2 2025
|
Hussman Strategic Advisors, Inc.
Ellicott City, MD |
BUY
|
- |
42KNew |
$2.95M - $3.94M
|
42K
$2.85M
|
|
|
Aug 05, 2025
Q2 2025
|
New Square Capital LLC
|
SELL
|
- |
-87- 29.0% |
$6.12K - $8.16K
|
213
$14.4K
|
|