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Dakota Wealth Management’s Freshworks FRSH Stock Holding History

Dakota Wealth Management’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
2025
Q3 		– Sell
-17,787
Closed -$265K – 710
2025
Q2 		$265K Sell
17,787
-1,158
-6% -$16.7K 0.01% 653
2025
Q1 		$267K Buy
+18,945
New +$317K 0.01% 649

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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
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
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dakota Wealth Management's FRSH Position: Q3 2025 in Review

Dakota Wealth Management sold out of Freshworks (FRSH) in Q3 2025, closing a stake of 17,787 shares — an estimated $265K sold.

Dakota Wealth Management first reported a position in FRSH in Q1 2025 and held it in 2 quarters. The position peaked at $267K in Q1 2025. 315 funds tracked by Wall St. Rank hold FRSH as of Q3 2025.

  • Dakota Wealth Management reported no remaining Freshworks position as of Q3 2025 after selling out during the quarter.
  • Dakota Wealth Management sold 17,787 Freshworks shares in Q3 2025, an estimated $265K.
  • Dakota Wealth Management first reported a position in Freshworks in Q1 2025 and held it in 2 quarters.
  • Dakota Wealth Management's Freshworks position peaked at $267K in Q1 2025.
  • 315 funds tracked by Wall St. Rank held Freshworks as of Q3 2025.

Based on Dakota Wealth Management's 13F filing for Q3 2025, filed 10 Nov 2025.