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Oak Harvest Investment Services’s Freshworks FRSH Stock Holding History

Oak Harvest Investment Services’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
2025
Q4 		– Sell
-182,482
Closed -$2.15M – 177
2025
Q3 		$2.15M Sell
182,482
-23,148
-11% -$312K 0.25% 95
2025
Q2 		$3.07M Buy
205,630
+130,630
+174% +$1.88M 0.38% 79
2025
Q1 		$1.06M Buy
+75,000
New +$1.26M 0.15% 95

Other funds holding FRSH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AI
Alphabet Inc Mountain View, California $4.02B AUM 215.74% 1-Year Est. Return
PXPO
Peak XV Partners Operations Trianon, Mauritius $110M AUM 43.09% 1-Year Est. Return
WCM
WestBridge Capital Management Trianon, Mauritius $79.5M AUM 32.13% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
TCM
Topline Capital Management Santa Monica, California $605M AUM 26.24% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Oak Harvest Investment Services's FRSH Position: Q4 2025 in Review

Oak Harvest Investment Services sold out of Freshworks (FRSH) in Q4 2025, closing a stake of 182,482 shares — an estimated $2.15M sold.

Oak Harvest Investment Services first reported a position in FRSH in Q1 2025 and held it in 3 quarters. The position peaked at $3.07M in Q2 2025. 328 funds tracked by Wall St. Rank hold FRSH as of Q4 2025.

  • Oak Harvest Investment Services reported no remaining Freshworks position as of Q4 2025 after selling out during the quarter.
  • Oak Harvest Investment Services sold 182,482 Freshworks shares in Q4 2025, an estimated $2.15M.
  • Oak Harvest Investment Services first reported a position in Freshworks in Q1 2025 and held it in 3 quarters.
  • Oak Harvest Investment Services's Freshworks position peaked at $3.07M in Q2 2025.
  • 328 funds tracked by Wall St. Rank held Freshworks as of Q4 2025.

Based on Oak Harvest Investment Services's 13F filing for Q4 2025, filed 27 Jan 2026.