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 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 $5.72T AUM 30.48% 1-Year Est. Return

Alphabet Inc Mountain View, California $4.02B AUM 215.74% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

PXPO

Peak XV Partners Operations Trianon, Mauritius $110M AUM 43.09% 1-Year Est. Return

WCM

WestBridge Capital Management Trianon, Mauritius $79.5M AUM 32.13% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Alyeska Investment Group Chicago, Illinois $35.4B AUM 33.54% 1-Year Est. Return

TCM

Topline Capital Management Santa Monica, California $605M AUM 26.24% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

EverSource Wealth Advisors's FRSH Position: Q1 2026 in Review

EverSource Wealth Advisors reduced its Freshworks (FRSH) stake by 46% in Q1 2026, selling an estimated $51.5K and leaving 6,459 shares worth $51.9K. The position accounts for ﹤0.01% of the portfolio, ranked #1851.

EverSource Wealth Advisors first reported a position in FRSH in Q4 2023 and has held it in 10 quarters since. The position peaked at $148K in Q4 2025. 327 funds tracked by Wall St. Rank hold FRSH as of Q1 2026.

EverSource Wealth Advisors held 6,459 shares of Freshworks worth $51.9K as of Q1 2026.
EverSource Wealth Advisors sold 5,584 Freshworks shares in Q1 2026, an estimated $51.5K.
Freshworks made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q1 2026, its #1851 holding.
EverSource Wealth Advisors first reported a position in Freshworks in Q4 2023 and has held it in 10 quarters since.
EverSource Wealth Advisors's Freshworks position peaked at $148K in Q4 2025.
327 funds tracked by Wall St. Rank held Freshworks as of Q1 2026.

Based on EverSource Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.