DPW
FRSH icon

DiNuzzo Private Wealth’s Freshworks FRSH Stock Holding History

DiNuzzo Private 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 		$21 Hold
2
– – ﹤0.01% 1335
2026
Q1 		$17 Sell
2
-12
-86% -$111 ﹤0.01% 1335
2025
Q4 		$172 Buy
14
+12
+600% +$142 ﹤0.01% 1279
2025
Q3 		$27 Buy
+2
New +$27 ﹤0.01% 1357

Other funds holding FRSH

WCM
WestBridge Capital Management Trianon, Mauritius $79.5M AUM 32.13% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
IWM
Inlight Wealth Management Atlanta, Georgia $315M AUM 26.98% 1-Year Est. Return
LC
Lavelle Capital San Francisco, California $232M AUM
HIM
Herald Investment Management London, United Kingdom $737M AUM 158.15% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
PFSRSONJ
Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
KF
Krilogy Financial St. Louis, Missouri $3.38B AUM 30.57% 1-Year Est. Return

DiNuzzo Private Wealth's FRSH Position: Q2 2026 in Review

DiNuzzo Private Wealth held its Freshworks (FRSH) position steady in Q2 2026 at 2 shares worth $21. The position accounts for ﹤0.01% of the portfolio, ranked #1335.

DiNuzzo Private Wealth first reported a position in FRSH in Q3 2025 and has held it in 4 quarters since. The position peaked at $172 in Q4 2025. 62 funds tracked by Wall St. Rank hold FRSH as of Q2 2026.

  • DiNuzzo Private Wealth held 2 shares of Freshworks worth $21 as of Q2 2026.
  • DiNuzzo Private Wealth left its Freshworks share count unchanged in Q2 2026.
  • Freshworks made up ﹤0.01% of DiNuzzo Private Wealth's portfolio in Q2 2026, its #1335 holding.
  • DiNuzzo Private Wealth first reported a position in Freshworks in Q3 2025 and has held it in 4 quarters since.
  • DiNuzzo Private Wealth's Freshworks position peaked at $172 in Q4 2025.
  • 62 funds tracked by Wall St. Rank held Freshworks as of Q2 2026.

Based on DiNuzzo Private Wealth's 13F filing for Q2 2026, filed 10 Jul 2026.