Allegiance Financial Group Advisory Services’s Freshworks FRSH Stock Holding History

Allegiance Financial Group Advisory Services’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 Q2	$144K	Buy	+14,214	New	+$127K	0.02%	199

Other funds holding FRSH

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Alphabet Inc Mountain View, California $99.1B AUM 124.46% 1-Year Est. Return

WCM

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JAM

Jupiter Asset Management London, United Kingdom $20.2B AUM 29.18% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Gagnon Securities New York $519M AUM 44.91% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Allegiance Financial Group Advisory Services's FRSH Position: Q2 2026 in Review

Allegiance Financial Group Advisory Services opened a new position in Freshworks (FRSH) in Q2 2026: 14,214 shares worth $144K. The stake represents 0.02% of the portfolio and ranks #199 among its holdings.

158 funds tracked by Wall St. Rank hold FRSH as of Q2 2026.

Allegiance Financial Group Advisory Services held 14,214 shares of Freshworks worth $144K as of Q2 2026.
Freshworks was a new Allegiance Financial Group Advisory Services position in Q2 2026.
Freshworks made up 0.02% of Allegiance Financial Group Advisory Services's portfolio in Q2 2026, its #199 holding.
158 funds tracked by Wall St. Rank held Freshworks as of Q2 2026.

Based on Allegiance Financial Group Advisory Services's 13F filing for Q2 2026, filed 27 Jul 2026.