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Freshworks

252 hedge funds and large institutions have $2.15B invested in Freshworks in 2024 Q3 according to their latest regulatory filings, with 50 funds opening new positions, 89 increasing their positions, 79 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

154% more call options, than puts

Call options by funds: $9.55M | Put options by funds: $3.75M

67% more first-time investments, than exits

New positions opened: 50 | Existing positions closed: 30

40% more funds holding in top 10

Funds holding in top 10: 57 (+2)

13% more repeat investments, than reductions

Existing positions increased: 89 | Existing positions reduced: 79

8% more funds holding

Funds holding: 234252 (+18)

0.01% less ownership

Funds ownership: 83.94%83.92% (-0.01%)

8% less capital invested

Capital invested by funds: $2.34B → $2.15B (-$189M)

Holders
252
Holders Change
+18
Holders Change %
+7.69%
% of All Funds
3.62%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.1%
New
50
Increased
89
Reduced
79
Closed
30
Calls
$9.55M
Puts
$3.75M
Net Calls
+$5.79M
Net Calls Change
-$1.99M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$272M +$7.8M +650,427 +3%
BlackRock
2
BlackRock
New York
$187M +$1.61M +134,390 +0.8%
AI
3
Alphabet Inc
California
$186M +$46.4M +3,870,000 +31%
PXPO
4
Peak XV Partners Operations
Mauritius
$168M
WCM
5
WestBridge Capital Management
Mauritius
$154M -$3.3M -275,000 -2%
WA
6
WFM Asia
British Virgin Islands
$115M +$6.88M +573,565 +6%
AllianceBernstein
7
AllianceBernstein
Tennessee
$81.4M -$10.1M -839,289 -11%
JP Morgan Chase
8
JP Morgan Chase
New York
$60.5M +$21M +1,752,995 +50%
State Street
9
State Street
Massachusetts
$54.3M +$3.76M +313,982 +7%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$52.8M +$795K +66,342 +1%
Morgan Stanley
11
Morgan Stanley
New York
$47.9M -$3.06M -255,341 -6%
Franklin Resources
12
Franklin Resources
California
$44.9M +$7.25M +604,658 +18%
TGA
13
TPG GP A
Texas
$38.8M +$40.5M +3,377,572 New
Renaissance Technologies
14
Renaissance Technologies
New York
$36M +$18K +1,500 +0%
SUT
15
SC US (TTGP)
California
$33.1M
CIP
16
Champlain Investment Partners
Vermont
$29.4M -$47.2M -3,941,694 -61%
Dimensional Fund Advisors
17
Dimensional Fund Advisors
Texas
$26.1M -$1.88M -156,592 -6%
Norges Bank
18
Norges Bank
Norway
$25.6M
Northern Trust
19
Northern Trust
Illinois
$21.2M +$3.15M +262,472 +17%
EAM
20
Eagle Asset Management
Florida
$18.6M -$338K -28,178 -2%
Charles Schwab
21
Charles Schwab
California
$17.9M +$294K +24,558 +2%
Bank of New York Mellon
22
Bank of New York Mellon
New York
$17.8M -$505K -42,112 -3%
Goldman Sachs
23
Goldman Sachs
New York
$17.2M +$9.6M +800,909 +115%
SCM
24
Scopia Capital Management
New York
$17M -$369K -30,806 -2%
Voloridge Investment Management
25
Voloridge Investment Management
Florida
$16.7M +$5.93M +494,654 +51%

FRSH Hedge Fund Activity: Q3 2024 in Review

252 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Freshworks (FRSH) for Q3 2024, worth a combined $2.15B — down 8.1% from $2.34B a quarter earlier.

Buyers outnumbered sellers: 50 funds opened new FRSH positions and 30 closed out — a net gain of 20 holders — while 89 added to existing stakes and 79 trimmed.

The largest buyer was Alphabet Inc, adding an estimated $46.4M. The largest seller was ClearBridge Investments, exiting entirely with an estimated $47.8M sold.

  • 252 institutional investors held Freshworks (FRSH) as of Q3 2024, up from 234 in Q2 2024.
  • Funds reported $2.15B of Freshworks stock for Q3 2024, down 8.1% quarter-over-quarter.
  • 50 funds opened new Freshworks positions in Q3 2024 and 30 closed out, a net change of +20 holders.
  • The largest Freshworks buyer in Q3 2024 was Alphabet Inc, an estimated $46.4M added.
  • The largest Freshworks seller in Q3 2024 was ClearBridge Investments, an estimated $47.8M sold.

Based on aggregated 13F filings for Q3 2024.