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Larson Financial Group’s Freshworks FRSH Stock Holding History

Larson Financial 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
2026
Q1 		$3.25K Buy
+405
New +$3.74K ﹤0.01% 2790
2025
Q2 		– Sell
-104
Closed -$1.47K – 3357
2025
Q1 		$1.47K Buy
104
+78
+300% +$1.31K ﹤0.01% 2270
2024
Q4 		$420 Buy
+26
New +$369 ﹤0.01% 2249

Other funds holding FRSH

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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
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
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

Larson Financial Group's FRSH Position: Q1 2026 in Review

Larson Financial Group opened a new position in Freshworks (FRSH) in Q1 2026: 405 shares worth $3.25K. The stake represents ﹤0.01% of the portfolio and ranks #2790 among its holdings. This is a return to the name: Larson Financial Group previously reported a position in FRSH as recently as Q1 2025.

Larson Financial Group first reported a position in FRSH in Q4 2024 and has held it in 3 quarters since. 328 funds tracked by Wall St. Rank hold FRSH as of Q1 2026.

  • Larson Financial Group held 405 shares of Freshworks worth $3.25K as of Q1 2026.
  • Freshworks was a new Larson Financial Group position in Q1 2026.
  • Freshworks made up ﹤0.01% of Larson Financial Group's portfolio in Q1 2026, its #2790 holding.
  • Larson Financial Group first reported a position in Freshworks in Q4 2024 and has held it in 3 quarters since.
  • 328 funds tracked by Wall St. Rank held Freshworks as of Q1 2026.

Based on Larson Financial Group's 13F filing for Q1 2026, filed 15 May 2026.