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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2023
Q3 2023
|
Petrus Trust Company, Lta
Dallas, TX |
BUY
|
- |
8.65K+ 103.26% |
$355K - $469K
|
17K
$1.39M
|
|
|
Nov 13, 2023
Q3 2023
|
Echo Street Capital Management LLC
New York, NY |
BUY
|
- |
6.97K+ 56.39% |
$286K - $378K
|
19.3K
$1.57M
|
|
|
Nov 14, 2023
Q3 2023
|
Nine Point Two Capital LLC
Los Angeles, CA |
BUY
|
- |
6.32KNew |
$259K - $343K
|
6.32K
$515K
|
|
|
Dec 05, 2023
Q3 2023
|
Advisory Resource Group
|
BUY
|
- |
5.67KNew |
$233K - $307K
|
5.67K
$461K
|
|
|
Nov 09, 2023
Q3 2023
|
Group One Trading, L.P.
Chicago, IL |
BUY
|
- |
5.19K+ 110.9% |
$213K - $281K
|
9.87K
$803K
|
|
|
Nov 13, 2023
Q3 2023
|
Easterly Investment Partners LLC
|
BUY
|
- |
5KNew |
$205K - $271K
|
5K
$407K
|
|
|
Oct 24, 2023
Q3 2023
|
Trellus Management Company, LLC
|
BUY
|
- |
5K+ 100.0% |
$205K - $271K
|
10K
$814K
|
|
|
Nov 01, 2023
Q3 2023
|
Xy Capital LTD
Central, K3 |
BUY
|
- |
4.16KNew |
$171K - $226K
|
4.16K
$339K
|
|
|
Oct 24, 2023
Q3 2023
|
Canvas Wealth Advisors, LLC
|
BUY
|
- |
3.31K+ 73.05% |
$136K - $179K
|
7.83K
$637K
|
|
|
Nov 13, 2023
Q3 2023
|
Clear Street Markets LLC
|
BUY
|
CALL |
2.4KNew |
$98.5K - $130K
|
2.4K
$195K
|
|
|
Nov 07, 2023
Q3 2023
|
Copperwynd Financial, LLC
|
BUY
|
- |
1.42K+ 16.55% |
$58.1K - $76.7K
|
9.97K
$812K
|
|
|
Nov 14, 2023
Q3 2023
|
Corton Capital Inc.
Carrying Place, A6 |
BUY
|
- |
819+ 13.89% |
$33.6K - $44.4K
|
6.72K
$547K
|
|
|
Oct 25, 2023
Q3 2023
|
Blue Path Capital Management, LLC
Atlanta, GA |
BUY
|
- |
762New |
$31.3K - $41.3K
|
762
$62K
|
|
|
Nov 13, 2023
Q3 2023
|
Werlinich Asset Management, LLC
Stamford, CT |
BUY
|
- |
727+ 5.11% |
$29.8K - $39.4K
|
15K
$1.22M
|
|
|
Dec 11, 2023
Q3 2023
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
279New |
$11.5K - $15.1K
|
279
$22.7K
|
|
|
Nov 09, 2023
Q3 2023
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
227New |
$9.32K - $12.3K
|
227
$18.5K
|
|
|
Oct 24, 2023
Q3 2023
|
Hartford Financial Management Inc.
|
BUY
|
- |
97New |
$3.98K - $5.26K
|
97
$7.89K
|
|
|
Nov 14, 2023
Q3 2023
|
Flaharty Asset Management, LLC
|
BUY
|
- |
74New |
$3.04K - $4.01K
|
74
$6.02K
|
|
|
Jan 05, 2024
Q3 2023
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
73New |
$3K - $3.96K
|
73
$5.94K
|
|
|
Nov 15, 2023
Q3 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
68+ 38.86% |
$2.79K - $3.68K
|
243
$19.8K
|
|
|
Nov 02, 2023
Q3 2023
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
22New |
$903 - $1.19K
|
22
$1.79K
|
|
|
Oct 17, 2023
Q3 2023
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
22+ 100.0% |
$903 - $1.19K
|
44
$3.58K
|
|
|
Nov 06, 2023
Q3 2023
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
19New |
$780 - $1.03K
|
19
$1.55K
|
|
|
Nov 02, 2023
Q3 2023
|
Tfo Tdc, LLC
|
BUY
|
- |
7+ 3.35% |
$287 - $379
|
216
$17.6K
|
|
|
Oct 20, 2023
Q3 2023
|
Steward Financial Group LLC
|
BUY
|
- |
6New |
$246 - $325
|
6
$488
|
|
|
Nov 02, 2023
Q3 2023
|
Your Advocates Ltd., LLP
Houston, TX |
BUY
|
- |
5New |
$205 - $271
|
5
$407
|
|
| Q2 2023 | |||||||
|
Aug 11, 2023
Q2 2023
|
Newlands Management Operations LLC
Dallas, TX |
BUY
|
- |
1.73M+ 72.49% |
$82.1M - $102M
|
4.12M
$336M
|
|
|
Aug 14, 2023
Q2 2023
|
Candlestick Capital Management LP
Greenwich, CT |
BUY
|
PUT |
300KNew |
$14.2M - $17.7M
|
300K
$24.4M
|
|
|
Jul 27, 2023
Q2 2023
|
Ea Series Trust
Havertown, PA |
BUY
|
- |
36.1KNew |
$1.71M - $2.14M
|
36.1K
$2.94M
|
|
|
Aug 14, 2023
Q2 2023
|
Bluefin Capital Management, LLC
New York, NY |
BUY
|
CALL |
29.1KNew |
$1.38M - $1.72M
|
29.1K
$2.37M
|
|
|
Aug 14, 2023
Q2 2023
|
Nomura Holdings Inc
Tokyo, M0 |
BUY
|
PUT |
20KNew |
$948K - $1.18M
|
20K
$1.63M
|
|
|
Aug 02, 2023
Q2 2023
|
Greatmark Investment Partners, Inc.
|
BUY
|
- |
17.5KNew |
$830K - $1.04M
|
17.5K
$1.42M
|
|
|
Jun 03, 2024
Q2 2023
|
Hamilton Lane Advisors LLC
|
BUY
|
- |
14.6KNew |
$690K - $862K
|
14.6K
$1.19M
|
|
|
Aug 14, 2023
Q2 2023
|
Ergoteles LLC
New York, NY |
BUY
|
- |
14.4K+ 179.61% |
$683K - $852K
|
22.4K
$1.83M
|
|
|
Aug 10, 2023
Q2 2023
|
Pictet Asset Management Sa
Geneva 73, V8 |
BUY
|
- |
11.9K+ 17.83% |
$565K - $705K
|
78.8K
$6.41M
|
|
|
Aug 14, 2023
Q2 2023
|
Weiss Multi Strategy Advisers LLC
New York, NY |
BUY
|
- |
11K+ 122.22% |
$521K - $651K
|
20K
$1.63M
|
|
|
Aug 09, 2023
Q2 2023
|
Dcf Advisers, LLC
Greenwich, CT |
BUY
|
CALL |
7.5KNew |
$356K - $444K
|
7.5K
$610K
|
|
|
Aug 02, 2023
Q2 2023
|
Meridian Wealth Management, LLC
|
BUY
|
- |
6.06KNew |
$287K - $359K
|
6.06K
$493K
|
|
|
Aug 14, 2023
Q2 2023
|
Quantamental Technologies LLC
White Plains, NY |
BUY
|
- |
5.57KNew |
$264K - $329K
|
5.57K
$453K
|
|
|
Aug 14, 2023
Q2 2023
|
Cynosure Management, LLC
Salt Lake City, UT |
BUY
|
- |
5.39KNew |
$256K - $319K
|
5.39K
$439K
|
|
|
Aug 11, 2023
Q2 2023
|
Wallace Capital Management Inc.
Dallas, TX |
BUY
|
- |
4KNew |
$190K - $237K
|
4K
$326K
|
|
|
Aug 14, 2023
Q2 2023
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
BUY
|
PUT |
2.9KNew |
$137K - $172K
|
2.9K
$236K
|
|
|
Aug 11, 2023
Q2 2023
|
V Wealth Advisors LLC
|
BUY
|
- |
2.5K+ 8.13% |
$119K - $148K
|
33.3K
$2.71M
|
|
|
Aug 11, 2023
Q2 2023
|
Baader Bank Aktiengesellschaft
Unterschleissheim, 2M |
BUY
|
PUT |
2.5KNew |
$119K - $148K
|
2.5K
$203K
|
|
|
Jul 25, 2023
Q2 2023
|
Keebeck Alpha, LP
Stamford, CT |
BUY
|
- |
2.27K+ 28.33% |
$108K - $134K
|
10.3K
$838K
|
|
|
Aug 07, 2023
Q2 2023
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
2.01K+ 9.09% |
$95.2K - $119K
|
24.1K
$1.96M
|
|
|
Aug 07, 2023
Q2 2023
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
BUY
|
- |
1.8KNew |
$85.3K - $106K
|
1.8K
$146K
|
|
|
Aug 14, 2023
Q2 2023
|
Osterweis Capital Management Inc
San Francisco, CA |
BUY
|
- |
1.5KNew |
$71.1K - $88.7K
|
1.5K
$122K
|
|
|
Jan 12, 2024
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
1.2K+ 1.59% |
$57K - $71.2K
|
77.1K
$6.27M
|
|
|
Aug 14, 2023
Q2 2023
|
Hood River Capital Management LLC
Palm Beach Gardens, FL |
BUY
|
- |
1.19K+ 6.49% |
$56.2K - $70.2K
|
19.5K
$1.58M
|
|