FRSH β€” FRESHWORKS INC

Ownership history in OPPENHEIMER & CO INC  Β·  6 quarters on record

AI Ownership Summary

OPPENHEIMER & CO INC reported FRESHWORKS INC (FRSH) in 6 quarterly 13F filings from 2024 Q1 through 2025 Q3. Peak portfolio weight reached 0.01% in 2024 Q1. The latest visible filing shows FRSH at 0.00% 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.

What this FRSH ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was OPPENHEIMER & CO INC's position in FRESHWORKS INC, 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
2025 Q3

FRSH was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.01% in 2024 Q1

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

Time in book
Holding Window
2024 Q1 to 2025 Q3

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 OPPENHEIMER & CO INC held FRSH β€” position size vs. price
% of Fund (quarterly)    FRSH price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 6 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 UNCHANGED 11,900 β€” 0% 0.00% $140K 2025-11-06 $10.85
2025 Q2 UNCHANGED 11,900 β€” 0% 0.00% $177K 2025-07-31 $12.99
2025 Q1 REDUCED 11,900 -6,700 -36.0% 0.00% $168K 2025-04-23 $12.78
2024 Q3 REDUCED 18,600 -2,300 -11.0% 0.00% $214K 2024-11-05 $12.44
2024 Q2 REDUCED 20,900 -3,500 -14.3% 0.00% $265K 2024-08-08 $11.28
2024 Q1 INITIATED 24,400 β€” β€” 0.01% $444K 2024-05-07 $14.26

FAQ About OPPENHEIMER & CO INC and FRSH

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

How long has OPPENHEIMER & CO INC reported owning FRSH?

OPPENHEIMER & CO INC reported FRSH across 6 quarterly 13F filings, from 2024 Q1 through 2025 Q3.

What was the largest reported FRSH position in OPPENHEIMER & CO INC's portfolio?

The largest reported portfolio weight for FRSH was 0.01% in 2024 Q1.

What is the latest reported FRSH position on this page?

The most recent filing on this page is 2025 Q3, when OPPENHEIMER & CO INC reported 11,900 shares, equal to 0.00% of portfolio, with an estimated market value of $140K.

What does the chart on this FRSH ownership page compare?

The chart compares OPPENHEIMER & CO INC'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.

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