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Freshworks shares owned by Captrust Financial Advisors

Quarter-by-quarter ownership of Freshworks (FRSH) shares owned by Captrust Financial Advisors from 13F filings

Historical chart of Captrust Financial Advisors investment in Freshworks

Tip: Access up to 7 years of quarterly data

All positions including Freshworks held by Captrust Financial Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Freshworks by Captrust Financial Advisors

Quarter filed Position value Share count Share price at filing
2026-06-30 $1.6M 155k 10.12
2026-03-31 $327k 41k 8.03
2025-12-31 $370k 30k 12.25
2025-03-31 $143k 10k 14.11
2023-12-31 $466k 20k 23.49
2023-09-30 $364k 18k 19.92
2022-06-30 $1.0k 100 10.00

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Vanguard Ftse Developed Markets Etf Etf (VEA)
Nvidia Corporation Stock (NVDA)
Ishares 1-3 Year Treasury Bond Etf Etf (SHY)
Vanguard Value Etf (VTV)
Microsoft Corp Stock (MSFT)
Alphabet Inc Cap Stk Cl A Stock (GOOGL)
Ishares Core Msci Total International Stock Etf Etf (IXUS)
Amazon Stock (AMZN)
Schwab Fundamental U.s. Large Company Etf Etf (FNDX)
Vanguard Morningstar Small-cap Etf Etf (VB)
Vanguard S&p 500 Etf Etf (VOO)
Ishares 3-7 Year Treasury Bond Etf Etf (IEI)
Ishares Core Msci Emerging Market Etf Etf (IEMG)

View all positions for Captrust Financial Advisors

Top funds holding Freshworks

BlackRock
Alphabet
Vanguard Portfolio Management
AQR Capital Management
Vanguard Capital Management
Haveli Investment Management
Westbridge Capital Management
Citadel Advisors
Geode Capital Management
Arrowstreet Capital, Limited Partnership
State Street Corporation
Jupiter Asset Management
Hrt Financial
Wellington Management Company
Goldman Sachs Group

View all funds holding Freshworks