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
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

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VPM
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T 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 $4.68T 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 $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

Capstone Investment Advisors reduced its Freshworks (FRSH) stake by 15% in Q1 2026, selling an estimated $66.3K and leaving 40,231 shares worth $323K. The position accounts for ﹤0.01% of the portfolio, ranked #1342.

Capstone Investment Advisors first reported a position in FRSH in Q3 2023 and has held it in 5 quarters since. The position peaked at $1.48M in Q2 2025. 329 funds tracked by Wall St. Rank hold FRSH as of Q1 2026.

  • Capstone Investment Advisors held 40,231 shares of Freshworks worth $323K as of Q1 2026.
  • Capstone Investment Advisors sold 7,189 Freshworks shares in Q1 2026, an estimated $66.3K.
  • Freshworks made up ﹤0.01% of Capstone Investment Advisors's portfolio in Q1 2026, its #1342 holding.
  • Capstone Investment Advisors first reported a position in Freshworks in Q3 2023 and has held it in 5 quarters since.
  • Capstone Investment Advisors's Freshworks position peaked at $1.48M in Q2 2025.
  • 329 funds tracked by Wall St. Rank held Freshworks as of Q1 2026.

Based on Capstone Investment Advisors's 13F filing for Q1 2026, filed 15 May 2026.