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Freshworks

175 hedge funds and large institutions have $1.85B invested in Freshworks in 2023 Q1 according to their latest regulatory filings, with 52 funds opening new positions, 58 increasing their positions, 38 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

133% more call options, than puts

Call options by funds: $9.49M | Put options by funds: $4.08M

100% more first-time investments, than exits

New positions opened: 52 | Existing positions closed: 26

53% more repeat investments, than reductions

Existing positions increased: 58 | Existing positions reduced: 38

17% more funds holding

Funds holding: 149175 (+26)

0% more capital invested

Capital invested by funds: $1.84B → $1.85B (+$7.21M)

6.35% less ownership

Funds ownership: 77.62%71.28% (-6.3%)

50% less funds holding in top 10

Funds holding in top 10: 105 (-5)

Holders
175
Holders Change
+26
Holders Change %
+17.45%
% of All Funds
2.79%
Holding in Top 10
5
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-50%
% of All Funds
0.08%
New
52
Increased
58
Reduced
38
Closed
26
Calls
$9.49M
Puts
$4.08M
Net Calls
+$5.41M
Net Calls Change
+$471K
Name Holding Trade Value Shares
Change
Change in
Stake
WCM
1
WestBridge Capital Management
Mauritius
$254M +$41.6M +2,747,839 +20%
Vanguard Group
2
Vanguard Group
Pennsylvania
$228M +$10.3M +678,738 +5%
WA
3
WFM Asia
British Virgin Islands
$198M
CIP
4
Champlain Investment Partners
Vermont
$91.1M -$17.3M -1,143,670 -16%
SCM
5
Steadview Capital Management
United Kingdom
$87M -$6.03M -397,950 -7%
AI
6
Alphabet Inc
California
$62M
BlackRock
7
BlackRock
New York
$59.3M +$3.76M +248,232 +7%
AllianceBernstein
8
AllianceBernstein
Tennessee
$54.5M +$4.39M +290,139 +9%
MG
9
Meritage Group
California
$46.8M +$247K +16,286 +0.5%
Franklin Resources
10
Franklin Resources
California
$45.4M -$5.86M -386,854 -12%
SUT
11
SC US (TTGP)
California
$44.3M
PCH
12
Polar Capital Holdings
United Kingdom
$37.2M -$7.12M -469,831 -16%
Tiger Global Management
13
Tiger Global Management
New York
$36.7M -$10.1M -666,103 -22%
SCM
14
Scopia Capital Management
New York
$35.9M -$9.38M -618,993 -21%
Morgan Stanley
15
Morgan Stanley
New York
$35.9M +$9.48M +626,082 +37%
CIBC Private Wealth Group
16
CIBC Private Wealth Group
Georgia
$34.5M +$601K +39,672 +10%
EAM
17
Eagle Asset Management
Florida
$28.9M -$5.08M -335,413 -15%
Geode Capital Management
18
Geode Capital Management
Massachusetts
$25.6M +$668K +44,107 +3%
T. Rowe Price Associates
19
T. Rowe Price Associates
Maryland
$23.2M -$2.04M -134,506 -8%
ClearBridge Investments
20
ClearBridge Investments
New York
$22.5M
SFM
21
Soros Fund Management
New York
$21.9M -$12.7M -838,491 -37%
Mirae Asset Global Investments
22
Mirae Asset Global Investments
South Korea
$20.6M +$691K +45,587 +4%
Millennium Management
23
Millennium Management
New York
$18.7M +$16.8M +1,110,068 +1,060%
Goldman Sachs
24
Goldman Sachs
New York
$16.2M +$10.3M +682,924 +183%
DWT
25
Dorsey & Whitney Trust
South Dakota
$16.2M

FRSH Hedge Fund Activity: Q1 2023 in Review

175 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Freshworks (FRSH) for Q1 2023, worth a combined $1.85B — up 0.39% from $1.84B a quarter earlier.

Buyers outnumbered sellers: 52 funds opened new FRSH positions and 26 closed out — a net gain of 26 holders — while 58 added to existing stakes and 38 trimmed.

The largest buyer was WestBridge Capital Management, adding an estimated $41.6M. The largest seller was AMANSA Capital, exiting entirely with an estimated $78.8M sold.

  • 175 institutional investors held Freshworks (FRSH) as of Q1 2023, up from 149 in Q4 2022.
  • Funds reported $1.85B of Freshworks stock for Q1 2023, up 0.39% quarter-over-quarter.
  • 52 funds opened new Freshworks positions in Q1 2023 and 26 closed out, a net change of +26 holders.
  • The largest Freshworks buyer in Q1 2023 was WestBridge Capital Management, an estimated $41.6M added.
  • The largest Freshworks seller in Q1 2023 was AMANSA Capital, an estimated $78.8M sold.

Based on aggregated 13F filings for Q1 2023.