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JFS Wealth Advisors’s Freshworks FRSH Stock Holding History

JFS Wealth Advisors’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 		– Sell
-47
Closed -$576 – 1917
2025
Q4 		$576 Buy
47
+19
+68% +$225 ﹤0.01% 1777
2025
Q3 		$330 Hold
28
– – ﹤0.01% 1807
2025
Q2 		$418 Buy
+28
New +$403 ﹤0.01% 1727

Other funds holding FRSH

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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
PXPO
Peak XV Partners Operations Trianon, Mauritius $176M AUM 70.09% 1-Year Est. Return
WCM
WestBridge Capital Management Trianon, Mauritius $79.5M AUM 32.13% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Alyeska Investment Group
Alyeska Investment Group Chicago, Illinois $38.9B AUM 28.51% 1-Year Est. Return
TCM
Topline Capital Management Santa Monica, California $386M AUM 2.37% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JFS Wealth Advisors's FRSH Position: Q1 2026 in Review

JFS Wealth Advisors sold out of Freshworks (FRSH) in Q1 2026, closing a stake of 47 shares — an estimated $576 sold.

JFS Wealth Advisors first reported a position in FRSH in Q2 2025 and held it in 3 quarters. The position peaked at $576 in Q4 2025. 330 funds tracked by Wall St. Rank hold FRSH as of Q1 2026.

  • JFS Wealth Advisors reported no remaining Freshworks position as of Q1 2026 after selling out during the quarter.
  • JFS Wealth Advisors sold 47 Freshworks shares in Q1 2026, an estimated $576.
  • JFS Wealth Advisors first reported a position in Freshworks in Q2 2025 and held it in 3 quarters.
  • JFS Wealth Advisors's Freshworks position peaked at $576 in Q4 2025.
  • 330 funds tracked by Wall St. Rank held Freshworks as of Q1 2026.

Based on JFS Wealth Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.