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
Q2 		$18.2M Buy
1,799,101
+55,754
+3% +$496K ﹤0.01% 1876
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 $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

Charles Schwab's FRSH Position: Q2 2026 in Review

Charles Schwab increased its Freshworks (FRSH) stake by 3.2% in Q2 2026, buying an estimated $496K and bringing the position to 1,799,101 shares worth $18.2M. The position accounts for ﹤0.01% of the portfolio, ranked #1876.

Charles Schwab first reported a position in FRSH in Q4 2021 and has held it in 19 quarters since. The position peaked at $30.6M in Q4 2023. 343 funds tracked by Wall St. Rank hold FRSH as of Q2 2026.

  • Charles Schwab held 1,799,101 shares of Freshworks worth $18.2M as of Q2 2026.
  • Charles Schwab bought 55,754 Freshworks shares in Q2 2026, an estimated $496K.
  • Freshworks made up ﹤0.01% of Charles Schwab's portfolio in Q2 2026, its #1876 holding.
  • Charles Schwab first reported a position in Freshworks in Q4 2021 and has held it in 19 quarters since.
  • Charles Schwab's Freshworks position peaked at $30.6M in Q4 2023.
  • 343 funds tracked by Wall St. Rank held Freshworks as of Q2 2026.

Based on Charles Schwab's 13F filing for Q2 2026, filed 14 Aug 2026.