Latest Institutional Purchases of Docusign, Inc. (DOCU)
This list provides information on the latest institutional transactions involving Docusign, Inc. (DOCU) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2025
Q2 2025
|
Principia Wealth Advisory, LLC
Dallas, TX |
BUY
|
- |
3+ 30.0% |
$211 - $282
|
13
$881
|
|
|
Aug 13, 2025
Q2 2025
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
BUY
|
- |
3+ 150.0% |
$211 - $282
|
5
$339
|
|
|
Aug 08, 2025
Q2 2025
|
Mv Capital Management, Inc.
|
BUY
|
- |
3+ 13.64% |
$211 - $282
|
25
$1.69K
|
|
|
Aug 01, 2025
Q2 2025
|
Quaker Wealth Management, LLC
|
BUY
|
- |
3New |
$211 - $282
|
3
$203
|
|
|
Aug 14, 2025
Q2 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
2+ 0.08% |
$141 - $188
|
2.66K
$180K
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
2+ 50.0% |
$141 - $188
|
6
$407
|
|
|
Jul 29, 2025
Q2 2025
|
Tfc Financial Management
|
BUY
|
- |
1New |
$70.4 - $93.8
|
1
$67.8
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q1 2025 | |||||||
|
May 12, 2025
Q1 2025
|
Sierra Summit Advisors LLC
Incline Village, NV |
BUY
|
- |
116KNew |
$8.67M - $11.3M
|
116K
$7.87M
|
|
|
May 15, 2025
Q1 2025
|
Driehaus Capital Management LLC
Chicago, IL |
BUY
|
- |
68K+ 30.97% |
$5.08M - $6.64M
|
287K
$19.5M
|
|
|
May 12, 2025
Q1 2025
|
Nwk Group, Inc.
San Francisco, CA |
BUY
|
- |
64KNew |
$4.78M - $6.25M
|
64K
$4.34M
|
|
|
May 07, 2025
Q1 2025
|
Cloud Alpha Capital Management Limited
Hong Kong, K3 |
BUY
|
- |
46.1KNew |
$3.44M - $4.51M
|
46.1K
$3.12M
|
|
|
Apr 22, 2025
Q1 2025
|
Consolidated Planning Corp
Atlanta, GA |
BUY
|
- |
39.5KNew |
$2.95M - $3.85M
|
39.5K
$2.67M
|
|
|
May 14, 2025
Q1 2025
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
31.1K+ 41.62% |
$2.32M - $3.04M
|
106K
$7.17M
|
|
|
May 15, 2025
Q1 2025
|
Rbf Capital, LLC
San Francisco, CA |
BUY
|
CALL |
25KNew |
$1.87M - $2.44M
|
25K
$1.69M
|
|
|
May 15, 2025
Q1 2025
|
Point72 (Difc) LTD
Dubai, C0 |
BUY
|
PUT |
21.9KNew |
$1.64M - $2.14M
|
21.9K
$1.48M
|
|
|
May 13, 2025
Q1 2025
|
Axq Capital, LP
Jersey City, NJ |
BUY
|
- |
20.4KNew |
$1.53M - $2M
|
20.4K
$1.39M
|
|
|
May 12, 2025
Q1 2025
|
Pinpoint Asset Management LTD
Hong Kong, K3 |
BUY
|
- |
20K+ 54.26% |
$1.5M - $1.96M
|
57K
$3.86M
|
|
|
Apr 14, 2025
Q1 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
19.8KNew |
$1.48M - $1.93M
|
19.8K
$1.34M
|
|
|
May 05, 2025
Q1 2025
|
Horizon Investment Services, LLC
Hammond, IN |
BUY
|
- |
18.7K+ 351.32% |
$1.4M - $1.83M
|
24K
$1.63M
|
|
|
Apr 29, 2025
Q1 2025
|
China Universal Asset Management Co., Ltd.
Shanghai, F4 |
BUY
|
- |
17.5KNew |
$1.31M - $1.71M
|
17.5K
$1.19M
|
|
|
May 15, 2025
Q1 2025
|
Clough Capital Partners L P
Boston, MA |
BUY
|
- |
13.7KNew |
$1.02M - $1.34M
|
13.7K
$927K
|
|
|
May 15, 2025
Q1 2025
|
Polar Capital Holdings PLC
London, X0 |
BUY
|
- |
13.2K+ 17.51% |
$989K - $1.29M
|
88.9K
$6.02M
|
|
|
May 12, 2025
Q1 2025
|
Railway Pension Investments LTD
London, X0 |
BUY
|
- |
13.1KNew |
$979K - $1.28M
|
13.1K
$888K
|
|
|
May 14, 2025
Q1 2025
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
10.4KNew |
$777K - $1.02M
|
10.4K
$705K
|
|
|
May 15, 2025
Q1 2025
|
Caxton Associates LLP
London, |
BUY
|
- |
9.07KNew |
$677K - $886K
|
9.07K
$614K
|
|
|
May 15, 2025
Q1 2025
|
Symmetry Peak Management LLC
Radnor, PA |
BUY
|
CALL |
7.2KNew |
$538K - $703K
|
7.2K
$488K
|
|
|
May 07, 2025
Q1 2025
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
6.95KNew |
$519K - $679K
|
6.95K
$471K
|
|
|
May 13, 2025
Q1 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
5.15KNew |
$385K - $503K
|
5.15K
$349K
|
|
|
May 13, 2025
Q1 2025
|
Ground Swell Capital, LLC
Folly Beach, SC |
BUY
|
- |
3.97KNew |
$297K - $388K
|
3.97K
$269K
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
3.87K+ 32.45% |
$289K - $378K
|
15.8K
$1.07M
|
|
|
Apr 28, 2025
Q1 2025
|
Moody Lynn & Lieberson, LLC
|
BUY
|
- |
3.52KNew |
$263K - $344K
|
3.52K
$239K
|
|
|
Apr 29, 2025
Q1 2025
|
Brown Advisory Inc
|
BUY
|
- |
3.51KNew |
$262K - $343K
|
3.51K
$238K
|
|
|
Apr 21, 2025
Q1 2025
|
Advisor Resource Council
|
BUY
|
- |
3.42KNew |
$255K - $334K
|
3.42K
$232K
|
|
|
May 15, 2025
Q1 2025
|
Cambria Investment Management, L.P.
|
BUY
|
- |
3.37KNew |
$252K - $330K
|
3.37K
$229K
|
|
|
May 14, 2025
Q1 2025
|
Seeds Investor LLC
New York, NY |
BUY
|
- |
3.17KNew |
$237K - $310K
|
3.17K
$215K
|
|
|
Apr 24, 2025
Q1 2025
|
Jag Capital Management, LLC
|
BUY
|
- |
2.96KNew |
$221K - $290K
|
2.96K
$201K
|
|
|
May 15, 2025
Q1 2025
|
Fieldview Capital Management, LLC
Niles, MI |
BUY
|
- |
2.95KNew |
$220K - $288K
|
2.95K
$200K
|
|
|
May 07, 2025
Q1 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
2.94KNew |
$220K - $287K
|
2.94K
$199K
|
|
|
May 01, 2025
Q1 2025
|
Q3 Asset Management
|
BUY
|
- |
2.86KNew |
$214K - $279K
|
2.86K
$194K
|
|
|
Apr 21, 2025
Q1 2025
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
2.77KNew |
$207K - $271K
|
2.77K
$188K
|
|
|
Apr 28, 2025
Q1 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
2.59KNew |
$194K - $253K
|
2.59K
$176K
|
|
|
May 12, 2025
Q1 2025
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
2.54KNew |
$189K - $248K
|
2.54K
$172K
|
|
|
May 13, 2025
Q1 2025
|
Corient Ia LLC
Miami, FL |
BUY
|
- |
2.5KNew |
$187K - $244K
|
2.5K
$169K
|
|
|
Apr 22, 2025
Q1 2025
|
Perfromance Wealth Partners, LLC
|
BUY
|
- |
2.5KNew |
$187K - $244K
|
2.5K
$169K
|
|
|
May 13, 2025
Q1 2025
|
Wealthedge Investment Advisors, LLC
New York, NY |
BUY
|
- |
2.48KNew |
$185K - $242K
|
2.48K
$168K
|
|
|
May 15, 2025
Q1 2025
|
Castleark Management LLC
Chicago, IL |
BUY
|
- |
2.39K+ 1.22% |
$179K - $234K
|
199K
$13.5M
|
|
|
May 13, 2025
Q1 2025
|
Affinity Investment Advisors, LLC
|
BUY
|
- |
1.56K+ 19.35% |
$116K - $152K
|
9.6K
$650K
|
|
|
Apr 15, 2025
Q1 2025
|
Oak Family Advisors, LLC
|
BUY
|
PUT |
1.5KNew |
$112K - $147K
|
1.5K
$102K
|
|
|
May 09, 2025
Q1 2025
|
Westwood Holdings Group Inc
Dallas, TX |
BUY
|
- |
1.46K+ 6.36% |
$109K - $142K
|
24.4K
$1.65M
|
|