CPIG
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Chicago Partners Investment Group’s Freshworks FRSH Stock Holding History

Chicago Partners Investment Group’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 		$350K Buy
35,818
+14,970
+72% +$133K 0.01% 1168
2026
Q1 		$186K Buy
+20,848
New +$192K ﹤0.01% 1353

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HIM
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WCM
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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Chicago Partners Investment Group's FRSH Position: Q2 2026 in Review

Chicago Partners Investment Group increased its Freshworks (FRSH) stake by 72% in Q2 2026, buying an estimated $133K and bringing the position to 35,818 shares worth $350K. The position accounts for 0.01% of the portfolio, ranked #1168.

Chicago Partners Investment Group first reported a position in FRSH in Q1 2026 and has held it in 2 quarters since. 342 funds tracked by Wall St. Rank hold FRSH as of Q2 2026.

  • Chicago Partners Investment Group held 35,818 shares of Freshworks worth $350K as of Q2 2026.
  • Chicago Partners Investment Group bought 14,970 Freshworks shares in Q2 2026, an estimated $133K.
  • Freshworks made up 0.01% of Chicago Partners Investment Group's portfolio in Q2 2026, its #1168 holding.
  • Chicago Partners Investment Group first reported a position in Freshworks in Q1 2026 and has held it in 2 quarters since.
  • 342 funds tracked by Wall St. Rank held Freshworks as of Q2 2026.

Based on Chicago Partners Investment Group's 13F filing for Q2 2026, filed 30 Jul 2026.