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Sequoia Financial Advisors’s Freshworks FRSH Stock Holding History

Sequoia Financial 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
2026
Q2 		$145K Sell
14,358
-1,799
-11% -$16K ﹤0.01% 2036
2026
Q1 		$130K Buy
+16,157
New +$149K ﹤0.01% 1831

Other funds holding FRSH

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Vanguard Portfolio Management
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AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
HIM
Haveli Investment Management Austin, Texas $180M AUM
WCM
WestBridge Capital Management Trianon, Mauritius $79.5M AUM 32.13% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Sequoia Financial Advisors's FRSH Position: Q2 2026 in Review

Sequoia Financial Advisors reduced its Freshworks (FRSH) stake by 11% in Q2 2026, selling an estimated $16K and leaving 14,358 shares worth $145K. The position accounts for ﹤0.01% of the portfolio, ranked #2036.

Sequoia Financial Advisors first reported a position in FRSH in Q1 2026 and has held it in 2 quarters since. 342 funds tracked by Wall St. Rank hold FRSH as of Q2 2026.

  • Sequoia Financial Advisors held 14,358 shares of Freshworks worth $145K as of Q2 2026.
  • Sequoia Financial Advisors sold 1,799 Freshworks shares in Q2 2026, an estimated $16K.
  • Freshworks made up ﹤0.01% of Sequoia Financial Advisors's portfolio in Q2 2026, its #2036 holding.
  • Sequoia Financial Advisors first reported a position in Freshworks in Q1 2026 and has held it in 2 quarters since.
  • 342 funds tracked by Wall St. Rank held Freshworks as of Q2 2026.

Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.