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SHP Wealth Management’s Freshworks FRSH Stock Holding History

SHP Wealth Management’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 		$5.06K Buy
+500
New +$4.45K ﹤0.01% 1157

Other funds holding FRSH

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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
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
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

SHP Wealth Management's FRSH Position: Q2 2026 in Review

SHP Wealth Management opened a new position in Freshworks (FRSH) in Q2 2026: 500 shares worth $5.06K. The stake represents ﹤0.01% of the portfolio and ranks #1157 among its holdings.

342 funds tracked by Wall St. Rank hold FRSH as of Q2 2026.

  • SHP Wealth Management held 500 shares of Freshworks worth $5.06K as of Q2 2026.
  • Freshworks was a new SHP Wealth Management position in Q2 2026.
  • Freshworks made up ﹤0.01% of SHP Wealth Management's portfolio in Q2 2026, its #1157 holding.
  • 342 funds tracked by Wall St. Rank held Freshworks as of Q2 2026.

Based on SHP Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.