Inlight Wealth Management
FRSH icon

Inlight Wealth Management’s Freshworks FRSH Stock Holding History

Inlight 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
Q3 		$3.18M Buy
248,468
+11,623
+5% +$139K 0.91% 23
2026
Q2 		$2.4M Buy
236,845
+16,673
+8% +$148K 0.76% 25
2026
Q1 		$1.77M Buy
220,172
+8,925
+4% +$82.3K 0.65% 26
2025
Q4 		$2.59M Buy
211,247
+92,317
+78% +$1.09M 0.95% 26
2025
Q3 		$1.4M Buy
118,930
+44
+0% +$593 0.66% 30
2025
Q2 		$1.77M Buy
+118,886
New +$1.71M 0.92% 28

Other funds holding FRSH

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Y-Intercept (HK)
Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return
Virginia Retirement Systems
Virginia Retirement Systems Richmond, Virginia $16.3B AUM 35.33% 1-Year Est. Return
Bailard
Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return
Krilogy Financial
Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return
Chicago Partners Investment Group
Chicago Partners Investment Group Chicago, Illinois $5.45B AUM 19.52% 1-Year Est. Return
NorthCrest Asset Manangement
NorthCrest Asset Manangement Plymouth, Minnesota $4.24B AUM 32.82% 1-Year Est. Return
HB Wealth Management
HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return
Sterling Capital Management
Sterling Capital Management Charlotte, North Carolina $4.92B AUM 24.73% 1-Year Est. Return

Inlight Wealth Management's FRSH Position: Q3 2026 in Review

Inlight Wealth Management increased its Freshworks (FRSH) stake by 4.9% in Q3 2026, buying an estimated $139K and bringing the position to 248,468 shares worth $3.18M. The position accounts for 0.91% of the portfolio, ranked #23.

Inlight Wealth Management first reported a position in FRSH in Q2 2025 and has held it in 6 quarters since. 60 funds tracked by Wall St. Rank hold FRSH as of Q3 2026.

  • Inlight Wealth Management held 248,468 shares of Freshworks worth $3.18M as of Q3 2026.
  • Inlight Wealth Management bought 11,623 Freshworks shares in Q3 2026, an estimated $139K.
  • Freshworks made up 0.91% of Inlight Wealth Management's portfolio in Q3 2026, its #23 holding.
  • Inlight Wealth Management first reported a position in Freshworks in Q2 2025 and has held it in 6 quarters since.
  • 60 funds tracked by Wall St. Rank held Freshworks as of Q3 2026.

Based on Inlight Wealth Management's 13F filing for Q3 2026, filed 21 Oct 2026.