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Private Trust Company’s Freshworks FRSH Stock Holding History

Private 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
2026
Q1 		– Sell
-510
Closed -$6.25K – 2638
2025
Q4 		$6.25K Buy
+510
New +$6.03K ﹤0.01% 2092

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WCM
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Vanguard Capital Management
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Alyeska Investment Group
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TCM
Topline Capital Management Santa Monica, California $386M AUM 2.37% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Private Trust Company's FRSH Position: Q1 2026 in Review

Private Trust Company sold out of Freshworks (FRSH) in Q1 2026, closing a stake of 510 shares — an estimated $6.25K sold.

Private Trust Company first reported a position in FRSH in Q4 2025 and held it in 1 quarter. The position peaked at $6.25K in Q4 2025. 330 funds tracked by Wall St. Rank hold FRSH as of Q1 2026.

  • Private Trust Company reported no remaining Freshworks position as of Q1 2026 after selling out during the quarter.
  • Private Trust Company sold 510 Freshworks shares in Q1 2026, an estimated $6.25K.
  • Private Trust Company first reported a position in Freshworks in Q4 2025 and held it in 1 quarter.
  • Private Trust Company's Freshworks position peaked at $6.25K in Q4 2025.
  • 330 funds tracked by Wall St. Rank held Freshworks as of Q1 2026.

Based on Private Trust Company's 13F filing for Q1 2026, filed 30 Apr 2026.