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Lavelle Capital’s Freshworks FRSH Stock Holding History

Lavelle Capital’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 		$2.07M Buy
204,175
+52,625
+35% +$469K 0.89% 16
2026
Q1 		$1.22M Sell
151,550
-8,825
-6% -$81.4K 0.76% 28
2025
Q4 		$1.96M Buy
+160,375
New +$1.89M 1.24% 17

Other funds holding FRSH

BlackRock
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

Lavelle Capital's FRSH Position: Q2 2026 in Review

Lavelle Capital increased its Freshworks (FRSH) stake by 35% in Q2 2026, buying an estimated $469K and bringing the position to 204,175 shares worth $2.07M. The position accounts for 0.89% of the portfolio, ranked #16.

Lavelle Capital 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.

  • Lavelle Capital held 204,175 shares of Freshworks worth $2.07M as of Q2 2026.
  • Lavelle Capital bought 52,625 Freshworks shares in Q2 2026, an estimated $469K.
  • Freshworks made up 0.89% of Lavelle Capital's portfolio in Q2 2026, its #16 holding.
  • Lavelle Capital 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 Lavelle Capital's 13F filing for Q2 2026, filed 22 Jul 2026.