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Caerus Investment Advisors’s Freshworks FRSH Stock Holding History

Caerus 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
Q1 		$142K Buy
+17,734
New +$164K 0.06% 256

Other funds holding FRSH

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VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
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
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Alyeska Investment Group
Alyeska Investment Group Chicago, Illinois $35.4B AUM 33.54% 1-Year Est. Return
TCM
Topline Capital Management Santa Monica, California $605M AUM 26.24% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Caerus Investment Advisors's FRSH Position: Q1 2026 in Review

Caerus Investment Advisors opened a new position in Freshworks (FRSH) in Q1 2026: 17,734 shares worth $142K. The stake represents 0.06% of the portfolio and ranks #256 among its holdings.

328 funds tracked by Wall St. Rank hold FRSH as of Q1 2026.

  • Caerus Investment Advisors held 17,734 shares of Freshworks worth $142K as of Q1 2026.
  • Freshworks was a new Caerus Investment Advisors position in Q1 2026.
  • Freshworks made up 0.06% of Caerus Investment Advisors's portfolio in Q1 2026, its #256 holding.
  • 328 funds tracked by Wall St. Rank held Freshworks as of Q1 2026.

Based on Caerus Investment Advisors's 13F filing for Q1 2026, filed 1 Jun 2026.