We are live on ! Find out more
FRSH icon

Freshworks

299 hedge funds and large institutions have $2.89B invested in Freshworks in 2025 Q1 according to their latest regulatory filings, with 67 funds opening new positions, 113 increasing their positions, 78 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed

179% more call options, than puts

Call options by funds: $26.1M | Put options by funds: $9.35M

46% more first-time investments, than exits

New positions opened: 67 | Existing positions closed: 46

45% more repeat investments, than reductions

Existing positions increased: 113 | Existing positions reduced: 78

7% more funds holding

Funds holding: 279299 (+20)

3.55% less ownership

Funds ownership: 87.12%83.57% (-3.5%)

10% less funds holding in top 10

Funds holding in top 10: 109 (-1)

12% less capital invested

Capital invested by funds: $3.28B → $2.89B (-$396M)

Holders
299
Holders Change
+20
Holders Change %
+7.17%
% of All Funds
4.01%
Holding in Top 10
9
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-10%
% of All Funds
0.12%
New
67
Increased
113
Reduced
78
Closed
46
Calls
$26.1M
Puts
$9.35M
Net Calls
+$16.7M
Net Calls Change
-$4.93M
Name Holding Trade Value Shares
Change
Change in
Stake
VCM
276
Versant Capital Management
Arizona
$3.43K +$352 +21 +9%
NICM
277
Neo Ivy Capital Management
New York
$3.36K +$3.99K +238 New
SCM
278
Sterling Capital Management
North Carolina
$3.06K +$134 +8 +4%
BAM
279
Bellevue Asset Management
Washington
$2.51K
HWP
280
Highline Wealth Partners
California
$2.13K +$2.53K +151 New
SAM
281
Smartleaf Asset Management
Massachusetts
$1.9K +$636 +38 +41%
WWM
282
Wolff Wiese Magana
California
$1.82K
FDCDDQ
283
Federation des caisses Desjardins du Quebec
Quebec, Canada
$1.81K
CSPIA
284
Cary Street Partners Investment Advisory
Virginia
$1.69K +$1.59K +95 +380%
LFG
285
Larson Financial Group
Missouri
$1.47K +$1.31K +78 +300%
HCP
286
Hexagon Capital Partners
Arkansas
$1.03K +$268 +16 +28%
PFBT
287
Parkside Financial Bank & Trust
Missouri
$987 +$1.17K +70 New
BIA
288
Bell Investment Advisors
California
$974
RS
289
Rakuten Securities
Japan
$706 +$837 +50 New
SC
290
Stephens Consulting
Michigan
$706 +$837 +50 New
SIC
291
Salem Investment Counselors
North Carolina
$692
PIM
292
Plato Investment Management
Australia
$599
AAP
293
Arax Advisory Partners
Colorado
$579
OP
294
ORG Partners
Indiana
$573 +$670 +40 New
AP
295
Aspect Partners
Virginia
$423 +$502 +30 New
FFA
296
Farther Finance Advisors
California
$358
WCM
297
WealthTrak Capital Management
Virginia
$212 +$251 +15 New
CA
298
CoreCap Advisors
Michigan
$141
IA
299
IFP Advisors
Florida
$141
TGA
300
TPG GP A
Texas
-$70.3M -4,346,855 Closed

FRSH Hedge Fund Activity: Q1 2025 in Review

299 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in Freshworks (FRSH) for Q1 2025, worth a combined $2.89B — down 12% from $3.28B a quarter earlier.

Buyers outnumbered sellers: 67 funds opened new FRSH positions and 46 closed out — a net gain of 21 holders — while 113 added to existing stakes and 78 trimmed.

The largest buyer was Wellington Management Group, opening a new position worth an estimated $57.9M. The largest seller was WFM Asia, cutting an estimated $112M.

  • 299 institutional investors held Freshworks (FRSH) as of Q1 2025, up from 279 in Q4 2024.
  • Funds reported $2.89B of Freshworks stock for Q1 2025, down 12% quarter-over-quarter.
  • 67 funds opened new Freshworks positions in Q1 2025 and 46 closed out, a net change of +21 holders.
  • The largest Freshworks buyer in Q1 2025 was Wellington Management Group, an estimated $57.9M added.
  • The largest Freshworks seller in Q1 2025 was WFM Asia, an estimated $112M sold.

Based on aggregated 13F filings for Q1 2025.