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Freshworks

239 hedge funds and large institutions have $4.09B invested in Freshworks in 2023 Q4 according to their latest regulatory filings, with 44 funds opening new positions, 85 increasing their positions, 75 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

90% more call options, than puts

Call options by funds: $19.8M | Put options by funds: $10.4M

57% more funds holding in top 10

Funds holding in top 10: 711 (+4)

52% more first-time investments, than exits

New positions opened: 44 | Existing positions closed: 29

35% more capital invested

Capital invested by funds: $3.03B → $4.09B (+$1.06B)

13% more repeat investments, than reductions

Existing positions increased: 85 | Existing positions reduced: 75

6.77% more ownership

Funds ownership: 79.41%86.19% (+6.8%)

6% more funds holding

Funds holding: 226239 (+13)

Holders
239
Holders Change
+13
Holders Change %
+5.75%
% of All Funds
3.48%
Holding in Top 10
11
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+57.14%
% of All Funds
0.16%
New
44
Increased
85
Reduced
75
Closed
29
Calls
$19.8M
Puts
$10.4M
Net Calls
+$9.36M
Net Calls Change
-$2.12M
Name Holding Trade Value Shares
Change
Change in
Stake
VCM
226
Versant Capital Management
Arizona
$2.96K
ASN
227
Advisory Services Network
Georgia
$2.77K +$2.33K +118 New
GRP
228
Global Retirement Partners
California
$2.1K
NICM
229
Neo Ivy Capital Management
New York
$2K -$78.3K -3,956 -98%
PS
230
Principal Securities
Iowa
$1.86K +$1.56K +79 New
FDCDDQ
231
Federation des caisses Desjardins du Quebec
Quebec, Canada
$1.83K +$1.54K +78 New
IFAM
232
Institutional & Family Asset Management
Colorado
$1.31K
IA
233
IFP Advisors
Florida
$1.2K +$1.01K +51 New
AF
234
Allworth Financial
California
$1.06K +$890 +45 New
FFA
235
Farther Finance Advisors
California
$1.06K +$890 +45 New
VNA
236
Valley National Advisers
Pennsylvania
$1K +$198 +10 +22%
Carson Wealth (CWM LLC)
237
Carson Wealth (CWM LLC)
Nebraska
$1K +$534 +27 +77%
PIM
238
Plato Investment Management
Australia
$986 +$831 +42 New
EWA
239
EverSource Wealth Advisors
Alabama
$493 +$416 +21 New
TC
240
TwinBeech Capital
New York
-$7.12M -357,510 Closed
HP
241
Hound Partners
New York
-$7.09M -355,864 Closed
QT
242
Quantbot Technologies
New York
-$4.56M -229,015 Closed
GIPM
243
G2 Investment Partners Management
New York
-$4.33M -217,200 Closed
Balyasny Asset Management
244
Balyasny Asset Management
Illinois
-$3.98M -200,005 Closed
Tudor Investment Corp
245
Tudor Investment Corp
Connecticut
-$2.59M -130,192 Closed
DFCM
246
Dark Forest Capital Management
Puerto Rico
-$2.42M -121,700 Closed
SG
247
StepStone Group
California
-$236K -91,293 Closed
EI
248
EAM Investors
California
-$1.74M -87,531 Closed
PCM
249
Prelude Capital Management
New York
-$1.54M -77,083 Closed
SSA
250
Schonfeld Strategic Advisors
New York
-$1.46M -73,500 Closed

FRSH Hedge Fund Activity: Q4 2023 in Review

239 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Freshworks (FRSH) for Q4 2023, worth a combined $4.09B — up 35% from $3.03B a quarter earlier.

Buyers outnumbered sellers: 44 funds opened new FRSH positions and 29 closed out — a net gain of 15 holders — while 85 added to existing stakes and 75 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $52.5M. The largest seller was Voloridge Investment Management, cutting an estimated $18.5M.

  • 239 institutional investors held Freshworks (FRSH) as of Q4 2023, up from 226 in Q3 2023.
  • Funds reported $4.09B of Freshworks stock for Q4 2023, up 35% quarter-over-quarter.
  • 44 funds opened new Freshworks positions in Q4 2023 and 29 closed out, a net change of +15 holders.
  • The largest Freshworks buyer in Q4 2023 was Morgan Stanley, an estimated $52.5M added.
  • The largest Freshworks seller in Q4 2023 was Voloridge Investment Management, an estimated $18.5M sold.

Based on aggregated 13F filings for Q4 2023.