Raymond James Financial
FRSH icon

Raymond James Financial’s Freshworks FRSH Stock Holding History

Raymond James Financial’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 		$1.56M Buy
154,551
+46,870
+44% +$417K ﹤0.01% 3682
2026
Q1 		$865K Buy
107,681
+9,896
+10% +$91.3K ﹤0.01% 3965
2025
Q4 		$1.2M Buy
97,785
+242
+0.2% +$2.86K ﹤0.01% 3658
2025
Q3 		$1.15M Sell
97,543
-1,217,472
-93% -$16.4M ﹤0.01% 3594
2025
Q2 		$19.6M Buy
1,315,015
+53,005
+4% +$764K 0.01% 1388
2025
Q1 		$17.8M Sell
1,262,010
-16,020
-1% -$268K 0.01% 1393
2024
Q4 		$20.7M Buy
+1,278,030
New +$18.2M 0.01% 1291

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

Raymond James Financial's FRSH Position: Q2 2026 in Review

Raymond James Financial increased its Freshworks (FRSH) stake by 44% in Q2 2026, buying an estimated $417K and bringing the position to 154,551 shares worth $1.56M. The position accounts for ﹤0.01% of the portfolio, ranked #3682.

Raymond James Financial first reported a position in FRSH in Q4 2024 and has held it in 7 quarters since. The position peaked at $20.7M in Q4 2024. 343 funds tracked by Wall St. Rank hold FRSH as of Q2 2026.

  • Raymond James Financial held 154,551 shares of Freshworks worth $1.56M as of Q2 2026.
  • Raymond James Financial bought 46,870 Freshworks shares in Q2 2026, an estimated $417K.
  • Freshworks made up ﹤0.01% of Raymond James Financial's portfolio in Q2 2026, its #3682 holding.
  • Raymond James Financial first reported a position in Freshworks in Q4 2024 and has held it in 7 quarters since.
  • Raymond James Financial's Freshworks position peaked at $20.7M in Q4 2024.
  • 343 funds tracked by Wall St. Rank held Freshworks as of Q2 2026.

Based on Raymond James Financial's 13F filing for Q2 2026, filed 14 Aug 2026.