MWM
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Mission Wealth Management’s Freshworks FRSH Stock Holding History

Mission Wealth Management’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 		$117K Buy
+11,582
New +$103K ﹤0.01% 1045

Other funds holding FRSH

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AI
Alphabet Inc Mountain View, California $99.1B AUM 124.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
HIM
Haveli Investment Management Austin, Texas $180M AUM
WCM
WestBridge Capital Management Trianon, Mauritius $79.5M AUM 32.13% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Mission Wealth Management's FRSH Position: Q2 2026 in Review

Mission Wealth Management opened a new position in Freshworks (FRSH) in Q2 2026: 11,582 shares worth $117K. The stake represents ﹤0.01% of the portfolio and ranks #1045 among its holdings.

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

  • Mission Wealth Management held 11,582 shares of Freshworks worth $117K as of Q2 2026.
  • Freshworks was a new Mission Wealth Management position in Q2 2026.
  • Freshworks made up ﹤0.01% of Mission Wealth Management's portfolio in Q2 2026, its #1045 holding.
  • 342 funds tracked by Wall St. Rank held Freshworks as of Q2 2026.

Based on Mission Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.