Charles Schwab Investment Management Inc Docusign, Inc. Transaction History

Charles Schwab Investment Management Inc

$515 Billion
Q3 2024

A detailed history of Charles Schwab Investment Management Inc transactions in Docusign, Inc. stock. As of the latest transaction made, Charles Schwab Investment Management Inc holds 1,328,355 shares of DOCU stock, worth $126 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares

1,328,355

Previous 1,312,341 1.22%

Holding current value

$126 Million

Previous $70.2 Million 17.47%

% of portfolio

0.02%

Previous 0.01%

26 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 12, 2024	BUY	$49.73 - $62.53 $796,376 - $1 Million	16,014 Added 1.22%	1,328,355 $82.5 Million
Q2 2024 Aug 12, 2024	BUY	$50.84 - $61.13 $1.05 Million - $1.26 Million	20,591 Added 1.59%	1,312,341 $70.2 Million
Q1 2024 May 08, 2024	BUY	$49.98 - $63.55 $1.57 Million - $2 Million	31,454 Added 2.5%	1,291,750 $76.9 Million
Q4 2023 Feb 06, 2024	BUY	$38.53 - $63.11 $1.72 Million - $2.82 Million	44,646 Added 3.67%	1,260,296 $74.9 Million
Q3 2023 Nov 08, 2023	BUY	$41.04 - $54.18 $21.8 Million - $28.8 Million	531,682 Added 77.73%	1,215,650 $51.1 Million
Q2 2023 Aug 09, 2023	BUY	$47.4 - $59.15 $581,787 - $726,007	12,274 Added 1.83%	683,968 $34.9 Million
Q1 2023 May 11, 2023	BUY	$49.69 - $67.83 $503,906 - $687,864	10,141 Added 1.53%	671,694 $39.2 Million
Q4 2022 Feb 13, 2023	BUY	$39.8 - $59.55 $1.24 Million - $1.86 Million	31,235 Added 4.96%	661,553 $36.7 Million
Q3 2022 Nov 14, 2022	BUY	$51.67 - $75.85 $386,284 - $567,054	7,476 Added 1.2%	630,318 $33.7 Million
Q2 2022 Aug 15, 2022	BUY	$56.81 - $112.28 $619,569 - $1.22 Million	10,906 Added 1.78%	622,842 $35.7 Million
Q1 2022 May 13, 2022	BUY	$73.24 - $157.01 $1.15 Million - $2.47 Million	15,739 Added 2.64%	611,936 $65.6 Million
Q4 2021 Feb 11, 2022	BUY	$135.09 - $284.11 $1.69 Million - $3.55 Million	12,491 Added 2.14%	596,197 $90.8 Million
Q3 2021 Nov 16, 2021	BUY	$256.89 - $310.05 $3.29 Million - $3.98 Million	12,823 Added 2.25%	583,706 $150 Million
Q2 2021 Aug 16, 2021	BUY	$180.16 - $284.48 $5.98 Million - $9.44 Million	33,180 Added 6.17%	570,883 $160 Million
Q1 2021 May 17, 2021	SELL	$192.84 - $265.16 $9.61 Million - $13.2 Million	-49,845 Reduced 8.48%	537,703 $109 Million
Q4 2020 Feb 16, 2021	SELL	$197.6 - $251.6 $2.12 Million - $2.7 Million	-10,726 Reduced 1.79%	587,548 $131 Million
Q3 2020 Nov 13, 2020	SELL	$178.96 - $268.8 $24.9 Million - $37.4 Million	-139,069 Reduced 18.86%	598,274 $129 Million
Q2 2020 Aug 14, 2020	SELL	$79.0 - $177.58 $1.75 Million - $3.92 Million	-22,090 Reduced 2.91%	737,343 $127 Million
Q1 2020 May 15, 2020	SELL	$68.68 - $92.4 $4.82 Million - $6.48 Million	-70,138 Reduced 8.45%	759,433 $70.2 Million
Q4 2019 Feb 07, 2020	SELL	$60.76 - $75.57 $1.16 Million - $1.44 Million	-19,103 Reduced 2.25%	829,571 $61.5 Million
Q3 2019 Nov 08, 2019	BUY	$43.91 - $64.8 $21.8 Million - $32.1 Million	495,687 Added 140.43%	848,674 $52.6 Million
Q2 2019 Aug 09, 2019	BUY	$47.9 - $57.66 $3.9 Million - $4.7 Million	81,447 Added 29.99%	352,987 $17.5 Million
Q1 2019 May 14, 2019	BUY	$38.83 - $58.85 $7.29 Million - $11 Million	187,705 Added 223.9%	271,540 $14.1 Million
Q4 2018 Feb 14, 2019	BUY	$37.41 - $48.85 $317,573 - $414,687	8,489 Added 11.27%	83,835 $3.36 Million
Q3 2018 Nov 13, 2018	BUY	$51.71 - $67.87 $282,388 - $370,638	5,461 Added 7.81%	75,346 $3.96 Million
Q2 2018 Aug 08, 2018	BUY	$38.63 - $63.95 $2.7 Million - $4.47 Million	69,885 New	69,885 $3.7 Million

Others Institutions Holding DOCU

# of Institutions

793

Shares Held

160M

Call Options Held

5.37M

Put Options Held

4.51M

View Full List

About DOCUSIGN, INC.

Ticker DOCU
Exchange NASDAQ
Sector Technology
Industry Software—Application
Shares Outstandng 200,779,008
Market Cap $19B
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 (...

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Charles Schwab Investment Management Inc Docusign, Inc. Transaction History