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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2023
Q3 2023
|
Petrus Trust Company, Lta
Dallas, TX |
BUY
|
- |
8.65K+ 103.26% |
$355K - $469K
|
17K
$1.15M
|
|
|
Nov 14, 2023
Q3 2023
|
Cinctive Capital Management LP
New York, NY |
BUY
|
- |
84.6KNew |
$3.47M - $4.59M
|
84.6K
$5.74M
|
|
|
Nov 14, 2023
Q3 2023
|
Berylson Capital Partners, LLC
Boston, MA |
BUY
|
- |
12.4K+ 179.71% |
$509K - $672K
|
19.3K
$1.31M
|
|
|
Nov 14, 2023
Q3 2023
|
Corton Capital Inc.
Carrying Place, A6 |
BUY
|
- |
819+ 13.89% |
$33.6K - $44.4K
|
6.72K
$455K
|
|
|
Nov 14, 2023
Q3 2023
|
Gilder Gagnon Howe & CO LLC
New York, NY |
SELL
|
- |
-300K- 89.02% |
$12.3M - $16.2M
|
37K
$2.51M
|
|
|
Nov 14, 2023
Q3 2023
|
Nebula Research & Development LLC
New York, NY |
BUY
|
- |
8.75KNew |
$359K - $474K
|
8.75K
$593K
|
|
|
Nov 14, 2023
Q3 2023
|
Pdt Partners, LLC
New York, NY |
SELL
|
- |
-2.1K- 12.65% |
$86.2K - $114K
|
14.5K
$983K
|
|
|
Nov 14, 2023
Q3 2023
|
Stansberry Asset Management, LLC
New York, NY |
BUY
|
- |
10.8KNew |
$445K - $587K
|
10.8K
$735K
|
|
|
Nov 13, 2023
Q3 2023
|
Connectus Wealth, LLC
Cincinnati, OH |
BUY
|
- |
12.7K+ 37.98% |
$523K - $691K
|
46.3K
$3.14M
|
|
|
Nov 13, 2023
Q3 2023
|
Polen Capital
Polen Capital Management LLC | Boca Raton, Fl
|
SELL
|
- |
-8.43M- 99.49% |
$346M - $457M
|
43.4K
$2.94M
|
|
|
Nov 13, 2023
Q3 2023
|
Clear Street Markets LLC
|
BUY
|
CALL |
2.4KNew |
$98.5K - $130K
|
2.4K
$163K
|
|
|
Nov 13, 2023
Q3 2023
|
Easterly Investment Partners LLC
|
BUY
|
- |
5KNew |
$205K - $271K
|
5K
$339K
|
|
|
Nov 13, 2023
Q3 2023
|
Globeflex Capital L P
San Diego, CA |
BUY
|
- |
25K+ 55.15% |
$1.03M - $1.35M
|
70.4K
$4.77M
|
|
|
Nov 13, 2023
Q3 2023
|
Destiny Capital Securities Corporation
Golden, CO |
BUY
|
- |
28.2KNew |
$1.16M - $1.53M
|
28.2K
$1.91M
|
|
|
Nov 13, 2023
Q3 2023
|
Werlinich Asset Management, LLC
Stamford, CT |
BUY
|
- |
727+ 5.11% |
$29.8K - $39.4K
|
15K
$1.01M
|
|
|
Nov 13, 2023
Q3 2023
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-22Closed |
$903 - $1.19K
|
0
$0
|
|
|
Nov 13, 2023
Q3 2023
|
Eisler Capital (Us) LLC
New York, NY |
SELL
|
CALL |
-4.5K- 45.45% |
$185K - $244K
|
5.4K
$366K
|
|
|
Nov 13, 2023
Q3 2023
|
Echo Street Capital Management LLC
New York, NY |
BUY
|
- |
6.97K+ 56.39% |
$286K - $378K
|
19.3K
$1.31M
|
|
|
Nov 09, 2023
Q3 2023
|
Hap Trading, LLC
New York, NY |
BUY
|
- |
53.6KNew |
$2.2M - $2.9M
|
53.6K
$3.63M
|
|
|
Nov 08, 2023
Q3 2023
|
Blueshift Asset Management, LLC
Red Bank, NJ |
SELL
|
- |
-20K- 58.72% |
$819K - $1.08M
|
14K
$951K
|
|
|
Nov 07, 2023
Q3 2023
|
Impax Asset Management Group PLC
|
SELL
|
- |
-102- 2.05% |
$4.19K - $5.53K
|
4.88K
$330K
|
|
|
Nov 07, 2023
Q3 2023
|
Copperwynd Financial, LLC
|
BUY
|
- |
1.42K+ 16.55% |
$58.1K - $76.7K
|
9.97K
$676K
|
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-88.4K- 67.94% |
$3.63M - $4.79M
|
41.7K
$2.83M
|
|
|
Nov 06, 2023
Q3 2023
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
19New |
$780 - $1.03K
|
19
$1.29K
|
|
|
Nov 03, 2023
Q3 2023
|
Financial Freedom, LLC
Cincinnati, OH |
SELL
|
- |
-7- 18.92% |
$287 - $379
|
30
$2.03K
|
|
|
Nov 02, 2023
Q3 2023
|
Duality Advisers, LP
Miami, FL |
BUY
|
- |
40.2KNew |
$1.65M - $2.18M
|
40.2K
$2.72M
|
|
|
Nov 02, 2023
Q3 2023
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
22New |
$903 - $1.19K
|
22
$1.49K
|
|
|
Nov 02, 2023
Q3 2023
|
Your Advocates Ltd., LLP
Houston, TX |
BUY
|
- |
5New |
$205 - $271
|
5
$339
|
|
|
Nov 02, 2023
Q3 2023
|
Tfo Tdc, LLC
|
BUY
|
- |
7+ 3.35% |
$287 - $379
|
216
$14.6K
|
|
|
Nov 01, 2023
Q3 2023
|
Xy Capital LTD
Central, K3 |
BUY
|
- |
4.16KNew |
$171K - $226K
|
4.16K
$282K
|
|
|
Nov 01, 2023
Q3 2023
|
Xy Capital LTD
Central, K3 |
BUY
|
PUT |
17KNew |
$698K - $921K
|
17K
$1.15M
|
|
|
Oct 31, 2023
Q3 2023
|
Malaga Cove Capital, LLC
|
SELL
|
- |
-235- 3.26% |
$9.64K - $12.7K
|
6.97K
$473K
|
|
|
Oct 30, 2023
Q3 2023
|
Carmichael Hill & Associates, Inc.
|
SELL
|
CALL |
-200- 50.0% |
$8.21K - $10.8K
|
200
$13.6K
|
|
|
Oct 25, 2023
Q3 2023
|
Blue Path Capital Management, LLC
Atlanta, GA |
BUY
|
- |
762New |
$31.3K - $41.3K
|
762
$51.6K
|
|
|
Oct 25, 2023
Q3 2023
|
Baystate Wealth Management LLC
|
SELL
|
- |
-75- 33.33% |
$3.08K - $4.06K
|
150
$10.2K
|
|
|
Oct 24, 2023
Q3 2023
|
Canvas Wealth Advisors, LLC
|
BUY
|
- |
3.31K+ 73.05% |
$136K - $179K
|
7.83K
$530K
|
|
|
Oct 24, 2023
Q3 2023
|
Hartford Financial Management Inc.
|
BUY
|
- |
97New |
$3.98K - $5.26K
|
97
$6.57K
|
|
|
Oct 24, 2023
Q3 2023
|
Redmond Asset Management, LLC
Henrico, VA |
SELL
|
- |
-39- 0.45% |
$1.6K - $2.11K
|
8.72K
$591K
|
|
|
Oct 24, 2023
Q3 2023
|
Trellus Management Company, LLC
|
BUY
|
- |
5K+ 100.0% |
$205K - $271K
|
10K
$678K
|
|
|
Oct 20, 2023
Q3 2023
|
Steward Financial Group LLC
|
BUY
|
- |
6New |
$246 - $325
|
6
$407
|
|
|
Oct 17, 2023
Q3 2023
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
22+ 100.0% |
$903 - $1.19K
|
44
$2.98K
|
|
|
Oct 17, 2023
Q3 2023
|
Rheos Capital Works Inc.
|
SELL
|
- |
-5K- 9.77% |
$205K - $271K
|
46.2K
$3.13M
|
|
|
Oct 13, 2023
Q3 2023
|
St. Johns Investment Management Company, LLC
|
SELL
|
- |
-37- 78.72% |
$1.52K - $2K
|
10
$678
|
|
|
Oct 11, 2023
Q3 2023
|
Armstrong Advisory Group, Inc
Needham, MA |
SELL
|
- |
-14- 27.45% |
$575 - $759
|
37
$2.51K
|
|
|
Oct 10, 2023
Q3 2023
|
C2 C Wealth Management, LLC
|
BUY
|
- |
20.8KNew |
$853K - $1.13M
|
20.8K
$1.41M
|
|
|
Oct 05, 2023
Q3 2023
|
Wallace Advisory Group, LLC
Lafayette, CA |
SELL
|
- |
-9- 0.18% |
$369 - $488
|
4.86K
$330K
|
|
| Q2 2023 | |||||||
|
Nov 26, 2024
Q2 2023
|
Erste Asset Management Gmb H
Vienna, C4 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 26, 2024
Q2 2023
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-48.8KClosed |
$2.31M - $2.89M
|
0
$0
|
|
|
Jun 03, 2024
Q2 2023
|
Hamilton Lane Advisors LLC
|
BUY
|
- |
14.6KNew |
$690K - $862K
|
14.6K
$987K
|
|
|
Jan 12, 2024
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
1.2K+ 1.59% |
$57K - $71.2K
|
77.1K
$5.22M
|
|