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
Q2 		$5.24M Buy
517,385
+265,502
+105% +$2.36M 0.01% 1083
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

Other funds holding FRSH

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BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
AI
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Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
HIM
Haveli Investment Management Austin, Texas $180M AUM
WCM
WestBridge Capital Management Trianon, Mauritius $79.5M AUM 32.13% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Cerity Partners's FRSH Position: Q2 2026 in Review

Cerity Partners increased its Freshworks (FRSH) stake by 105% in Q2 2026, buying an estimated $2.36M and bringing the position to 517,385 shares worth $5.24M. The position accounts for 0.01% of the portfolio, ranked #1083.

Cerity Partners first reported a position in FRSH in Q1 2025 and has held it in 6 quarters since. 343 funds tracked by Wall St. Rank hold FRSH as of Q2 2026.

  • Cerity Partners held 517,385 shares of Freshworks worth $5.24M as of Q2 2026.
  • Cerity Partners bought 265,502 Freshworks shares in Q2 2026, an estimated $2.36M.
  • Freshworks made up 0.01% of Cerity Partners's portfolio in Q2 2026, its #1083 holding.
  • Cerity Partners first reported a position in Freshworks in Q1 2025 and has held it in 6 quarters since.
  • 343 funds tracked by Wall St. Rank held Freshworks as of Q2 2026.

Based on Cerity Partners's 13F filing for Q2 2026, filed 14 Aug 2026.