CVA Family Office’s Freshworks FRSH Stock Holding History

CVA Family Office’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	$607	Hold	60	–	–	﹤0.01%	1707
2026 Q1	$482	Buy	+60	New	+$554	﹤0.01%	1764
2024 Q3	–	Sell	-39	Closed	-$495	–	1300
2024 Q2	$495	Buy	+39	New	+$583	﹤0.01%	1211

Other funds holding FRSH

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Alphabet Inc Mountain View, California $99.1B AUM 124.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

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 Miami, Florida $875B AUM 40.89% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

CVA Family Office's FRSH Position: Q2 2026 in Review

CVA Family Office held its Freshworks (FRSH) position steady in Q2 2026 at 60 shares worth $607. The position accounts for ﹤0.01% of the portfolio, ranked #1707.

CVA Family Office first reported a position in FRSH in Q2 2024 and has held it in 3 quarters since. 343 funds tracked by Wall St. Rank hold FRSH as of Q2 2026.

CVA Family Office held 60 shares of Freshworks worth $607 as of Q2 2026.
CVA Family Office left its Freshworks share count unchanged in Q2 2026.
Freshworks made up ﹤0.01% of CVA Family Office's portfolio in Q2 2026, its #1707 holding.
CVA Family Office first reported a position in Freshworks in Q2 2024 and has held it in 3 quarters since.
343 funds tracked by Wall St. Rank held Freshworks as of Q2 2026.

Based on CVA Family Office's 13F filing for Q2 2026, filed 7 Aug 2026.