Corient Private Wealth
FRSH icon

Corient Private Wealth’s Freshworks FRSH Stock Holding History

Corient Private Wealth’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 		$4.99M Buy
493,134
+246,526
+100% +$2.2M 0.01% 903
2026
Q1 		$1.98M Buy
+246,608
New +$2.28M ﹤0.01% 1271

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Vanguard Portfolio Management
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AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
HIM
Haveli Investment Management Austin, Texas $180M AUM
WCM
WestBridge Capital Management Trianon, Mauritius $79.5M AUM 32.13% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Corient Private Wealth's FRSH Position: Q2 2026 in Review

Corient Private Wealth increased its Freshworks (FRSH) stake by 100% in Q2 2026, buying an estimated $2.2M and bringing the position to 493,134 shares worth $4.99M. The position accounts for 0.01% of the portfolio, ranked #903.

Corient Private Wealth first reported a position in FRSH in Q1 2026 and has held it in 2 quarters since. 343 funds tracked by Wall St. Rank hold FRSH as of Q2 2026.

  • Corient Private Wealth held 493,134 shares of Freshworks worth $4.99M as of Q2 2026.
  • Corient Private Wealth bought 246,526 Freshworks shares in Q2 2026, an estimated $2.2M.
  • Freshworks made up 0.01% of Corient Private Wealth's portfolio in Q2 2026, its #903 holding.
  • Corient Private Wealth first reported a position in Freshworks in Q1 2026 and has held it in 2 quarters since.
  • 343 funds tracked by Wall St. Rank held Freshworks as of Q2 2026.

Based on Corient Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.