Freshworks Inc.
FRSH- Exchange
- Nasdaq
- Industry
- Services-Prepackaged Software
- SEC CIK
- 0001544522
In the last 90 days, Freshworks Inc. insiders filed 0 open-market purchases and 4 sales; 343 institutions reported holding it in 13F filings for Q2 2026, worth $2.15B in total; no superinvestor holds it.
13F holders, Q4 2023
Institutional positions in Freshworks Inc. as of Dec 31, 2023. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 239
- +15 vs. Q3 2023
- Shares held
- 170.9M
- +18.8M (+12.3%) vs. Q3 2023
- Total value
- $4.01B
- +$985.4M (+32.5%) vs. Q3 2023
- New holders
- 44
- 84 more added
- Sold out
- 29
- 76 more reduced
2 institutions that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 2023: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting FRSH on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 343 | $2.15B |
| Q1 2026 | 331 | $1.73B |
| Q4 2025 | 330 | $2.58B |
| Q3 2025 | 316 | $2.41B |
| Q2 2025 | 298 | $3.09B |
| Q1 2025 | 301 | $2.89B |
| Q4 2024 | 281 | $3.28B |
| Q3 2024 | 253 | $2.15B |
| Q2 2024 | 235 | $2.34B |
| Q1 2024 | 249 | $3.49B |
| Q4 2023 | 239 | $4.01B |
| Q3 2023 | 226 | $3.03B |
| Q2 2023 | 183 | $2.42B |
| Q1 2023 | 176 | $1.81B |
| Q4 2022 | 149 | $1.84B |
| Q3 2022 | 148 | $1.49B |
| Q2 2022 | 144 | $1.22B |
| Q1 2022 | 123 | $1.30B |
| Q4 2021 | 96 | $1.39B |
| Q3 2021 | 117 | $1.51B |
| Q2 2021 | 0 | $0 |
| Q1 2021 | 0 | $0 |
Institutions, Q4 2023
Shares, value and share of portfolio for each institution holding Freshworks Inc.; share changes are against Q3 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| EverSource Wealth Advisors, LLC | 21 | $493 | 0.00% | +21 | New |
| Plato Investment Management Ltd | 42 | $986 | 0.00% | +42 | New |
| Valley National Advisers Inc | 55 | $1.00K | 0.00% | +10+22.2% | Added |
| CWM, LLC | 62 | $1.00K | 0.00% | +27+77.1% | Added |
| Farther Finance Advisors, LLC | 45 | $1.06K | 0.00% | +45 | New |
| Allworth Financial LP | 45 | $1.06K | 0.00% | +45 | New |
| IFP Advisors, Inc | 51 | $1.20K | 0.00% | +51 | New |
| Institutional & Family Asset Management, LLC | 56 | $1.31K | 0.00% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 78 | $1.83K | 0.00% | +78 | New |
| Principal Securities, Inc. | 79 | $1.86K | 0.00% | +79 | New |
| Neo Ivy Capital Management | 88 | $2.00K | 0.00% | −3,956−97.8% | Reduced |
| Global Retirement Partners, LLC | 90 | $2.10K | 0.00% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 118 | $2.77K | 0.00% | +118 | New |
| Versant Capital Management, Inc | 126 | $2.96K | 0.00% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 148 | $3.48K | 0.00% | +23+18.4% | Added |
| Private Wealth Management Group, LLC | 167 | $3.92K | 0.00% | +167 | New |
| Ancora Advisors, LLC | 169 | $3.97K | 0.00% | 00.0% | Unchanged |
| Cutler Group LP | 268 | $6.00K | 0.00% | −3,511−92.9% | Reduced |
| Ci Investments Inc. | 243 | $6.00K | 0.00% | +243 | New |
| Emfo, LLC | 307 | $7.21K | 0.01% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 391 | $9.19K | 0.00% | +63+19.2% | Added |
| Migdal Insurance & Financial Holdings Ltd. | 565 | $14.0K | 0.00% | +6+1.1% | Added |
| The PNC Financial Services Group, Inc. | 670 | $15.7K | 0.00% | +21+3.2% | Added |
| Lindbrook Capital, LLC | 812 | $19.1K | 0.00% | −99−10.9% | Reduced |
| Quarry LP | 1,140 | $26.8K | 0.01% | −1,022−47.3% | Reduced |
| Nisa Investment Advisors, LLC | 1,575 | $37.0K | 0.00% | −1,400−47.1% | Reduced |
| Focused Wealth Management, Inc | 1,850 | $43.5K | 0.01% | 00.0% | Unchanged |
| Advisors Asset Management, Inc. | 2,214 | $52.0K | 0.00% | +551+33.1% | Added |
| C M Bidwell & Associates Ltd | 2,285 | $53.7K | 0.04% | 00.0% | Unchanged |
| KBC Group NV | 3,440 | $81.0K | 0.00% | 00.0% | Unchanged |
| BI Asset Management Fondsmaeglerselskab A/S | 3,718 | $87.0K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 4,120 | $97.0K | 0.07% | +3,697+874.0% | Added |
| State of Wyoming | 4,471 | $105.0K | 0.02% | −18,311−80.4% | Reduced |
| Delta Asset Management LLC | 5,085 | $119.4K | 0.01% | 00.0% | Unchanged |
| Aquatic Capital Management LLC | 6,800 | $160.0K | 0.00% | −15,700−69.8% | Reduced |
| Quest Partners LLC | 7,080 | $166.3K | 0.04% | +7,080 | New |
| Gotham Asset Management, LLC | 8,758 | $205.7K | 0.00% | −49,970−85.1% | Reduced |
| O'Shaughnessy Asset Management, LLC | 9,135 | $214.6K | 0.00% | +9,135 | New |
| Metropolitan Life Insurance Co | 9,361 | $219.9K | 0.01% | 00.0% | Unchanged |
| XTX Topco Ltd | 9,529 | $223.8K | 0.05% | +9,529 | New |
| Northside Capital Management, LLC | 9,639 | $226.4K | 0.07% | +9,639 | New |
| Xponance, Inc. | 9,817 | $230.6K | 0.00% | +9,817 | New |
| Two Sigma Securities, LLC | 10,131 | $238.0K | 0.01% | +10,131 | New |
| Mackenzie Financial Corp | 10,318 | $242.4K | 0.00% | 00.0% | Unchanged |
| DekaBank Deutsche Girozentrale | 10,799 | $258.0K | 0.00% | −65,100−85.8% | Reduced |
| LPL Financial LLC | 10,999 | $258.4K | 0.00% | −387−3.4% | Reduced |
| Parsons Capital Management Inc | 11,058 | $259.8K | 0.02% | 00.0% | Unchanged |
| Alyeska Investment Group, L.P. | 11,070 | $260.0K | 0.00% | −223,071−95.3% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 11,231 | $263.8K | 0.00% | −191−1.7% | Reduced |
| AMG National Trust Bank | 11,415 | $268.1K | 0.01% | 00.0% | Unchanged |
| Amundi | 12,040 | $275.2K | 0.00% | −26,969−69.1% | Reduced |
| Brinker Capital Investments, LLC | 12,713 | $288.6K | 0.00% | +12,713 | New |
| Orion Portfolio Solutions, LLC | 12,713 | $288.6K | 0.00% | +12,713 | New |
| Corton Capital Inc. | 12,546 | $294.7K | 0.09% | −7,519−37.5% | Reduced |
| Allspring Global Investments Holdings, LLC | 12,595 | $295.9K | 0.00% | −3,819−23.3% | Reduced |
| Sapient Capital LLC | 13,023 | $305.9K | 0.01% | +13,023 | New |
| CenterBook Partners LP | 13,122 | $308.2K | 0.04% | −57,540−81.4% | Reduced |
| Quadrature Capital Ltd | 13,405 | $315.0K | 0.01% | −112,708−89.4% | Reduced |
| Verition Fund Management LLC | 13,509 | $317.3K | 0.00% | −27,772−67.3% | Reduced |
| Cary Street Partner Investment Advisory LLC | 14,425 | $338.8K | 0.02% | 00.0% | Unchanged |
| Cary Street Partners Asset Management LLC | 14,425 | $338.8K | 0.06% | 00.0% | Unchanged |
| Clarius Group, LLC | 15,186 | $356.7K | 0.03% | 00.0% | Unchanged |
| Frank, Rimerman Advisors LLC | 15,792 | $371.0K | 0.08% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 15,982 | $375.4K | 0.05% | −1,843−10.3% | Reduced |
| Jasper Ridge Partners, L.P. | 16,155 | $379.5K | 0.02% | +5,256+48.2% | Added |
| Point72 Middle East FZE | 16,389 | $385.0K | 0.03% | +16,389 | New |
| Ameritas Investment Partners, Inc. | 16,782 | $394.2K | 0.01% | +675+4.2% | Added |
| Pictet Asset Management Holding SA | 16,847 | $395.7K | 0.00% | +1,796+11.9% | Added |
| Versor Investments LP | 18,200 | $427.5K | 0.09% | −18,659−50.6% | Reduced |
| Westpac Banking Corp | 18,595 | $436.8K | 0.04% | +18,595 | New |
| DC Investments Management, LLC | 18,907 | $444.1K | 0.45% | 00.0% | Unchanged |
| Captrust Financial Advisors | 19,852 | $466.3K | 0.00% | +1,574+8.6% | Added |
| Hel Ved Capital Management Ltd | 20,500 | $481.5K | 0.14% | +20,500 | New |
| Jefferies Financial Group Inc. | 21,140 | $496.6K | 0.01% | +21,140 | New |
| Victory Capital Management Inc | 21,308 | $500.5K | 0.00% | +5,093+31.4% | Added |
| Public Employees Retirement Association of Colorado | 21,471 | $504.0K | 0.00% | 00.0% | Unchanged |
| FORA Capital, LLC | 22,302 | $523.9K | 0.05% | +22,302 | New |
| Amalgamated Bank | 23,220 | $545.0K | 0.00% | −1,627−6.5% | Reduced |
| Marshall Wace, LLP | 24,596 | $577.8K | 0.00% | −6,162−20.0% | Reduced |
| Axq Capital, LP | 24,600 | $577.9K | 0.15% | +24,600 | New |
| American Century Companies Inc | 24,935 | $585.7K | 0.00% | +2,160+9.5% | Added |
| Walleye Capital LLC | 26,361 | $619.2K | 0.01% | +15,552+143.9% | Added |
| Aigen Investment Management, LP | 26,526 | $623.1K | 0.11% | −105,807−80.0% | Reduced |
| Jump Financial, LLC | 26,531 | $623.2K | 0.02% | −72,195−73.1% | Reduced |
| Handelsbanken Fonder AB | 26,600 | $625.0K | 0.00% | +12,100+83.4% | Added |
| ProShare Advisors LLC | 26,834 | $630.3K | 0.00% | +5,775+27.4% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 27,867 | $654.6K | 0.00% | −867−3.0% | Reduced |
| Quent Capital, LLC | 28,500 | $669.5K | 0.09% | 00.0% | Unchanged |
| Teacher Retirement System of Texas | 28,714 | $674.0K | 0.00% | +3,503+13.9% | Added |
| Graham Capital Management, L.P. | 31,606 | $742.4K | 0.02% | −30,904−49.4% | Reduced |
| Walleye Trading LLC | 31,767 | $746.2K | 0.01% | +29,399+1,241.5% | Added |
| Jennison Associates LLC | 31,971 | $751.0K | 0.00% | +2,743+9.4% | Added |
| Envestnet Asset Management Inc | 31,998 | $751.6K | 0.00% | +31,998 | New |
| Summit Global Investments | 32,003 | $752.0K | 0.05% | +32,003 | New |
| Harbor Capital Advisors, Inc. | 34,006 | $798.8K | 0.16% | +13,465+65.6% | Added |
| Tower Research Capital LLC (TRC) | 34,650 | $813.9K | 0.01% | +29,598+585.9% | Added |
| UBS Oconnor LLC | 35,000 | $822.1K | 0.03% | +35,000 | New |
| Board of Trustees of The Leland Stanford Junior University | 35,019 | $822.6K | 0.05% | +638+1.9% | Added |
| Fox Run Management, L.L.C. | 35,988 | $845.4K | 0.22% | +35,988 | New |
| Catalyst Private Wealth, LLC | 36,153 | $849.2K | 0.40% | +36,153 | New |