TPCW
FRSH icon

TD Private Client Wealth’s Freshworks FRSH Stock Holding History

TD Private Client Wealth’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 		$1.64K Buy
+162
New +$1.44K ﹤0.01% 1394
2026
Q1 		– Sell
-54
Closed -$662 – 1691
2025
Q4 		$662 Buy
+54
New +$638 ﹤0.01% 1455

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

TD Private Client Wealth's FRSH Position: Q2 2026 in Review

TD Private Client Wealth opened a new position in Freshworks (FRSH) in Q2 2026: 162 shares worth $1.64K. The stake represents ﹤0.01% of the portfolio and ranks #1394 among its holdings. This is a return to the name: TD Private Client Wealth previously reported a position in FRSH as recently as Q4 2025.

TD Private Client Wealth first reported a position in FRSH in Q4 2025 and has held it in 2 quarters since. 343 funds tracked by Wall St. Rank hold FRSH as of Q2 2026.

  • TD Private Client Wealth held 162 shares of Freshworks worth $1.64K as of Q2 2026.
  • Freshworks was a new TD Private Client Wealth position in Q2 2026.
  • Freshworks made up ﹤0.01% of TD Private Client Wealth's portfolio in Q2 2026, its #1394 holding.
  • TD Private Client Wealth first reported a position in Freshworks in Q4 2025 and has held it in 2 quarters since.
  • 343 funds tracked by Wall St. Rank held Freshworks as of Q2 2026.

Based on TD Private Client Wealth's 13F filing for Q2 2026, filed 4 Aug 2026.