Bank of Montreal
FRSH icon

Bank of Montreal’s Freshworks FRSH Stock Holding History

Bank of Montreal’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
2025
Q3 		– Sell
-41,302
Closed -$616K – 3630
2025
Q2 		$616K Buy
41,302
+18,340
+80% +$264K ﹤0.01% 2156
2025
Q1 		$324K Buy
+22,962
New +$385K ﹤0.01% 2468
2022
Q4 		– Sell
-50,000
Closed -$677 – 4077
2022
Q3 		$677 Hold
50,000
– – ﹤0.01% 2395
2022
Q2 		$806 Hold
50,000
– – ﹤0.01% 2438
2022
Q1 		$998K Buy
+50,000
New +$1.02M ﹤0.01% 2336

Other funds holding FRSH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
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
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bank of Montreal's FRSH Position: Q3 2025 in Review

Bank of Montreal sold out of Freshworks (FRSH) in Q3 2025, closing a stake of 41,302 shares — an estimated $616K sold.

Bank of Montreal first reported a position in FRSH in Q1 2022 and held it in 5 quarters. The position peaked at $998K in Q1 2022. 315 funds tracked by Wall St. Rank hold FRSH as of Q3 2025.

  • Bank of Montreal reported no remaining Freshworks position as of Q3 2025 after selling out during the quarter.
  • Bank of Montreal sold 41,302 Freshworks shares in Q3 2025, an estimated $616K.
  • Bank of Montreal first reported a position in Freshworks in Q1 2022 and held it in 5 quarters.
  • Bank of Montreal's Freshworks position peaked at $998K in Q1 2022.
  • 315 funds tracked by Wall St. Rank held Freshworks as of Q3 2025.

Based on Bank of Montreal's 13F filing for Q3 2025, filed 13 Nov 2025.