Wetherby Asset Management Inc Docusign, Inc. Transaction History

Wetherby Asset Management Inc

$2.13 Billion
Q3 2024

21 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 15, 2024	BUY	$49.98 - $63.55 $699 - $889	14 Added 0.42%	3,386 $201,000
Q4 2023 Feb 14, 2024	BUY	$38.53 - $63.11 $129,923 - $212,806	3,372 New	3,372 $200,000
Q2 2023 Aug 14, 2023	SELL	$47.4 - $59.15 $194,387 - $242,574	-4,101 Reduced 46.51%	4,717 $240,000
Q1 2023 May 12, 2023	SELL	$49.69 - $67.83 $20,472 - $27,945	-412 Reduced 4.46%	8,818 $514,000
Q4 2022 Feb 14, 2023	BUY	$39.8 - $59.55 $9,034 - $13,517	227 Added 2.52%	9,230 $511,000
Q3 2022 Nov 14, 2022	BUY	$51.67 - $75.85 $176,866 - $259,634	3,423 Added 61.34%	9,003 $481,000
Q2 2022 Aug 15, 2022	BUY	$56.81 - $112.28 $14,656 - $28,968	258 Added 4.85%	5,580 $320,000
Q1 2022 May 16, 2022	SELL	$73.24 - $157.01 $22,484 - $48,202	-307 Reduced 5.45%	5,322 $570,000
Q4 2021 Feb 14, 2022	SELL	$135.09 - $284.11 $115,096 - $242,061	-852 Reduced 13.15%	5,629 $857,000
Q3 2021 Nov 15, 2021	BUY	$256.89 - $310.05 $154,647 - $186,650	602 Added 10.24%	6,481 $1.67 Million
Q2 2021 Aug 16, 2021	SELL	$180.16 - $284.48 $16,574 - $26,172	-92 Reduced 1.54%	5,879 $1.64 Million
Q1 2021 May 14, 2021	SELL	$192.84 - $265.16 $184,547 - $253,758	-957 Reduced 13.81%	5,971 $1.21 Million
Q4 2020 Feb 11, 2021	BUY	$197.6 - $251.6 $81,016 - $103,156	410 Added 6.29%	6,928 $1.54 Million
Q3 2020 Dec 16, 2020	SELL	$178.96 - $268.8 $207,772 - $312,076	-1,161 Reduced 15.12%	6,518 $1.4 Million
Q3 2020 Nov 13, 2020	BUY	$178.96 - $268.8 $189,518 - $284,659	1,059 Added 16.0%	7,679 $1.65 Million
Q2 2020 Aug 14, 2020	SELL	$79.0 - $177.58 $158,790 - $356,935	-2,010 Reduced 23.29%	6,620 $1.14 Million
Q1 2020 May 06, 2020	BUY	$68.68 - $92.4 $27,334 - $36,775	398 Added 4.83%	8,630 $797,000
Q4 2019 Jan 28, 2020	SELL	$60.76 - $75.57 $243 - $302	-4 Reduced 0.05%	8,232 $610,000
Q3 2019 Oct 31, 2019	SELL	$43.91 - $64.8 $112,102 - $165,434	-2,553 Reduced 23.66%	8,236 $510,000
Q2 2019 Jul 25, 2019	SELL	$47.9 - $57.66 $396,180 - $476,905	-8,271 Reduced 43.39%	10,789 $536,000
Q1 2019 May 09, 2019	BUY	$38.83 - $58.85 $740,099 - $1.12 Million	19,060 New	19,060 $988,000

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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