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 2 sales; 343 institutions reported holding it in 13F filings for Q2 2026, worth $2.15B in total; no superinvestor holds it.
13F holders, Q1 2026
Institutional positions in Freshworks Inc. as of Mar 31, 2026. 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
- 331
- +8 vs. Q4 2025
- Shares held
- 209.3M
- +34.3M (+19.6%) vs. Q4 2025
- Total value
- $1.73B
- −$484.3M (−21.9%) vs. Q4 2025
- New holders
- 81
- 133 more added
- Sold out
- 73
- 84 more reduced
7 institutions that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 2025: 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 2026
Shares, value and share of portfolio for each institution holding Freshworks Inc.; share changes are against Q4 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Keating Financial Advisory Services, Inc. | 1 | $8 | 0.00% | −53−98.1% | Reduced |
| Bay Harbor Wealth Management, LLC | 1 | $8 | 0.00% | −4−80.0% | Reduced |
| Raffa Wealth Management, LLC | 1 | $8 | 0.00% | +1 | New |
| Curio Wealth, LLC | 1 | $8 | 0.00% | +1 | New |
| DiNuzzo Private Wealth, Inc. | 2 | $17 | 0.00% | −12−85.7% | Reduced |
| Dunhill Financial, LLC | 4 | $34 | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 5 | $40 | 0.00% | +5 | New |
| CoreCap Advisors, LLC | 10 | $80 | 0.00% | 00.0% | Unchanged |
| Root Financial Partners, LLC | 18 | $145 | 0.00% | −201−91.8% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 21 | $169 | 0.00% | −1−4.5% | Reduced |
| Transamerica Financial Advisors, Inc. | 23 | $184 | 0.00% | +23 | New |
| Cornerstone Planning Group LLC | 27 | $249 | 0.00% | +27 | New |
| Plato Investment Management Ltd | 45 | $362 | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, National Association | 47 | $377 | 0.00% | −45−48.9% | Reduced |
| CVA Family Office, LLC | 60 | $482 | 0.00% | +60 | New |
| Breakwater Investment Management | 61 | $490 | 0.00% | +61 | New |
| TopTier Wealth Management, LLC | 62 | $498 | 0.00% | +62 | New |
| UMA Financial Services, Inc. | 63 | $506 | 0.00% | +63 | New |
| Cornerstone Financial Management LLC | 64 | $514 | 0.00% | +64 | New |
| Sunbelt Securities, Inc. | 68 | $546 | 0.00% | −59−46.5% | Reduced |
| Cary Street Partner Investment Advisory LLC | 70 | $562 | 0.00% | −117−62.6% | Reduced |
| Caitong International Asset Management Co., Ltd | 76 | $610 | 0.00% | −862−91.9% | Reduced |
| Financial Consulate, Inc | 100 | $803 | 0.00% | 00.0% | Unchanged |
| National Bank of Canada | 101 | $811 | 0.00% | +101 | New |
| Bullock Wealth Management Group | 101 | $815 | 0.00% | +4+4.1% | Added |
| Avion Wealth | 202 | $1.00K | 0.00% | +160+381.0% | Added |
| Capital Advisors, Ltd. LLC | 71 | $1.00K | 0.00% | +71 | New |
| Federation des caisses Desjardins du Quebec | 128 | $1.03K | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 129 | $1.04K | 0.00% | +1+0.8% | Added |
| SJS Investment Consulting Inc. | 151 | $1.21K | 0.00% | +77+104.1% | Added |
| Basecamp Wealth Advisors LLC | 181 | $1.45K | 0.00% | +181 | New |
| Godfrey Financial Associates, Inc. | 218 | $1.75K | 0.00% | +13+6.3% | Added |
| Parkside Financial Bank & Trust | 235 | $1.89K | 0.00% | +53+29.1% | Added |
| Parallel Advisors, LLC | 280 | $2.25K | 0.00% | +47+20.2% | Added |
| JPL Wealth Management, LLC | 284 | $2.28K | 0.00% | +284 | New |
| Twin Peaks Wealth Advisors, LLC | 300 | $2.41K | 0.00% | +300 | New |
| US Bancorp | 341 | $2.74K | 0.00% | −126−27.0% | Reduced |
| Wealth Preservation Advisors, LLC | 394 | $3.16K | 0.00% | +394 | New |
| Larson Financial Group LLC | 405 | $3.25K | 0.00% | +405 | New |
| Rachor Investment Advisory Services, LLC | 425 | $3.41K | 0.00% | +151+55.1% | Added |
| Private Wealth Management Group, LLC | 498 | $4.00K | 0.00% | +358+255.7% | Added |
| Sound Income Strategies, LLC | 500 | $4.04K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 546 | $4.38K | 0.00% | +430+370.7% | Added |
| Marquette Asset Management, LLC | 555 | $4.46K | 0.00% | +392+240.5% | Added |
| The PNC Financial Services Group, Inc. | 799 | $6.42K | 0.00% | −18,617−95.9% | Reduced |
| Los Angeles Capital Management LLC | 808 | $6.49K | 0.00% | −100,863−99.2% | Reduced |
| GAMMA Investing LLC | 874 | $7.02K | 0.00% | +577+194.3% | Added |
| Freestone Grove Partners LP | 915 | $7.35K | 0.00% | +915 | New |
| Harbor Investment Advisory, LLC | 1,076 | $8.64K | 0.00% | 00.0% | Unchanged |
| Kilter Group LLC | 1,138 | $9.14K | 0.00% | +1,078+1,796.7% | Added |
| Sterling Capital Management LLC | 1,355 | $10.9K | 0.00% | +40+3.0% | Added |
| Massmutual Trust Co FSB | 1,455 | $11.7K | 0.00% | +1,430+5,720.0% | Added |
| Royal Bank of Canada | 1,625 | $12.0K | 0.00% | −27,035−94.3% | Reduced |
| Jones Financial Companies LLLP | 1,536 | $12.1K | 0.00% | +616+67.0% | Added |
| Fifth Third Bancorp | 1,630 | $13.1K | 0.00% | +1,630 | New |
| Huntington National Bank | 1,812 | $14.6K | 0.00% | +1,812 | New |
| Smartleaf Asset Management LLC | 1,846 | $14.8K | 0.00% | +125+7.3% | Added |
| RWM Asset Management, LLC | 1,865 | $15.0K | 0.00% | +1,865 | New |
| MAI Capital Management | 2,092 | $16.8K | 0.00% | +2,070+9,409.1% | Added |
| True Wealth Design, LLC | 2,133 | $17.1K | 0.00% | +1,075+101.6% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 2,266 | $18.2K | 0.00% | +249+12.3% | Added |
| Advisory Services Network, LLC | 2,587 | $20.8K | 0.00% | +2,587 | New |
| Simplex Trading, LLC | 2,640 | $21.2K | 0.00% | −32,817−92.6% | Reduced |
| Kemnay Advisory Services Inc. | 2,962 | $23.8K | 0.00% | +2,532+588.8% | Added |
| Cullen/Frost Bankers, Inc. | 3,085 | $24.8K | 0.00% | +108+3.6% | Added |
| Rothschild Investment LLC | 3,140 | $25.2K | 0.00% | +211+7.2% | Added |
| SBI Securities Co., Ltd. | 3,977 | $31.9K | 0.00% | +1,133+39.8% | Added |
| Nisa Investment Advisors, LLC | 4,855 | $39.0K | 0.00% | +2,124+77.8% | Added |
| Delta Asset Management LLC | 5,085 | $40.8K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 5,091 | $40.9K | 0.00% | +5,013+6,426.9% | Added |
| IFP Advisors, Inc | 5,355 | $43.0K | 0.00% | +3,203+148.8% | Added |
| Leonteq Securities AG | 6,000 | $48.2K | 0.00% | +96+1.6% | Added |
| Clear Street Markets LLC | 6,043 | $48.5K | 0.02% | +3,932+186.3% | Added |
| Meeder Asset Management Inc | 6,156 | $49.4K | 0.00% | +3,824+164.0% | Added |
| Optiver Holding B.V. | 6,211 | $49.9K | 0.00% | +4,564+277.1% | Added |
| EverSource Wealth Advisors, LLC | 6,459 | $51.9K | 0.00% | −5,584−46.4% | Reduced |
| Farther Finance Advisors, LLC | 6,648 | $53.6K | 0.00% | +5,598+533.1% | Added |
| KBC Group NV | 7,730 | $62.0K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 7,949 | $63.0K | 0.04% | −1,695−17.6% | Reduced |
| Signaturefd, LLC | 7,880 | $63.3K | 0.00% | +7,380+1,476.0% | Added |
| Danske Bank A/S | 8,000 | $64.2K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 8,377 | $67.3K | 0.00% | +5,176+161.7% | Added |
| Bayforest Capital Ltd | 9,230 | $74.1K | 0.08% | −14,726−61.5% | Reduced |
| Am Investment Strategies LLC | 10,000 | $80.0K | 0.02% | +10,000 | New |
| Advisor Group Holdings, Inc. | 10,102 | $81.1K | 0.00% | −14,306−58.6% | Reduced |
| STRS Ohio | 10,200 | $81.9K | 0.00% | −66,400−86.7% | Reduced |
| Frec Markets, Inc. | 10,221 | $82.1K | 0.01% | +10,221 | New |
| Lido Advisors, LLC | 10,499 | $84.3K | 0.00% | +93+0.9% | Added |
| Wiley Bros.-Aintree Capital, LLC | 10,892 | $87.5K | 0.00% | +10,892 | New |
| Quadrant Capital Group LLC | 10,899 | $87.5K | 0.00% | +9,856+945.0% | Added |
| Optas, LLC | 11,006 | $88.4K | 0.01% | +11,006 | New |
| Parsons Capital Management Inc | 11,058 | $88.8K | 0.00% | 00.0% | Unchanged |
| M&T Bank Corp | 11,241 | $90.0K | 0.00% | +11,241 | New |
| Essential Partners LLC | 11,218 | $90.1K | 0.03% | +4,876+76.9% | Added |
| Heron Bay Capital Management | 11,223 | $90.1K | 0.01% | +955+9.3% | Added |
| Group One Trading, L.P. | 11,710 | $94.0K | 0.00% | −64,994−84.7% | Reduced |
| State of Alaska, Department of Revenue | 11,901 | $95.0K | 0.00% | 00.0% | Unchanged |
| Perigon Wealth Management, LLC | 12,049 | $96.8K | 0.00% | +12,049 | New |
| JT Stratford LLC | 12,078 | $97.0K | 0.01% | −605−4.8% | Reduced |
| Cary Street Partners Financial LLC | 12,425 | $99.8K | 0.00% | 00.0% | Unchanged |