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 18, 2024
Q3 2024
|
Cnb Bank
Clearfield, PA |
SELL
|
- |
-225- 91.46% |
$11.2K - $14.1K
|
21
$1.42K
|
|
|
Oct 17, 2024
Q3 2024
|
Riverview Trust CO
|
BUY
|
- |
9New |
$448 - $563
|
9
$610
|
|
|
Oct 16, 2024
Q3 2024
|
Trust CO Of Vermont
|
BUY
|
- |
15New |
$746 - $938
|
15
$1.02K
|
|
|
Oct 15, 2024
Q3 2024
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-5K- 6.13% |
$249K - $313K
|
76.5K
$5.18M
|
|
|
Oct 15, 2024
Q3 2024
|
Kapitalo Investimentos Ltda
Sao Paulo, D5 |
SELL
|
- |
-1.99K- 33.25% |
$99K - $124K
|
4K
$271K
|
|
|
Oct 11, 2024
Q3 2024
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-177- 3.11% |
$8.8K - $11.1K
|
5.52K
$374K
|
|
|
Oct 09, 2024
Q3 2024
|
Bank & Trust CO
Litchfield, IL |
SELL
|
- |
-19- 4.29% |
$945 - $1.19K
|
424
$28.7K
|
|
|
Oct 07, 2024
Q3 2024
|
Axiom Advisory, LLC
San Diego, CA |
BUY
|
- |
107+ 1.59% |
$5.32K - $6.69K
|
6.85K
$464K
|
|
| Q2 2024 | |||||||
|
Dec 02, 2025
Q2 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
175+ 3.74% |
$8.9K - $10.7K
|
4.85K
$329K
|
|
|
Aug 13, 2025
Q2 2024
|
Stone X Group Inc.
|
BUY
|
- |
6.75KNew |
$343K - $413K
|
6.75K
$457K
|
|
|
Jun 10, 2025
Q2 2024
|
Birchbrook, Inc.
Bangor, ME |
SELL
|
- |
-25Closed |
$1.27K - $1.53K
|
0
$0
|
|
|
Sep 20, 2024
Q2 2024
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
25New |
$1.27K - $1.53K
|
25
$1.69K
|
|
|
Sep 11, 2024
Q2 2024
|
American Trust
Lexington, KY |
BUY
|
- |
5.25KNew |
$267K - $321K
|
5.25K
$356K
|
|
|
Aug 15, 2024
Q2 2024
|
Texas Capital Bank Wealth Management Services Inc
|
BUY
|
- |
40K+ 400.0% |
$2.03M - $2.45M
|
50K
$3.39M
|
|
|
Aug 14, 2024
Q2 2024
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-51- 31.68% |
$2.59K - $3.12K
|
110
$7.45K
|
|
|
Aug 14, 2024
Q2 2024
|
Ubs Oconnor LLC
Chicago, IL |
BUY
|
- |
35KNew |
$1.78M - $2.14M
|
35K
$2.37M
|
|
|
Aug 14, 2024
Q2 2024
|
Healthcare Of Ontario Pension Plan Trust Fund
Toronto, A6 |
BUY
|
- |
304KNew |
$15.4M - $18.6M
|
304K
$20.6M
|
|
|
Aug 14, 2024
Q2 2024
|
Carlson Capital L P
Dallas, TX |
BUY
|
- |
61.2K+ 33.78% |
$3.11M - $3.74M
|
242K
$16.4M
|
|
|
Aug 14, 2024
Q2 2024
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
50New |
$2.54K - $3.06K
|
50
$3.39K
|
|
|
Aug 14, 2024
Q2 2024
|
Parkwood LLC
Cleveland, OH |
BUY
|
- |
1.53K+ 11.09% |
$77.8K - $93.5K
|
15.3K
$1.04M
|
|
|
Aug 14, 2024
Q2 2024
|
Mbb Public Markets I LLC
Chicago, IL |
BUY
|
- |
14.6KNew |
$742K - $892K
|
14.6K
$989K
|
|
|
Aug 14, 2024
Q2 2024
|
Readystate Asset Management LP
Chicago, IL |
SELL
|
- |
-10K- 6.22% |
$508K - $611K
|
151K
$10.2M
|
|
|
Aug 14, 2024
Q2 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
PUT |
10New |
$508 - $611
|
10
$678
|
|
|
Aug 14, 2024
Q2 2024
|
Point72 (Difc) LTD
Dubai, C0 |
BUY
|
- |
14.1KNew |
$719K - $864K
|
14.1K
$958K
|
|
|
Aug 14, 2024
Q2 2024
|
Clearline Capital LP
New York, NY |
BUY
|
- |
28.1KNew |
$1.43M - $1.72M
|
28.1K
$1.9M
|
|
|
Aug 13, 2024
Q2 2024
|
Contrarius Investment Management LTD
St. Helier, Y9 |
SELL
|
- |
-1.55K- 2.45% |
$79K - $95K
|
61.9K
$4.2M
|
|
|
Aug 13, 2024
Q2 2024
|
Loomis Sayles & CO L P
|
BUY
|
- |
1.69K+ 43.63% |
$86K - $103K
|
5.57K
$377K
|
|
|
Aug 13, 2024
Q2 2024
|
Pearl River Capital, LLC
Niles, MI |
SELL
|
- |
-3.32K- 3.53% |
$169K - $203K
|
90.6K
$6.14M
|
|
|
Aug 13, 2024
Q2 2024
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
BUY
|
- |
1.09K+ 10.47% |
$55.4K - $66.6K
|
11.5K
$778K
|
|
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
BUY
|
- |
1.43M+ 10.87% |
$72.7M - $87.4M
|
14.6M
$989M
|
|
|
Aug 13, 2024
Q2 2024
|
Boston Partners
Boston, MA |
SELL
|
- |
-4.9K- 35.75% |
$249K - $300K
|
8.81K
$597K
|
|
|
Aug 12, 2024
Q2 2024
|
Princeton Global Asset Management LLC
|
BUY
|
- |
8New |
$407 - $489
|
8
$542
|
|
|
Aug 12, 2024
Q2 2024
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
385New |
$19.6K - $23.5K
|
385
$26.1K
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-395- 12.18% |
$20.1K - $24.1K
|
2.85K
$193K
|
|
|
Aug 09, 2024
Q2 2024
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
BUY
|
- |
60New |
$3.05K - $3.67K
|
60
$4.07K
|
|
|
Aug 09, 2024
Q2 2024
|
Connor, Clark & Lunn Investment Management Ltd.
|
SELL
|
- |
-339K- 63.88% |
$17.2M - $20.7M
|
191K
$13M
|
|
|
Aug 09, 2024
Q2 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
20+ 83.33% |
$1.02K - $1.22K
|
44
$2.98K
|
|
|
Aug 09, 2024
Q2 2024
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
500New |
$25.4K - $30.6K
|
500
$33.9K
|
|
|
Aug 09, 2024
Q2 2024
|
Ctc LLC
|
SELL
|
CALL |
-611- 85.94% |
$31.1K - $37.4K
|
100
$6.78K
|
|
|
Aug 08, 2024
Q2 2024
|
Chartwell Investment Partners, LLC
|
SELL
|
- |
-15.9K- 36.46% |
$811K - $975K
|
27.8K
$1.88M
|
|
|
Aug 08, 2024
Q2 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-400- 81.63% |
$20.3K - $24.5K
|
90
$6.1K
|
|
|
Aug 07, 2024
Q2 2024
|
Doheny Asset Management /Ca
Los Angeles, CA |
BUY
|
- |
7.66KNew |
$389K - $468K
|
7.66K
$519K
|
|
|
Aug 07, 2024
Q2 2024
|
Clari Vest Asset Management LLC
San Diego, CA |
SELL
|
- |
-158- 0.3% |
$8.03K - $9.66K
|
53.2K
$3.6M
|
|
|
Aug 06, 2024
Q2 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
46New |
$2.34K - $2.81K
|
46
$3.12K
|
|
|
Aug 05, 2024
Q2 2024
|
Capula Management LTD
Grand Cayman, E9 |
BUY
|
- |
2.08K+ 42.33% |
$106K - $127K
|
7K
$474K
|
|
|
Aug 02, 2024
Q2 2024
|
Fjarde Ap Fonden (The Fourth Swedish National Pensionfund)
Stockholm, V7 |
BUY
|
- |
51.8KNew |
$2.63M - $3.17M
|
51.8K
$3.51M
|
|
|
Jul 31, 2024
Q2 2024
|
Regions Financial Corp
|
SELL
|
- |
-32K- 84.29% |
$1.63M - $1.96M
|
5.96K
$404K
|
|
|
Jul 31, 2024
Q2 2024
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
30New |
$1.53K - $1.83K
|
30
$2.03K
|
|
|
Jul 31, 2024
Q2 2024
|
Mufg Securities Emea PLC
London, X0 |
SELL
|
- |
-7.04K- 67.33% |
$358K - $430K
|
3.42K
$231K
|
|
|
Jul 31, 2024
Q2 2024
|
N Verses Capital, LLC
Wellington, FL |
BUY
|
- |
900New |
$45.8K - $55K
|
900
$61K
|
|