Envestnet Asset Management
FRSH icon

Envestnet Asset Management’s Freshworks FRSH Stock Holding History

Envestnet Asset 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
2026
Q2 		$136K Sell
13,477
-7,742
-36% -$68.9K ﹤0.01% 4704
2026
Q1 		$170K Sell
21,219
-107,253
-83% -$989K ﹤0.01% 4546
2025
Q4 		$1.57M Buy
128,472
+4,961
+4% +$58.6K ﹤0.01% 3008
2025
Q3 		$1.45M Buy
123,511
+12,857
+12% +$173K ﹤0.01% 3109
2025
Q2 		$1.65M Buy
110,654
+28,152
+34% +$406K ﹤0.01% 2960
2025
Q1 		$1.16M Buy
82,502
+60,063
+268% +$1.01M ﹤0.01% 3105
2024
Q4 		$363K Buy
22,439
+2,019
+10% +$28.7K ﹤0.01% 3778
2024
Q3 		$234K Sell
20,420
-45,795
-69% -$549K ﹤0.01% 3945
2024
Q2 		$840K Buy
66,215
+10,774
+19% +$161K ﹤0.01% 3139
2024
Q1 		$1.01M Buy
55,441
+23,443
+73% +$485K ﹤0.01% 3028
2023
Q4 		$752K Buy
+31,998
New +$633K ﹤0.01% 3106
2023
Q3 		– Sell
-10,567
Closed -$186K – 4069
2023
Q2 		$186K Sell
10,567
-21
-0.2% -$316 ﹤0.01% 3724
2023
Q1 		$163K Buy
+10,588
New +$160K ﹤0.01% 3704
2021
Q4 		– Sell
-5,588
Closed -$239K – 3895
2021
Q3 		$239K Buy
+5,588
New +$250K ﹤0.01% 3417

Other funds holding FRSH

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
AI
Alphabet Inc Mountain View, California $99.1B AUM 124.46% 1-Year Est. Return
WCM
WestBridge Capital Management Trianon, Mauritius $79.5M AUM 32.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
GS
Gagnon Securities New York $519M AUM 44.91% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
GA
Gagnon Advisors New York $157M AUM 36.77% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

Envestnet Asset Management's FRSH Position: Q2 2026 in Review

Envestnet Asset Management reduced its Freshworks (FRSH) stake by 36% in Q2 2026, selling an estimated $68.9K and leaving 13,477 shares worth $136K. The position accounts for ﹤0.01% of the portfolio, ranked #4704.

Envestnet Asset Management first reported a position in FRSH in Q3 2021 and has held it in 14 quarters since. The position peaked at $1.65M in Q2 2025. 126 funds tracked by Wall St. Rank hold FRSH as of Q2 2026.

  • Envestnet Asset Management held 13,477 shares of Freshworks worth $136K as of Q2 2026.
  • Envestnet Asset Management sold 7,742 Freshworks shares in Q2 2026, an estimated $68.9K.
  • Freshworks made up ﹤0.01% of Envestnet Asset Management's portfolio in Q2 2026, its #4704 holding.
  • Envestnet Asset Management first reported a position in Freshworks in Q3 2021 and has held it in 14 quarters since.
  • Envestnet Asset Management's Freshworks position peaked at $1.65M in Q2 2025.
  • 126 funds tracked by Wall St. Rank held Freshworks as of Q2 2026.

Based on Envestnet Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.