Covestor Ltd FRSH FRESHWORKS INC-CL A

Ownership history in Covestor Ltd  ·  11 quarters on record

AI Ownership Summary

Covestor Ltd reported FRESHWORKS INC-CL A (FRSH) in 11 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.07% in 2023 Q4. The latest visible filing shows FRSH at 0.04% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this FRSH ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Covestor Ltd's position in FRESHWORKS INC-CL A, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

FRSH was reported at 0.04% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.07% in 2023 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Covestor Ltd held FRSH — position size vs. price
% of Fund (quarterly)    FRSH price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED 7,949 -1,695 -17.6% 0.04% $63 2026-05-05 $9.19
2025 Q4 ADDED 9,644 +2,251 +30.4% 0.06% $118K 2026-02-06 $8.92
2025 Q3 ADDED 7,393 +1,479 +25.0% 0.05% $87K 2025-10-30 $10.93
2025 Q2 ADDED 5,914 +3,204 +118.2% 0.05% $89K 2025-08-11 $12.30
2025 Q1 REDUCED 42.2% +5.7% 2,710 -1,976 -42.2% 0.03% $38K 2025-05-12 $15.67
2024 Q4 ADDED 4,686 +1,087 +30.2% 0.05% $76K 2025-02-13 $17.43
2024 Q3 ADDED 3,599 +1,704 +89.9% 0.03% $41K 2024-11-01 $12.05
2024 Q2 ADDED 1,895 +729 +62.5% 0.02% $24K 2024-08-09 $11.25
2024 Q1 REDUCED 71.7% -29.6% 1,166 -2,954 -71.7% 0.01% $21K 2024-05-10 $13.71
2023 Q4 ADDED 4,120 +3,697 +874.0% 0.07% $97K 2024-02-09 $21.71
1 older quarter hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About Covestor Ltd and FRSH

These are the practical questions this page is built to answer before you even open the full history table.

How long has Covestor Ltd reported owning FRSH?

Covestor Ltd reported FRSH across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported FRSH position in Covestor Ltd's portfolio?

The largest reported portfolio weight for FRSH was 0.07% in 2023 Q4.

What is the latest reported FRSH position on this page?

The most recent filing on this page is 2026 Q1, when Covestor Ltd reported 7,949 shares, equal to 0.04% of portfolio, with an estimated market value of $63.

What does the chart on this FRSH ownership page compare?

The chart compares Covestor Ltd's quarterly FRSH portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Covestor Ltd time their FRSH position?

Based on 13F filing dates vs. subsequent FRSH price moves, Covestor Ltd correctly timed 6 out of 10 reported position changes (60%). The annualised alpha on FRSH relative to SPY over the holding period was -37.3%.

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