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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2025
Q3 2025
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
111+ 2.03% |
$7.45K - $9.44K
|
5.59K
$379K
|
|
|
Nov 06, 2025
Q3 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
109+ 2.13% |
$7.32K - $9.27K
|
5.23K
$354K
|
|
|
Nov 14, 2025
Q3 2025
|
Motley Fool Asset Management LLC
Alexandria, VA |
BUY
|
- |
102+ 1.58% |
$6.85K - $8.67K
|
6.55K
$444K
|
|
|
Nov 10, 2025
Q3 2025
|
Mai Capital Management
|
BUY
|
CALL |
100New |
$6.71K - $8.5K
|
100
$6.78K
|
|
|
Oct 21, 2025
Q3 2025
|
American National Bank
|
BUY
|
- |
100New |
$6.71K - $8.5K
|
100
$6.78K
|
|
|
Oct 20, 2025
Q3 2025
|
Salomon & Ludwin, LLC
|
BUY
|
- |
93New |
$6.24K - $7.91K
|
93
$6.3K
|
|
|
Nov 12, 2025
Q3 2025
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
89+ 8.3% |
$5.98K - $7.57K
|
1.16K
$78.7K
|
|
|
Nov 12, 2025
Q3 2025
|
Greenwich Wealth Management LLC
Greenwich, CT |
BUY
|
- |
88+ 0.09% |
$5.91K - $7.48K
|
93.5K
$6.34M
|
|
|
Oct 21, 2025
Q3 2025
|
Proffitt & Goodson Inc
|
BUY
|
- |
83New |
$5.57K - $7.06K
|
83
$5.62K
|
|
|
Nov 14, 2025
Q3 2025
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
81New |
$5.44K - $6.89K
|
81
$5.49K
|
|
|
Oct 31, 2025
Q3 2025
|
Cheviot Value Management, LLC
|
BUY
|
- |
80New |
$5.37K - $6.8K
|
80
$5.42K
|
|
|
Nov 14, 2025
Q3 2025
|
Nissay Asset Management Corp
Tokyo, M0 |
BUY
|
- |
69+ 0.21% |
$4.63K - $5.87K
|
33.1K
$2.24M
|
|
|
Oct 23, 2025
Q3 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
69+ 1.31% |
$4.63K - $5.87K
|
5.33K
$361K
|
|
|
Nov 13, 2025
Q3 2025
|
Wealth Collab, LLC
Bellevue, WA |
BUY
|
- |
66+ 28.82% |
$4.43K - $5.61K
|
295
$20K
|
|
|
Oct 30, 2025
Q3 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
65+ 58.04% |
$4.36K - $5.53K
|
177
$12K
|
|
|
Nov 12, 2025
Q3 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
64New |
$4.3K - $5.44K
|
64
$4.34K
|
|
|
Oct 31, 2025
Q3 2025
|
Cibc Asset Management Inc
Toronto, A6 |
BUY
|
- |
63+ 0.71% |
$4.23K - $5.36K
|
8.89K
$602K
|
|
|
Nov 10, 2025
Q3 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
60+ 2.99% |
$4.03K - $5.1K
|
2.07K
$140K
|
|
|
Nov 14, 2025
Q3 2025
|
Synergy Financial Group, LTD
|
BUY
|
- |
53+ 1.14% |
$3.56K - $4.51K
|
4.7K
$319K
|
|
|
Nov 14, 2025
Q3 2025
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
BUY
|
- |
48New |
$3.22K - $4.08K
|
48
$3.25K
|
|
|
Oct 24, 2025
Q3 2025
|
Marquette Asset Management, LLC
|
BUY
|
- |
46New |
$3.09K - $3.91K
|
46
$3.12K
|
|
|
Dec 02, 2025
Q3 2025
|
Allworth Financial LP
|
BUY
|
- |
45+ 0.58% |
$3.02K - $3.83K
|
7.75K
$525K
|
|
|
Nov 14, 2025
Q3 2025
|
Evelyn Partners Asset Management LTD
London, |
BUY
|
- |
45New |
$3.02K - $3.83K
|
45
$3.05K
|
|
|
Nov 10, 2025
Q3 2025
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
44+ 47.31% |
$2.95K - $3.74K
|
137
$9.28K
|
|
|
Nov 07, 2025
Q3 2025
|
Addison Advisors LLC
|
BUY
|
- |
41+ 41.0% |
$2.75K - $3.49K
|
141
$9.55K
|
|
|
Oct 22, 2025
Q3 2025
|
City Holding CO
|
BUY
|
- |
40New |
$2.69K - $3.4K
|
40
$2.71K
|
|
|
Nov 14, 2025
Q3 2025
|
Turning Point Benefit Group, Inc.
Frederick, MD |
BUY
|
- |
39New |
$2.62K - $3.32K
|
39
$2.64K
|
|
|
Oct 21, 2025
Q3 2025
|
Pay Pay Securities Corp
Tokyo, M0 |
BUY
|
- |
39+ 487.5% |
$2.62K - $3.32K
|
47
$3.18K
|
|
|
Nov 07, 2025
Q3 2025
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
38+ 38.0% |
$2.55K - $3.23K
|
138
$9.35K
|
|
|
Oct 09, 2025
Q3 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
37+ 1.23% |
$2.48K - $3.15K
|
3.05K
$207K
|
|
|
Nov 05, 2025
Q3 2025
|
Rmr Wealth Builders
|
BUY
|
- |
34+ 0.37% |
$2.28K - $2.89K
|
9.14K
$619K
|
|
|
Nov 04, 2025
Q3 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
34+ 136.0% |
$2.28K - $2.89K
|
59
$4K
|
|
|
Nov 14, 2025
Q3 2025
|
Wahed Invest LLC
New York, NY |
BUY
|
- |
33+ 0.61% |
$2.22K - $2.81K
|
5.47K
$371K
|
|
|
Oct 24, 2025
Q3 2025
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
32+ 145.45% |
$2.15K - $2.72K
|
54
$3.66K
|
|
|
Nov 13, 2025
Q3 2025
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
30New |
$2.01K - $2.55K
|
30
$2.03K
|
|
|
Nov 07, 2025
Q3 2025
|
Kapstone Financial Advisors LLC
Dayton, OH |
BUY
|
- |
30+ 0.91% |
$2.01K - $2.55K
|
3.32K
$225K
|
|
|
Oct 14, 2025
Q3 2025
|
Mjt & Associates Financial Advisory Group, Inc.
Monteviceo, MN |
BUY
|
- |
28New |
$1.88K - $2.38K
|
28
$1.9K
|
|
|
Nov 14, 2025
Q3 2025
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
24New |
$1.61K - $2.04K
|
24
$1.63K
|
|
|
Nov 06, 2025
Q3 2025
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
24New |
$1.61K - $2.04K
|
24
$1.63K
|
|
|
Oct 15, 2025
Q3 2025
|
Vontobel Holding Ltd.
|
BUY
|
- |
24+ 0.36% |
$1.61K - $2.04K
|
6.66K
$451K
|
|
|
Nov 03, 2025
Q3 2025
|
Winnow Wealth LLC
Waco, TX |
BUY
|
- |
23New |
$1.54K - $1.96K
|
23
$1.56K
|
|
|
Oct 28, 2025
Q3 2025
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
22+ 19.82% |
$1.48K - $1.87K
|
133
$9.01K
|
|
|
Nov 14, 2025
Q3 2025
|
Triumph Capital Management
|
BUY
|
- |
21New |
$1.41K - $1.79K
|
21
$1.42K
|
|
|
Nov 07, 2025
Q3 2025
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
BUY
|
- |
21+ 38.18% |
$1.41K - $1.79K
|
76
$5.15K
|
|
|
Nov 13, 2025
Q3 2025
|
Banque Cantonale Vaudoise
|
BUY
|
- |
20+ 0.31% |
$1.34K - $1.7K
|
6.43K
$436K
|
|
|
Nov 12, 2025
Q3 2025
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
BUY
|
- |
18+ 3.46% |
$1.21K - $1.53K
|
538
$36.5K
|
|
|
Nov 14, 2025
Q3 2025
|
Swan Capital LLC
Pensacola, FL |
BUY
|
- |
15+ 5.0% |
$1.01K - $1.28K
|
315
$21.3K
|
|
|
Nov 14, 2025
Q3 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
15+ 93.75% |
$1.01K - $1.28K
|
31
$2.1K
|
|
|
Nov 04, 2025
Q3 2025
|
Greykasell Wealth Strategies, Inc.
Danville, CA |
BUY
|
- |
14New |
$940 - $1.19K
|
14
$949
|
|
|
Oct 28, 2025
Q3 2025
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
13+ 1.34% |
$873 - $1.11K
|
986
$66.8K
|
|