UBS AM
FRSH icon

UBS AM’s Freshworks FRSH Stock Holding History

UBS AM’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 		$3.02M Sell
298,498
-52,709
-15% -$469K ﹤0.01% 1883
2026
Q1 		$2.82M Buy
351,207
+38,871
+12% +$359K ﹤0.01% 1871
2025
Q4 		$3.83M Sell
312,336
-30,876
-9% -$365K ﹤0.01% 1594
2025
Q3 		$4.04M Sell
343,212
-679,933
-66% -$9.16M ﹤0.01% 1465
2025
Q2 		$15.3M Buy
1,023,145
+659,844
+182% +$9.51M ﹤0.01% 1155
2025
Q1 		$5.13M Sell
363,301
-7,375
-2% -$124K ﹤0.01% 1560
2024
Q4 		$5.99M Buy
370,676
+60,652
+20% +$862K ﹤0.01% 1513
2024
Q3 		$3.56M Sell
310,024
-36,614
-11% -$439K ﹤0.01% 1748
2024
Q2 		$4.4M Buy
346,638
+171,050
+97% +$2.56M ﹤0.01% 1561
2024
Q1 		$3.2M Hold
175,588
– – ﹤0.01% 1462
2023
Q4 		$4.12M Sell
175,588
-2,157
-1% -$42.7K ﹤0.01% 1341
2023
Q3 		$3.54M Buy
177,745
+30,883
+21% +$614K ﹤0.01% 1366
2023
Q2 		$2.26M Hold
146,862
– – ﹤0.01% 1590
2023
Q1 		$2.26M Buy
146,862
+20,145
+16% +$305K ﹤0.01% 1590
2022
Q4 		$1.86M Buy
126,717
+30,276
+31% +$419K ﹤0.01% 1554
2022
Q3 		$1.25M Buy
96,441
+13,096
+16% +$185K ﹤0.01% 1841
2022
Q2 		$1.1M Sell
83,345
-4,255
-5% -$66.2K ﹤0.01% 1903
2022
Q1 		$1.57M Sell
87,600
-409,800
-82% -$8.34M ﹤0.01% 1920
2021
Q4 		$13.1M Buy
497,400
+322,600
+185% +$11.7M 0.01% 1026
2021
Q3 		$7.46M Buy
+174,800
New +$7.83M ﹤0.01% 1201

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

UBS AM's FRSH Position: Q2 2026 in Review

UBS AM reduced its Freshworks (FRSH) stake by 15% in Q2 2026, selling an estimated $469K and leaving 298,498 shares worth $3.02M. The position accounts for ﹤0.01% of the portfolio, ranked #1883.

UBS AM first reported a position in FRSH in Q3 2021 and has held it in 20 quarters since. The position peaked at $15.3M in Q2 2025. 342 funds tracked by Wall St. Rank hold FRSH as of Q2 2026.

  • UBS AM held 298,498 shares of Freshworks worth $3.02M as of Q2 2026.
  • UBS AM sold 52,709 Freshworks shares in Q2 2026, an estimated $469K.
  • Freshworks made up ﹤0.01% of UBS AM's portfolio in Q2 2026, its #1883 holding.
  • UBS AM first reported a position in Freshworks in Q3 2021 and has held it in 20 quarters since.
  • UBS AM's Freshworks position peaked at $15.3M in Q2 2025.
  • 342 funds tracked by Wall St. Rank held Freshworks as of Q2 2026.

Based on UBS AM's 13F filing for Q2 2026, filed 13 Aug 2026.