Cary Street Partners Investment Advisory’s Freshworks FRSH Stock Holding History

Cary Street Partners Investment Advisory’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	$1.78K	Buy	176 +106	+151%	+$944	﹤0.01%	729
2026 Q1	$562	Sell	70 -117	-63%	-$1.08K	﹤0.01%	684
2025 Q4	$2.29K	Buy	187 +172	+1,147%	+$2.03K	﹤0.01%	667
2025 Q3	$177	Sell	15 -55	-79%	-$741	﹤0.01%	607
2025 Q2	$1.04K	Sell	70 -50	-42%	-$720	﹤0.01%	579
2025 Q1	$1.69K	Buy	120 +95	+380%	+$1.59K	﹤0.01%	546
2024 Q4	$404	Sell	25 -14,400	-100%	-$205K	﹤0.01%	504
2024 Q3	$166K	Hold	14,425	–	–	0.01%	739
2024 Q2	$183K	Hold	14,425	–	–	0.01%	721
2024 Q1	$263K	Hold	14,425	–	–	0.01%	590
2023 Q4	$339K	Hold	14,425	–	–	0.02%	510
2023 Q3	$287K	Buy	+14,425	New	+$287K	0.02%	491

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

WCM

WestBridge Capital Management Trianon, Mauritius $79.5M AUM 32.13% 1-Year Est. Return

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

JAM

Jupiter Asset Management London, United Kingdom $20.2B AUM 29.18% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

IEQ Capital Foster City, California $21.7B AUM 77.3% 1-Year Est. Return

Gagnon Securities New York $519M AUM 44.91% 1-Year Est. Return

Cary Street Partners Investment Advisory's FRSH Position: Q2 2026 in Review

Cary Street Partners Investment Advisory increased its Freshworks (FRSH) stake by 151% in Q2 2026, buying an estimated $944 and bringing the position to 176 shares worth $1.78K. The position accounts for ﹤0.01% of the portfolio, ranked #729.

Cary Street Partners Investment Advisory first reported a position in FRSH in Q3 2023 and has held it in 12 quarters since. The position peaked at $339K in Q4 2023. 176 funds tracked by Wall St. Rank hold FRSH as of Q2 2026.

Cary Street Partners Investment Advisory held 176 shares of Freshworks worth $1.78K as of Q2 2026.
Cary Street Partners Investment Advisory bought 106 Freshworks shares in Q2 2026, an estimated $944.
Freshworks made up ﹤0.01% of Cary Street Partners Investment Advisory's portfolio in Q2 2026, its #729 holding.
Cary Street Partners Investment Advisory first reported a position in Freshworks in Q3 2023 and has held it in 12 quarters since.
Cary Street Partners Investment Advisory's Freshworks position peaked at $339K in Q4 2023.
176 funds tracked by Wall St. Rank held Freshworks as of Q2 2026.

Based on Cary Street Partners Investment Advisory's 13F filing for Q2 2026, filed 17 Jul 2026.