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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
MLICM
201
Metropolitan Life Insurance Company (MetLife)
New York
$220K
OSAM
202
O'Shaughnessy Asset Management
Connecticut
$215K +$181K +9,135 New
GAM
203
Gotham Asset Management
New York
$206K -$989K -49,970 -85%
A
204
AlphaQuest
New York
$166K +$140K +7,080 New
ACM
205
Aquatic Capital Management
Illinois
$160K -$311K -15,700 -70%
DAM
206
Delta Asset Management
Tennessee
$119K
SOW
207
State of Wyoming
Wyoming
$105K -$362K -18,311 -80%
C
208
Covestor
United Kingdom
$97K +$73.2K +3,697 +874%
BAMF
209
BI Asset Management Fondsmaeglerselskab
Denmark
$87K
KBC Group
210
KBC Group
Belgium
$81K
CMBA
211
C.M. Bidwell & Associates
Hawaii
$53.7K
AAM
212
Advisors Asset Management
Colorado
$52K +$10.9K +551 +33%
FWM
213
Focused Wealth Management
New York
$43.5K
Nisa Investment Advisors
214
Nisa Investment Advisors
Missouri
$37K -$27.7K -1,400 -47%
QL
215
Quarry LP
New York
$26.8K -$20.2K -1,022 -47%
LC
216
Lindbrook Capital
California
$19.1K -$1.96K -99 -11%
PNC Financial Services Group
217
PNC Financial Services Group
Pennsylvania
$15.7K +$416 +21 +3%
MIFH
218
Migdal Insurance & Financial Holdings
Israel
$14K +$119 +6 +1%
WTA
219
Washington Trust Advisors
Massachusetts
$9.19K +$1.25K +63 +19%
EL
220
EMFO LLC
Florida
$7.21K
CG
221
Cutler Group
California
$6K -$69.5K -3,511 -93%
CI Investments Inc
222
CI Investments Inc
Ontario, Canada
$6K +$4.81K +243 New
AA
223
Ancora Advisors
Ohio
$3.97K
PWMG
224
Private Wealth Management Group
New Jersey
$3.92K +$3.31K +167 New
BAM
225
Bellevue Asset Management
Washington
$3.48K +$455 +23 +18%

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.