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Integrated Wealth Concepts’s Freshworks FRSH Stock Holding History

Integrated Wealth Concepts’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 		$445K Buy
44,010
+23,632
+116% +$210K ﹤0.01% 1727
2026
Q1 		$164K Buy
+20,378
New +$188K ﹤0.01% 2138

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 40.89% 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

Integrated Wealth Concepts's FRSH Position: Q2 2026 in Review

Integrated Wealth Concepts increased its Freshworks (FRSH) stake by 116% in Q2 2026, buying an estimated $210K and bringing the position to 44,010 shares worth $445K. The position accounts for ﹤0.01% of the portfolio, ranked #1727.

Integrated Wealth Concepts first reported a position in FRSH in Q1 2026 and has held it in 2 quarters since. 343 funds tracked by Wall St. Rank hold FRSH as of Q2 2026.

  • Integrated Wealth Concepts held 44,010 shares of Freshworks worth $445K as of Q2 2026.
  • Integrated Wealth Concepts bought 23,632 Freshworks shares in Q2 2026, an estimated $210K.
  • Freshworks made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #1727 holding.
  • Integrated Wealth Concepts first reported a position in Freshworks in Q1 2026 and has held it in 2 quarters since.
  • 343 funds tracked by Wall St. Rank held Freshworks as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.