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, Q1 2025
Institutional positions in Freshworks Inc. as of Mar 31, 2025. 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
- 301
- +22 vs. Q4 2024
- Shares held
- 203.1M
- +888.8K (+0.4%) vs. Q4 2024
- Total value
- $2.89B
- −$383.1M (−11.7%) vs. Q4 2024
- New holders
- 68
- 113 more added
- Sold out
- 46
- 78 more reduced
2 institutions that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2025
Shares, value and share of portfolio for each institution holding Freshworks Inc.; share changes are against Q4 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Hantz Financial Services, Inc. | 9 | $0 | 0.00% | −21−70.0% | Reduced |
| IFP Advisors, Inc | 0 | $141 | 0.00% | 0 | Unchanged |
| CoreCap Advisors, LLC | 10 | $141 | 0.00% | 00.0% | Unchanged |
| WealthTrak Capital Management LLC | 15 | $212 | 0.00% | +15 | New |
| Farther Finance Advisors, LLC | 25 | $358 | 0.00% | 00.0% | Unchanged |
| Aspect Partners, LLC | 30 | $423 | 0.00% | +30 | New |
| ORG Partners LLC | 40 | $573 | 0.00% | +40 | New |
| SRS Capital Advisors, Inc. | 41 | $579 | 0.00% | 00.0% | Unchanged |
| Plato Investment Management Ltd | 42 | $599 | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 49 | $692 | 0.00% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 50 | $706 | 0.00% | +50 | New |
| Rakuten Securities, Inc. | 50 | $706 | 0.00% | +50 | New |
| Bell Investment Advisors, Inc | 69 | $974 | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 70 | $987 | 0.00% | +70 | New |
| Hexagon Capital Partners LLC | 73 | $1.03K | 0.00% | +16+28.1% | Added |
| Bullock Wealth Management Group | 97 | $1.39K | 0.00% | +60+162.2% | Added |
| Larson Financial Group LLC | 104 | $1.47K | 0.00% | +78+300.0% | Added |
| Cary Street Partner Investment Advisory LLC | 120 | $1.69K | 0.00% | +95+380.0% | Added |
| Federation des caisses Desjardins du Quebec | 128 | $1.81K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 129 | $1.82K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 131 | $1.90K | 0.00% | +38+40.9% | Added |
| Highline Wealth Partners LLC | 151 | $2.13K | 0.00% | +151 | New |
| Bellevue Asset Management, LLC | 178 | $2.51K | 0.00% | 00.0% | Unchanged |
| Sterling Capital Management LLC | 217 | $3.06K | 0.00% | +8+3.8% | Added |
| Neo Ivy Capital Management | 238 | $3.36K | 0.00% | +238 | New |
| Versant Capital Management, Inc | 243 | $3.43K | 0.00% | +21+9.5% | Added |
| Private Wealth Management Group, LLC | 278 | $3.92K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 292 | $4.12K | 0.00% | +292 | New |
| Parallel Advisors, LLC | 304 | $4.29K | 0.00% | +152+100.0% | Added |
| Rothschild Investment LLC | 345 | $4.87K | 0.00% | +180+109.1% | Added |
| Proffitt & Goodson Inc | 400 | $5.64K | 0.00% | +400 | New |
| Signaturefd, LLC | 413 | $5.83K | 0.00% | +126+43.9% | Added |
| Clearstead Advisors, LLC | 433 | $6.11K | 0.00% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 470 | $6.63K | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 505 | $7.13K | 0.00% | +505 | New |
| Lindbrook Capital, LLC | 511 | $7.21K | 0.00% | +3+0.6% | Added |
| Northwestern Mutual Wealth Management Co | 521 | $7.35K | 0.00% | +521 | New |
| Richardson Financial Services Inc. | 526 | $7.42K | 0.01% | +526 | New |
| S.A. Mason LLC | 600 | $8.47K | 0.00% | +600 | New |
| Ronald Blue Trust, Inc. | 609 | $8.59K | 0.00% | 00.0% | Unchanged |
| Clear Street Markets LLC | 622 | $8.78K | 0.01% | +622 | New |
| True Wealth Design, LLC | 656 | $9.26K | 0.00% | +644+5,366.7% | Added |
| GAMMA Investing LLC | 664 | $9.37K | 0.00% | +322+94.2% | Added |
| EverSource Wealth Advisors, LLC | 849 | $12.0K | 0.00% | +294+53.0% | Added |
| Jones Financial Companies LLLP | 880 | $12.8K | 0.00% | +880 | New |
| Park Circle Co | 1,000 | $14.1K | 0.01% | +1,000 | New |
| Harbor Investment Advisory, LLC | 1,076 | $15.2K | 0.00% | +203+23.3% | Added |
| SBI Securities Co., Ltd. | 1,139 | $16.1K | 0.00% | +564+98.1% | Added |
| Optiver Holding B.V. | 1,184 | $16.7K | 0.00% | +50+4.4% | Added |
| Whittier Trust Co of Nevada Inc | 1,254 | $17.7K | 0.00% | +1,254 | New |
| Advisors Asset Management, Inc. | 1,728 | $24.4K | 0.00% | −607−26.0% | Reduced |
| Allworth Financial LP | 1,844 | $25.2K | 0.00% | +112+6.5% | Added |
| Avion Wealth | 1,650 | $26.0K | 0.01% | 00.0% | Unchanged |
| Coldstream Capital Management Inc | 1,987 | $28.0K | 0.00% | +1,987 | New |
| Covestor Ltd | 2,710 | $38.0K | 0.03% | −1,976−42.2% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 3,743 | $53.0K | 0.00% | −6,765−64.4% | Reduced |
| Quarry LP | 3,766 | $53.1K | 0.01% | −1,644−30.4% | Reduced |
| Nisa Investment Advisors, LLC | 3,909 | $55.2K | 0.00% | −484−11.0% | Reduced |
| Bessemer Group Inc | 4,347 | $61.0K | 0.00% | −3,446−44.2% | Reduced |
| FNY Investment Advisers, LLC | 5,000 | $70.0K | 0.04% | +5,000 | New |
| Delta Asset Management LLC | 5,085 | $71.7K | 0.01% | 00.0% | Unchanged |
| DekaBank Deutsche Girozentrale | 5,899 | $84.0K | 0.00% | +2,814+91.2% | Added |
| Amalgamated Bank | 7,078 | $100.0K | 0.00% | +24+0.3% | Added |
| Liberty Mutual Group Asset Management Inc. | 7,536 | $106.3K | 0.04% | +7,536 | New |
| KBC Group NV | 7,706 | $109.0K | 0.00% | +102+1.3% | Added |
| Danske Bank A/S | 8,000 | $112.9K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 8,331 | $117.6K | 0.00% | +7,251+671.4% | Added |
| Tower Research Capital LLC (TRC) | 9,022 | $127.3K | 0.00% | −2,086−18.8% | Reduced |
| Quest Partners LLC | 9,425 | $133.0K | 0.01% | −5,219−35.6% | Reduced |
| One68 Global Capital, LLC | 10,000 | $141.1K | 0.07% | +10,000 | New |
| Walleye Capital LLC | 10,084 | $142.3K | 0.00% | −86,039−89.5% | Reduced |
| Captrust Financial Advisors | 10,111 | $142.7K | 0.00% | +10,111 | New |
| Teza Capital Management LLC | 10,357 | $146.1K | 0.07% | −43,594−80.8% | Reduced |
| Perbak Capital Partners LLP | 10,430 | $147.2K | 0.11% | +10,430 | New |
| JustInvest LLC | 10,534 | $148.6K | 0.00% | +10,534 | New |
| Caitong International Asset Management Co., Ltd | 11,005 | $155.3K | 0.12% | +11,005 | New |
| Parsons Capital Management Inc | 11,058 | $156.0K | 0.01% | 00.0% | Unchanged |
| Cornerstone Investment Partners, LLC | 11,240 | $158.6K | 0.01% | −986−8.1% | Reduced |
| AMG National Trust Bank | 11,415 | $161.1K | 0.00% | 00.0% | Unchanged |
| Everence Capital Management Inc | 11,740 | $166.0K | 0.01% | 00.0% | Unchanged |
| American Century Companies Inc | 11,769 | $166.1K | 0.00% | −15,238−56.4% | Reduced |
| PharVision Advisers, LLC | 11,836 | $167.0K | 0.23% | −11,074−48.3% | Reduced |
| Oppenheimer & Co Inc | 11,900 | $167.9K | 0.00% | +11,900 | New |
| Quantinno Capital Management LP | 12,314 | $173.8K | 0.00% | +12,314 | New |
| Colony Group, LLC | 12,399 | $174.9K | 0.00% | +2,086+20.2% | Added |
| Picton Mahoney Asset Management | 12,389 | $175.0K | 0.01% | +12,389 | New |
| BluePointe Capital Management, LLC | 12,495 | $176.3K | 0.07% | +1,393+12.5% | Added |
| Keebeck Wealth Management, LLC | 13,118 | $185.1K | 0.03% | +13,118 | New |
| Bayesian Capital Management, LP | 14,207 | $200.5K | 0.03% | −68,100−82.7% | Reduced |
| Cary Street Partners Financial LLC | 14,425 | $203.5K | 0.01% | 00.0% | Unchanged |
| Verdence Capital Advisors LLC | 14,477 | $204.3K | 0.02% | +14,477 | New |
| JT Stratford LLC | 14,821 | $209.1K | 0.04% | −5,312−26.4% | Reduced |
| Clarius Group, LLC | 15,233 | $214.9K | 0.01% | +47+0.3% | Added |
| The PNC Financial Services Group, Inc. | 15,250 | $215.2K | 0.00% | +5,618+58.3% | Added |
| Xponance, Inc. | 15,605 | $220.2K | 0.00% | +758+5.1% | Added |
| Prudential Financial Inc | 15,685 | $221.3K | 0.00% | +870+5.9% | Added |
| Frank, Rimerman Advisors LLC | 16,093 | $227.1K | 0.02% | 00.0% | Unchanged |
| Magnetar Financial LLC | 16,821 | $237.3K | 0.00% | −18,503−52.4% | Reduced |
| Truvestments Capital LLC | 17,307 | $244.2K | 0.05% | +17,307 | New |
| Dakota Wealth Management | 18,945 | $267.3K | 0.01% | +18,945 | New |