Cetera Investment Advisers
FRSH icon

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
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 $5.72T AUM 30.48% 1-Year Est. Return
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

Cetera Investment Advisers's FRSH Position: Q1 2026 in Review

Cetera Investment Advisers reduced its Freshworks (FRSH) stake by 53% in Q1 2026, selling an estimated $308K and leaving 29,376 shares worth $236K. The position accounts for ﹤0.01% of the portfolio, ranked #4169.

Cetera Investment Advisers first reported a position in FRSH in Q4 2024 and has held it in 6 quarters since. The position peaked at $887K in Q2 2025. 327 funds tracked by Wall St. Rank hold FRSH as of Q1 2026.

  • Cetera Investment Advisers held 29,376 shares of Freshworks worth $236K as of Q1 2026.
  • Cetera Investment Advisers sold 33,381 Freshworks shares in Q1 2026, an estimated $308K.
  • Freshworks made up ﹤0.01% of Cetera Investment Advisers's portfolio in Q1 2026, its #4169 holding.
  • Cetera Investment Advisers first reported a position in Freshworks in Q4 2024 and has held it in 6 quarters since.
  • Cetera Investment Advisers's Freshworks position peaked at $887K in Q2 2025.
  • 327 funds tracked by Wall St. Rank held Freshworks as of Q1 2026.

Based on Cetera Investment Advisers's 13F filing for Q1 2026, filed 13 May 2026.