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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
WTA
251
Washington Trust Advisors
Massachusetts
$7.6K
CA
252
Clearstead Advisors
Ohio
$7K
GI
253
GAMMA Investing
California
$5.53K +$4.86K +342 New
S
254
SignatureFD
Georgia
$4.64K -$171 -12 -4%
GM
255
GeoWealth Management
Illinois
$4.51K +$3.96K +279 New
PWMG
256
Private Wealth Management Group
New Jersey
$4.5K +$2.63K +185 +199%
VCM
257
Versant Capital Management
Arizona
$3.59K -$483 -34 -13%
SCM
258
Sterling Capital Management
North Carolina
$3.38K +$28 +2 +1%
AWM
259
Avior Wealth Management
Nebraska
$3.02K -$654 -46 -20%
BAM
260
Bellevue Asset Management
Washington
$2.88K
RIL
261
Rothschild Investment LLC
Illinois
$2.67K -$924 -65 -28%
PA
262
Parallel Advisors
California
$2.46K +$1.68K +118 +347%
WWM
263
Wolff Wiese Magana
California
$2.09K
FDCDDQ
264
Federation des caisses Desjardins du Quebec
Quebec, Canada
$2.07K
SAM
265
Smartleaf Asset Management
Massachusetts
$1.49K +$270 +19 +26%
GRP
266
Global Retirement Partners
California
$1.46K
LSA
267
Leonteq Securities AG
Switzerland
$1.42K -$108K -7,601 -99%
BIA
268
Bell Investment Advisors
California
$1.12K +$981 +69 New
HCP
269
Hexagon Capital Partners
Arkansas
$922 +$810 +57 New
SIC
270
Salem Investment Counselors
North Carolina
$793
PIM
271
Plato Investment Management
Australia
$682
AAP
272
Arax Advisory Partners
Colorado
$663 +$583 +41 New
LFG
273
Larson Financial Group
Missouri
$420 +$369 +26 New
CSPIA
274
Cary Street Partners Investment Advisory
Virginia
$404 -$205K -14,400 -100%
FFA
275
Farther Finance Advisors
California
$404

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.