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 |
---|---|---|---|---|---|---|---|
Sep 21, 2023
Q1 2022
|
Jefferies Group LLC
New York, NY |
BUY
|
CALL |
75KNew |
$5.49M - $11.8M
|
75K
$6.78M
|
|
Mar 14, 2023
Q1 2022
|
Private Portfolio Partners LLC
|
BUY
|
- |
413+ 26.04% |
$30.2K - $64.8K
|
2K
$181K
|
|
Aug 09, 2022
Q1 2022
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-3.95KClosed |
$290K - $621K
|
0
$0
|
|
May 27, 2022
Q1 2022
|
Quantum Private Wealth, LLC
Lake Forest, IL |
SELL
|
- |
-1.35KClosed |
$98.7K - $211K
|
0
$0
|
|
May 20, 2022
Q1 2022
|
Cornerstone Advisory, LLC
|
SELL
|
- |
-527Closed |
$38.6K - $82.7K
|
0
$0
|
|
May 17, 2022
Q1 2022
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-1.47KClosed |
$107K - $230K
|
0
$0
|
|
May 17, 2022
Q1 2022
|
Sylebra Capital LTD
Hong Kong, K3 |
SELL
|
- |
-112KClosed |
$8.2M - $17.6M
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Polar Asset Management Partners Inc.
Toronto, A6 |
SELL
|
- |
-3.09KClosed |
$226K - $485K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Polar Asset Management Partners Inc.
Toronto, A6 |
SELL
|
PUT |
-64.2KClosed |
$4.7M - $10.1M
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Elmwood Wealth Management, Inc.
|
SELL
|
- |
-660Closed |
$48.3K - $104K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-3.26KClosed |
$239K - $512K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Paradigm Financial Partners, LLC
|
SELL
|
- |
-1.64KClosed |
$120K - $257K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Requisite Capital Management, LLC
|
SELL
|
- |
-3KClosed |
$220K - $472K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Alkeon Capital Management LLC
New York, NY |
BUY
|
CALL |
2MNew |
$146M - $314M
|
2M
$181M
|
|
May 16, 2022
Q1 2022
|
Bradley Foster & Sargent Inc
Hartford, CT |
SELL
|
- |
-1.56KClosed |
$114K - $245K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Barbara Oil Co.
Chicago, IL |
SELL
|
- |
-5.01KClosed |
$367K - $787K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Hitchwood Capital Management LP
New York, NY |
SELL
|
- |
-75KClosed |
$5.49M - $11.8M
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Kayak Investment Partners LLC
San Francisco, CA |
BUY
|
- |
13K+ 52.0% |
$952K - $2.04M
|
38K
$3.44M
|
|
May 16, 2022
Q1 2022
|
Lombard Odier Asset Management (Usa) Corp
New York, NY |
SELL
|
- |
-1.68KClosed |
$123K - $263K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Bridgeway Capital Management, LLC
Houston, TX |
SELL
|
- |
-4.1KClosed |
$300K - $644K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Oxler Private Wealth LLC
New York, NY |
SELL
|
- |
-1.51K- 39.44% |
$111K - $237K
|
2.32K
$210K
|
|
May 16, 2022
Q1 2022
|
Paloma Partners Management CO
Greenwich, CT |
BUY
|
CALL |
18.4KNew |
$1.35M - $2.89M
|
18.4K
$1.66M
|
|
May 16, 2022
Q1 2022
|
Blue Crest Capital Management LTD
St Helier, Y9 |
SELL
|
- |
-1.82KClosed |
$133K - $286K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Man Group PLC
London, X0 |
BUY
|
PUT |
2.6KNew |
$190K - $408K
|
2.6K
$235K
|
|
May 16, 2022
Q1 2022
|
Atlas Principals, LLC
Charlotte, NC |
SELL
|
- |
-15KClosed |
$1.1M - $2.36M
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Atlas Principals, LLC
Charlotte, NC |
SELL
|
CALL |
-5KClosed |
$366K - $785K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Seven One Seven Capital Management
Lancaster, PA |
SELL
|
- |
-1.57KClosed |
$115K - $247K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Vectors Research Management, LLC
New York, NY |
SELL
|
- |
-34Closed |
$2.49K - $5.34K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Hbk Investments L P
Dallas, TX |
SELL
|
- |
-43.4KClosed |
$3.18M - $6.82M
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-4.06KClosed |
$297K - $637K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
SELL
|
- |
-5Closed |
$366 - $785
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Circle Wealth Management, LLC
Summit, NJ |
SELL
|
- |
-1.82KClosed |
$133K - $286K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Sg3 Management, LLC
Dorado, PR |
SELL
|
PUT |
-3KClosed |
$220K - $471K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Pinz Capital Management, LP
New York, NY |
SELL
|
- |
-22.2KClosed |
$1.63M - $3.49M
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Capital International LTD
Los Angeles, CA |
SELL
|
- |
-26.3KClosed |
$1.92M - $4.12M
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Capital International Sarl
Los Angeles, CA |
SELL
|
- |
-12KClosed |
$876K - $1.88M
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
CALL |
-400- 50.0% |
$29.3K - $62.8K
|
400
$36.2K
|
|
May 16, 2022
Q1 2022
|
Alaethes Wealth LLC
Glenbrook, NV |
SELL
|
- |
-5Closed |
$366 - $785
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Herbst Group, LLC
Westport, CT |
SELL
|
- |
-2.36KClosed |
$173K - $371K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Lee Capital Holdings LLC
New York, NY |
SELL
|
- |
-13.2KClosed |
$968K - $2.07M
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Creative Planning
Overland Park, KS |
BUY
|
PUT |
700+ 233.33% |
$51.3K - $110K
|
1K
$90.4K
|
|
May 16, 2022
Q1 2022
|
Optimus Prime Fund Management Co., Ltd.
Grand Cayman, E9 |
BUY
|
- |
27.4K+ 6.55% |
$2.01M - $4.3M
|
446K
$40.3M
|
|
May 13, 2022
Q1 2022
|
Sona Asset Management (Us) LLC
New York, NY |
SELL
|
- |
-480Closed |
$35.2K - $75.4K
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Barings LLC
|
SELL
|
- |
-2.15KClosed |
$157K - $337K
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Yale University
New Haven, CT |
SELL
|
- |
-37.5KClosed |
$2.75M - $5.89M
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Ao Asset Management, LP
New York, NY |
SELL
|
- |
-44.5KClosed |
$3.26M - $6.99M
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-2.42KClosed |
$177K - $380K
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Segall Bryant & Hamill, LLC
Chicago, IL |
SELL
|
- |
-5.16KClosed |
$378K - $809K
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
SELL
|
- |
-60Closed |
$4.39K - $9.42K
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Marietta Investment Partners LLC
Milwaukee, WI |
SELL
|
- |
-1.9KClosed |
$139K - $298K
|
0
$0
|