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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2023
Q2 2023
|
Select Equity Group, L.P.
New York, NY |
BUY
|
- |
3.94K+ 0.5% |
$187K - $233K
|
790K
$71.6M
|
|
|
Aug 07, 2023
Q2 2023
|
Skandinaviska Enskilda Banken Ab (Publ)
Stockholm, V7 |
BUY
|
- |
3.82K+ 10.37% |
$181K - $226K
|
40.6K
$3.68M
|
|
|
Aug 09, 2023
Q2 2023
|
Westbourne Investment Advisors, Inc.
|
BUY
|
- |
3.7K+ 12.02% |
$176K - $219K
|
34.5K
$3.13M
|
|
|
Aug 14, 2023
Q2 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
3.66K+ 24.86% |
$173K - $216K
|
18.4K
$1.66M
|
|
|
Jul 24, 2023
Q2 2023
|
Kessler Investment Group, LLC
|
BUY
|
- |
3.59K+ 5.24% |
$170K - $213K
|
72.2K
$6.54M
|
|
|
Aug 04, 2023
Q2 2023
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
BUY
|
- |
3.37K+ 5.34% |
$160K - $199K
|
66.5K
$6.02M
|
|
|
Aug 10, 2023
Q2 2023
|
Profund Advisors LLC
|
BUY
|
- |
3.31K+ 20.33% |
$157K - $196K
|
19.6K
$1.78M
|
|
|
Aug 14, 2023
Q2 2023
|
Pdt Partners, LLC
New York, NY |
BUY
|
- |
3.27K+ 24.53% |
$155K - $193K
|
16.6K
$1.5M
|
|
|
Aug 09, 2023
Q2 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
3.23K+ 11.51% |
$153K - $191K
|
31.3K
$2.84M
|
|
|
Aug 07, 2023
Q2 2023
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
3.18K+ 15.12% |
$150K - $188K
|
24.2K
$2.19M
|
|
|
Jun 03, 2024
Q2 2023
|
Vontobel Holding Ltd.
|
BUY
|
- |
2.83K+ 12.43% |
$134K - $168K
|
25.6K
$2.32M
|
|
|
Aug 04, 2023
Q2 2023
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
2.78K+ 12.21% |
$132K - $165K
|
25.6K
$2.31M
|
|
|
Jul 20, 2023
Q2 2023
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
2.73K+ 18.62% |
$129K - $162K
|
17.4K
$1.58M
|
|
|
Aug 11, 2023
Q2 2023
|
Ossiam
Paris, I0 |
BUY
|
- |
2.56K+ 126.34% |
$121K - $151K
|
4.59K
$415K
|
|
|
Aug 11, 2023
Q2 2023
|
V Wealth Advisors LLC
|
BUY
|
- |
2.5K+ 8.13% |
$119K - $148K
|
33.3K
$3.01M
|
|
|
Jul 27, 2023
Q2 2023
|
New York State Teachers Retirement System
|
BUY
|
- |
2.42K+ 21.79% |
$115K - $143K
|
13.5K
$1.22M
|
|
|
Aug 09, 2023
Q2 2023
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
2.35K+ 30.4% |
$111K - $139K
|
10.1K
$914K
|
|
|
Aug 14, 2023
Q2 2023
|
Boothbay Fund Management, LLC
New York, NY |
BUY
|
- |
2.31K+ 66.11% |
$110K - $137K
|
5.81K
$526K
|
|
|
Jul 25, 2023
Q2 2023
|
Keebeck Alpha, LP
Stamford, CT |
BUY
|
- |
2.27K+ 28.33% |
$108K - $134K
|
10.3K
$932K
|
|
|
Aug 08, 2023
Q2 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
2.1K+ 34.29% |
$99.5K - $124K
|
8.22K
$744K
|
|
|
Aug 07, 2023
Q2 2023
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
2.01K+ 9.09% |
$95.2K - $119K
|
24.1K
$2.18M
|
|
|
Aug 09, 2023
Q2 2023
|
Texas Capital Bank Wealth Management Services Inc
|
BUY
|
- |
2K+ 20.0% |
$94.8K - $118K
|
12K
$1.09M
|
|
|
Aug 11, 2023
Q2 2023
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
1.89K+ 22.47% |
$89.7K - $112K
|
10.3K
$934K
|
|
|
Aug 14, 2023
Q2 2023
|
Treasurer Of The State Of North Carolina
|
BUY
|
- |
1.88K+ 2.1% |
$88.9K - $111K
|
91K
$8.24M
|
|
|
Aug 11, 2023
Q2 2023
|
State Board Of Administration Of Florida Retirement System
|
BUY
|
- |
1.85K+ 0.87% |
$87.9K - $110K
|
214K
$19.4M
|
|
|
Aug 14, 2023
Q2 2023
|
Parkwood LLC
Cleveland, OH |
BUY
|
- |
1.81K+ 26.48% |
$85.8K - $107K
|
8.65K
$783K
|
|
|
Aug 07, 2023
Q2 2023
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
BUY
|
- |
1.8KNew |
$85.3K - $106K
|
1.8K
$163K
|
|
|
Jul 26, 2023
Q2 2023
|
Pinnacle Associates LTD
|
BUY
|
- |
1.77K+ 27.15% |
$83.7K - $104K
|
8.27K
$748K
|
|
|
Aug 14, 2023
Q2 2023
|
Nomura Holdings Inc
Tokyo, M0 |
BUY
|
- |
1.63K+ 10.36% |
$77K - $96.1K
|
17.3K
$1.57M
|
|
|
Jul 12, 2023
Q2 2023
|
Pacer Advisors, Inc.
Malvern, PA |
BUY
|
- |
1.57KNew |
$74.6K - $93.1K
|
1.57K
$143K
|
|
|
Aug 14, 2023
Q2 2023
|
Osterweis Capital Management Inc
San Francisco, CA |
BUY
|
- |
1.5KNew |
$71.1K - $88.7K
|
1.5K
$136K
|
|
|
Aug 03, 2023
Q2 2023
|
Los Angeles Capital Management LLC
|
BUY
|
- |
1.42K+ 2.47% |
$67.4K - $84.1K
|
58.9K
$5.33M
|
|
|
Aug 14, 2023
Q2 2023
|
Uni Super Management Pty LTD
Melbourne, Victoria, C3 |
BUY
|
- |
1.4KNew |
$66.4K - $82.8K
|
1.4K
$127K
|
|
|
Jul 21, 2023
Q2 2023
|
Rmr Wealth Builders
|
BUY
|
- |
1.39K+ 17.05% |
$66K - $82.4K
|
9.57K
$866K
|
|
|
Aug 09, 2023
Q2 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
1.34K+ 12.93% |
$63.5K - $79.2K
|
11.7K
$1.06M
|
|
|
Jul 26, 2023
Q2 2023
|
V Square Quantitative Management LLC
Chicago, IL |
BUY
|
- |
1.25KNew |
$59.3K - $73.9K
|
1.25K
$113K
|
|
|
Aug 07, 2023
Q2 2023
|
Wealthfront Advisers LLC
|
BUY
|
- |
1.24K+ 14.68% |
$58.6K - $73.1K
|
9.65K
$874K
|
|
|
Jan 12, 2024
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
1.2K+ 1.59% |
$57K - $71.2K
|
77.1K
$6.98M
|
|
|
Jul 13, 2023
Q2 2023
|
Xponance, Inc.
|
BUY
|
- |
1.19K+ 4.43% |
$56.5K - $70.6K
|
28.1K
$2.55M
|
|
|
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
$1.76M
|
|
|
Aug 14, 2023
Q2 2023
|
Rodgers Brothers Inc.
Harmony, PA |
BUY
|
- |
1.17K+ 22.56% |
$55.2K - $68.9K
|
6.33K
$573K
|
|
|
Aug 08, 2023
Q2 2023
|
First Pacific Financial
|
BUY
|
- |
1.09KNew |
$51.8K - $64.6K
|
1.09K
$98.9K
|
|
|
Aug 14, 2023
Q2 2023
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
1K+ 39.68% |
$47.4K - $59.2K
|
3.52K
$319K
|
|
|
Aug 14, 2023
Q2 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
954+ 20.26% |
$45.2K - $56.4K
|
5.66K
$513K
|
|
|
Jul 24, 2023
Q2 2023
|
Dfpg Investments, LLC
|
BUY
|
- |
947+ 9.88% |
$44.9K - $56K
|
10.5K
$953K
|
|
|
Aug 04, 2023
Q2 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
921+ 0.4% |
$43.7K - $54.5K
|
231K
$21M
|
|
|
Aug 17, 2023
Q2 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
919New |
$43.6K - $54.4K
|
919
$83.2K
|
|
|
Jul 25, 2023
Q2 2023
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
888New |
$42.1K - $52.5K
|
888
$80.4K
|
|
|
Jul 06, 2023
Q2 2023
|
Green Alpha Advisors, LLC
|
BUY
|
- |
858+ 10.62% |
$40.7K - $50.8K
|
8.94K
$809K
|
|
|
Aug 02, 2023
Q2 2023
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
848New |
$40.2K - $50.2K
|
848
$76.8K
|