BPI
FRSH icon

BFC Planning, Inc.’s Freshworks FRSH Stock Holding History

BFC Planning, Inc.’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 		$7.38K Hold
729
– – ﹤0.01% 2516
2026
Q1 		$5.85K Sell
729
-7
-1% -$65 ﹤0.01% 2249
2025
Q4 		$9.01K Buy
736
+125
+20% +$1.48K ﹤0.01% 2118
2025
Q3 		$7.19K Hold
611
– – ﹤0.01% 2069
2025
Q2 		$9.11K Hold
611
– – ﹤0.01% 1857
2025
Q1 		$8.62K Hold
611
– – ﹤0.01% 1833
2024
Q4 		$9.9K Buy
+611
New +$8.68K ﹤0.01% 1770

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
Haveli Investment Management
Haveli Investment Management Austin, Texas $180M AUM
WestBridge Capital Management
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

BFC Planning, Inc.'s FRSH Position: Q2 2026 in Review

BFC Planning, Inc. held its Freshworks (FRSH) position steady in Q2 2026 at 729 shares worth $7.38K. The position accounts for ﹤0.01% of the portfolio, ranked #2516.

BFC Planning, Inc. first reported a position in FRSH in Q4 2024 and has held it in 7 quarters since. The position peaked at $9.9K in Q4 2024. 345 funds tracked by Wall St. Rank hold FRSH as of Q2 2026.

  • BFC Planning, Inc. held 729 shares of Freshworks worth $7.38K as of Q2 2026.
  • BFC Planning, Inc. left its Freshworks share count unchanged in Q2 2026.
  • Freshworks made up ﹤0.01% of BFC Planning, Inc.'s portfolio in Q2 2026, its #2516 holding.
  • BFC Planning, Inc. first reported a position in Freshworks in Q4 2024 and has held it in 7 quarters since.
  • BFC Planning, Inc.'s Freshworks position peaked at $9.9K in Q4 2024.
  • 345 funds tracked by Wall St. Rank held Freshworks as of Q2 2026.

Based on BFC Planning, Inc.'s 13F filing for Q2 2026, filed 29 Oct 2026.