Freestone Capital Holdings, LLC

Position in DOCU — Docusign, Inc.

CIK 1470876 Seattle, WA

Back to DOCU Full portfolio

Position in DOCU

as of Jun 30, 2026 · filed Jul 31, 2026 Compact

Position Value

$284,909

-$60,899 QoQ

Shares Held

6,414

-12.1% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#404

of 669 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 100% None 0%

Common Shares in DOCU Over Time

Shares Held

Position Value (USD)

Position in Software - Application

Technology · as of Jun 30, 2026

Freestone Capital Holdings, LLC holds $43,492,182 across 19 Software - Application names. DOCU ranks #17 (0.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CRM	Salesforce, Inc.	92,043	$14,419,456
2	FIG	Figma, Inc.	258,656	$4,679,087
3	ADP	Automatic Data Processing Inc	20,365	$4,560,741
4	CDNS	Cadence Design Systems Inc	10,484	$3,934,854
5	CHYM	Chime Financial, Inc.	179,640	$3,679,027
6	ADBE	Adobe Inc.	14,459	$2,964,384
7	LYFT	Lyft, Inc.	150,520	$2,199,097
8	SNOW	Snowflake Inc.	4,163	$1,059,483

All Filings in DOCU

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26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$284,909	6,414	-12.1%	Shares	Defined	2026-07-31
2026-03-31	$345,808	7,294	-4.6%	Shares	Defined	2026-05-13
2025-12-31	$522,781	7,643	-0.6%	Shares	Defined	2026-01-23
2025-09-30	$554,444	7,691	+6.9%	Shares	Defined	2025-11-12
2025-06-30	$560,262	7,193	-67.2%	Shares	Defined	2025-08-05
2025-03-31	$1,785,102	21,930	-0.8%	Shares	Defined	2025-05-13
2024-12-31	$1,988,033	22,104	+38.0%	Shares	Defined	2025-02-06
2024-09-30	$994,619	16,019	-3.3%	Shares	Defined	2024-11-14
2024-06-30	$886,174	16,564	-2.6%	Shares	Defined	2024-11-22
2024-03-31	$1,013,064	17,012	-20.0%	Shares	Defined	2024-11-22
2023-12-31	$1,263,490	21,253	-18.1%	Shares	Defined	2024-02-13
2023-09-30	$1,090,404	25,962	-8.6%	Shares	Defined	2023-11-14
2023-06-30	$1,451,415	28,409	-0.7%	Shares	Defined	2023-08-09
2023-03-31	$1,667,321	28,599	+1.8%	Shares	Defined	2023-05-12
2022-12-31	$1,557,302	28,100	-4.8%	Shares	Defined	2023-02-13
2022-09-30	$1,577,525	29,503	-1.5%	Shares	Defined	2022-11-09
2022-06-30	$1,718,990	29,958	-7.6%	Shares	Defined	2022-08-09
2022-03-31	$3,472,509	32,417	-9.4%	Shares	Defined	2022-05-12
2021-12-31	$5,452,698	35,800	+11.2%	Shares	Defined	2022-02-14
2021-09-30	$8,288,473	32,197	+5.4%	Shares	Defined	2021-11-15
2021-06-30	$8,542,540	30,556	-20.0%	Shares	Defined	2021-08-16
2021-03-31	$7,731,767	38,191	-8.7%	Shares	Defined	2021-05-17
2020-12-31	$9,297,475	41,824	+12.5%	Shares	Defined	2021-02-16
2020-09-30	$7,999,609	37,166	-18.8%	Shares	Defined	2020-11-06
2020-06-30	$7,878,435	45,749	+29.9%	Shares	Defined	2020-08-04
2020-03-31	$3,255,159	35,229	—	Shares	Defined	2020-05-12
No filing history on record for this holder in this stock.