Lyell Wealth Management, LP Docusign, Inc. Transaction History

Lyell Wealth Management, LP

$978 Million
Q1 2024

A detailed history of Lyell Wealth Management, LP transactions in Docusign, Inc. stock. As of the latest transaction made, Lyell Wealth Management, LP holds 18,681 shares of DOCU stock, worth $1 Million. This represents 0.11% of its overall portfolio holdings.

Number of Shares

18,681

Previous 18,801 0.64%

Holding current value

$1 Million

Previous $1.12 Million 0.45%

% of portfolio

0.11%

Previous 0.13%

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 03, 2024	SELL	$49.98 - $63.55 $5,997 - $7,626	-120 Reduced 0.64%	18,681 $1.11 Million
Q4 2023 Feb 02, 2024	SELL	$38.53 - $63.11 $80,797 - $132,341	-2,097 Reduced 10.03%	18,801 $1.12 Million
Q3 2023 Oct 31, 2023	SELL	$41.04 - $54.18 $56,471 - $74,551	-1,376 Reduced 6.18%	20,898 $877,000
Q2 2023 Aug 04, 2023	SELL	$47.4 - $59.15 $346,351 - $432,209	-7,307 Reduced 24.7%	22,274 $1.14 Million
Q1 2023 May 03, 2023	SELL	$49.69 - $67.83 $48,547 - $66,269	-977 Reduced 3.2%	29,581 $1.72 Million

Q4 2022 Jan 24, 2023	SELL	$39.8 - $59.55 $449,859 - $673,093	-11,303 Reduced 27.0%	30,558 $0
Q3 2022 Oct 24, 2022	SELL	$51.67 - $75.85 $81,328 - $119,387	-1,574 Reduced 3.62%	41,861 $2.24 Million
Q2 2022 Jul 28, 2022	SELL	$56.81 - $112.28 $174,747 - $345,373	-3,076 Reduced 6.61%	43,435 $2.49 Million
Q1 2022 May 04, 2022	BUY	$73.24 - $157.01 $205,584 - $440,727	2,807 Added 6.42%	46,511 $4.98 Million
Q4 2021 Feb 08, 2022	BUY	$135.09 - $284.11 $135,225 - $284,394	1,001 Added 2.34%	43,704 $6.66 Million
Q3 2021 Nov 10, 2021	BUY	$256.89 - $310.05 $152,592 - $184,169	594 Added 1.41%	42,703 $11 Million
Q2 2021 Aug 09, 2021	BUY	$180.16 - $284.48 $220,876 - $348,772	1,226 Added 3.0%	42,109 $11.8 Million
Q1 2021 May 07, 2021	BUY	$192.84 - $265.16 $862,766 - $1.19 Million	4,474 Added 12.29%	40,883 $8.28 Million
Q4 2020 Feb 04, 2021	BUY	$197.6 - $251.6 $253,916 - $323,306	1,285 Added 3.66%	36,409 $8.09 Million
Q3 2020 Nov 04, 2020	BUY	$178.96 - $268.8 $808,899 - $1.21 Million	4,520 Added 14.77%	35,124 $7.56 Million
Q2 2020 Jul 30, 2020	BUY	$79.0 - $177.58 $1.14 Million - $2.57 Million	14,480 Added 89.8%	30,604 $5.27 Million
Q1 2020 May 11, 2020	BUY	$68.68 - $92.4 $1.11 Million - $1.49 Million	16,124 New	16,124 $1.49 Million

Others Institutions Holding DOCU

# of Institutions

773

Shares Held

157M

Call Options Held

6.59M

Put Options Held

5.94M

View Full List

About DOCUSIGN, INC.

Ticker DOCU
Exchange NASDAQ
Sector Technology
Industry Software—Application
Shares Outstandng 200,779,008
Market Cap $10.8B
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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Lyell Wealth Management, LP Docusign, Inc. Transaction History