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Allen Investment Management’s Freshworks FRSH Stock Holding History

Allen Investment 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
2023
Q3 		– Sell
-16,742
Closed -$294K – 222
2023
Q2 		$294K Hold
16,742
– – ﹤0.01% 196
2023
Q1 		$257K Hold
16,742
– – ﹤0.01% 201
2022
Q4 		$246K Hold
16,742
– – ﹤0.01% 200
2022
Q3 		$217K Sell
16,742
-8,371
-33% -$118K ﹤0.01% 205
2022
Q2 		$330K Buy
+25,113
New +$391K 0.01% 191

Other funds holding FRSH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
WCM
WestBridge Capital Management Trianon, Mauritius $107M AUM 43.09% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
WA
WFM Asia Road Town, Tortola, British Virgin Islands $632M AUM 14.51% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
AI
Alphabet Inc Mountain View, California $4.02B AUM 215.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
SCM
Steadview Capital Management London, United Kingdom $227M AUM 56.13% 1-Year Est. Return

Allen Investment Management's FRSH Position: Q3 2023 in Review

Allen Investment Management sold out of Freshworks (FRSH) in Q3 2023, closing a stake of 16,742 shares — an estimated $294K sold.

Allen Investment Management first reported a position in FRSH in Q2 2022 and held it in 5 quarters. The position peaked at $330K in Q2 2022. 226 funds tracked by Wall St. Rank hold FRSH as of Q3 2023.

  • Allen Investment Management reported no remaining Freshworks position as of Q3 2023 after selling out during the quarter.
  • Allen Investment Management sold 16,742 Freshworks shares in Q3 2023, an estimated $294K.
  • Allen Investment Management first reported a position in Freshworks in Q2 2022 and held it in 5 quarters.
  • Allen Investment Management's Freshworks position peaked at $330K in Q2 2022.
  • 226 funds tracked by Wall St. Rank held Freshworks as of Q3 2023.

Based on Allen Investment Management's 13F filing for Q3 2023, filed 13 Nov 2023.