Capital Advisors Ltd’s Freshworks FRSH Stock Holding History

Capital Advisors Ltd’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	$1K	Sell	69 -2	-3%	-$18	﹤0.01%	1229
2026 Q1	$1K	Buy	+71	New	+$655	﹤0.01%	1217

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

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

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 Miami, Florida $875B AUM 40.91% 1-Year Est. Return

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

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

Capital Advisors Ltd's FRSH Position: Q2 2026 in Review

Capital Advisors Ltd reduced its Freshworks (FRSH) stake by 2.8% in Q2 2026, selling an estimated $18 and leaving 69 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #1229.

Capital Advisors Ltd first reported a position in FRSH in Q1 2026 and has held it in 2 quarters since. 342 funds tracked by Wall St. Rank hold FRSH as of Q2 2026.

Capital Advisors Ltd held 69 shares of Freshworks worth $1K as of Q2 2026.
Capital Advisors Ltd sold 2 Freshworks shares in Q2 2026, an estimated $18.
Freshworks made up ﹤0.01% of Capital Advisors Ltd's portfolio in Q2 2026, its #1229 holding.
Capital Advisors Ltd first reported a position in Freshworks in Q1 2026 and has held it in 2 quarters since.
342 funds tracked by Wall St. Rank held Freshworks as of Q2 2026.

Based on Capital Advisors Ltd's 13F filing for Q2 2026, filed 16 Jul 2026.