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Richardson Financial Services’s Freshworks FRSH Stock Holding History

Richardson Financial 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
Q1 		– Sell
-2,123
Closed -$26K – 629
2025
Q4 		$26K Buy
2,123
+546
+35% +$6.45K 0.01% 375
2025
Q3 		$18.6K Buy
1,577
+1,051
+200% +$14.2K 0.01% 383
2025
Q2 		$7.99K Hold
526
– – 0.01% 440
2025
Q1 		$7.42K Buy
+526
New +$8.81K 0.01% 426

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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 $107M AUM 43.09% 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

Richardson Financial Services's FRSH Position: Q1 2026 in Review

Richardson Financial Services sold out of Freshworks (FRSH) in Q1 2026, closing a stake of 2,123 shares — an estimated $26K sold.

Richardson Financial Services first reported a position in FRSH in Q1 2025 and held it in 4 quarters. The position peaked at $26K in Q4 2025. 327 funds tracked by Wall St. Rank hold FRSH as of Q1 2026.

  • Richardson Financial Services reported no remaining Freshworks position as of Q1 2026 after selling out during the quarter.
  • Richardson Financial Services sold 2,123 Freshworks shares in Q1 2026, an estimated $26K.
  • Richardson Financial Services first reported a position in Freshworks in Q1 2025 and held it in 4 quarters.
  • Richardson Financial Services's Freshworks position peaked at $26K in Q4 2025.
  • 327 funds tracked by Wall St. Rank held Freshworks as of Q1 2026.

Based on Richardson Financial Services's 13F filing for Q1 2026, filed 4 May 2026.