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LRI Investments’s Freshworks FRSH Stock Holding History

LRI Investments’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 		$20 Buy
+2
New +$18 ﹤0.01% 1942

Other funds holding FRSH

WCM
WestBridge Capital Management Trianon, Mauritius $79.5M AUM 32.13% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
IWM
Inlight Wealth Management Atlanta, Georgia $315M AUM 26.98% 1-Year Est. Return
LC
Lavelle Capital San Francisco, California $232M AUM
HIM
Herald Investment Management London, United Kingdom $737M AUM 158.15% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
SO
STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
PFSRSONJ
Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return

LRI Investments's FRSH Position: Q2 2026 in Review

LRI Investments opened a new position in Freshworks (FRSH) in Q2 2026: 2 shares worth $20. The stake represents ﹤0.01% of the portfolio and ranks #1942 among its holdings.

75 funds tracked by Wall St. Rank hold FRSH as of Q2 2026.

  • LRI Investments held 2 shares of Freshworks worth $20 as of Q2 2026.
  • Freshworks was a new LRI Investments position in Q2 2026.
  • Freshworks made up ﹤0.01% of LRI Investments's portfolio in Q2 2026, its #1942 holding.
  • 75 funds tracked by Wall St. Rank held Freshworks as of Q2 2026.

Based on LRI Investments's 13F filing for Q2 2026, filed 14 Jul 2026.