BOLTON SECURITIES CORPORATION’s Freshworks FRSH Stock Holding History

BOLTON SECURITIES CORPORATION’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 Q3	$128K	Buy	+10,000	New	+$119K	﹤0.01%	1050

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Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Jupiter Asset Management London, United Kingdom $21.4B AUM 19.74% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

IEQ Capital Foster City, California $23.5B AUM 29.01% 1-Year Est. Return

BOLTON SECURITIES CORPORATION's FRSH Position: Q3 2026 in Review

BOLTON SECURITIES CORPORATION opened a new position in Freshworks (FRSH) in Q3 2026: 10,000 shares worth $128K. The stake represents ﹤0.01% of the portfolio and ranks #1050 among its holdings.

209 funds tracked by Wall St. Rank hold FRSH as of Q3 2026.

BOLTON SECURITIES CORPORATION held 10,000 shares of Freshworks worth $128K as of Q3 2026.
Freshworks was a new BOLTON SECURITIES CORPORATION position in Q3 2026.
Freshworks made up ﹤0.01% of BOLTON SECURITIES CORPORATION's portfolio in Q3 2026, its #1050 holding.
209 funds tracked by Wall St. Rank held Freshworks as of Q3 2026.

Based on BOLTON SECURITIES CORPORATION's 13F filing for Q3 2026, filed 12 Nov 2026.