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MassMutual Private Wealth & Trust’s Freshworks FRSH Stock Holding History

MassMutual Private Wealth & Trust’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 		$14.7K Hold
1,455
– – ﹤0.01% 1235
2026
Q1 		$11.7K Buy
1,455
+1,430
+5,720% +$13.2K ﹤0.01% 1307
2025
Q4 		$306 Sell
25
-220
-90% -$2.6K ﹤0.01% 2294
2025
Q3 		$2.88K Buy
245
+25
+11% +$337 ﹤0.01% 1879
2025
Q2 		$3.28K Sell
220
-72
-25% -$1.04K ﹤0.01% 1790
2025
Q1 		$4.12K Buy
+292
New +$4.89K ﹤0.01% 1673

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
Citigroup
Citigroup New York $303B AUM 53.02% 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
Walleye Capital
Walleye Capital New York $28B AUM 44.22% 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

MassMutual Private Wealth & Trust's FRSH Position: Q2 2026 in Review

MassMutual Private Wealth & Trust held its Freshworks (FRSH) position steady in Q2 2026 at 1,455 shares worth $14.7K. The position accounts for ﹤0.01% of the portfolio, ranked #1235.

MassMutual Private Wealth & Trust first reported a position in FRSH in Q1 2025 and has held it in 6 quarters since. 80 funds tracked by Wall St. Rank hold FRSH as of Q2 2026.

  • MassMutual Private Wealth & Trust held 1,455 shares of Freshworks worth $14.7K as of Q2 2026.
  • MassMutual Private Wealth & Trust left its Freshworks share count unchanged in Q2 2026.
  • Freshworks made up ﹤0.01% of MassMutual Private Wealth & Trust's portfolio in Q2 2026, its #1235 holding.
  • MassMutual Private Wealth & Trust first reported a position in Freshworks in Q1 2025 and has held it in 6 quarters since.
  • 80 funds tracked by Wall St. Rank held Freshworks as of Q2 2026.

Based on MassMutual Private Wealth & Trust's 13F filing for Q2 2026, filed 2 Jul 2026.