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HFM Investment Advisors’s Freshworks FRSH Stock Holding History

HFM Investment Advisors’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 		$31 Buy
+3
New +$27 ﹤0.01% 1279
2026
Q1 		– Sell
-10
Closed -$123 – 1249
2025
Q4 		$123 Buy
10
+8
+400% +$95 ﹤0.01% 1139
2025
Q3 		$24 Hold
2
– – ﹤0.01% 1249
2025
Q2 		$30 Buy
+2
New +$29 ﹤0.01% 1252

Other funds holding FRSH

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

HFM Investment Advisors's FRSH Position: Q2 2026 in Review

HFM Investment Advisors opened a new position in Freshworks (FRSH) in Q2 2026: 3 shares worth $31. The stake represents ﹤0.01% of the portfolio and ranks #1279 among its holdings. This is a return to the name: HFM Investment Advisors previously reported a position in FRSH as recently as Q4 2025.

HFM Investment Advisors first reported a position in FRSH in Q2 2025 and has held it in 4 quarters since. The position peaked at $123 in Q4 2025. 342 funds tracked by Wall St. Rank hold FRSH as of Q2 2026.

  • HFM Investment Advisors held 3 shares of Freshworks worth $31 as of Q2 2026.
  • Freshworks was a new HFM Investment Advisors position in Q2 2026.
  • Freshworks made up ﹤0.01% of HFM Investment Advisors's portfolio in Q2 2026, its #1279 holding.
  • HFM Investment Advisors first reported a position in Freshworks in Q2 2025 and has held it in 4 quarters since.
  • HFM Investment Advisors's Freshworks position peaked at $123 in Q4 2025.
  • 342 funds tracked by Wall St. Rank held Freshworks as of Q2 2026.

Based on HFM Investment Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.