Concourse Financial Group Securities, Inc. Docusign, Inc. Transaction History

Concourse Financial Group Securities, Inc.

$0
Q2 2025

Number of Shares

Previous 0 NaN%

Holding current value

Previous $0 NaN%

% of portfolio

100.0%

Previous 100.0%

24 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 12, 2025	BUY	$70.35 - $93.84 $0 - $0	0 New	0 $0
Q1 2025 May 14, 2025	SELL	$74.7 - $97.7 $3,361 - $4,396	-45 Closed	0 $0
Q3 2024 Oct 10, 2024	SELL	$49.73 - $62.53 $1,740 - $2,188	-35 Reduced 43.75%	45 $2,000
Q2 2024 Jul 23, 2024	SELL	$50.84 - $61.13 $2,796 - $3,362	-55 Reduced 40.74%	80 $4,000
Q4 2023 Feb 07, 2024	SELL	$38.53 - $63.11 $1,695 - $2,776	-44 Reduced 24.58%	135 $8,000
Q1 2023 May 15, 2023	BUY	$49.69 - $67.83 $1,242 - $1,695	25 Added 16.23%	179 $10,000
Q4 2022 Jan 30, 2023	SELL	$39.8 - $59.55 $3,581 - $5,359	-90 Reduced 36.89%	154 $0
Q3 2022 Nov 15, 2022	SELL	$51.67 - $75.85 $6,820 - $10,012	-132 Reduced 35.11%	244 $13,000
Q2 2022 Aug 09, 2022	SELL	$56.81 - $112.28 $1,079 - $2,133	-19 Reduced 4.81%	376 $22,000
Q1 2022 May 09, 2022	SELL	$73.24 - $157.01 $589,874 - $1.26 Million	-8,054 Reduced 95.32%	395 $42,000
Q4 2021 Feb 07, 2022	BUY	$135.09 - $284.11 $58,764 - $123,587	435 Added 5.43%	8,449 $1.29 Million
Q3 2021 Nov 09, 2021	BUY	$256.89 - $310.05 $51,891 - $62,630	202 Added 2.59%	8,014 $2.06 Million
Q2 2021 Aug 13, 2021	BUY	$180.16 - $284.48 $399,775 - $631,261	2,219 Added 39.67%	7,812 $2.18 Million
Q1 2021 May 13, 2021	BUY	$192.84 - $265.16 $1.02 Million - $1.41 Million	5,300 Added 1808.87%	5,593 $1.13 Million
Q4 2020 Feb 02, 2021	SELL	$197.6 - $251.6 $19,167 - $24,405	-97 Reduced 24.87%	293 $65,000
Q3 2020 Nov 13, 2020	BUY	$178.96 - $268.8 $27,380 - $41,126	153 Added 64.56%	390 $84,000
Q2 2020 Aug 13, 2020	BUY	$79.0 - $177.58 $14,773 - $33,207	187 Added 374.0%	237 $41,000
Q1 2020 May 13, 2020	BUY	$68.68 - $92.4 $3,434 - $4,620	50 New	50 $5,000
Q4 2019 Feb 14, 2020	BUY	$60.76 - $75.57 $0 - $0	0 New	0 $0
Q3 2019 Nov 13, 2019	BUY	$43.91 - $64.8 $0 - $0	0 New	0 $0
Q2 2019 Aug 13, 2019	BUY	$47.9 - $57.66 $0 - $0	0 New	0 $0
Q1 2019 May 15, 2019	BUY	$38.83 - $58.85 $0 - $0	0 New	0 $0
Q4 2018 Feb 14, 2019	BUY	$37.41 - $48.85 $0 - $0	0 New	0 $0
Q3 2018 Nov 13, 2018	BUY	$51.71 - $67.87 $0 - $0	0 New	0 $0

Others Institutions Holding DOCU

# of Institutions

917

Shares Held

162M

Call Options Held

4.39M

Put Options Held

3.87M

Vanguard Group Inc Valley Forge, PA

21.6M
Shares

$1.49 Billion
0.02% of portfolio
Black Rock Inc. New York, NY

14.6M
Shares

$1 Billion
0.02% of portfolio
State Street Corp Boston, MA

8.07M
Shares

$556 Million
0.02% of portfolio
Jericho Capital Asset Management L.P. New York, NY

4.75M
Shares

$327 Million
5.81% of portfolio
Price T Rowe Associates Inc Baltimore, MD

4.23M
Shares

$291 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 $13.8B
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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