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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
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

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

Essential Partners's FRSH Position: Q2 2026 in Review

Essential Partners reduced its Freshworks (FRSH) stake by 12% in Q2 2026, selling an estimated $12.2K and leaving 9,850 shares worth $99.7K. The position accounts for 0.05% of the portfolio, ranked #423.

Essential Partners first reported a position in FRSH in Q2 2025 and has held it in 5 quarters since. 342 funds tracked by Wall St. Rank hold FRSH as of Q2 2026.

  • Essential Partners held 9,850 shares of Freshworks worth $99.7K as of Q2 2026.
  • Essential Partners sold 1,368 Freshworks shares in Q2 2026, an estimated $12.2K.
  • Freshworks made up 0.05% of Essential Partners's portfolio in Q2 2026, its #423 holding.
  • Essential Partners first reported a position in Freshworks in Q2 2025 and has held it in 5 quarters since.
  • 342 funds tracked by Wall St. Rank held Freshworks as of Q2 2026.

Based on Essential Partners's 13F filing for Q2 2026, filed 10 Aug 2026.