Pathstone Holdings’s Freshworks FRSH Stock Holding History

Pathstone Holdings’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	$473K	Sell	46,726 -6,545	-12%	-$58.3K	﹤0.01%	1893
2026 Q1	$428K	Buy	53,271 +1,078	+2%	+$9.95K	﹤0.01%	1821
2025 Q4	$639K	Sell	52,193 -12,138	-19%	-$143K	﹤0.01%	1641
2025 Q3	$757K	Sell	64,331 -1,104	-2%	-$14.9K	﹤0.01%	1565
2025 Q2	$976K	Sell	65,435 -7,504	-10%	-$108K	﹤0.01%	1407
2025 Q1	$1.03M	Sell	72,939 -17,005	-19%	-$285K	﹤0.01%	1373
2024 Q4	$1.45M	Buy	89,944 +9,813	+12%	+$139K	0.01%	1159
2024 Q3	$920K	Buy	80,131 +5,467	+7%	+$65.5K	﹤0.01%	1413
2024 Q2	$947K	Buy	74,664 +36,051	+93%	+$539K	﹤0.01%	1366
2024 Q1	$703K	Buy	+38,613	New	+$799K	﹤0.01%	1511

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 40.91% 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

Pathstone Holdings's FRSH Position: Q2 2026 in Review

Pathstone Holdings reduced its Freshworks (FRSH) stake by 12% in Q2 2026, selling an estimated $58.3K and leaving 46,726 shares worth $473K. The position accounts for ﹤0.01% of the portfolio, ranked #1893.

Pathstone Holdings first reported a position in FRSH in Q1 2024 and has held it in 10 quarters since. The position peaked at $1.45M in Q4 2024. 342 funds tracked by Wall St. Rank hold FRSH as of Q2 2026.

Pathstone Holdings held 46,726 shares of Freshworks worth $473K as of Q2 2026.
Pathstone Holdings sold 6,545 Freshworks shares in Q2 2026, an estimated $58.3K.
Freshworks made up ﹤0.01% of Pathstone Holdings's portfolio in Q2 2026, its #1893 holding.
Pathstone Holdings first reported a position in Freshworks in Q1 2024 and has held it in 10 quarters since.
Pathstone Holdings's Freshworks position peaked at $1.45M in Q4 2024.
342 funds tracked by Wall St. Rank held Freshworks as of Q2 2026.

Based on Pathstone Holdings's 13F filing for Q2 2026, filed 13 Aug 2026.