Position in CHYM
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$2,747,447
-$1,196,364 QoQ
Shares Held
146,687
-6.4% QoQ
Ownership
0.038%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2025
2 quarters on record
Voting authority
Sole 0%
Shared 100%
None 0%
Common Shares in CHYM Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Mar 31, 2026Freestone Capital Holdings, LLC holds $41,537,394 across 20 Software - Application names. CHYM ranks #5 (6.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CRM |
Salesforce, Inc.
|
81,252 | $15,167,310 | |
| 2 | FIG |
Figma, Inc.
|
291,756 | $6,167,721 | |
| 3 | ADBE |
Adobe Inc.
|
19,100 | $4,642,828 | |
| 4 | ADP |
Automatic Data Processing Inc
|
20,515 | $4,168,237 | |
| 5 | CHYM |
Chime Financial, Inc.
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|
146,687 | $2,747,447 | |
| 6 | WDAY |
Workday, Inc.
|
15,176 | $1,971,665 | |
| 7 | PAYX |
Paychex Inc
|
9,222 | $849,530 | |
| 8 | LYFT |
Lyft, Inc.
|
51,962 | $691,094 |
All Filings in CHYM
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,747,447 | 146,687 | Shares | Defined | 2026-05-13 | |
| 2025-12-31 | $3,943,811 | 156,687 | Shares | Defined | 2026-01-23 | |
| No filing history on record for this holder in this stock. | ||||||