FRESHWORKS INC FRSH
CLASS A COM · Common Stock · CUSIP 358054104 · ISIN US3580541049
Customer service software company
- SectorTechnology
- IndustryServices-Prepackaged Software
- HeadquartersSan Mateo, CA
- Websitefreshworks.com
- FilingsSEC EDGAR
* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once ($2.4m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $10.11. Options: 11 managers hold calls ($22.6m notional), 7 hold puts ($3.0m).
Trends to Q2 2026
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q3 2022 | 148 |
| Q4 2022 | 150 |
| Q1 2023 | 177 |
| Q2 2023 | 184 |
| Q3 2023 | 227 |
| Q4 2023 | 240 |
| Q1 2024 | 250 |
| Q2 2024 | 237 |
| Q3 2024 | 253 |
| Q4 2024 | 281 |
| Q1 2025 | 301 |
| Q2 2025 | 298 |
| Q3 2025 | 315 |
| Q4 2025 | 329 |
| Q1 2026 | 330 |
| Q2 2026 | 343 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| Q3 2024 | 136 | 110 |
| Q4 2024 | 168 | 112 |
| Q1 2025 | 175 | 123 |
| Q2 2025 | 172 | 138 |
| Q3 2025 | 185 | 118 |
| Q4 2025 | 175 | 144 |
| Q1 2026 | 204 | 155 |
| Q2 2026 | 217 | 131 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q3 2025 | $32.1m | $6.9m | 0.22 |
| Q4 2025 | $23.7m | $5.3m | 0.23 |
| Q1 2026 | $11.7m | $3.0m | 0.26 |
| Q2 2026 | $22.6m | $3.0m | 0.13 |
Biggest buyers
| Haveli Investment Management LLC | New | +8.2m |
| AQR CAPITAL MANAGEMENT LLC | Added | +6.2m |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | New | +5.2m |
| LSV ASSET MANAGEMENT | Added | +2.9m |
| MORGAN STANLEY | Added | +2.7m |
| BlackRock, Inc. | Added | +2.6m |
| CITADEL ADVISORS LLC | Added | +2.4m |
| HRT FINANCIAL LP | Added | +1.6m |
| Balyasny Asset Management L.P. | New | +1.5m |
| MILLENNIUM MANAGEMENT LLC | Added | +1.5m |
Biggest sellers
| Peak XV Partners Operations LLC | Sold out | -8.2m |
| Alyeska Investment Group, L.P. | Sold out | -6.5m |
| Topline Capital Management, LLC | Reduced | -5.9m |
| WestBridge Capital Management, LLC | Reduced | -5.5m |
| D. E. Shaw & Co., Inc. | Reduced | -4.2m |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | Sold out | -1.4m |
| BANK OF AMERICA CORP /DE/ | Reduced | -1.3m |
| RENAISSANCE TECHNOLOGIES LLC | Reduced | -1.3m |
| FRANKLIN RESOURCES INC | Reduced | -1.1m |
| Walleye Capital LLC | Reduced | -1.1m |
Biggest calls
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $6.2m610.9k shares |
| GROUP ONE TRADING LLC | Added | $4.5m442.7k shares |
| MILLENNIUM MANAGEMENT LLC | New | $3.1m302.6k shares |
| CITADEL ADVISORS LLC | Reduced | $1.6m155.4k shares |
| SIMPLEX TRADING, LLC | Added | $1.5m153.1k shares |
| Verition Fund Management LLC | Reduced | $1.5m150.2k shares |
| JANE STREET GROUP, LLC | Added | $1.4m139.3k shares |
| PEAK6 LLC | New | $1.1m110.9k shares |
| Walleye Trading LLC | Reduced | $909.8k89.9k shares |
| IMC-Chicago, LLC | Reduced | $595.1k58.8k shares |
Biggest puts
| CITADEL ADVISORS LLC | Reduced | $972.5k96.1k shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $876.4k86.6k shares |
| IMC-Chicago, LLC | Reduced | $449.3k44.4k shares |
| Walleye Trading LLC | Added | $418.0k41.3k shares |
| JANE STREET GROUP, LLC | Reduced | $266.2k26.3k shares |
| GROUP ONE TRADING LLC | Reduced | $36.4k3.6k shares |
| SIMPLEX TRADING, LLC | Reduced | $14.2k1.4k shares |
Options at notional value: the value of the shares the contracts control, as filers report them, not what the options cost. Not included in the holders, shares or buying above.
Major shareholders (over 5%)
Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.
| Holder | Stake |
|---|---|
| Accel Leaders Fund L.P. 13G · exempt (held before listing) -2.1 pts · filed 2025-05-13 | 7.1% |
| VANGUARD PORTFOLIO MANAGEMENT LLC 13G · institution new · filed 2026-04-29 | 6.4% |
Fell to 5% or below in the last year: VANGUARD GROUP INC (0.0%, 2026-03-26; now reported by VANGUARD PORTFOLIO MANAGEMENT LLC)
Insider purchases and sales since 1 Apr 2026
Shares bought or sold by the company's own officers, directors and 10% owners, in the open market or privately, as they reported to the SEC on Form 4 (due within two business days of the trade). Grants, option exercises, shares withheld for tax and gifts aren't included.
Officers and directors buying vs selling
Number of people, by quarter (10% owners not included)
Numbers
| Quarter | Buying | Bought | Selling | Sold | Sold under a plan |
|---|---|---|---|---|---|
| Q4 2024 | 0 | — | 6 | $40.0m | $40.0m |
| Q1 2025 | 0 | — | 6 | $1.6m | $1.6m |
| Q2 2025 | 0 | — | 7 | $3.1m | $3.1m |
| Q3 2025 | 0 | — | 6 | $1.1m | $1.1m |
| Q4 2025 | 2 | $4.0m | 2 | $283.3k | $283.3k |
| Q1 2026 | 1 | $993.8k | 2 | $284.2k | $284.2k |
| Q2 2026 | 0 | — | 1 | $96.7k | — |
| Q3 2026 | 0 | — | 3 | $872.8k | $872.8k |
| Date | Insider | Trade | Value |
|---|---|---|---|
| 2026-09-02 | Lawrence Philippa Chief Accounting Officer | Sold plan | $699.2k52.8k shares |
| 2026-07-06 | Lawrence Philippa Chief Accounting Officer | Sold plan | $35.2k3.5k shares |
| 2026-07-02 | Taylor Jennifer H Director | Sold plan | $69.1k6.6k shares |
| 2026-07-01 | PADGETT BARRY L. Director | Sold plan | $69.4k6.6k shares |
| 2026-06-17 | Lawrence Philippa Chief Accounting Officer | Sold | $96.7k10.5k shares |
Their holding: how much the trade added to or took from the insider's holding (direct, or the trust or fund named). The same trade is sometimes reported by more than one insider, such as a fund and the director who represents it; totals count it once. A value is left blank where the reported price is far from the market price (usually a typo).
Holders, Q2 2026
| Manager | Shares | Change |
|---|---|---|
| BlackRock, Inc. 0.00% of their portfolio | 19.6m $198.0m | Added +2.6m |
| Alphabet Inc. 0.17% of their portfolio | 16.2m $164.0m | Unchanged |
| VANGUARD PORTFOLIO MANAGEMENT LLC 0.01% of their portfolio | 15.9m $161.0m | Added +366.7k |
| AQR CAPITAL MANAGEMENT LLC 0.04% of their portfolio | 11.0m $111.1m | Added +6.2m |
| VANGUARD CAPITAL MANAGEMENT LLC 0.00% of their portfolio | 10.5m $105.8m | Added +118.5k |
| Haveli Investment Management LLC 46.16% of their portfolio | 8.2m $83.0m | New |
| WestBridge Capital Management, LLC 100.00% of their portfolio | 7.9m $79.5m | Reduced -5.5m |
| CITADEL ADVISORS LLC 0.04% of their portfolio | 6.8m $69.2m | Added +2.4m |
| STATE STREET CORP 0.00% of their portfolio | 5.7m $57.2m | Added +605.3k |
| GEODE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio | 5.6m $57.1m | Added +468.9k |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 0.02% of their portfolio | 5.2m $52.2m | New |
| MORGAN STANLEY 0.00% of their portfolio | 4.9m $49.5m | Added +2.7m |
| JUPITER ASSET MANAGEMENT LTD 0.22% of their portfolio | 4.4m $44.5m | Reduced -585.7k |
| HRT FINANCIAL LP 0.10% of their portfolio | 4.2m $42.3m | Added +1.6m |
| WELLINGTON MANAGEMENT GROUP LLP 0.01% of their portfolio | 4.0m $40.5m | Added +353.7k |
| GOLDMAN SACHS GROUP INC 0.00% of their portfolio | 3.7m $37.0m | Reduced -267.4k |
| RENAISSANCE TECHNOLOGIES LLC 0.05% of their portfolio | 3.2m $32.7m | Reduced -1.3m |
| DIMENSIONAL FUND ADVISORS LP 0.01% of their portfolio | 3.2m $32.3m | Added +590.1k |
| LSV ASSET MANAGEMENT 0.05% of their portfolio | 2.9m $29.6m | Added +2.9m |
| Nuveen, LLC 0.01% of their portfolio | 2.9m $29.0m | Added +85.5k |
| JANE STREET GROUP, LLC 0.02% of their portfolio | 2.9m $29.0m | Added +977.9k |
| CYPRESS POINT INVESTMENT MANAGEMENT LP 4.55% of their portfolio | 2.5m $25.1m | Reduced -48.0k |
| NORTHERN TRUST CORP 0.00% of their portfolio | 2.1m $21.5m | Added +251.0k |
| IEQ CAPITAL, LLC 0.10% of their portfolio | 2.1m $21.2m | Added +21.3k |
| MILLENNIUM MANAGEMENT LLC 0.01% of their portfolio | 1.9m $18.9m | Added +1.5m |
| Point72 Asset Management, L.P. 0.03% of their portfolio | 1.9m $18.9m | Reduced -318.6k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.00% of their portfolio | 1.8m $18.2m | Added +55.8k |
| GAGNON SECURITIES LLC 3.05% of their portfolio | 1.6m $15.8m | Reduced -167.5k |
| Balyasny Asset Management L.P. 0.03% of their portfolio | 1.5m $15.6m | New |
| ALGERT GLOBAL LLC 0.18% of their portfolio | 1.5m $15.5m | Added +239.4k |
| VANGUARD FIDUCIARY TRUST CO 0.00% of their portfolio | 1.5m $14.8m | Added +1.8k |
| FEDERATED HERMES, INC. 0.02% of their portfolio | 1.4m $13.7m | Added +409.3k |
| Bank of New York Mellon Corp 0.00% of their portfolio | 1.2m $12.3m | Added +42.7k |
| FMR LLC 0.00% of their portfolio | 1.1m $11.5m | Added +136.1k |
| MARSHALL WACE, LLP 0.01% of their portfolio | 1.1m $11.5m | Added +60.8k |
| Optimus Prime Fund Management Co., Ltd. 0.84% of their portfolio | 1.1m $11.3m | Unchanged |
| Trexquant Investment LP 0.06% of their portfolio | 1.0m $10.3m | Reduced -143.7k |
| Quantinno Capital Management LP 0.01% of their portfolio | 908.7k $9.2m | Added +182.6k |
| PRINCIPAL FINANCIAL GROUP INC 0.00% of their portfolio | 847.7k $8.6m | Added +82.2k |
| Voleon Capital Management LP 0.15% of their portfolio | 838.0k $8.5m | Added +771.7k |
| Pacer Advisors, Inc. 0.02% of their portfolio | 836.0k $8.5m | Reduced -230.2k |
| VICTORY CAPITAL MANAGEMENT INC 0.00% of their portfolio | 823.1k $8.3m | Added +38.6k |
| WESTERLY CAPITAL MANAGEMENT, LLC 1.99% of their portfolio | 800.0k $8.1m | Reduced -1.1m |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 783.7k $7.9m | Reduced -1.3m |
| Gagnon Advisors, LLC 5.00% of their portfolio | 776.2k $7.9m | Unchanged |
| UBS Group AG 0.00% of their portfolio | 754.9k $7.6m | Reduced -1.1m |
| ALLIANCEBERNSTEIN L.P. 0.00% of their portfolio | 753.1k $6.0m | Added +189.0k |
| Edgestream Partners, L.P. 0.22% of their portfolio | 737.0k $7.5m | Added +116.5k |
| D. E. Shaw & Co., Inc. 0.00% of their portfolio | 674.1k $6.8m | Reduced -4.2m |
| GENERATION INVESTMENT MANAGEMENT LLP 0.06% of their portfolio | 631.6k $6.4m | Reduced -71.8k |
| PRUDENTIAL FINANCIAL INC 0.01% of their portfolio | 626.5k $6.3m | Added +509.6k |
| CAPITAL FUND MANAGEMENT S.A. 0.04% of their portfolio | 613.2k $6.2m | Added +108.2k |
| Creative Planning 0.00% of their portfolio | 594.7k $6.0m | Added +219.9k |
| Dorsey & Whitney Trust CO LLC 0.29% of their portfolio | 589.6k $6.0m | Reduced -46 |
| Invesco Ltd. 0.00% of their portfolio | 573.4k $5.8m | Added +24.5k |
| Mariner, LLC 0.01% of their portfolio | 566.5k $5.7m | Added +432.3k |
| TWO SIGMA INVESTMENTS, LP 0.00% of their portfolio | 548.1k $5.5m | Reduced -873.6k |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.01% of their portfolio | 541.1k $5.5m | Reduced -79.4k |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 534.1k $5.5m | Reduced -895.4k |
| Brevan Howard Capital Management LP 0.07% of their portfolio | 525.6k $5.3m | Added +205.7k |
| Cerity Partners LLC 0.01% of their portfolio | 517.4k $5.2m | Added +265.5k |
| Assenagon Asset Management S.A. 0.00% of their portfolio | 506.9k $5.1m | New |
| Corient Private Wealth LP 0.01% of their portfolio | 493.1k $5.0m | Added +246.5k |
| CIBC Bancorp USA Inc. 0.01% of their portfolio | 439.6k $4.4m | Reduced -5.6k |
| AMERIPRISE FINANCIAL INC 0.00% of their portfolio | 426.3k $4.3m | Added +289.1k |
| BW Gestao de Investimentos Ltda. 0.10% of their portfolio | 422.2k $4.3m | Added +286.9k |
| Cinctive Capital Management LP 0.17% of their portfolio | 409.2k $4.1m | New |
| Swiss National Bank 0.00% of their portfolio | 379.3k $3.8m | Reduced -11.7k |
| NORDEA INVESTMENT MANAGEMENT AB 0.00% of their portfolio | 375.1k $3.8m | Added +11.2k |
| Allianz Asset Management GmbH 0.00% of their portfolio | 374.6k $3.0m | Unchanged |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.01% of their portfolio | 364.6k $3.3m | Added +244.4k |
| BNP PARIBAS FINANCIAL MARKETS 0.00% of their portfolio | 356.8k $3.6m | Added +125.1k |
| GSA CAPITAL PARTNERS LLP 0.22% of their portfolio | 338.1k $3.4m | Reduced -40.8k |
| Holocene Advisors, LP 0.01% of their portfolio | 337.6k $3.4m | Added +63.6k |
| ZACKS INVESTMENT MANAGEMENT 0.02% of their portfolio | 336.4k $3.4m | Added +64.0k |
| Universal- Beteiligungs- und Servicegesellschaft mbH 0.01% of their portfolio | 324.9k $3.3m | Added +300.4k |
| CITIGROUP INC 0.00% of their portfolio | 303.5k $3.1m | Added +235.2k |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% of their portfolio | 298.5k $3.0m | Reduced -52.7k |
| SG Americas Securities, LLC 0.00% of their portfolio | 297.7k $3.0m | Added +211.9k |
| MERCER GLOBAL ADVISORS INC /ADV 0.00% of their portfolio | 296.6k $3.0m | Added +200.0k |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.00% of their portfolio | 289.9k $2.9m | Added +55.2k |
| RHUMBLINE ADVISERS 0.00% of their portfolio | 277.1k $2.8m | Added +24.1k |
| CastleKnight Management LP 0.10% of their portfolio | 268.5k $2.7m | Added +77.3k |
| BARCLAYS PLC 0.00% of their portfolio | 262.1k $2.7m | Added +146.2k |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio | 248.6k $2.5m | Reduced -707.9k |
| DEUTSCHE BANK AG\ 0.00% of their portfolio | 243.1k $2.5m | Added +43.2k |
| Inlight Wealth Management, LLC 0.76% of their portfolio | 236.8k $2.4m | Added +16.7k |
| Empowered Funds, LLC 0.01% of their portfolio | 221.8k $2.2m | Reduced -5.1k |
| Headlands Technologies LLC 0.24% of their portfolio | 219.4k $2.2m | Reduced -8.1k |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.00% of their portfolio | 217.2k $2.2m | Reduced -29.1k |
| Schonfeld Strategic Advisors LLC 0.01% of their portfolio | 209.4k $2.1m | New |
| SEI INVESTMENTS CO 0.00% of their portfolio | 208.3k $2.1m | Added +122.5k |
| Russell Investments Group, Ltd. 0.00% of their portfolio | 206.5k $2.1m | Added +41.5k |
| LAVELLE CAPITAL LP 1.05% of their portfolio | 204.2k $2.1m | Added +52.6k |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 195.8k $2.0m | Added +113.7k |
| Legal & General Group Plc 0.00% of their portfolio | 190.3k $1.9m | Added +8.1k |
| HERALD INVESTMENT MANAGEMENT Ltd 0.26% of their portfolio | 190.0k $1.9m | Unchanged |
| KENNEDY CAPITAL MANAGEMENT LLC 0.03% of their portfolio | 186.2k $1.9m | Reduced -16.3k |
| FIRST TRUST ADVISORS LP 0.00% of their portfolio | 182.1k $1.8m | Reduced -80.7k |
| Vanguard Global Advisers, LLC 0.00% of their portfolio | 182.1k $1.8m | Reduced -89.8k |