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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
Teacher Retirement System of Texas
151
Teacher Retirement System of Texas
Texas
$674K +$69.3K +3,503 +14%
QC
152
Quent Capital
New York
$669K
Zurich Cantonal Bank
153
Zurich Cantonal Bank
Switzerland
$655K -$17.2K -867 -3%
ProShare Advisors
154
ProShare Advisors
Maryland
$630K +$114K +5,775 +27%
Handelsbanken Fonder
155
Handelsbanken Fonder
Sweden
$625K +$239K +12,100 +83%
JF
156
Jump Financial
Illinois
$623K -$1.43M -72,195 -73%
AIM
157
Aigen Investment Management
New York
$623K -$2.09M -105,807 -80%
Walleye Capital
158
Walleye Capital
New York
$619K +$308K +15,552 +144%
American Century Companies
159
American Century Companies
Missouri
$586K +$42.7K +2,160 +9%
AC
160
AXQ Capital
New Jersey
$578K +$487K +24,600 New
Marshall Wace
161
Marshall Wace
United Kingdom
$578K -$122K -6,162 -20%
AB
162
Amalgamated Bank
New York
$545K -$32.2K -1,627 -7%
FC
163
FORA Capital
Florida
$524K +$441K +22,302 New
Public Employees Retirement Association of Colorado
164
Public Employees Retirement Association of Colorado
Colorado
$504K
Victory Capital Management
165
Victory Capital Management
Texas
$501K +$101K +5,093 +31%
JFG
166
Jefferies Financial Group
New York
$497K +$418K +21,140 New
HVCM
167
Hel Ved Capital Management
Hong Kong
$482K +$406K +20,500 New
CAPTRUST Financial Advisors
168
CAPTRUST Financial Advisors
North Carolina
$466K +$31.1K +1,574 +9%
DIM
169
DC Investments Management
Virginia
$444K
WBC
170
Westpac Banking Corp
Australia
$437K +$368K +18,595 New
VI
171
Versor Investments
New York
$428K -$369K -18,659 -51%
Pictet Asset Management
172
Pictet Asset Management
Switzerland
$396K +$35.5K +1,796 +12%
AIP
173
Ameritas Investment Partners
Nebraska
$394K +$13.4K +675 +4%
PMEF
174
Point72 Middle East FZE
United Arab Emirates
$385K +$324K +16,389 New
JRP
175
Jasper Ridge Partners
California
$379K +$104K +5,256 +48%

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.