CPW
FRSH icon

Catalyst Private Wealth’s Freshworks FRSH Stock Holding History

Catalyst Private Wealth’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
2025
Q4 		– Sell
-15,186
Closed -$179K – 79
2025
Q3 		$179K Sell
15,186
-2,560
-14% -$34.5K 0.08% 78
2025
Q2 		$265K Sell
17,746
-1,560
-8% -$22.5K 0.12% 70
2025
Q1 		$272K Sell
19,306
-5,239
-21% -$87.8K 0.13% 66
2024
Q4 		$397K Sell
24,545
-3,100
-11% -$44.1K 0.18% 61
2024
Q3 		$317K Sell
27,645
-2,400
-8% -$28.8K 0.16% 65
2024
Q2 		$381K Sell
30,045
-1,600
-5% -$23.9K 0.2% 61
2024
Q1 		$576K Sell
31,645
-4,508
-12% -$93.3K 0.3% 48
2023
Q4 		$849K Buy
+36,153
New +$715K 0.4% 37

Other funds holding FRSH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
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
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
TCM
Topline Capital Management Santa Monica, California $605M AUM 26.24% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

Catalyst Private Wealth's FRSH Position: Q4 2025 in Review

Catalyst Private Wealth sold out of Freshworks (FRSH) in Q4 2025, closing a stake of 15,186 shares — an estimated $179K sold.

Catalyst Private Wealth first reported a position in FRSH in Q4 2023 and held it in 8 quarters. The position peaked at $849K in Q4 2023. 328 funds tracked by Wall St. Rank hold FRSH as of Q4 2025.

  • Catalyst Private Wealth reported no remaining Freshworks position as of Q4 2025 after selling out during the quarter.
  • Catalyst Private Wealth sold 15,186 Freshworks shares in Q4 2025, an estimated $179K.
  • Catalyst Private Wealth first reported a position in Freshworks in Q4 2023 and held it in 8 quarters.
  • Catalyst Private Wealth's Freshworks position peaked at $849K in Q4 2023.
  • 328 funds tracked by Wall St. Rank held Freshworks as of Q4 2025.

Based on Catalyst Private Wealth's 13F filing for Q4 2025, filed 14 Jan 2026.