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Mark Sheptoff Financial Planning’s Freshworks FRSH Stock Holding History

Mark Sheptoff Financial Planning’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
2025
Q3 		– Sell
-113
Closed -$1.69K – 509
2025
Q2 		$1.69K Buy
+113
New +$1.63K ﹤0.01% 479

Other funds holding FRSH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AI
Alphabet Inc Mountain View, California $4.02B AUM 215.74% 1-Year Est. Return
PXPO
Peak XV Partners Operations Trianon, Mauritius $110M AUM 43.09% 1-Year Est. Return
WCM
WestBridge Capital Management Trianon, Mauritius $79.5M AUM 32.13% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Mark Sheptoff Financial Planning's FRSH Position: Q3 2025 in Review

Mark Sheptoff Financial Planning sold out of Freshworks (FRSH) in Q3 2025, closing a stake of 113 shares — an estimated $1.69K sold.

Mark Sheptoff Financial Planning first reported a position in FRSH in Q2 2025 and held it in 1 quarter. The position peaked at $1.69K in Q2 2025. 315 funds tracked by Wall St. Rank hold FRSH as of Q3 2025.

  • Mark Sheptoff Financial Planning reported no remaining Freshworks position as of Q3 2025 after selling out during the quarter.
  • Mark Sheptoff Financial Planning sold 113 Freshworks shares in Q3 2025, an estimated $1.69K.
  • Mark Sheptoff Financial Planning first reported a position in Freshworks in Q2 2025 and held it in 1 quarter.
  • Mark Sheptoff Financial Planning's Freshworks position peaked at $1.69K in Q2 2025.
  • 315 funds tracked by Wall St. Rank held Freshworks as of Q3 2025.

Based on Mark Sheptoff Financial Planning's 13F filing for Q3 2025, filed 13 Nov 2025.