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Freshworks

149 hedge funds and large institutions have $1.84B invested in Freshworks in 2022 Q4 according to their latest regulatory filings, with 26 funds opening new positions, 47 increasing their positions, 45 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

153% more call options, than puts

Call options by funds: $8.18M | Put options by funds: $3.24M

27% more capital invested

Capital invested by funds: $1.45B → $1.84B (+$393M)

18% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 22

11% more funds holding in top 10

Funds holding in top 10: 910 (+1)

4% more repeat investments, than reductions

Existing positions increased: 47 | Existing positions reduced: 45

1% more funds holding

Funds holding: 148149 (+1)

1.41% less ownership

Funds ownership: 79.03%77.62% (-1.4%)

Holders
149
Holders Change
+1
Holders Change %
+0.68%
% of All Funds
2.4%
Holding in Top 10
10
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+11.11%
% of All Funds
0.16%
New
26
Increased
47
Reduced
45
Closed
22
Calls
$8.18M
Puts
$3.24M
Net Calls
+$4.94M
Net Calls Change
-$4.55M
Name Holding Trade Value Shares
Change
Change in
Stake
DWT
26
Dorsey & Whitney Trust
South Dakota
$15.5M
WI
27
Wafra Inc
New York
$13.1M -$1.9M -137,420 -13%
GIM
28
Generation Investment Management
United Kingdom
$12.9M +$2.99M +215,870 +33%
OPFM
29
Optimus Prime Fund Management
Cayman Islands
$12.8M
State Street
30
State Street
Massachusetts
$12.4M +$2.28M +164,366 +24%
Charles Schwab
31
Charles Schwab
California
$12.3M +$1.38M +99,709 +14%
AAM
32
Ardevora Asset Management
United Kingdom
$11.7M -$3.24M -233,806 -23%
MAM
33
Melqart Asset Management
United Kingdom
$11.7M +$6.26M +452,248 +132%
WCM Investment Management
34
WCM Investment Management
California
$11M -$585K -42,236 -5%
Bank of New York Mellon
35
Bank of New York Mellon
New York
$10.8M -$340K -24,542 -3%
GS
36
Gagnon Securities
New York
$7.96M -$21.2K -1,528 -0.3%
OWP
37
Old Well Partners
North Carolina
$7.66M
SAM
38
SP Asset Management
California
$6.74M +$6.34M +457,981 New
PCM
39
Prelude Capital Management
New York
$6.32M -$515K -37,199 -8%
BTP
40
Bloom Tree Partners
New York
$6.18M
Northern Trust
41
Northern Trust
Illinois
$6.18M +$1.51M +108,919 +35%
CIBC Private Wealth Group
42
CIBC Private Wealth Group
Georgia
$5.6M +$2.07M +149,687 +65%
Renaissance Technologies
43
Renaissance Technologies
New York
$5.59M -$460K -33,200 -8%
Goldman Sachs
44
Goldman Sachs
New York
$5.49M +$2.83M +204,347 +121%
CP
45
CenterBook Partners
Connecticut
$5.31M +$2.02M +145,797 +68%
AIM
46
Artemis Investment Management
United Kingdom
$5.03M -$5.26M -379,532 -53%
Deutsche Bank
47
Deutsche Bank
Germany
$5M +$71K +5,124 +2%
Swiss National Bank
48
Swiss National Bank
Switzerland
$4.65M +$1.24M +89,400 +39%
New York State Common Retirement Fund
49
New York State Common Retirement Fund
New York
$3.62M +$191K +13,763 +6%
TM
50
Tiger Management
New York
$3.53M +$290K +20,964 +10%

FRSH Hedge Fund Activity: Q4 2022 in Review

149 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Freshworks (FRSH) for Q4 2022, worth a combined $1.84B — up 27% from $1.45B a quarter earlier.

Buyers outnumbered sellers: 26 funds opened new FRSH positions and 22 closed out — a net gain of 4 holders — while 47 added to existing stakes and 45 trimmed.

The largest buyer was WestBridge Capital Management, adding an estimated $40.1M. The largest seller was Tiger Global Management, cutting an estimated $29.7M.

  • 149 institutional investors held Freshworks (FRSH) as of Q4 2022, up from 148 in Q3 2022.
  • Funds reported $1.84B of Freshworks stock for Q4 2022, up 27% quarter-over-quarter.
  • 26 funds opened new Freshworks positions in Q4 2022 and 22 closed out, a net change of +4 holders.
  • The largest Freshworks buyer in Q4 2022 was WestBridge Capital Management, an estimated $40.1M added.
  • The largest Freshworks seller in Q4 2022 was Tiger Global Management, an estimated $29.7M sold.

Based on aggregated 13F filings for Q4 2022.