KF
FRSH icon

Krilogy Financial’s Freshworks FRSH Stock Holding History

Krilogy Financial’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 		$528K Buy
52,137
+23,541
+82% +$210K 0.02% 618
2026
Q1 		$241K Buy
28,596
+17,958
+169% +$166K 0.01% 823
2025
Q4 		$128K Buy
+10,638
New +$126K ﹤0.01% 897

Other funds holding FRSH

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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

Krilogy Financial's FRSH Position: Q2 2026 in Review

Krilogy Financial increased its Freshworks (FRSH) stake by 82% in Q2 2026, buying an estimated $210K and bringing the position to 52,137 shares worth $528K. The position accounts for 0.02% of the portfolio, ranked #618.

Krilogy Financial first reported a position in FRSH in Q4 2025 and has held it in 3 quarters since. 343 funds tracked by Wall St. Rank hold FRSH as of Q2 2026.

  • Krilogy Financial held 52,137 shares of Freshworks worth $528K as of Q2 2026.
  • Krilogy Financial bought 23,541 Freshworks shares in Q2 2026, an estimated $210K.
  • Freshworks made up 0.02% of Krilogy Financial's portfolio in Q2 2026, its #618 holding.
  • Krilogy Financial first reported a position in Freshworks in Q4 2025 and has held it in 3 quarters since.
  • 343 funds tracked by Wall St. Rank held Freshworks as of Q2 2026.

Based on Krilogy Financial's 13F filing for Q2 2026, filed 27 Jul 2026.