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
Q2 		$6.02M Buy
594,732
+219,861
+59% +$1.96M ﹤0.01% 1261
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 $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

Creative Planning's FRSH Position: Q2 2026 in Review

Creative Planning increased its Freshworks (FRSH) stake by 59% in Q2 2026, buying an estimated $1.96M and bringing the position to 594,732 shares worth $6.02M. The position accounts for ﹤0.01% of the portfolio, ranked #1261.

Creative Planning first reported a position in FRSH in Q3 2024 and has held it in 8 quarters since. 343 funds tracked by Wall St. Rank hold FRSH as of Q2 2026.

  • Creative Planning held 594,732 shares of Freshworks worth $6.02M as of Q2 2026.
  • Creative Planning bought 219,861 Freshworks shares in Q2 2026, an estimated $1.96M.
  • Freshworks made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #1261 holding.
  • Creative Planning first reported a position in Freshworks in Q3 2024 and has held it in 8 quarters since.
  • 343 funds tracked by Wall St. Rank held Freshworks as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.