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 14, 2025
Q2 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-101- 2.87% |
$7.11K - $9.48K
|
3.42K
$265K
|
|
|
Jul 17, 2025
Q2 2025
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-107- 3.28% |
$7.53K - $10K
|
3.16K
$245K
|
|
|
Jul 17, 2025
Q2 2025
|
One Wealth Advisors, LLC
San Francisco, CA |
SELL
|
- |
-123- 4.46% |
$8.65K - $11.5K
|
2.64K
$205K
|
|
|
Jul 15, 2025
Q2 2025
|
Fifth Third Bancorp
|
SELL
|
- |
-157- 11.29% |
$11K - $14.7K
|
1.23K
$95.8K
|
|
|
Jul 11, 2025
Q2 2025
|
Umb Bank, N.A.
|
SELL
|
- |
-195- 9.77% |
$13.7K - $18.3K
|
1.8K
$140K
|
|
|
Jul 09, 2025
Q2 2025
|
Aaron Wealth Advisors LLC
|
SELL
|
- |
-241- 4.48% |
$17K - $22.6K
|
5.14K
$399K
|
|
|
Jul 15, 2025
Q2 2025
|
Burns Matteson Capital Management, LLC
Corning, NY |
SELL
|
- |
-245- 4.25% |
$17.2K - $23K
|
5.52K
$428K
|
|
|
Jul 09, 2025
Q2 2025
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-260- 4.36% |
$18.3K - $24.4K
|
5.7K
$442K
|
|
|
Jul 16, 2025
Q2 2025
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-305- 19.5% |
$21.5K - $28.6K
|
1.26K
$97.7K
|
|
|
Jul 03, 2025
Q2 2025
|
Garde Capital, Inc.
Seattle, WA |
SELL
|
- |
-366- 4.5% |
$25.7K - $34.3K
|
7.77K
$603K
|
|
|
Jul 16, 2025
Q2 2025
|
Meridian Investment Counsel Inc.
Lafayette, CA |
SELL
|
- |
-450- 1.56% |
$31.7K - $42.2K
|
28.5K
$2.21M
|
|
|
Jul 07, 2025
Q2 2025
|
Versant Capital Management, Inc
|
SELL
|
- |
-817- 17.74% |
$57.5K - $76.7K
|
3.79K
$294K
|
|
|
Jul 09, 2025
Q2 2025
|
Reyes Financial Architecture, Inc.
San Diego, CA |
SELL
|
- |
-1.02K- 47.28% |
$71.5K - $95.3K
|
1.13K
$87.9K
|
|
|
Jul 10, 2025
Q2 2025
|
Selective Wealth Management, Inc.
|
SELL
|
- |
-1.62K- 3.5% |
$114K - $152K
|
44.7K
$3.47M
|
|
|
Jul 14, 2025
Q2 2025
|
Ridgewood Investments LLC
|
SELL
|
- |
-2K- 53.75% |
$141K - $188K
|
1.72K
$134K
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-2.06K- 43.22% |
$145K - $193K
|
2.71K
$210K
|
|
|
Jul 07, 2025
Q2 2025
|
Gallacher Capital Management LLC
Lone Tree, CO |
SELL
|
- |
-2.57K- 48.15% |
$181K - $241K
|
2.77K
$215K
|
|
|
Jul 15, 2025
Q2 2025
|
Retireful, LLC
|
SELL
|
- |
-3.89K- 28.76% |
$273K - $365K
|
9.62K
$747K
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-7.59K- 18.35% |
$534K - $712K
|
33.8K
$2.62M
|
|
|
Jul 10, 2025
Q2 2025
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
SELL
|
- |
-10.2K- 22.48% |
$717K - $957K
|
35.2K
$2.73M
|
|
|
Jul 09, 2025
Q2 2025
|
Mfg Wealth Management, Inc.
Indianapolis, IN |
SELL
|
- |
-10.6K- 44.46% |
$742K - $990K
|
13.2K
$1.02M
|
|
|
Jul 14, 2025
Q2 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-11.9K- 79.81% |
$837K - $1.12M
|
3.01K
$234K
|
|
|
Jul 17, 2025
Q2 2025
|
Paradiem, LLC
|
SELL
|
- |
-12.2K- 22.75% |
$857K - $1.14M
|
41.3K
$3.21M
|
|
|
Jul 16, 2025
Q2 2025
|
Meag Munich Ergo, Kapitalanlagegesellschaft Mb H
|
SELL
|
- |
-14.6K- 54.24% |
$1.03M - $1.37M
|
12.3K
$957K
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-14.8K- 13.7% |
$1.04M - $1.39M
|
93.4K
$7.25M
|
|
|
Jul 08, 2025
Q2 2025
|
Lingohr & Partner Asset Management Gmb H
Erkrath, 2M |
SELL
|
- |
-80.7K- 95.33% |
$5.68M - $7.57M
|
3.96K
$307K
|
|
|
Jul 18, 2025
Q2 2025
|
Robeco Institutional Asset Management B.V.
|
SELL
|
- |
-118K- 24.09% |
$8.32M - $11.1M
|
372K
$28.9M
|