Purchases and Sales Made in Q2 2023 in Docusign, Inc. (DOCU)
This table provides information about the institutional ownership of Docusign, Inc. (DOCU) during Q2 2023. 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 |
---|---|---|---|---|---|---|---|
Jul 25, 2023
Q2 2023
|
Chartwell Investment Partners, LLC
|
BUY
|
- |
12.4K+ 46.85% |
$587K - $733K
|
38.8K
$3.52M
|
|
Aug 09, 2023
Q2 2023
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
12.3K+ 1.83% |
$582K - $726K
|
684K
$61.9M
|
|
Aug 10, 2023
Q2 2023
|
Pictet Asset Management Sa
Geneva 73, V8 |
BUY
|
- |
11.9K+ 17.83% |
$565K - $705K
|
78.8K
$7.13M
|
|
Jul 24, 2023
Q2 2023
|
State Of Alaska, Department Of Revenue
|
BUY
|
- |
11.4KNew |
$540K - $674K
|
11.4K
$1.03M
|
|
Aug 14, 2023
Q2 2023
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
11.3K+ 169.79% |
$537K - $670K
|
18K
$1.63M
|
|
Aug 14, 2023
Q2 2023
|
Weiss Multi Strategy Advisers LLC
New York, NY |
BUY
|
- |
11K+ 122.22% |
$521K - $651K
|
20K
$1.81M
|
|
Aug 14, 2023
Q2 2023
|
Verition Fund Management LLC
Greenwich, CT |
BUY
|
- |
10.9K+ 137.97% |
$519K - $647K
|
18.9K
$1.71M
|
|
Jul 27, 2023
Q2 2023
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
10.9KNew |
$515K - $643K
|
10.9K
$985K
|
|
Aug 14, 2023
Q2 2023
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
10.5K+ 84.75% |
$498K - $622K
|
22.9K
$2.07M
|
|
Jul 28, 2023
Q2 2023
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
10.4KNew |
$495K - $618K
|
10.4K
$945K
|
|
Aug 04, 2023
Q2 2023
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
9.92K+ 250.78% |
$470K - $587K
|
13.9K
$1.26M
|
|
Aug 11, 2023
Q2 2023
|
Hsbc Holdings PLC
London, X0 |
BUY
|
- |
9.68K+ 9.02% |
$459K - $573K
|
117K
$10.6M
|
|
Jul 25, 2023
Q2 2023
|
Deka Bank Deutsche Girozentrale
|
BUY
|
- |
9.46K+ 31.14% |
$449K - $560K
|
39.9K
$3.61M
|
|
Aug 14, 2023
Q2 2023
|
Beck Capital Management, LLC
Austin, TX |
BUY
|
- |
9.14KNew |
$433K - $540K
|
9.14K
$827K
|
|
Nov 13, 2023
Q2 2023
|
Townsquare Capital LLC
|
BUY
|
- |
8.44K+ 5.21% |
$400K - $499K
|
170K
$15.4M
|
|
Aug 14, 2023
Q2 2023
|
Petrus Trust Company, Lta
Dallas, TX |
BUY
|
- |
8.38KNew |
$397K - $496K
|
8.38K
$759K
|
|
Jul 24, 2023
Q2 2023
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
7.58KNew |
$359K - $448K
|
7.58K
$686K
|
|
Aug 14, 2023
Q2 2023
|
Axa S.A.
Paris, I0 |
BUY
|
- |
7.52K+ 8.42% |
$356K - $445K
|
96.8K
$8.76M
|
|
Aug 11, 2023
Q2 2023
|
Hillsdale Investment Management Inc.
Toronto, A6 |
BUY
|
- |
7.5K+ 3947.37% |
$356K - $444K
|
7.69K
$696K
|
|
Aug 11, 2023
Q2 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
7.13KNew |
$338K - $422K
|
7.13K
$646K
|
|
Aug 11, 2023
Q2 2023
|
Echo Street Capital Management LLC
New York, NY |
BUY
|
- |
7.12K+ 135.98% |
$337K - $421K
|
12.4K
$1.12M
|
|
Jul 10, 2023
Q2 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
7.07K+ 92.62% |
$335K - $418K
|
14.7K
$1.33M
|
|
Aug 14, 2023
Q2 2023
|
Berylson Capital Partners, LLC
Boston, MA |
BUY
|
- |
6.9KNew |
$327K - $408K
|
6.9K
$625K
|
|
Jul 24, 2023
Q2 2023
|
Vontobel Holding Ltd.
|
BUY
|
- |
6.89K+ 26.21% |
$327K - $408K
|
33.2K
$3.01M
|
|
Aug 14, 2023
Q2 2023
|
Emc Capital Management
Houston, TX |
BUY
|
- |
6.88K+ 343.85% |
$326K - $407K
|
8.88K
$804K
|
|
Jul 27, 2023
Q2 2023
|
Carmel Capital Partners, LLC
|
BUY
|
- |
6.61K+ 113.57% |
$313K - $391K
|
12.4K
$1.13M
|
|
Jul 13, 2023
Q2 2023
|
Perpetual LTD
Sydney, New South Wales, C3 |
BUY
|
- |
6.31KNew |
$299K - $373K
|
6.31K
$571K
|
|
Aug 09, 2023
Q2 2023
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
6.12KNew |
$290K - $362K
|
6.12K
$554K
|
|
Aug 02, 2023
Q2 2023
|
Meridian Wealth Management, LLC
|
BUY
|
- |
6.06KNew |
$287K - $359K
|
6.06K
$549K
|
|
Aug 15, 2023
Q2 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
6.04K+ 88.43% |
$286K - $357K
|
12.9K
$1.16M
|
|
Aug 14, 2023
Q2 2023
|
Symmetry Peak Management LLC
Radnor, PA |
BUY
|
- |
6KNew |
$284K - $355K
|
6K
$543K
|
|
Aug 11, 2023
Q2 2023
|
Royal London Asset Management LTD
United Kingdom, X0 |
BUY
|
- |
5.97K+ 8.83% |
$283K - $353K
|
73.5K
$6.66M
|
|
Aug 11, 2023
Q2 2023
|
Loomis Sayles & CO L P
|
BUY
|
- |
5.93KNew |
$281K - $350K
|
5.93K
$536K
|
|
Aug 14, 2023
Q2 2023
|
Corton Capital Inc.
Carrying Place, A6 |
BUY
|
- |
5.9KNew |
$280K - $349K
|
5.9K
$534K
|
|
Aug 11, 2023
Q2 2023
|
Titleist Asset Management, LLC
San Antonio, TX |
BUY
|
- |
5.88K+ 84.41% |
$279K - $348K
|
12.8K
$1.16M
|
|
Aug 07, 2023
Q2 2023
|
Donoghue Forlines LLC
|
BUY
|
- |
5.61KNew |
$266K - $332K
|
5.61K
$508K
|
|
Aug 14, 2023
Q2 2023
|
Quantamental Technologies LLC
White Plains, NY |
BUY
|
- |
5.57KNew |
$264K - $329K
|
5.57K
$504K
|
|
Aug 09, 2023
Q2 2023
|
Ipg Investment Advisors LLC
San Diego, CA |
BUY
|
- |
5.4KNew |
$256K - $319K
|
5.4K
$488K
|
|
Aug 14, 2023
Q2 2023
|
Cynosure Management, LLC
Salt Lake City, UT |
BUY
|
- |
5.39KNew |
$256K - $319K
|
5.39K
$488K
|
|
Aug 09, 2023
Q2 2023
|
Burney CO
Reston, VA |
BUY
|
- |
5.25K+ 5.63% |
$249K - $310K
|
98.4K
$8.91M
|
|
Jul 12, 2023
Q2 2023
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
5.12K+ 24.68% |
$242K - $303K
|
25.8K
$2.34M
|
|
Jul 14, 2023
Q2 2023
|
Trellus Management Company, LLC
|
BUY
|
- |
5KNew |
$237K - $296K
|
5K
$453K
|
|
Jul 12, 2023
Q2 2023
|
Royal Fund Management, LLC
|
BUY
|
- |
5K+ 16.72% |
$237K - $296K
|
34.9K
$3.16M
|
|
Aug 11, 2023
Q2 2023
|
Natixis
Paris, I0 |
BUY
|
- |
4.95K+ 96.68% |
$235K - $293K
|
10.1K
$912K
|
|
Aug 14, 2023
Q2 2023
|
Alps Advisors Inc
Denver, CO |
BUY
|
- |
4.8K+ 64.09% |
$227K - $284K
|
12.3K
$1.11M
|
|
Aug 14, 2023
Q2 2023
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
BUY
|
- |
4.53KNew |
$215K - $268K
|
4.53K
$410K
|
|
Jul 25, 2023
Q2 2023
|
Canvas Wealth Advisors, LLC
|
BUY
|
- |
4.52KNew |
$214K - $268K
|
4.52K
$410K
|
|
Aug 14, 2023
Q2 2023
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
4.33K+ 80.93% |
$205K - $256K
|
9.67K
$875K
|
|
Aug 04, 2023
Q2 2023
|
Ceera Investments, LLC
Bellaire, TX |
BUY
|
- |
4.16K+ 6.95% |
$197K - $246K
|
64K
$5.79M
|
|
Aug 11, 2023
Q2 2023
|
Wallace Capital Management Inc.
Dallas, TX |
BUY
|
- |
4KNew |
$190K - $237K
|
4K
$362K
|