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Freshworks

234 hedge funds and large institutions have $2.34B invested in Freshworks in 2024 Q2 according to their latest regulatory filings, with 39 funds opening new positions, 98 increasing their positions, 68 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed

87% more call options, than puts

Call options by funds: $16.8M | Put options by funds: $8.98M

44% more repeat investments, than reductions

Existing positions increased: 98 | Existing positions reduced: 68

4.01% less ownership

Funds ownership: 87.95%83.94% (-4%)

6% less funds holding

Funds holding: 249234 (-15)

26% less first-time investments, than exits

New positions opened: 39 | Existing positions closed: 53

33% less capital invested

Capital invested by funds: $3.49B → $2.34B (-$1.15B)

38% less funds holding in top 10

Funds holding in top 10: 85 (-3)

Holders
234
Holders Change
-15
Holders Change %
-6.02%
% of All Funds
3.38%
Holding in Top 10
5
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-37.5%
% of All Funds
0.07%
New
39
Increased
98
Reduced
68
Closed
53
Calls
$16.8M
Puts
$8.98M
Net Calls
+$7.78M
Net Calls Change
+$11.8M
Name Holding Trade Value Shares
Change
Change in
Stake
QL
201
Quarry LP
New York
$54.9K +$39.6K +2,645 +158%
DB
202
Danske Bank
Denmark
$50.8K -$191K -12,800 -76%
AAM
203
Advisors Asset Management
Colorado
$47.7K +$11.7K +785 +26%
Carson Wealth (CWM LLC)
204
Carson Wealth (CWM LLC)
Nebraska
$43K +$43K +2,878 +555%
DekaBank Deutsche Girozentrale
205
DekaBank Deutsche Girozentrale
Germany
$39K -$42.1K -2,814 -48%
Nisa Investment Advisors
206
Nisa Investment Advisors
Missouri
$26.7K +$5.91K +395 +23%
C
207
Covestor
United Kingdom
$24K +$10.9K +729 +63%
AWM
208
Avior Wealth Management
Nebraska
$20.9K +$13.7K +919 +126%
Comerica Bank
209
Comerica Bank
Texas
$14.3K -$721K -48,226 -98%
SWS
210
SYSTM Wealth Solutions
Illinois
$10.1K
PNC Financial Services Group
211
PNC Financial Services Group
Pennsylvania
$9.94K -$165 -11 -1%
Optiver Holding
212
Optiver Holding
Netherlands
$7.49K +$8.82K +590 New
MIFH
213
Migdal Insurance & Financial Holdings
Israel
$7K -$3.29K -220 -30%
PWMG
214
Private Wealth Management Group
New Jersey
$6K +$3.46K +231 +95%
WTA
215
Washington Trust Advisors
Massachusetts
$5.96K -$2.21K -148 -24%
CA
216
Clearstead Advisors
Ohio
$5.5K +$6.48K +433 New
CI Investments Inc
217
CI Investments Inc
Ontario, Canada
$4K -$224 -15 -4%
EL
218
EMFO LLC
Florida
$3.9K
EWA
219
EverSource Wealth Advisors
Alabama
$3.24K +$3.56K +238 +1,133%
SAM
220
Smartleaf Asset Management
Massachusetts
$2.98K +$2.9K +194 +473%
BTI
221
Blue Trust Inc
Georgia
$2.59K +$2.12K +142 New
BAM
222
Bellevue Asset Management
Washington
$2.26K +$449 +30 +20%
MG
223
Mather Group
Illinois
$2.01K +$1.65K +110 New
VCM
224
Versant Capital Management
Arizona
$1.92K +$374 +25 +20%
US Bancorp
225
US Bancorp
Minnesota
$1.18K -$1.13M -75,559 -100%

FRSH Hedge Fund Activity: Q2 2024 in Review

234 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Freshworks (FRSH) for Q2 2024, worth a combined $2.34B — down 33% from $3.49B a quarter earlier.

Sellers outnumbered buyers: 53 funds closed out of FRSH and 39 opened new positions — a net loss of 14 holders — while 68 trimmed existing stakes and 98 added.

The largest buyer was BlackRock, adding an estimated $42.4M. The largest seller was Ninety One (UK), cutting an estimated $53.1M.

  • 234 institutional investors held Freshworks (FRSH) as of Q2 2024, down from 249 in Q1 2024.
  • Funds reported $2.34B of Freshworks stock for Q2 2024, down 33% quarter-over-quarter.
  • 39 funds opened new Freshworks positions in Q2 2024 and 53 closed out, a net change of -14 holders.
  • The largest Freshworks buyer in Q2 2024 was BlackRock, an estimated $42.4M added.
  • The largest Freshworks seller in Q2 2024 was Ninety One (UK), an estimated $53.1M sold.

Based on aggregated 13F filings for Q2 2024.