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Oppenheimer & Co’s Freshworks FRSH Stock Holding History

Oppenheimer & Co’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
-11,900
Closed -$140K – 1642
2025
Q3 		$140K Hold
11,900
– – ﹤0.01% 1589
2025
Q2 		$177K Hold
11,900
– – ﹤0.01% 1519
2025
Q1 		$168K Buy
+11,900
New +$199K ﹤0.01% 1476
2024
Q4 		– Sell
-18,600
Closed -$214K – 1589
2024
Q3 		$214K Sell
18,600
-2,300
-11% -$27.6K ﹤0.01% 1380
2024
Q2 		$265K Sell
20,900
-3,500
-14% -$52.4K ﹤0.01% 1237
2024
Q1 		$444K Buy
+24,400
New +$505K 0.01% 1035

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

Oppenheimer & Co's FRSH Position: Q4 2025 in Review

Oppenheimer & Co sold out of Freshworks (FRSH) in Q4 2025, closing a stake of 11,900 shares — an estimated $140K sold.

Oppenheimer & Co first reported a position in FRSH in Q1 2024 and held it in 6 quarters. The position peaked at $444K in Q1 2024. 328 funds tracked by Wall St. Rank hold FRSH as of Q4 2025.

  • Oppenheimer & Co reported no remaining Freshworks position as of Q4 2025 after selling out during the quarter.
  • Oppenheimer & Co sold 11,900 Freshworks shares in Q4 2025, an estimated $140K.
  • Oppenheimer & Co first reported a position in Freshworks in Q1 2024 and held it in 6 quarters.
  • Oppenheimer & Co's Freshworks position peaked at $444K in Q1 2024.
  • 328 funds tracked by Wall St. Rank held Freshworks as of Q4 2025.

Based on Oppenheimer & Co's 13F filing for Q4 2025, filed 2 Feb 2026.