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
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 $5.72T AUM 30.48% 1-Year Est. Return
AI
Alphabet Inc Mountain View, California $4.02B AUM 215.74% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
PXPO
Peak XV Partners Operations Trianon, Mauritius $110M AUM 43.09% 1-Year Est. Return
WCM
WestBridge Capital Management Trianon, Mauritius $79.5M AUM 32.13% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Alyeska Investment Group
Alyeska Investment Group Chicago, Illinois $35.4B AUM 33.54% 1-Year Est. Return
TCM
Topline Capital Management Santa Monica, California $605M AUM 26.24% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Focus Partners Wealth's FRSH Position: Q1 2026 in Review

Focus Partners Wealth increased its Freshworks (FRSH) stake by 95% in Q1 2026, buying an estimated $201K and bringing the position to 44,534 shares worth $358K. The position accounts for ﹤0.01% of the portfolio, ranked #2092.

Focus Partners Wealth first reported a position in FRSH in Q4 2024 and has held it in 5 quarters since. 327 funds tracked by Wall St. Rank hold FRSH as of Q1 2026.

  • Focus Partners Wealth held 44,534 shares of Freshworks worth $358K as of Q1 2026.
  • Focus Partners Wealth bought 21,733 Freshworks shares in Q1 2026, an estimated $201K.
  • Freshworks made up ﹤0.01% of Focus Partners Wealth's portfolio in Q1 2026, its #2092 holding.
  • Focus Partners Wealth first reported a position in Freshworks in Q4 2024 and has held it in 5 quarters since.
  • 327 funds tracked by Wall St. Rank held Freshworks as of Q1 2026.

Based on Focus Partners Wealth's 13F filing for Q1 2026, filed 15 May 2026.