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 2024
Institutional positions in Freshworks Inc. as of Dec 31, 2024. 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
- 281
- +33 vs. Q3 2024
- Shares held
- 203.0M
- +17.5M (+9.4%) vs. Q3 2024
- Total value
- $3.28B
- +$1.15B (+54.2%) vs. Q3 2024
- New holders
- 75
- 103 more added
- Sold out
- 42
- 71 more reduced
5 institutions that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 2024: 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 2024
Shares, value and share of portfolio for each institution holding Freshworks Inc.; share changes are against Q3 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Hantz Financial Services, Inc. | 30 | $0 | 0.00% | −107−78.1% | Reduced |
| Migdal Insurance & Financial Holdings Ltd. | 12 | $0 | 0.00% | −55−82.1% | Reduced |
| CoreCap Advisors, LLC | 10 | $162 | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 0 | $162 | 0.00% | 0 | New |
| True Wealth Design, LLC | 12 | $195 | 0.00% | +12 | New |
| Cary Street Partner Investment Advisory LLC | 25 | $404 | 0.00% | −14,400−99.8% | Reduced |
| Farther Finance Advisors, LLC | 25 | $404 | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 26 | $420 | 0.00% | +26 | New |
| Bullock Wealth Management Group | 37 | $598 | 0.00% | −31−45.6% | Reduced |
| SRS Capital Advisors, Inc. | 41 | $663 | 0.00% | +41 | New |
| Plato Investment Management Ltd | 42 | $682 | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 49 | $793 | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 57 | $922 | 0.00% | +57 | New |
| Bell Investment Advisors, Inc | 69 | $1.12K | 0.00% | +69 | New |
| Leonteq Securities AG | 88 | $1.42K | 0.00% | −7,601−98.9% | Reduced |
| Global Retirement Partners, LLC | 90 | $1.46K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 93 | $1.49K | 0.00% | +19+25.7% | Added |
| Federation des caisses Desjardins du Quebec | 128 | $2.07K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 129 | $2.09K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 152 | $2.46K | 0.00% | +118+347.1% | Added |
| Rothschild Investment LLC | 165 | $2.67K | 0.00% | −65−28.3% | Reduced |
| Bellevue Asset Management, LLC | 178 | $2.88K | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 187 | $3.02K | 0.00% | −46−19.7% | Reduced |
| Sterling Capital Management LLC | 209 | $3.38K | 0.00% | +2+1.0% | Added |
| Versant Capital Management, Inc | 222 | $3.59K | 0.00% | −34−13.3% | Reduced |
| Private Wealth Management Group, LLC | 278 | $4.50K | 0.00% | +185+198.9% | Added |
| GeoWealth Management, LLC | 279 | $4.51K | 0.00% | +279 | New |
| Signaturefd, LLC | 287 | $4.64K | 0.00% | −12−4.0% | Reduced |
| GAMMA Investing LLC | 342 | $5.53K | 0.00% | +342 | New |
| Clearstead Advisors, LLC | 433 | $7.00K | 0.00% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 470 | $7.60K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 508 | $8.21K | 0.00% | +357+236.4% | Added |
| EverSource Wealth Advisors, LLC | 555 | $8.97K | 0.00% | +265+91.4% | Added |
| SBI Securities Co., Ltd. | 575 | $9.30K | 0.00% | +575 | New |
| Ronald Blue Trust, Inc. | 609 | $9.85K | 0.00% | −2,355−79.5% | Reduced |
| Harbor Investment Advisory, LLC | 873 | $14.1K | 0.00% | +873 | New |
| US Bancorp | 1,080 | $17.5K | 0.00% | −77−6.7% | Reduced |
| R Squared Ltd | 1,100 | $17.8K | 0.02% | +1,100 | New |
| Optiver Holding B.V. | 1,134 | $18.3K | 0.00% | +339+42.6% | Added |
| CWM, LLC | 1,459 | $24.0K | 0.00% | +552+60.9% | Added |
| Avion Wealth | 1,650 | $26.0K | 0.01% | +1,650 | New |
| Allworth Financial LP | 1,732 | $29.9K | 0.00% | +132+8.3% | Added |
| Advisors Asset Management, Inc. | 2,335 | $37.8K | 0.00% | −1,328−36.3% | Reduced |
| DekaBank Deutsche Girozentrale | 3,085 | $48.0K | 0.00% | 00.0% | Unchanged |
| National Bank of Canada | 3,967 | $64.1K | 0.00% | +3,700+1,385.8% | Added |
| Nisa Investment Advisors, LLC | 4,393 | $71.0K | 0.00% | +2,223+102.4% | Added |
| Covestor Ltd | 4,686 | $76.0K | 0.05% | +1,087+30.2% | Added |
| Delta Asset Management LLC | 5,085 | $82.2K | 0.01% | 00.0% | Unchanged |
| Quarry LP | 5,410 | $87.5K | 0.02% | +1,750+47.8% | Added |
| Amalgamated Bank | 7,054 | $114.0K | 0.00% | 00.0% | Unchanged |
| KBC Group NV | 7,604 | $123.0K | 0.00% | +2,824+59.1% | Added |
| Bessemer Group Inc | 7,793 | $126.0K | 0.00% | −38,310−83.1% | Reduced |
| Danske Bank A/S | 8,000 | $129.4K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 9,632 | $155.7K | 0.00% | +8,403+683.7% | Added |
| Royal Bank of Canada | 9,685 | $157.0K | 0.00% | −15,365−61.3% | Reduced |
| Colony Group, LLC | 10,313 | $166.8K | 0.00% | +10,313 | New |
| BI Asset Management Fondsmaeglerselskab A/S | 10,508 | $170.0K | 0.00% | +10,508 | New |
| Advisor Group Holdings, Inc. | 11,050 | $175.3K | 0.00% | −45,863−80.6% | Reduced |
| Parsons Capital Management Inc | 11,058 | $178.8K | 0.01% | 00.0% | Unchanged |
| BluePointe Capital Management, LLC | 11,102 | $179.5K | 0.10% | +11,102 | New |
| Tower Research Capital LLC (TRC) | 11,108 | $179.6K | 0.00% | +9,654+664.0% | Added |
| AMG National Trust Bank | 11,415 | $182.6K | 0.01% | 00.0% | Unchanged |
| Everence Capital Management Inc | 11,740 | $190.0K | 0.01% | +11,740 | New |
| Cetera Investment Advisers | 11,754 | $190.1K | 0.00% | +11,754 | New |
| Wealth Enhancement Advisory Services, LLC | 11,786 | $190.6K | 0.00% | +408+3.6% | Added |
| Aigen Investment Management, LP | 11,982 | $193.7K | 0.03% | −86,246−87.8% | Reduced |
| Cornerstone Investment Partners, LLC | 12,226 | $197.7K | 0.01% | +14+0.1% | Added |
| Petrus Trust Company, LTA | 12,452 | $201.3K | 0.02% | −47,724−79.3% | Reduced |
| Allspring Global Investments Holdings, LLC | 12,704 | $205.4K | 0.00% | +30+0.2% | Added |
| Jaffetilchin Investment Partners, LLC | 12,890 | $208.4K | 0.02% | +12,890 | New |
| Mackenzie Financial Corp | 13,148 | $212.6K | 0.00% | 00.0% | Unchanged |
| Bayforest Capital Ltd | 13,521 | $218.6K | 0.27% | +13,521 | New |
| Russell Investments Group, Ltd. | 13,635 | $220.5K | 0.00% | +13,635 | New |
| SG Americas Securities, LLC | 13,909 | $225.0K | 0.00% | −8,725−38.5% | Reduced |
| Numerai GP LLC | 14,151 | $228.8K | 0.06% | −318,921−95.8% | Reduced |
| Cary Street Partners Financial LLC | 14,425 | $233.3K | 0.01% | +14,425 | New |
| Quest Partners LLC | 14,644 | $236.8K | 0.03% | −6,833−31.8% | Reduced |
| Prudential Financial Inc | 14,815 | $239.6K | 0.00% | 00.0% | Unchanged |
| Xponance, Inc. | 14,847 | $240.1K | 0.00% | +1,369+10.2% | Added |
| EntryPoint Capital, LLC | 14,901 | $240.9K | 0.10% | +14,901 | New |
| Mariner, LLC | 15,153 | $245.0K | 0.00% | +5,131+51.2% | Added |
| Clarius Group, LLC | 15,186 | $245.6K | 0.02% | 00.0% | Unchanged |
| Frank, Rimerman Advisors LLC | 16,093 | $260.2K | 0.02% | −16−0.1% | Reduced |
| Quadrature Capital Ltd | 16,227 | $262.4K | 0.01% | −54,915−77.2% | Reduced |
| Al Mehwar Commercial Investments LLC | 16,456 | $266.1K | 0.04% | +16,456 | New |
| EP Wealth Advisors, LLC | 16,706 | $270.1K | 0.00% | +16,706 | New |
| Principal Financial Group Inc | 17,767 | $287.3K | 0.00% | −1,502−7.8% | Reduced |
| Rockefeller Capital Management L.P. | 18,193 | $294.2K | 0.00% | +18,193 | New |
| DC Investments Management, LLC | 18,907 | $305.7K | 0.20% | 00.0% | Unchanged |
| Woodline Partners LP | 18,998 | $307.2K | 0.00% | −10,999−36.7% | Reduced |
| CIBC World Markets Corp | 19,352 | $312.9K | 0.00% | +19,352 | New |
| Vident Advisory, LLC | 19,541 | $316.0K | 0.01% | +19,541 | New |
| JT Stratford LLC | 20,133 | $325.6K | 0.05% | +5,917+41.6% | Added |
| State of Tennessee, Treasury Department | 20,829 | $336.8K | 0.00% | +20,829 | New |
| Ameritas Investment Partners, Inc. | 20,947 | $338.7K | 0.01% | 00.0% | Unchanged |
| Sapient Capital LLC | 21,221 | $343.1K | 0.01% | +6,895+48.1% | Added |
| Victory Capital Management Inc | 21,281 | $344.1K | 0.00% | −38,427−64.4% | Reduced |
| Public Employees Retirement Association of Colorado | 21,471 | $347.0K | 0.00% | 00.0% | Unchanged |
| Bridgefront Capital, LLC | 22,412 | $362.4K | 0.12% | −25,099−52.8% | Reduced |
| Envestnet Asset Management Inc | 22,439 | $362.8K | 0.00% | +2,019+9.9% | Added |