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Freshworks

295 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, 125 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: 297295 (-2)

22% less funds holding in top 10

Funds holding in top 10: 97 (-2)

Holders
295
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
AAS
251
Ameritas Advisory Services
Nebraska
$8.95K
RFS
252
Richardson Financial Services
Massachusetts
$7.99K
ACM
253
Accent Capital Management
Ohio
$7.84K
RA
254
Rise Advisors
New York
$7.53K
SCM
255
Sterling Capital Management
North Carolina
$7.34K
GI
256
GAMMA Investing
California
$6.77K
CA
257
Clearstead Advisors
Ohio
$6.62K
PG
258
Proffitt & Goodson
Tennessee
$5.96K
RIL
259
Rothschild Investment LLC
Illinois
$5.14K
BIG
260
Brooklyn Investment Group
New York
$5.07K
S
261
SignatureFD
Georgia
$4.91K
PWMG
262
Private Wealth Management Group
New Jersey
$4.14K
AAP
263
Arax Advisory Partners
Colorado
$3.77K
SAM
264
Smartleaf Asset Management
Massachusetts
$3.71K
BAM
265
Bellevue Asset Management
Washington
$3.43K
MPWT
266
MassMutual Private Wealth & Trust
Connecticut
$3.28K
IA
267
IFP Advisors
Florida
$2.46K
PFBT
268
Parkside Financial Bank & Trust
Missouri
$2.39K
HNB
269
Huntington National Bank
Ohio
$2.37K
HWP
270
Highline Wealth Partners
California
$2.25K
FFA
271
Farther Finance Advisors
California
$2.1K
PA
272
Parallel Advisors
California
$2K
WWM
273
Wolff Wiese Magana
California
$1.92K
FDCDDQ
274
Federation des caisses Desjardins du Quebec
Quebec, Canada
$1.91K
MSFP
275
Mark Sheptoff Financial Planning
Connecticut
$1.69K