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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
MSFP
276
Mark Sheptoff Financial Planning
Connecticut
$1.69K
AP
277
Aspect Partners
Virginia
$1.12K
CSPIA
278
Cary Street Partners Investment Advisory
Virginia
$1.04K
FHA
279
First Horizon Advisors
Tennessee
$1.03K
TWD
280
True Wealth Design
Ohio
$791
PIM
281
Plato Investment Management
Australia
$668
BFS
282
Bare Financial Services
Pennsylvania
$522
WCM
283
WealthTrak Capital Management
Virginia
$448
RS
284
Rakuten Securities
Japan
$447
JWA
285
JFS Wealth Advisors
Pennsylvania
$418
MCM
286
MAI Capital Management
Ohio
$314
AssetMark Inc
287
AssetMark Inc
California
$298
CA
288
CoreCap Advisors
Michigan
$149
SIC
289
SJS Investment Consulting
Ohio
$135
CIAM
290
Caitong International Asset Management
Hong Kong
$119
FFO
291
Fortitude Family Office
Arizona
$119
HIA
292
HFM Investment Advisors
New Jersey
$30
RWM
293
Rialto Wealth Management
New York
$15
DCM
294
Driehaus Capital Management
Illinois
Artisan Partners
295
Artisan Partners
Wisconsin
JGC
296
J. Goldman & Co
New York
WA
297
WFM Asia
British Virgin Islands
Tudor Investment Corp
298
Tudor Investment Corp
Connecticut
TC
299
TwinBeech Capital
New York
LCG
300
Lisanti Capital Growth
New York