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Rothschild Investment LLC’s Freshworks FRSH Stock Holding History

Rothschild Investment LLC’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 		$61.7K Buy
6,094
+2,954
+94% +$26.3K ﹤0.01% 1200
2026
Q1 		$25.2K Buy
3,140
+211
+7% +$1.95K ﹤0.01% 1329
2025
Q4 		$35.9K Buy
2,929
+652
+29% +$7.7K ﹤0.01% 1127
2025
Q3 		$26.8K Buy
2,277
+1,932
+560% +$26K ﹤0.01% 1168
2025
Q2 		$5.14K Hold
345
– – ﹤0.01% 1497
2025
Q1 		$4.87K Buy
345
+180
+109% +$3.02K ﹤0.01% 1446
2024
Q4 		$2.67K Sell
165
-65
-28% -$924 ﹤0.01% 1631
2024
Q3 		$2.64K Buy
230
+190
+475% +$2.28K ﹤0.01% 1584
2024
Q2 		$508 Buy
40
+25
+167% +$374 ﹤0.01% 2006
2024
Q1 		$273 Buy
+15
New +$310 ﹤0.01% 1603

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
WCM
WestBridge Capital Management Trianon, Mauritius $79.5M AUM 32.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
GS
Gagnon Securities New York $519M AUM 44.91% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
GA
Gagnon Advisors New York $157M AUM 36.77% 1-Year Est. Return

Rothschild Investment LLC's FRSH Position: Q2 2026 in Review

Rothschild Investment LLC increased its Freshworks (FRSH) stake by 94% in Q2 2026, buying an estimated $26.3K and bringing the position to 6,094 shares worth $61.7K. The position accounts for ﹤0.01% of the portfolio, ranked #1200.

Rothschild Investment LLC first reported a position in FRSH in Q1 2024 and has held it in 10 quarters since. 130 funds tracked by Wall St. Rank hold FRSH as of Q2 2026.

  • Rothschild Investment LLC held 6,094 shares of Freshworks worth $61.7K as of Q2 2026.
  • Rothschild Investment LLC bought 2,954 Freshworks shares in Q2 2026, an estimated $26.3K.
  • Freshworks made up ﹤0.01% of Rothschild Investment LLC's portfolio in Q2 2026, its #1200 holding.
  • Rothschild Investment LLC first reported a position in Freshworks in Q1 2024 and has held it in 10 quarters since.
  • 130 funds tracked by Wall St. Rank held Freshworks as of Q2 2026.

Based on Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.