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 10, 2025
Q2 2025
|
Baader Bank Aktiengesellschaft
Unterschleissheim, 2M |
BUY
|
- |
729+ 11.14% |
$51.3K - $68.4K
|
7.27K
$565K
|
|
|
Jul 10, 2025
Q2 2025
|
Swedbank Ab
Stockholm, V7 |
BUY
|
- |
300+ 0.18% |
$21.1K - $28.2K
|
164K
$12.7M
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-14.8K- 13.7% |
$1.04M - $1.39M
|
93.4K
$7.25M
|
|
|
Jul 10, 2025
Q2 2025
|
Family Legacy Financial Solutions, LLC
Cary, NC |
BUY
|
- |
20New |
$1.41K - $1.88K
|
20
$1.55K
|
|
|
Jul 10, 2025
Q2 2025
|
Mn Services Vermogensbeheer B.V.
|
BUY
|
- |
800+ 1.08% |
$56.3K - $75.1K
|
74.9K
$5.81M
|
|
|
Jul 10, 2025
Q2 2025
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
590+ 20.72% |
$41.5K - $55.4K
|
3.44K
$267K
|
|
|
Jul 10, 2025
Q2 2025
|
Selective Wealth Management, Inc.
|
SELL
|
- |
-1.62K- 3.5% |
$114K - $152K
|
44.7K
$3.47M
|
|
|
Jul 10, 2025
Q2 2025
|
Ifm Investors Pty LTD
|
BUY
|
- |
1.91K+ 5.54% |
$135K - $179K
|
36.4K
$2.83M
|
|
|
Jul 09, 2025
Q2 2025
|
Reyes Financial Architecture, Inc.
San Diego, CA |
SELL
|
- |
-1.02K- 47.28% |
$71.5K - $95.3K
|
1.13K
$87.9K
|
|
|
Jul 09, 2025
Q2 2025
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
BUY
|
- |
1.04K+ 8.64% |
$73.2K - $97.6K
|
13.1K
$1.02M
|
|
|
Jul 09, 2025
Q2 2025
|
Mfg Wealth Management, Inc.
Indianapolis, IN |
SELL
|
- |
-10.6K- 44.46% |
$742K - $990K
|
13.2K
$1.02M
|
|
|
Jul 09, 2025
Q2 2025
|
Aaron Wealth Advisors LLC
|
SELL
|
- |
-241- 4.48% |
$17K - $22.6K
|
5.14K
$399K
|
|
|
Jul 09, 2025
Q2 2025
|
Gilman Hill Asset Management, LLC
|
BUY
|
- |
36+ 0.04% |
$2.53K - $3.38K
|
84.4K
$6.55M
|
|
|
Jul 09, 2025
Q2 2025
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-260- 4.36% |
$18.3K - $24.4K
|
5.7K
$442K
|
|
|
Jul 08, 2025
Q2 2025
|
Lingohr & Partner Asset Management Gmb H
Erkrath, 2M |
SELL
|
- |
-80.7K- 95.33% |
$5.68M - $7.57M
|
3.96K
$307K
|
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-50- 75.76% |
$3.52K - $4.69K
|
16
$1.24K
|
|
|
Jul 08, 2025
Q2 2025
|
Webster Bank, N. A.
|
BUY
|
- |
36New |
$2.53K - $3.38K
|
36
$2.79K
|
|
|
Jul 08, 2025
Q2 2025
|
Rise Advisors, LLC
|
SELL
|
- |
-34- 7.34% |
$2.39K - $3.19K
|
429
$33.3K
|
|
|
Jul 08, 2025
Q2 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
142+ 31.35% |
$9.99K - $13.3K
|
595
$46.2K
|
|
|
Jul 08, 2025
Q2 2025
|
Sandbox Financial Partners, LLC
Bethesda, MD |
BUY
|
- |
4.49KNew |
$316K - $422K
|
4.49K
$349K
|
|
|
Jul 07, 2025
Q2 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
225+ 11.72% |
$15.8K - $21.1K
|
2.15K
$166K
|
|
|
Jul 07, 2025
Q2 2025
|
Versant Capital Management, Inc
|
SELL
|
- |
-817- 17.74% |
$57.5K - $76.7K
|
3.79K
$294K
|
|
|
Jul 07, 2025
Q2 2025
|
Hedges Asset Management LLC
|
BUY
|
- |
2.65KNew |
$186K - $249K
|
2.65K
$206K
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-2.06K- 43.22% |
$145K - $193K
|
2.71K
$210K
|
|
|
Jul 07, 2025
Q2 2025
|
Gallacher Capital Management LLC
Lone Tree, CO |
SELL
|
- |
-2.57K- 48.15% |
$181K - $241K
|
2.77K
$215K
|
|
|
Jul 03, 2025
Q2 2025
|
Garde Capital, Inc.
Seattle, WA |
SELL
|
- |
-366- 4.5% |
$25.7K - $34.3K
|
7.77K
$603K
|
|
|
Jul 01, 2025
Q2 2025
|
Kera Capital Partners, Inc.
Sacramento, CA |
BUY
|
- |
261+ 7.24% |
$18.4K - $24.5K
|
3.87K
$300K
|
|
| Q1 2025 | |||||||
|
Jul 16, 2025
Q1 2025
|
Virginia Retirement Systems Et Al
Richmond, VA |
BUY
|
- |
255K+ 159.92% |
$19.1M - $24.9M
|
415K
$32.2M
|
|
|
Jul 14, 2025
Q1 2025
|
Painted Porch Advisors LLC
Santa Barbara, CA |
SELL
|
- |
-9Closed |
$672 - $879
|
0
$0
|
|
|
Jun 20, 2025
Q1 2025
|
Real Talk Capital, LLC
Franklin, TN |
BUY
|
- |
252+ 9.86% |
$18.8K - $24.6K
|
2.81K
$218K
|
|
|
May 29, 2025
Q1 2025
|
Quaker Wealth Management, LLC
|
BUY
|
PUT |
6New |
$448 - $586
|
6
$466
|
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
17K+ 8546.23% |
$1.27M - $1.66M
|
17.2K
$1.34M
|
|
|
May 28, 2025
Q1 2025
|
Wealth Management Associates, Inc.
Cherry Hill, NJ |
BUY
|
- |
580+ 6.28% |
$43.3K - $56.7K
|
9.81K
$761K
|
|
|
May 28, 2025
Q1 2025
|
Anderson Financial Strategies, LLC
Dayton, OH |
BUY
|
- |
1.11KNew |
$83.1K - $109K
|
1.11K
$86.3K
|
|
|
May 21, 2025
Q1 2025
|
Acadian Asset Management LLC
Boston, MA |
SELL
|
- |
-738K- 96.72% |
$55.1M - $72.1M
|
25.1K
$1.94M
|
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-500- 21.02% |
$37.4K - $48.9K
|
1.88K
$146K
|
|
|
May 20, 2025
Q1 2025
|
Aspen Investment Management Inc
Grand Rapids, MI |
SELL
|
- |
-9.68K- 72.35% |
$723K - $945K
|
3.7K
$287K
|
|
|
May 20, 2025
Q1 2025
|
Intech Investment Management LLC
West Palm Beach, FL |
SELL
|
- |
-46.8K- 28.49% |
$3.5M - $4.58M
|
118K
$9.12M
|
|
|
May 19, 2025
Q1 2025
|
Ubs Asset Management Americas Inc
Chicago, IL |
BUY
|
- |
319K+ 18.64% |
$23.8M - $31.1M
|
2.03M
$157M
|
|
|
May 19, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-11.1K- 35.48% |
$829K - $1.08M
|
20.2K
$1.57M
|
|
|
May 19, 2025
Q1 2025
|
Plato Investment Management LTD
Sydney, C3 |
BUY
|
- |
311+ 3.76% |
$23.2K - $30.4K
|
8.58K
$666K
|
|
|
May 16, 2025
Q1 2025
|
Empowered Funds, LLC
|
BUY
|
- |
76.3K+ 270.12% |
$5.7M - $7.45M
|
104K
$8.11M
|
|
|
May 16, 2025
Q1 2025
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
BUY
|
- |
2New |
$149 - $195
|
2
$155
|
|
|
May 16, 2025
Q1 2025
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
20+ 333.33% |
$1.49K - $1.95K
|
26
$2.02K
|
|
|
May 16, 2025
Q1 2025
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-77.7K- 4.77% |
$5.8M - $7.59M
|
1.55M
$120M
|
|
|
May 16, 2025
Q1 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
PUT |
43.7KNew |
$3.26M - $4.27M
|
43.7K
$3.39M
|
|
|
May 16, 2025
Q1 2025
|
Optimize Financial Inc
Laguna Hills, CA |
BUY
|
- |
2.73KNew |
$204K - $266K
|
2.73K
$212K
|
|
|
May 15, 2025
Q1 2025
|
Fred Alger Management, LLC
New York, NY |
BUY
|
- |
3.14KNew |
$235K - $307K
|
3.14K
$244K
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
2.46K+ 36.43% |
$184K - $240K
|
9.2K
$714K
|
|
|
May 15, 2025
Q1 2025
|
Twin Tree Management, LP
Dallas, TX |
BUY
|
- |
716New |
$53.5K - $70K
|
716
$55.6K
|
|