PIM
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Plato Investment Management’s Freshworks FRSH Stock Holding History

Plato Investment Management’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 		– Sell
-45
Closed -$362 – 530
2026
Q1 		$362 Hold
45
– – ﹤0.01% 515
2025
Q4 		$554 Hold
45
– – ﹤0.01% 511
2025
Q3 		$526 Hold
45
– – ﹤0.01% 514
2025
Q2 		$668 Buy
45
+3
+7% +$43 ﹤0.01% 513
2025
Q1 		$599 Hold
42
– – ﹤0.01% 526
2024
Q4 		$682 Hold
42
– – ﹤0.01% 584
2024
Q3 		$482 Buy
+42
New +$503 ﹤0.01% 544
2024
Q2 		– Sell
-42
Closed -$765 – 503
2024
Q1 		$765 Hold
42
– – ﹤0.01% 483
2023
Q4 		$986 Buy
+42
New +$831 ﹤0.01% 445

Other funds holding FRSH

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
AI
Alphabet Inc Mountain View, California $99.1B AUM 124.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Vanguard Capital Management
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
Citadel Advisors Miami, Florida $875B AUM 40.89% 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

Plato Investment Management's FRSH Position: Q2 2026 in Review

Plato Investment Management sold out of Freshworks (FRSH) in Q2 2026, closing a stake of 45 shares — an estimated $362 sold.

Plato Investment Management first reported a position in FRSH in Q4 2023 and held it in 9 quarters. The position peaked at $986 in Q4 2023. 343 funds tracked by Wall St. Rank hold FRSH as of Q2 2026.

  • Plato Investment Management reported no remaining Freshworks position as of Q2 2026 after selling out during the quarter.
  • Plato Investment Management sold 45 Freshworks shares in Q2 2026, an estimated $362.
  • Plato Investment Management first reported a position in Freshworks in Q4 2023 and held it in 9 quarters.
  • Plato Investment Management's Freshworks position peaked at $986 in Q4 2023.
  • 343 funds tracked by Wall St. Rank held Freshworks as of Q2 2026.

Based on Plato Investment Management's 13F filing for Q2 2026, filed 7 Aug 2026.