Purchases and Sales Made in Q1 2025 in Docusign, Inc. (DOCU)
This table provides information about the institutional ownership of Docusign, Inc. (DOCU) during Q1 2025. The information is specifically focused on institutions that hold shares of DOCUSIGN, INC..
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 07, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
286K+ 35572.1% |
$21.3M - $27.9M
|
286K
$23.3M
|
|
|
Apr 08, 2025
Q1 2025
|
J2 Capital Management Inc
|
BUY
|
- |
4.34KNew |
$324K - $424K
|
4.34K
$353K
|
|
|
Apr 10, 2025
Q1 2025
|
Gilman Hill Asset Management, LLC
|
BUY
|
- |
3.9K+ 4.85% |
$292K - $381K
|
84.3K
$6.86M
|
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
3.37KNew |
$251K - $329K
|
3.37K
$274K
|
|
|
Apr 03, 2025
Q1 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
2.57K+ 126.34% |
$192K - $251K
|
4.61K
$375K
|
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
1.99K+ 71.8% |
$149K - $195K
|
4.76K
$388K
|
|
|
Apr 02, 2025
Q1 2025
|
Kera Capital Partners, Inc.
Sacramento, CA |
BUY
|
- |
416+ 13.04% |
$31.1K - $40.6K
|
3.61K
$294K
|
|
|
Apr 10, 2025
Q1 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
350+ 22.29% |
$26.1K - $34.2K
|
1.92K
$156K
|
|
|
Apr 01, 2025
Q1 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
274+ 153.07% |
$20.5K - $26.8K
|
453
$36.9K
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
66New |
$4.93K - $6.45K
|
66
$5.37K
|
|
|
Apr 07, 2025
Q1 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
44+ 2200.0% |
$3.29K - $4.3K
|
46
$3.74K
|
|
|
Apr 08, 2025
Q1 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
21+ 0.36% |
$1.57K - $2.05K
|
5.8K
$472K
|
|
|
Apr 11, 2025
Q1 2025
|
Principia Wealth Advisory, LLC
Dallas, TX |
BUY
|
- |
1+ 11.11% |
$74.7 - $97.7
|
10
$814
|
|
|
Apr 11, 2025
Q1 2025
|
Gleason Group, Inc.
|
SELL
|
- |
-1- 2.33% |
$74.7 - $97.7
|
42
$3.42K
|
|
|
Apr 11, 2025
Q1 2025
|
City State Bank
Norwalk, IA |
SELL
|
- |
-4- 0.44% |
$299 - $391
|
895
$72.9K
|
|
|
Apr 10, 2025
Q1 2025
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-7- 5.15% |
$523 - $684
|
129
$10.5K
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-8- 66.67% |
$598 - $782
|
4
$326
|
|
|
Apr 04, 2025
Q1 2025
|
Quent Capital, LLC
|
SELL
|
- |
-30- 15.08% |
$2.24K - $2.93K
|
169
$13.8K
|
|
|
Apr 09, 2025
Q1 2025
|
Green Alpha Advisors, LLC
|
SELL
|
- |
-94- 0.89% |
$7.02K - $9.18K
|
10.5K
$855K
|
|
|
Apr 10, 2025
Q1 2025
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
SELL
|
- |
-135- 1.11% |
$10.1K - $13.2K
|
12K
$980K
|
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
SELL
|
- |
-184- 0.99% |
$13.7K - $18K
|
18.3K
$1.49M
|
|
|
Apr 11, 2025
Q1 2025
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-227- 7.05% |
$17K - $22.2K
|
2.99K
$244K
|
|
|
Apr 09, 2025
Q1 2025
|
Mitchell & Pahl Private Wealth, LLC
|
SELL
|
- |
-238- 1.14% |
$17.8K - $23.3K
|
20.7K
$1.69M
|
|
|
Apr 10, 2025
Q1 2025
|
Fluent Financial, LLC
|
SELL
|
- |
-542- 7.03% |
$40.5K - $53K
|
7.17K
$584K
|
|
|
Apr 11, 2025
Q1 2025
|
Intellectus Partners, LLC
San Francisco, CA |
SELL
|
- |
-750- 11.4% |
$56K - $73.3K
|
5.83K
$474K
|
|
|
Apr 11, 2025
Q1 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-950- 12.8% |
$71K - $92.8K
|
6.47K
$527K
|
|
|
Apr 10, 2025
Q1 2025
|
Retireful, LLC
|
SELL
|
- |
-2.71K- 16.73% |
$203K - $265K
|
13.5K
$1.1M
|
|
|
Apr 08, 2025
Q1 2025
|
Rhumbline Advisers
Boston, MA |
SELL
|
- |
-6.21K- 1.02% |
$464K - $607K
|
602K
$49M
|