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Freshworks
FRSH

Overview Fund Activity

247 hedge funds and large institutions have $3.49B invested in Freshworks in 2024 Q1 according to their latest regulatory filings, with 52 funds opening new positions, 90 increasing their positions, 71 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
247
Holders Change
+8
Holders Change %
+3.35%
% of All Funds
3.58%
Holding in Top 10
8
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-27.27%
% of All Funds
0.12%
New
52
Increased
90
Reduced
71
Closed
42
Calls
$19M
Puts
$23M
Net Calls
-$4.06M
Net Calls Change
-$13.4M

Top Buyers

1
AI
Alphabet Inc
California
+$151M
2
Capital International Investors
Capital International Investors
California
+$59.3M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$57.2M
4
ClearBridge Investments
ClearBridge Investments
New York
+$38.2M
5
Ninety One (UK)
Ninety One (UK)
United Kingdom
+$36.9M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$53.3M
2
Capital World Investors
Capital World Investors
California
-$50.5M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$29.9M
4
WCM
WestBridge Capital Management
Mauritius
-$28.4M
5
DCM
Driehaus Capital Management
Illinois
-$22M
Name Holding Trade Value Shares
Change 		Shares
Change %
CI Investments Inc
226
CI Investments Inc
Ontario, Canada
$6K +$1.71K +97 +40%
EL
227
EMFO LLC
Florida
$5.59K – – –
FHA
228
First Horizon Advisors
Tennessee
$4.48K +$4.48K +246 New
PWMG
229
Private Wealth Management Group
New Jersey
$4.41K +$1.37K +75 +45%
PA
230
Parallel Advisors
California
$3.64K +$3.64K +200 New
AA
231
Ancora Advisors
Ohio
$3.08K – – –
BAM
232
Bellevue Asset Management
Washington
$2.7K – – –
VCM
233
Versant Capital Management
Arizona
$2.29K – – –
IA
234
IFP Advisors
Florida
$1.88K +$947 +52 +102%
GRP
235
Global Retirement Partners
California
$1.64K – – –
FDCDDQ
236
Federation des caisses Desjardins du Quebec
Quebec, Canada
$1.42K – – –
PS
237
Principal Securities
Iowa
$1.33K -$109 -6 -8%
IFAM
238
Institutional & Family Asset Management
Colorado
$1.02K – – –
AW
239
Avion Wealth
Texas
$1K +$1K +28 New
AF
240
Allworth Financial
California
$929 +$109 +6 +13%
SIC
241
Salem Investment Counselors
North Carolina
$893 +$893 +49 New
PIM
242
Plato Investment Management
Australia
$765 – – –
SAM
243
Smartleaf Asset Management
Massachusetts
$741 +$741 +41 New
FFA
244
Farther Finance Advisors
California
$639 -$183 -10 -22%
EWA
245
EverSource Wealth Advisors
Alabama
$375 – – –
RIL
246
Rothschild Investment LLC
Illinois
$273 +$273 +15 New
CA
247
CoreCap Advisors
Michigan
$182 +$182 +10 New
Capital World Investors
248
Capital World Investors
California
– -$50.5M -2,149,287 Closed
DCM
249
Driehaus Capital Management
Illinois
– -$22M -936,529 Closed
Acadian Asset Management
250
Acadian Asset Management
Massachusetts
– -$19.1M -815,587 Closed
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