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 05, 2025
Q2 2025
|
First Horizon Advisors, Inc.
|
BUY
|
- |
193+ 48.61% |
$13.6K - $18.1K
|
590
$40K
|
|
|
Aug 05, 2025
Q2 2025
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
150+ 5.7% |
$10.6K - $14.1K
|
2.78K
$188K
|
|
|
Aug 04, 2025
Q2 2025
|
Migdal Insurance & Financial Holdings Ltd.
|
BUY
|
- |
5New |
$352 - $469
|
5
$339
|
|
|
Aug 04, 2025
Q2 2025
|
Arkadios Wealth Advisors
|
BUY
|
CALL |
300New |
$21.1K - $28.2K
|
300
$20.3K
|
|
|
Aug 04, 2025
Q2 2025
|
Simon Quick Advisors, LLC
|
BUY
|
- |
3.77KNew |
$265K - $353K
|
3.77K
$255K
|
|
|
Aug 04, 2025
Q2 2025
|
Putney Financial Group LLC
San Rafael, CA |
SELL
|
- |
-255- 50.1% |
$17.9K - $23.9K
|
254
$17.2K
|
|
|
Aug 01, 2025
Q2 2025
|
Jennison Associates LLC
|
BUY
|
- |
45.3K+ 6.84% |
$3.19M - $4.25M
|
708K
$48M
|
|
|
Aug 01, 2025
Q2 2025
|
Quaker Wealth Management, LLC
|
BUY
|
- |
3New |
$211 - $282
|
3
$203
|
|
|
Jul 31, 2025
Q2 2025
|
City State Bank
Norwalk, IA |
SELL
|
- |
-50- 5.59% |
$3.52K - $4.69K
|
845
$57.3K
|
|
|
Jul 31, 2025
Q2 2025
|
Carrera Capital Advisors
Troy, MI |
BUY
|
- |
24.8K+ 197.92% |
$1.74M - $2.33M
|
37.3K
$2.53M
|
|
|
Jul 31, 2025
Q2 2025
|
Curio Wealth, LLC
Annapolis, MD |
BUY
|
- |
9+ 900.0% |
$633 - $845
|
10
$678
|
|
|
Jul 31, 2025
Q2 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
1.3KNew |
$91.5K - $122K
|
1.3K
$88.1K
|
|
|
Jul 31, 2025
Q2 2025
|
Wealthfront Advisers LLC
|
BUY
|
- |
297+ 8.06% |
$20.9K - $27.9K
|
3.98K
$270K
|
|
|
Jul 30, 2025
Q2 2025
|
Deka Bank Deutsche Girozentrale
|
BUY
|
- |
4.87K+ 15.86% |
$343K - $457K
|
35.6K
$2.41M
|
|
|
Jul 30, 2025
Q2 2025
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
373+ 4.55% |
$26.2K - $35K
|
8.58K
$581K
|
|
|
Jul 30, 2025
Q2 2025
|
Cap Partners, LLC
Franklin, TN |
SELL
|
- |
-12- 0.42% |
$844 - $1.13K
|
2.87K
$195K
|
|
|
Jul 29, 2025
Q2 2025
|
Tfc Financial Management
|
BUY
|
- |
1New |
$70.4 - $93.8
|
1
$67.8
|
|
|
Jul 29, 2025
Q2 2025
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
4+ 0.08% |
$281 - $375
|
4.97K
$337K
|
|
|
Jul 29, 2025
Q2 2025
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
212+ 21.95% |
$14.9K - $19.9K
|
1.18K
$79.8K
|
|
|
Jul 28, 2025
Q2 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
100+ 2.97% |
$7.03K - $9.38K
|
3.47K
$235K
|
|
|
Jul 28, 2025
Q2 2025
|
Ritholtz Wealth Management
|
SELL
|
- |
-1.34K- 34.08% |
$94.1K - $126K
|
2.59K
$175K
|
|
|
Jul 25, 2025
Q2 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-4.73K- 62.3% |
$333K - $444K
|
2.86K
$194K
|
|
|
Jul 25, 2025
Q2 2025
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-197- 98.5% |
$13.9K - $18.5K
|
3
$203
|
|
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-6.33K- 67.82% |
$445K - $594K
|
3K
$203K
|
|
|
Jul 24, 2025
Q2 2025
|
Total Wealth Planning & Management, Inc.
Ponte Vedra Beach, FL |
BUY
|
- |
146+ 4.83% |
$10.3K - $13.7K
|
3.17K
$215K
|
|
|
Jul 24, 2025
Q2 2025
|
Callan Family Office, LLC
Radnor, PA |
BUY
|
- |
3.09KNew |
$217K - $290K
|
3.09K
$209K
|
|
|
Jul 24, 2025
Q2 2025
|
Carson Allaria Wealth Management, Ltd.
|
SELL
|
- |
-39- 14.83% |
$2.74K - $3.66K
|
224
$15.2K
|
|
|
Jul 23, 2025
Q2 2025
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
BUY
|
- |
28New |
$1.97K - $2.63K
|
28
$1.9K
|
|
|
Jul 23, 2025
Q2 2025
|
Fluent Financial, LLC
|
BUY
|
- |
1.67K+ 23.32% |
$118K - $157K
|
8.84K
$599K
|
|
|
Jul 22, 2025
Q2 2025
|
Uni Super Management Pty LTD
Melbourne, Victoria, C3 |
SELL
|
- |
-500- 12.82% |
$35.2K - $46.9K
|
3.4K
$230K
|
|
|
Jul 21, 2025
Q2 2025
|
Hennessy Advisors Inc
Novato, CA |
BUY
|
- |
1.28KNew |
$89.9K - $120K
|
1.28K
$86.6K
|
|
|
Jul 17, 2025
Q2 2025
|
Beacon Capital Management, LLC
|
SELL
|
- |
-15- 60.0% |
$1.06K - $1.41K
|
10
$678
|
|
|
Jul 17, 2025
Q2 2025
|
V Square Quantitative Management LLC
Chicago, IL |
SELL
|
- |
-48- 1.5% |
$3.38K - $4.5K
|
3.14K
$213K
|
|
|
Jul 17, 2025
Q2 2025
|
One Wealth Advisors, LLC
San Francisco, CA |
SELL
|
- |
-123- 4.46% |
$8.65K - $11.5K
|
2.64K
$179K
|
|
|
Jul 17, 2025
Q2 2025
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
5+ 71.43% |
$352 - $469
|
12
$813
|
|
|
Jul 16, 2025
Q2 2025
|
Meag Munich Ergo, Kapitalanlagegesellschaft Mb H
|
SELL
|
- |
-14.6K- 54.24% |
$1.03M - $1.37M
|
12.3K
$836K
|
|
|
Jul 16, 2025
Q2 2025
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
SELL
|
- |
-25- 11.11% |
$1.76K - $2.35K
|
200
$13.6K
|
|
|
Jul 15, 2025
Q2 2025
|
Financial Management Professionals, Inc.
|
BUY
|
- |
7+ 5.43% |
$492 - $657
|
136
$9.22K
|
|
|
Jul 15, 2025
Q2 2025
|
Retireful, LLC
|
SELL
|
- |
-3.89K- 28.76% |
$273K - $365K
|
9.62K
$652K
|
|
|
Jul 14, 2025
Q2 2025
|
Narus Financial Partners, LLC
Salt Lake City, UT |
BUY
|
- |
3.84KNew |
$270K - $360K
|
3.84K
$260K
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
2+ 50.0% |
$141 - $188
|
6
$407
|
|
|
Jul 14, 2025
Q2 2025
|
Ridgewood Investments LLC
|
SELL
|
- |
-2K- 53.75% |
$141K - $188K
|
1.72K
$117K
|
|
|
Jul 11, 2025
Q2 2025
|
Perpetual LTD
Sydney, New South Wales, C3 |
BUY
|
- |
2.48K+ 30.43% |
$175K - $233K
|
10.6K
$721K
|
|
|
Jul 10, 2025
Q2 2025
|
Mn Services Vermogensbeheer B.V.
|
BUY
|
- |
800+ 1.08% |
$56.3K - $75.1K
|
74.9K
$5.08M
|
|
|
Jul 10, 2025
Q2 2025
|
Ifm Investors Pty LTD
|
BUY
|
- |
1.91K+ 5.54% |
$135K - $179K
|
36.4K
$2.47M
|
|
|
Jul 09, 2025
Q2 2025
|
Mfg Wealth Management, Inc.
Indianapolis, IN |
SELL
|
- |
-10.6K- 44.46% |
$742K - $990K
|
13.2K
$893K
|
|
|
Jul 08, 2025
Q2 2025
|
Lingohr & Partner Asset Management Gmb H
Erkrath, 2M |
SELL
|
- |
-80.7K- 95.33% |
$5.68M - $7.57M
|
3.96K
$268K
|
|
|
Jul 08, 2025
Q2 2025
|
Webster Bank, N. A.
|
BUY
|
- |
36New |
$2.53K - $3.38K
|
36
$2.44K
|
|
|
Jul 08, 2025
Q2 2025
|
Rise Advisors, LLC
|
SELL
|
- |
-34- 7.34% |
$2.39K - $3.19K
|
429
$29.1K
|
|
|
Jul 08, 2025
Q2 2025
|
Sandbox Financial Partners, LLC
Bethesda, MD |
BUY
|
- |
4.49KNew |
$316K - $422K
|
4.49K
$305K
|
|