Lavelle Capital
FRSH icon

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
Q3 		$2.68M Buy
209,845
+5,670
+3% +$67.6K 1.4% 14
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 $6.79T AUM 37.06% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $234B AUM 43.58% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Alphabet Inc
Alphabet Inc Mountain View, California $88.3B AUM 46.07% 1-Year Est. Return
Haveli Investment Management
Haveli Investment Management Austin, Texas $427M AUM 33.3% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
WestBridge Capital Management
WestBridge Capital Management Trianon, Mauritius $90.1M AUM 8.67% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Jupiter Asset Management
Jupiter Asset Management London, United Kingdom $21.4B AUM 19.74% 1-Year Est. Return

Lavelle Capital's FRSH Position: Q3 2026 in Review

Lavelle Capital increased its Freshworks (FRSH) stake by 2.8% in Q3 2026, buying an estimated $67.6K and bringing the position to 209,845 shares worth $2.68M. The position accounts for 1.4% of the portfolio, ranked #14.

Lavelle Capital first reported a position in FRSH in Q4 2025 and has held it in 4 quarters since. 272 funds tracked by Wall St. Rank hold FRSH as of Q3 2026.

  • Lavelle Capital held 209,845 shares of Freshworks worth $2.68M as of Q3 2026.
  • Lavelle Capital bought 5,670 Freshworks shares in Q3 2026, an estimated $67.6K.
  • Freshworks made up 1.4% of Lavelle Capital's portfolio in Q3 2026, its #14 holding.
  • Lavelle Capital first reported a position in Freshworks in Q4 2025 and has held it in 4 quarters since.
  • 272 funds tracked by Wall St. Rank held Freshworks as of Q3 2026.

Based on Lavelle Capital's 13F filing for Q3 2026, filed 3 Nov 2026.