HWM
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HB Wealth Management’s Freshworks FRSH Stock Holding History

HB Wealth Management’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 		$288K Buy
+28,410
New +$253K ﹤0.01% 1397

Other funds holding FRSH

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Vanguard Portfolio Management
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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 40.91% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

HB Wealth Management's FRSH Position: Q2 2026 in Review

HB Wealth Management opened a new position in Freshworks (FRSH) in Q2 2026: 28,410 shares worth $288K. The stake represents ﹤0.01% of the portfolio and ranks #1397 among its holdings.

342 funds tracked by Wall St. Rank hold FRSH as of Q2 2026.

  • HB Wealth Management held 28,410 shares of Freshworks worth $288K as of Q2 2026.
  • Freshworks was a new HB Wealth Management position in Q2 2026.
  • Freshworks made up ﹤0.01% of HB Wealth Management's portfolio in Q2 2026, its #1397 holding.
  • 342 funds tracked by Wall St. Rank held Freshworks as of Q2 2026.

Based on HB Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.