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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
TFA
176
Toth Financial Advisory
Virginia
$375K -$36.5K -1,843 -10%
FRA
177
Frank Rimerman Advisors
California
$371K
CGL
178
Clarius Group LLC
Washington
$357K
CSPAM
179
Cary Street Partners Asset Management
Virginia
$339K
CSPIA
180
Cary Street Partners Investment Advisory
Virginia
$339K
Verition Fund Management
181
Verition Fund Management
Connecticut
$317K -$550K -27,772 -67%
QC
182
Quadrature Capital
United Kingdom
$315K -$2.23M -112,708 -89%
CP
183
CenterBook Partners
Connecticut
$308K -$1.14M -57,540 -81%
SC
184
Sapient Capital
Indiana
$306K +$258K +13,023 New
Allspring Global Investments
185
Allspring Global Investments
North Carolina
$296K -$75.6K -3,819 -23%
CC
186
Corton Capital
Ontario, Canada
$295K -$149K -7,519 -37%
BCI
187
Brinker Capital Investments
Pennsylvania
$289K +$252K +12,713 New
OPS
188
Orion Portfolio Solutions
Nebraska
$289K +$252K +12,713 New
Amundi
189
Amundi
France
$275K -$534K -26,969 -69%
ANTB
190
AMG National Trust Bank
Colorado
$268K
Wealth Enhancement Advisory Services
191
Wealth Enhancement Advisory Services
Minnesota
$264K -$3.78K -191 -2%
Alyeska Investment Group
192
Alyeska Investment Group
Illinois
$260K -$4.41M -223,071 -95%
PCM
193
Parsons Capital Management
Rhode Island
$260K
LPL Financial
194
LPL Financial
California
$258K -$7.66K -387 -3%
DekaBank Deutsche Girozentrale
195
DekaBank Deutsche Girozentrale
Germany
$258K -$1.29M -65,100 -86%
Mackenzie Financial
196
Mackenzie Financial
Ontario, Canada
$242K
TSS
197
Two Sigma Securities
New York
$238K +$200K +10,131 New
X
198
Xponance
Pennsylvania
$231K +$194K +9,817 New
NCM
199
Northside Capital Management
Oregon
$226K +$191K +9,639 New
XT
200
XTX Topco
Cayman Islands
$224K +$189K +9,529 New

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.