AssetMark Inc’s Freshworks FRSH Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
Sell
-73
Closed -$894 3495
2025
Q4
$894 Buy
73
+53
+265% +$626 ﹤0.01% 2966
2025
Q3
$235 Hold
20
﹤0.01% 3049
2025
Q2
$298 Buy
+20
New +$288 ﹤0.01% 2821
2022
Q2
Sell
-176
Closed -$3K 1545
2022
Q1
$3K Buy
+176
New +$3.58K ﹤0.01% 1358

Other funds holding FRSH

AssetMark Inc's FRSH Position: Q1 2026 in Review

AssetMark Inc sold out of Freshworks (FRSH) in Q1 2026, closing a stake of 73 shares — an estimated $894 sold.

AssetMark Inc first reported a position in FRSH in Q1 2022 and held it in 4 quarters. The position peaked at $3K in Q1 2022. 328 funds tracked by Wall St. Rank hold FRSH as of Q1 2026.

  • AssetMark Inc reported no remaining Freshworks position as of Q1 2026 after selling out during the quarter.
  • AssetMark Inc sold 73 Freshworks shares in Q1 2026, an estimated $894.
  • AssetMark Inc first reported a position in Freshworks in Q1 2022 and held it in 4 quarters.
  • AssetMark Inc's Freshworks position peaked at $3K in Q1 2022.
  • 328 funds tracked by Wall St. Rank held Freshworks as of Q1 2026.

Based on AssetMark Inc's 13F filing for Q1 2026, filed 6 May 2026.