Dalton Investments’s Freshworks FRSH Stock Holding History

Dalton Investments’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	$1.36M	Hold	134,519	–	–	1.23%	11
2026 Q1	$1.08M	Sell	134,519 -116,000	-46%	-$1.07M	1.05%	12
2025 Q4	$3.07M	Buy	250,519 +14,227	+6%	+$168K	2.28%	9
2025 Q3	$2.78M	Buy	236,292 +116,000	+96%	+$1.56M	1.86%	9
2025 Q2	$1.79M	Hold	120,292	–	–	0.95%	13
2025 Q1	$1.7M	Sell	120,292 -25,500	-17%	-$427K	0.91%	14
2024 Q4	$2.36M	Sell	145,792 -18,408	-11%	-$262K	1.22%	14
2024 Q3	$1.89M	Buy	164,200 +29,000	+21%	+$348K	1.11%	14
2024 Q2	$1.72M	Buy	135,200 +23,500	+21%	+$352K	0.98%	16
2024 Q1	$2.03M	Hold	111,700	–	–	1.23%	15
2023 Q4	$2.62M	Hold	111,700	–	–	1.74%	14
2023 Q3	$2.23M	Hold	111,700	–	–	1.72%	10
2023 Q2	$1.96M	Hold	111,700	–	–	1.66%	11
2023 Q1	$1.72M	Buy	111,700 +27,900	+33%	+$423K	1.51%	12
2022 Q4	$1.23M	Hold	83,800	–	–	1.07%	12
2022 Q3	$1.09M	Buy	+83,800	New	+$1.19M	0.89%	14

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 $3.37T AUM 44.26% 1-Year Est. Return

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

Dalton Investments's FRSH Position: Q2 2026 in Review

Dalton Investments held its Freshworks (FRSH) position steady in Q2 2026 at 134,519 shares worth $1.36M. The position accounts for 1.23% of the portfolio, ranked #11.

Dalton Investments first reported a position in FRSH in Q3 2022 and has held it in 16 quarters since. The position peaked at $3.07M in Q4 2025. 343 funds tracked by Wall St. Rank hold FRSH as of Q2 2026.

Dalton Investments held 134,519 shares of Freshworks worth $1.36M as of Q2 2026.
Dalton Investments left its Freshworks share count unchanged in Q2 2026.
Freshworks made up 1.23% of Dalton Investments's portfolio in Q2 2026, its #11 holding.
Dalton Investments first reported a position in Freshworks in Q3 2022 and has held it in 16 quarters since.
Dalton Investments's Freshworks position peaked at $3.07M in Q4 2025.
343 funds tracked by Wall St. Rank held Freshworks as of Q2 2026.

Based on Dalton Investments's 13F filing for Q2 2026, filed 11 Aug 2026.