Position in FRSH
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$178,334
+$81,581 QoQ
Shares Held
17,622
+46.3% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#226
of 340 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in FRSH Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026Perigon Wealth Management, LLC holds $32,924,582 across 25 Software - Application names. FRSH ranks #22 (0.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CRM |
Salesforce, Inc.
|
36,566 | $5,728,429 | |
| 2 | NOW |
ServiceNow, Inc.
|
54,637 | $5,424,361 | |
| 3 | UBER |
Uber Technologies, Inc
|
50,584 | $3,650,141 | |
| 4 | ADP |
Automatic Data Processing Inc
|
12,253 | $2,744,059 | |
| 5 | SNOW |
Snowflake Inc.
|
8,997 | $2,289,736 | |
| 6 | SAP |
Sap SE
|
9,477 | $1,460,500 | |
| 7 | INTU |
Intuit Inc.
|
5,039 | $1,315,179 | |
| 8 | CHYM |
Chime Financial, Inc.
|
57,137 | $1,170,165 |
All Filings in FRSH
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $178,334 | 17,622 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $96,753 | 12,049 | Shares | Sole | 2026-04-10 | |
| No filing history on record for this holder in this stock. | ||||||