First Trust Advisors
FRSH icon

First Trust Advisors’s Freshworks FRSH Stock Holding History

First Trust 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 		$1.84M Sell
182,105
-80,744
-31% -$719K ﹤0.01% 2034
2026
Q1 		$2.11M Buy
262,849
+177,963
+210% +$1.64M ﹤0.01% 1894
2025
Q4 		$1.04M Sell
84,886
-122,161
-59% -$1.44M ﹤0.01% 2126
2025
Q3 		$2.44M Buy
207,047
+63,051
+44% +$849K ﹤0.01% 1745
2025
Q2 		$2.15M Sell
143,996
-93,559
-39% -$1.35M ﹤0.01% 1786
2025
Q1 		$3.35M Buy
237,555
+111,117
+88% +$1.86M ﹤0.01% 1529
2024
Q4 		$2.04M Buy
+126,438
New +$1.8M ﹤0.01% 1800
2024
Q3 		– Sell
-36,265
Closed -$460K – 2404
2024
Q2 		$460K Sell
36,265
-98,620
-73% -$1.48M ﹤0.01% 2145
2024
Q1 		$2.46M Sell
134,885
-107,226
-44% -$2.22M ﹤0.01% 1644
2023
Q4 		$5.69M Sell
242,111
-22,544
-9% -$446K 0.01% 1188
2023
Q3 		$5.27M Buy
264,655
+161,298
+156% +$3.21M 0.01% 1206
2023
Q2 		$1.82M Buy
103,357
+28,840
+39% +$434K ﹤0.01% 1753
2023
Q1 		$1.14M Buy
74,517
+16,610
+29% +$252K ﹤0.01% 1918
2022
Q4 		$852K Buy
+57,907
New +$802K ﹤0.01% 2012

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 40.91% 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

First Trust Advisors's FRSH Position: Q2 2026 in Review

First Trust Advisors reduced its Freshworks (FRSH) stake by 31% in Q2 2026, selling an estimated $719K and leaving 182,105 shares worth $1.84M. The position accounts for ﹤0.01% of the portfolio, ranked #2034.

First Trust Advisors first reported a position in FRSH in Q4 2022 and has held it in 14 quarters since. The position peaked at $5.69M in Q4 2023. 342 funds tracked by Wall St. Rank hold FRSH as of Q2 2026.

  • First Trust Advisors held 182,105 shares of Freshworks worth $1.84M as of Q2 2026.
  • First Trust Advisors sold 80,744 Freshworks shares in Q2 2026, an estimated $719K.
  • Freshworks made up ﹤0.01% of First Trust Advisors's portfolio in Q2 2026, its #2034 holding.
  • First Trust Advisors first reported a position in Freshworks in Q4 2022 and has held it in 14 quarters since.
  • First Trust Advisors's Freshworks position peaked at $5.69M in Q4 2023.
  • 342 funds tracked by Wall St. Rank held Freshworks as of Q2 2026.

Based on First Trust Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.