EverSource Wealth Advisors’s Freshworks FRSH Stock Holding History

EverSource 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	$166K	Buy	16,421 +9,962	+154%	+$88.7K	0.01%	1103
2026 Q1	$51.9K	Sell	6,459 -5,584	-46%	-$51.5K	﹤0.01%	1851
2025 Q4	$148K	Buy	12,043 +4,431	+58%	+$52.4K	0.01%	1108
2025 Q3	$89.6K	Buy	7,612 +3,133	+70%	+$42.2K	﹤0.01%	1347
2025 Q2	$66.8K	Buy	4,479 +3,630	+428%	+$52.3K	﹤0.01%	1437
2025 Q1	$12K	Buy	849 +294	+53%	+$4.92K	﹤0.01%	2014
2024 Q4	$8.97K	Buy	555 +265	+91%	+$3.77K	﹤0.01%	2055
2024 Q3	$3.33K	Buy	290 +31	+12%	+$372	﹤0.01%	2377
2024 Q2	$3.24K	Buy	259 +238	+1,133%	+$3.56K	﹤0.01%	2380
2024 Q1	$375	Hold	21	–	–	﹤0.01%	2766
2023 Q4	$493	Buy	+21	New	+$416	﹤0.01%	2528

Other funds holding FRSH

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Alphabet Inc Mountain View, California $99.1B AUM 124.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

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 Miami, Florida $875B AUM 40.89% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

EverSource Wealth Advisors increased its Freshworks (FRSH) stake by 154% in Q2 2026, buying an estimated $88.7K and bringing the position to 16,421 shares worth $166K. The position accounts for 0.01% of the portfolio, ranked #1103.

EverSource Wealth Advisors first reported a position in FRSH in Q4 2023 and has held it in 11 quarters since. 343 funds tracked by Wall St. Rank hold FRSH as of Q2 2026.

EverSource Wealth Advisors held 16,421 shares of Freshworks worth $166K as of Q2 2026.
EverSource Wealth Advisors bought 9,962 Freshworks shares in Q2 2026, an estimated $88.7K.
Freshworks made up 0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #1103 holding.
EverSource Wealth Advisors first reported a position in Freshworks in Q4 2023 and has held it in 11 quarters since.
343 funds tracked by Wall St. Rank held Freshworks as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.