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 15, 2023
Q1 2023
|
Studio Investment Management LLC
Chicago, IL |
BUY
|
- |
35New |
$1.74K - $2.37K
|
35
$2.72K
|
|
|
May 15, 2023
Q1 2023
|
Cat Rock Capital Management LP
Greenwich, CT |
SELL
|
- |
-15K- 6.1% |
$745K - $1.02M
|
231K
$17.9M
|
|
|
May 15, 2023
Q1 2023
|
Cota Capital Management, LLC
San Francisco, CA |
SELL
|
- |
-23.1K- 9.43% |
$1.15M - $1.57M
|
222K
$17.2M
|
|
|
May 15, 2023
Q1 2023
|
Kcl Capital, L.P.
New York, NY |
BUY
|
- |
225KNew |
$11.2M - $15.3M
|
225K
$17.5M
|
|
|
May 15, 2023
Q1 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
74New |
$3.68K - $5.02K
|
74
$5.74K
|
|
|
May 15, 2023
Q1 2023
|
Bbjs Financial Advisors, LLC
Seattle, WA |
SELL
|
- |
-11.1K- 99.41% |
$551K - $753K
|
66
$5.12K
|
|
|
May 12, 2023
Q1 2023
|
Foster Dykema Cabot & CO Inc
|
BUY
|
- |
5New |
$248 - $339
|
5
$388
|
|
|
May 12, 2023
Q1 2023
|
Mizuho Markets Americas LLC
|
SELL
|
- |
-385K- 89.94% |
$19.2M - $26.1M
|
43.1K
$3.35M
|
|
|
May 12, 2023
Q1 2023
|
Mizuho Markets Americas LLC
|
SELL
|
PUT |
-42.7K- 99.01% |
$2.12M - $2.9M
|
425
$33K
|
|
|
May 12, 2023
Q1 2023
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
BUY
|
- |
15New |
$745 - $1.02K
|
15
$1.16K
|
|
|
May 12, 2023
Q1 2023
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-476- 10.07% |
$23.7K - $32.3K
|
4.25K
$330K
|
|
|
May 12, 2023
Q1 2023
|
Credit Agricole S A
|
BUY
|
CALL |
50KNew |
$2.48M - $3.39M
|
50K
$3.88M
|
|
|
May 11, 2023
Q1 2023
|
Scout Investments, Inc.
|
SELL
|
- |
-449K- 57.25% |
$22.3M - $30.5M
|
335K
$26M
|
|
|
May 11, 2023
Q1 2023
|
National Pension Service
Jeonju Si, Jeollabuk Do, M5 |
SELL
|
- |
-15.4K- 99.66% |
$767K - $1.05M
|
53
$4.11K
|
|
|
May 10, 2023
Q1 2023
|
Keybank National Association
|
SELL
|
- |
-4.77K- 50.26% |
$237K - $323K
|
4.72K
$366K
|
|
|
May 10, 2023
Q1 2023
|
Mufg Securities Emea PLC
London, X0 |
SELL
|
PUT |
-16.6K- 82.8% |
$823K - $1.12M
|
3.44K
$267K
|
|
|
May 09, 2023
Q1 2023
|
Monetta Financial Services Inc
Wheaton, IL |
BUY
|
- |
10KNew |
$497K - $678K
|
10K
$776K
|
|
|
May 09, 2023
Q1 2023
|
Tortoise Investment Management, LLC
|
BUY
|
- |
312+ 31.2% |
$15.5K - $21.2K
|
1.31K
$102K
|
|
|
May 09, 2023
Q1 2023
|
Fishman Jay A LTD
Troy, MI |
SELL
|
- |
-1.3K- 11.09% |
$64.6K - $88.2K
|
10.4K
$809K
|
|
|
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
1.06MNew |
$52.8M - $72.1M
|
1.06M
$82.6M
|
|
|
May 09, 2023
Q1 2023
|
25 LLC
St. Louis, MO |
BUY
|
- |
10New |
$497 - $678
|
10
$776
|
|
|
May 08, 2023
Q1 2023
|
Xxec, Inc.
|
BUY
|
- |
14.8KNew |
$734K - $1M
|
14.8K
$1.15M
|
|
|
May 05, 2023
Q1 2023
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
3New |
$149 - $203
|
3
$233
|
|
|
May 04, 2023
Q1 2023
|
Edge Capital Group, LLC
|
SELL
|
- |
-97- 19.21% |
$4.82K - $6.58K
|
408
$31.7K
|
|
|
May 04, 2023
Q1 2023
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
72New |
$3.58K - $4.88K
|
72
$5.59K
|
|
|
May 04, 2023
Q1 2023
|
Ellevest, Inc.
|
SELL
|
- |
-64- 9.2% |
$3.18K - $4.34K
|
632
$49.1K
|
|
|
May 04, 2023
Q1 2023
|
Nordwand Advisors, LLC
Radnor, PA |
BUY
|
- |
100New |
$4.97K - $6.78K
|
100
$7.76K
|
|
|
May 03, 2023
Q1 2023
|
Compass Financial Advisors LLC
|
SELL
|
- |
-41- 0.7% |
$2.04K - $2.78K
|
5.82K
$452K
|
|
|
May 03, 2023
Q1 2023
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-97- 23.54% |
$4.82K - $6.58K
|
315
$24.5K
|
|
|
May 03, 2023
Q1 2023
|
Mizuho Markets Cayman LP
|
BUY
|
- |
43.1KNew |
$2.14M - $2.93M
|
43.1K
$3.35M
|
|
|
May 02, 2023
Q1 2023
|
Graypoint LLC
|
BUY
|
- |
3.86KNew |
$192K - $262K
|
3.86K
$299K
|
|
|
May 02, 2023
Q1 2023
|
Schubert & CO
|
BUY
|
- |
1+ 25.0% |
$49.7 - $67.8
|
5
$388
|
|
|
Apr 26, 2023
Q1 2023
|
Veriti Management LLC
|
BUY
|
- |
467+ 10.82% |
$23.2K - $31.7K
|
4.78K
$371K
|
|
|
Apr 25, 2023
Q1 2023
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
6.84KNew |
$340K - $464K
|
6.84K
$531K
|
|
|
Apr 25, 2023
Q1 2023
|
Tectonic Advisors LLC
Plano, TX |
SELL
|
- |
-106- 2.9% |
$5.27K - $7.19K
|
3.54K
$275K
|
|
|
Apr 21, 2023
Q1 2023
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
18New |
$894 - $1.22K
|
18
$1.4K
|
|
|
Apr 20, 2023
Q1 2023
|
West Branch Capital LLC
|
BUY
|
- |
1KNew |
$49.7K - $67.8K
|
1K
$77.6K
|
|
|
Apr 20, 2023
Q1 2023
|
Private Ocean, LLC
|
BUY
|
- |
7New |
$348 - $475
|
7
$543
|
|
|
Apr 19, 2023
Q1 2023
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
45New |
$2.24K - $3.05K
|
45
$3.49K
|
|
|
Apr 18, 2023
Q1 2023
|
Horan Securities, Inc.
|
BUY
|
- |
1+ 33.33% |
$49.7 - $67.8
|
4
$310
|
|
|
Apr 17, 2023
Q1 2023
|
Baldrige Asset Management LLC
|
BUY
|
- |
45New |
$2.24K - $3.05K
|
45
$3.49K
|
|
|
Apr 17, 2023
Q1 2023
|
Byrne Asset Management LLC
|
BUY
|
- |
19New |
$944 - $1.29K
|
19
$1.47K
|
|
|
Apr 17, 2023
Q1 2023
|
Financial Consulate, Inc
|
BUY
|
- |
33+ 0.21% |
$1.64K - $2.24K
|
15.9K
$1.23M
|
|
|
Apr 17, 2023
Q1 2023
|
Stanley Laman Group, Ltd.
Berwyn, PA |
SELL
|
- |
-8.3K- 10.09% |
$413K - $563K
|
74K
$5.74M
|
|
|
Apr 14, 2023
Q1 2023
|
Arden Trust CO
|
BUY
|
- |
1.25K+ 28.67% |
$62K - $84.7K
|
5.6K
$435K
|
|
|
Apr 13, 2023
Q1 2023
|
Central Bank & Trust CO
|
BUY
|
- |
17New |
$845 - $1.15K
|
17
$1.32K
|
|
|
Apr 12, 2023
Q1 2023
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
4+ 25.0% |
$199 - $271
|
20
$1.55K
|
|
|
Apr 03, 2023
Q1 2023
|
Goal Vest Advisory LLC
|
SELL
|
- |
-4.01K- 95.68% |
$199K - $272K
|
181
$14K
|
|
| Q4 2022 | |||||||
|
May 07, 2025
Q4 2022
|
Mb, Levis & Associates, LLC
Center Valley, PA |
BUY
|
- |
10New |
$398 - $596
|
10
$776
|
|
|
Feb 20, 2025
Q4 2022
|
Clare Market Investments LLC
Dallas, TX |
SELL
|
- |
-8.97KClosed |
$357K - $534K
|
0
$0
|
|