Cary Street Partners Investment Advisory LLC Docusign, Inc. Transaction History

Cary Street Partners Investment Advisory LLC

$2.63 Billion
Q3 2024

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Jul 22, 2024	BUY	$50.84 - $61.13 $8,846 - $10,636	174 Added 4.72%	3,864 $206,000
Q1 2024 Apr 30, 2024	BUY	$49.98 - $63.55 $1,499 - $1,906	30 Added 0.82%	3,690 $219,000
Q4 2023 Feb 07, 2024	BUY	$38.53 - $63.11 $141,019 - $230,982	3,660 New	3,660 $217,000
Q3 2023 Nov 13, 2023	BUY	$41.04 - $54.18 $23,803 - $31,424	580 Added 26.01%	2,810 $118,000
Q1 2023 May 12, 2023	BUY	$49.69 - $67.83 $36,273 - $49,515	730 Added 48.67%	2,230 $130,000
Q4 2022 Feb 14, 2023	BUY	$39.8 - $59.55 $59,699 - $89,325	1,500 New	1,500 $83,000
Q4 2020 Feb 12, 2021	SELL	$197.6 - $251.6 $4,940 - $6,290	-25 Closed	0 $0
Q3 2020 Nov 12, 2020	BUY	$178.96 - $268.8 $4,474 - $6,720	25 New	25 $5,000

Others Institutions Holding DOCU

# of Institutions

859

Shares Held

161M

Call Options Held

5.37M

Put Options Held

4.51M

Vanguard Group Inc Valley Forge, PA

21.9M
Shares

$1.98 Billion
0.02% of portfolio
Black Rock Inc. New York, NY

14.6M
Shares

$1.32 Billion
0.02% of portfolio
Price T Rowe Associates Inc Baltimore, MD

6.84M
Shares

$619 Million
0.05% of portfolio
State Street Corp Boston, MA

5.37M
Shares

$486 Million
0.01% of portfolio
American Century Companies Inc Kansas City, MO

4.48M
Shares

$406 Million
0.17% of portfolio

View Full List

About DOCUSIGN, INC.

Ticker DOCU
Exchange NASDAQ
Sector Technology
Industry Software—Application
Shares Outstandng 200,779,008
Market Cap $18.2B
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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