Purchases and Sales Made in Q4 2025 in Docusign, Inc. (DOCU)
This table provides information about the institutional ownership of Docusign, Inc. (DOCU) during Q4 2025. The information is specifically focused on institutions that hold shares of DOCUSIGN, INC..
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 09, 2026
Q4 2025
|
Sg Americas Securities, LLC
|
BUY
|
- |
226K+ 1894.39% |
$15.1M - $16.5M
|
238K
$16.1M
|
|
|
Jan 09, 2026
Q4 2025
|
Assenagon Asset Management S.A.
|
BUY
|
- |
116K+ 20.86% |
$7.8M - $8.51M
|
674K
$45.7M
|
|
|
Jan 08, 2026
Q4 2025
|
Tabr Capital Management, LLC
Orange, CA |
BUY
|
- |
50.6KNew |
$3.39M - $3.7M
|
50.6K
$3.43M
|
|
|
Jan 08, 2026
Q4 2025
|
Nordea Investment Management Ab
Stockholm, V7 |
BUY
|
- |
43.8K+ 3.79% |
$2.94M - $3.2M
|
1.2M
$81.2M
|
|
|
Jan 15, 2026
Q4 2025
|
Retirement Systems Of Alabama
|
BUY
|
- |
25.4K+ 4.89% |
$1.7M - $1.86M
|
544K
$36.9M
|
|
|
Jan 09, 2026
Q4 2025
|
Diversified Trust CO
|
BUY
|
- |
9.86KNew |
$661K - $721K
|
9.86K
$668K
|
|
|
Jan 08, 2026
Q4 2025
|
Silver Lake Advisory, LLC
|
BUY
|
- |
9.02K+ 21.67% |
$604K - $659K
|
50.6K
$3.43M
|
|
|
Jan 15, 2026
Q4 2025
|
Bourgeon Capital Management LLC
|
BUY
|
- |
8.01KNew |
$537K - $586K
|
8.01K
$543K
|
|
|
Jan 16, 2026
Q4 2025
|
Abrdn PLC
|
BUY
|
- |
7.58K+ 6.52% |
$508K - $554K
|
124K
$8.4M
|
|
|
Jan 15, 2026
Q4 2025
|
Mn Services Vermogensbeheer B.V.
|
BUY
|
- |
5.96K+ 7.96% |
$400K - $436K
|
80.9K
$5.48M
|
|
|
Jan 06, 2026
Q4 2025
|
Board Of The Pension Protection Fund
Croydon, X0 |
BUY
|
- |
4.7K+ 24.35% |
$315K - $344K
|
24K
$1.63M
|
|
|
Jan 07, 2026
Q4 2025
|
Lake Hills Wealth Management, LLC
|
BUY
|
- |
3.82KNew |
$256K - $279K
|
3.82K
$259K
|
|
|
Jan 08, 2026
Q4 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
3.66K+ 106.4% |
$245K - $268K
|
7.1K
$481K
|
|
|
Jan 16, 2026
Q4 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
3.02KNew |
$203K - $221K
|
3.02K
$205K
|
|
|
Jan 15, 2026
Q4 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
2.88K+ 64.06% |
$193K - $211K
|
7.37K
$500K
|
|
|
Jan 14, 2026
Q4 2025
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
2.77K+ 4698.31% |
$186K - $203K
|
2.83K
$192K
|
|
|
Jan 14, 2026
Q4 2025
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
2.05K+ 43.85% |
$137K - $150K
|
6.72K
$455K
|
|
|
Jan 15, 2026
Q4 2025
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
1.84K+ 32.19% |
$123K - $135K
|
7.56K
$512K
|
|
|
Jan 05, 2026
Q4 2025
|
Union Bancaire Privee, Ubp Sa
Geneva 1, V8 |
BUY
|
- |
1.71KNew |
$115K - $125K
|
1.71K
$116K
|
|
|
Jan 15, 2026
Q4 2025
|
J. Safra Sarasin Holding Ag
Basel, V8 |
BUY
|
- |
939+ 8.98% |
$62.9K - $68.7K
|
11.4K
$773K
|
|
|
Jan 07, 2026
Q4 2025
|
Green Alpha Advisors, LLC
|
BUY
|
- |
448+ 4.72% |
$30K - $32.8K
|
9.93K
$673K
|
|
|
Jan 07, 2026
Q4 2025
|
Aventura Private Wealth, LLC
Aventura, FL |
BUY
|
- |
435New |
$29.1K - $31.8K
|
435
$29.5K
|
|
|
Jan 06, 2026
Q4 2025
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
369New |
$24.7K - $27K
|
369
$25K
|
|
|
Jan 08, 2026
Q4 2025
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
222+ 105.21% |
$14.9K - $16.2K
|
433
$29.3K
|
|
|
Jan 14, 2026
Q4 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
76+ 760.0% |
$5.09K - $5.56K
|
86
$5.83K
|
|
|
Jan 16, 2026
Q4 2025
|
Marquette Asset Management, LLC
|
BUY
|
- |
63+ 136.96% |
$4.22K - $4.61K
|
109
$7.39K
|
|
|
Jan 16, 2026
Q4 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
61+ 5.69% |
$4.09K - $4.46K
|
1.13K
$76.8K
|
|
|
Jan 13, 2026
Q4 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
17+ 94.44% |
$1.14K - $1.24K
|
35
$2.37K
|
|
|
Jan 08, 2026
Q4 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
17+ 17.35% |
$1.14K - $1.24K
|
115
$7.79K
|
|
|
Jan 15, 2026
Q4 2025
|
Lodestone Wealth Management LLC
Spokane, WA |
BUY
|
- |
16New |
$1.07K - $1.17K
|
16
$1.08K
|
|
|
Jan 14, 2026
Q4 2025
|
Usa Financial Portformulas Corp
Ada, MI |
BUY
|
- |
7New |
$469 - $512
|
7
$474
|
|
|
Jan 15, 2026
Q4 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
7+ 0.22% |
$469 - $512
|
3.23K
$219K
|
|
|
Jan 15, 2026
Q4 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
5+ 0.09% |
$335 - $366
|
5.81K
$393K
|
|
|
Jan 14, 2026
Q4 2025
|
Spire Wealth Management
|
BUY
|
- |
2+ 2.5% |
$134 - $146
|
82
$5.56K
|
|
|
Jan 15, 2026
Q4 2025
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
SELL
|
- |
-5- 41.67% |
$335 - $366
|
7
$474
|
|
|
Jan 09, 2026
Q4 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
SELL
|
- |
-10- 83.33% |
$670 - $731
|
2
$136
|
|
|
Jan 15, 2026
Q4 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
SELL
|
- |
-11- 47.83% |
$737 - $805
|
12
$813
|
|
|
Jan 14, 2026
Q4 2025
|
Mitchell & Pahl Private Wealth, LLC
|
SELL
|
- |
-12- 0.06% |
$804 - $878
|
21.4K
$1.45M
|
|
|
Jan 07, 2026
Q4 2025
|
Retirement Wealth Solutions LLC
Marshfield, WI |
SELL
|
- |
-19- 44.19% |
$1.27K - $1.39K
|
24
$1.63K
|
|
|
Jan 13, 2026
Q4 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-37- 3.48% |
$2.48K - $2.71K
|
1.03K
$69.6K
|
|
|
Jan 13, 2026
Q4 2025
|
Bank & Trust CO
Litchfield, IL |
SELL
|
- |
-41- 9.67% |
$2.75K - $3K
|
383
$26K
|
|
|
Jan 13, 2026
Q4 2025
|
Tradewinds Capital Management, LLC
|
SELL
|
- |
-50- 18.18% |
$3.35K - $3.66K
|
225
$15.2K
|
|
|
Jan 07, 2026
Q4 2025
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-52- 12.71% |
$3.48K - $3.8K
|
357
$24.2K
|
|
|
Jan 07, 2026
Q4 2025
|
Gilbert & Cook, Inc.
|
SELL
|
- |
-134- 1.74% |
$8.98K - $9.8K
|
7.55K
$512K
|
|
|
Jan 08, 2026
Q4 2025
|
Grove Bank & Trust
|
SELL
|
- |
-201- 99.5% |
$13.5K - $14.7K
|
1
$67.8
|
|
|
Jan 05, 2026
Q4 2025
|
Park Avenue Securities LLC
|
SELL
|
- |
-354- 2.34% |
$23.7K - $25.9K
|
14.8K
$1M
|
|
|
Jan 15, 2026
Q4 2025
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-472- 1.34% |
$31.6K - $34.5K
|
34.6K
$2.35M
|
|
|
Jan 08, 2026
Q4 2025
|
Bennett Selby Investments LP
|
SELL
|
- |
-500- 6.42% |
$33.5K - $36.6K
|
7.29K
$494K
|
|
|
Jan 14, 2026
Q4 2025
|
Fairvoy Private Wealth, LLC
Birmingham, AL |
SELL
|
- |
-515- 13.7% |
$34.5K - $37.7K
|
3.25K
$220K
|
|
|
Jan 16, 2026
Q4 2025
|
Linden Thomas Advisory Services, LLC
Charlotte, NC |
SELL
|
- |
-537- 3.78% |
$36K - $39.3K
|
13.7K
$926K
|
|