CenterBook Partners
FRSH icon

CenterBook Partners’s Freshworks FRSH Stock Holding History

CenterBook Partners’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
Q3 		$2.74M Buy
+214,256
New +$2.55M 0.13% 207
2026
Q2 		– Sell
-203,215
Closed -$1.63M – 765
2026
Q1 		$1.63M Buy
203,215
+131,626
+184% +$1.21M 0.09% 274
2025
Q4 		$877K Sell
71,589
-21,926
-23% -$259K 0.04% 390
2025
Q3 		$1.1M Buy
+93,515
New +$1.26M 0.05% 358
2024
Q4 		– Sell
-947,503
Closed -$10.9M – 510
2024
Q3 		$10.9M Buy
947,503
+430,205
+83% +$5.16M 0.67% 31
2024
Q2 		$6.56M Buy
+517,298
New +$7.74M 0.41% 71
2024
Q1 		– Sell
-13,122
Closed -$308K – 422
2023
Q4 		$308K Sell
13,122
-57,540
-81% -$1.14M 0.04% 358
2023
Q3 		$1.41M Sell
70,662
-146,421
-67% -$2.91M 0.18% 196
2023
Q2 		$3.82M Sell
217,083
-202,611
-48% -$3.05M 0.48% 56
2023
Q1 		$6.45M Buy
419,694
+59,031
+16% +$894K 0.91% 14
2022
Q4 		$5.31M Buy
360,663
+145,797
+68% +$2.02M 0.87% 20
2022
Q3 		$2.79M Buy
214,866
+160,569
+296% +$2.27M 0.54% 40
2022
Q2 		$714K Sell
54,297
-29,146
-35% -$454K 0.15% 230
2022
Q1 		$1.5M Buy
+83,443
New +$1.7M 0.53% 36

Other funds holding FRSH

WestBridge Capital Management
WestBridge Capital Management Trianon, Mauritius $90.1M AUM 8.67% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Inlight Wealth Management
Inlight Wealth Management Atlanta, Georgia $350M AUM 17.84% 1-Year Est. Return
Lavelle Capital
Lavelle Capital San Francisco, California $191M AUM 0.58% 1-Year Est. Return
Dalton Investments
Dalton Investments Las Vegas, Nevada $149M AUM 9.24% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return

CenterBook Partners's FRSH Position: Q3 2026 in Review

CenterBook Partners opened a new position in Freshworks (FRSH) in Q3 2026: 214,256 shares worth $2.74M. The stake represents 0.13% of the portfolio and ranks #207 among its holdings. This is a return to the name: CenterBook Partners previously reported a position in FRSH as recently as Q1 2026.

CenterBook Partners first reported a position in FRSH in Q1 2022 and has held it in 14 quarters since. The position peaked at $10.9M in Q3 2024. 103 funds tracked by Wall St. Rank hold FRSH as of Q3 2026.

  • CenterBook Partners held 214,256 shares of Freshworks worth $2.74M as of Q3 2026.
  • Freshworks was a new CenterBook Partners position in Q3 2026.
  • Freshworks made up 0.13% of CenterBook Partners's portfolio in Q3 2026, its #207 holding.
  • CenterBook Partners first reported a position in Freshworks in Q1 2022 and has held it in 14 quarters since.
  • CenterBook Partners's Freshworks position peaked at $10.9M in Q3 2024.
  • 103 funds tracked by Wall St. Rank held Freshworks as of Q3 2026.

Based on CenterBook Partners's 13F filing for Q3 2026, filed 2 Nov 2026.