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 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 $5.72T AUM 30.48% 1-Year Est. Return

Alphabet Inc Mountain View, California $4.02B AUM 215.74% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Alyeska Investment Group Chicago, Illinois $35.4B AUM 33.54% 1-Year Est. Return

TCM

Topline Capital Management Santa Monica, California $605M AUM 26.24% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dalton Investments's FRSH Position: Q1 2026 in Review

Dalton Investments reduced its Freshworks (FRSH) stake by 46% in Q1 2026, selling an estimated $1.07M and leaving 134,519 shares worth $1.08M. The position accounts for 1.05% of the portfolio, ranked #12.

Dalton Investments first reported a position in FRSH in Q3 2022 and has held it in 15 quarters since. The position peaked at $3.07M in Q4 2025. 328 funds tracked by Wall St. Rank hold FRSH as of Q1 2026.

Dalton Investments held 134,519 shares of Freshworks worth $1.08M as of Q1 2026.
Dalton Investments sold 116,000 Freshworks shares in Q1 2026, an estimated $1.07M.
Freshworks made up 1.05% of Dalton Investments's portfolio in Q1 2026, its #12 holding.
Dalton Investments first reported a position in Freshworks in Q3 2022 and has held it in 15 quarters since.
Dalton Investments's Freshworks position peaked at $3.07M in Q4 2025.
328 funds tracked by Wall St. Rank held Freshworks as of Q1 2026.

Based on Dalton Investments's 13F filing for Q1 2026, filed 12 May 2026.