Covestor
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
Q3 		$169K Sell
13,198
-1,796
-12% -$21.4K 0.11% 142
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

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Inlight Wealth Management
Inlight Wealth Management Atlanta, Georgia $350M AUM 17.84% 1-Year Est. Return
STRS Ohio
STRS Ohio Columbus, Ohio $27.1B AUM 34.64% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Y-Intercept (HK)
Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return
Virginia Retirement Systems
Virginia Retirement Systems Richmond, Virginia $16.3B AUM 35.33% 1-Year Est. Return
Achmea Investment Management
Achmea Investment Management Zeist, Netherlands $12.6B AUM 25.68% 1-Year Est. Return
Bailard
Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return
Steinberg Asset Management
Steinberg Asset Management New York $154M AUM 31.68% 1-Year Est. Return
Krilogy Financial
Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return

Covestor's FRSH Position: Q3 2026 in Review

Covestor reduced its Freshworks (FRSH) stake by 12% in Q3 2026, selling an estimated $21.4K and leaving 13,198 shares worth $169K. The position accounts for 0.11% of the portfolio, ranked #142.

Covestor first reported a position in FRSH in Q3 2023 and has held it in 13 quarters since. 74 funds tracked by Wall St. Rank hold FRSH as of Q3 2026.

  • Covestor held 13,198 shares of Freshworks worth $169K as of Q3 2026.
  • Covestor sold 1,796 Freshworks shares in Q3 2026, an estimated $21.4K.
  • Freshworks made up 0.11% of Covestor's portfolio in Q3 2026, its #142 holding.
  • Covestor first reported a position in Freshworks in Q3 2023 and has held it in 13 quarters since.
  • 74 funds tracked by Wall St. Rank held Freshworks as of Q3 2026.

Based on Covestor's 13F filing for Q3 2026, filed 30 Oct 2026.