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 13, 2025
Q1 2025
|
Cibc Asset Management Inc
Toronto, A6 |
BUY
|
- |
458+ 5.51% |
$34.2K - $44.7K
|
8.77K
$681K
|
|
|
May 12, 2025
Q1 2025
|
Townsquare Capital LLC
|
BUY
|
- |
453+ 9.68% |
$33.8K - $44.3K
|
5.13K
$398K
|
|
|
Apr 23, 2025
Q1 2025
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
447+ 9.9% |
$33.4K - $43.7K
|
4.96K
$385K
|
|
|
Apr 28, 2025
Q1 2025
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
443+ 8.97% |
$33.1K - $43.3K
|
5.38K
$418K
|
|
|
May 15, 2025
Q1 2025
|
Generali Asset Management Spa Sgr
Trieste, L6 |
BUY
|
- |
435+ 1.84% |
$32.5K - $42.5K
|
24.1K
$1.87M
|
|
|
May 14, 2025
Q1 2025
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
430+ 35.22% |
$32.1K - $42K
|
1.65K
$128K
|
|
|
Apr 21, 2025
Q1 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
428+ 61.14% |
$32K - $41.8K
|
1.13K
$87.6K
|
|
|
Apr 02, 2025
Q1 2025
|
Kera Capital Partners, Inc.
Sacramento, CA |
BUY
|
- |
416+ 13.04% |
$31.1K - $40.6K
|
3.61K
$280K
|
|
|
May 15, 2025
Q1 2025
|
Rise Advisors, LLC
|
BUY
|
- |
415+ 864.58% |
$31K - $40.5K
|
463
$35.9K
|
|
|
May 13, 2025
Q1 2025
|
Clear Street Markets LLC
|
BUY
|
- |
414New |
$30.9K - $40.4K
|
414
$32.1K
|
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
414+ 15.65% |
$30.9K - $40.4K
|
3.06K
$238K
|
|
|
Apr 21, 2025
Q1 2025
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
403+ 11.58% |
$30.1K - $39.4K
|
3.88K
$301K
|
|
|
Apr 30, 2025
Q1 2025
|
Linden Thomas Advisory Services, LLC
Charlotte, NC |
BUY
|
- |
398+ 2.94% |
$29.7K - $38.9K
|
13.9K
$1.08M
|
|
|
May 07, 2025
Q1 2025
|
Td Asset Management Inc
|
BUY
|
- |
380+ 1.98% |
$28.4K - $37.1K
|
19.6K
$1.52M
|
|
|
Apr 22, 2025
Q1 2025
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
370+ 8.05% |
$27.6K - $36.1K
|
4.96K
$385K
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
369+ 4.12% |
$27.6K - $36.1K
|
9.33K
$724K
|
|
|
May 07, 2025
Q1 2025
|
Carrera Capital Advisors
Troy, MI |
BUY
|
- |
366+ 3.01% |
$27.3K - $35.8K
|
12.5K
$973K
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
356+ 5.45% |
$26.6K - $34.8K
|
6.89K
$535K
|
|
|
May 15, 2025
Q1 2025
|
Banque Transatlantique Sa
Paris, I0 |
BUY
|
- |
352New |
$26.3K - $34.4K
|
352
$27.3K
|
|
|
May 15, 2025
Q1 2025
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
350+ 90.91% |
$26.1K - $34.2K
|
735
$57.1K
|
|
|
Apr 10, 2025
Q1 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
350+ 22.29% |
$26.1K - $34.2K
|
1.92K
$149K
|
|
|
May 05, 2025
Q1 2025
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
342+ 7.44% |
$25.5K - $33.4K
|
4.94K
$383K
|
|
|
May 05, 2025
Q1 2025
|
Teachers Retirement System Of The State Of Kentucky
Frankfort, KY |
BUY
|
- |
330+ 0.51% |
$24.7K - $32.2K
|
65.3K
$5.07M
|
|
|
Apr 30, 2025
Q1 2025
|
Dmg Group, LLC
Birmingham, AL |
BUY
|
- |
327+ 7.0% |
$24.4K - $31.9K
|
5K
$388K
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
322+ 519.35% |
$24.1K - $31.5K
|
384
$29.8K
|
|
|
Apr 30, 2025
Q1 2025
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
314+ 11.1% |
$23.5K - $30.7K
|
3.14K
$244K
|
|
|
May 07, 2025
Q1 2025
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
BUY
|
- |
311+ 9.89% |
$23.2K - $30.4K
|
3.46K
$268K
|
|
|
May 19, 2025
Q1 2025
|
Plato Investment Management LTD
Sydney, C3 |
BUY
|
- |
311+ 3.76% |
$23.2K - $30.4K
|
8.58K
$666K
|
|
|
May 06, 2025
Q1 2025
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
302+ 6.29% |
$22.6K - $29.5K
|
5.11K
$396K
|
|
|
May 13, 2025
Q1 2025
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
BUY
|
- |
300New |
$22.4K - $29.3K
|
300
$23.3K
|
|
|
May 08, 2025
Q1 2025
|
United Super Pty LTD In Its Capacity As Trustee For The Construction & Building Unions Superannuation Fund
|
BUY
|
- |
300+ 4.84% |
$22.4K - $29.3K
|
6.5K
$505K
|
|
|
Apr 30, 2025
Q1 2025
|
State Of Michigan Retirement System
|
BUY
|
- |
300+ 0.57% |
$22.4K - $29.3K
|
53.2K
$4.13M
|
|
|
May 01, 2025
Q1 2025
|
Louisiana State Employees Retirement System
|
BUY
|
- |
300+ 0.53% |
$22.4K - $29.3K
|
56.6K
$4.39M
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
298New |
$22.3K - $29.1K
|
298
$23.1K
|
|
|
May 12, 2025
Q1 2025
|
South State Corp
|
BUY
|
- |
295New |
$22K - $28.8K
|
295
$22.9K
|
|
|
May 08, 2025
Q1 2025
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
290+ 1.7% |
$21.7K - $28.3K
|
17.3K
$1.34M
|
|
|
Apr 15, 2025
Q1 2025
|
Fifth Third Bancorp
|
BUY
|
- |
289+ 26.23% |
$21.6K - $28.2K
|
1.39K
$108K
|
|
|
Apr 01, 2025
Q1 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
274+ 153.07% |
$20.5K - $26.8K
|
453
$35.2K
|
|
|
May 09, 2025
Q1 2025
|
Hemington Wealth Management
|
BUY
|
- |
264+ 318.07% |
$19.7K - $25.8K
|
347
$26.9K
|
|
|
Jun 20, 2025
Q1 2025
|
Real Talk Capital, LLC
Franklin, TN |
BUY
|
- |
252+ 9.86% |
$18.8K - $24.6K
|
2.81K
$218K
|
|
|
May 13, 2025
Q1 2025
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
241+ 3.32% |
$18K - $23.5K
|
7.51K
$583K
|
|
|
May 14, 2025
Q1 2025
|
Ieq Capital, LLC
|
BUY
|
- |
238+ 1.5% |
$17.8K - $23.3K
|
16.1K
$1.25M
|
|
|
May 13, 2025
Q1 2025
|
Camden Capital, LLC
|
BUY
|
- |
232+ 5.75% |
$17.3K - $22.7K
|
4.27K
$331K
|
|
|
May 12, 2025
Q1 2025
|
Independent Advisor Alliance
|
BUY
|
- |
228+ 4.52% |
$17K - $22.3K
|
5.27K
$409K
|
|
|
Apr 17, 2025
Q1 2025
|
Optas, LLC
|
BUY
|
- |
219+ 7.63% |
$16.4K - $21.4K
|
3.09K
$240K
|
|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
215+ 23.07% |
$16.1K - $21K
|
1.15K
$89K
|
|
|
Apr 17, 2025
Q1 2025
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
212+ 7.02% |
$15.8K - $20.7K
|
3.23K
$251K
|
|
|
Apr 28, 2025
Q1 2025
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
205+ 1.17% |
$15.3K - $20K
|
17.8K
$1.38M
|
|
|
May 15, 2025
Q1 2025
|
Symmetry Peak Management LLC
Radnor, PA |
BUY
|
- |
200New |
$14.9K - $19.5K
|
200
$15.5K
|
|
|
May 12, 2025
Q1 2025
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
195New |
$14.6K - $19.1K
|
195
$15.1K
|