Pathstone Family Office, LLC Docusign, Inc. Transaction History

Pathstone Family Office, LLC

$15.6 Billion
Q3 2023

A detailed history of Pathstone Family Office, LLC transactions in Docusign, Inc. stock. As of the latest transaction made, Pathstone Family Office, LLC holds 75,851 shares of DOCU stock, worth $4.71 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares

75,851

Previous 77,054 1.56%

Holding current value

$4.71 Million

Previous $3.94 Million 19.08%

% of portfolio

0.02%

Previous 0.06%

20 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2023 Nov 08, 2023	SELL	$41.04 - $54.18 $49,371 - $65,178	-1,203 Reduced 1.56%	75,851 $3.19 Million
Q2 2023 Jan 12, 2024	BUY	$47.4 - $59.15 $57,022 - $71,157	1,203 Added 1.59%	77,054 $3.94 Million
Q2 2023 Aug 14, 2023	SELL	$47.4 - $59.15 $87,832 - $109,604	-1,853 Reduced 2.35%	77,054 $3.94 Million
Q1 2023 May 15, 2023	BUY	$49.69 - $67.83 $1.72 Million - $2.34 Million	34,559 Added 77.93%	78,907 $4.6 Million
Q4 2022 Oct 23, 2023	SELL	$39.8 - $59.55 $251,894 - $376,891	-6,329 Reduced 12.49%	44,348 $2.46 Million
Q4 2022 Feb 13, 2023	SELL	$39.8 - $59.55 $255,197 - $381,834	-6,412 Reduced 12.63%	44,348 $2.46 Million
Q3 2022 Oct 23, 2023	BUY	$51.67 - $75.85 $436,508 - $640,780	8,448 Added 20.01%	50,677 $2.71 Million
Q3 2022 Nov 14, 2022	BUY	$51.67 - $75.85 $436,508 - $640,780	8,448 Added 19.97%	50,760 $2.73 Million
Q2 2022 Oct 23, 2023	SELL	$56.81 - $112.28 $1.98 Million - $3.91 Million	-34,825 Reduced 45.2%	42,229 $2.42 Million
Q2 2022 Aug 15, 2022	BUY	$56.81 - $112.28 $2.18 Million - $4.3 Million	38,299 Added 954.37%	42,312 $2.43 Million
Q1 2022 May 16, 2022	BUY	$73.24 - $157.01 $10,986 - $23,551	150 Added 3.88%	4,013 $470,000
Q4 2021 Feb 14, 2022	SELL	$135.09 - $284.11 $228,031 - $479,577	-1,688 Reduced 30.41%	3,863 $589,000
Q3 2021 Nov 16, 2021	BUY	$256.89 - $310.05 $18,239 - $22,013	71 Added 1.3%	5,551 $1.43 Million
Q2 2021 Aug 31, 2021	BUY	$180.16 - $284.48 $538,498 - $850,310	2,989 Added 119.99%	5,480 $1.53 Million
Q1 2021 May 14, 2021	BUY	$192.84 - $265.16 $36,639 - $50,380	190 Added 8.26%	2,491 $504,000
Q4 2020 Feb 16, 2021	BUY	$197.6 - $251.6 $454,677 - $578,931	2,301 New	2,301 $512,000
Q3 2020 Nov 12, 2020	SELL	$178.96 - $268.8 $17,896 - $26,880	-100 Closed	0 $0
Q1 2020 Jun 11, 2020	BUY	$68.68 - $92.4 $6,868 - $9,240	100 New	100 $9,000
Q2 2019 Aug 14, 2019	SELL	$47.9 - $57.66 $622 - $749	-13 Closed	0 $0
Q1 2019 May 14, 2019	BUY	$38.83 - $58.85 $504 - $765	13 New	13 $1,000

Others Institutions Holding DOCU

# of Institutions

757

Shares Held

160M

Call Options Held

3.62M

Put Options Held

4.42M

View Full List

About DOCUSIGN, INC.

Ticker DOCU
Exchange NASDAQ
Sector Technology
Industry Software—Application
Shares Outstandng 200,779,008
Market Cap $12.5B
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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Pathstone Family Office, LLC Docusign, Inc. Transaction History