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Moody National Bank Trust Division’s Freshworks FRSH Stock Holding History

Moody National Bank Trust Division’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 		– Sell
-46,013
Closed -$369K – 521
2026
Q1 		$369K Sell
46,013
-682
-1% -$6.29K 0.04% 382
2025
Q4 		$572K Buy
46,695
+1,823
+4% +$21.5K 0.06% 321
2025
Q3 		$528K Buy
+44,872
New +$604K 0.04% 340
2024
Q3 		– Sell
-11,380
Closed -$144K – 472
2024
Q2 		$144K Buy
+11,380
New +$170K 0.01% 437

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
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
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
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
PFSRSONJ
Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return

Moody National Bank Trust Division's FRSH Position: Q2 2026 in Review

Moody National Bank Trust Division sold out of Freshworks (FRSH) in Q2 2026, closing a stake of 46,013 shares — an estimated $369K sold.

Moody National Bank Trust Division first reported a position in FRSH in Q2 2024 and held it in 4 quarters. The position peaked at $572K in Q4 2025. 70 funds tracked by Wall St. Rank hold FRSH as of Q2 2026.

  • Moody National Bank Trust Division reported no remaining Freshworks position as of Q2 2026 after selling out during the quarter.
  • Moody National Bank Trust Division sold 46,013 Freshworks shares in Q2 2026, an estimated $369K.
  • Moody National Bank Trust Division first reported a position in Freshworks in Q2 2024 and held it in 4 quarters.
  • Moody National Bank Trust Division's Freshworks position peaked at $572K in Q4 2025.
  • 70 funds tracked by Wall St. Rank held Freshworks as of Q2 2026.

Based on Moody National Bank Trust Division's 13F filing for Q2 2026, filed 7 Jul 2026.