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Essential Partners’s Freshworks FRSH Stock Holding History

Essential Partners’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
Q3 		$132K Buy
10,332
+482
+5% +$5.75K 0.06% 345
2026
Q2 		$99.7K Sell
9,850
-1,368
-12% -$12.2K 0.05% 423
2026
Q1 		$90.1K Buy
11,218
+4,876
+77% +$45K 0.03% 446
2025
Q4 		$77.7K Buy
6,342
+5,548
+699% +$65.6K 0.02% 506
2025
Q3 		$9.35K Sell
794
-348
-30% -$4.69K ﹤0.01% 1180
2025
Q2 		$17K Buy
+1,142
New +$16.5K 0.01% 717

Other funds holding FRSH

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Bailard
Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return
Krilogy Financial
Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return
NAM
NorthCrest Asset Manangement Plymouth, Minnesota $4.24B AUM 32.82% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
TWD
True Wealth Design Akron, Ohio $426M AUM 16.34% 1-Year Est. Return

Essential Partners's FRSH Position: Q3 2026 in Review

Essential Partners increased its Freshworks (FRSH) stake by 4.9% in Q3 2026, buying an estimated $5.75K and bringing the position to 10,332 shares worth $132K. The position accounts for 0.06% of the portfolio, ranked #345.

Essential Partners first reported a position in FRSH in Q2 2025 and has held it in 6 quarters since. 19 funds tracked by Wall St. Rank hold FRSH as of Q3 2026.

  • Essential Partners held 10,332 shares of Freshworks worth $132K as of Q3 2026.
  • Essential Partners bought 482 Freshworks shares in Q3 2026, an estimated $5.75K.
  • Freshworks made up 0.06% of Essential Partners's portfolio in Q3 2026, its #345 holding.
  • Essential Partners first reported a position in Freshworks in Q2 2025 and has held it in 6 quarters since.
  • 19 funds tracked by Wall St. Rank held Freshworks as of Q3 2026.

Based on Essential Partners's 13F filing for Q3 2026, filed 14 Oct 2026.