Cetera Investment Advisers
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Cetera Investment Advisers’s Freshworks FRSH Stock Holding History

Cetera Investment Advisers’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 		– Sell
-29,376
Closed -$236K – 5071
2026
Q1 		$236K Sell
29,376
-33,381
-53% -$308K ﹤0.01% 4169
2025
Q4 		$769K Sell
62,757
-7,717
-11% -$91.2K ﹤0.01% 3062
2025
Q3 		$829K Buy
70,474
+10,980
+18% +$148K ﹤0.01% 2938
2025
Q2 		$887K Buy
59,494
+20,040
+51% +$289K ﹤0.01% 2484
2025
Q1 		$557K Buy
39,454
+27,700
+236% +$464K ﹤0.01% 2753
2024
Q4 		$190K Buy
+11,754
New +$167K ﹤0.01% 3441

Other funds holding FRSH

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
AI
Alphabet Inc Mountain View, California $99.1B AUM 124.46% 1-Year Est. Return
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 $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Cetera Investment Advisers's FRSH Position: Q2 2026 in Review

Cetera Investment Advisers sold out of Freshworks (FRSH) in Q2 2026, closing a stake of 29,376 shares — an estimated $236K sold.

Cetera Investment Advisers first reported a position in FRSH in Q4 2024 and held it in 6 quarters. The position peaked at $887K in Q2 2025. 343 funds tracked by Wall St. Rank hold FRSH as of Q2 2026.

  • Cetera Investment Advisers reported no remaining Freshworks position as of Q2 2026 after selling out during the quarter.
  • Cetera Investment Advisers sold 29,376 Freshworks shares in Q2 2026, an estimated $236K.
  • Cetera Investment Advisers first reported a position in Freshworks in Q4 2024 and held it in 6 quarters.
  • Cetera Investment Advisers's Freshworks position peaked at $887K in Q2 2025.
  • 343 funds tracked by Wall St. Rank held Freshworks as of Q2 2026.

Based on Cetera Investment Advisers's 13F filing for Q2 2026, filed 12 Aug 2026.