Summit Trail Advisors, LLC

SEC CIK: 0001698478
Latest filing: Aug 11, 2026

SEC filings (opens in a new tab)

FRSH holding history

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

FRSH overview All 13F holders of FRSH Full Q2 2026 holdings

Shares (Q2 2026): 24,658
Value: $249.5K
% of portfolio: <0.1%
Quarters held: 2; Since Q1 2026

Holdings of FRSH by Summit Trail Advisors, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	24,658	$249.5K	<0.1%	−784−3.1%	Reduced	Holders
Q1 2026	25,442	$204.3K	<0.1%	+25,442	New	Holders