SUMMIT SECURITIES GROUP LLC
Broker-DealerPosition in FRSH — Freshworks Inc.
CIK 1531593
NEW YORK, NY
Position in FRSH
as of Mar 31, 2026
· filed Apr 30, 2026
Position Value
$48,525
+$22,666 QoQ
Shares Held
6,043
+186.3% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2025
3 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in FRSH Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026SUMMIT SECURITIES GROUP LLC holds $1,546,421 across 25 Software - Application names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DBD |
DIEBOLD NIXDORF, Inc
|
4,687 | $398,488 | |
| 2 | RNG |
RingCentral, Inc.
|
3,720 | $145,005 | |
| 3 | FROG |
JFrog Ltd
|
1,425 | $129,504 | |
| 4 | DOCU |
Docusign, Inc.
|
2,308 | $102,521 | |
| 5 | FSLY |
Fastly, Inc.
|
5,100 | $93,636 | |
| 6 | MSTR |
Strategy Inc
|
1,056 | $91,798 | |
| 7 | FIG |
Figma, Inc.
|
5,000 | $90,450 | |
| 8 | NOW |
ServiceNow, Inc.
|
739 | $73,367 |
All Filings in FRSH
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $48,525 | 6,043 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $25,859 | 2,111 | Shares | Sole | 2026-02-17 | |
| 2025-03-31 | $8,776 | 622 | Shares | Sole | 2025-05-13 | |
| No filing history on record for this holder in this stock. | ||||||