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Diversified Trust’s Freshworks FRSH Stock Holding History

Diversified Trust’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 		– Sell
-49,595
Closed -$608K – 1085
2025
Q4 		$608K Buy
49,595
+2,344
+5% +$27.7K 0.01% 609
2025
Q3 		$556K Buy
47,251
+3,180
+7% +$42.8K 0.01% 604
2025
Q2 		$657K Buy
44,071
+487
+1% +$7.02K 0.01% 510
2025
Q1 		$615K Buy
+43,584
New +$730K 0.02% 507
2024
Q4 		– Sell
-25,076
Closed -$288K – 950
2024
Q3 		$288K Sell
25,076
-31,950
-56% -$383K 0.01% 736
2024
Q2 		$724K Buy
57,026
+10,450
+22% +$156K 0.02% 434
2024
Q1 		$848K Sell
46,576
-2,944
-6% -$60.9K 0.03% 360
2023
Q4 		$1.16M Buy
49,520
+3,749
+8% +$74.2K 0.04% 259
2023
Q3 		$912K Buy
45,771
+2,440
+6% +$48.5K 0.03% 285
2023
Q2 		$762K Buy
43,331
+2,626
+6% +$39.5K 0.03% 346
2023
Q1 		$625K Sell
40,705
-970
-2% -$14.7K 0.02% 387
2022
Q4 		$613K Buy
41,675
+3,800
+10% +$52.6K 0.03% 374
2022
Q3 		$491K Buy
37,875
+4,575
+14% +$64.7K 0.02% 400
2022
Q2 		$438K Buy
+33,300
New +$518K 0.02% 429

Other funds holding FRSH

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
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 $107M AUM 43.09% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Alyeska Investment Group
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Diversified Trust's FRSH Position: Q1 2026 in Review

Diversified Trust sold out of Freshworks (FRSH) in Q1 2026, closing a stake of 49,595 shares — an estimated $608K sold.

Diversified Trust first reported a position in FRSH in Q2 2022 and held it in 14 quarters. The position peaked at $1.16M in Q4 2023. 327 funds tracked by Wall St. Rank hold FRSH as of Q1 2026.

  • Diversified Trust reported no remaining Freshworks position as of Q1 2026 after selling out during the quarter.
  • Diversified Trust sold 49,595 Freshworks shares in Q1 2026, an estimated $608K.
  • Diversified Trust first reported a position in Freshworks in Q2 2022 and held it in 14 quarters.
  • Diversified Trust's Freshworks position peaked at $1.16M in Q4 2023.
  • 327 funds tracked by Wall St. Rank held Freshworks as of Q1 2026.

Based on Diversified Trust's 13F filing for Q1 2026, filed 16 Apr 2026.