Oak Associates’s Freshworks FRSH Stock Holding History

Oak Associates’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	$367K	Buy	36,297 +20,421	+129%	+$182K	0.02%	127
2026 Q1	$127K	Buy	+15,876	New	+$146K	0.01%	140

Other funds holding FRSH

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Alphabet Inc Mountain View, California $99.1B AUM 124.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

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 Miami, Florida $875B AUM 40.89% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Oak Associates's FRSH Position: Q2 2026 in Review

Oak Associates increased its Freshworks (FRSH) stake by 129% in Q2 2026, buying an estimated $182K and bringing the position to 36,297 shares worth $367K. The position accounts for 0.02% of the portfolio, ranked #127.

Oak Associates first reported a position in FRSH in Q1 2026 and has held it in 2 quarters since. 343 funds tracked by Wall St. Rank hold FRSH as of Q2 2026.

Oak Associates held 36,297 shares of Freshworks worth $367K as of Q2 2026.
Oak Associates bought 20,421 Freshworks shares in Q2 2026, an estimated $182K.
Freshworks made up 0.02% of Oak Associates's portfolio in Q2 2026, its #127 holding.
Oak Associates first reported a position in Freshworks in Q1 2026 and has held it in 2 quarters since.
343 funds tracked by Wall St. Rank held Freshworks as of Q2 2026.

Based on Oak Associates's 13F filing for Q2 2026, filed 14 Aug 2026.