Capital Advisory Group Advisory Services, LLC Docusign, Inc. Transaction History

Capital Advisory Group Advisory Services, LLC

$233 Million
Q2 2024

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2022 Aug 12, 2022	SELL	$56.81 - $112.28 $6,760 - $13,361	-119 Closed	0 $0
Q1 2022 Apr 29, 2022	BUY	$73.24 - $157.01 $8,715 - $18,684	119 New	119 $13,000
Q4 2021 Feb 15, 2022	SELL	$135.09 - $284.11 $116,447 - $244,902	-862 Closed	0 $0
Q3 2021 Nov 12, 2021	SELL	$256.89 - $310.05 $745,751 - $900,075	-2,903 Reduced 77.1%	862 $222,000
Q2 2021 Nov 12, 2021	BUY	$180.16 - $284.48 $54,228 - $85,628	301 Added 8.69%	3,765 $1.05 Million
Q1 2021 May 14, 2021	BUY	$192.84 - $265.16 $66,144 - $90,949	343 Added 10.99%	3,464 $701,000
Q4 2020 Feb 18, 2021	SELL	$197.6 - $251.6 $44,064 - $56,106	-223 Reduced 6.67%	3,121 $694,000
Q3 2020 Nov 16, 2020	BUY	$178.96 - $268.8 $13,958 - $20,966	78 Added 2.39%	3,344 $720,000
Q2 2020 Aug 14, 2020	BUY	$79.0 - $177.58 $258,014 - $579,976	3,266 New	3,266 $562,000

Others Institutions Holding DOCU

# of Institutions

758

Shares Held

160M

Call Options Held

3.62M

Put Options Held

4.42M

Vanguard Group Inc Valley Forge, PA

21.6M
Shares

$1.36 Billion
0.02% of portfolio
Black Rock Inc. New York, NY

14.6M
Shares

$918 Million
0.02% of portfolio
State Street Corp Boston, MA

5.25M
Shares

$331 Million
0.01% of portfolio
Price T Rowe Associates Inc Baltimore, MD

4.75M
Shares

$299 Million
0.03% of portfolio
Capital World Investors Los Angeles, CA

4.19M
Shares

$264 Million
0.04% of portfolio

View Full List

About DOCUSIGN, INC.

Ticker DOCU
Exchange NASDAQ
Sector Technology
Industry Software—Application
Shares Outstandng 200,779,008
Market Cap $12.6B
Description
DocuSign, Inc. provides electronic signature software in the United States and internationally. The company provides e-signature solution that enables businesses to digitally prepare, sign, act on, and manage agreements. It also offers CLM, which automates workflows across the entire agreement process; Insights that use artificial intelligence (...

More about DOCU

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