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Freshworks

239 hedge funds and large institutions have $4.09B invested in Freshworks in 2023 Q4 according to their latest regulatory filings, with 44 funds opening new positions, 85 increasing their positions, 75 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

90% more call options, than puts

Call options by funds: $19.8M | Put options by funds: $10.4M

57% more funds holding in top 10

Funds holding in top 10: 711 (+4)

52% more first-time investments, than exits

New positions opened: 44 | Existing positions closed: 29

35% more capital invested

Capital invested by funds: $3.03B → $4.09B (+$1.06B)

13% more repeat investments, than reductions

Existing positions increased: 85 | Existing positions reduced: 75

6.77% more ownership

Funds ownership: 79.41%86.19% (+6.8%)

6% more funds holding

Funds holding: 226239 (+13)

Holders
239
Holders Change
+13
Holders Change %
+5.75%
% of All Funds
3.48%
Holding in Top 10
11
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+57.14%
% of All Funds
0.16%
New
44
Increased
85
Reduced
75
Closed
29
Calls
$19.8M
Puts
$10.4M
Net Calls
+$9.36M
Net Calls Change
-$2.12M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$465M +$25.4M +1,285,713 +7%
WCM
2
WestBridge Capital Management
Mauritius
$388M
PXPO
3
Peak XV Partners Operations
Mauritius
$344M +$290M +14,630,692 New
BlackRock
4
BlackRock
New York
$316M +$22.3M +1,126,241 +9%
AllianceBernstein
5
AllianceBernstein
Tennessee
$202M -$6.26M -316,144 -4%
WA
6
WFM Asia
British Virgin Islands
$194M
Morgan Stanley
7
Morgan Stanley
New York
$156M +$52.5M +2,652,620 +66%
CIP
8
Champlain Investment Partners
Vermont
$141M +$6.56M +331,737 +6%
AI
9
Alphabet Inc
California
$94.8M
State Street
10
State Street
Massachusetts
$85.5M +$4.42M +223,178 +7%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$85M +$4.95M +250,149 +7%
Franklin Resources
12
Franklin Resources
California
$74.6M +$3.83M +193,708 +6%
Fidelity Investments
13
Fidelity Investments
Massachusetts
$73.1M +$17.6M +888,924 +40%
SCM
14
Steadview Capital Management
United Kingdom
$71.8M -$6.6M -333,500 -10%
SUT
15
SC US (TTGP)
California
$67.8M
T. Rowe Price Associates
16
T. Rowe Price Associates
Maryland
$62.8M +$1.16M +58,551 +2%
Lord, Abbett & Co
17
Lord, Abbett & Co
New Jersey
$52.8M +$10.1M +507,941 +29%
Capital World Investors
18
Capital World Investors
California
$50.5M
ClearBridge Investments
19
ClearBridge Investments
New York
$45.9M +$2.96M +149,825 +8%
Norges Bank
20
Norges Bank
Norway
$44.9M -$7.18M -362,998 -16%
Deutsche Bank
21
Deutsche Bank
Germany
$41.9M +$33.6M +1,698,406 +2,021%
Dimensional Fund Advisors
22
Dimensional Fund Advisors
Texas
$40.7M +$4.85M +245,242 +17%
Northern Trust
23
Northern Trust
Illinois
$38.5M +$65.7K +3,321 +0.2%
Renaissance Technologies
24
Renaissance Technologies
New York
$37.9M -$1.22M -61,900 -4%
Ninety One (UK)
25
Ninety One (UK)
United Kingdom
$36.3M +$30.6M +1,545,483 New

FRSH Hedge Fund Activity: Q4 2023 in Review

239 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Freshworks (FRSH) for Q4 2023, worth a combined $4.09B — up 35% from $3.03B a quarter earlier.

Buyers outnumbered sellers: 44 funds opened new FRSH positions and 29 closed out — a net gain of 15 holders — while 85 added to existing stakes and 75 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $52.5M. The largest seller was Voloridge Investment Management, cutting an estimated $18.5M.

  • 239 institutional investors held Freshworks (FRSH) as of Q4 2023, up from 226 in Q3 2023.
  • Funds reported $4.09B of Freshworks stock for Q4 2023, up 35% quarter-over-quarter.
  • 44 funds opened new Freshworks positions in Q4 2023 and 29 closed out, a net change of +15 holders.
  • The largest Freshworks buyer in Q4 2023 was Morgan Stanley, an estimated $52.5M added.
  • The largest Freshworks seller in Q4 2023 was Voloridge Investment Management, an estimated $18.5M sold.

Based on aggregated 13F filings for Q4 2023.