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Freshworks

296 hedge funds and large institutions have $3.09B invested in Freshworks in 2025 Q2 according to their latest regulatory filings, with 51 funds opening new positions, 126 increasing their positions, 85 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more capital invested

Capital invested by funds: $ → $

more ownership

Funds ownership:

0% more first-time investments, than exits

New positions opened: 51 | Existing positions closed: 51

1% less funds holding

Funds holding: 298296 (-2)

22% less funds holding in top 10

Funds holding in top 10: 97 (-2)

Holders
296
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$43M
Puts
$6.08M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SAM
251
S.A. Mason
Michigan
$8.95K
AAS
252
Ameritas Advisory Services
Nebraska
$8.95K
RFS
253
Richardson Financial Services
Massachusetts
$7.99K
ACM
254
Accent Capital Management
Ohio
$7.84K
RA
255
Rise Advisors
New York
$7.53K
SCM
256
Sterling Capital Management
North Carolina
$7.34K
GI
257
GAMMA Investing
California
$6.77K
CA
258
Clearstead Advisors
Ohio
$6.62K
PG
259
Proffitt & Goodson
Tennessee
$5.96K
RIL
260
Rothschild Investment LLC
Illinois
$5.14K
BIG
261
Brooklyn Investment Group
New York
$5.07K
S
262
SignatureFD
Georgia
$4.91K
PWMG
263
Private Wealth Management Group
New Jersey
$4.14K
AAP
264
Arax Advisory Partners
Colorado
$3.77K
SAM
265
Smartleaf Asset Management
Massachusetts
$3.71K
BAM
266
Bellevue Asset Management
Washington
$3.43K
MPWT
267
MassMutual Private Wealth & Trust
Connecticut
$3.28K
IA
268
IFP Advisors
Florida
$2.46K
PFBT
269
Parkside Financial Bank & Trust
Missouri
$2.39K
HNB
270
Huntington National Bank
Ohio
$2.37K
HWP
271
Highline Wealth Partners
California
$2.25K
FFA
272
Farther Finance Advisors
California
$2.1K
PA
273
Parallel Advisors
California
$2K
WWM
274
Wolff Wiese Magana
California
$1.92K
FDCDDQ
275
Federation des caisses Desjardins du Quebec
Quebec, Canada
$1.91K