AAS
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Ameritas Advisory Services’s Freshworks FRSH Stock Holding History

Ameritas 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
Q1 		– Sell
-23,815
Closed -$292K – 1107
2025
Q4 		$292K Buy
+23,815
New +$281K 0.01% 777
2025
Q3 		– Sell
-600
Closed -$8.95K – 2414
2025
Q2 		$8.95K Buy
+600
New +$8.64K ﹤0.01% 2061
2023
Q2 		– Sell
-500
Closed -$7.37K – 1271
2023
Q1 		$7.37K Buy
+500
New +$7.57K ﹤0.01% 2020

Other funds holding FRSH

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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
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
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Alyeska Investment Group
Alyeska Investment Group Chicago, Illinois $35.4B AUM 33.54% 1-Year Est. Return
TCM
Topline Capital Management Santa Monica, California $605M AUM 26.24% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Ameritas Advisory Services's FRSH Position: Q1 2026 in Review

Ameritas Advisory Services sold out of Freshworks (FRSH) in Q1 2026, closing a stake of 23,815 shares — an estimated $292K sold.

Ameritas Advisory Services first reported a position in FRSH in Q1 2023 and held it in 3 quarters. The position peaked at $292K in Q4 2025. 327 funds tracked by Wall St. Rank hold FRSH as of Q1 2026.

  • Ameritas Advisory Services reported no remaining Freshworks position as of Q1 2026 after selling out during the quarter.
  • Ameritas Advisory Services sold 23,815 Freshworks shares in Q1 2026, an estimated $292K.
  • Ameritas Advisory Services first reported a position in Freshworks in Q1 2023 and held it in 3 quarters.
  • Ameritas Advisory Services's Freshworks position peaked at $292K in Q4 2025.
  • 327 funds tracked by Wall St. Rank held Freshworks as of Q1 2026.

Based on Ameritas Advisory Services's 13F filing for Q1 2026, filed 12 May 2026.