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Summit Trail Advisors’s Freshworks FRSH Stock Holding History

Summit Trail Advisors’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
Q1 		$204K Buy
+25,442
New +$235K ﹤0.01% 1373

Other funds holding FRSH

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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
PXPO
Peak XV Partners Operations Trianon, Mauritius $110M AUM 43.09% 1-Year Est. Return
WCM
WestBridge Capital Management Trianon, Mauritius $79.5M AUM 32.13% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Alyeska Investment Group
Alyeska Investment Group Chicago, Illinois $35.4B AUM 33.54% 1-Year Est. Return
TCM
Topline Capital Management Santa Monica, California $605M AUM 26.24% 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

Summit Trail Advisors's FRSH Position: Q1 2026 in Review

Summit Trail Advisors opened a new position in Freshworks (FRSH) in Q1 2026: 25,442 shares worth $204K. The stake represents ﹤0.01% of the portfolio and ranks #1373 among its holdings.

327 funds tracked by Wall St. Rank hold FRSH as of Q1 2026.

  • Summit Trail Advisors held 25,442 shares of Freshworks worth $204K as of Q1 2026.
  • Freshworks was a new Summit Trail Advisors position in Q1 2026.
  • Freshworks made up ﹤0.01% of Summit Trail Advisors's portfolio in Q1 2026, its #1373 holding.
  • 327 funds tracked by Wall St. Rank held Freshworks as of Q1 2026.

Based on Summit Trail Advisors's 13F filing for Q1 2026, filed 12 May 2026.