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JPL Wealth Management’s Freshworks FRSH Stock Holding History

JPL Wealth Management’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 		$3.15K Buy
311
+27
+10% +$240 ﹤0.01% 920
2026
Q1 		$2.28K Buy
+284
New +$2.62K ﹤0.01% 934

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

JPL Wealth Management's FRSH Position: Q2 2026 in Review

JPL Wealth Management increased its Freshworks (FRSH) stake by 9.5% in Q2 2026, buying an estimated $240 and bringing the position to 311 shares worth $3.15K. The position accounts for ﹤0.01% of the portfolio, ranked #920.

JPL Wealth Management 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.

  • JPL Wealth Management held 311 shares of Freshworks worth $3.15K as of Q2 2026.
  • JPL Wealth Management bought 27 Freshworks shares in Q2 2026, an estimated $240.
  • Freshworks made up ﹤0.01% of JPL Wealth Management's portfolio in Q2 2026, its #920 holding.
  • JPL Wealth Management 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 JPL Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.