Valeo Financial Advisors, LLC Docusign, Inc. Transaction History

Valeo Financial Advisors, LLC

$3.81 Billion
Q3 2024

21 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2023 Jul 14, 2023	BUY	$47.4 - $59.15 $13,509 - $16,857	285 Added 7.05%	4,325 $220,000
Q1 2023 Apr 17, 2023	SELL	$49.69 - $67.83 $2,931 - $4,001	-59 Reduced 1.44%	4,040 $235,000
Q4 2022 Feb 09, 2023	SELL	$39.8 - $59.55 $54,127 - $80,988	-1,360 Reduced 24.91%	4,099 $227,000
Q3 2022 Oct 31, 2022	SELL	$51.67 - $75.85 $43,402 - $63,713	-840 Reduced 13.34%	5,459 $292,000
Q2 2022 Aug 03, 2022	SELL	$56.81 - $112.28 $3,635 - $7,185	-64 Reduced 1.01%	6,299 $361,000
Q1 2022 Apr 28, 2022	BUY	$73.24 - $157.01 $13,622 - $29,203	186 Added 3.01%	6,363 $682,000
Q4 2021 Jan 07, 2022	BUY	$135.09 - $284.11 $274,637 - $577,595	2,033 Added 49.06%	6,177 $941,000
Q3 2021 Nov 02, 2021	BUY	$256.89 - $310.05 $84,773 - $102,316	330 Added 8.65%	4,144 $1.07 Million
Q2 2021 Jul 22, 2021	SELL	$180.16 - $284.48 $62,875 - $99,283	-349 Reduced 8.38%	3,814 $1.07 Million
Q1 2021 Apr 12, 2021	BUY	$192.84 - $265.16 $191,490 - $263,303	993 Added 31.32%	4,163 $843,000
Q4 2020 Feb 11, 2021	SELL	$197.6 - $251.6 $96,626 - $123,032	-489 Reduced 13.36%	3,170 $705,000
Q3 2020 Oct 28, 2020	BUY	$178.96 - $268.8 $1,252 - $1,881	7 Added 0.19%	3,659 $788,000
Q2 2020 Jul 20, 2020	BUY	$79.0 - $177.58 $33,338 - $74,938	422 Added 13.07%	3,652 $629,000
Q1 2020 Apr 13, 2020	SELL	$68.68 - $92.4 $12,431 - $16,724	-181 Reduced 5.31%	3,230 $292,000
Q4 2019 Jan 24, 2020	SELL	$60.76 - $75.57 $3,038 - $3,778	-50 Reduced 1.44%	3,411 $253,000
Q3 2019 Oct 15, 2019	BUY	$43.91 - $64.8 $2,195 - $3,240	50 Added 1.47%	3,461 $214,000
Q2 2019 Jul 10, 2019	BUY	$47.9 - $57.66 $5,316 - $6,400	111 Added 3.36%	3,411 $170,000
Q1 2019 Apr 12, 2019	BUY	$38.83 - $58.85 $13,008 - $19,714	335 Added 11.3%	3,300 $171,000
Q4 2018 Jan 30, 2019	BUY	$37.41 - $48.85 $6,546 - $8,548	175 Added 6.27%	2,965 $119,000
Q3 2018 Nov 01, 2018	BUY	$51.71 - $67.87 $130,050 - $170,693	2,515 Added 914.55%	2,790 $117,000
Q2 2018 Aug 14, 2018	BUY	$38.63 - $63.95 $10,623 - $17,586	275 New	275 $15,000

Others Institutions Holding DOCU

# of Institutions

789

Shares Held

160M

Call Options Held

4.96M

Put Options Held

3.94M

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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