LPL Financial
FRSH icon

LPL Financial’s Freshworks FRSH Stock Holding History

LPL Financial’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 		$296K Buy
29,262
+1,758
+6% +$15.7K ﹤0.01% 5470
2026
Q1 		$221K Sell
27,504
-45,399
-62% -$419K ﹤0.01% 5426
2025
Q4 		$893K Sell
72,903
-10,477
-13% -$124K ﹤0.01% 4191
2025
Q3 		$981K Buy
83,380
+12,164
+17% +$164K ﹤0.01% 4019
2025
Q2 		$1.06M Buy
71,216
+7,797
+12% +$112K ﹤0.01% 3704
2025
Q1 		$895K Buy
63,419
+19,942
+46% +$334K ﹤0.01% 3654
2024
Q4 		$703K Buy
+43,477
New +$618K ﹤0.01% 3794
2024
Q2 		– Sell
-13,076
Closed -$238K – 5067
2024
Q1 		$238K Buy
13,076
+2,077
+19% +$43K ﹤0.01% 4370
2023
Q4 		$258K Sell
10,999
-387
-3% -$7.66K ﹤0.01% 4207
2023
Q3 		$227K Sell
11,386
-226
-2% -$4.49K ﹤0.01% 4140
2023
Q2 		$204K Buy
+11,612
New +$175K ﹤0.01% 4138

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
WCM
WestBridge Capital Management Trianon, Mauritius $79.5M AUM 32.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
GS
Gagnon Securities New York $519M AUM 44.91% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
GA
Gagnon Advisors New York $157M AUM 36.77% 1-Year Est. Return

LPL Financial's FRSH Position: Q2 2026 in Review

LPL Financial increased its Freshworks (FRSH) stake by 6.4% in Q2 2026, buying an estimated $15.7K and bringing the position to 29,262 shares worth $296K. The position accounts for ﹤0.01% of the portfolio, ranked #5470.

LPL Financial first reported a position in FRSH in Q2 2023 and has held it in 11 quarters since. The position peaked at $1.06M in Q2 2025. 130 funds tracked by Wall St. Rank hold FRSH as of Q2 2026.

  • LPL Financial held 29,262 shares of Freshworks worth $296K as of Q2 2026.
  • LPL Financial bought 1,758 Freshworks shares in Q2 2026, an estimated $15.7K.
  • Freshworks made up ﹤0.01% of LPL Financial's portfolio in Q2 2026, its #5470 holding.
  • LPL Financial first reported a position in Freshworks in Q2 2023 and has held it in 11 quarters since.
  • LPL Financial's Freshworks position peaked at $1.06M in Q2 2025.
  • 130 funds tracked by Wall St. Rank held Freshworks as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.