KRW
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Kaufman Rossin Wealth’s Freshworks FRSH Stock Holding History

Kaufman Rossin Wealth’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 		$140K Buy
+13,499
New +$120K 0.07% 106

Other funds holding FRSH

WCM
WestBridge Capital Management Trianon, Mauritius $79.5M AUM 32.13% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
LC
Lavelle Capital San Francisco, California $232M AUM
HIM
Herald Investment Management London, United Kingdom $737M AUM 158.15% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
PFSRSONJ
Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
NAM
NorthCrest Asset Manangement Plymouth, Minnesota $3.89B AUM 40.33% 1-Year Est. Return

Kaufman Rossin Wealth's FRSH Position: Q2 2026 in Review

Kaufman Rossin Wealth opened a new position in Freshworks (FRSH) in Q2 2026: 13,499 shares worth $140K. The stake represents 0.07% of the portfolio and ranks #106 among its holdings.

49 funds tracked by Wall St. Rank hold FRSH as of Q2 2026.

  • Kaufman Rossin Wealth held 13,499 shares of Freshworks worth $140K as of Q2 2026.
  • Freshworks was a new Kaufman Rossin Wealth position in Q2 2026.
  • Freshworks made up 0.07% of Kaufman Rossin Wealth's portfolio in Q2 2026, its #106 holding.
  • 49 funds tracked by Wall St. Rank held Freshworks as of Q2 2026.

Based on Kaufman Rossin Wealth's 13F filing for Q2 2026, filed 16 Jul 2026.