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Bell Investment Advisors’s Freshworks FRSH Stock Holding History

Bell Investment Advisors’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 		– Sell
-546
Closed -$4.38K – 1855
2026
Q1 		$4.38K Buy
546
+430
+371% +$3.97K ﹤0.01% 1014
2025
Q4 		$1.42K Buy
+116
New +$1.37K ﹤0.01% 1454
2025
Q2 		– Sell
-69
Closed -$974 – 1920
2025
Q1 		$974 Hold
69
– – ﹤0.01% 1558
2024
Q4 		$1.12K Buy
+69
New +$981 ﹤0.01% 1549
2023
Q1 		– Sell
-35
Closed -$515 – 1949
2022
Q4 		$515 Buy
+35
New +$485 ﹤0.01% 1817

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

Bell Investment Advisors's FRSH Position: Q2 2026 in Review

Bell Investment Advisors sold out of Freshworks (FRSH) in Q2 2026, closing a stake of 546 shares — an estimated $4.38K sold.

Bell Investment Advisors first reported a position in FRSH in Q4 2022 and held it in 5 quarters. The position peaked at $4.38K in Q1 2026. 342 funds tracked by Wall St. Rank hold FRSH as of Q2 2026.

  • Bell Investment Advisors reported no remaining Freshworks position as of Q2 2026 after selling out during the quarter.
  • Bell Investment Advisors sold 546 Freshworks shares in Q2 2026, an estimated $4.38K.
  • Bell Investment Advisors first reported a position in Freshworks in Q4 2022 and held it in 5 quarters.
  • Bell Investment Advisors's Freshworks position peaked at $4.38K in Q1 2026.
  • 342 funds tracked by Wall St. Rank held Freshworks as of Q2 2026.

Based on Bell Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.