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Frank Rimerman Advisors’s Freshworks FRSH Stock Holding History

Frank Rimerman 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
2025
Q3 		– Sell
-16,067
Closed -$240K – 606
2025
Q2 		$240K Sell
16,067
-26
-0.2% -$375 0.02% 508
2025
Q1 		$227K Hold
16,093
– – 0.02% 473
2024
Q4 		$260K Sell
16,093
-16
-0.1% -$227 0.02% 449
2024
Q3 		$185K Buy
16,109
+317
+2% +$3.8K 0.01% 520
2024
Q2 		$200K Hold
15,792
– – 0.01% 524
2024
Q1 		$288K Hold
15,792
– – 0.06% 89
2023
Q4 		$371K Hold
15,792
– – 0.08% 75
2023
Q3 		$315K Hold
15,792
– – 0.08% 73
2023
Q2 		$278K Buy
+15,792
New +$238K 0.07% 87

Other funds holding FRSH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
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
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Frank Rimerman Advisors's FRSH Position: Q3 2025 in Review

Frank Rimerman Advisors sold out of Freshworks (FRSH) in Q3 2025, closing a stake of 16,067 shares — an estimated $240K sold.

Frank Rimerman Advisors first reported a position in FRSH in Q2 2023 and held it in 9 quarters. The position peaked at $371K in Q4 2023. 315 funds tracked by Wall St. Rank hold FRSH as of Q3 2025.

  • Frank Rimerman Advisors reported no remaining Freshworks position as of Q3 2025 after selling out during the quarter.
  • Frank Rimerman Advisors sold 16,067 Freshworks shares in Q3 2025, an estimated $240K.
  • Frank Rimerman Advisors first reported a position in Freshworks in Q2 2023 and held it in 9 quarters.
  • Frank Rimerman Advisors's Freshworks position peaked at $371K in Q4 2023.
  • 315 funds tracked by Wall St. Rank held Freshworks as of Q3 2025.

Based on Frank Rimerman Advisors's 13F filing for Q3 2025, filed 4 Nov 2025.