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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
EWA
201
EP Wealth Advisors
California
$268K +$38.2K +2,278 +14%
DWM
202
Dakota Wealth Management
Florida
$267K +$317K +18,945 New
TC
203
Truvestments Capital
Florida
$244K +$290K +17,307 New
MF
204
Magnetar Financial
Illinois
$237K -$310K -18,503 -52%
FRA
205
Frank Rimerman Advisors
California
$227K
Prudential Financial
206
Prudential Financial
New Jersey
$221K +$14.6K +870 +6%
X
207
Xponance
Pennsylvania
$220K +$12.7K +758 +5%
PNC Financial Services Group
208
PNC Financial Services Group
Pennsylvania
$215K +$94.1K +5,618 +58%
CGL
209
Clarius Group LLC
Washington
$215K +$787 +47 +0.3%
JSL
210
JT Stratford LLC
Georgia
$209K -$89K -5,312 -26%
VCA
211
Verdence Capital Advisors
Maryland
$204K +$242K +14,477 New
CSP
212
Cary Street Partners
Virginia
$204K
BCM
213
Bayesian Capital Management
New York
$200K -$1.14M -68,100 -83%
KWM
214
Keebeck Wealth Management
Illinois
$185K +$220K +13,118 New
BCM
215
BluePointe Capital Management
California
$176K +$23.3K +1,393 +13%
PMAM
216
Picton Mahoney Asset Management
Ontario, Canada
$175K +$208K +12,389 New
Focus Partners Wealth
217
Focus Partners Wealth
Massachusetts
$175K +$34.9K +2,086 +20%
QCM
218
Quantinno Capital Management
New York
$174K +$206K +12,314 New
OC
219
Oppenheimer & Co
New York
$168K +$199K +11,900 New
PA
220
PharVision Advisers
Florida
$167K -$185K -11,074 -48%
American Century Companies
221
American Century Companies
Missouri
$166K -$255K -15,238 -56%
ECM
222
Everence Capital Management
Indiana
$166K
ANTB
223
AMG National Trust Bank
Colorado
$161K
CIP
224
Cornerstone Investment Partners
Georgia
$159K -$16.5K -986 -8%
PCM
225
Parsons Capital Management
Rhode Island
$156K

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.