Lido Advisors
FRSH icon

Lido Advisors’s Freshworks FRSH Stock Holding History

Lido Advisors’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 		$108K Buy
10,665
+166
+2% +$1.48K ﹤0.01% 2031
2026
Q1 		$84.3K Buy
10,499
+93
+0.9% +$858 ﹤0.01% 1879
2025
Q4 		$122K Sell
10,406
-10,396
-50% -$123K ﹤0.01% 1829
2025
Q3 		$245K Buy
20,802
+10,299
+98% +$139K ﹤0.01% 1591
2025
Q2 		$157K Buy
+10,503
New +$151K ﹤0.01% 1548

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 40.91% 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

Lido Advisors's FRSH Position: Q2 2026 in Review

Lido Advisors increased its Freshworks (FRSH) stake by 1.6% in Q2 2026, buying an estimated $1.48K and bringing the position to 10,665 shares worth $108K. The position accounts for ﹤0.01% of the portfolio, ranked #2031.

Lido Advisors first reported a position in FRSH in Q2 2025 and has held it in 5 quarters since. The position peaked at $245K in Q3 2025. 342 funds tracked by Wall St. Rank hold FRSH as of Q2 2026.

  • Lido Advisors held 10,665 shares of Freshworks worth $108K as of Q2 2026.
  • Lido Advisors bought 166 Freshworks shares in Q2 2026, an estimated $1.48K.
  • Freshworks made up ﹤0.01% of Lido Advisors's portfolio in Q2 2026, its #2031 holding.
  • Lido Advisors first reported a position in Freshworks in Q2 2025 and has held it in 5 quarters since.
  • Lido Advisors's Freshworks position peaked at $245K in Q3 2025.
  • 342 funds tracked by Wall St. Rank held Freshworks as of Q2 2026.

Based on Lido Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.