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Freshworks

297 hedge funds and large institutions have $2.85B invested in Freshworks in 2025 Q1 according to their latest regulatory filings, with 68 funds opening new positions, 112 increasing their positions, 77 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more first-time investments, than exits

New positions opened: | Existing positions closed:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more funds holding

Funds holding:

4.58% less ownership

Funds ownership: 87.11%82.53% (-4.6%)

10% less funds holding in top 10

Funds holding in top 10: 109 (-1)

13% less capital invested

Capital invested by funds: $3.28B → $2.85B (-$431M)

Holders
297
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
9
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$26.1M
Puts
$9.35M
Net Calls
Net Calls Change

Top Buyers

1 +$48.8M
2 +$34.2M
3 +$22.1M
4
JGC
J. Goldman & Co
New York
+$17.7M
5
Ameriprise
Ameriprise
Minnesota
+$16.2M
Name Holding Trade Value Shares
Change
Change in
Stake
DWM
201
Dakota Wealth Management
Florida
$267K
TC
202
Truvestments Capital
Florida
$244K
MF
203
Magnetar Financial
Illinois
$237K
FRA
204
Frank Rimerman Advisors
California
$227K
Prudential Financial
205
Prudential Financial
New Jersey
$221K
X
206
Xponance
Pennsylvania
$220K
PNC Financial Services Group
207
PNC Financial Services Group
Pennsylvania
$215K
CGL
208
Clarius Group LLC
Washington
$215K
JSL
209
JT Stratford LLC
Georgia
$209K
VCA
210
Verdence Capital Advisors
Maryland
$204K
CSP
211
Cary Street Partners
Virginia
$204K
BCM
212
Bayesian Capital Management
New York
$200K
KWM
213
Keebeck Wealth Management
Illinois
$185K
BCM
214
BluePointe Capital Management
California
$176K
PMAM
215
Picton Mahoney Asset Management
Ontario, Canada
$175K
Focus Partners Wealth
216
Focus Partners Wealth
Massachusetts
$175K
QCM
217
Quantinno Capital Management
New York
$174K
OC
218
Oppenheimer & Co
New York
$168K
PA
219
PharVision Advisers
Florida
$167K
American Century Companies
220
American Century Companies
Missouri
$166K
ECM
221
Everence Capital Management
Indiana
$166K
ANTB
222
AMG National Trust Bank
Colorado
$161K
CIP
223
Cornerstone Investment Partners
Georgia
$159K
PCM
224
Parsons Capital Management
Rhode Island
$156K
CIAM
225
Caitong International Asset Management
Hong Kong
$155K