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
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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VPM
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PXPO
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WCM
WestBridge Capital Management Trianon, Mauritius $79.5M AUM 32.13% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Alyeska Investment Group
Alyeska Investment Group Chicago, Illinois $35.4B AUM 33.54% 1-Year Est. Return
TCM
Topline Capital Management Santa Monica, California $605M AUM 26.24% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Krilogy Financial's FRSH Position: Q1 2026 in Review

Krilogy Financial increased its Freshworks (FRSH) stake by 169% in Q1 2026, buying an estimated $166K and bringing the position to 28,596 shares worth $241K. The position accounts for 0.01% of the portfolio, ranked #823.

Krilogy Financial first reported a position in FRSH in Q4 2025 and has held it in 2 quarters since. 327 funds tracked by Wall St. Rank hold FRSH as of Q1 2026.

  • Krilogy Financial held 28,596 shares of Freshworks worth $241K as of Q1 2026.
  • Krilogy Financial bought 17,958 Freshworks shares in Q1 2026, an estimated $166K.
  • Freshworks made up 0.01% of Krilogy Financial's portfolio in Q1 2026, its #823 holding.
  • Krilogy Financial first reported a position in Freshworks in Q4 2025 and has held it in 2 quarters since.
  • 327 funds tracked by Wall St. Rank held Freshworks as of Q1 2026.

Based on Krilogy Financial's 13F filing for Q1 2026, filed 17 Apr 2026.