MFG
FRSH icon

Merit Financial Group’s Freshworks FRSH Stock Holding History

Merit Financial Group’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 		$1.15M Buy
114,128
+84,829
+290% +$755K 0.01% 1014
2026
Q1 		$235K Buy
29,299
+9,232
+46% +$85.2K ﹤0.01% 1812
2025
Q4 		$246K Buy
+20,067
New +$237K ﹤0.01% 1682

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
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
NAM
NorthCrest Asset Manangement Plymouth, Minnesota $3.89B AUM 40.33% 1-Year Est. Return
WA
Waddell & Associates Memphis, Tennessee $2.02B AUM 36.49% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

Merit Financial Group's FRSH Position: Q2 2026 in Review

Merit Financial Group increased its Freshworks (FRSH) stake by 290% in Q2 2026, buying an estimated $755K and bringing the position to 114,128 shares worth $1.15M. The position accounts for 0.01% of the portfolio, ranked #1014.

Merit Financial Group first reported a position in FRSH in Q4 2025 and has held it in 3 quarters since. 33 funds tracked by Wall St. Rank hold FRSH as of Q2 2026.

  • Merit Financial Group held 114,128 shares of Freshworks worth $1.15M as of Q2 2026.
  • Merit Financial Group bought 84,829 Freshworks shares in Q2 2026, an estimated $755K.
  • Freshworks made up 0.01% of Merit Financial Group's portfolio in Q2 2026, its #1014 holding.
  • Merit Financial Group first reported a position in Freshworks in Q4 2025 and has held it in 3 quarters since.
  • 33 funds tracked by Wall St. Rank held Freshworks as of Q2 2026.

Based on Merit Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.