LSAG
FRSH icon

Lake Street Advisors Group’s Freshworks FRSH Stock Holding History

Lake Street Advisors Group’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
2024
Q4 		– Sell
-686,812
Closed -$7.88M – 660
2024
Q3 		$7.88M Sell
686,812
-132
-0% -$1.58K 0.36% 47
2024
Q2 		$8.72M Buy
+686,944
New +$10.3M 0.42% 45

Other funds holding FRSH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AI
Alphabet Inc Mountain View, California $4.02B AUM 215.74% 1-Year Est. Return
PXPO
Peak XV Partners Operations Trianon, Mauritius $110M AUM 43.09% 1-Year Est. Return
WCM
WestBridge Capital Management Trianon, Mauritius $79.5M AUM 32.13% 1-Year Est. Return
WA
WFM Asia Road Town, Tortola, British Virgin Islands $632M AUM 14.51% 1-Year Est. Return
EC
Eminence Capital New York $4.36B AUM 3.1% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Lake Street Advisors Group's FRSH Position: Q4 2024 in Review

Lake Street Advisors Group sold out of Freshworks (FRSH) in Q4 2024, closing a stake of 686,812 shares — an estimated $7.88M sold.

Lake Street Advisors Group first reported a position in FRSH in Q2 2024 and held it in 2 quarters. The position peaked at $8.72M in Q2 2024. 279 funds tracked by Wall St. Rank hold FRSH as of Q4 2024.

  • Lake Street Advisors Group reported no remaining Freshworks position as of Q4 2024 after selling out during the quarter.
  • Lake Street Advisors Group sold 686,812 Freshworks shares in Q4 2024, an estimated $7.88M.
  • Lake Street Advisors Group first reported a position in Freshworks in Q2 2024 and held it in 2 quarters.
  • Lake Street Advisors Group's Freshworks position peaked at $8.72M in Q2 2024.
  • 279 funds tracked by Wall St. Rank held Freshworks as of Q4 2024.

Based on Lake Street Advisors Group's 13F filing for Q4 2024, filed 4 Feb 2025.