Advisory Research’s Freshworks FRSH Stock Holding History

Advisory Research’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
2023 Q4	–	Sell	-20,808	Closed	-$414K	–	380
2023 Q3	$414K	Buy	+20,808	New	+$414K	0.06%	304

Other funds holding FRSH

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

WCM

WestBridge Capital Management Trianon, Mauritius $79.5M AUM 32.13% 1-Year Est. Return

PXPO

Peak XV Partners Operations Trianon, Mauritius $110M AUM 43.09% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

WFM Asia Road Town, Tortola, British Virgin Islands $632M AUM 14.51% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

CIP

Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return

Alphabet Inc Mountain View, California $4.02B AUM 215.74% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Advisory Research's FRSH Position: Q4 2023 in Review

Advisory Research sold out of Freshworks (FRSH) in Q4 2023, closing a stake of 20,808 shares — an estimated $414K sold.

Advisory Research first reported a position in FRSH in Q3 2023 and held it in 1 quarter. The position peaked at $414K in Q3 2023. 239 funds tracked by Wall St. Rank hold FRSH as of Q4 2023.

Advisory Research reported no remaining Freshworks position as of Q4 2023 after selling out during the quarter.
Advisory Research sold 20,808 Freshworks shares in Q4 2023, an estimated $414K.
Advisory Research first reported a position in Freshworks in Q3 2023 and held it in 1 quarter.
Advisory Research's Freshworks position peaked at $414K in Q3 2023.
239 funds tracked by Wall St. Rank held Freshworks as of Q4 2023.

Based on Advisory Research's 13F filing for Q4 2023, filed 13 Feb 2024.