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Freshworks

148 hedge funds and large institutions have $1.45B invested in Freshworks in 2022 Q3 according to their latest regulatory filings, with 31 funds opening new positions, 57 increasing their positions, 30 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

90% more repeat investments, than reductions

Existing positions increased: 57 | Existing positions reduced: 30

82% more call options, than puts

Call options by funds: $21.1M | Put options by funds: $11.6M

29% more funds holding in top 10

Funds holding in top 10: 79 (+2)

20% more capital invested

Capital invested by funds: $1.2B → $1.45B (+$245M)

19% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 26

3% more funds holding

Funds holding: 144148 (+4)

8.37% less ownership

Funds ownership: 87.4%79.03% (-8.4%)

Holders
148
Holders Change
+4
Holders Change %
+2.78%
% of All Funds
2.55%
Holding in Top 10
9
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+28.57%
% of All Funds
0.16%
New
31
Increased
57
Reduced
30
Closed
26
Calls
$21.1M
Puts
$11.6M
Net Calls
+$9.5M
Net Calls Change
+$6.58M
Name Holding Trade Value Shares
Change
Change in
Stake
OPFM
26
Optimus Prime Fund Management
Cayman Islands
$11.3M
WCM Investment Management
27
WCM Investment Management
California
$10.7M -$1M -70,858 -8%
Bank of New York Mellon
28
Bank of New York Mellon
New York
$9.83M +$697K +49,264 +7%
Charles Schwab
29
Charles Schwab
California
$9.54M +$3.08M +217,853 +42%
AIM
30
Artemis Investment Management
United Kingdom
$9.35M +$19.9K +1,408 +0.2%
State Street
31
State Street
Massachusetts
$8.83M +$1.81M +127,935 +23%
GIM
32
Generation Investment Management
United Kingdom
$8.56M +$9.33M +659,742 New
Voloridge Investment Management
33
Voloridge Investment Management
Florida
$8.13M +$4.43M +313,485 +100%
GS
34
Gagnon Securities
New York
$7.04M +$2.47M +174,448 +47%
IC
35
IEQ Capital
California
$7.02M +$6.66M +470,934 +668%
OWP
36
Old Well Partners
North Carolina
$6.76M -$2.69M -190,300 -27%
PCM
37
Prelude Capital Management
New York
$6.05M +$4.17M +295,089 +172%
Bank of America
38
Bank of America
North Carolina
$5.82M +$2.3M +162,268 +57%
BTP
39
Bloom Tree Partners
New York
$5.45M +$5.95M +420,444 New
Renaissance Technologies
40
Renaissance Technologies
New York
$5.36M -$5.2M -367,700 -47%
MAM
41
Melqart Asset Management
United Kingdom
$4.44M -$3.35M -236,980 -41%
Deutsche Bank
42
Deutsche Bank
Germany
$4.34M
Northern Trust
43
Northern Trust
Illinois
$4.04M +$1.01M +71,628 +30%
Tudor Investment Corp
44
Tudor Investment Corp
Connecticut
$3.73M -$295K -20,829 -7%
Primecap Management
45
Primecap Management
California
$3.62M
GGHC
46
Gilder Gagnon Howe & Co
New York
$3.56M -$4.52M -319,769 -54%
GA
47
Gagnon Advisors
New York
$3.07M +$1.67M +117,941 +99%
New York State Common Retirement Fund
48
New York State Common Retirement Fund
New York
$3.01M +$59.9K +4,232 +2%
CIBC Private Wealth Group
49
CIBC Private Wealth Group
Georgia
$2.99M +$696K +49,171 +27%
Swiss National Bank
50
Swiss National Bank
Switzerland
$2.94M +$256K +18,100 +9%

FRSH Hedge Fund Activity: Q3 2022 in Review

148 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Freshworks (FRSH) for Q3 2022, worth a combined $1.45B — up 20% from $1.2B a quarter earlier.

Buyers outnumbered sellers: 31 funds opened new FRSH positions and 26 closed out — a net gain of 5 holders — while 57 added to existing stakes and 30 trimmed.

The largest buyer was WestBridge Capital Management, adding an estimated $145M. The largest seller was JP Morgan Chase, cutting an estimated $42.4M.

  • 148 institutional investors held Freshworks (FRSH) as of Q3 2022, up from 144 in Q2 2022.
  • Funds reported $1.45B of Freshworks stock for Q3 2022, up 20% quarter-over-quarter.
  • 31 funds opened new Freshworks positions in Q3 2022 and 26 closed out, a net change of +5 holders.
  • The largest Freshworks buyer in Q3 2022 was WestBridge Capital Management, an estimated $145M added.
  • The largest Freshworks seller in Q3 2022 was JP Morgan Chase, an estimated $42.4M sold.

Based on aggregated 13F filings for Q3 2022.