We are live on ! Find out more
FRSH icon

Freshworks

328 hedge funds and large institutions have $2.58B invested in Freshworks in 2025 Q4 according to their latest regulatory filings, with 64 funds opening new positions, 123 increasing their positions, 105 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

502.37% more ownership

Funds ownership: 84.75%587.12% (+502%)

293% more call options, than puts

Call options by funds: $23.7M | Put options by funds: $6.02M

56% more first-time investments, than exits

New positions opened: 64 | Existing positions closed: 41

17% more repeat investments, than reductions

Existing positions increased: 123 | Existing positions reduced: 105

7% more capital invested

Capital invested by funds: $2.41B → $2.58B (+$177M)

4% more funds holding

Funds holding: 315328 (+13)

0% more funds holding in top 10

Funds holding in top 10: 99 (0)

Holders
328
Holders Change
+13
Holders Change %
+4.13%
% of All Funds
3.99%
Holding in Top 10
9
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.11%
New
64
Increased
123
Reduced
105
Closed
41
Calls
$23.7M
Puts
$6.02M
Net Calls
+$17.6M
Net Calls Change
-$1.59M
Name Holding Trade Value Shares
Change
Change in
Stake
Jones Financial Companies
276
Jones Financial Companies
Missouri
$11.3K +$650 +55 +6%
TM
277
Torren Management
California
$8.49K +$8.19K +693 New
ACM
278
Accent Capital Management
Ohio
$6.44K
QL
279
Quarry LP
New York
$6.42K -$39.3K -3,328 -86%
PTC
280
Private Trust Company
Ohio
$6.25K +$6.03K +510 New
S
281
SignatureFD
Georgia
$6.13K +$1.16K +98 +24%
US Bancorp
282
US Bancorp
Minnesota
$5.72K -$1.81K -153 -25%
SIS
283
Sound Income Strategies
Florida
$5.54K
KAS
284
Kemnay Advisory Services
New York
$5.27K +$5.08K +430 New
VCM
285
Versant Capital Management
Arizona
$5.25K -$3.4K -288 -40%
SFG
286
Strive Financial Group
Indiana
$4.47K +$4.31K +365 New
GI
287
GAMMA Investing
California
$3.64K -$1.43K -121 -29%
RIAS
288
Rachor Investment Advisory Services
Michigan
$3.36K +$3.24K +274 New
FFO
289
Fortitude Family Office
Arizona
$2.96K +$2.59K +219 +952%
PA
290
Parallel Advisors
California
$2.85K +$1.17K +99 +74%
BAM
291
Bellevue Asset Management
Washington
$2.82K
RFP
292
Root Financial Partners
California
$2.68K +$768 +65 +42%
SAG
293
SageView Advisory Group
California
$2.51K +$2.42K +205 New
CSPIA
294
Cary Street Partners Investment Advisory
Virginia
$2.29K +$2.03K +172 +1,147%
PFBT
295
Parkside Financial Bank & Trust
Missouri
$2.23K +$674 +57 +46%
CA
296
Clearstead Advisors
Ohio
$2.12K +$1.44K +122 +239%
MAM
297
Marquette Asset Management
Minnesota
$2K +$532 +45 +38%
HWP
298
Highline Wealth Partners
California
$1.85K
PWMG
299
Private Wealth Management Group
New Jersey
$1.72K -$1.63K -138 -50%
FDCDDQ
300
Federation des caisses Desjardins du Quebec
Quebec, Canada
$1.57K

FRSH Hedge Fund Activity: Q4 2025 in Review

328 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in Freshworks (FRSH) for Q4 2025, worth a combined $2.58B — up 7.3% from $2.41B a quarter earlier.

Buyers outnumbered sellers: 64 funds opened new FRSH positions and 41 closed out — a net gain of 23 holders — while 123 added to existing stakes and 105 trimmed.

The largest buyer was Citadel Advisors, adding an estimated $47.8M. The largest seller was JP Morgan Chase, cutting an estimated $50.9M.

  • 328 institutional investors held Freshworks (FRSH) as of Q4 2025, up from 315 in Q3 2025.
  • Funds reported $2.58B of Freshworks stock for Q4 2025, up 7.3% quarter-over-quarter.
  • 64 funds opened new Freshworks positions in Q4 2025 and 41 closed out, a net change of +23 holders.
  • The largest Freshworks buyer in Q4 2025 was Citadel Advisors, an estimated $47.8M added.
  • The largest Freshworks seller in Q4 2025 was JP Morgan Chase, an estimated $50.9M sold.

Based on aggregated 13F filings for Q4 2025.