Lido Advisors, LLC Docusign, Inc. Transaction History

Lido Advisors, LLC

$17.8 Billion
Q2 2024

20 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2023 Feb 14, 2024	SELL	$38.53 - $63.11 $50,281 - $82,358	-1,305 Reduced 24.79%	3,959 $235,000
Q3 2023 Nov 14, 2023	BUY	$41.04 - $54.18 $23,598 - $31,153	575 Added 12.26%	5,264 $221,000
Q2 2023 Aug 09, 2023	SELL	$47.4 - $59.15 $268,426 - $334,966	-5,663 Reduced 54.7%	4,689 $239,000
Q1 2023 May 15, 2023	BUY	$49.69 - $67.83 $162,237 - $221,464	3,265 Added 46.07%	10,352 $603,000
Q4 2022 Feb 14, 2023	BUY	$39.8 - $59.55 $33,034 - $49,426	830 Added 13.27%	7,087 $392,000
Q3 2022 Nov 14, 2022	SELL	$51.67 - $75.85 $29,658 - $43,537	-574 Reduced 8.4%	6,257 $334,000
Q2 2022 Aug 15, 2022	BUY	$56.81 - $112.28 $47,834 - $94,539	842 Added 14.06%	6,831 $391,000
Q1 2022 May 17, 2022	SELL	$73.24 - $157.01 $161,787 - $346,835	-2,209 Reduced 26.95%	5,989 $641,000
Q4 2021 Feb 15, 2022	BUY	$135.09 - $284.11 $83,350 - $175,295	617 Added 8.14%	8,198 $1.25 Million
Q3 2021 Nov 12, 2021	BUY	$256.89 - $310.05 $58,827 - $71,001	229 Added 3.11%	7,581 $1.95 Million
Q2 2021 Aug 12, 2021	SELL	$180.16 - $284.48 $109,537 - $172,963	-608 Reduced 7.64%	7,352 $2.06 Million
Q1 2021 May 13, 2021	BUY	$192.84 - $265.16 $48,595 - $66,820	252 Added 3.27%	7,960 $1.61 Million
Q4 2020 Feb 08, 2021	SELL	$197.6 - $251.6 $399,942 - $509,238	-2,024 Reduced 20.8%	7,708 $1.71 Million
Q3 2020 Nov 12, 2020	BUY	$178.96 - $268.8 $280,072 - $420,672	1,565 Added 19.16%	9,732 $2.1 Million
Q2 2020 Aug 12, 2020	SELL	$79.0 - $177.58 $34,365 - $77,247	-435 Reduced 5.06%	8,167 $1.41 Million
Q1 2020 May 13, 2020	BUY	$68.68 - $92.4 $91,207 - $122,707	1,328 Added 18.26%	8,602 $795,000
Q4 2019 Feb 07, 2020	BUY	$60.76 - $75.57 $48,364 - $60,153	796 Added 12.29%	7,274 $539,000
Q3 2019 Nov 12, 2019	BUY	$43.91 - $64.8 $29,463 - $43,480	671 Added 11.56%	6,478 $401,000
Q2 2019 Aug 14, 2019	BUY	$47.9 - $57.66 $56,857 - $68,442	1,187 Added 25.69%	5,807 $288,000
Q1 2019 May 10, 2019	BUY	$38.83 - $58.85 $179,394 - $271,887	4,620 New	4,620 $239,000

Others Institutions Holding DOCU

# of Institutions

757

Shares Held

160M

Call Options Held

3.62M

Put Options Held

4.42M

Vanguard Group Inc Valley Forge, PA

21.6M
Shares

$1.33 Billion
0.02% of portfolio
Black Rock Inc. New York, NY

14.6M
Shares

$900 Million
0.02% of portfolio
State Street Corp Boston, MA

5.25M
Shares

$324 Million
0.01% of portfolio
Price T Rowe Associates Inc Baltimore, MD

4.75M
Shares

$293 Million
0.03% of portfolio
Capital World Investors Los Angeles, CA

4.19M
Shares

$258 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 $12.4B
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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