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Kapitalo Investimentos’s Freshworks FRSH Stock Holding History

Kapitalo Investimentos’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
2023
Q4 		– Sell
-11,372
Closed -$227K – 607
2023
Q3 		$227K Buy
+11,372
New +$226K 0.03% 262

Other funds holding FRSH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
WCM
WestBridge Capital Management Trianon, Mauritius $79.5M AUM 32.13% 1-Year Est. Return
PXPO
Peak XV Partners Operations Trianon, Mauritius $110M AUM 43.09% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
WA
WFM Asia Road Town, Tortola, British Virgin Islands $632M AUM 14.51% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
AI
Alphabet Inc Mountain View, California $4.02B AUM 215.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Kapitalo Investimentos's FRSH Position: Q4 2023 in Review

Kapitalo Investimentos sold out of Freshworks (FRSH) in Q4 2023, closing a stake of 11,372 shares — an estimated $227K sold.

Kapitalo Investimentos first reported a position in FRSH in Q3 2023 and held it in 1 quarter. The position peaked at $227K in Q3 2023. 239 funds tracked by Wall St. Rank hold FRSH as of Q4 2023.

  • Kapitalo Investimentos reported no remaining Freshworks position as of Q4 2023 after selling out during the quarter.
  • Kapitalo Investimentos sold 11,372 Freshworks shares in Q4 2023, an estimated $227K.
  • Kapitalo Investimentos first reported a position in Freshworks in Q3 2023 and held it in 1 quarter.
  • Kapitalo Investimentos's Freshworks position peaked at $227K in Q3 2023.
  • 239 funds tracked by Wall St. Rank held Freshworks as of Q4 2023.

Based on Kapitalo Investimentos's 13F filing for Q4 2023, filed 29 Mar 2024.