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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
BFS
301
Bare Financial Services
Pennsylvania
$1.57K +$1.04K +88 +220%
SS
302
Sunbelt Securities
Texas
$1.56K +$1.5K +127 New
BIA
303
Bell Investment Advisors
California
$1.42K +$1.37K +116 New
FC
304
Financial Consulate
Maryland
$1.23K +$1.18K +100 New
ZBNA
305
Zions Bancorporation, National Association
Utah
$1.13K +$1.09K +92 New
AAP
306
Arax Advisory Partners
Colorado
$956 -$371K -31,439 -100%
SIC
307
SJS Investment Consulting
Ohio
$907 +$874 +74 New
AssetMark Inc
308
AssetMark Inc
California
$894 +$626 +53 +265%
KG
309
Kilter Group
New York
$735 +$709 +60 New
KFAS
310
Keating Financial Advisory Services
Kansas
$662 +$638 +54 New
MCM
311
Manchester Capital Management
Vermont
$662 +$638 +54 New
TPCW
312
TD Private Client Wealth
New York
$662 +$638 +54 New
JWA
313
JFS Wealth Advisors
Pennsylvania
$576 +$225 +19 +68%
PIM
314
Plato Investment Management
Australia
$554
OC
315
Optima Capital
Oregon
$502 +$484 +41 New
WIM
316
Westside Investment Management
California
$441 +$425 +36 New
MPWT
317
MassMutual Private Wealth & Trust
Connecticut
$306 -$2.6K -220 -90%
MCM
318
MAI Capital Management
Ohio
$270 +$12 +1 +5%
PWPS
319
Pinnacle Wealth Planning Services
Ohio
$270 +$260 +22 New
GFA
320
Godfrey Financial Associates
New York
$205 +$2.42K +205 New
DPW
321
DiNuzzo Private Wealth
Pennsylvania
$172 +$142 +12 +600%
RWM
322
Rialto Wealth Management
New York
$160 +$47 +4 +44%
CA
323
CoreCap Advisors
Michigan
$123 -$2.42K -205 -95%
HIA
324
HFM Investment Advisors
New Jersey
$123 +$95 +8 +400%
BHWM
325
Bay Harbor Wealth Management
Maryland
$61 +$47 +4 +400%

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.