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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
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 $5.72T AUM 30.48% 1-Year Est. Return
AI
Alphabet Inc Mountain View, California $4.02B AUM 215.74% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
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
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Alyeska Investment Group
Alyeska Investment Group Chicago, Illinois $35.4B AUM 33.54% 1-Year Est. Return
TCM
Topline Capital Management Santa Monica, California $605M AUM 26.24% 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

Covestor's FRSH Position: Q1 2026 in Review

Covestor reduced its Freshworks (FRSH) stake by 18% in Q1 2026, selling an estimated $15.6K and leaving 7,949 shares worth $63K. The position accounts for 0.04% of the portfolio, ranked #554.

Covestor first reported a position in FRSH in Q3 2023 and has held it in 11 quarters since. The position peaked at $118K in Q4 2025. 328 funds tracked by Wall St. Rank hold FRSH as of Q1 2026.

  • Covestor held 7,949 shares of Freshworks worth $63K as of Q1 2026.
  • Covestor sold 1,695 Freshworks shares in Q1 2026, an estimated $15.6K.
  • Freshworks made up 0.04% of Covestor's portfolio in Q1 2026, its #554 holding.
  • Covestor first reported a position in Freshworks in Q3 2023 and has held it in 11 quarters since.
  • Covestor's Freshworks position peaked at $118K in Q4 2025.
  • 328 funds tracked by Wall St. Rank held Freshworks as of Q1 2026.

Based on Covestor's 13F filing for Q1 2026, filed 5 May 2026.