WealthTrak Capital Management’s Freshworks FRSH Stock Holding History

WealthTrak Capital Management’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 Q3	–	Sell	-30	Closed	-$448	–	388
2025 Q2	$448	Buy	30 +15	+100%	+$216	﹤0.01%	679
2025 Q1	$212	Buy	+15	New	+$251	﹤0.01%	841

Other funds holding FRSH

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Alphabet Inc Mountain View, California $4.02B AUM 215.74% 1-Year Est. Return

PXPO

Peak XV Partners Operations Trianon, Mauritius $110M AUM 43.09% 1-Year Est. Return

WCM

WestBridge Capital Management Trianon, Mauritius $79.5M AUM 32.13% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

WealthTrak Capital Management's FRSH Position: Q3 2025 in Review

WealthTrak Capital Management sold out of Freshworks (FRSH) in Q3 2025, closing a stake of 30 shares — an estimated $448 sold.

WealthTrak Capital Management first reported a position in FRSH in Q1 2025 and held it in 2 quarters. The position peaked at $448 in Q2 2025. 315 funds tracked by Wall St. Rank hold FRSH as of Q3 2025.

WealthTrak Capital Management reported no remaining Freshworks position as of Q3 2025 after selling out during the quarter.
WealthTrak Capital Management sold 30 Freshworks shares in Q3 2025, an estimated $448.
WealthTrak Capital Management first reported a position in Freshworks in Q1 2025 and held it in 2 quarters.
WealthTrak Capital Management's Freshworks position peaked at $448 in Q2 2025.
315 funds tracked by Wall St. Rank held Freshworks as of Q3 2025.

Based on WealthTrak Capital Management's 13F filing for Q3 2025, filed 14 Nov 2025.