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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
Q2 		$250K Sell
24,658
-784
-3% -$6.98K ﹤0.01% 1375
2026
Q1 		$204K Buy
+25,442
New +$235K ﹤0.01% 1373

Other funds holding FRSH

BlackRock
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 40.89% 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 Trail Advisors's FRSH Position: Q2 2026 in Review

Summit Trail Advisors reduced its Freshworks (FRSH) stake by 3.1% in Q2 2026, selling an estimated $6.98K and leaving 24,658 shares worth $250K. The position accounts for ﹤0.01% of the portfolio, ranked #1375.

Summit Trail Advisors first reported a position in FRSH in Q1 2026 and has held it in 2 quarters since. 343 funds tracked by Wall St. Rank hold FRSH as of Q2 2026.

  • Summit Trail Advisors held 24,658 shares of Freshworks worth $250K as of Q2 2026.
  • Summit Trail Advisors sold 784 Freshworks shares in Q2 2026, an estimated $6.98K.
  • Freshworks made up ﹤0.01% of Summit Trail Advisors's portfolio in Q2 2026, its #1375 holding.
  • Summit Trail Advisors first reported a position in Freshworks in Q1 2026 and has held it in 2 quarters since.
  • 343 funds tracked by Wall St. Rank held Freshworks as of Q2 2026.

Based on Summit Trail Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.