SPL
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Superior Planning, LLC’s Freshworks FRSH Stock Holding History

Superior Planning, LLC’s Portfolio FRSH Stock Details FRSH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$7.04K Buy
+550
New +$6.56K ﹤0.01% 1069

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Superior Planning, LLC's FRSH Position: Q3 2026 in Review

Superior Planning, LLC opened a new position in Freshworks (FRSH) in Q3 2026: 550 shares worth $7.04K. The stake represents ﹤0.01% of the portfolio and ranks #1069 among its holdings.

218 funds tracked by Wall St. Rank hold FRSH as of Q3 2026.

  • Superior Planning, LLC held 550 shares of Freshworks worth $7.04K as of Q3 2026.
  • Freshworks was a new Superior Planning, LLC position in Q3 2026.
  • Freshworks made up ﹤0.01% of Superior Planning, LLC's portfolio in Q3 2026, its #1069 holding.
  • 218 funds tracked by Wall St. Rank held Freshworks as of Q3 2026.

Based on Superior Planning, LLC's 13F filing for Q3 2026, filed 12 Nov 2026.