Krilogy Financial
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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
Q3 		$615K Sell
44,147
-7,990
-15% -$95.2K 0.02% 593
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

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Bailard
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NorthCrest Asset Manangement
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HB Wealth Management
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Sterling Capital Management
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Evergreen Capital Management
Evergreen Capital Management Bellevue, Washington $5.65B AUM 21.62% 1-Year Est. Return
Hennion & Walsh Asset Management
Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return

Krilogy Financial's FRSH Position: Q3 2026 in Review

Krilogy Financial reduced its Freshworks (FRSH) stake by 15% in Q3 2026, selling an estimated $95.2K and leaving 44,147 shares worth $615K. The position accounts for 0.02% of the portfolio, ranked #593.

Krilogy Financial first reported a position in FRSH in Q4 2025 and has held it in 4 quarters since. 42 funds tracked by Wall St. Rank hold FRSH as of Q3 2026.

  • Krilogy Financial held 44,147 shares of Freshworks worth $615K as of Q3 2026.
  • Krilogy Financial sold 7,990 Freshworks shares in Q3 2026, an estimated $95.2K.
  • Freshworks made up 0.02% of Krilogy Financial's portfolio in Q3 2026, its #593 holding.
  • Krilogy Financial first reported a position in Freshworks in Q4 2025 and has held it in 4 quarters since.
  • 42 funds tracked by Wall St. Rank held Freshworks as of Q3 2026.

Based on Krilogy Financial's 13F filing for Q3 2026, filed 13 Oct 2026.