Institutional Ownership Freshworks Inc. (FRSH)
This table provides information about the institutional ownership of Freshworks Inc. (FRSH). We have compiled data on the 325 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 $2.94 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cerity Partners LLC
New York, NY |
Apr 30, 2025 Q1 2025 |
19,154
shares
|
$282,904
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
May 15, 2025 Q1 2025 |
18,984
shares
|
$280,393
0.0% of portfolio
|
Q1 2025
Added 13.64%
|
|
|
Dakota Wealth Management
|
Jul 16, 2025 Q2 2025 |
17,787
shares
|
$262,713
0.01% of portfolio
|
Q2 2025
Reduced 6.11%
|
|
|
Catalyst Private Wealth, LLC
|
Jul 09, 2025 Q2 2025 |
17,746
shares
|
$262,108
0.15% of portfolio
|
Q2 2025
Reduced 8.08%
|
|
|
Truvestments Capital LLC
Sarasota, FL |
May 14, 2025 Q1 2025 |
17,307
shares
|
$255,624
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Magnetar Financial LLC
Evanston, IL |
May 15, 2025 Q1 2025 |
16,821
shares
|
$248,446
0.01% of portfolio
|
Q1 2025
Reduced 52.38%
|
|
|
Pictet Asset Management Sa
Geneva 73, V8 |
Aug 10, 2023 Q2 2023 |
16,433
shares
|
$242,715
0.0% of portfolio
|
Q1 2023
Reduced 0.84%
|
|
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
May 12, 2025 Q1 2025 |
16,093
shares
|
$237,693
0.02% of portfolio
|
Q4 2024
Reduced 0.1%
|
|
|
Prudential Financial Inc
Newark, NJ |
May 13, 2025 Q1 2025 |
15,685
shares
|
$231,667
0.0% of portfolio
|
Q1 2025
Added 5.87%
|
|
|
Xponance, Inc.
|
Apr 30, 2025 Q1 2025 |
15,605
shares
|
$230,485
0.0% of portfolio
|
Q1 2025
Added 5.11%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
15,250
shares
|
$225,242
0.0% of portfolio
|
Q1 2025
Added 58.33%
|
|
|
Clarius Group, LLC
Seattle, WA |
Jul 21, 2025 Q2 2025 |
15,186
shares
|
$224,297
0.01% of portfolio
|
Q2 2025
Reduced 0.31%
|
|
|
Jt Stratford LLC
Gainesville, GA |
May 14, 2025 Q1 2025 |
14,821
shares
|
$218,906
0.04% of portfolio
|
Q1 2025
Reduced 26.38%
|
|
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
May 02, 2025 Q1 2025 |
14,477
shares
|
$213,825
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Cary Street Partners Financial LLC
Richmond, VA |
May 09, 2025 Q1 2025 |
14,425
shares
|
$213,057
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Cary Street Partners Asset Management LLC
Richmond, VA |
Oct 30, 2024 Q3 2024 |
14,425
shares
|
$213,057
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Pfs Investments Inc.
Duluth, GA |
Aug 11, 2023 Q2 2023 |
14,421
shares
|
$212,998
0.0% of portfolio
|
Q2 2023
Added 10.71%
|
|
|
Bayesian Capital Management, LP
Brooklyn, NY |
May 15, 2025 Q1 2025 |
14,207
shares
|
$209,837
0.03% of portfolio
|
Q1 2025
Reduced 82.74%
|
|
|
Keebeck Wealth Management, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
13,118
shares
|
$193,752
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Blue Pointe Capital Management, LLC
San Mateo, CA |
May 02, 2025 Q1 2025 |
12,495
shares
|
$184,551
0.07% of portfolio
|
Q1 2025
Added 12.55%
|
|
|
Picton Mahoney Asset Management
Toronto, A6 |
May 07, 2025 Q1 2025 |
12,389
shares
|
$182,985
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Quantinno Capital Management LP
New York, NY |
May 12, 2025 Q1 2025 |
12,314
shares
|
$181,877
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Oppenheimer & CO Inc
New York, NY |
Apr 22, 2025 Q1 2025 |
11,900
shares
|
$175,763
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Phar Vision Advisers, LLC
Boca Raton, FL |
May 15, 2025 Q1 2025 |
11,836
shares
|
$174,817
0.23% of portfolio
|
Q1 2025
Reduced 48.34%
|
|
|
American Century Companies Inc
Kansas City, MO |
May 13, 2025 Q1 2025 |
11,769
shares
|
$173,828
0.0% of portfolio
|
Q1 2025
Reduced 56.42%
|