Who owns Freshworks (FRSH)
Which tracked institutional funds hold FRSH, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See FRSH company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-09-22). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
119 tracked funds added or opened FRSH while 45 trimmed or exited it between 2026-Q1 and 2026-Q2 — the tape is split. When large holders disagree on a name, the funds moving first are sometimes ahead of the story.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
FRSH’s largest tracked holder by dollar value, BlackRock, Inc., sizes it at 0.0% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.0pp gap the other way — the median holder sizes FRSH more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in FRSH divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2026-Q1 and 2026-Q2, across 322 tracked filers holding FRSH, 211 increased or opened the position and 152 reduced or closed it; over the same quarter, open-market insider Form 4s were net sales.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Funds opening or closing a position in FRSH between the 2026-Q1 and 2026-Q2 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
New buyers 18
- Haveli Investment Management LLC$83M
- ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$52M
- BALYASNY ASSET MANAGEMENT L.P.$16M
- Cinctive Capital Management LP$4M
- Assenagon Asset Management S.A.$3M
- Schonfeld Strategic Advisors LLC$2M
Full exits 24
- Peak XV Partners Operations LLC$110M
- Alyeska Investment Group, L.P.$52M
- NORGES BANK$35M
- HRT FINANCIAL LP$21M
- HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND$12M
- Pacer Advisors, Inc.$9M
Largest adds
- AQR CAPITAL MANAGEMENT LLC$73M
- BlackRock, Inc.$61M
- VANGUARD PORTFOLIO MANAGEMENT LLC$36M
- CITADEL ADVISORS LLC$34M
- Alphabet Inc.$34M
- MORGAN STANLEY$32M
Largest trims
- Topline Capital Management, LLC$47M
- D. E. Shaw & Co., Inc.$32M
- WestBridge Capital Management, LLC$28M
- BANK OF AMERICA CORP /DE/$9M
- Walleye Capital LLC$9M
- FRANKLIN RESOURCES INC$9M
Institutional holders
One row per tracked fund, most shares held first (every row is from one quarter; reported value breaks ties). “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding.
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| BlackRock, Inc. added | 19,561,867 | $198M | 10.1% | 2026-Q2 |
| Alphabet Inc. | 16,206,643 | $164M | 8.4% | 2026-Q2 |
| VANGUARD PORTFOLIO MANAGEMENT LLC added | 15,910,270 | $161M | 8.2% | 2026-Q2 |
| AQR CAPITAL MANAGEMENT LLC added | 10,981,842 | $111M | 5.7% | 2026-Q2 |
| VANGUARD CAPITAL MANAGEMENT LLC added | 10,450,026 | $106M | 5.4% | 2026-Q2 |
| Haveli Investment Management LLC new | 8,204,092 | $83M | 4.2% | 2026-Q2 |
| WestBridge Capital Management, LLC trimmed | 7,856,660 | $80M | 4.1% | 2026-Q2 |
| CITADEL ADVISORS LLC added | 6,839,801 | $69M | 3.5% | 2026-Q2 |
| STATE STREET CORP added | 5,656,669 | $57M | 2.9% | 2026-Q2 |
| GEODE CAPITAL MANAGEMENT, LLC added | 5,639,206 | $57M | 2.9% | 2026-Q2 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP added | 5,154,349 | $52M | 2.7% | 2026-Q2 |
| MORGAN STANLEY added | 4,886,804 | $49M | 2.5% | 2026-Q2 |
| JUPITER ASSET MANAGEMENT LTD trimmed | 4,394,797 | $44M | 2.3% | 2026-Q2 |
| WELLINGTON MANAGEMENT GROUP LLP added | 4,000,543 | $40M | 2.1% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC trimmed | 3,656,418 | $37M | 1.9% | 2026-Q2 |
| RENAISSANCE TECHNOLOGIES LLC trimmed | 3,235,300 | $33M | 1.7% | 2026-Q2 |
| DIMENSIONAL FUND ADVISORS LP added | 3,187,127 | $32M | 1.6% | 2026-Q2 |
| Nuveen, LLC added | 2,866,739 | $29M | 1.5% | 2026-Q2 |
| JANE STREET GROUP, LLC added | 2,861,342 | $29M | 1.5% | 2026-Q2 |
| CYPRESS POINT INVESTMENT MANAGEMENT LP trimmed | 2,481,388 | $25M | 1.3% | 2026-Q2 |
| NORTHERN TRUST CORP added | 2,123,118 | $21M | 1.1% | 2026-Q2 |
| IEQ CAPITAL, LLC added | 2,090,111 | $21M | 1.1% | 2026-Q2 |
| MILLENNIUM MANAGEMENT LLC added | 1,869,952 | $19M | 1.0% | 2026-Q2 |
| Point72 Asset Management, L.P. trimmed | 1,868,877 | $19M | 1.0% | 2026-Q2 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC added | 1,799,101 | $18M | 0.9% | 2026-Q2 |
| GAGNON SECURITIES LLC trimmed | 1,563,866 | $16M | 0.8% | 2026-Q2 |
| BALYASNY ASSET MANAGEMENT L.P. trimmed | 1,538,035 | $16M | 0.8% | 2026-Q2 |
| ALGERT GLOBAL LLC added | 1,533,496 | $16M | 0.8% | 2026-Q2 |
| VANGUARD FIDUCIARY TRUST CO added | 1,465,989 | $15M | 0.8% | 2026-Q2 |
| FEDERATED HERMES, INC. added | 1,355,919 | $14M | 0.7% | 2026-Q2 |
| Bank of New York Mellon Corp added | 1,210,835 | $12M | 0.6% | 2026-Q2 |
| FMR LLC added | 1,138,933 | $12M | 0.6% | 2026-Q2 |
| MARSHALL WACE, LLP added | 1,137,794 | $12M | 0.6% | 2026-Q2 |
| Optimus Prime Fund Management Co., Ltd. | 1,120,000 | $11M | 0.6% | 2026-Q2 |
| Trexquant Investment LP trimmed | 1,012,922 | $10M | 0.5% | 2026-Q2 |
| Quantinno Capital Management LP added | 908,699 | $9M | 0.5% | 2026-Q2 |
| PRINCIPAL FINANCIAL GROUP INC added | 847,671 | $9M | 0.4% | 2026-Q2 |
| Voleon Capital Management LP added | 837,996 | $8M | 0.4% | 2026-Q2 |
| VICTORY CAPITAL MANAGEMENT INC added | 823,126 | $8M | 0.4% | 2026-Q2 |
| WESTERLY CAPITAL MANAGEMENT, LLC trimmed | 800,000 | $8M | 0.4% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ trimmed | 783,682 | $8M | 0.4% | 2026-Q2 |
| Gagnon Advisors, LLC | 776,212 | $8M | 0.4% | 2026-Q2 |
| UBS Group AG trimmed | 754,894 | $8M | 0.4% | 2026-Q2 |
| ALLIANCEBERNSTEIN L.P. added | 753,071 | $6M | 0.3% | 2026-Q2 |
| Edgestream Partners, L.P. added | 737,046 | $7M | 0.4% | 2026-Q2 |
| D. E. Shaw & Co., Inc. trimmed | 674,127 | $7M | 0.3% | 2026-Q2 |
| GENERATION INVESTMENT MANAGEMENT LLP trimmed | 631,598 | $6M | 0.3% | 2026-Q2 |
| PRUDENTIAL FINANCIAL INC added | 626,500 | $6M | 0.3% | 2026-Q2 |
| CAPITAL FUND MANAGEMENT S.A. added | 613,195 | $6M | 0.3% | 2026-Q2 |
| Creative Planning added | 594,732 | $6M | 0.3% | 2026-Q2 |
| Dorsey & Whitney Trust CO LLC trimmed | 589,577 | $6M | 0.3% | 2026-Q2 |
| Invesco Ltd. added | 573,354 | $6M | 0.3% | 2026-Q2 |
| Mariner, LLC added | 566,469 | $6M | 0.3% | 2026-Q2 |
| TWO SIGMA INVESTMENTS, LP trimmed | 548,059 | $6M | 0.3% | 2026-Q2 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. trimmed | 541,137 | $5M | 0.3% | 2026-Q2 |
| JPMORGAN CHASE & CO trimmed | 534,128 | $6M | 0.3% | 2026-Q2 |
| Brevan Howard Capital Management LP added | 525,583 | $5M | 0.3% | 2026-Q2 |
| Cerity Partners LLC added | 517,385 | $5M | 0.3% | 2026-Q2 |
| Corient Private Wealth LP added | 493,134 | $5M | 0.3% | 2026-Q2 |
| CIBC Bancorp USA Inc. trimmed | 439,632 | $4M | 0.2% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC added | 426,291 | $4M | 0.2% | 2026-Q2 |
| BW Gestao de Investimentos Ltda. added | 422,218 | $4M | 0.2% | 2026-Q2 |
| Cinctive Capital Management LP new | 409,155 | $4M | 0.2% | 2026-Q2 |
| Swiss National Bank trimmed | 379,300 | $4M | 0.2% | 2026-Q2 |
| NORDEA INVESTMENT MANAGEMENT AB added | 375,072 | $4M | 0.2% | 2026-Q2 |
| Allianz Asset Management GmbH | 374,588 | $3M | 0.2% | 2026-Q2 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added | 364,640 | $3M | 0.2% | 2026-Q2 |
| BNP PARIBAS FINANCIAL MARKETS added | 356,756 | $4M | 0.2% | 2026-Q2 |
| Holocene Advisors, LP added | 337,554 | $3M | 0.2% | 2026-Q2 |
| ZACKS INVESTMENT MANAGEMENT added | 336,381 | $3M | 0.2% | 2026-Q2 |
| Universal- Beteiligungs- und Servicegesellschaft mbH added | 324,873 | $3M | 0.2% | 2026-Q2 |
| CITIGROUP INC added | 303,453 | $3M | 0.2% | 2026-Q2 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC trimmed | 298,498 | $3M | 0.2% | 2026-Q2 |
| MERCER GLOBAL ADVISORS INC /ADV added | 296,595 | $3M | 0.2% | 2026-Q2 |
| PRICE T ROWE ASSOCIATES INC /MD/ added | 289,869 | $3M | 0.1% | 2026-Q2 |
| RHUMBLINE ADVISERS added | 277,072 | $3M | 0.1% | 2026-Q2 |
| CastleKnight Management LP added | 268,500 | $3M | 0.1% | 2026-Q2 |
| BARCLAYS PLC added | 262,054 | $3M | 0.1% | 2026-Q2 |
| Assenagon Asset Management S.A. new | 253,452 | $3M | 0.1% | 2026-Q2 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed | 248,609 | $3M | 0.1% | 2026-Q2 |
| DEUTSCHE BANK AG\ added | 243,120 | $2M | 0.1% | 2026-Q2 |
| Inlight Wealth Management, LLC added | 236,845 | $2M | 0.1% | 2026-Q2 |
| Empowered Funds, LLC trimmed | 221,795 | $2M | 0.1% | 2026-Q2 |
| Headlands Technologies LLC trimmed | 219,387 | $2M | 0.1% | 2026-Q2 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM trimmed | 217,245 | $2M | 0.1% | 2026-Q2 |
| Schonfeld Strategic Advisors LLC added | 209,404 | $2M | 0.1% | 2026-Q2 |
| SEI INVESTMENTS CO added | 208,308 | $2M | 0.1% | 2026-Q2 |
| Russell Investments Group, Ltd. added | 206,500 | $2M | 0.1% | 2026-Q2 |
| LAVELLE CAPITAL LP added | 204,175 | $2M | 0.1% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN added | 195,806 | $2M | 0.1% | 2026-Q2 |
| Legal & General Group Plc added | 190,260 | $2M | 0.1% | 2026-Q2 |
| HERALD INVESTMENT MANAGEMENT Ltd | 190,000 | $2M | 0.1% | 2026-Q2 |
| KENNEDY CAPITAL MANAGEMENT LLC trimmed | 186,171 | $2M | 0.1% | 2026-Q2 |
| FIRST TRUST ADVISORS LP trimmed | 182,105 | $2M | 0.1% | 2026-Q2 |
| Vanguard Global Advisers, LLC trimmed | 182,069 | $2M | 0.1% | 2026-Q2 |
| Arax Advisory Partners added | 177,343 | $2M | 0.1% | 2026-Q2 |
| VANGUARD ASSET MANAGEMENT, Ltd | 177,054 | $2M | 0.1% | 2026-Q2 |
| VARCOV Co. trimmed | 165,090 | $2M | 0.1% | 2026-Q2 |
| CAPTRUST FINANCIAL ADVISORS added | 155,345 | $2M | 0.1% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC added | 154,551 | $2M | 0.1% | 2026-Q2 |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.