Petrus Trust Company’s Freshworks FRSH Stock Holding History

Petrus Trust Company’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	-17,005	Closed	-$200K	–	71
2025 Q3	$200K	Sell	17,005 -13,443	-44%	-$181K	0.02%	108
2025 Q2	$454K	Buy	30,448 +5,482	+22%	+$79K	0.05%	144
2025 Q1	$352K	Buy	24,966 +12,514	+100%	+$210K	0.03%	335
2024 Q4	$201K	Sell	12,452 -47,724	-79%	-$678K	0.02%	549
2024 Q3	$691K	Hold	60,176	–	–	0.07%	101
2024 Q2	$764K	Buy	60,176 +22,384	+59%	+$335K	0.07%	78
2024 Q1	$688K	Buy	+37,792	New	+$782K	0.06%	101
2023 Q4	–	Sell	-15,968	Closed	-$318K	–	651
2023 Q3	$318K	Buy	+15,968	New	+$317K	0.03%	368
2023 Q2	–	Sell	-21,497	Closed	-$330K	–	644
2023 Q1	$330K	Buy	+21,497	New	+$326K	0.04%	251

Other funds holding FRSH

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 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 Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Petrus Trust Company's FRSH Position: Q4 2025 in Review

Petrus Trust Company sold out of Freshworks (FRSH) in Q4 2025, closing a stake of 17,005 shares — an estimated $200K sold.

Petrus Trust Company first reported a position in FRSH in Q1 2023 and held it in 9 quarters. The position peaked at $764K in Q2 2024. 328 funds tracked by Wall St. Rank hold FRSH as of Q4 2025.

Petrus Trust Company reported no remaining Freshworks position as of Q4 2025 after selling out during the quarter.
Petrus Trust Company sold 17,005 Freshworks shares in Q4 2025, an estimated $200K.
Petrus Trust Company first reported a position in Freshworks in Q1 2023 and held it in 9 quarters.
Petrus Trust Company's Freshworks position peaked at $764K in Q2 2024.
328 funds tracked by Wall St. Rank held Freshworks as of Q4 2025.

Based on Petrus Trust Company's 13F filing for Q4 2025, filed 17 Feb 2026.