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Steward Partners Investment Advisory’s Freshworks FRSH Stock Holding History

Steward Partners Investment Advisory’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 		$617 Buy
+61
New +$543 ﹤0.01% 4442

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WCM
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Citadel Advisors
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State Street
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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

Steward Partners Investment Advisory's FRSH Position: Q2 2026 in Review

Steward Partners Investment Advisory opened a new position in Freshworks (FRSH) in Q2 2026: 61 shares worth $617. The stake represents ﹤0.01% of the portfolio and ranks #4442 among its holdings.

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

  • Steward Partners Investment Advisory held 61 shares of Freshworks worth $617 as of Q2 2026.
  • Freshworks was a new Steward Partners Investment Advisory position in Q2 2026.
  • Freshworks made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #4442 holding.
  • 315 funds tracked by Wall St. Rank held Freshworks as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.