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FRSH icon

Covestor’s Freshworks FRSH Stock Holding History

Covestor’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 		$152K Buy
14,994
+7,045
+89% +$62.7K 0.09% 191
2026
Q1 		$63K Sell
7,949
-1,695
-18% -$15.6K 0.04% 554
2025
Q4 		$118K Buy
9,644
+2,251
+30% +$26.6K 0.06% 481
2025
Q3 		$87K Buy
7,393
+1,479
+25% +$19.9K 0.05% 652
2025
Q2 		$89K Buy
5,914
+3,204
+118% +$46.2K 0.05% 618
2025
Q1 		$38K Sell
2,710
-1,976
-42% -$33.1K 0.03% 946
2024
Q4 		$76K Buy
4,686
+1,087
+30% +$15.4K 0.05% 667
2024
Q3 		$41K Buy
3,599
+1,704
+90% +$20.4K 0.03% 939
2024
Q2 		$24K Buy
1,895
+729
+63% +$10.9K 0.02% 1136
2024
Q1 		$21K Sell
1,166
-2,954
-72% -$61.1K 0.01% 1199
2023
Q4 		$97K Buy
4,120
+3,697
+874% +$73.2K 0.07% 510
2023
Q3 		$8K Buy
+423
New +$8.41K 0.01% 1542

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
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
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

Covestor's FRSH Position: Q2 2026 in Review

Covestor increased its Freshworks (FRSH) stake by 89% in Q2 2026, buying an estimated $62.7K and bringing the position to 14,994 shares worth $152K. The position accounts for 0.09% of the portfolio, ranked #191.

Covestor first reported a position in FRSH in Q3 2023 and has held it in 12 quarters since. 343 funds tracked by Wall St. Rank hold FRSH as of Q2 2026.

  • Covestor held 14,994 shares of Freshworks worth $152K as of Q2 2026.
  • Covestor bought 7,045 Freshworks shares in Q2 2026, an estimated $62.7K.
  • Freshworks made up 0.09% of Covestor's portfolio in Q2 2026, its #191 holding.
  • Covestor first reported a position in Freshworks in Q3 2023 and has held it in 12 quarters since.
  • 343 funds tracked by Wall St. Rank held Freshworks as of Q2 2026.

Based on Covestor's 13F filing for Q2 2026, filed 7 Aug 2026.