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Transamerica Financial Advisors’s Freshworks FRSH Stock Holding History

Transamerica Financial 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 		$1.14K Buy
113
+90
+391% +$801 ﹤0.01% 1460
2026
Q1 		$184 Buy
+23
New +$212 ﹤0.01% 1650

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HIM
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WCM
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State Street
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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Transamerica Financial Advisors's FRSH Position: Q2 2026 in Review

Transamerica Financial Advisors increased its Freshworks (FRSH) stake by 391% in Q2 2026, buying an estimated $801 and bringing the position to 113 shares worth $1.14K. The position accounts for ﹤0.01% of the portfolio, ranked #1460.

Transamerica Financial Advisors first reported a position in FRSH in Q1 2026 and has held it in 2 quarters since. 342 funds tracked by Wall St. Rank hold FRSH as of Q2 2026.

  • Transamerica Financial Advisors held 113 shares of Freshworks worth $1.14K as of Q2 2026.
  • Transamerica Financial Advisors bought 90 Freshworks shares in Q2 2026, an estimated $801.
  • Freshworks made up ﹤0.01% of Transamerica Financial Advisors's portfolio in Q2 2026, its #1460 holding.
  • Transamerica Financial Advisors first reported a position in Freshworks in Q1 2026 and has held it in 2 quarters since.
  • 342 funds tracked by Wall St. Rank held Freshworks as of Q2 2026.

Based on Transamerica Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.