SP Asset Management’s Freshworks FRSH Stock Holding History

SP Asset 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	$973K	Sell	96,141 -59,759	-38%	-$532K	0.08%	83
2026 Q1	$1.25M	Sell	155,900 -62,100	-28%	-$573K	0.11%	69
2025 Q4	$2.67M	Hold	218,000	–	–	0.21%	62
2025 Q3	$2.57M	Hold	218,000	–	–	0.2%	63
2025 Q2	$3.25M	Sell	218,000 -13,481	-6%	-$194K	0.27%	56
2025 Q1	$3.27M	Hold	231,481	–	–	0.29%	53
2024 Q4	$3.74M	Hold	231,481	–	–	0.31%	50
2024 Q3	$2.66M	Hold	231,481	–	–	0.22%	56
2024 Q2	$2.94M	Hold	231,481	–	–	0.27%	57
2024 Q1	$4.22M	Hold	231,481	–	–	0.39%	49
2023 Q4	$5.44M	Sell	231,481 -26,000	-10%	-$514K	0.56%	43
2023 Q3	$5.13M	Sell	257,481 -79,500	-24%	-$1.58M	0.58%	42
2023 Q2	$5.92M	Sell	336,981 -80,000	-19%	-$1.2M	0.66%	39
2023 Q1	$6.4M	Sell	416,981 -41,000	-9%	-$621K	0.79%	33
2022 Q4	$6.74M	Buy	+457,981	New	+$6.34M	0.9%	34

Other funds holding FRSH

WCM

WestBridge Capital Management Trianon, Mauritius $79.5M AUM 32.13% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

IWM

Inlight Wealth Management Atlanta, Georgia $315M AUM 26.98% 1-Year Est. Return

Lavelle Capital San Francisco, California $232M AUM

HIM

Herald Investment Management London, United Kingdom $737M AUM 158.15% 1-Year Est. Return

Walleye Capital New York $28B AUM 44.22% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

SP Asset Management's FRSH Position: Q2 2026 in Review

SP Asset Management reduced its Freshworks (FRSH) stake by 38% in Q2 2026, selling an estimated $532K and leaving 96,141 shares worth $973K. The position accounts for 0.08% of the portfolio, ranked #83.

SP Asset Management first reported a position in FRSH in Q4 2022 and has held it in 15 quarters since. The position peaked at $6.74M in Q4 2022. 88 funds tracked by Wall St. Rank hold FRSH as of Q2 2026.

SP Asset Management held 96,141 shares of Freshworks worth $973K as of Q2 2026.
SP Asset Management sold 59,759 Freshworks shares in Q2 2026, an estimated $532K.
Freshworks made up 0.08% of SP Asset Management's portfolio in Q2 2026, its #83 holding.
SP Asset Management first reported a position in Freshworks in Q4 2022 and has held it in 15 quarters since.
SP Asset Management's Freshworks position peaked at $6.74M in Q4 2022.
88 funds tracked by Wall St. Rank held Freshworks as of Q2 2026.

Based on SP Asset Management's 13F filing for Q2 2026, filed 4 Aug 2026.