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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

288% more call options, than puts

Call options by funds: $11.7M | Put options by funds: $3.02M

56% more repeat investments, than reductions

Existing positions increased: 131 | Existing positions reduced: 84

10% more first-time investments, than exits

New positions opened: 80 | Existing positions closed: 73

0% less funds holding

Funds holding: 328327 (-1)

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
-1
Holders Change %
-0.3%
% of All Funds
4.02%
Holding in Top 10
8
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-11.11%
% of All Funds
0.1%
New
80
Increased
131
Reduced
84
Closed
73
Calls
$11.7M
Puts
$3.02M
Net Calls
+$8.7M
Net Calls Change
-$8.95M
Name Holding Trade Value Shares
Change
Change in
Stake
BFS
301
Bare Financial Services
Pennsylvania
$1.04K +$9 +1 +0.8%
FDCDDQ
302
Federation des caisses Desjardins du Quebec
Quebec, Canada
$1.03K
CAL
303
Capital Advisors Ltd
Ohio
$1K +$655 +71 New
AW
304
Avion Wealth
Texas
$1K +$1.48K +160 +381%
National Bank of Canada
305
National Bank of Canada
Quebec, Canada
$811 +$932 +101 New
FC
306
Financial Consulate
Maryland
$803
CIAM
307
Caitong International Asset Management
Hong Kong
$610 -$7.95K -862 -92%
CSPIA
308
Cary Street Partners Investment Advisory
Virginia
$562 -$1.08K -117 -63%
SS
309
Sunbelt Securities
Texas
$546 -$544 -59 -46%
CFM
310
Cornerstone Financial Management
Massachusetts
$514 +$590 +64 New
PWA
311
Physician Wealth Advisors
Utah
$506 +$581 +63 New
TWM
312
TopTier Wealth Management
Wisconsin
$498 +$572 +62 New
BIM
313
Breakwater Investment Management
Washington
$490 +$563 +61 New
CFO
314
CVA Family Office
Colorado
$482 +$554 +60 New
ZBNA
315
Zions Bancorporation, National Association
Utah
$377 -$415 -45 -49%
PIM
316
Plato Investment Management
Australia
$362
CPG
317
Cornerstone Planning Group
New Jersey
$249 +$249 +27 New
TFA
318
Transamerica Financial Advisors
Florida
$184 +$212 +23 New
PWPS
319
Pinnacle Wealth Planning Services
Ohio
$169 -$9 -1 -5%
RFP
320
Root Financial Partners
California
$145 -$1.85K -201 -92%
CA
321
CoreCap Advisors
Michigan
$80
HFS
322
Hughes Financial Services
Virginia
$40 +$46 +5 New
DF
323
Dunhill Financial
United Kingdom
$34
DPW
324
DiNuzzo Private Wealth
Pennsylvania
$17 -$111 -12 -86%
KFAS
325
Keating Financial Advisory Services
Kansas
$8 -$489 -53 -98%

FRSH Hedge Fund Activity: Q1 2026 in Review

327 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in Freshworks (FRSH) for Q1 2026, worth a combined $1.73B — down 33% from $2.58B a quarter earlier.

Buyers outnumbered sellers: 80 funds opened new FRSH positions and 73 closed out — a net gain of 7 holders — while 131 added to existing stakes and 84 trimmed.

The largest buyer was Alyeska Investment Group, opening a new position worth an estimated $59.5M. The largest seller was Fuller & Thaler Asset Management, exiting entirely with an estimated $58.2M sold.

  • 327 institutional investors held Freshworks (FRSH) as of Q1 2026, down from 328 in Q4 2025.
  • Funds reported $1.73B of Freshworks stock for Q1 2026, down 33% quarter-over-quarter.
  • 80 funds opened new Freshworks positions in Q1 2026 and 73 closed out, a net change of +7 holders.
  • The largest Freshworks buyer in Q1 2026 was Alyeska Investment Group, an estimated $59.5M added.
  • The largest Freshworks seller in Q1 2026 was Fuller & Thaler Asset Management, an estimated $58.2M sold.

Based on aggregated 13F filings for Q1 2026.