Carson Wealth (CWM LLC)
FRSH icon

Carson Wealth (CWM LLC)’s Freshworks FRSH Stock Holding History

Carson Wealth (CWM LLC)’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 		$2.44M Buy
304,116
+179,536
+144% +$1.66M 0.01% 1119
2025
Q4 		$1.53M Buy
124,580
+96,395
+342% +$1.14M ﹤0.01% 1277
2025
Q3 		$332K Buy
28,185
+8,548
+44% +$115K ﹤0.01% 2043
2025
Q2 		$293K Sell
19,637
-1,204
-6% -$17.3K ﹤0.01% 1886
2025
Q1 		$294K Buy
20,841
+19,382
+1,328% +$325K ﹤0.01% 1682
2024
Q4 		$24K Buy
1,459
+552
+61% +$7.84K ﹤0.01% 3314
2024
Q3 		$10K Sell
907
-2,490
-73% -$29.8K ﹤0.01% 3779
2024
Q2 		$43K Buy
3,397
+2,878
+555% +$43K ﹤0.01% 2580
2024
Q1 		$9K Buy
519
+457
+737% +$9.46K ﹤0.01% 3390
2023
Q4 		$1K Buy
62
+27
+77% +$534 ﹤0.01% 3952
2023
Q3 		$1K Buy
35
+28
+400% +$556 ﹤0.01% 3981
2023
Q2 		$0 Hold
7
– – ﹤0.01% 4263
2023
Q1 		$0 Hold
7
– – ﹤0.01% 4150
2022
Q4 		$0 Hold
7
– – ﹤0.01% 4062
2022
Q3 		$0 Hold
7
– – ﹤0.01% 3997
2022
Q2 		$0 Buy
+7
New +$109 ﹤0.01% 3891

Other funds holding FRSH

BlackRock
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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
PXPO
Peak XV Partners Operations Trianon, Mauritius $176M AUM 70.09% 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

Carson Wealth (CWM LLC)'s FRSH Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its Freshworks (FRSH) stake by 144% in Q1 2026, buying an estimated $1.66M and bringing the position to 304,116 shares worth $2.44M. The position accounts for 0.01% of the portfolio, ranked #1119.

Carson Wealth (CWM LLC) first reported a position in FRSH in Q2 2022 and has held it in 16 quarters since. 329 funds tracked by Wall St. Rank hold FRSH as of Q1 2026.

  • Carson Wealth (CWM LLC) held 304,116 shares of Freshworks worth $2.44M as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 179,536 Freshworks shares in Q1 2026, an estimated $1.66M.
  • Freshworks made up 0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #1119 holding.
  • Carson Wealth (CWM LLC) first reported a position in Freshworks in Q2 2022 and has held it in 16 quarters since.
  • 329 funds tracked by Wall St. Rank held Freshworks as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.