FFA
FRSH icon

Farther Finance Advisors’s Freshworks FRSH Stock Holding History

Farther Finance 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
Q3 		$135K Sell
10,560
-75
-0.7% -$894 ﹤0.01% 2612
2026
Q2 		$108K Buy
10,635
+3,987
+60% +$35.5K ﹤0.01% 2656
2026
Q1 		$53.6K Buy
6,648
+5,598
+533% +$51.6K ﹤0.01% 2952
2025
Q4 		$12.9K Buy
1,050
+996
+1,844% +$11.8K ﹤0.01% 3742
2025
Q3 		$636 Sell
54
-87
-62% -$1.17K ﹤0.01% 4481
2025
Q2 		$2.1K Buy
141
+116
+464% +$1.67K ﹤0.01% 3690
2025
Q1 		$358 Hold
25
– – ﹤0.01% 3839
2024
Q4 		$404 Hold
25
– – ﹤0.01% 3484
2024
Q3 		$287 Hold
25
– – ﹤0.01% 3569
2024
Q2 		$320 Sell
25
-10
-29% -$150 ﹤0.01% 3384
2024
Q1 		$639 Sell
35
-10
-22% -$207 ﹤0.01% 2944
2023
Q4 		$1.06K Buy
+45
New +$890 ﹤0.01% 2701

Other funds holding FRSH

VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
GWM
GK Wealth Management Reno, Nevada $178M AUM 41.48% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

Farther Finance Advisors's FRSH Position: Q3 2026 in Review

Farther Finance Advisors reduced its Freshworks (FRSH) stake by 0.71% in Q3 2026, selling an estimated $894 and leaving 10,560 shares worth $135K. The position accounts for ﹤0.01% of the portfolio, ranked #2612.

Farther Finance Advisors first reported a position in FRSH in Q4 2023 and has held it in 12 quarters since. 6 funds tracked by Wall St. Rank hold FRSH as of Q3 2026.

  • Farther Finance Advisors held 10,560 shares of Freshworks worth $135K as of Q3 2026.
  • Farther Finance Advisors sold 75 Freshworks shares in Q3 2026, an estimated $894.
  • Freshworks made up ﹤0.01% of Farther Finance Advisors's portfolio in Q3 2026, its #2612 holding.
  • Farther Finance Advisors first reported a position in Freshworks in Q4 2023 and has held it in 12 quarters since.
  • 6 funds tracked by Wall St. Rank held Freshworks as of Q3 2026.

Based on Farther Finance Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.