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Financial Consulate’s Freshworks FRSH Stock Holding History

Financial Consulate’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 		$1.01K Hold
100
– – ﹤0.01% 1165
2026
Q1 		$803 Hold
100
– – ﹤0.01% 1151
2025
Q4 		$1.23K Buy
+100
New +$1.18K ﹤0.01% 979

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 40.89% 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

Financial Consulate's FRSH Position: Q2 2026 in Review

Financial Consulate held its Freshworks (FRSH) position steady in Q2 2026 at 100 shares worth $1.01K. The position accounts for ﹤0.01% of the portfolio, ranked #1165.

Financial Consulate first reported a position in FRSH in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.23K in Q4 2025. 343 funds tracked by Wall St. Rank hold FRSH as of Q2 2026.

  • Financial Consulate held 100 shares of Freshworks worth $1.01K as of Q2 2026.
  • Financial Consulate left its Freshworks share count unchanged in Q2 2026.
  • Freshworks made up ﹤0.01% of Financial Consulate's portfolio in Q2 2026, its #1165 holding.
  • Financial Consulate first reported a position in Freshworks in Q4 2025 and has held it in 3 quarters since.
  • Financial Consulate's Freshworks position peaked at $1.23K in Q4 2025.
  • 343 funds tracked by Wall St. Rank held Freshworks as of Q2 2026.

Based on Financial Consulate's 13F filing for Q2 2026, filed 23 Jul 2026.