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Waddell & Associates’s Freshworks FRSH Stock Holding History

Waddell & Associates’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 		$357K Buy
35,228
+20,468
+139% +$182K 0.02% 353
2026
Q1 		$119K Buy
+14,760
New +$136K 0.01% 436

Other funds holding FRSH

WCM
WestBridge Capital Management Trianon, Mauritius $79.5M AUM 32.13% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
IWM
Inlight Wealth Management Atlanta, Georgia $315M AUM 26.98% 1-Year Est. Return
LC
Lavelle Capital San Francisco, California $232M AUM
HIM
Herald Investment Management London, United Kingdom $737M AUM 158.15% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
PFSRSONJ
Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
KF
Krilogy Financial St. Louis, Missouri $3.38B AUM 30.57% 1-Year Est. Return

Waddell & Associates's FRSH Position: Q2 2026 in Review

Waddell & Associates increased its Freshworks (FRSH) stake by 139% in Q2 2026, buying an estimated $182K and bringing the position to 35,228 shares worth $357K. The position accounts for 0.02% of the portfolio, ranked #353.

Waddell & Associates first reported a position in FRSH in Q1 2026 and has held it in 2 quarters since. 62 funds tracked by Wall St. Rank hold FRSH as of Q2 2026.

  • Waddell & Associates held 35,228 shares of Freshworks worth $357K as of Q2 2026.
  • Waddell & Associates bought 20,468 Freshworks shares in Q2 2026, an estimated $182K.
  • Freshworks made up 0.02% of Waddell & Associates's portfolio in Q2 2026, its #353 holding.
  • Waddell & Associates first reported a position in Freshworks in Q1 2026 and has held it in 2 quarters since.
  • 62 funds tracked by Wall St. Rank held Freshworks as of Q2 2026.

Based on Waddell & Associates's 13F filing for Q2 2026, filed 15 Jul 2026.