Latest Institutional Transactions on Docusign, Inc. (DOCU)
This table provides information on the latest institutional transactions involving Docusign, Inc. (DOCU) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
BUY
|
- |
279+ 4.38% |
$19.6K - $26.2K
|
6.66K
$517K
|
|
|
Jul 18, 2025
Q2 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-32- 36.78% |
$2.25K - $3K
|
55
$4.27K
|
|
|
Jul 18, 2025
Q2 2025
|
Robeco Institutional Asset Management B.V.
|
SELL
|
- |
-118K- 24.09% |
$8.32M - $11.1M
|
372K
$28.9M
|
|
|
Jul 18, 2025
Q2 2025
|
Philip James Wealth Mangement, LLC
Milton, GA |
SELL
|
- |
-72- 1.61% |
$5.07K - $6.76K
|
4.4K
$341K
|
|
|
Jul 17, 2025
Q2 2025
|
Beacon Capital Management, LLC
|
SELL
|
- |
-15- 60.0% |
$1.06K - $1.41K
|
10
$776
|
|
|
Jul 17, 2025
Q2 2025
|
Granite Shares Advisors LLC
|
BUY
|
- |
5.27KNew |
$371K - $495K
|
5.27K
$409K
|
|
|
Jul 17, 2025
Q2 2025
|
V Square Quantitative Management LLC
Chicago, IL |
SELL
|
- |
-48- 1.5% |
$3.38K - $4.5K
|
3.14K
$244K
|
|
|
Jul 17, 2025
Q2 2025
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
BUY
|
- |
8.31KNew |
$584K - $779K
|
8.31K
$645K
|
|
|
Jul 17, 2025
Q2 2025
|
Oak Family Advisors, LLC
|
BUY
|
- |
24.3K+ 34.3% |
$1.71M - $2.28M
|
95.1K
$7.38M
|
|
|
Jul 17, 2025
Q2 2025
|
Bennett Selby Investments LP
|
BUY
|
- |
1.08K+ 18.05% |
$76.1K - $102K
|
7.08K
$549K
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-7.59K- 18.35% |
$534K - $712K
|
33.8K
$2.62M
|
|
|
Jul 17, 2025
Q2 2025
|
Paradiem, LLC
|
SELL
|
- |
-12.2K- 22.75% |
$857K - $1.14M
|
41.3K
$3.21M
|
|
|
Jul 17, 2025
Q2 2025
|
One Wealth Advisors, LLC
San Francisco, CA |
SELL
|
- |
-123- 4.46% |
$8.65K - $11.5K
|
2.64K
$205K
|
|
|
Jul 17, 2025
Q2 2025
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
5+ 71.43% |
$352 - $469
|
12
$931
|
|
|
Jul 17, 2025
Q2 2025
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-107- 3.28% |
$7.53K - $10K
|
3.16K
$245K
|
|
|
Jul 16, 2025
Q2 2025
|
Meag Munich Ergo, Kapitalanlagegesellschaft Mb H
|
SELL
|
- |
-14.6K- 54.24% |
$1.03M - $1.37M
|
12.3K
$957K
|
|
|
Jul 16, 2025
Q2 2025
|
Essex Financial Services, Inc.
|
SELL
|
- |
-60- 0.91% |
$4.22K - $5.63K
|
6.5K
$504K
|
|
|
Jul 16, 2025
Q2 2025
|
Dakota Wealth Management
|
BUY
|
- |
435+ 1.95% |
$30.6K - $40.8K
|
22.7K
$1.77M
|
|
|
Jul 16, 2025
Q2 2025
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
SELL
|
- |
-25- 11.11% |
$1.76K - $2.35K
|
200
$15.5K
|
|
|
Jul 16, 2025
Q2 2025
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
1.71KNew |
$120K - $160K
|
1.71K
$132K
|
|
|
Jul 16, 2025
Q2 2025
|
State Of Alaska, Department Of Revenue
|
BUY
|
- |
14.1K+ 59.58% |
$992K - $1.32M
|
37.8K
$2.93M
|
|
|
Jul 16, 2025
Q2 2025
|
Meridian Investment Counsel Inc.
Lafayette, CA |
SELL
|
- |
-450- 1.56% |
$31.7K - $42.2K
|
28.5K
$2.21M
|
|
|
Jul 16, 2025
Q2 2025
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-305- 19.5% |
$21.5K - $28.6K
|
1.26K
$97.7K
|
|
|
Jul 16, 2025
Q2 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
71New |
$4.99K - $6.66K
|
71
$5.51K
|
|
|
Jul 16, 2025
Q2 2025
|
Formidable Asset Management, LLC
Cincinnati, OH |
BUY
|
- |
5.17K+ 109.14% |
$364K - $485K
|
9.91K
$769K
|
|
|
Jul 16, 2025
Q2 2025
|
Sage Rhino Capital LLC
|
SELL
|
- |
-34- 0.2% |
$2.39K - $3.19K
|
16.8K
$1.3M
|
|
|
Jul 15, 2025
Q2 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-2- 15.38% |
$141 - $188
|
11
$854
|
|
|
Jul 15, 2025
Q2 2025
|
Fifth Third Bancorp
|
SELL
|
- |
-157- 11.29% |
$11K - $14.7K
|
1.23K
$95.8K
|
|
|
Jul 15, 2025
Q2 2025
|
Burns Matteson Capital Management, LLC
Corning, NY |
SELL
|
- |
-245- 4.25% |
$17.2K - $23K
|
5.52K
$428K
|
|
|
Jul 15, 2025
Q2 2025
|
Financial Management Professionals, Inc.
|
BUY
|
- |
7+ 5.43% |
$492 - $657
|
136
$10.6K
|
|
|
Jul 15, 2025
Q2 2025
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
169+ 5.18% |
$11.9K - $15.9K
|
3.43K
$266K
|
|
|
Jul 15, 2025
Q2 2025
|
Public Employees Retirement System Of Ohio
Columbus, OH |
BUY
|
- |
693+ 1.04% |
$48.8K - $65K
|
67.2K
$5.21M
|
|
|
Jul 15, 2025
Q2 2025
|
Retireful, LLC
|
SELL
|
- |
-3.89K- 28.76% |
$273K - $365K
|
9.62K
$747K
|
|
|
Jul 15, 2025
Q2 2025
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
11+ 5.31% |
$774 - $1.03K
|
218
$16.9K
|
|
|
Jul 14, 2025
Q2 2025
|
Avanza Fonder Ab
Stockholm, V7 |
BUY
|
- |
12.4KNew |
$875K - $1.17M
|
12.4K
$965K
|
|
|
Jul 14, 2025
Q2 2025
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
30+ 22.06% |
$2.11K - $2.82K
|
166
$12.9K
|
|
|
Jul 14, 2025
Q2 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-11.9K- 79.81% |
$837K - $1.12M
|
3.01K
$234K
|
|
|
Jul 14, 2025
Q2 2025
|
Narus Financial Partners, LLC
Salt Lake City, UT |
BUY
|
- |
3.84KNew |
$270K - $360K
|
3.84K
$298K
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
2+ 50.0% |
$141 - $188
|
6
$466
|
|
|
Jul 14, 2025
Q2 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-101- 2.87% |
$7.11K - $9.48K
|
3.42K
$265K
|
|
|
Jul 14, 2025
Q2 2025
|
Ridgewood Investments LLC
|
SELL
|
- |
-2K- 53.75% |
$141K - $188K
|
1.72K
$134K
|
|
|
Jul 14, 2025
Q2 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
19New |
$1.34K - $1.78K
|
19
$1.47K
|
|
|
Jul 11, 2025
Q2 2025
|
Perpetual LTD
Sydney, New South Wales, C3 |
BUY
|
- |
2.48K+ 30.43% |
$175K - $233K
|
10.6K
$825K
|
|
|
Jul 11, 2025
Q2 2025
|
Kapstone Financial Advisors LLC
Dayton, OH |
BUY
|
- |
3.29KNew |
$231K - $308K
|
3.29K
$255K
|
|
|
Jul 11, 2025
Q2 2025
|
Assenagon Asset Management S.A.
|
BUY
|
- |
273K+ 114.08% |
$19.2M - $25.7M
|
513K
$39.8M
|
|
|
Jul 11, 2025
Q2 2025
|
Umb Bank, N.A.
|
SELL
|
- |
-195- 9.77% |
$13.7K - $18.3K
|
1.8K
$140K
|
|
|
Jul 11, 2025
Q2 2025
|
Cx Institutional
|
BUY
|
- |
10New |
$704 - $938
|
10
$776
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
3.26K+ 67.58% |
$229K - $306K
|
8.09K
$628K
|
|
|
Jul 11, 2025
Q2 2025
|
Mitchell & Pahl Private Wealth, LLC
|
BUY
|
- |
556+ 2.68% |
$39.1K - $52.2K
|
21.3K
$1.65M
|
|
|
Jul 10, 2025
Q2 2025
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
SELL
|
- |
-10.2K- 22.48% |
$717K - $957K
|
35.2K
$2.73M
|