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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
Truist Financial
376
Truist Financial
North Carolina
-$135K -11,050 Closed
CIP
377
Cornerstone Investment Partners
Georgia
-$128K -10,467 Closed
VCA
378
Verdence Capital Advisors
Maryland
-$126K -10,301 Closed
NICM
379
Neo Ivy Capital Management
New York
-$79.9K -6,521 Closed
AB
380
Amalgamated Bank
New York
-$77K -6,314 Closed
DekaBank Deutsche Girozentrale
381
DekaBank Deutsche Girozentrale
Germany
-$62K -3,085 Closed
RFS
382
Richardson Financial Services
Massachusetts
-$26K -2,123 Closed
WTC
383
WhitTier Trust Company
Nevada
-$14.3K -1,211 Closed
TM
384
Torren Management
California
-$8.49K -693 Closed
ACM
385
Accent Capital Management
Ohio
-$6.44K -526 Closed
QL
386
Quarry LP
New York
-$6.42K -524 Closed
PTC
387
Private Trust Company
Ohio
-$6.25K -510 Closed
SFG
388
Strive Financial Group
Indiana
-$4.47K -365 Closed
FFO
389
Fortitude Family Office
Arizona
-$2.96K -242 Closed
BAM
390
Bellevue Asset Management
Washington
-$2.82K -230 Closed
HWP
391
Highline Wealth Partners
California
-$1.85K -151 Closed
AssetMark Inc
392
AssetMark Inc
California
-$894 -73 Closed
MCM
393
Manchester Capital Management
Vermont
-$662 -54 Closed
TPCW
394
TD Private Client Wealth
New York
-$662 -54 Closed
JWA
395
JFS Wealth Advisors
Pennsylvania
-$576 -47 Closed
OC
396
Optima Capital
Oregon
-$502 -41 Closed
WIM
397
Westside Investment Management
California
-$441 -36 Closed
RWM
398
Rialto Wealth Management
New York
-$160 -13 Closed
HIA
399
HFM Investment Advisors
New Jersey
-$123 -10 Closed