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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
Q2 		$346K Buy
34,202
+16,468
+93% +$147K 0.12% 171
2026
Q1 		$142K Buy
+17,734
New +$164K 0.06% 256

Other funds holding FRSH

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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 40.89% 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

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

Caerus Investment Advisors increased its Freshworks (FRSH) stake by 93% in Q2 2026, buying an estimated $147K and bringing the position to 34,202 shares worth $346K. The position accounts for 0.12% of the portfolio, ranked #171.

Caerus Investment Advisors first reported a position in FRSH in Q1 2026 and has held it in 2 quarters since. 343 funds tracked by Wall St. Rank hold FRSH as of Q2 2026.

  • Caerus Investment Advisors held 34,202 shares of Freshworks worth $346K as of Q2 2026.
  • Caerus Investment Advisors bought 16,468 Freshworks shares in Q2 2026, an estimated $147K.
  • Freshworks made up 0.12% of Caerus Investment Advisors's portfolio in Q2 2026, its #171 holding.
  • Caerus Investment Advisors first reported a position in Freshworks in Q1 2026 and has held it in 2 quarters since.
  • 343 funds tracked by Wall St. Rank held Freshworks as of Q2 2026.

Based on Caerus Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.