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IFP Advisors, Inc

SEC CIK
0001641866
Latest filing
Jul 20, 2026

FRSH holding history

Freshworks Inc. in every 13F filed by IFP Advisors, Inc, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

FRSH overviewAll 13F holders of FRSHFull Q2 2026 holdings

Shares (Q2 2026)
8,120
Value
$82.2K
% of portfolio
<0.1%
Quarters held
9
Since Q4 2023
Holdings of FRSH by IFP Advisors, Inc, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20268,120$82.2K<0.1%+2,765+51.6%AddedHolders
Q1 20265,355$43.0K<0.1%+3,203+148.8%AddedHolders
Q4 20252,152$26.4K<0.1%+1,948+954.9%AddedHolders
Q3 2025204$2.40K<0.1%+39+23.6%AddedHolders
Q2 2025165$2.46K<0.1%+165AddedHolders
Q1 20250$141<0.1%0UnchangedHolders
Q4 20240$162<0.1%0NewHolders
Q2 20240$00.0%−103−100.0%Sold outHolders
Q1 2024103$1.88K<0.1%+52+102.0%AddedHolders
Q4 202351$1.20K<0.1%+51NewHolders