Charles Schwab
FRSH icon

Charles Schwab’s Freshworks FRSH Stock Holding History

Charles Schwab’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 		$14M Sell
1,743,347
-3,175
-0.2% -$29.3K ﹤0.01% 1940
2025
Q4 		$21.4M Buy
1,746,522
+15,490
+0.9% +$183K ﹤0.01% 1703
2025
Q3 		$20.4M Buy
1,731,032
+31,757
+2% +$428K ﹤0.01% 1726
2025
Q2 		$25.3M Buy
1,699,275
+56,985
+3% +$821K ﹤0.01% 1543
2025
Q1 		$23.2M Buy
1,642,290
+32,333
+2% +$542K ﹤0.01% 1558
2024
Q4 		$26M Buy
1,609,957
+53,185
+3% +$756K ﹤0.01% 1556
2024
Q3 		$17.9M Buy
1,556,772
+24,558
+2% +$294K ﹤0.01% 1754
2024
Q2 		$19.4M Buy
1,532,214
+211,082
+16% +$3.16M ﹤0.01% 1695
2024
Q1 		$24.1M Buy
1,321,132
+16,807
+1% +$348K 0.01% 1503
2023
Q4 		$30.6M Buy
1,304,325
+67,254
+5% +$1.33M 0.01% 1322
2023
Q3 		$24.6M Sell
1,237,071
-3,507
-0.3% -$69.7K 0.01% 1368
2023
Q2 		$21.8M Buy
1,240,578
+413,115
+50% +$6.21M 0.01% 1430
2023
Q1 		$12.7M Sell
827,463
-8,161
-1% -$124K ﹤0.01% 1754
2022
Q4 		$12.3M Buy
835,624
+99,709
+14% +$1.38M ﹤0.01% 1738
2022
Q3 		$9.54M Buy
735,915
+217,853
+42% +$3.08M ﹤0.01% 1865
2022
Q2 		$6.81M Buy
518,062
+345,863
+201% +$5.38M ﹤0.01% 2037
2022
Q1 		$3.09M Buy
172,199
+4,202
+3% +$85.5K ﹤0.01% 2498
2021
Q4 		$4.41M Buy
+167,997
New +$6.1M ﹤0.01% 2409

Other funds holding FRSH

BlackRock
BlackRock New York $5.7T 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 $107M AUM 43.09% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Alyeska Investment Group
Alyeska Investment Group Chicago, Illinois $35.3B 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