Mackenzie Financial’s Freshworks FRSH Stock Holding History

Mackenzie 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 Q1	–	Sell	-267,277	Closed	-$3.29M	–	1539
2025 Q4	$3.29M	Buy	267,277 +32,914	+14%	+$389K	﹤0.01%	730
2025 Q3	$2.76M	Buy	234,363 +126,584	+117%	+$1.71M	﹤0.01%	753
2025 Q2	$1.61M	Buy	107,779 +56,258	+109%	+$811K	﹤0.01%	870
2025 Q1	$727K	Buy	51,521 +38,373	+292%	+$643K	﹤0.01%	1073
2024 Q4	$213K	Hold	13,148	–	–	﹤0.01%	1540
2024 Q3	$151K	Buy	13,148 +2,830	+27%	+$33.9K	﹤0.01%	1434
2024 Q2	$131K	Hold	10,318	–	–	﹤0.01%	1406
2024 Q1	$188K	Hold	10,318	–	–	﹤0.01%	1358
2023 Q4	$242K	Hold	10,318	–	–	﹤0.01%	1246
2023 Q3	$192K	Hold	10,318	–	–	﹤0.01%	1284
2023 Q2	$182K	Buy	+10,318	New	+$155K	﹤0.01%	1351

Other funds holding FRSH

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Alphabet Inc Mountain View, California $99.1B AUM 124.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

PXPO

Peak XV Partners Operations Trianon, Mauritius $176M AUM 70.09% 1-Year Est. Return

WCM

WestBridge Capital Management Trianon, Mauritius $79.5M AUM 32.13% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Alyeska Investment Group Chicago, Illinois $38.9B AUM 28.51% 1-Year Est. Return

TCM

Topline Capital Management Santa Monica, California $386M AUM 2.37% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Mackenzie Financial's FRSH Position: Q1 2026 in Review

Mackenzie Financial sold out of Freshworks (FRSH) in Q1 2026, closing a stake of 267,277 shares — an estimated $3.29M sold.

Mackenzie Financial first reported a position in FRSH in Q2 2023 and held it in 11 quarters. The position peaked at $3.29M in Q4 2025. 330 funds tracked by Wall St. Rank hold FRSH as of Q1 2026.

Mackenzie Financial reported no remaining Freshworks position as of Q1 2026 after selling out during the quarter.
Mackenzie Financial sold 267,277 Freshworks shares in Q1 2026, an estimated $3.29M.
Mackenzie Financial first reported a position in Freshworks in Q2 2023 and held it in 11 quarters.
Mackenzie Financial's Freshworks position peaked at $3.29M in Q4 2025.
330 funds tracked by Wall St. Rank held Freshworks as of Q1 2026.

Based on Mackenzie Financial's 13F filing for Q1 2026, filed 13 May 2026.