Twin Peaks Wealth Advisors’s Freshworks FRSH Stock Holding History

Twin Peaks Wealth 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	–	Sell	-300	Closed	-$2.41K	–	957
2026 Q1	$2.41K	Buy	+300	New	+$2.77K	﹤0.01%	1649

Other funds holding FRSH

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Alphabet Inc Mountain View, California $99.1B AUM 124.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

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 Miami, Florida $875B AUM 40.89% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

Twin Peaks Wealth Advisors's FRSH Position: Q2 2026 in Review

Twin Peaks Wealth Advisors sold out of Freshworks (FRSH) in Q2 2026, closing a stake of 300 shares — an estimated $2.41K sold.

Twin Peaks Wealth Advisors first reported a position in FRSH in Q1 2026 and held it in 1 quarter. The position peaked at $2.41K in Q1 2026. 343 funds tracked by Wall St. Rank hold FRSH as of Q2 2026.

Twin Peaks Wealth Advisors reported no remaining Freshworks position as of Q2 2026 after selling out during the quarter.
Twin Peaks Wealth Advisors sold 300 Freshworks shares in Q2 2026, an estimated $2.41K.
Twin Peaks Wealth Advisors first reported a position in Freshworks in Q1 2026 and held it in 1 quarter.
Twin Peaks Wealth Advisors's Freshworks position peaked at $2.41K in Q1 2026.
343 funds tracked by Wall St. Rank held Freshworks as of Q2 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.