Freshworks
FRSH
123 hedge funds and large institutions have $1.3B invested in Freshworks in 2022 Q1 according to their latest regulatory filings, with 56 funds opening new positions, 35 increasing their positions, 21 reducing their positions, and 29 closing their positions.
93% more first-time investments, than exits
New positions opened: 56 | Existing positions closed: 29
75% more funds holding in top 10
Funds holding in top 10: 4 → 7 (+3)
67% more repeat investments, than reductions
Existing positions increased: 35 | Existing positions reduced: 21
28% more funds holding
Funds holding: 96 → 123 (+27)
28% more call options, than puts
Call options by funds: $23.8M | Put options by funds: $18.7M
6% less capital invested
Capital invested by funds: $1.39B → $1.3B (-$89.9M)
52.38% less ownership
Funds ownership: 153.72% → 101.34% (-52%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HP
Hound Partners
New York
|
+$83.3M |
| 2 |
WA
WFM Asia
Road Town, Tortola,
British Virgin Islands
|
+$74.5M |
| 3 |
Morgan Stanley
New York
|
+$65.6M |
| 4 |
SUT
SC US (TTGP)
Menlo Park,
California
|
+$58.7M |
| 5 |
SFM
Soros Fund Management
New York
|
+$39.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TP
TenCore Partners
New York
|
-$26.3M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
-$20.5M |
| 3 |
BlackRock
New York
|
-$18.3M |
| 4 |
GGHC
Gilder Gagnon Howe & Co
New York
|
-$16.9M |
| 5 |
Capital Research Global Investors
Los Angeles,
California
|
-$16.7M |
FRSH Hedge Fund Activity: Q1 2022 in Review
123 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Freshworks (FRSH) for Q1 2022, worth a combined $1.3B — down 6.5% from $1.39B a quarter earlier.
Buyers outnumbered sellers: 56 funds opened new FRSH positions and 29 closed out — a net gain of 27 holders — while 35 added to existing stakes and 21 trimmed.
The largest buyer was Hound Partners, opening a new position worth an estimated $83.3M. The largest seller was TenCore Partners, exiting entirely with an estimated $26.3M sold.
- 123 institutional investors held Freshworks (FRSH) as of Q1 2022, up from 96 in Q4 2021.
- Funds reported $1.3B of Freshworks stock for Q1 2022, down 6.5% quarter-over-quarter.
- 56 funds opened new Freshworks positions in Q1 2022 and 29 closed out, a net change of +27 holders.
- The largest Freshworks buyer in Q1 2022 was Hound Partners, an estimated $83.3M added.
- The largest Freshworks seller in Q1 2022 was TenCore Partners, an estimated $26.3M sold.
Based on aggregated 13F filings for Q1 2022.