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Freshworks

299 hedge funds and large institutions have $2.89B invested in Freshworks in 2025 Q1 according to their latest regulatory filings, with 67 funds opening new positions, 113 increasing their positions, 78 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed

179% more call options, than puts

Call options by funds: $26.1M | Put options by funds: $9.35M

46% more first-time investments, than exits

New positions opened: 67 | Existing positions closed: 46

45% more repeat investments, than reductions

Existing positions increased: 113 | Existing positions reduced: 78

7% more funds holding

Funds holding: 279299 (+20)

3.55% less ownership

Funds ownership: 87.12%83.57% (-3.5%)

10% less funds holding in top 10

Funds holding in top 10: 109 (-1)

12% less capital invested

Capital invested by funds: $3.28B → $2.89B (-$396M)

Holders
299
Holders Change
+20
Holders Change %
+7.17%
% of All Funds
4.01%
Holding in Top 10
9
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-10%
% of All Funds
0.12%
New
67
Increased
113
Reduced
78
Closed
46
Calls
$26.1M
Puts
$9.35M
Net Calls
+$16.7M
Net Calls Change
-$4.93M
Name Holding Trade Value Shares
Change
Change in
Stake
Twin Tree Management
176
Twin Tree Management
Texas
$378K -$3.22M -192,454 -88%
MAM
177
Martingale Asset Management
Massachusetts
$378K +$449K +26,795 New
Mariner
178
Mariner
Kansas
$367K +$182K +10,848 +72%
OAM
179
Oxford Asset Management
United Kingdom
$366K +$434K +25,921 New
Pictet Asset Management
180
Pictet Asset Management
Switzerland
$363K
SC
181
Sapient Capital
Indiana
$356K +$66.6K +3,974 +19%
PTC
182
Petrus Trust Company
Texas
$352K +$210K +12,514 +100%
VF
183
Virtu Financial
New York
$339K +$403K +24,048 New
HSBC Holdings
184
HSBC Holdings
United Kingdom
$334K -$698K -41,683 -63%
Bank of Montreal
185
Bank of Montreal
Ontario, Canada
$324K +$385K +22,962 New
MAG
186
MRA Advisory Group
New Jersey
$320K +$379K +22,652 New
WP
187
Woodline Partners
California
$304K +$43.1K +2,571 +14%
Simplex Trading
188
Simplex Trading
Illinois
$304K -$824K -49,170 -70%
Public Employees Retirement Association of Colorado
189
Public Employees Retirement Association of Colorado
Colorado
$303K
Royal Bank of Canada
190
Royal Bank of Canada
Ontario, Canada
$302K +$196K +11,703 +121%
BAM
191
Blueshift Asset Management
New Jersey
$297K +$352K +21,035 New
AIP
192
Ameritas Investment Partners
Nebraska
$296K
Carson Wealth (CWM LLC)
193
Carson Wealth (CWM LLC)
Nebraska
$294K +$325K +19,382 +1,328%
State of Tennessee, Department of Treasury
194
State of Tennessee, Department of Treasury
Tennessee
$294K
AIM
195
Aigen Investment Management
New York
$286K +$139K +8,287 +69%
AI
196
Atom Investors
Texas
$278K +$330K +19,723 New
Osaic Holdings
197
Osaic Holdings
Arizona
$277K +$144K +8,616 +78%
Allspring Global Investments
198
Allspring Global Investments
North Carolina
$276K +$115K +6,862 +54%
CPW
199
Catalyst Private Wealth
California
$272K -$87.8K -5,239 -21%
Cerity Partners
200
Cerity Partners
New York
$270K +$321K +19,154 New

FRSH Hedge Fund Activity: Q1 2025 in Review

299 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in Freshworks (FRSH) for Q1 2025, worth a combined $2.89B — down 12% from $3.28B a quarter earlier.

Buyers outnumbered sellers: 67 funds opened new FRSH positions and 46 closed out — a net gain of 21 holders — while 113 added to existing stakes and 78 trimmed.

The largest buyer was Wellington Management Group, opening a new position worth an estimated $57.9M. The largest seller was WFM Asia, cutting an estimated $112M.

  • 299 institutional investors held Freshworks (FRSH) as of Q1 2025, up from 279 in Q4 2024.
  • Funds reported $2.89B of Freshworks stock for Q1 2025, down 12% quarter-over-quarter.
  • 67 funds opened new Freshworks positions in Q1 2025 and 46 closed out, a net change of +21 holders.
  • The largest Freshworks buyer in Q1 2025 was Wellington Management Group, an estimated $57.9M added.
  • The largest Freshworks seller in Q1 2025 was WFM Asia, an estimated $112M sold.

Based on aggregated 13F filings for Q1 2025.