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Freshworks

327 hedge funds and large institutions have $1.73B invested in Freshworks in 2026 Q1 according to their latest regulatory filings, with 80 funds opening new positions, 131 increasing their positions, 84 reducing their positions, and 73 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 first-time investments, than exits

New positions opened: | Existing positions closed:

less funds holding

Funds holding:

11% less funds holding in top 10

Funds holding in top 10: 98 (-1)

33% less capital invested

Capital invested by funds: $2.58B → $1.73B (-$857M)

503.14% less ownership

Funds ownership: 587.12%83.98% (-503%)

Holders
327
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
8
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$11.7M
Puts
$3.02M
Net Calls
Net Calls Change

Top Buyers

1 +$59.5M
2 +$30.2M
3 +$26.4M
4
Renaissance Technologies
Renaissance Technologies
New York
+$18.6M
5
Jane Street
Jane Street
New York
+$15.5M

Top Sellers

1 -$58.2M
2 -$32M
3 -$22.9M
4
Citadel Advisors
Citadel Advisors
Florida
-$18.8M
5
OAM
Oberweis Asset Management
Illinois
-$18.4M
Name Holding Trade Value Shares
Change
Change in
Stake
BFS
301
Bare Financial Services
Pennsylvania
$1.04K
FDCDDQ
302
Federation des caisses Desjardins du Quebec
Quebec, Canada
$1.03K
CAL
303
Capital Advisors Ltd
Ohio
$1K
AW
304
Avion Wealth
Texas
$1K
National Bank of Canada
305
National Bank of Canada
Quebec, Canada
$811
FC
306
Financial Consulate
Maryland
$803
CIAM
307
Caitong International Asset Management
Hong Kong
$610
CSPIA
308
Cary Street Partners Investment Advisory
Virginia
$562
SS
309
Sunbelt Securities
Texas
$546
CFM
310
Cornerstone Financial Management
Massachusetts
$514
PWA
311
Physician Wealth Advisors
Utah
$506
TWM
312
TopTier Wealth Management
Wisconsin
$498
BIM
313
Breakwater Investment Management
Washington
$490
CFO
314
CVA Family Office
Colorado
$482
ZBNA
315
Zions Bancorporation, National Association
Utah
$377
PIM
316
Plato Investment Management
Australia
$362
CPG
317
Cornerstone Planning Group
New Jersey
$249
TFA
318
Transamerica Financial Advisors
Florida
$184
PWPS
319
Pinnacle Wealth Planning Services
Ohio
$169
RFP
320
Root Financial Partners
California
$145
CA
321
CoreCap Advisors
Michigan
$80
HFS
322
Hughes Financial Services
Virginia
$40
DF
323
Dunhill Financial
United Kingdom
$34
DPW
324
DiNuzzo Private Wealth
Pennsylvania
$17
KFAS
325
Keating Financial Advisory Services
Kansas
$8