Institutional Ownership Freshworks Inc. (FRSH)
This table provides information about the institutional ownership of Freshworks Inc. (FRSH). We have compiled data on the 328 institutions that hold shares in the stock, with a total of 199 Million shares, which have been reported (via 13F filing form) to have a value of $2.93 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
2,818
shares
|
$41,537
0.01% of portfolio
|
Q2 2022
Added 7.52%
|
|
|
Covestor LTD
Boston, MA |
May 12, 2025 Q1 2025 |
2,710
shares
|
$39,945
0.03% of portfolio
|
Q1 2025
Reduced 42.17%
|
|
|
Coldstream Capital Management Inc
|
May 13, 2025 Q1 2025 |
1,987
shares
|
$29,288
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Allworth Financial LP
|
Apr 30, 2025 Q1 2025 |
1,844
shares
|
$27,180
0.0% of portfolio
|
Q1 2025
Added 6.47%
|
|
|
Advisors Asset Management, Inc.
Monument, CO |
May 15, 2025 Q1 2025 |
1,728
shares
|
$25,470
0.0% of portfolio
|
Q1 2025
Reduced 26.0%
|
|
|
Avion Wealth
The Woodlands, TX |
May 09, 2025 Q1 2025 |
1,650
shares
|
$24,321
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Whittier Trust CO Of Nevada Inc
|
May 02, 2025 Q1 2025 |
1,254
shares
|
$18,483
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Optiver Holding B.V.
Amsterdam, P7 |
May 15, 2025 Q1 2025 |
1,184
shares
|
$17,452
0.0% of portfolio
|
Q1 2025
Added 4.41%
|
|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
May 01, 2025 Q1 2025 |
1,139
shares
|
$16,788
0.0% of portfolio
|
Q1 2025
Added 98.09%
|
|
|
Harbor Investment Advisory, LLC
|
Jul 01, 2025 Q2 2025 |
1,076
shares
|
$15,860
0.0% of portfolio
|
Q1 2025
Added 23.25%
|
|
|
Park Circle CO
|
May 09, 2025 Q1 2025 |
1,000
shares
|
$14,740
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Jones Financial Companies Lllp
|
May 28, 2025 Q1 2025 |
880
shares
|
$12,971
0.0% of portfolio
|
Q1 2025
Added 658.62%
|
|
|
Ever Source Wealth Advisors, LLC
|
May 13, 2025 Q1 2025 |
849
shares
|
$12,514
0.0% of portfolio
|
Q1 2025
Added 52.97%
|
|
|
True Wealth Design, LLC
Akron, OH |
May 13, 2025 Q1 2025 |
656
shares
|
$9,669
0.0% of portfolio
|
Q1 2025
Added 5366.67%
|
|
|
Clear Street Markets LLC
|
May 13, 2025 Q1 2025 |
622
shares
|
$9,168
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Apr 21, 2025 Q1 2025 |
609
shares
|
$8,976
0.0% of portfolio
|
Q4 2024
Reduced 84.46%
|
|
|
S.A. Mason LLC
|
Jul 14, 2025 Q2 2025 |
600
shares
|
$8,844
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jul 21, 2025 Q2 2025 |
600
shares
|
$8,844
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Richardson Financial Services Inc.
Medway, MA |
May 06, 2025 Q1 2025 |
526
shares
|
$7,753
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Northwestern Mutual Wealth Management CO
|
May 14, 2025 Q1 2025 |
521
shares
|
$7,679
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Lindbrook Capital, LLC
|
May 05, 2025 Q1 2025 |
511
shares
|
$7,532
0.0% of portfolio
|
Q1 2025
Added 0.59%
|
|
|
Rise Advisors, LLC
|
Jul 08, 2025 Q2 2025 |
505
shares
|
$7,443
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Washington Trust Advisors, Inc.
|
Apr 25, 2025 Q1 2025 |
470
shares
|
$6,927
0.0% of portfolio
|
Q2 2024
Reduced 23.95%
|
|
|
Gamma Investing LLC
Foster City, CA |
Jul 14, 2025 Q2 2025 |
454
shares
|
$6,691
0.0% of portfolio
|
Q2 2025
Reduced 31.63%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
May 13, 2025 Q1 2025 |
433
shares
|
$6,382
0.0% of portfolio
|
Q2 2024
New holding
|