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Clearstead Advisors’s Freshworks FRSH Stock Holding History

Clearstead Advisors’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 		$163K Sell
16,138
-14,234
-47% -$127K ﹤0.01% 1120
2026
Q1 		$244K Buy
30,372
+30,199
+17,456% +$279K ﹤0.01% 933
2025
Q4 		$2.12K Buy
173
+122
+239% +$1.44K ﹤0.01% 2136
2025
Q3 		$601 Sell
51
-393
-89% -$5.29K ﹤0.01% 2708
2025
Q2 		$6.62K Buy
444
+11
+3% +$158 ﹤0.01% 2025
2025
Q1 		$6.11K Hold
433
– – ﹤0.01% 1710
2024
Q4 		$7K Hold
433
– – ﹤0.01% 1661
2024
Q3 		$4.97K Hold
433
– – ﹤0.01% 1710
2024
Q2 		$5.5K Buy
+433
New +$6.48K ﹤0.01% 1673

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
WCM
WestBridge Capital Management Trianon, Mauritius $79.5M AUM 32.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JAM
Jupiter Asset Management London, United Kingdom $20.2B AUM 29.18% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
GS
Gagnon Securities New York $519M AUM 44.91% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Clearstead Advisors's FRSH Position: Q2 2026 in Review

Clearstead Advisors reduced its Freshworks (FRSH) stake by 47% in Q2 2026, selling an estimated $127K and leaving 16,138 shares worth $163K. The position accounts for ﹤0.01% of the portfolio, ranked #1120.

Clearstead Advisors first reported a position in FRSH in Q2 2024 and has held it in 9 quarters since. The position peaked at $244K in Q1 2026. 143 funds tracked by Wall St. Rank hold FRSH as of Q2 2026.

  • Clearstead Advisors held 16,138 shares of Freshworks worth $163K as of Q2 2026.
  • Clearstead Advisors sold 14,234 Freshworks shares in Q2 2026, an estimated $127K.
  • Freshworks made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #1120 holding.
  • Clearstead Advisors first reported a position in Freshworks in Q2 2024 and has held it in 9 quarters since.
  • Clearstead Advisors's Freshworks position peaked at $244K in Q1 2026.
  • 143 funds tracked by Wall St. Rank held Freshworks as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.