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EP Wealth Advisors’s Freshworks FRSH Stock Holding History

EP Wealth Advisors’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 		$345K Buy
34,058
+4,750
+16% +$42.3K ﹤0.01% 1209
2026
Q1 		$235K Buy
29,308
+7,571
+35% +$69.8K ﹤0.01% 1313
2025
Q4 		$266K Buy
+21,737
New +$257K ﹤0.01% 1203
2025
Q2 		$282K Sell
18,914
-70
-0.4% -$1.01K ﹤0.01% 1054
2025
Q1 		$268K Buy
18,984
+2,278
+14% +$38.2K ﹤0.01% 970
2024
Q4 		$270K Buy
+16,706
New +$237K ﹤0.01% 922

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
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Vanguard Capital Management
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
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

EP Wealth Advisors's FRSH Position: Q2 2026 in Review

EP Wealth Advisors increased its Freshworks (FRSH) stake by 16% in Q2 2026, buying an estimated $42.3K and bringing the position to 34,058 shares worth $345K. The position accounts for ﹤0.01% of the portfolio, ranked #1209.

EP Wealth Advisors first reported a position in FRSH in Q4 2024 and has held it in 6 quarters since. 342 funds tracked by Wall St. Rank hold FRSH as of Q2 2026.

  • EP Wealth Advisors held 34,058 shares of Freshworks worth $345K as of Q2 2026.
  • EP Wealth Advisors bought 4,750 Freshworks shares in Q2 2026, an estimated $42.3K.
  • Freshworks made up ﹤0.01% of EP Wealth Advisors's portfolio in Q2 2026, its #1209 holding.
  • EP Wealth Advisors first reported a position in Freshworks in Q4 2024 and has held it in 6 quarters since.
  • 342 funds tracked by Wall St. Rank held Freshworks as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.