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Creative Planning FRSH Position History

Freshworks Inc.

Quarters held
8
Latest value
$7.7M
Q3 2026
Peak value
$7.7M
First seen
Q3 2025

Dollar value over time

Show data table
PeriodPosition value
Q3 2025$842K
Q3 2025$6K
Q4 2025$1.8M
Q1 2026$3M
Q2 2026$94K
Q2 2026$5.9M
Q3 2026$119K
Q3 2026$7.7M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$7.7M605.2K——
Q3 2026$119K9.3K——
Q2 2026$5.9M585.5K——
Q2 2026$94K9.3K——
Q1 2026$3M374.9K——
Q4 2025$1.8M150.3K——
Q3 2025$6K537——
Q3 2025$842K71.6K——

Other funds holding FRSH

Other Creative Planning positions

ETHA

ISHARES TR

$19B
ETHA

ISHARES TR

$18.2B
ETHA

ISHARES TR

$15.5B
ETHA

ISHARES TR

$15.5B
ETHA

ISHARES TR

$15B
VGES

VANGUARD BD INDEX FDS

$9.7B
VGES

VANGUARD BD INDEX FDS

$9.6B
VGES

VANGUARD BD INDEX FDS

$9.2B
Creative Planning FRSH Holdings: 13F Position History | Track13F