Jefferies Financial Group’s Freshworks FRSH Stock Holding History

Jefferies Financial Group’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 Q1	$431K	Buy	+53,680	New	+$495K	﹤0.01%	1269
2025 Q2	–	Sell	-46,443	Closed	-$655K	–	1491
2025 Q1	$655K	Sell	46,443 -86,167	-65%	-$1.44M	0.01%	968
2024 Q4	$2.14M	Sell	132,610 -2,390	-2%	-$34K	0.01%	643
2024 Q3	$1.55M	Sell	135,000 -22,200	-14%	-$266K	0.01%	660
2024 Q2	$1.99M	Buy	157,200 +6,369	+4%	+$95.3K	0.02%	547
2024 Q1	$2.75M	Buy	150,831 +129,691	+613%	+$2.68M	0.03%	483
2023 Q4	$497K	Buy	+21,140	New	+$418K	﹤0.01%	1220
2023 Q1	–	Sell	-20,121	Closed	-$296K	–	1743
2022 Q4	$296K	Buy	+20,121	New	+$279K	﹤0.01%	1198

Other funds holding FRSH

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Alphabet Inc Mountain View, California $4.02B AUM 215.74% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Alyeska Investment Group Chicago, Illinois $35.4B AUM 33.54% 1-Year Est. Return

TCM

Topline Capital Management Santa Monica, California $605M AUM 26.24% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Jefferies Financial Group's FRSH Position: Q1 2026 in Review

Jefferies Financial Group opened a new position in Freshworks (FRSH) in Q1 2026: 53,680 shares worth $431K. The stake represents ﹤0.01% of the portfolio and ranks #1269 among its holdings. This is a return to the name: Jefferies Financial Group previously reported a position in FRSH as recently as Q1 2025.

Jefferies Financial Group first reported a position in FRSH in Q4 2022 and has held it in 8 quarters since. The position peaked at $2.75M in Q1 2024. 327 funds tracked by Wall St. Rank hold FRSH as of Q1 2026.

Jefferies Financial Group held 53,680 shares of Freshworks worth $431K as of Q1 2026.
Freshworks was a new Jefferies Financial Group position in Q1 2026.
Freshworks made up ﹤0.01% of Jefferies Financial Group's portfolio in Q1 2026, its #1269 holding.
Jefferies Financial Group first reported a position in Freshworks in Q4 2022 and has held it in 8 quarters since.
Jefferies Financial Group's Freshworks position peaked at $2.75M in Q1 2024.
327 funds tracked by Wall St. Rank held Freshworks as of Q1 2026.

Based on Jefferies Financial Group's 13F filing for Q1 2026, filed 8 May 2026.