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PFS Investments’s Freshworks FRSH Stock Holding History

PFS Investments’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
2023
Q2 		$254K Buy
14,421
+1,395
+11% +$21K ﹤0.01% 466
2023
Q1 		$193K Buy
+13,026
New +$197K ﹤0.01% 488
2022
Q1 		– Sell
-33,133
Closed -$870K – 420
2021
Q4 		$870K Buy
+33,133
New +$1.2M 0.02% 347

Other funds holding FRSH

WCM
WestBridge Capital Management Trianon, Mauritius $79.5M AUM 32.13% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
WA
WFM Asia Road Town, Tortola, British Virgin Islands $663M AUM 15.46% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 1-Year Est. Return
SCM
Steadview Capital Management London, United Kingdom $333M AUM 62.08% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
AI
Alphabet Inc Mountain View, California $99.1B AUM 124.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

PFS Investments's FRSH Position: Q2 2023 in Review

PFS Investments increased its Freshworks (FRSH) stake by 11% in Q2 2023, buying an estimated $21K and bringing the position to 14,421 shares worth $254K. The position accounts for ﹤0.01% of the portfolio, ranked #466.

PFS Investments first reported a position in FRSH in Q4 2021 and has held it in 3 quarters since. The position peaked at $870K in Q4 2021. 183 funds tracked by Wall St. Rank hold FRSH as of Q2 2023.

  • PFS Investments held 14,421 shares of Freshworks worth $254K as of Q2 2023.
  • PFS Investments bought 1,395 Freshworks shares in Q2 2023, an estimated $21K.
  • Freshworks made up ﹤0.01% of PFS Investments's portfolio in Q2 2023, its #466 holding.
  • PFS Investments first reported a position in Freshworks in Q4 2021 and has held it in 3 quarters since.
  • PFS Investments's Freshworks position peaked at $870K in Q4 2021.
  • 183 funds tracked by Wall St. Rank held Freshworks as of Q2 2023.

Based on PFS Investments's 13F filing for Q2 2023, filed 14 Aug 2023.