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Curio Wealth’s Freshworks FRSH Stock Holding History

Curio Wealth’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 		– Sell
-1
Closed -$8 – 474
2026
Q1 		$8 Buy
+1
New +$9 ﹤0.01% 1241

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 40.91% 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

Curio Wealth's FRSH Position: Q2 2026 in Review

Curio Wealth sold out of Freshworks (FRSH) in Q2 2026, closing a stake of 1 share — an estimated $8 sold.

Curio Wealth first reported a position in FRSH in Q1 2026 and held it in 1 quarter. The position peaked at $8 in Q1 2026. 342 funds tracked by Wall St. Rank hold FRSH as of Q2 2026.

  • Curio Wealth reported no remaining Freshworks position as of Q2 2026 after selling out during the quarter.
  • Curio Wealth sold 1 Freshworks share in Q2 2026, an estimated $8.
  • Curio Wealth first reported a position in Freshworks in Q1 2026 and held it in 1 quarter.
  • Curio Wealth's Freshworks position peaked at $8 in Q1 2026.
  • 342 funds tracked by Wall St. Rank held Freshworks as of Q2 2026.

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