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IFP Advisors’s Freshworks FRSH Stock Holding History

IFP 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 		$82.2K Buy
8,120
+2,765
+52% +$24.6K ﹤0.01% 2107
2026
Q1 		$43K Buy
5,355
+3,203
+149% +$29.6K ﹤0.01% 2336
2025
Q4 		$26.4K Buy
2,152
+1,948
+955% +$23K ﹤0.01% 2578
2025
Q3 		$2.4K Buy
204
+39
+24% +$525 ﹤0.01% 3628
2025
Q2 		$2.46K Buy
+165
New +$2.38K ﹤0.01% 3803
2025
Q1 		– Hold
0
– – – 3768
2024
Q4 		– Hold
0
– – – 3838
2024
Q2 		– Sell
-103
Closed -$1.88K – 3268
2024
Q1 		$1.88K Buy
103
+52
+102% +$1.08K ﹤0.01% 2718
2023
Q4 		$1.2K Buy
+51
New +$1.01K ﹤0.01% 2788

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

IFP Advisors's FRSH Position: Q2 2026 in Review

IFP Advisors increased its Freshworks (FRSH) stake by 52% in Q2 2026, buying an estimated $24.6K and bringing the position to 8,120 shares worth $82.2K. The position accounts for ﹤0.01% of the portfolio, ranked #2107.

IFP Advisors first reported a position in FRSH in Q4 2023 and has held it in 7 quarters since. 342 funds tracked by Wall St. Rank hold FRSH as of Q2 2026.

  • IFP Advisors held 8,120 shares of Freshworks worth $82.2K as of Q2 2026.
  • IFP Advisors bought 2,765 Freshworks shares in Q2 2026, an estimated $24.6K.
  • Freshworks made up ﹤0.01% of IFP Advisors's portfolio in Q2 2026, its #2107 holding.
  • IFP Advisors first reported a position in Freshworks in Q4 2023 and has held it in 7 quarters since.
  • 342 funds tracked by Wall St. Rank held Freshworks as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.