FFA
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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
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

WCM
WestBridge Capital Management Trianon, Mauritius $79.5M AUM 32.13% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
NAM
NorthCrest Asset Manangement Plymouth, Minnesota $3.89B AUM 40.33% 1-Year Est. Return
WA
Waddell & Associates Memphis, Tennessee $2.02B AUM 36.49% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

Farther Finance Advisors's FRSH Position: Q2 2026 in Review

Farther Finance Advisors increased its Freshworks (FRSH) stake by 60% in Q2 2026, buying an estimated $35.5K and bringing the position to 10,635 shares worth $108K. The position accounts for ﹤0.01% of the portfolio, ranked #2656.

Farther Finance Advisors first reported a position in FRSH in Q4 2023 and has held it in 11 quarters since. 33 funds tracked by Wall St. Rank hold FRSH as of Q2 2026.

  • Farther Finance Advisors held 10,635 shares of Freshworks worth $108K as of Q2 2026.
  • Farther Finance Advisors bought 3,987 Freshworks shares in Q2 2026, an estimated $35.5K.
  • Freshworks made up ﹤0.01% of Farther Finance Advisors's portfolio in Q2 2026, its #2656 holding.
  • Farther Finance Advisors first reported a position in Freshworks in Q4 2023 and has held it in 11 quarters since.
  • 33 funds tracked by Wall St. Rank held Freshworks as of Q2 2026.

Based on Farther Finance Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.