Latest Institutional Purchases of Docusign, Inc. (DOCU)
This list provides information on the latest institutional transactions involving Docusign, Inc. (DOCU) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
298New |
$22.3K - $29.1K
|
298
$20.3K
|
|
|
Jun 20, 2025
Q1 2025
|
Real Talk Capital, LLC
Franklin, TN |
BUY
|
- |
252+ 9.86% |
$18.8K - $24.6K
|
2.81K
$191K
|
|
|
Apr 17, 2025
Q1 2025
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
212+ 7.02% |
$15.8K - $20.7K
|
3.23K
$220K
|
|
|
May 15, 2025
Q1 2025
|
Symmetry Peak Management LLC
Radnor, PA |
BUY
|
- |
200New |
$14.9K - $19.5K
|
200
$13.6K
|
|
|
May 12, 2025
Q1 2025
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
195New |
$14.6K - $19.1K
|
195
$13.3K
|
|
|
May 02, 2025
Q1 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
141+ 5.61% |
$10.5K - $13.8K
|
2.66K
$181K
|
|
|
May 06, 2025
Q1 2025
|
Close Asset Management LTD
|
BUY
|
- |
125New |
$9.34K - $12.2K
|
125
$8.5K
|
|
|
May 05, 2025
Q1 2025
|
Foundry Partners, LLC
|
BUY
|
- |
125+ 1.49% |
$9.34K - $12.2K
|
8.49K
$578K
|
|
|
Apr 24, 2025
Q1 2025
|
Goodman Advisory Group, LLC
|
BUY
|
- |
120New |
$8.96K - $11.7K
|
120
$8.16K
|
|
|
Apr 29, 2025
Q1 2025
|
Abound Financial, LLC
Granite Bay, CA |
BUY
|
- |
106New |
$7.92K - $10.4K
|
106
$7.21K
|
|
|
May 14, 2025
Q1 2025
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
BUY
|
- |
104New |
$7.77K - $10.2K
|
104
$7.07K
|
|
|
Apr 28, 2025
Q1 2025
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
85New |
$6.35K - $8.3K
|
85
$5.78K
|
|
|
May 09, 2025
Q1 2025
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
81New |
$6.05K - $7.91K
|
81
$5.51K
|
|
|
May 06, 2025
Q1 2025
|
Sym Financial Corp
|
BUY
|
- |
61+ 1.79% |
$4.56K - $5.96K
|
3.48K
$236K
|
|
|
Jul 25, 2025
Q1 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
58+ 1.1% |
$4.33K - $5.67K
|
5.32K
$362K
|
|
|
Apr 17, 2025
Q1 2025
|
Good Life Advisors, LLC
|
BUY
|
- |
51+ 2.06% |
$3.81K - $4.98K
|
2.53K
$172K
|
|
|
May 08, 2025
Q1 2025
|
Spc Financial, Inc.
|
BUY
|
- |
50+ 1.94% |
$3.74K - $4.89K
|
2.63K
$179K
|
|
|
Apr 22, 2025
Q1 2025
|
Eq Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
50New |
$3.74K - $4.89K
|
50
$3.4K
|
|
|
Apr 07, 2025
Q1 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
44+ 2200.0% |
$3.29K - $4.3K
|
46
$3.13K
|
|
|
Apr 29, 2025
Q1 2025
|
Sierra Ocean, LLC
Ripon, CA |
BUY
|
- |
42New |
$3.14K - $4.1K
|
42
$2.86K
|
|
|
May 12, 2025
Q1 2025
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
34+ 1.15% |
$2.54K - $3.32K
|
3K
$204K
|
|
|
May 15, 2025
Q1 2025
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
27+ 1.55% |
$2.02K - $2.64K
|
1.77K
$120K
|
|
|
Apr 15, 2025
Q1 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
26+ 15.38% |
$1.94K - $2.54K
|
195
$13.3K
|
|
|
May 16, 2025
Q1 2025
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
20+ 333.33% |
$1.49K - $1.95K
|
26
$1.77K
|
|
|
May 14, 2025
Q1 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
15+ 46.88% |
$1.12K - $1.47K
|
47
$3.2K
|
|
|
May 07, 2025
Q1 2025
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
15New |
$1.12K - $1.47K
|
15
$1.02K
|
|
|
Apr 28, 2025
Q1 2025
|
Uma Financial Services, Inc.
|
BUY
|
- |
13New |
$971 - $1.27K
|
13
$884
|
|
|
May 12, 2025
Q1 2025
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
12New |
$896 - $1.17K
|
12
$816
|
|
|
May 12, 2025
Q1 2025
|
Sandy Spring Bank
|
BUY
|
- |
10New |
$747 - $977
|
10
$680
|
|
|
Apr 21, 2025
Q1 2025
|
Org Wealth Partners, LLC
Dallas, TX |
BUY
|
- |
10+ 1000.0% |
$747 - $977
|
11
$748
|
|
|
May 29, 2025
Q1 2025
|
Quaker Wealth Management, LLC
|
BUY
|
PUT |
6New |
$448 - $586
|
6
$408
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
BUY
|
- |
3+ 0.03% |
$224 - $293
|
11.1K
$756K
|
|
|
Apr 17, 2025
Q1 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
3New |
$224 - $293
|
3
$204
|
|
|
May 15, 2025
Q1 2025
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
BUY
|
- |
2New |
$149 - $195
|
2
$136
|
|
| Q4 2024 | |||||||
|
Feb 14, 2025
Q4 2024
|
Jericho Capital Asset Management L.P.
New York, NY |
BUY
|
- |
1.21M+ 33.96% |
$74M - $129M
|
4.75M
$323M
|
|
|
Feb 11, 2025
Q4 2024
|
Westfield Capital Management CO LP
Boston, MA |
BUY
|
- |
439KNew |
$26.9M - $46.9M
|
439K
$29.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Palestra Capital Management LLC
New York, NY |
BUY
|
- |
431KNew |
$26.5M - $46.1M
|
431K
$29.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Twinbeech Capital LP
Purchase, NY |
BUY
|
- |
296KNew |
$18.2M - $31.7M
|
296K
$20.2M
|
|
|
Feb 14, 2025
Q4 2024
|
No Street Gp LP
San Francisco, CA |
BUY
|
- |
290KNew |
$17.8M - $31M
|
290K
$19.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
222KNew |
$13.6M - $23.7M
|
222K
$15.1M
|
|
|
Feb 12, 2025
Q4 2024
|
Proem Advisors LLC
|
BUY
|
PUT |
160KNew |
$9.83M - $17.1M
|
160K
$10.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Caption Management, LLC
Oklahoma City, OK |
BUY
|
PUT |
100KNew |
$6.14M - $10.7M
|
100K
$6.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Morgens Waterfall Vintiadis & CO Inc
New York, NY |
BUY
|
- |
72KNew |
$4.42M - $7.7M
|
72K
$4.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Sandler Capital Management
New York, NY |
BUY
|
- |
66.5KNew |
$4.08M - $7.12M
|
66.5K
$4.52M
|
|
|
Feb 05, 2025
Q4 2024
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
52.5KNew |
$3.23M - $5.62M
|
52.5K
$3.57M
|
|
|
Feb 14, 2025
Q4 2024
|
Engineers Gate Manager LP
New York, NY |
BUY
|
- |
51.6K+ 234.8% |
$3.17M - $5.52M
|
73.6K
$5.01M
|
|
|
Jan 30, 2025
Q4 2024
|
New Mexico Educational Retirement Board
|
BUY
|
- |
41.8KNew |
$2.57M - $4.47M
|
41.8K
$2.84M
|
|
|
Feb 14, 2025
Q4 2024
|
Hsbc Holdings PLC
London, X0 |
BUY
|
CALL |
40.8K+ 94.01% |
$2.51M - $4.37M
|
84.2K
$5.73M
|
|
|
Feb 13, 2025
Q4 2024
|
Hap Trading, LLC
New York, NY |
BUY
|
CALL |
37.5KNew |
$2.3M - $4.01M
|
37.5K
$2.55M
|
|
|
Feb 14, 2025
Q4 2024
|
Estate Counselors, LLC
|
BUY
|
- |
37.1KNew |
$2.28M - $3.97M
|
37.1K
$2.53M
|
|