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FRSH icon

Allworth Financial’s Freshworks FRSH Stock Holding History

Allworth Financial’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 		$212K Buy
20,936
+12,559
+150% +$112K ﹤0.01% 1457
2026
Q1 		$67.3K Buy
8,377
+5,176
+162% +$47.8K ﹤0.01% 2112
2025
Q4 		$39.2K Buy
3,201
+2,649
+480% +$31.3K ﹤0.01% 2352
2025
Q3 		$6.5K Sell
552
-1,267
-70% -$17.1K ﹤0.01% 3394
2025
Q2 		$27.1K Sell
1,819
-25
-1% -$360 ﹤0.01% 2321
2025
Q1 		$25.2K Buy
1,844
+112
+6% +$1.88K ﹤0.01% 1940
2024
Q4 		$29.9K Buy
1,732
+132
+8% +$1.88K ﹤0.01% 1848
2024
Q3 		$18.4K Buy
1,600
+1,558
+3,710% +$18.7K ﹤0.01% 1968
2024
Q2 		$550 Sell
42
-9
-18% -$135 ﹤0.01% 3346
2024
Q1 		$929 Buy
51
+6
+13% +$124 ﹤0.01% 3104
2023
Q4 		$1.06K Buy
+45
New +$890 ﹤0.01% 2929

Other funds holding FRSH

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
AI
Alphabet Inc Mountain View, California $99.1B AUM 124.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
HIM
Haveli Investment Management Austin, Texas $180M AUM
WCM
WestBridge Capital Management Trianon, Mauritius $79.5M AUM 32.13% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Allworth Financial's FRSH Position: Q2 2026 in Review

Allworth Financial increased its Freshworks (FRSH) stake by 150% in Q2 2026, buying an estimated $112K and bringing the position to 20,936 shares worth $212K. The position accounts for ﹤0.01% of the portfolio, ranked #1457.

Allworth Financial first reported a position in FRSH in Q4 2023 and has held it in 11 quarters since. 342 funds tracked by Wall St. Rank hold FRSH as of Q2 2026.

  • Allworth Financial held 20,936 shares of Freshworks worth $212K as of Q2 2026.
  • Allworth Financial bought 12,559 Freshworks shares in Q2 2026, an estimated $112K.
  • Freshworks made up ﹤0.01% of Allworth Financial's portfolio in Q2 2026, its #1457 holding.
  • Allworth Financial first reported a position in Freshworks in Q4 2023 and has held it in 11 quarters since.
  • 342 funds tracked by Wall St. Rank held Freshworks as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.