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
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 $5.72T AUM 30.48% 1-Year Est. Return
AI
Alphabet Inc Mountain View, California $4.02B AUM 215.74% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
PXPO
Peak XV Partners Operations Trianon, Mauritius $110M AUM 43.09% 1-Year Est. Return
WCM
WestBridge Capital Management Trianon, Mauritius $79.5M AUM 32.13% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Alyeska Investment Group
Alyeska Investment Group Chicago, Illinois $35.4B AUM 33.54% 1-Year Est. Return
TCM
Topline Capital Management Santa Monica, California $605M AUM 26.24% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Raymond James Financial's FRSH Position: Q1 2026 in Review

Raymond James Financial increased its Freshworks (FRSH) stake by 10% in Q1 2026, buying an estimated $91.3K and bringing the position to 107,681 shares worth $865K. The position accounts for ﹤0.01% of the portfolio, ranked #3965.

Raymond James Financial first reported a position in FRSH in Q4 2024 and has held it in 6 quarters since. The position peaked at $20.7M in Q4 2024. 327 funds tracked by Wall St. Rank hold FRSH as of Q1 2026.

  • Raymond James Financial held 107,681 shares of Freshworks worth $865K as of Q1 2026.
  • Raymond James Financial bought 9,896 Freshworks shares in Q1 2026, an estimated $91.3K.
  • Freshworks made up ﹤0.01% of Raymond James Financial's portfolio in Q1 2026, its #3965 holding.
  • Raymond James Financial first reported a position in Freshworks in Q4 2024 and has held it in 6 quarters since.
  • Raymond James Financial's Freshworks position peaked at $20.7M in Q4 2024.
  • 327 funds tracked by Wall St. Rank held Freshworks as of Q1 2026.

Based on Raymond James Financial's 13F filing for Q1 2026, filed 14 May 2026.