Creative Planning
FRSH icon

Creative Planning’s Freshworks FRSH Stock Holding History

Creative Planning’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 		$3.01M Buy
374,871
+224,523
+149% +$2.07M ﹤0.01% 1572
2025
Q4 		$1.84M Buy
150,348
+78,240
+109% +$924K ﹤0.01% 1784
2025
Q3 		$849K Sell
72,108
-12,334
-15% -$166K ﹤0.01% 2272
2025
Q2 		$1.26M Buy
84,442
+5,908
+8% +$85.1K ﹤0.01% 1668
2025
Q1 		$1.11M Buy
78,534
+24,967
+47% +$418K ﹤0.01% 1638
2024
Q4 		$866K Buy
53,567
+11,561
+28% +$164K ﹤0.01% 1747
2024
Q3 		$482K Buy
+42,006
New +$504K ﹤0.01% 2142

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

Creative Planning's FRSH Position: Q1 2026 in Review

Creative Planning increased its Freshworks (FRSH) stake by 149% in Q1 2026, buying an estimated $2.07M and bringing the position to 374,871 shares worth $3.01M. The position accounts for ﹤0.01% of the portfolio, ranked #1572.

Creative Planning first reported a position in FRSH in Q3 2024 and has held it in 7 quarters since. 327 funds tracked by Wall St. Rank hold FRSH as of Q1 2026.

  • Creative Planning held 374,871 shares of Freshworks worth $3.01M as of Q1 2026.
  • Creative Planning bought 224,523 Freshworks shares in Q1 2026, an estimated $2.07M.
  • Freshworks made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #1572 holding.
  • Creative Planning first reported a position in Freshworks in Q3 2024 and has held it in 7 quarters since.
  • 327 funds tracked by Wall St. Rank held Freshworks as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.