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Rialto Wealth Management’s Freshworks FRSH Stock Holding History

Rialto Wealth 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 		$628 Buy
+62
New +$552 ﹤0.01% 1562
2026
Q1 		– Sell
-13
Closed -$160 – 1758
2025
Q4 		$160 Buy
13
+4
+44% +$47 ﹤0.01% 1569
2025
Q3 		$106 Buy
9
+8
+800% +$108 ﹤0.01% 1605
2025
Q2 		$15 Buy
+1
New +$14 ﹤0.01% 1694

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 40.91% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Rialto Wealth Management's FRSH Position: Q2 2026 in Review

Rialto Wealth Management opened a new position in Freshworks (FRSH) in Q2 2026: 62 shares worth $628. The stake represents ﹤0.01% of the portfolio and ranks #1562 among its holdings. This is a return to the name: Rialto Wealth Management previously reported a position in FRSH as recently as Q4 2025.

Rialto Wealth Management first reported a position in FRSH in Q2 2025 and has held it in 4 quarters since. 342 funds tracked by Wall St. Rank hold FRSH as of Q2 2026.

  • Rialto Wealth Management held 62 shares of Freshworks worth $628 as of Q2 2026.
  • Freshworks was a new Rialto Wealth Management position in Q2 2026.
  • Freshworks made up ﹤0.01% of Rialto Wealth Management's portfolio in Q2 2026, its #1562 holding.
  • Rialto Wealth Management first reported a position in Freshworks in Q2 2025 and has held it in 4 quarters since.
  • 342 funds tracked by Wall St. Rank held Freshworks as of Q2 2026.

Based on Rialto Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.