Institutional Ownership Freshworks Inc. (FRSH)
This table provides information about the institutional ownership of Freshworks Inc. (FRSH). We have compiled data on the 329 institutions that hold shares in the stock, with a total of 206 Million shares, which have been reported (via 13F filing form) to have a value of $2.73 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Smartleaf Asset Management LLC
Boston, MA |
Aug 14, 2025 Q2 2025 |
250
shares
|
$3,320
0.0% of portfolio
|
Q2 2025
Added 90.84%
|
|
|
Neo Ivy Capital Management
New York, NY |
May 06, 2025 Q1 2025 |
238
shares
|
$3,160
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
238
shares
|
$3,160
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Bellevue Asset Management, LLC
Bellevue, WA |
Jul 23, 2025 Q2 2025 |
230
shares
|
$3,054
0.0% of portfolio
|
Q2 2025
Added 29.21%
|
|
|
Massmutual Trust CO Fsb
|
Jul 08, 2025 Q2 2025 |
220
shares
|
$2,921
0.0% of portfolio
|
Q2 2025
Reduced 24.66%
|
|
|
Ifp Advisors, Inc
|
Jul 24, 2025 Q2 2025 |
165
shares
|
$2,191
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Parkside Financial Bank & Trust
|
Aug 06, 2025 Q2 2025 |
160
shares
|
$2,124
0.0% of portfolio
|
Q2 2025
Added 128.57%
|
|
|
Huntington National Bank
Columbus, OH |
Aug 05, 2025 Q2 2025 |
159
shares
|
$2,111
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
Jul 16, 2025 Q2 2025 |
151
shares
|
$2,005
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
141
shares
|
$1,872
0.0% of portfolio
|
Q2 2025
Added 464.0%
|
|
|
Parallel Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
134
shares
|
$1,779
0.0% of portfolio
|
Q2 2025
Reduced 55.92%
|
|
|
Wolff Wiese Magana LLC
|
Jul 17, 2025 Q2 2025 |
129
shares
|
$1,713
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Aug 14, 2025 Q2 2025 |
128
shares
|
$1,699
0.0% of portfolio
|
Q3 2024
Added 64.1%
|
|
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
Aug 06, 2025 Q2 2025 |
113
shares
|
$1,500
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Aspect Partners, LLC
Fairfax, VA |
Aug 06, 2025 Q2 2025 |
75
shares
|
$996
0.0% of portfolio
|
Q2 2025
Added 150.0%
|
|
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
Aug 13, 2025 Q2 2025 |
70
shares
|
$929
0.0% of portfolio
|
Q2 2025
Reduced 41.67%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
70
shares
|
$929
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
First Horizon Advisors, Inc.
|
Aug 05, 2025 Q2 2025 |
69
shares
|
$916
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Institutional & Family Asset Management, LLC
|
Jul 05, 2024 Q2 2024 |
56
shares
|
$743
0.0% of portfolio
|
Q1 2023
Added 12.0%
|
|
|
True Wealth Design, LLC
Akron, OH |
Aug 06, 2025 Q2 2025 |
53
shares
|
$703
0.0% of portfolio
|
Q2 2025
Reduced 91.92%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Aug 12, 2025 Q2 2025 |
53
shares
|
$703
0.0% of portfolio
|
Q2 2025
Added 29.27%
|
|
|
Rakuten Securities, Inc.
Tokyo, M0 |
Aug 08, 2025 Q2 2025 |
50
shares
|
$664
0.0% of portfolio
|
Q2 2025
Reduced 40.0%
|
|
|
Plato Investment Management LTD
Sydney, C3 |
Aug 04, 2025 Q2 2025 |
45
shares
|
$597
0.0% of portfolio
|
Q2 2025
Added 7.14%
|
|
|
Bare Financial Services, Inc
Gap, PA |
Aug 13, 2025 Q2 2025 |
35
shares
|
$464
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Jfs Wealth Advisors, LLC
|
Jul 24, 2025 Q2 2025 |
28
shares
|
$371
0.0% of portfolio
|
Q2 2025
New holding
|