Cerity Partners
FRSH icon

Cerity Partners’s Freshworks FRSH Stock Holding History

Cerity 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
Q1 		$2.02M Buy
251,883
+172,960
+219% +$1.6M ﹤0.01% 1485
2025
Q4 		$967K Buy
78,923
+56,362
+250% +$666K ﹤0.01% 1740
2025
Q3 		$266K Buy
22,561
+11,778
+109% +$159K ﹤0.01% 2361
2025
Q2 		$161K Sell
10,783
-8,371
-44% -$121K ﹤0.01% 2404
2025
Q1 		$270K Buy
+19,154
New +$321K ﹤0.01% 2077

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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 $79.5M AUM 32.13% 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

Cerity Partners's FRSH Position: Q1 2026 in Review

Cerity Partners increased its Freshworks (FRSH) stake by 219% in Q1 2026, buying an estimated $1.6M and bringing the position to 251,883 shares worth $2.02M. The position accounts for ﹤0.01% of the portfolio, ranked #1485.

Cerity Partners first reported a position in FRSH in Q1 2025 and has held it in 5 quarters since. 327 funds tracked by Wall St. Rank hold FRSH as of Q1 2026.

  • Cerity Partners held 251,883 shares of Freshworks worth $2.02M as of Q1 2026.
  • Cerity Partners bought 172,960 Freshworks shares in Q1 2026, an estimated $1.6M.
  • Freshworks made up ﹤0.01% of Cerity Partners's portfolio in Q1 2026, its #1485 holding.
  • Cerity Partners first reported a position in Freshworks in Q1 2025 and has held it in 5 quarters since.
  • 327 funds tracked by Wall St. Rank held Freshworks as of Q1 2026.

Based on Cerity Partners's 13F filing for Q1 2026, filed 15 May 2026.