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Clear Creek Financial Management’s Freshworks FRSH Stock Holding History

Clear Creek Financial Management’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
Q1 		– Sell
-26,450
Closed -$428K – 527
2024
Q4 		$428K Sell
26,450
-5,950
-18% -$84.6K 0.05% 320
2024
Q3 		$372K Buy
+32,400
New +$388K 0.04% 312

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
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
EC
Eminence Capital New York $4.36B AUM 3.1% 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

Clear Creek Financial Management's FRSH Position: Q1 2025 in Review

Clear Creek Financial Management sold out of Freshworks (FRSH) in Q1 2025, closing a stake of 26,450 shares — an estimated $428K sold.

Clear Creek Financial Management first reported a position in FRSH in Q3 2024 and held it in 2 quarters. The position peaked at $428K in Q4 2024. 299 funds tracked by Wall St. Rank hold FRSH as of Q1 2025.

  • Clear Creek Financial Management reported no remaining Freshworks position as of Q1 2025 after selling out during the quarter.
  • Clear Creek Financial Management sold 26,450 Freshworks shares in Q1 2025, an estimated $428K.
  • Clear Creek Financial Management first reported a position in Freshworks in Q3 2024 and held it in 2 quarters.
  • Clear Creek Financial Management's Freshworks position peaked at $428K in Q4 2024.
  • 299 funds tracked by Wall St. Rank held Freshworks as of Q1 2025.

Based on Clear Creek Financial Management's 13F filing for Q1 2025, filed 28 Apr 2025.