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Freshworks

234 hedge funds and large institutions have $2.34B invested in Freshworks in 2024 Q2 according to their latest regulatory filings, with 39 funds opening new positions, 98 increasing their positions, 68 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed

87% more call options, than puts

Call options by funds: $16.8M | Put options by funds: $8.98M

44% more repeat investments, than reductions

Existing positions increased: 98 | Existing positions reduced: 68

4.01% less ownership

Funds ownership: 87.95%83.94% (-4%)

6% less funds holding

Funds holding: 249234 (-15)

26% less first-time investments, than exits

New positions opened: 39 | Existing positions closed: 53

33% less capital invested

Capital invested by funds: $3.49B → $2.34B (-$1.15B)

38% less funds holding in top 10

Funds holding in top 10: 85 (-3)

Holders
234
Holders Change
-15
Holders Change %
-6.02%
% of All Funds
3.38%
Holding in Top 10
5
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-37.5%
% of All Funds
0.07%
New
39
Increased
98
Reduced
68
Closed
53
Calls
$16.8M
Puts
$8.98M
Net Calls
+$7.78M
Net Calls Change
+$11.8M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$293M +$28.2M +1,884,882 +9%
BlackRock
2
BlackRock
New York
$205M +$42.4M +2,833,331 +21%
PXPO
3
Peak XV Partners Operations
Mauritius
$186M
WCM
4
WestBridge Capital Management
Mauritius
$173M -$19.4M -1,300,071 -9%
AI
5
Alphabet Inc
California
$157M
WA
6
WFM Asia
British Virgin Islands
$120M +$28.4M +1,899,500 +25%
AllianceBernstein
7
AllianceBernstein
Tennessee
$101M -$14.6M -974,820 -11%
CIP
8
Champlain Investment Partners
Vermont
$82.5M +$15.5M +1,037,310 +19%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$57.5M +$11.6M +777,520 +21%
Morgan Stanley
10
Morgan Stanley
New York
$56.1M +$10.6M +707,756 +19%
State Street
11
State Street
Massachusetts
$56M +$9.66M +645,769 +17%
ClearBridge Investments
12
ClearBridge Investments
New York
$47.8M -$4.3M -287,409 -7%
JP Morgan Chase
13
JP Morgan Chase
New York
$44.6M +$993K +66,361 +2%
Franklin Resources
14
Franklin Resources
California
$42.4M +$2.94M +196,838 +6%
Capital International Investors
15
Capital International Investors
California
$41.3M
Renaissance Technologies
16
Renaissance Technologies
New York
$39.8M +$3.32M +221,900 +8%
SUT
17
SC US (TTGP)
California
$36.6M
Dimensional Fund Advisors
18
Dimensional Fund Advisors
Texas
$30.8M +$3.58M +239,671 +11%
Norges Bank
19
Norges Bank
Norway
$28.3M +$12M +801,627 +56%
Macquarie Group
20
Macquarie Group
Australia
$24.2M +$5.54M +370,259 +24%
Bank of New York Mellon
21
Bank of New York Mellon
New York
$20.2M +$6.28M +420,135 +36%
Northern Trust
22
Northern Trust
Illinois
$20.1M -$195K -13,051 -0.8%
Charles Schwab
23
Charles Schwab
California
$19.4M +$3.16M +211,082 +16%
SCM
24
Scopia Capital Management
New York
$19.2M +$22.6M +1,510,610 New
Fidelity Investments
25
Fidelity Investments
Massachusetts
$18.1M -$32.7M -2,183,892 -60%

FRSH Hedge Fund Activity: Q2 2024 in Review

234 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Freshworks (FRSH) for Q2 2024, worth a combined $2.34B — down 33% from $3.49B a quarter earlier.

Sellers outnumbered buyers: 53 funds closed out of FRSH and 39 opened new positions — a net loss of 14 holders — while 68 trimmed existing stakes and 98 added.

The largest buyer was BlackRock, adding an estimated $42.4M. The largest seller was Ninety One (UK), cutting an estimated $53.1M.

  • 234 institutional investors held Freshworks (FRSH) as of Q2 2024, down from 249 in Q1 2024.
  • Funds reported $2.34B of Freshworks stock for Q2 2024, down 33% quarter-over-quarter.
  • 39 funds opened new Freshworks positions in Q2 2024 and 53 closed out, a net change of -14 holders.
  • The largest Freshworks buyer in Q2 2024 was BlackRock, an estimated $42.4M added.
  • The largest Freshworks seller in Q2 2024 was Ninety One (UK), an estimated $53.1M sold.

Based on aggregated 13F filings for Q2 2024.