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Rise Advisors’s Freshworks FRSH Stock Holding History

Rise Advisors’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
2025
Q4 		– Sell
-505
Closed -$5.94K – 605
2025
Q3 		$5.94K Hold
505
– – ﹤0.01% 1128
2025
Q2 		$7.53K Hold
505
– – ﹤0.01% 1119
2025
Q1 		$7.13K Buy
+505
New +$8.46K ﹤0.01% 1137

Other funds holding FRSH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
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
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
TCM
Topline Capital Management Santa Monica, California $605M AUM 26.24% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

Rise Advisors's FRSH Position: Q4 2025 in Review

Rise Advisors sold out of Freshworks (FRSH) in Q4 2025, closing a stake of 505 shares — an estimated $5.94K sold.

Rise Advisors first reported a position in FRSH in Q1 2025 and held it in 3 quarters. The position peaked at $7.53K in Q2 2025. 328 funds tracked by Wall St. Rank hold FRSH as of Q4 2025.

  • Rise Advisors reported no remaining Freshworks position as of Q4 2025 after selling out during the quarter.
  • Rise Advisors sold 505 Freshworks shares in Q4 2025, an estimated $5.94K.
  • Rise Advisors first reported a position in Freshworks in Q1 2025 and held it in 3 quarters.
  • Rise Advisors's Freshworks position peaked at $7.53K in Q2 2025.
  • 328 funds tracked by Wall St. Rank held Freshworks as of Q4 2025.

Based on Rise Advisors's 13F filing for Q4 2025, filed 11 Feb 2026.