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Freshworks

175 hedge funds and large institutions have $1.85B invested in Freshworks in 2023 Q1 according to their latest regulatory filings, with 52 funds opening new positions, 58 increasing their positions, 38 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

133% more call options, than puts

Call options by funds: $9.49M | Put options by funds: $4.08M

100% more first-time investments, than exits

New positions opened: 52 | Existing positions closed: 26

53% more repeat investments, than reductions

Existing positions increased: 58 | Existing positions reduced: 38

17% more funds holding

Funds holding: 149175 (+26)

0% more capital invested

Capital invested by funds: $1.84B → $1.85B (+$7.21M)

6.35% less ownership

Funds ownership: 77.62%71.28% (-6.3%)

50% less funds holding in top 10

Funds holding in top 10: 105 (-5)

Holders
175
Holders Change
+26
Holders Change %
+17.45%
% of All Funds
2.79%
Holding in Top 10
5
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-50%
% of All Funds
0.08%
New
52
Increased
58
Reduced
38
Closed
26
Calls
$9.49M
Puts
$4.08M
Net Calls
+$5.41M
Net Calls Change
+$471K
Name Holding Trade Value Shares
Change
Change in
Stake
Bessemer Group
151
Bessemer Group
New Jersey
$120K
Barclays
152
Barclays
United Kingdom
$95.1K +$63.6K +4,201 +211%
UBS Group
153
UBS Group
Switzerland
$84.2K -$14.4K -953 -15%
DAM
154
Delta Asset Management
Tennessee
$78.1K
LFM
155
Lumina Fund Management
New York
$77K
Royal Bank of Canada
156
Royal Bank of Canada
Ontario, Canada
$42K +$61 +4 +0.1%
Point72 Asset Management
157
Point72 Asset Management
Connecticut
$39.2K +$38.6K +2,550 New
CMBA
158
C.M. Bidwell & Associates
Hawaii
$35.1K +$34.6K +2,285 New
Lazard Asset Management
159
Lazard Asset Management
New York
$25K -$7.8K -515 -24%
LC
160
Lindbrook Capital
California
$14K -$2.3K -152 -14%
NFSG
161
Newbridge Financial Services Group
Florida
$13.1K -$105K -6,950 -89%
MIFH
162
Migdal Insurance & Financial Holdings
Israel
$9K +$3.23K +213 +51%
Fidelity Investments
163
Fidelity Investments
Massachusetts
$8.6K +$3.12K +206 +58%
Simplex Trading
164
Simplex Trading
Illinois
$8K +$8.57K +566 New
Group One Trading
165
Group One Trading
Illinois
$7.76K +$7.65K +505 New
AAS
166
Ameritas Advisory Services
Nebraska
$7.37K +$7.57K +500 New
AAM
167
Advisors Asset Management
Colorado
$5.39K +$136 +9 +3%
WTA
168
Washington Trust Advisors
Massachusetts
$5.04K +$1.45K +96 +41%
CG
169
Cutler Group
California
$5K -$58.4K -3,855 -92%
EL
170
EMFO LLC
Florida
$4.72K
AA
171
Ancora Advisors
Ohio
$2.6K -$2.56K -169 -50%
BAM
172
Bellevue Asset Management
Washington
$1.92K +$560 +37 +42%
GRP
173
Global Retirement Partners
California
$1.16K
IFAM
174
Institutional & Family Asset Management
Colorado
$860 +$91 +6 +12%
SWA
175
Sutton Wealth Advisors
Florida
$108 +$30 +2 +40%

FRSH Hedge Fund Activity: Q1 2023 in Review

175 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Freshworks (FRSH) for Q1 2023, worth a combined $1.85B — up 0.39% from $1.84B a quarter earlier.

Buyers outnumbered sellers: 52 funds opened new FRSH positions and 26 closed out — a net gain of 26 holders — while 58 added to existing stakes and 38 trimmed.

The largest buyer was WestBridge Capital Management, adding an estimated $41.6M. The largest seller was AMANSA Capital, exiting entirely with an estimated $78.8M sold.

  • 175 institutional investors held Freshworks (FRSH) as of Q1 2023, up from 149 in Q4 2022.
  • Funds reported $1.85B of Freshworks stock for Q1 2023, up 0.39% quarter-over-quarter.
  • 52 funds opened new Freshworks positions in Q1 2023 and 26 closed out, a net change of +26 holders.
  • The largest Freshworks buyer in Q1 2023 was WestBridge Capital Management, an estimated $41.6M added.
  • The largest Freshworks seller in Q1 2023 was AMANSA Capital, an estimated $78.8M sold.

Based on aggregated 13F filings for Q1 2023.