HIA
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Harbor Investment Advisory’s Freshworks FRSH Stock Holding History

Harbor Investment Advisory’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 		$10.9K Hold
1,076
– – ﹤0.01% 1034
2026
Q1 		$8.64K Hold
1,076
– – ﹤0.01% 930
2025
Q4 		$13.2K Hold
1,076
– – ﹤0.01% 896
2025
Q3 		$12.7K Hold
1,076
– – ﹤0.01% 872
2025
Q2 		$16K Hold
1,076
– – ﹤0.01% 811
2025
Q1 		$15.2K Buy
1,076
+203
+23% +$3.4K ﹤0.01% 806
2024
Q4 		$14.1K Buy
+873
New +$12.4K ﹤0.01% 806

Other funds holding FRSH

WCM
WestBridge Capital Management Trianon, Mauritius $79.5M AUM 32.13% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
LC
Lavelle Capital San Francisco, California $232M AUM
HIM
Herald Investment Management London, United Kingdom $737M AUM 158.15% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
PFSRSONJ
Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
NAM
NorthCrest Asset Manangement Plymouth, Minnesota $3.89B AUM 40.33% 1-Year Est. Return

Harbor Investment Advisory's FRSH Position: Q2 2026 in Review

Harbor Investment Advisory held its Freshworks (FRSH) position steady in Q2 2026 at 1,076 shares worth $10.9K. The position accounts for ﹤0.01% of the portfolio, ranked #1034.

Harbor Investment Advisory first reported a position in FRSH in Q4 2024 and has held it in 7 quarters since. The position peaked at $16K in Q2 2025. 56 funds tracked by Wall St. Rank hold FRSH as of Q2 2026.

  • Harbor Investment Advisory held 1,076 shares of Freshworks worth $10.9K as of Q2 2026.
  • Harbor Investment Advisory left its Freshworks share count unchanged in Q2 2026.
  • Freshworks made up ﹤0.01% of Harbor Investment Advisory's portfolio in Q2 2026, its #1034 holding.
  • Harbor Investment Advisory first reported a position in Freshworks in Q4 2024 and has held it in 7 quarters since.
  • Harbor Investment Advisory's Freshworks position peaked at $16K in Q2 2025.
  • 56 funds tracked by Wall St. Rank held Freshworks as of Q2 2026.

Based on Harbor Investment Advisory's 13F filing for Q2 2026, filed 7 Jul 2026.