CIBC Private Wealth Group
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CIBC Private Wealth Group’s Freshworks FRSH Stock Holding History

CIBC Private Wealth 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
2025
Q4 		$5.24M Sell
427,657
-11,034
-3% -$130K 0.01% 424
2025
Q3 		$5.16M Sell
438,691
-11,734
-3% -$158K 0.01% 423
2025
Q2 		$6.72M Sell
450,425
-21,300
-5% -$307K 0.01% 390
2025
Q1 		$5.7M Sell
471,725
-9,390
-2% -$157K 0.01% 383
2024
Q4 		$7.77M Sell
481,115
-7,137
-1% -$101K 0.01% 360
2024
Q3 		$5.61M Buy
488,252
+22,768
+5% +$273K 0.01% 410
2024
Q2 		$5.91M Buy
465,484
+123,561
+36% +$1.85M 0.01% 384
2024
Q1 		$6.24M Sell
341,923
-94,564
-22% -$1.96M 0.01% 382
2023
Q4 		$10.3M Buy
436,487
+23,428
+6% +$464K 0.02% 312
2023
Q3 		$8.23M Sell
413,059
-1,572
-0.4% -$31.2K 0.02% 333
2023
Q2 		$7.29M Sell
414,631
-5,436
-1% -$81.8K 0.02% 359
2023
Q1 		$34.5M Buy
420,067
+39,672
+10% +$601K 0.08% 197
2022
Q4 		$5.6M Buy
380,395
+149,687
+65% +$2.07M 0.02% 322
2022
Q3 		$2.99M Buy
230,708
+49,171
+27% +$696K 0.01% 427
2022
Q2 		$2.39M Buy
+181,537
New +$2.83M 0.01% 462

Other funds holding FRSH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
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
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
TCM
Topline Capital Management Santa Monica, California $605M AUM 26.24% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

CIBC Private Wealth Group's FRSH Position: Q4 2025 in Review

CIBC Private Wealth Group reduced its Freshworks (FRSH) stake by 2.5% in Q4 2025, selling an estimated $130K and leaving 427,657 shares worth $5.24M. The position accounts for 0.01% of the portfolio, ranked #424.

CIBC Private Wealth Group first reported a position in FRSH in Q2 2022 and has held it in 15 quarters since. The position peaked at $34.5M in Q1 2023. 328 funds tracked by Wall St. Rank hold FRSH as of Q4 2025.

  • CIBC Private Wealth Group held 427,657 shares of Freshworks worth $5.24M as of Q4 2025.
  • CIBC Private Wealth Group sold 11,034 Freshworks shares in Q4 2025, an estimated $130K.
  • Freshworks made up 0.01% of CIBC Private Wealth Group's portfolio in Q4 2025, its #424 holding.
  • CIBC Private Wealth Group first reported a position in Freshworks in Q2 2022 and has held it in 15 quarters since.
  • CIBC Private Wealth Group's Freshworks position peaked at $34.5M in Q1 2023.
  • 328 funds tracked by Wall St. Rank held Freshworks as of Q4 2025.

Based on CIBC Private Wealth Group's 13F filing for Q4 2025, filed 12 Feb 2026.