Jones Financial Companies
FRSH icon

Jones Financial Companies’s Freshworks FRSH Stock Holding History

Jones Financial Companies’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 		$22.4K Buy
2,279
+743
+48% +$6.62K ﹤0.01% 3454
2026
Q1 		$12.1K Buy
1,536
+616
+67% +$5.68K ﹤0.01% 3508
2025
Q4 		$11.3K Buy
920
+55
+6% +$650 ﹤0.01% 3168
2025
Q3 		$10.8K Buy
865
+185
+27% +$2.49K ﹤0.01% 3050
2025
Q2 		$10.1K Sell
680
-200
-23% -$2.88K ﹤0.01% 2876
2025
Q1 		$12.8K Buy
+880
New +$14.7K ﹤0.01% 2606

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 40.91% 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

Jones Financial Companies's FRSH Position: Q2 2026 in Review

Jones Financial Companies increased its Freshworks (FRSH) stake by 48% in Q2 2026, buying an estimated $6.62K and bringing the position to 2,279 shares worth $22.4K. The position accounts for ﹤0.01% of the portfolio, ranked #3454.

Jones Financial Companies first reported a position in FRSH in Q1 2025 and has held it in 6 quarters since. 342 funds tracked by Wall St. Rank hold FRSH as of Q2 2026.

  • Jones Financial Companies held 2,279 shares of Freshworks worth $22.4K as of Q2 2026.
  • Jones Financial Companies bought 743 Freshworks shares in Q2 2026, an estimated $6.62K.
  • Freshworks made up ﹤0.01% of Jones Financial Companies's portfolio in Q2 2026, its #3454 holding.
  • Jones Financial Companies first reported a position in Freshworks in Q1 2025 and has held it in 6 quarters since.
  • 342 funds tracked by Wall St. Rank held Freshworks as of Q2 2026.

Based on Jones Financial Companies's 13F filing for Q2 2026, filed 14 Aug 2026.