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Freshworks

279 hedge funds and large institutions have $3.28B invested in Freshworks in 2024 Q4 according to their latest regulatory filings, with 74 funds opening new positions, 103 increasing their positions, 70 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

169% more call options, than puts

Call options by funds: $34.5M | Put options by funds: $12.8M

76% more first-time investments, than exits

New positions opened: 74 | Existing positions closed: 42

53% more capital invested

Capital invested by funds: $2.15B → $3.28B (+$1.13B)

47% more repeat investments, than reductions

Existing positions increased: 103 | Existing positions reduced: 70

43% more funds holding in top 10

Funds holding in top 10: 710 (+3)

11% more funds holding

Funds holding: 252279 (+27)

3.19% more ownership

Funds ownership: 83.92%87.12% (+3.2%)

Holders
279
Holders Change
+27
Holders Change %
+10.71%
% of All Funds
3.67%
Holding in Top 10
10
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+42.86%
% of All Funds
0.13%
New
74
Increased
103
Reduced
70
Closed
42
Calls
$34.5M
Puts
$12.8M
Net Calls
+$21.7M
Net Calls Change
+$15.9M
Name Holding Trade Value Shares
Change
Change in
Stake
Focus Partners Wealth
226
Focus Partners Wealth
Massachusetts
$167K +$147K +10,313 New
Royal Bank of Canada
227
Royal Bank of Canada
Ontario, Canada
$157K -$218K -15,365 -61%
PNC Financial Services Group
228
PNC Financial Services Group
Pennsylvania
$156K +$119K +8,403 +684%
DB
229
Danske Bank
Denmark
$129K
Bessemer Group
230
Bessemer Group
New Jersey
$126K -$544K -38,310 -83%
KBC Group
231
KBC Group
Belgium
$123K +$40.1K +2,824 +59%
AB
232
Amalgamated Bank
New York
$114K
QL
233
Quarry LP
New York
$87.5K +$24.9K +1,750 +48%
DAM
234
Delta Asset Management
Tennessee
$82.2K
C
235
Covestor
United Kingdom
$76K +$15.4K +1,087 +30%
Nisa Investment Advisors
236
Nisa Investment Advisors
Missouri
$71K +$31.6K +2,223 +102%
National Bank of Canada
237
National Bank of Canada
Quebec, Canada
$64.1K +$52.6K +3,700 +1,386%
DekaBank Deutsche Girozentrale
238
DekaBank Deutsche Girozentrale
Germany
$48K
AAM
239
Advisors Asset Management
Colorado
$37.8K -$18.9K -1,328 -36%
AF
240
Allworth Financial
California
$29.9K +$1.88K +132 +8%
AW
241
Avion Wealth
Texas
$26K +$23.4K +1,650 New
Carson Wealth (CWM LLC)
242
Carson Wealth (CWM LLC)
Nebraska
$24K +$7.84K +552 +61%
Optiver Holding
243
Optiver Holding
Netherlands
$18.3K +$4.82K +339 +43%
RS
244
R Squared
Hong Kong
$17.8K +$15.6K +1,100 New
US Bancorp
245
US Bancorp
Minnesota
$17.5K -$1.09K -77 -7%
HIA
246
Harbor Investment Advisory
Maryland
$14.1K +$12.4K +873 New
BTI
247
Blue Trust Inc
Georgia
$9.85K -$33.5K -2,355 -79%
SS
248
SBI Securities
Japan
$9.3K +$8.17K +575 New
EWA
249
EverSource Wealth Advisors
Alabama
$8.97K +$3.77K +265 +91%
LC
250
Lindbrook Capital
California
$8.21K +$5.07K +357 +236%

FRSH Hedge Fund Activity: Q4 2024 in Review

279 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Freshworks (FRSH) for Q4 2024, worth a combined $3.28B — up 53% from $2.15B a quarter earlier.

Buyers outnumbered sellers: 74 funds opened new FRSH positions and 42 closed out — a net gain of 32 holders — while 103 added to existing stakes and 70 trimmed.

The largest buyer was Eminence Capital, opening a new position worth an estimated $75.6M. The largest seller was AllianceBernstein, cutting an estimated $94.7M.

  • 279 institutional investors held Freshworks (FRSH) as of Q4 2024, up from 252 in Q3 2024.
  • Funds reported $3.28B of Freshworks stock for Q4 2024, up 53% quarter-over-quarter.
  • 74 funds opened new Freshworks positions in Q4 2024 and 42 closed out, a net change of +32 holders.
  • The largest Freshworks buyer in Q4 2024 was Eminence Capital, an estimated $75.6M added.
  • The largest Freshworks seller in Q4 2024 was AllianceBernstein, an estimated $94.7M sold.

Based on aggregated 13F filings for Q4 2024.