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Avion Wealth’s Freshworks FRSH Stock Holding History

Avion Wealth’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 		$2K Buy
265
+63
+31% +$561 ﹤0.01% 1057
2026
Q1 		$1K Buy
202
+160
+381% +$1.48K ﹤0.01% 1027
2025
Q4 		$0 Buy
+42
New +$496 ﹤0.01% 1355
2025
Q2 		– Sell
-1,650
Closed -$26K – 1320
2025
Q1 		$26K Hold
1,650
– – 0.01% 257
2024
Q4 		$26K Buy
+1,650
New +$23.4K 0.01% 257
2024
Q2 		– Sell
-28
Closed -$1K – 1048
2024
Q1 		$1K Buy
+28
New +$579 ﹤0.01% 940

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

Avion Wealth's FRSH Position: Q2 2026 in Review

Avion Wealth increased its Freshworks (FRSH) stake by 31% in Q2 2026, buying an estimated $561 and bringing the position to 265 shares worth $2K. The position accounts for ﹤0.01% of the portfolio, ranked #1057.

Avion Wealth first reported a position in FRSH in Q1 2024 and has held it in 6 quarters since. The position peaked at $26K in Q1 2025. 342 funds tracked by Wall St. Rank hold FRSH as of Q2 2026.

  • Avion Wealth held 265 shares of Freshworks worth $2K as of Q2 2026.
  • Avion Wealth bought 63 Freshworks shares in Q2 2026, an estimated $561.
  • Freshworks made up ﹤0.01% of Avion Wealth's portfolio in Q2 2026, its #1057 holding.
  • Avion Wealth first reported a position in Freshworks in Q1 2024 and has held it in 6 quarters since.
  • Avion Wealth's Freshworks position peaked at $26K in Q1 2025.
  • 342 funds tracked by Wall St. Rank held Freshworks as of Q2 2026.

Based on Avion Wealth's 13F filing for Q2 2026, filed 31 Jul 2026.