Herald Investment Management’s Freshworks FRSH Stock Holding History

Herald Investment 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	$1.92M	Hold	190,000	–	–	0.26%	83
2026 Q1	$1.53M	Hold	190,000	–	–	0.21%	84
2025 Q4	$2.33M	Hold	190,000	–	–	0.3%	79
2025 Q3	$2.23M	Buy	190,000 +100,000	+111%	+$1.35M	0.3%	75
2025 Q2	$1.34M	Hold	90,000	–	–	0.2%	84
2025 Q1	$1.27M	Hold	90,000	–	–	0.24%	86
2024 Q4	$1.46M	Hold	90,000	–	–	0.24%	83
2024 Q3	$1.03M	Hold	90,000	–	–	0.18%	86
2024 Q2	$1.14M	Hold	90,000	–	–	0.19%	82
2024 Q1	$1.64M	Buy	90,000 +29,000	+48%	+$600K	0.27%	79
2023 Q4	$1.43M	Hold	61,000	–	–	0.27%	75
2023 Q3	$1.22M	Hold	61,000	–	–	0.26%	80
2023 Q2	$1.07M	Hold	61,000	–	–	0.21%	85
2023 Q1	$937K	Hold	61,000	–	–	0.21%	84
2022 Q4	$896K	Hold	61,000	–	–	0.22%	82
2022 Q3	$791K	Hold	61,000	–	–	0.2%	91
2022 Q2	$802K	Buy	61,000 +36,000	+144%	+$560K	0.19%	93
2022 Q1	$447K	Buy	+25,000	New	+$509K	0.08%	103

Other funds holding FRSH

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Alphabet Inc Mountain View, California $99.1B AUM 124.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

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 Miami, Florida $875B AUM 40.91% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Herald Investment Management's FRSH Position: Q2 2026 in Review

Herald Investment Management held its Freshworks (FRSH) position steady in Q2 2026 at 190,000 shares worth $1.92M. The position accounts for 0.26% of the portfolio, ranked #83.

Herald Investment Management first reported a position in FRSH in Q1 2022 and has held it in 18 quarters since. The position peaked at $2.33M in Q4 2025. 342 funds tracked by Wall St. Rank hold FRSH as of Q2 2026.

Herald Investment Management held 190,000 shares of Freshworks worth $1.92M as of Q2 2026.
Herald Investment Management left its Freshworks share count unchanged in Q2 2026.
Freshworks made up 0.26% of Herald Investment Management's portfolio in Q2 2026, its #83 holding.
Herald Investment Management first reported a position in Freshworks in Q1 2022 and has held it in 18 quarters since.
Herald Investment Management's Freshworks position peaked at $2.33M in Q4 2025.
342 funds tracked by Wall St. Rank held Freshworks as of Q2 2026.

Based on Herald Investment Management's 13F filing for Q2 2026, filed 23 Jul 2026.