Patriot Financial Group Insurance Agency, LLC Docusign, Inc. Transaction History

Patriot Financial Group Insurance Agency, LLC

$667 Million
Q2 2024

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2022 Jul 29, 2022	SELL	$56.81 - $112.28 $9,487 - $18,750	-167 Reduced 90.27%	18 $1,000
Q1 2022 May 11, 2022	SELL	$73.24 - $157.01 $1,904 - $4,082	-26 Reduced 12.32%	185 $20,000
Q4 2021 Jan 10, 2022	BUY	$135.09 - $284.11 $3,377 - $7,102	25 Added 13.44%	211 $32,000
Q3 2021 Nov 24, 2021	SELL	$256.89 - $310.05 $462,402 - $558,090	-1,800 Reduced 90.63%	186 $48,000
Q2 2021 Jul 30, 2021	BUY	$180.16 - $284.48 $299,606 - $473,090	1,663 Added 514.86%	1,986 $555,000
Q4 2020 Jan 15, 2021	SELL	$197.6 - $251.6 $79,040 - $100,640	-400 Reduced 55.33%	323 $72,000
Q3 2020 Oct 21, 2020	BUY	$178.96 - $268.8 $62,278 - $93,542	348 Added 92.8%	723 $156,000
Q2 2020 Jul 10, 2020	BUY	$79.0 - $177.58 $13,825 - $31,076	175 Added 87.5%	375 $65,000
Q1 2020 Apr 15, 2020	BUY	$68.68 - $92.4 $6,868 - $9,240	100 Added 100.0%	200 $18,000
Q4 2019 Jan 22, 2020	BUY	$60.76 - $75.57 $6,076 - $7,556	100 New	100 $7,000

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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