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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return

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. 674 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.
  • 674 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.