Freestone Capital Holdings’s DocuSign DOCU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $285K | Sell |
6,414
-880
| -12% | -$41.2K | 0.01% | 499 |
|
|
2026
Q1 | $346K | Sell |
7,294
-349
| -5% | -$17.9K | 0.01% | 419 |
|
|
2025
Q4 | $523K | Sell |
7,643
-48
| -0.6% | -$3.32K | 0.02% | 331 |
|
|
2025
Q3 | $554K | Buy |
7,691
+498
| +7% | +$38.4K | 0.02% | 323 |
|
|
2025
Q2 | $560K | Sell |
7,193
-14,737
| -67% | -$1.19M | 0.02% | 278 |
|
|
2025
Q1 | $1.79M | Sell |
21,930
-174
| -0.8% | -$15.2K | 0.07% | 169 |
|
|
2024
Q4 | $1.99M | Buy |
22,104
+6,085
| +38% | +$486K | 0.07% | 160 |
|
|
2024
Q3 | $995K | Sell |
16,019
-545
| -3% | -$30.5K | 0.03% | 217 |
|
|
2024
Q2 | $886K | Sell |
16,564
-448
| -3% | -$25.3K | 0.03% | 226 |
|
|
2024
Q1 | $1.01M | Sell |
17,012
-4,241
| -20% | -$239K | 0.04% | 210 |
|
|
2023
Q4 | $1.26M | Sell |
21,253
-4,709
| -18% | -$216K | 0.06% | 179 |
|
|
2023
Q3 | $1.09M | Sell |
25,962
-2,447
| -9% | -$120K | 0.06% | 168 |
|
|
2023
Q2 | $1.45M | Sell |
28,409
-190
| -0.7% | -$10.1K | 0.06% | 163 |
|
|
2023
Q1 | $1.67M | Buy |
28,599
+499
| +2% | +$29.8K | 0.07% | 151 |
|
|
2022
Q4 | $1.56M | Sell |
28,100
-1,403
| -5% | -$68.3K | 0.07% | 155 |
|
|
2022
Q3 | $1.58M | Sell |
29,503
-455
| -2% | -$28.5K | 0.07% | 166 |
|
|
2022
Q2 | $1.72M | Sell |
29,958
-2,459
| -8% | -$199K | 0.07% | 175 |
|
|
2022
Q1 | $3.47M | Sell |
32,417
-3,383
| -9% | -$388K | 0.14% | 144 |
|
|
2021
Q4 | $5.45M | Buy |
35,800
+3,603
| +11% | +$821K | 0.23% | 94 |
|
|
2021
Q3 | $8.29M | Buy |
32,197
+1,641
| +5% | +$473K | 0.42% | 53 |
|
|
2021
Q2 | $8.54M | Sell |
30,556
-7,635
| -20% | -$1.71M | 0.43% | 54 |
|
|
2021
Q1 | $7.73M | Sell |
38,191
-3,633
| -9% | -$842K | 0.42% | 59 |
|
|
2020
Q4 | $9.3M | Buy |
41,824
+4,658
| +13% | +$1.05M | 0.54% | 36 |
|
|
2020
Q3 | $8M | Sell |
37,166
-8,583
| -19% | -$1.78M | 0.52% | 39 |
|
|
2020
Q2 | $421M | Buy |
45,749
+10,520
| +30% | +$1.33M | 4.93% | 4 |
|
|
2020
Q1 | $3.25M | Sell |
35,229
-5,910
| -14% | -$475K | 0.07% | 100 |
|
|
2019
Q4 | $188M | Buy |
41,139
+27,680
| +206% | +$1.9M | 3.9% | 2 |
|
|
2019
Q3 | $833K | Sell |
13,459
-2,500
| -16% | -$131K | 0.02% | 279 |
|
|
2019
Q2 | $793K | Hold |
15,959
| – | – | 0.02% | 254 |
|
|
2019
Q1 | $827K | Sell |
15,959
-2,700
| -14% | -$138K | 0.05% | 236 |
|
|
2018
Q4 | $748K | Buy |
18,659
+18,434
| +8,193% | +$775K | 0.05% | 241 |
|
|
2018
Q3 | $12K | Buy |
+225
| New | +$12.8K | ﹤0.01% | 391 |
|
Other funds holding DOCU
Freestone Capital Holdings's DOCU Position: Q2 2026 in Review
Freestone Capital Holdings reduced its DocuSign (DOCU) stake by 12% in Q2 2026, selling an estimated $41.2K and leaving 6,414 shares worth $285K. The position accounts for 0.01% of the portfolio, ranked #499.
Freestone Capital Holdings first reported a position in DOCU in Q3 2018 and has held it in 32 quarters since. The position peaked at $421M in Q2 2020. 670 funds tracked by Wall St. Rank hold DOCU as of Q2 2026.
- Freestone Capital Holdings held 6,414 shares of DocuSign worth $285K as of Q2 2026.
- Freestone Capital Holdings sold 880 DocuSign shares in Q2 2026, an estimated $41.2K.
- DocuSign made up 0.01% of Freestone Capital Holdings's portfolio in Q2 2026, its #499 holding.
- Freestone Capital Holdings first reported a position in DocuSign in Q3 2018 and has held it in 32 quarters since.
- Freestone Capital Holdings's DocuSign position peaked at $421M in Q2 2020.
- 670 funds tracked by Wall St. Rank held DocuSign as of Q2 2026.
Based on Freestone Capital Holdings's 13F filing for Q2 2026, filed 31 Jul 2026.