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Stephens Consulting’s Freshworks FRSH Stock Holding History

Stephens Consulting’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 		– Sell
-339
Closed -$3.99K – 496
2025
Q3 		$3.99K Buy
+339
New +$4.57K ﹤0.01% 287
2025
Q2 		– Sell
-50
Closed -$706 – 1483
2025
Q1 		$706 Buy
+50
New +$837 ﹤0.01% 818

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 $107M AUM 43.09% 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

Stephens Consulting's FRSH Position: Q4 2025 in Review

Stephens Consulting sold out of Freshworks (FRSH) in Q4 2025, closing a stake of 339 shares — an estimated $3.99K sold.

Stephens Consulting first reported a position in FRSH in Q1 2025 and held it in 2 quarters. The position peaked at $3.99K in Q3 2025. 328 funds tracked by Wall St. Rank hold FRSH as of Q4 2025.

  • Stephens Consulting reported no remaining Freshworks position as of Q4 2025 after selling out during the quarter.
  • Stephens Consulting sold 339 Freshworks shares in Q4 2025, an estimated $3.99K.
  • Stephens Consulting first reported a position in Freshworks in Q1 2025 and held it in 2 quarters.
  • Stephens Consulting's Freshworks position peaked at $3.99K in Q3 2025.
  • 328 funds tracked by Wall St. Rank held Freshworks as of Q4 2025.

Based on Stephens Consulting's 13F filing for Q4 2025, filed 13 Jan 2026.