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Sound Income Strategies’s Freshworks FRSH Stock Holding History

Sound Income Strategies’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 		– Sell
-500
Closed -$4.04K – 1163
2026
Q1 		$4.04K Hold
500
– – ﹤0.01% 1923
2025
Q4 		$5.54K Hold
500
– – ﹤0.01% 1757
2025
Q3 		$5.7K Buy
+500
New +$6.74K ﹤0.01% 1139

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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JAM
Jupiter Asset Management London, United Kingdom $20.2B AUM 29.18% 1-Year Est. Return

Sound Income Strategies's FRSH Position: Q2 2026 in Review

Sound Income Strategies sold out of Freshworks (FRSH) in Q2 2026, closing a stake of 500 shares — an estimated $4.04K sold.

Sound Income Strategies first reported a position in FRSH in Q3 2025 and held it in 3 quarters. The position peaked at $5.7K in Q3 2025. 243 funds tracked by Wall St. Rank hold FRSH as of Q2 2026.

  • Sound Income Strategies reported no remaining Freshworks position as of Q2 2026 after selling out during the quarter.
  • Sound Income Strategies sold 500 Freshworks shares in Q2 2026, an estimated $4.04K.
  • Sound Income Strategies first reported a position in Freshworks in Q3 2025 and held it in 3 quarters.
  • Sound Income Strategies's Freshworks position peaked at $5.7K in Q3 2025.
  • 243 funds tracked by Wall St. Rank held Freshworks as of Q2 2026.

Based on Sound Income Strategies's 13F filing for Q2 2026, filed 20 Jul 2026.