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 |
|---|---|---|---|---|---|---|---|
|
May 15, 2025
Q1 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
2.02K+ 1.43% |
$151K - $197K
|
143K
$11.1M
|
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
1.99K+ 71.8% |
$149K - $195K
|
4.76K
$370K
|
|
|
May 13, 2025
Q1 2025
|
Rathbones Group PLC
Liverpool, X0 |
BUY
|
- |
1.86K+ 4.21% |
$139K - $182K
|
45.9K
$3.57M
|
|
|
Apr 29, 2025
Q1 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
1.85K+ 70.45% |
$138K - $181K
|
4.48K
$348K
|
|
|
May 15, 2025
Q1 2025
|
Treasurer Of The State Of North Carolina
|
BUY
|
- |
1.81K+ 1.46% |
$135K - $177K
|
125K
$9.72M
|
|
|
May 13, 2025
Q1 2025
|
Daiwa Securities Group Inc.
Tokyo, M0 |
BUY
|
- |
1.69K+ 8.79% |
$126K - $165K
|
21K
$1.63M
|
|
|
May 14, 2025
Q1 2025
|
B. Metzler Seel. Sohn & Co. Ag
Frankfurt, 2M |
BUY
|
- |
1.56K+ 18.02% |
$117K - $153K
|
10.2K
$795K
|
|
|
May 13, 2025
Q1 2025
|
Affinity Investment Advisors, LLC
|
BUY
|
- |
1.56K+ 19.35% |
$116K - $152K
|
9.6K
$745K
|
|
|
Apr 25, 2025
Q1 2025
|
New York State Teachers Retirement System
|
BUY
|
- |
1.54K+ 0.83% |
$115K - $150K
|
187K
$14.5M
|
|
|
May 09, 2025
Q1 2025
|
Parus Finance (Uk) LTD
London, X0 |
BUY
|
- |
1.51K+ 7.29% |
$113K - $148K
|
22.2K
$1.72M
|
|
|
May 09, 2025
Q1 2025
|
Westwood Holdings Group Inc
Dallas, TX |
BUY
|
- |
1.46K+ 6.36% |
$109K - $142K
|
24.4K
$1.89M
|
|
|
Apr 16, 2025
Q1 2025
|
Ritholtz Wealth Management
|
BUY
|
- |
1.45K+ 58.5% |
$108K - $142K
|
3.93K
$305K
|
|
|
Apr 14, 2025
Q1 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
1.43K+ 13.53% |
$107K - $140K
|
12K
$930K
|
|
|
May 15, 2025
Q1 2025
|
Cohen & Steers, Inc.
New York, NY |
BUY
|
- |
1.4KNew |
$105K - $137K
|
1.4K
$109K
|
|
|
May 07, 2025
Q1 2025
|
Mrp Capital Investments, LLC
Alpharetta, GA |
BUY
|
- |
1.4KNew |
$105K - $137K
|
1.4K
$109K
|
|
|
May 14, 2025
Q1 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
1.29K+ 22.04% |
$96.5K - $126K
|
7.15K
$555K
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
1.25K+ 2.56% |
$93.4K - $122K
|
50.1K
$3.89M
|
|
|
May 05, 2025
Q1 2025
|
Archer Investment Corp
|
BUY
|
- |
1.25KNew |
$93.4K - $122K
|
1.25K
$97K
|
|
|
May 14, 2025
Q1 2025
|
Lansforsakringar Fondforvaltning Ab (Publ)
Stockholm, V7 |
BUY
|
- |
1.13K+ 1.74% |
$84.7K - $111K
|
66.2K
$5.14M
|
|
|
May 28, 2025
Q1 2025
|
Anderson Financial Strategies, LLC
Dayton, OH |
BUY
|
- |
1.11KNew |
$83.1K - $109K
|
1.11K
$86.3K
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
BUY
|
- |
1.09K+ 946.96% |
$81.3K - $106K
|
1.2K
$93.5K
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
1.08K+ 6.46% |
$80.5K - $105K
|
17.8K
$1.38M
|
|
|
May 06, 2025
Q1 2025
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
1.07K+ 17.88% |
$79.8K - $104K
|
7.04K
$547K
|
|
|
Apr 14, 2025
Q1 2025
|
Umb Bank, N.A.
|
BUY
|
- |
1.07K+ 114.52% |
$79.6K - $104K
|
2K
$155K
|
|
|
May 15, 2025
Q1 2025
|
Van Eck Associates Corp
|
BUY
|
- |
980+ 1.89% |
$73.2K - $95.7K
|
52.8K
$4.1M
|
|
|
May 12, 2025
Q1 2025
|
Motley Fool Asset Management LLC
Alexandria, VA |
BUY
|
- |
895+ 18.34% |
$66.9K - $87.4K
|
5.78K
$448K
|
|
|
May 06, 2025
Q1 2025
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
857+ 33.18% |
$64K - $83.7K
|
3.44K
$267K
|
|
|
May 15, 2025
Q1 2025
|
Shelton Capital Management
Denver, CO |
BUY
|
- |
845+ 11.14% |
$63.1K - $82.6K
|
8.43K
$655K
|
|
|
May 02, 2025
Q1 2025
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
811+ 485.63% |
$60.6K - $79.2K
|
978
$75.9K
|
|
|
May 05, 2025
Q1 2025
|
Lindbrook Capital, LLC
|
BUY
|
- |
807+ 148.35% |
$60.3K - $78.8K
|
1.35K
$105K
|
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
798+ 23.94% |
$59.6K - $78K
|
4.13K
$321K
|
|
|
May 09, 2025
Q1 2025
|
Ofi Invest Asset Management
Paris, I0 |
BUY
|
- |
790New |
$59K - $77.2K
|
790
$61.3K
|
|
|
May 07, 2025
Q1 2025
|
Metis Global Partners, LLC
|
BUY
|
- |
781+ 28.06% |
$58.3K - $76.3K
|
3.56K
$277K
|
|
|
May 14, 2025
Q1 2025
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
770+ 427.78% |
$57.5K - $75.2K
|
950
$73.7K
|
|
|
May 09, 2025
Q1 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
BUY
|
- |
720+ 1.18% |
$53.8K - $70.3K
|
61.9K
$4.81M
|
|
|
May 15, 2025
Q1 2025
|
Twin Tree Management, LP
Dallas, TX |
BUY
|
- |
716New |
$53.5K - $70K
|
716
$55.6K
|
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
BUY
|
- |
706+ 17.91% |
$52.7K - $69K
|
4.65K
$361K
|
|
|
May 15, 2025
Q1 2025
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
BUY
|
- |
700+ 30.62% |
$52.3K - $68.4K
|
2.99K
$232K
|
|
|
Apr 23, 2025
Q1 2025
|
Silver Lake Advisory, LLC
|
BUY
|
- |
660+ 1.67% |
$49.3K - $64.5K
|
40.2K
$3.12M
|
|
|
May 12, 2025
Q1 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
603+ 25.88% |
$45K - $58.9K
|
2.93K
$228K
|
|
|
May 14, 2025
Q1 2025
|
Synergy Financial Group, LTD
|
BUY
|
- |
595+ 14.03% |
$44.4K - $58.1K
|
4.84K
$375K
|
|
|
May 28, 2025
Q1 2025
|
Wealth Management Associates, Inc.
Cherry Hill, NJ |
BUY
|
- |
580+ 6.28% |
$43.3K - $56.7K
|
9.81K
$761K
|
|
|
May 05, 2025
Q1 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
539+ 6.48% |
$40.3K - $52.7K
|
8.86K
$688K
|
|
|
Apr 30, 2025
Q1 2025
|
Xponance, Inc.
|
BUY
|
- |
538+ 1.04% |
$40.2K - $52.6K
|
52.2K
$4.06M
|
|
|
May 08, 2025
Q1 2025
|
Baader Bank Aktiengesellschaft
Unterschleissheim, 2M |
BUY
|
- |
534+ 8.88% |
$39.9K - $52.2K
|
6.55K
$508K
|
|
|
Apr 21, 2025
Q1 2025
|
State Of Alaska, Department Of Revenue
|
BUY
|
- |
530+ 2.29% |
$39.6K - $51.8K
|
23.7K
$1.84M
|
|
|
Apr 28, 2025
Q1 2025
|
North Capital, Inc.
Salt Lake City, UT |
BUY
|
- |
516New |
$38.5K - $50.4K
|
516
$40.1K
|
|
|
Apr 29, 2025
Q1 2025
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
514+ 4.67% |
$38.4K - $50.2K
|
11.5K
$893K
|
|
|
May 07, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
507+ 27.08% |
$37.9K - $49.5K
|
2.38K
$185K
|
|
|
May 01, 2025
Q1 2025
|
Reyes Financial Architecture, Inc.
San Diego, CA |
BUY
|
- |
498+ 30.16% |
$37.2K - $48.7K
|
2.15K
$167K
|