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Rachor Investment Advisory Services’s Freshworks FRSH Stock Holding History

Rachor Investment Advisory Services’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
-425
Closed -$3.41K – 288
2026
Q1 		$3.41K Buy
425
+151
+55% +$1.39K ﹤0.01% 193
2025
Q4 		$3.36K Buy
+274
New +$3.24K ﹤0.01% 189

Other funds holding FRSH

WCM
WestBridge Capital Management Trianon, Mauritius $79.5M AUM 32.13% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
GS
Gagnon Securities New York $519M AUM 44.91% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
GA
Gagnon Advisors New York $157M AUM 36.77% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
GCP
GSA Capital Partners London, United Kingdom $1.59B AUM 39.81% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Universal-Beteiligungs- und Servicegesellschaft
Universal-Beteiligungs- und Servicegesellschaft Frankfurt Am Main, Germany $65.4B AUM 39.83% 1-Year Est. Return

Rachor Investment Advisory Services's FRSH Position: Q2 2026 in Review

Rachor Investment Advisory Services sold out of Freshworks (FRSH) in Q2 2026, closing a stake of 425 shares — an estimated $3.41K sold.

Rachor Investment Advisory Services first reported a position in FRSH in Q4 2025 and held it in 2 quarters. The position peaked at $3.41K in Q1 2026. 114 funds tracked by Wall St. Rank hold FRSH as of Q2 2026.

  • Rachor Investment Advisory Services reported no remaining Freshworks position as of Q2 2026 after selling out during the quarter.
  • Rachor Investment Advisory Services sold 425 Freshworks shares in Q2 2026, an estimated $3.41K.
  • Rachor Investment Advisory Services first reported a position in Freshworks in Q4 2025 and held it in 2 quarters.
  • Rachor Investment Advisory Services's Freshworks position peaked at $3.41K in Q1 2026.
  • 114 funds tracked by Wall St. Rank held Freshworks as of Q2 2026.

Based on Rachor Investment Advisory Services's 13F filing for Q2 2026, filed 16 Jul 2026.