Purchases and Sales Made in Q2 2025 in Docusign, Inc. (DOCU)
This table provides information about the institutional ownership of Docusign, Inc. (DOCU) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 11, 2025
Q2 2025
|
Assenagon Asset Management S.A.
|
BUY
|
- |
273K+ 114.08% |
$19.2M - $25.7M
|
513K
$39.8M
|
|
|
Jul 17, 2025
Q2 2025
|
Oak Family Advisors, LLC
|
BUY
|
- |
24.3K+ 34.3% |
$1.71M - $2.28M
|
95.1K
$7.38M
|
|
|
Jul 16, 2025
Q2 2025
|
State Of Alaska, Department Of Revenue
|
BUY
|
- |
14.1K+ 59.58% |
$992K - $1.32M
|
37.8K
$2.93M
|
|
|
Jul 14, 2025
Q2 2025
|
Avanza Fonder Ab
Stockholm, V7 |
BUY
|
- |
12.4KNew |
$875K - $1.17M
|
12.4K
$965K
|
|
|
Jul 17, 2025
Q2 2025
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
BUY
|
- |
8.31KNew |
$584K - $779K
|
8.31K
$645K
|
|
|
Jul 17, 2025
Q2 2025
|
Granite Shares Advisors LLC
|
BUY
|
- |
5.27KNew |
$371K - $495K
|
5.27K
$409K
|
|
|
Jul 16, 2025
Q2 2025
|
Formidable Asset Management, LLC
Cincinnati, OH |
BUY
|
- |
5.17K+ 109.14% |
$364K - $485K
|
9.91K
$769K
|
|
|
Jul 08, 2025
Q2 2025
|
Sandbox Financial Partners, LLC
Bethesda, MD |
BUY
|
- |
4.49KNew |
$316K - $422K
|
4.49K
$349K
|
|
|
Jul 14, 2025
Q2 2025
|
Narus Financial Partners, LLC
Salt Lake City, UT |
BUY
|
- |
3.84KNew |
$270K - $360K
|
3.84K
$298K
|
|
|
Jul 11, 2025
Q2 2025
|
Kapstone Financial Advisors LLC
Dayton, OH |
BUY
|
- |
3.29KNew |
$231K - $308K
|
3.29K
$255K
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
3.26K+ 67.58% |
$229K - $306K
|
8.09K
$628K
|
|
|
Jul 07, 2025
Q2 2025
|
Hedges Asset Management LLC
|
BUY
|
- |
2.65KNew |
$186K - $249K
|
2.65K
$206K
|
|
|
Jul 11, 2025
Q2 2025
|
Perpetual LTD
Sydney, New South Wales, C3 |
BUY
|
- |
2.48K+ 30.43% |
$175K - $233K
|
10.6K
$825K
|
|
|
Jul 10, 2025
Q2 2025
|
Ifm Investors Pty LTD
|
BUY
|
- |
1.91K+ 5.54% |
$135K - $179K
|
36.4K
$2.83M
|
|
|
Jul 16, 2025
Q2 2025
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
1.71KNew |
$120K - $160K
|
1.71K
$132K
|
|
|
Jul 17, 2025
Q2 2025
|
Bennett Selby Investments LP
|
BUY
|
- |
1.08K+ 18.05% |
$76.1K - $102K
|
7.08K
$549K
|
|
|
Jul 09, 2025
Q2 2025
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
BUY
|
- |
1.04K+ 8.64% |
$73.2K - $97.6K
|
13.1K
$1.02M
|
|
|
Jul 10, 2025
Q2 2025
|
Mn Services Vermogensbeheer B.V.
|
BUY
|
- |
800+ 1.08% |
$56.3K - $75.1K
|
74.9K
$5.81M
|
|
|
Jul 10, 2025
Q2 2025
|
Baader Bank Aktiengesellschaft
Unterschleissheim, 2M |
BUY
|
- |
729+ 11.14% |
$51.3K - $68.4K
|
7.27K
$565K
|
|
|
Jul 15, 2025
Q2 2025
|
Public Employees Retirement System Of Ohio
Columbus, OH |
BUY
|
- |
693+ 1.04% |
$48.8K - $65K
|
67.2K
$5.21M
|
|
|
Jul 10, 2025
Q2 2025
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
590+ 20.72% |
$41.5K - $55.4K
|
3.44K
$267K
|
|
|
Jul 11, 2025
Q2 2025
|
Mitchell & Pahl Private Wealth, LLC
|
BUY
|
- |
556+ 2.68% |
$39.1K - $52.2K
|
21.3K
$1.65M
|
|
|
Jul 16, 2025
Q2 2025
|
Dakota Wealth Management
|
BUY
|
- |
435+ 1.95% |
$30.6K - $40.8K
|
22.7K
$1.77M
|
|
|
Jul 10, 2025
Q2 2025
|
Swedbank Ab
Stockholm, V7 |
BUY
|
- |
300+ 0.18% |
$21.1K - $28.2K
|
164K
$12.7M
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
BUY
|
- |
279+ 4.38% |
$19.6K - $26.2K
|
6.66K
$517K
|
|
|
Jul 01, 2025
Q2 2025
|
Kera Capital Partners, Inc.
Sacramento, CA |
BUY
|
- |
261+ 7.24% |
$18.4K - $24.5K
|
3.87K
$300K
|
|
|
Jul 07, 2025
Q2 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
225+ 11.72% |
$15.8K - $21.1K
|
2.15K
$166K
|
|
|
Jul 15, 2025
Q2 2025
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
169+ 5.18% |
$11.9K - $15.9K
|
3.43K
$266K
|
|
|
Jul 08, 2025
Q2 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
142+ 31.35% |
$9.99K - $13.3K
|
595
$46.2K
|
|
|
Jul 16, 2025
Q2 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
71New |
$4.99K - $6.66K
|
71
$5.51K
|
|
|
Jul 08, 2025
Q2 2025
|
Webster Bank, N. A.
|
BUY
|
- |
36New |
$2.53K - $3.38K
|
36
$2.79K
|
|
|
Jul 09, 2025
Q2 2025
|
Gilman Hill Asset Management, LLC
|
BUY
|
- |
36+ 0.04% |
$2.53K - $3.38K
|
84.4K
$6.55M
|
|
|
Jul 14, 2025
Q2 2025
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
30+ 22.06% |
$2.11K - $2.82K
|
166
$12.9K
|
|
|
Jul 10, 2025
Q2 2025
|
Family Legacy Financial Solutions, LLC
Cary, NC |
BUY
|
- |
20New |
$1.41K - $1.88K
|
20
$1.55K
|
|
|
Jul 14, 2025
Q2 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
19New |
$1.34K - $1.78K
|
19
$1.47K
|
|
|
Jul 15, 2025
Q2 2025
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
11+ 5.31% |
$774 - $1.03K
|
218
$16.9K
|
|
|
Jul 11, 2025
Q2 2025
|
Cx Institutional
|
BUY
|
- |
10New |
$704 - $938
|
10
$776
|
|
|
Jul 15, 2025
Q2 2025
|
Financial Management Professionals, Inc.
|
BUY
|
- |
7+ 5.43% |
$492 - $657
|
136
$10.6K
|
|
|
Jul 17, 2025
Q2 2025
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
5+ 71.43% |
$352 - $469
|
12
$931
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
2+ 50.0% |
$141 - $188
|
6
$466
|
|
|
Jul 15, 2025
Q2 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-2- 15.38% |
$141 - $188
|
11
$854
|
|
|
Jul 17, 2025
Q2 2025
|
Beacon Capital Management, LLC
|
SELL
|
- |
-15- 60.0% |
$1.06K - $1.41K
|
10
$776
|
|
|
Jul 16, 2025
Q2 2025
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
SELL
|
- |
-25- 11.11% |
$1.76K - $2.35K
|
200
$15.5K
|
|
|
Jul 18, 2025
Q2 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-32- 36.78% |
$2.25K - $3K
|
55
$4.27K
|
|
|
Jul 08, 2025
Q2 2025
|
Rise Advisors, LLC
|
SELL
|
- |
-34- 7.34% |
$2.39K - $3.19K
|
429
$33.3K
|
|
|
Jul 16, 2025
Q2 2025
|
Sage Rhino Capital LLC
|
SELL
|
- |
-34- 0.2% |
$2.39K - $3.19K
|
16.8K
$1.3M
|
|
|
Jul 17, 2025
Q2 2025
|
V Square Quantitative Management LLC
Chicago, IL |
SELL
|
- |
-48- 1.5% |
$3.38K - $4.5K
|
3.14K
$244K
|
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-50- 75.76% |
$3.52K - $4.69K
|
16
$1.24K
|
|
|
Jul 16, 2025
Q2 2025
|
Essex Financial Services, Inc.
|
SELL
|
- |
-60- 0.91% |
$4.22K - $5.63K
|
6.5K
$504K
|
|
|
Jul 18, 2025
Q2 2025
|
Philip James Wealth Mangement, LLC
Milton, GA |
SELL
|
- |
-72- 1.61% |
$5.07K - $6.76K
|
4.4K
$341K
|