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Wealthspire Advisors (New York)’s Freshworks FRSH Stock Holding History

Wealthspire Advisors (New York)’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
2025
Q4 		– Sell
-15
Closed -$177 – 1708
2025
Q3 		$177 Buy
+15
New +$202 ﹤0.01% 2949

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WCM
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Citadel Advisors
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TCM
Topline Capital Management Santa Monica, California $605M AUM 26.24% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Wealthspire Advisors (New York)'s FRSH Position: Q4 2025 in Review

Wealthspire Advisors (New York) sold out of Freshworks (FRSH) in Q4 2025, closing a stake of 15 shares — an estimated $177 sold.

Wealthspire Advisors (New York) first reported a position in FRSH in Q3 2025 and held it in 1 quarter. The position peaked at $177 in Q3 2025. 328 funds tracked by Wall St. Rank hold FRSH as of Q4 2025.

  • Wealthspire Advisors (New York) reported no remaining Freshworks position as of Q4 2025 after selling out during the quarter.
  • Wealthspire Advisors (New York) sold 15 Freshworks shares in Q4 2025, an estimated $177.
  • Wealthspire Advisors (New York) first reported a position in Freshworks in Q3 2025 and held it in 1 quarter.
  • Wealthspire Advisors (New York)'s Freshworks position peaked at $177 in Q3 2025.
  • 328 funds tracked by Wall St. Rank held Freshworks as of Q4 2025.

Based on Wealthspire Advisors (New York)'s 13F filing for Q4 2025, filed 13 Feb 2026.