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Sunbelt Securities’s Freshworks FRSH Stock Holding History

Sunbelt Securities’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 		$546 Sell
68
-59
-46% -$544 ﹤0.01% 2266
2025
Q4 		$1.56K Buy
+127
New +$1.5K ﹤0.01% 1946

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WCM
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VCM
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Alyeska Investment Group
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TCM
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Geode Capital Management
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State Street
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Sunbelt Securities's FRSH Position: Q1 2026 in Review

Sunbelt Securities reduced its Freshworks (FRSH) stake by 46% in Q1 2026, selling an estimated $544 and leaving 68 shares worth $546. The position accounts for ﹤0.01% of the portfolio, ranked #2266.

Sunbelt Securities first reported a position in FRSH in Q4 2025 and has held it in 2 quarters since. The position peaked at $1.56K in Q4 2025. 327 funds tracked by Wall St. Rank hold FRSH as of Q1 2026.

  • Sunbelt Securities held 68 shares of Freshworks worth $546 as of Q1 2026.
  • Sunbelt Securities sold 59 Freshworks shares in Q1 2026, an estimated $544.
  • Freshworks made up ﹤0.01% of Sunbelt Securities's portfolio in Q1 2026, its #2266 holding.
  • Sunbelt Securities first reported a position in Freshworks in Q4 2025 and has held it in 2 quarters since.
  • Sunbelt Securities's Freshworks position peaked at $1.56K in Q4 2025.
  • 327 funds tracked by Wall St. Rank held Freshworks as of Q1 2026.

Based on Sunbelt Securities's 13F filing for Q1 2026, filed 18 May 2026.