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SageView Advisory Group’s Freshworks FRSH Stock Holding History

SageView Advisory Group’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
-205
Closed -$2.51K – 1253
2025
Q4 		$2.51K Buy
+205
New +$2.42K ﹤0.01% 2175

Other funds holding FRSH

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BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Alphabet Inc
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
PXPO
Peak XV Partners Operations Trianon, Mauritius $176M AUM 70.09% 1-Year Est. Return
WCM
WestBridge Capital Management Trianon, Mauritius $79.5M AUM 32.13% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Alyeska Investment Group
Alyeska Investment Group Chicago, Illinois $38.9B AUM 28.51% 1-Year Est. Return
TCM
Topline Capital Management Santa Monica, California $386M AUM 2.37% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

SageView Advisory Group's FRSH Position: Q1 2026 in Review

SageView Advisory Group sold out of Freshworks (FRSH) in Q1 2026, closing a stake of 205 shares — an estimated $2.51K sold.

SageView Advisory Group first reported a position in FRSH in Q4 2025 and held it in 1 quarter. The position peaked at $2.51K in Q4 2025. 331 funds tracked by Wall St. Rank hold FRSH as of Q1 2026.

  • SageView Advisory Group reported no remaining Freshworks position as of Q1 2026 after selling out during the quarter.
  • SageView Advisory Group sold 205 Freshworks shares in Q1 2026, an estimated $2.51K.
  • SageView Advisory Group first reported a position in Freshworks in Q4 2025 and held it in 1 quarter.
  • SageView Advisory Group's Freshworks position peaked at $2.51K in Q4 2025.
  • 331 funds tracked by Wall St. Rank held Freshworks as of Q1 2026.

Based on SageView Advisory Group's 13F filing for Q1 2026, filed 10 Aug 2026.