ENVESTNET ASSET MANAGEMENT INC

Position in FRSH — Freshworks Inc.

CIK 1407543 Berwyn, PA

Position in FRSH

as of Jun 30, 2026 · filed Aug 3, 2026 Compact

Position Value

$136,387

-$34,001 QoQ

Shares Held

13,477

-36.5% QoQ

Ownership

0.005%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#245

of 340 holders

Holding Since

Sep 2021

14 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

ENVESTNET ASSET MANAGEMENT INC holds $3,084,779,072 across 80 Software - Application names. FRSH ranks #74 (0.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UBER	Uber Technologies, Inc	5,606,516	$404,566,194
2	ADP	Automatic Data Processing Inc	1,271,429	$284,736,524
3	PAYX	Paychex Inc	2,764,004	$271,784,513
4	NOW	ServiceNow, Inc.	2,135,278	$211,990,399
5	CDNS	Cadence Design Systems Inc	561,882	$210,885,552
6	SHOP	Shopify Inc.	1,827,570	$208,671,942
7	SNOW	Snowflake Inc.	737,847	$187,782,061
8	CRM	Salesforce, Inc.	1,001,763	$156,936,191

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$136,387	13,477	-36.5%	Shares	Sole	2026-08-03
2026-03-31	$170,388	21,219	-83.5%	Shares	Sole	2026-05-04
2025-12-31	$1,573,782	128,472	+4.0%	Shares	Sole	2026-02-10
2025-09-30	$1,453,724	123,511	+11.6%	Shares	Sole	2025-11-05
2025-06-30	$1,649,851	110,654	+34.1%	Shares	Sole	2025-08-01
2025-03-31	$1,164,103	82,502	+267.7%	Shares	Sole	2025-04-29
2024-12-31	$362,838	22,439	+9.9%	Shares	Sole	2025-02-13
2024-09-30	$234,421	20,420	-69.2%	Shares	Sole	2024-11-07
2024-06-30	$840,268	66,215	+19.4%	Shares	Sole	2024-08-08
2024-03-31	$1,009,580	55,441	+73.3%	Shares	Sole	2024-05-13
2023-12-31	$751,633	31,998	+202.8%	Shares	Sole	2024-02-13
2023-06-30	$185,767	10,567	-0.2%	Shares	Sole	2023-08-04
2023-03-31	$162,631	10,588	+89.5%	Shares	Sole	2023-05-11
2021-09-30	$238,551	5,588	—	Shares	Sole	2021-10-07
No filing history on record for this holder in this stock.