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, Q2 2026
Institutional positions in Freshworks Inc. as of Jun 30, 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
- 343
- +16 vs. Q1 2026
- Shares held
- 212.4M
- +3.52M (+1.7%) vs. Q1 2026
- Total value
- $2.15B
- +$423.8M (+24.6%) vs. Q1 2026
- New holders
- 73
- 149 more added
- Sold out
- 57
- 75 more reduced
4 institutions that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2026: 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, Q2 2026
Shares, value and share of portfolio for each institution holding Freshworks Inc.; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Navigoe, LLC | 3 | $0 | 0.00% | +3 | New |
| Raffa Wealth Management, LLC | 1 | $10 | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 1 | $10 | 0.00% | 00.0% | Unchanged |
| Maryland Capital Advisors Inc. | 1 | $11 | 0.00% | +1 | New |
| Keating Financial Advisory Services, Inc. | 2 | $20 | 0.00% | +1+100.0% | Added |
| LRI Investments, LLC | 2 | $20 | 0.00% | +2 | New |
| DiNuzzo Private Wealth, Inc. | 2 | $21 | 0.00% | 00.0% | Unchanged |
| DecisionPoint Financial, LLC | 2 | $21 | 0.00% | +2 | New |
| HFM Investment Advisors, LLC | 3 | $31 | 0.00% | +3 | New |
| National Bank of Canada | 10 | $101 | 0.00% | −91−90.1% | Reduced |
| CoreCap Advisors, LLC | 10 | $101 | 0.00% | 00.0% | Unchanged |
| Creative Capital Management Investments LLC | 14 | $142 | 0.00% | +14 | New |
| Cornerstone Planning Group LLC | 27 | $272 | 0.00% | 00.0% | Unchanged |
| Silver Grove Financial Group, Inc. | 46 | $466 | 0.00% | +46 | New |
| Zions Bancorporation, National Association | 47 | $476 | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 60 | $607 | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 61 | $617 | 0.00% | +61 | New |
| Breakwater Investment Management | 61 | $618 | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 62 | $628 | 0.00% | +62 | New |
| Cornerstone Financial Management LLC | 64 | $648 | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 67 | $678 | 0.00% | −62−48.1% | Reduced |
| Capital Advisors, Ltd. LLC | 69 | $1.00K | 0.00% | −2−2.8% | Reduced |
| Financial Consulate, Inc | 100 | $1.01K | 0.00% | 00.0% | Unchanged |
| Caitong International Asset Management Co., Ltd | 102 | $1.03K | 0.00% | +26+34.2% | Added |
| Transamerica Financial Advisors, Inc. | 113 | $1.14K | 0.00% | +90+391.3% | Added |
| Federation des caisses Desjardins du Quebec | 128 | $1.29K | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 137 | $1.39K | 0.00% | +132+2,640.0% | Added |
| Atlantic Union Bankshares Corp | 150 | $1.52K | 0.00% | +150 | New |
| TD Private Client Wealth LLC | 162 | $1.64K | 0.00% | +162 | New |
| UMA Financial Services, Inc. | 169 | $1.71K | 0.00% | +106+168.3% | Added |
| Cary Street Partner Investment Advisory LLC | 176 | $1.78K | 0.00% | +106+151.4% | Added |
| Avion Wealth | 265 | $2.00K | 0.00% | +63+31.2% | Added |
| Godfrey Financial Associates, Inc. | 218 | $2.21K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 235 | $2.38K | 0.00% | 00.0% | Unchanged |
| Optiver Holding B.V. | 238 | $2.41K | 0.00% | −5,973−96.2% | Reduced |
| Quarry LP | 269 | $2.72K | 0.00% | +269 | New |
| Fulcrum Asset Management LLP | 278 | $2.84K | 0.00% | +278 | New |
| Wealth Enhancement Trust Services, Inc. | 292 | $2.96K | 0.00% | +292 | New |
| Continuum Advisory, LLC | 297 | $3.01K | 0.00% | +297 | New |
| JPL Wealth Management, LLC | 311 | $3.15K | 0.00% | +27+9.5% | Added |
| Global Retirement Partners, LLC | 407 | $4.12K | 0.00% | +407 | New |
| Larson Financial Group LLC | 427 | $4.32K | 0.00% | +22+5.4% | Added |
| North Star Investment Management Corp. | 491 | $4.97K | 0.00% | +491 | New |
| Private Wealth Management Group, LLC | 498 | $5.04K | 0.00% | 00.0% | Unchanged |
| SHP Wealth Management | 500 | $5.06K | 0.00% | +500 | New |
| SJS Investment Consulting Inc. | 512 | $5.18K | 0.00% | +361+239.1% | Added |
| Parallel Advisors, LLC | 613 | $6.20K | 0.00% | +333+118.9% | Added |
| Basecamp Wealth Advisors LLC | 615 | $6.22K | 0.00% | +434+239.8% | Added |
| Fortitude Family Office, LLC | 664 | $6.72K | 0.00% | +664 | New |
| Los Angeles Capital Management LLC | 808 | $8.18K | 0.00% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 852 | $8.62K | 0.00% | +831+3,957.1% | Added |
| The PNC Financial Services Group, Inc. | 1,019 | $10.3K | 0.00% | +220+27.5% | Added |
| Harbor Investment Advisory, LLC | 1,076 | $10.9K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 1,101 | $11.1K | 0.00% | +227+26.0% | Added |
| Kilter Group LLC | 1,148 | $11.6K | 0.00% | +10+0.9% | Added |
| Massmutual Trust Co FSB | 1,455 | $14.7K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 1,812 | $18.3K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 1,846 | $18.7K | 0.00% | +1,505+441.3% | Added |
| Smartleaf Asset Management LLC | 1,846 | $18.8K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 2,279 | $22.4K | 0.00% | +743+48.4% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 2,634 | $26.7K | 0.00% | +368+16.2% | Added |
| Nykredit A/S | 2,735 | $27.7K | 0.00% | +2,735 | New |
| Cullen/Frost Bankers, Inc. | 3,358 | $34.0K | 0.00% | +273+8.8% | Added |
| SBI Securities Co., Ltd. | 3,490 | $35.3K | 0.00% | −487−12.2% | Reduced |
| Delta Asset Management LLC | 5,085 | $51.5K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 5,747 | $58.2K | 0.00% | −17,685−75.5% | Reduced |
| Rothschild Investment LLC | 6,094 | $61.7K | 0.00% | +2,954+94.1% | Added |
| True Wealth Design, LLC | 6,209 | $62.8K | 0.01% | +4,076+191.1% | Added |
| Fifth Third Bancorp | 6,899 | $69.8K | 0.00% | +5,269+323.3% | Added |
| State of Wyoming | 7,398 | $74.9K | 0.01% | −7,639−50.8% | Reduced |
| KBC Group NV | 7,730 | $78.0K | 0.00% | 00.0% | Unchanged |
| Danske Bank A/S | 8,000 | $81.0K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 8,120 | $82.2K | 0.00% | +2,765+51.6% | Added |
| Bayforest Capital Ltd | 9,067 | $91.8K | 0.08% | −163−1.8% | Reduced |
| Royal Bank of Canada | 9,704 | $98.0K | 0.00% | +8,079+497.2% | Added |
| Essential Partners LLC | 9,850 | $99.7K | 0.05% | −1,368−12.2% | Reduced |
| Acadian Asset Management LLC | 10,231 | $101.0K | 0.00% | −263,003−96.3% | Reduced |
| Am Investment Strategies LLC | 10,000 | $101.0K | 0.02% | 00.0% | Unchanged |
| Abel Hall, LLC | 10,428 | $105.5K | 0.02% | +10,428 | New |
| Signaturefd, LLC | 10,563 | $106.9K | 0.00% | +2,683+34.0% | Added |
| Farther Finance Advisors, LLC | 10,635 | $107.8K | 0.00% | +3,987+60.0% | Added |
| Lido Advisors, LLC | 10,665 | $107.9K | 0.00% | +166+1.6% | Added |
| Callan Family Office, LLC | 10,704 | $108.3K | 0.00% | +10,704 | New |
| Topline Capital Management, LLC | 10,860 | $109.9K | 0.03% | −5,906,726−99.8% | Reduced |
| GWM Advisors LLC | 10,890 | $110.2K | 0.00% | +10,890 | New |
| Parsons Capital Management Inc | 11,058 | $111.9K | 0.01% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 11,475 | $116.1K | 0.00% | +6,620+136.4% | Added |
| Mission Wealth Management, LP | 11,582 | $117.2K | 0.00% | +11,582 | New |
| State of Alaska, Department of Revenue | 11,901 | $120.0K | 0.00% | 00.0% | Unchanged |
| Impact Capital Partners LLC | 12,033 | $121.8K | 0.03% | +12,033 | New |
| Pure Financial Advisors, Inc. | 12,102 | $122.5K | 0.00% | +12,102 | New |
| Northwest Wealth Management, LLC | 12,257 | $124.0K | 0.02% | +12,257 | New |
| Cary Street Partners Financial LLC | 12,425 | $125.7K | 0.00% | 00.0% | Unchanged |
| Abundance Wealth Counselors | 12,552 | $127.0K | 0.01% | +12,552 | New |
| Leonteq Securities AG | 12,704 | $128.6K | 0.01% | +6,704+111.7% | Added |
| Transcend Wealth Collective, LLC | 12,783 | $129.4K | 0.01% | +12,783 | New |
| Envestnet Asset Management Inc | 13,477 | $136.4K | 0.00% | −7,742−36.5% | Reduced |
| Heron Bay Capital Management | 13,526 | $136.9K | 0.01% | +2,303+20.5% | Added |
| Greenwich Wealth Management LLC | 13,537 | $137.0K | 0.00% | +13,537 | New |
| Sentinus, LLC | 13,570 | $137.3K | 0.01% | +13,570 | New |