Cornerstone Planning Group’s Freshworks FRSH Stock Holding History

Cornerstone Planning 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
2026 Q2	$272	Hold	27	–	–	﹤0.01%	1783
2026 Q1	$249	Buy	+27	New	+$249	﹤0.01%	1754

Other funds holding FRSH

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Alphabet Inc Mountain View, California $99.1B AUM 124.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

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 Miami, Florida $875B AUM 40.91% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Cornerstone Planning Group's FRSH Position: Q2 2026 in Review

Cornerstone Planning Group held its Freshworks (FRSH) position steady in Q2 2026 at 27 shares worth $272. The position accounts for ﹤0.01% of the portfolio, ranked #1783.

Cornerstone Planning Group first reported a position in FRSH in Q1 2026 and has held it in 2 quarters since. 342 funds tracked by Wall St. Rank hold FRSH as of Q2 2026.

Cornerstone Planning Group held 27 shares of Freshworks worth $272 as of Q2 2026.
Cornerstone Planning Group left its Freshworks share count unchanged in Q2 2026.
Freshworks made up ﹤0.01% of Cornerstone Planning Group's portfolio in Q2 2026, its #1783 holding.
Cornerstone Planning Group first reported a position in Freshworks in Q1 2026 and has held it in 2 quarters since.
342 funds tracked by Wall St. Rank held Freshworks as of Q2 2026.

Based on Cornerstone Planning Group's 13F filing for Q2 2026, filed 29 Jul 2026.