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 |
|---|---|---|---|---|---|---|---|
|
May 07, 2024
Q1 2024
|
Qsemble Capital Management, LP
New York, NY |
BUY
|
- |
8.61KNew |
$430K - $547K
|
8.61K
$668K
|
|
|
May 06, 2024
Q1 2024
|
Addison Advisors LLC
|
BUY
|
- |
100New |
$5K - $6.36K
|
100
$7.76K
|
|
|
May 06, 2024
Q1 2024
|
Goodwin Investment Advisory
Woodstock, GA |
BUY
|
- |
1New |
$50 - $63.6
|
1
$77.6
|
|
|
May 03, 2024
Q1 2024
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
35.3K+ 273.97% |
$1.77M - $2.25M
|
48.2K
$3.74M
|
|
|
May 03, 2024
Q1 2024
|
Skylands Capital, LLC
|
BUY
|
- |
4KNew |
$200K - $254K
|
4K
$310K
|
|
|
May 02, 2024
Q1 2024
|
Whittier Trust CO
|
SELL
|
- |
-220- 23.53% |
$11K - $14K
|
715
$55.5K
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
SELL
|
- |
-335- 8.29% |
$16.7K - $21.3K
|
3.7K
$288K
|
|
|
May 01, 2024
Q1 2024
|
Bnp Paribas
New York, NY |
BUY
|
- |
8.3KNew |
$415K - $527K
|
8.3K
$644K
|
|
|
Apr 26, 2024
Q1 2024
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
BUY
|
- |
8.3KNew |
$415K - $527K
|
8.3K
$644K
|
|
|
Apr 26, 2024
Q1 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
1+ 14.29% |
$50 - $63.6
|
8
$621
|
|
|
Apr 26, 2024
Q1 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
125New |
$6.25K - $7.94K
|
125
$9.7K
|
|
|
Apr 23, 2024
Q1 2024
|
Gradient Investments LLC
|
SELL
|
- |
-843- 67.55% |
$42.1K - $53.6K
|
405
$31.4K
|
|
|
Apr 23, 2024
Q1 2024
|
Bfsg, LLC
|
BUY
|
- |
50New |
$2.5K - $3.18K
|
50
$3.88K
|
|
|
Apr 23, 2024
Q1 2024
|
La Fleur & Godfrey LLC
|
SELL
|
- |
-300- 7.83% |
$15K - $19.1K
|
3.53K
$274K
|
|
|
Apr 22, 2024
Q1 2024
|
Legal Advantage Investments, Inc.
|
SELL
|
- |
-50- 1.0% |
$2.5K - $3.18K
|
4.97K
$385K
|
|
|
Apr 19, 2024
Q1 2024
|
Cutler Group LP
|
BUY
|
- |
1.8K+ 900.0% |
$90K - $114K
|
2K
$155K
|
|
|
Apr 19, 2024
Q1 2024
|
Cutler Group LP
|
SELL
|
PUT |
-13K- 50.19% |
$650K - $826K
|
12.9K
$1M
|
|
|
Apr 19, 2024
Q1 2024
|
Norden Group LLC
Provo, UT |
BUY
|
- |
7.85KNew |
$392K - $499K
|
7.85K
$609K
|
|
|
Apr 18, 2024
Q1 2024
|
Center Star Asset Management, LLC
|
BUY
|
- |
6.96KNew |
$348K - $442K
|
6.96K
$540K
|
|
|
Apr 16, 2024
Q1 2024
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
620New |
$31K - $39.4K
|
620
$48.1K
|
|
|
Apr 16, 2024
Q1 2024
|
Tsfg, LLC
|
SELL
|
- |
-68- 42.5% |
$3.4K - $4.32K
|
92
$7.14K
|
|
|
Apr 15, 2024
Q1 2024
|
Counterpoint Mutual Funds LLC
|
SELL
|
- |
-4.01KClosed |
$200K - $255K
|
0
$0
|
|
|
Apr 11, 2024
Q1 2024
|
Capital Cs Group, LLC
|
BUY
|
CALL |
13.8KNew |
$690K - $877K
|
13.8K
$1.07M
|
|
|
Apr 11, 2024
Q1 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-75- 38.86% |
$3.75K - $4.77K
|
118
$9.16K
|
|
|
Apr 10, 2024
Q1 2024
|
Polianta LTD
|
BUY
|
- |
19.8KNew |
$990K - $1.26M
|
19.8K
$1.54M
|
|
|
Apr 01, 2024
Q1 2024
|
Global Wealth Strategies & Associates
Denver, CO |
SELL
|
- |
-75- 78.95% |
$3.75K - $4.77K
|
20
$1.55K
|
|
| Q4 2023 | |||||||
|
May 29, 2025
Q4 2023
|
Legal & General Group PLC
London, X0 |
SELL
|
- |
-290K- 22.16% |
$11.2M - $18.3M
|
1.02M
$79.2M
|
|
|
Feb 27, 2025
Q4 2023
|
Reap Financial Group, LLC
Austin, TX |
BUY
|
- |
10New |
$385 - $631
|
10
$776
|
|
|
Apr 09, 2024
Q4 2023
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
4New |
$154 - $252
|
4
$310
|
|
|
Apr 09, 2024
Q4 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
SELL
|
- |
-6- 50.0% |
$231 - $379
|
6
$466
|
|
|
Apr 01, 2024
Q4 2023
|
Azzad Asset Management Inc /Adv
Falls Church, VA |
SELL
|
- |
-24.5K- 61.58% |
$945K - $1.55M
|
15.3K
$1.19M
|
|
|
Mar 05, 2024
Q4 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-1.71K- 24.23% |
$66K - $108K
|
5.35K
$415K
|
|
|
Feb 29, 2024
Q4 2023
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
40New |
$1.54K - $2.52K
|
40
$3.1K
|
|
|
Feb 21, 2024
Q4 2023
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
337New |
$13K - $21.3K
|
337
$26.2K
|
|
|
Feb 15, 2024
Q4 2023
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
185New |
$7.13K - $11.7K
|
185
$14.4K
|
|
|
Feb 15, 2024
Q4 2023
|
Systematic Portfolios LLC
New York, NY |
BUY
|
- |
4.72KNew |
$182K - $298K
|
4.72K
$366K
|
|
|
Feb 15, 2024
Q4 2023
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
1New |
$38.5 - $63.1
|
1
$77.6
|
|
|
Feb 14, 2024
Q4 2023
|
Susquehanna Portfolio Strategies, LLC
Bala Cynwyd, PA |
BUY
|
- |
233KNew |
$8.97M - $14.7M
|
233K
$18.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Uss Investment Management LTD
|
BUY
|
- |
3K+ 7.0% |
$115K - $189K
|
45.8K
$3.55M
|
|
|
Feb 14, 2024
Q4 2023
|
Hollencrest Capital Management
|
SELL
|
- |
-1K- 91.74% |
$38.5K - $63.1K
|
90
$6.99K
|
|
|
Feb 14, 2024
Q4 2023
|
Gfg Capital, LLC
|
BUY
|
- |
4.33KNew |
$167K - $273K
|
4.33K
$336K
|
|
|
Feb 14, 2024
Q4 2023
|
Tyler Stone Wealth Management
Beachwood, OH |
SELL
|
- |
-300- 45.8% |
$11.6K - $18.9K
|
355
$27.6K
|
|
|
Feb 14, 2024
Q4 2023
|
Hudson Bay Capital Management LP
Greenwich, CT |
BUY
|
- |
79.3KNew |
$3.06M - $5.01M
|
79.3K
$6.16M
|
|
|
Feb 14, 2024
Q4 2023
|
Cipher Capital LP
New York, NY |
BUY
|
- |
9.03KNew |
$348K - $570K
|
9.03K
$701K
|
|
|
Feb 14, 2024
Q4 2023
|
Collaborative Holdings Management LP
New York, NY |
BUY
|
- |
22KNew |
$848K - $1.39M
|
22K
$1.71M
|
|
|
Feb 14, 2024
Q4 2023
|
Soviero Asset Management, LP
New York, NY |
BUY
|
CALL |
120KNew |
$4.62M - $7.57M
|
120K
$9.31M
|
|
|
Feb 14, 2024
Q4 2023
|
Taconic Capital Advisors LP
New York, NY |
BUY
|
- |
175KNew |
$6.74M - $11M
|
175K
$13.6M
|
|
|
Feb 14, 2024
Q4 2023
|
Putnam Investments LLC
Boston, MA |
SELL
|
- |
-15.5K- 8.26% |
$597K - $978K
|
172K
$13.4M
|
|
|
Feb 14, 2024
Q4 2023
|
Shay Capital LLC
New York, NY |
BUY
|
CALL |
21KNew |
$809K - $1.33M
|
21K
$1.63M
|
|
|
Feb 14, 2024
Q4 2023
|
Systm Wealth Solutions LLC
Chicago, IL |
BUY
|
- |
113New |
$4.35K - $7.13K
|
113
$8.77K
|
|