Focus Partners Wealth
FRSH icon

Focus Partners Wealth’s Freshworks FRSH Stock Holding History

Focus Partners Wealth’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 		$1.08M Buy
106,389
+61,855
+139% +$551K ﹤0.01% 1625
2026
Q1 		$358K Buy
44,534
+21,733
+95% +$201K ﹤0.01% 2092
2025
Q4 		$279K Buy
22,801
+8,717
+62% +$103K ﹤0.01% 2265
2025
Q3 		$176K Buy
+14,084
New +$190K ﹤0.01% 2072
2025
Q2 		– Sell
-12,399
Closed -$175K – 2078
2025
Q1 		$175K Buy
12,399
+2,086
+20% +$34.9K ﹤0.01% 1767
2024
Q4 		$167K Buy
+10,313
New +$147K ﹤0.01% 1754

Other funds holding FRSH

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Alphabet Inc
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 $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Focus Partners Wealth's FRSH Position: Q2 2026 in Review

Focus Partners Wealth increased its Freshworks (FRSH) stake by 139% in Q2 2026, buying an estimated $551K and bringing the position to 106,389 shares worth $1.08M. The position accounts for ﹤0.01% of the portfolio, ranked #1625.

Focus Partners Wealth first reported a position in FRSH in Q4 2024 and has held it in 6 quarters since. 343 funds tracked by Wall St. Rank hold FRSH as of Q2 2026.

  • Focus Partners Wealth held 106,389 shares of Freshworks worth $1.08M as of Q2 2026.
  • Focus Partners Wealth bought 61,855 Freshworks shares in Q2 2026, an estimated $551K.
  • Freshworks made up ﹤0.01% of Focus Partners Wealth's portfolio in Q2 2026, its #1625 holding.
  • Focus Partners Wealth first reported a position in Freshworks in Q4 2024 and has held it in 6 quarters since.
  • 343 funds tracked by Wall St. Rank held Freshworks as of Q2 2026.

Based on Focus Partners Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.