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True Wealth Design’s Freshworks FRSH Stock Holding History

True Wealth Design’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 		$62.8K Buy
6,209
+4,076
+191% +$36.3K 0.01% 406
2026
Q1 		$17.1K Buy
2,133
+1,075
+102% +$9.92K ﹤0.01% 776
2025
Q4 		$13K Buy
1,058
+979
+1,239% +$11.6K ﹤0.01% 763
2025
Q3 		$930 Buy
79
+26
+49% +$350 ﹤0.01% 1775
2025
Q2 		$791 Sell
53
-603
-92% -$8.69K ﹤0.01% 1564
2025
Q1 		$9.26K Buy
656
+644
+5,367% +$10.8K ﹤0.01% 495
2024
Q4 		$195 Buy
+12
New +$171 ﹤0.01% 1228

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 40.91% 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

True Wealth Design's FRSH Position: Q2 2026 in Review

True Wealth Design increased its Freshworks (FRSH) stake by 191% in Q2 2026, buying an estimated $36.3K and bringing the position to 6,209 shares worth $62.8K. The position accounts for 0.01% of the portfolio, ranked #406.

True Wealth Design first reported a position in FRSH in Q4 2024 and has held it in 7 quarters since. 342 funds tracked by Wall St. Rank hold FRSH as of Q2 2026.

  • True Wealth Design held 6,209 shares of Freshworks worth $62.8K as of Q2 2026.
  • True Wealth Design bought 4,076 Freshworks shares in Q2 2026, an estimated $36.3K.
  • Freshworks made up 0.01% of True Wealth Design's portfolio in Q2 2026, its #406 holding.
  • True Wealth Design first reported a position in Freshworks in Q4 2024 and has held it in 7 quarters since.
  • 342 funds tracked by Wall St. Rank held Freshworks as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.