Y-Intercept (HK)’s Freshworks FRSH Stock Holding History

Y-Intercept (HK)’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	$506K	Sell	49,953 -41,370	-45%	-$368K	0.01%	1310
2026 Q1	$733K	Sell	91,323 -93,008	-50%	-$858K	0.01%	1142
2025 Q4	$2.26M	Buy	184,331 +32,271	+21%	+$381K	0.05%	570
2025 Q3	$1.79M	Buy	152,060 +84,061	+124%	+$1.13M	0.04%	677
2025 Q2	$1.01M	Buy	+67,999	New	+$980K	0.02%	932
2025 Q1	–	Sell	-36,101	Closed	-$584K	–	1334
2024 Q4	$584K	Sell	36,101 -96,160	-73%	-$1.37M	0.04%	660
2024 Q3	$1.52M	Buy	132,261 +5,901	+5%	+$70.7K	0.09%	287
2024 Q2	$1.6M	Buy	126,360 +74,722	+145%	+$1.12M	0.09%	316
2024 Q1	$940K	Buy	+51,638	New	+$1.07M	0.07%	414

Other funds holding FRSH

WCM

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Lavelle Capital San Francisco, California $232M AUM

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

NAM

NorthCrest Asset Manangement Plymouth, Minnesota $3.89B AUM 40.33% 1-Year Est. Return

Waddell & Associates Memphis, Tennessee $2.02B AUM 36.49% 1-Year Est. Return

VCM

Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

Y-Intercept (HK)'s FRSH Position: Q2 2026 in Review

Y-Intercept (HK) reduced its Freshworks (FRSH) stake by 45% in Q2 2026, selling an estimated $368K and leaving 49,953 shares worth $506K. The position accounts for 0.01% of the portfolio, ranked #1310.

Y-Intercept (HK) first reported a position in FRSH in Q1 2024 and has held it in 9 quarters since. The position peaked at $2.26M in Q4 2025. 37 funds tracked by Wall St. Rank hold FRSH as of Q2 2026.

Y-Intercept (HK) held 49,953 shares of Freshworks worth $506K as of Q2 2026.
Y-Intercept (HK) sold 41,370 Freshworks shares in Q2 2026, an estimated $368K.
Freshworks made up 0.01% of Y-Intercept (HK)'s portfolio in Q2 2026, its #1310 holding.
Y-Intercept (HK) first reported a position in Freshworks in Q1 2024 and has held it in 9 quarters since.
Y-Intercept (HK)'s Freshworks position peaked at $2.26M in Q4 2025.
37 funds tracked by Wall St. Rank held Freshworks as of Q2 2026.

Based on Y-Intercept (HK)'s 13F filing for Q2 2026, filed 14 Jul 2026.