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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
2025
Q4 		$2.51K Buy
+205
New +$2.42K ﹤0.01% 2175

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 $79.5M AUM 32.13% 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

SageView Advisory Group's FRSH Position: Q4 2025 in Review

SageView Advisory Group opened a new position in Freshworks (FRSH) in Q4 2025: 205 shares worth $2.51K. The stake represents ﹤0.01% of the portfolio and ranks #2175 among its holdings.

328 funds tracked by Wall St. Rank hold FRSH as of Q4 2025.

  • SageView Advisory Group held 205 shares of Freshworks worth $2.51K as of Q4 2025.
  • Freshworks was a new SageView Advisory Group position in Q4 2025.
  • Freshworks made up ﹤0.01% of SageView Advisory Group's portfolio in Q4 2025, its #2175 holding.
  • 328 funds tracked by Wall St. Rank held Freshworks as of Q4 2025.

Based on SageView Advisory Group's 13F filing for Q4 2025, filed 17 Feb 2026.