WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

Position in FRSH — Freshworks Inc.

CIK 1632972 PLYMOUTH, MN

Position in FRSH

as of Jun 30, 2026 · filed Jul 15, 2026 Compact

Position Value

$3,690,156

+$2,724,260 QoQ

Shares Held

364,640

+203.1% QoQ

Ownership

0.140%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#70

of 342 holders

Holding Since

Sep 2023

12 quarters on record

Voting authority Sole 4% Shared 0% None 96%

Technology · as of Jun 30, 2026

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC holds $435,306,642 across 101 Software - Application names. FRSH ranks #26 (0.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NOW	ServiceNow, Inc.	501,815	$49,820,193
2	INTU	Intuit Inc.	161,048	$42,033,528
3	ADP	Automatic Data Processing Inc	175,697	$39,347,343
4	CRM	Salesforce, Inc.	163,367	$25,593,074
5	SNOW	Snowflake Inc.	97,262	$24,753,179
6	ADSK	Autodesk, Inc.	104,658	$20,347,608
7	ADBE	Adobe Inc.	98,678	$20,230,963
8	SHOP	Shopify Inc.	164,440	$18,775,759

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,690,156	364,640	+203.1%	Shares	Sole	2026-07-15
2026-03-31	$965,896	120,286	+50.8%	Shares	Sole	2026-04-08
2025-12-31	$976,925	79,749	+264.3%	Shares	Sole	2026-01-08
2025-09-30	$257,633	21,889	-13.3%	Shares	Sole	2025-10-29
2025-06-30	$376,552	25,255	-6.0%	Shares	Sole	2025-07-10
2025-03-31	$379,248	26,878	+128.1%	Shares	Sole	2025-04-16
2024-12-31	$190,579	11,786	+3.6%	Shares	Sole	2025-03-17
2024-09-30	$130,619	11,378	-2.5%	Shares	Sole	2024-10-24
2024-06-30	$148,117	11,672	+5.4%	Shares	Sole	2024-07-16
2024-03-31	$201,675	11,075	-1.4%	Shares	Sole	2024-04-15
2023-12-31	$263,816	11,231	-1.7%	Shares	Sole	2024-01-30
2023-09-30	$227,526	11,422	—	Shares	Sole	2023-11-13
No filing history on record for this holder in this stock.