FCH
DOCU

Freestone Capital Holdings’s DocuSign DOCU Stock Holding History

Freestone Capital Holdings’s Portfolio DOCU Stock Details DOCU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-200
Closed -$10.5M – 420
2018
Q3 		$10.5M Buy
+200
New +$11.3K 0.07% 47

Other funds holding DOCU

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Freestone Capital Holdings's DOCU Position: Q1 2026 in Review

Freestone Capital Holdings reduced its DocuSign (DOCU) stake by 4.6% in Q1 2026, selling an estimated $17.9K and leaving 7,294 shares worth $346K. The position accounts for 0.01% of the portfolio, ranked #419.

Freestone Capital Holdings first reported a position in DOCU in Q3 2018 and has held it in 31 quarters since. The position peaked at $9.3M in Q4 2020. 703 funds tracked by Wall St. Rank hold DOCU as of Q1 2026.

  • Freestone Capital Holdings held 7,294 shares of DocuSign worth $346K as of Q1 2026.
  • Freestone Capital Holdings sold 349 DocuSign shares in Q1 2026, an estimated $17.9K.
  • DocuSign made up 0.01% of Freestone Capital Holdings's portfolio in Q1 2026, its #419 holding.
  • Freestone Capital Holdings first reported a position in DocuSign in Q3 2018 and has held it in 31 quarters since.
  • Freestone Capital Holdings's DocuSign position peaked at $9.3M in Q4 2020.
  • 703 funds tracked by Wall St. Rank held DocuSign as of Q1 2026.

Based on Freestone Capital Holdings's 13F filing for Q1 2026, filed 13 May 2026.