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Swiss Life Asset Management’s Freshworks FRSH Stock Holding History

Swiss Life Asset Management’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 		$313K Buy
30,887
+4,061
+15% +$36.2K ﹤0.01% 1236
2026
Q1 		$215K Buy
26,826
+5,068
+23% +$46.8K ﹤0.01% 1341
2025
Q4 		$267K Buy
+21,758
New +$257K ﹤0.01% 1091

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AI
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WCM
WestBridge Capital Management Trianon, Mauritius $79.5M AUM 32.13% 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
JAM
Jupiter Asset Management London, United Kingdom $20.2B AUM 29.18% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
IC
IEQ Capital Foster City, California $21.7B AUM 77.3% 1-Year Est. Return

Swiss Life Asset Management's FRSH Position: Q2 2026 in Review

Swiss Life Asset Management increased its Freshworks (FRSH) stake by 15% in Q2 2026, buying an estimated $36.2K and bringing the position to 30,887 shares worth $313K. The position accounts for ﹤0.01% of the portfolio, ranked #1236.

Swiss Life Asset Management first reported a position in FRSH in Q4 2025 and has held it in 3 quarters since. 199 funds tracked by Wall St. Rank hold FRSH as of Q2 2026.

  • Swiss Life Asset Management held 30,887 shares of Freshworks worth $313K as of Q2 2026.
  • Swiss Life Asset Management bought 4,061 Freshworks shares in Q2 2026, an estimated $36.2K.
  • Freshworks made up ﹤0.01% of Swiss Life Asset Management's portfolio in Q2 2026, its #1236 holding.
  • Swiss Life Asset Management first reported a position in Freshworks in Q4 2025 and has held it in 3 quarters since.
  • 199 funds tracked by Wall St. Rank held Freshworks as of Q2 2026.

Based on Swiss Life Asset Management's 13F filing for Q2 2026, filed 29 Jul 2026.