A detailed history of Creative Planning transactions in Freshworks Inc. stock. As of the latest transaction made, Creative Planning holds 72,108 shares of FRSH stock, worth $849,432. This represents 0.0% of its overall portfolio holdings.

Number of Shares
72,108
Previous 84,442 14.61%
Holding current value
$849,432
Previous $1.26 Million 32.64%
% of portfolio
0.0%
Previous 0.0%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 14, 2025

SELL
$11.77 - $15.36 $145,171 - $189,450
-12,334 Reduced 14.61%
72,108 $848,000
Q2 2025

Aug 08, 2025

BUY
$12.07 - $15.98 $71,309 - $94,409
5,908 Added 7.52%
84,442 $1.26 Million
Q1 2025

May 15, 2025

BUY
$14.11 - $19.75 $352,284 - $493,098
24,967 Added 46.61%
78,534 $1.11 Million
Q4 2024

Feb 14, 2025

BUY
$10.88 - $17.02 $125,783 - $196,768
11,561 Added 27.52%
53,567 $866,000
Q3 2024

Oct 11, 2024

BUY
$10.96 - $13.63 $460,385 - $572,541
42,006 New
42,006 $482,000

Others Institutions Holding FRSH

About Freshworks Inc.


  • Ticker FRSH
  • Exchange NASDAQ
  • Sector Technology
  • Industry Software—Application
  • Shares Outstandng 145,388,000
  • Market Cap $1.71B
  • Description
  • Freshworks Inc., a software development company, provides modern software-as-a-service products worldwide. Freshworks Inc. was formerly known as Freshdesk Inc. and changed its name to Freshworks Inc. in June 2017. The company was incorporated in 2010 and is headquartered in San Mateo, California.
More about FRSH
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