We are live on ! Find out more
FRSH icon

Freshworks

239 hedge funds and large institutions have $4.09B invested in Freshworks in 2023 Q4 according to their latest regulatory filings, with 44 funds opening new positions, 85 increasing their positions, 75 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

90% more call options, than puts

Call options by funds: $19.8M | Put options by funds: $10.4M

57% more funds holding in top 10

Funds holding in top 10: 711 (+4)

52% more first-time investments, than exits

New positions opened: 44 | Existing positions closed: 29

35% more capital invested

Capital invested by funds: $3.03B → $4.09B (+$1.06B)

13% more repeat investments, than reductions

Existing positions increased: 85 | Existing positions reduced: 75

6.77% more ownership

Funds ownership: 79.41%86.19% (+6.8%)

6% more funds holding

Funds holding: 226239 (+13)

Holders
239
Holders Change
+13
Holders Change %
+5.75%
% of All Funds
3.48%
Holding in Top 10
11
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+57.14%
% of All Funds
0.16%
New
44
Increased
85
Reduced
75
Closed
29
Calls
$19.8M
Puts
$10.4M
Net Calls
+$9.36M
Net Calls Change
-$2.12M
Name Holding Trade Value Shares
Change
Change in
Stake
RhumbLine Advisers
76
RhumbLine Advisers
Massachusetts
$5.21M -$37.8K -1,910 -0.9%
PP
77
PDT Partners
New York
$5.13M +$831K +41,999 +24%
Man Group
78
Man Group
United Kingdom
$4.74M +$3.99M +201,638 New
HIM
79
Hillsdale Investment Management
Ontario, Canada
$4.73M +$222K +11,220 +6%
UBS Group
80
UBS Group
Switzerland
$4.69M +$2.05M +103,421 +107%
Russell Investments Group
81
Russell Investments Group
United Kingdom
$4.58M +$57.7K +2,918 +2%
Canada Pension Plan Investment Board
82
Canada Pension Plan Investment Board
Ontario, Canada
$4.56M +$3.84M +194,100 New
MAP
83
Moody Aldrich Partners
Massachusetts
$4.48M +$3.78M +190,788 New
UBS AM
84
UBS AM
Illinois
$4.12M -$42.7K -2,157 -1%
WMSA
85
Weiss Multi-Strategy Advisers
New York
$4.11M -$1.68M -85,030 -33%
CS
86
Credit Suisse
Switzerland
$3.92M +$191K +9,654 +6%
California State Teachers Retirement System (CalSTRS)
87
California State Teachers Retirement System (CalSTRS)
California
$3.78M -$23.8K -1,201 -0.7%
OWP
88
Old Well Partners
North Carolina
$3.77M -$2.03M -102,500 -39%
SEI Investments
89
SEI Investments
Pennsylvania
$3.73M +$511K +25,844 +19%
SM
90
SCGE Management
California
$3.52M
Legal & General Group
91
Legal & General Group
United Kingdom
$3.44M +$52K +2,629 +2%
Qube Research & Technologies (QRT)
92
Qube Research & Technologies (QRT)
United Kingdom
$3.29M +$340K +17,164 +14%
Citadel Advisors
93
Citadel Advisors
Florida
$3.04M -$9.12M -460,756 -78%
State of New Jersey Common Pension Fund D
94
State of New Jersey Common Pension Fund D
New Jersey
$3.02M +$282K +14,266 +12%
New York State Common Retirement Fund
95
New York State Common Retirement Fund
New York
$2.86M -$2.45M -123,653 -50%
KOCAA
96
Knights of Columbus Asset Advisors
Connecticut
$2.69M +$1.85M +93,438 +442%
NCL
97
Nishkama Capital LLC
Puerto Rico
$2.66M +$2.24M +113,278 New
DI
98
Dalton Investments
Nevada
$2.62M
Primecap Management
99
Primecap Management
California
$2.55M -$305K -15,400 -12%
RC
100
Renaissance Capital
Connecticut
$2.41M +$425K +21,500 +27%

FRSH Hedge Fund Activity: Q4 2023 in Review

239 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Freshworks (FRSH) for Q4 2023, worth a combined $4.09B — up 35% from $3.03B a quarter earlier.

Buyers outnumbered sellers: 44 funds opened new FRSH positions and 29 closed out — a net gain of 15 holders — while 85 added to existing stakes and 75 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $52.5M. The largest seller was Voloridge Investment Management, cutting an estimated $18.5M.

  • 239 institutional investors held Freshworks (FRSH) as of Q4 2023, up from 226 in Q3 2023.
  • Funds reported $4.09B of Freshworks stock for Q4 2023, up 35% quarter-over-quarter.
  • 44 funds opened new Freshworks positions in Q4 2023 and 29 closed out, a net change of +15 holders.
  • The largest Freshworks buyer in Q4 2023 was Morgan Stanley, an estimated $52.5M added.
  • The largest Freshworks seller in Q4 2023 was Voloridge Investment Management, an estimated $18.5M sold.

Based on aggregated 13F filings for Q4 2023.