Capstone Investment Advisors
FRSH icon

Capstone Investment Advisors’s Freshworks FRSH Stock Holding History

Capstone 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 		$202K Sell
19,947
-20,284
-50% -$181K ﹤0.01% 1609
2026
Q1 		$323K Sell
40,231
-7,189
-15% -$66.3K ﹤0.01% 1342
2025
Q4 		$581K Buy
47,420
+2,388
+5% +$28.2K ﹤0.01% 1095
2025
Q3 		$530K Sell
45,032
-54,382
-55% -$733K ﹤0.01% 1336
2025
Q2 		$1.48M Buy
+99,414
New +$1.43M ﹤0.01% 737
2023
Q4 		– Sell
-25,579
Closed -$510K – 2210
2023
Q3 		$510K Buy
+25,579
New +$508K ﹤0.01% 1317

Other funds holding FRSH

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Alphabet Inc
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 $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

Capstone Investment Advisors reduced its Freshworks (FRSH) stake by 50% in Q2 2026, selling an estimated $181K and leaving 19,947 shares worth $202K. The position accounts for ﹤0.01% of the portfolio, ranked #1609.

Capstone Investment Advisors first reported a position in FRSH in Q3 2023 and has held it in 6 quarters since. The position peaked at $1.48M in Q2 2025. 343 funds tracked by Wall St. Rank hold FRSH as of Q2 2026.

  • Capstone Investment Advisors held 19,947 shares of Freshworks worth $202K as of Q2 2026.
  • Capstone Investment Advisors sold 20,284 Freshworks shares in Q2 2026, an estimated $181K.
  • Freshworks made up ﹤0.01% of Capstone Investment Advisors's portfolio in Q2 2026, its #1609 holding.
  • Capstone Investment Advisors first reported a position in Freshworks in Q3 2023 and has held it in 6 quarters since.
  • Capstone Investment Advisors's Freshworks position peaked at $1.48M in Q2 2025.
  • 343 funds tracked by Wall St. Rank held Freshworks as of Q2 2026.

Based on Capstone Investment Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.