Bellevue Asset Management’s Freshworks FRSH Stock Holding History

Bellevue Asset Management’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	-230	Closed	-$2.82K	–	417
2025 Q4	$2.82K	Hold	230	–	–	﹤0.01%	403
2025 Q3	$2.71K	Hold	230	–	–	﹤0.01%	405
2025 Q2	$3.43K	Buy	230 +52	+29%	+$749	﹤0.01%	389
2025 Q1	$2.51K	Hold	178	–	–	﹤0.01%	405
2024 Q4	$2.88K	Hold	178	–	–	﹤0.01%	411
2024 Q3	$2.04K	Hold	178	–	–	﹤0.01%	415
2024 Q2	$2.26K	Buy	178 +30	+20%	+$449	﹤0.01%	396
2024 Q1	$2.69K	Hold	148	–	–	﹤0.01%	379
2023 Q4	$3.48K	Buy	148 +23	+18%	+$455	﹤0.01%	343
2023 Q3	$2.49K	Hold	125	–	–	﹤0.01%	362
2023 Q2	$2.2K	Hold	125	–	–	﹤0.01%	396
2023 Q1	$1.92K	Buy	125 +37	+42%	+$560	﹤0.01%	415
2022 Q4	$1.26K	Hold	88	–	–	﹤0.01%	462
2022 Q3	$1K	Hold	88	–	–	﹤0.01%	470
2022 Q2	$1K	Hold	88	–	–	﹤0.01%	475
2022 Q1	$2K	Buy	+88	New	+$1.79K	﹤0.01%	451

Other funds holding FRSH

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Alphabet Inc Mountain View, California $99.1B AUM 124.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

PXPO

Peak XV Partners Operations Trianon, Mauritius $176M AUM 70.09% 1-Year Est. Return

WCM

WestBridge Capital Management Trianon, Mauritius $79.5M AUM 32.13% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Alyeska Investment Group Chicago, Illinois $38.9B AUM 28.51% 1-Year Est. Return

TCM

Topline Capital Management Santa Monica, California $386M AUM 2.37% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bellevue Asset Management's FRSH Position: Q1 2026 in Review

Bellevue Asset Management sold out of Freshworks (FRSH) in Q1 2026, closing a stake of 230 shares — an estimated $2.82K sold.

Bellevue Asset Management first reported a position in FRSH in Q1 2022 and held it in 16 quarters. The position peaked at $3.48K in Q4 2023. 330 funds tracked by Wall St. Rank hold FRSH as of Q1 2026.

Bellevue Asset Management reported no remaining Freshworks position as of Q1 2026 after selling out during the quarter.
Bellevue Asset Management sold 230 Freshworks shares in Q1 2026, an estimated $2.82K.
Bellevue Asset Management first reported a position in Freshworks in Q1 2022 and held it in 16 quarters.
Bellevue Asset Management's Freshworks position peaked at $3.48K in Q4 2023.
330 funds tracked by Wall St. Rank held Freshworks as of Q1 2026.

Based on Bellevue Asset Management's 13F filing for Q1 2026, filed 24 Apr 2026.