CWM
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CIBC World Markets’s Freshworks FRSH Stock Holding History

CIBC World Markets’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 		$163K Buy
+13,297
New +$157K ﹤0.01% 1141
2025
Q2 		$375K Sell
25,141
-20,743
-45% -$299K ﹤0.01% 991
2025
Q1 		$647K Buy
45,884
+26,532
+137% +$444K 0.01% 883
2024
Q4 		$313K Buy
+19,352
New +$275K ﹤0.01% 918

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 World Markets's FRSH Position: Q4 2025 in Review

CIBC World Markets opened a new position in Freshworks (FRSH) in Q4 2025: 13,297 shares worth $163K. The stake represents ﹤0.01% of the portfolio and ranks #1141 among its holdings. This is a return to the name: CIBC World Markets previously reported a position in FRSH as recently as Q2 2025.

CIBC World Markets first reported a position in FRSH in Q4 2024 and has held it in 4 quarters since. The position peaked at $647K in Q1 2025. 328 funds tracked by Wall St. Rank hold FRSH as of Q4 2025.

  • CIBC World Markets held 13,297 shares of Freshworks worth $163K as of Q4 2025.
  • Freshworks was a new CIBC World Markets position in Q4 2025.
  • Freshworks made up ﹤0.01% of CIBC World Markets's portfolio in Q4 2025, its #1141 holding.
  • CIBC World Markets first reported a position in Freshworks in Q4 2024 and has held it in 4 quarters since.
  • CIBC World Markets's Freshworks position peaked at $647K in Q1 2025.
  • 328 funds tracked by Wall St. Rank held Freshworks as of Q4 2025.

Based on CIBC World Markets's 13F filing for Q4 2025, filed 12 Feb 2026.