Freshworks Inc. (FRSH) — Institutional Holders, Q2 2026 (page 4)
343 institutional investment managers reported a FRSH position on SEC Form 13F-HR for the quarter ended June 30, 2026, with a combined reported value of $2.1B. Every filer is listed below, ranked by position value, 100 per page; this page shows ranks 301 to 343. Put and call option positions are excluded, and a firm filing several lots or share classes is shown once with its total.
FRSH 13F holders ranked 301–343 of 343
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 301 | Global Retirement Partners#301 · 407 sh | 407 | $4.1K | <0.01% | — |
| 302 | JPL Wealth Management#302 · 311 sh | 311 | $3.1K | <0.01% | +9.5% |
| 303 | Continuum Advisory#303 · 297 sh | 297 | $3.0K | <0.01% | New |
| 304 | Wealth Enhancement Services#304 · 292 sh | 292 | $3.0K | — | New |
| 305 | Fulcrum Asset Management LLP#305 · 278 sh | 278 | $2.8K | <0.01% | New |
| 306 | Quarry#306 · 269 sh | 269 | $2.7K | <0.01% | New |
| 307 | Optiver Holding B.V.#307 · 238 sh | 238 | $2.4K | 0.00% | -96.2% |
| 308 | Godfrey Financial Associates#308 · 218 sh | 218 | $2.2K | <0.01% | 0.0% |
| 309 | Avion Wealth#309 · 265 sh | 265 | $2.0K | <0.01% | +31.2% |
| 310 | CARY STREET PARTNERS INVESTMENT ADVISORY#310 · 176 sh | 176 | $1.8K | <0.01% | +151.4% |
| 311 | Physician Wealth Advisors#311 · 169 sh | 169 | $1.7K | — | +168.3% |
| 312 | TD PRIVATE CLIENT WEALTH#312 · 162 sh | 162 | $1.6K | 0.00% | New |
| 313 | Union Bankshares#313 · 150 sh | 150 | $1.5K | 0.00% | New |
| 314 | Hughes Financial Services#314 · 137 sh | 137 | $1.4K | <0.01% | +2640.0% |
| 315 | Federation des caisses Desjardins du Quebec#315 · 128 sh | 128 | $1.3K | 0.00% | 0.0% |
| 316 | Transamerica Financial Advisors#316 · 113 sh | 113 | $1.1K | <0.01% | +391.3% |
| 317 | Caitong International Asset Management , Ltd#317 · 102 sh | 102 | $1.0K | <0.01% | +34.2% |
| 318 | FINANCIAL CONSULATE#318 · 100 sh | 100 | $1.0K | — | 0.0% |
| 319 | Capital Advisors, Ltd.#319 · 69 sh | 69 | $1.0K | <0.01% | -2.8% |
| 320 | Bare Financial Services#320 · 67 sh | 67 | $678.00 | <0.01% | -48.1% |
| 321 | Cornerstone Financial Management#321 · 64 sh | 64 | $648.00 | <0.01% | 0.0% |
| 322 | Rialto Wealth Management#322 · 62 sh | 62 | $628.00 | <0.01% | New |
| 323 | Breakwater Investment Management#323 · 61 sh | 61 | $618.00 | — | 0.0% |
| 324 | Steward Partners Investment Advisory#324 · 61 sh | 61 | $617.00 | 0.00% | New |
| 325 | CVA Family Office#325 · 60 sh | 60 | $607.00 | <0.01% | 0.0% |
| 326 | ZIONS BANCORPORATION, NATIONAL ASSOCIATION#326 · 47 sh | 47 | $476.00 | 0.00% | 0.0% |
| 327 | Silver Grove Financial Group#327 · 46 sh | 46 | $466.00 | <0.01% | New |
| 328 | Cornerstone Planning Group#328 · 27 sh | 27 | $272.00 | — | 0.0% |
| 329 | James T. Borello RIA#329 · 15 sh | 15 | $152.00 | — | 0.0% |
| 330 | Creative Capital Management Investments#330 · 14 sh | 14 | $142.00 | 0.00% | New |
| 331 | CoreCap Advisors#331 · 10 sh | 10 | $101.00 | — | 0.0% |
| 332 | NATIONAL BANK OF CANADA#332 · 10 sh | 10 | $101.00 | 0.00% | -90.1% |
| 333 | HFM Investment Advisors#333 · 3 sh | 3 | $31.00 | 0.00% | New |
| 334 | DecisionPoint Financial#334 · 2 sh | 2 | $21.00 | — | New |
| 335 | DiNuzzo Private Wealth#335 · 2 sh | 2 | $21.00 | — | 0.0% |
| 336 | LRI Investments#336 · 2 sh | 2 | $20.00 | 0.00% | New |
| 337 | Keating Financial Advisory Services#337 · 2 sh | 2 | $20.00 | 0.00% | +100.0% |
| 338 | MARYLAND CAPITAL ADVISORS#338 · 1 sh | 1 | $11.00 | — | — |
| 339 | RAFFA WEALTH MANAGEMENT#339 · 1 sh | 1 | $10.00 | 0.00% | 0.0% |
| 340 | Bay Harbor Wealth Management#340 · 1 sh | 1 | $10.00 | 0.00% | 0.0% |
| 341 | Erste Asset Management GmbH#341 · 0 sh | 0 | $0.00 | 0.00% | New |
| 342 | Navigoe#342 · 3 sh | 3 | $0.00 | 0.00% | New |
| 343 | CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM#343 · 217,245 sh | 217,245 | — | — | -11.8% |
Source: Form 13F-HR filings on SEC EDGAR, Q2 2026. Values are as reported by each manager at quarter end. “% of portfolio” is the position’s share of the manager’s total reported 13F value for the same quarter. “New” means the manager filed a 13F for Q1 2026 without this position; a dash means no comparison is available. Where a manager’s own filing is internally inconsistent its value is withheld and it is listed last. 13F data shows reported holdings, not recommendations.