AAM
FRSH icon

Advisors Asset Management’s Freshworks FRSH Stock Holding History

Advisors Asset Management’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
2025
Q3 		– Sell
-694
Closed -$10.3K – 1480
2025
Q2 		$10.3K Sell
694
-1,034
-60% -$14.9K ﹤0.01% 1379
2025
Q1 		$24.4K Sell
1,728
-607
-26% -$10.2K ﹤0.01% 1350
2024
Q4 		$37.8K Sell
2,335
-1,328
-36% -$18.9K ﹤0.01% 1339
2024
Q3 		$42.1K Sell
3,663
-93
-2% -$1.11K ﹤0.01% 1316
2024
Q2 		$47.7K Buy
3,756
+785
+26% +$11.7K ﹤0.01% 1307
2024
Q1 		$54.1K Buy
2,971
+757
+34% +$15.7K ﹤0.01% 1279
2023
Q4 		$52K Buy
2,214
+551
+33% +$10.9K ﹤0.01% 1284
2023
Q3 		$33.1K Buy
1,663
+1,312
+374% +$26.1K ﹤0.01% 1320
2023
Q2 		$6.17K Hold
351
– – ﹤0.01% 1405
2023
Q1 		$5.39K Buy
351
+9
+3% +$136 ﹤0.01% 1438
2022
Q4 		$5.03K Buy
+342
New +$4.74K ﹤0.01% 1459

Other funds holding FRSH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AI
Alphabet Inc Mountain View, California $4.02B AUM 215.74% 1-Year Est. Return
PXPO
Peak XV Partners Operations Trianon, Mauritius $110M AUM 43.09% 1-Year Est. Return
WCM
WestBridge Capital Management Trianon, Mauritius $79.5M AUM 32.13% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Advisors Asset Management's FRSH Position: Q3 2025 in Review

Advisors Asset Management sold out of Freshworks (FRSH) in Q3 2025, closing a stake of 694 shares — an estimated $10.3K sold.

Advisors Asset Management first reported a position in FRSH in Q4 2022 and held it in 11 quarters. The position peaked at $54.1K in Q1 2024. 315 funds tracked by Wall St. Rank hold FRSH as of Q3 2025.

  • Advisors Asset Management reported no remaining Freshworks position as of Q3 2025 after selling out during the quarter.
  • Advisors Asset Management sold 694 Freshworks shares in Q3 2025, an estimated $10.3K.
  • Advisors Asset Management first reported a position in Freshworks in Q4 2022 and held it in 11 quarters.
  • Advisors Asset Management's Freshworks position peaked at $54.1K in Q1 2024.
  • 315 funds tracked by Wall St. Rank held Freshworks as of Q3 2025.

Based on Advisors Asset Management's 13F filing for Q3 2025, filed 6 Nov 2025.