James T. Borello
FRSH icon

James T. Borello’s Freshworks FRSH Stock Holding History

James T. Borello’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 		$256 Buy
20
+5
+33% +$60 ﹤0.01% 1097
2026
Q2 		$152 Hold
15
– – ﹤0.01% 1157
2026
Q1 		$120 Buy
+15
New +$138 ﹤0.01% 1148

Other funds holding FRSH

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Inlight Wealth Management
Inlight Wealth Management Atlanta, Georgia $350M AUM 17.84% 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
Steinberg Asset Management
Steinberg Asset Management New York $154M AUM 31.68% 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
Vise Technologies
Vise Technologies New York $12B AUM 18.78% 1-Year Est. Return

James T. Borello's FRSH Position: Q3 2026 in Review

James T. Borello increased its Freshworks (FRSH) stake by 33% in Q3 2026, buying an estimated $60 and bringing the position to 20 shares worth $256. The position accounts for ﹤0.01% of the portfolio, ranked #1097.

James T. Borello first reported a position in FRSH in Q1 2026 and has held it in 3 quarters since. 68 funds tracked by Wall St. Rank hold FRSH as of Q3 2026.

  • James T. Borello held 20 shares of Freshworks worth $256 as of Q3 2026.
  • James T. Borello bought 5 Freshworks shares in Q3 2026, an estimated $60.
  • Freshworks made up ﹤0.01% of James T. Borello's portfolio in Q3 2026, its #1097 holding.
  • James T. Borello first reported a position in Freshworks in Q1 2026 and has held it in 3 quarters since.
  • 68 funds tracked by Wall St. Rank held Freshworks as of Q3 2026.

Based on James T. Borello's 13F filing for Q3 2026, filed 16 Oct 2026.