CAPTRUST Financial Advisors
FRSH icon

CAPTRUST Financial Advisors’s Freshworks FRSH Stock Holding History

CAPTRUST Financial 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 		$327K Buy
40,705
+10,481
+35% +$96.7K ﹤0.01% 2327
2025
Q4 		$370K Buy
+30,224
New +$357K ﹤0.01% 2090
2025
Q2 		– Sell
-10,111
Closed -$143K – 2544
2025
Q1 		$143K Buy
+10,111
New +$169K ﹤0.01% 2207
2024
Q1 		– Sell
-19,852
Closed -$466K – 2334
2023
Q4 		$466K Buy
19,852
+1,574
+9% +$31.1K ﹤0.01% 1783
2023
Q3 		$364K Buy
+18,278
New +$363K ﹤0.01% 1867
2022
Q3 		– Sell
-100
Closed -$1K – 2787
2022
Q2 		$1K Buy
+100
New +$1.56K ﹤0.01% 4674

Other funds holding FRSH

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AI
Alphabet Inc Mountain View, California $4.02B AUM 215.74% 1-Year Est. Return
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 $107M AUM 43.09% 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

CAPTRUST Financial Advisors's FRSH Position: Q1 2026 in Review

CAPTRUST Financial Advisors increased its Freshworks (FRSH) stake by 35% in Q1 2026, buying an estimated $96.7K and bringing the position to 40,705 shares worth $327K. The position accounts for ﹤0.01% of the portfolio, ranked #2327.

CAPTRUST Financial Advisors first reported a position in FRSH in Q2 2022 and has held it in 6 quarters since. The position peaked at $466K in Q4 2023. 327 funds tracked by Wall St. Rank hold FRSH as of Q1 2026.

  • CAPTRUST Financial Advisors held 40,705 shares of Freshworks worth $327K as of Q1 2026.
  • CAPTRUST Financial Advisors bought 10,481 Freshworks shares in Q1 2026, an estimated $96.7K.
  • Freshworks made up ﹤0.01% of CAPTRUST Financial Advisors's portfolio in Q1 2026, its #2327 holding.
  • CAPTRUST Financial Advisors first reported a position in Freshworks in Q2 2022 and has held it in 6 quarters since.
  • CAPTRUST Financial Advisors's Freshworks position peaked at $466K in Q4 2023.
  • 327 funds tracked by Wall St. Rank held Freshworks as of Q1 2026.

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