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 Q3	–	Sell	-190,000	Closed	-$1.92M	–	39
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

VCM

Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

MPWT

MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

GWM

GK Wealth Management Reno, Nevada $178M AUM 41.48% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

Herald Investment Management's FRSH Position: Q3 2026 in Review

Herald Investment Management sold out of Freshworks (FRSH) in Q3 2026, closing a stake of 190,000 shares — an estimated $1.92M sold.

Herald Investment Management first reported a position in FRSH in Q1 2022 and held it in 18 quarters. The position peaked at $2.33M in Q4 2025. 6 funds tracked by Wall St. Rank hold FRSH as of Q3 2026.

Herald Investment Management reported no remaining Freshworks position as of Q3 2026 after selling out during the quarter.
Herald Investment Management sold 190,000 Freshworks shares in Q3 2026, an estimated $1.92M.
Herald Investment Management first reported a position in Freshworks in Q1 2022 and held it in 18 quarters.
Herald Investment Management's Freshworks position peaked at $2.33M in Q4 2025.
6 funds tracked by Wall St. Rank held Freshworks as of Q3 2026.

Based on Herald Investment Management's 13F filing for Q3 2026.