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Institutional & Family Asset Management’s Freshworks FRSH Stock Holding History

Institutional & Family Asset 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
2024
Q2 		$711 Hold
56
– – ﹤0.01% 676
2024
Q1 		$1.02K Hold
56
– – ﹤0.01% 636
2023
Q4 		$1.31K Hold
56
– – ﹤0.01% 591
2023
Q3 		$1.12K Hold
56
– – ﹤0.01% 605
2023
Q2 		$984 Hold
56
– – ﹤0.01% 628
2023
Q1 		$860 Buy
56
+6
+12% +$91 ﹤0.01% 643
2022
Q4 		$736 Hold
50
– – ﹤0.01% 628
2022
Q3 		$1K Buy
+50
New +$707 ﹤0.01% 634

Other funds holding FRSH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
PXPO
Peak XV Partners Operations Trianon, Mauritius $110M AUM 43.09% 1-Year Est. Return
WCM
WestBridge Capital Management Trianon, Mauritius $79.5M AUM 32.13% 1-Year Est. Return
AI
Alphabet Inc Mountain View, California $4.02B AUM 215.74% 1-Year Est. Return
WA
WFM Asia Road Town, Tortola, British Virgin Islands $632M AUM 14.51% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Institutional & Family Asset Management's FRSH Position: Q2 2024 in Review

Institutional & Family Asset Management held its Freshworks (FRSH) position steady in Q2 2024 at 56 shares worth $711. The position accounts for ﹤0.01% of the portfolio, ranked #676.

Institutional & Family Asset Management first reported a position in FRSH in Q3 2022 and has held it in 8 quarters since. The position peaked at $1.31K in Q4 2023. 234 funds tracked by Wall St. Rank hold FRSH as of Q2 2024.

  • Institutional & Family Asset Management held 56 shares of Freshworks worth $711 as of Q2 2024.
  • Institutional & Family Asset Management left its Freshworks share count unchanged in Q2 2024.
  • Freshworks made up ﹤0.01% of Institutional & Family Asset Management's portfolio in Q2 2024, its #676 holding.
  • Institutional & Family Asset Management first reported a position in Freshworks in Q3 2022 and has held it in 8 quarters since.
  • Institutional & Family Asset Management's Freshworks position peaked at $1.31K in Q4 2023.
  • 234 funds tracked by Wall St. Rank held Freshworks as of Q2 2024.

Based on Institutional & Family Asset Management's 13F filing for Q2 2024, filed 5 Jul 2024.