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Summit Securities Group’s Freshworks FRSH Stock Holding History

Summit Securities Group’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
-6,043
Closed -$48.5K – 1230
2026
Q1 		$48.5K Buy
6,043
+3,932
+186% +$36.3K 0.01% 397
2025
Q4 		$25.9K Buy
+2,111
New +$24.9K ﹤0.01% 753
2025
Q2 		– Sell
-622
Closed -$8.78K – 1193
2025
Q1 		$8.78K Buy
+622
New +$10.4K ﹤0.01% 560

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

Summit Securities Group's FRSH Position: Q2 2026 in Review

Summit Securities Group sold out of Freshworks (FRSH) in Q2 2026, closing a stake of 6,043 shares — an estimated $48.5K sold.

Summit Securities Group first reported a position in FRSH in Q1 2025 and held it in 3 quarters. The position peaked at $48.5K in Q1 2026. 342 funds tracked by Wall St. Rank hold FRSH as of Q2 2026.

  • Summit Securities Group reported no remaining Freshworks position as of Q2 2026 after selling out during the quarter.
  • Summit Securities Group sold 6,043 Freshworks shares in Q2 2026, an estimated $48.5K.
  • Summit Securities Group first reported a position in Freshworks in Q1 2025 and held it in 3 quarters.
  • Summit Securities Group's Freshworks position peaked at $48.5K in Q1 2026.
  • 342 funds tracked by Wall St. Rank held Freshworks as of Q2 2026.

Based on Summit Securities Group's 13F filing for Q2 2026, filed 3 Aug 2026.