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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
EGM
251
Engineers Gate Manager
New York
-$1.46M -73,396 Closed
ASP
252
Adams Street Partners
Illinois
-$1.21M -60,862 Closed
BFM
253
Boothbay Fund Management
New York
-$892K -44,778 Closed
FF
254
Friedenthal Financial
New Jersey
-$721K -36,185 Closed
SG Americas Securities
255
SG Americas Securities
New York
-$710K -35,651 Closed
CC
256
Centiva Capital
New York
-$616K -30,945 Closed
Simplex Trading
257
Simplex Trading
Illinois
-$522K -26,396 Closed
Capstone Investment Advisors
258
Capstone Investment Advisors
New York
-$510K -25,579 Closed
AR
259
Advisory Research
Illinois
-$414K -20,808 Closed
VF
260
Virtu Financial
New York
-$377K -18,922 Closed
Aberdeen Group
261
Aberdeen Group
United Kingdom
-$364K -18,259 Closed
PTC
262
Petrus Trust Company
Texas
-$318K -15,968 Closed
Capital Fund Management (CFM)
263
Capital Fund Management (CFM)
France
-$303K -15,234 Closed
KI
264
Kapitalo Investimentos
Brazil
-$227K -11,372 Closed
Group One Trading
265
Group One Trading
Illinois
-$215K -10,859 Closed
CMF
266
Counterpoint Mutual Funds
California
-$136K -6,833 Closed
Fidelity International
267
Fidelity International
Bermuda
-$12.3K -619 Closed
NFSG
268
Newbridge Financial Services Group
Florida
-$6.67K -335 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.