Orion Portfolio Solutions, LLC Docusign, Inc. Transaction History

Orion Portfolio Solutions, LLC

$9.43 Billion
Q3 2024

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2023 Aug 14, 2023	SELL	$47.4 - $59.15 $21,424 - $26,735	-452 Reduced 1.63%	27,363 $1.4 Million
Q1 2023 Aug 30, 2023	BUY	$49.69 - $67.83 $22,459 - $30,659	452 Added 1.65%	27,815 $1.62 Million
Q1 2023 May 15, 2023	SELL	$49.69 - $67.83 $61,069 - $83,363	-1,229 Reduced 4.23%	27,815 $1.62 Million
Q4 2022 Feb 08, 2023	SELL	$39.8 - $59.55 $53,729 - $80,392	-1,350 Reduced 4.44%	29,044 $1.61 Million
Q3 2022 Nov 09, 2022	SELL	$51.67 - $75.85 $29,916 - $43,917	-579 Reduced 1.87%	30,394 $1.63 Million
Q2 2022 Jul 14, 2022	SELL	$56.81 - $112.28 $75,670 - $149,556	-1,332 Reduced 4.12%	30,973 $1.78 Million
Q1 2022 May 19, 2022	BUY	$73.24 - $157.01 $1.79 Million - $3.84 Million	24,482 Added 312.95%	32,305 $3.46 Million
Q4 2021 Feb 09, 2022	BUY	$135.09 - $284.11 $868,358 - $1.83 Million	6,428 Added 460.79%	7,823 $1.19 Million
Q3 2021 Nov 10, 2021	SELL	$256.89 - $310.05 $70,644 - $85,263	-275 Reduced 16.47%	1,395 $359,000
Q2 2021 Aug 05, 2021	SELL	$180.16 - $284.48 $18,556 - $29,301	-103 Reduced 5.81%	1,670 $467,000
Q1 2021 May 17, 2021	SELL	$192.84 - $265.16 $51,681 - $71,062	-268 Reduced 13.13%	1,773 $359,000
Q4 2020 Feb 04, 2021	BUY	$197.6 - $251.6 $36,556 - $46,546	185 Added 9.97%	2,041 $454,000
Q3 2020 Nov 13, 2020	SELL	$178.96 - $268.8 $127,598 - $191,654	-713 Reduced 27.75%	1,856 $399,000
Q2 2020 Aug 19, 2020	SELL	$79.0 - $177.58 $41,396 - $93,051	-524 Reduced 16.94%	2,569 $442,000
Q1 2020 May 15, 2020	BUY	$68.68 - $92.4 $549 - $739	8 Added 0.26%	3,093 $286,000
Q4 2019 Feb 14, 2020	BUY	$60.76 - $75.57 $187,444 - $233,133	3,085 New	3,085 $229,000

Others Institutions Holding DOCU

# of Institutions

793

Shares Held

160M

Call Options Held

5.37M

Put Options Held

4.51M

Vanguard Group Inc Valley Forge, PA

21.9M
Shares

$1.73 Billion
0.02% of portfolio
Black Rock Inc. New York, NY

14.6M
Shares

$1.15 Billion
0.02% of portfolio
Price T Rowe Associates Inc Baltimore, MD

6.84M
Shares

$541 Million
0.05% of portfolio
State Street Corp Boston, MA

5.37M
Shares

$425 Million
0.01% of portfolio
American Century Companies Inc Kansas City, MO

4.48M
Shares

$355 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 $15.9B
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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