Institutional Ownership Freshworks Inc. (FRSH)
This table provides information about the institutional ownership of Freshworks Inc. (FRSH). We have compiled data on the 304 institutions that hold shares in the stock, with a total of 200 Million shares, which have been reported (via 13F filing form) to have a value of $3.1 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Harbor Investment Advisory, LLC
|
Jan 16, 2025 Q4 2024 |
873
shares
|
$13,505
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Jan 30, 2025 Q4 2024 |
609
shares
|
$9,421
0.0% of portfolio
|
Q4 2024
Reduced 84.46%
|
|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
Feb 05, 2025 Q4 2024 |
575
shares
|
$8,895
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Ever Source Wealth Advisors, LLC
|
Feb 07, 2025 Q4 2024 |
555
shares
|
$8,585
0.0% of portfolio
|
Q4 2024
Added 91.38%
|
|
|
Lindbrook Capital, LLC
|
Feb 06, 2025 Q4 2024 |
508
shares
|
$7,858
0.0% of portfolio
|
Q4 2024
Added 236.42%
|
|
|
Washington Trust Advisors, Inc.
|
Feb 06, 2025 Q4 2024 |
470
shares
|
$7,270
0.0% of portfolio
|
Q2 2024
Reduced 23.95%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Feb 10, 2025 Q4 2024 |
433
shares
|
$6,698
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Gamma Investing LLC
Foster City, CA |
Jan 02, 2025 Q4 2024 |
342
shares
|
$5,290
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Emfo, LLC
|
Jul 26, 2024 Q2 2024 |
307
shares
|
$4,749
0.0% of portfolio
|
Q3 2022
Added 62.43%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Feb 10, 2025 Q4 2024 |
287
shares
|
$4,439
0.0% of portfolio
|
Q4 2024
Reduced 4.01%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Feb 13, 2025 Q4 2024 |
279
shares
|
$4,316
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
Jan 27, 2025 Q4 2024 |
278
shares
|
$4,300
0.0% of portfolio
|
Q4 2024
Added 198.92%
|
|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
238
shares
|
$3,681
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Versant Capital Management, Inc
|
Jan 02, 2025 Q4 2024 |
222
shares
|
$3,434
0.0% of portfolio
|
Q4 2024
Reduced 13.28%
|
|
|
Sterling Capital Management LLC
Charlotte, NC |
Feb 13, 2025 Q4 2024 |
209
shares
|
$3,233
0.0% of portfolio
|
Q4 2024
Added 0.97%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Jan 17, 2025 Q4 2024 |
187
shares
|
$2,892
0.0% of portfolio
|
Q4 2024
Reduced 19.74%
|
|
|
Bellevue Asset Management, LLC
Bellevue, WA |
Feb 06, 2025 Q4 2024 |
178
shares
|
$2,753
0.0% of portfolio
|
Q2 2024
Added 20.27%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Feb 04, 2025 Q4 2024 |
165
shares
|
$2,552
0.0% of portfolio
|
Q4 2024
Reduced 28.26%
|
|
|
Parallel Advisors, LLC
|
Feb 10, 2025 Q4 2024 |
152
shares
|
$2,351
0.0% of portfolio
|
Q4 2024
Added 347.06%
|
|
|
Wolff Wiese Magana LLC
|
Jan 14, 2025 Q4 2024 |
129
shares
|
$1,995
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Feb 13, 2025 Q4 2024 |
128
shares
|
$1,980
0.0% of portfolio
|
Q3 2024
Added 64.1%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Feb 05, 2025 Q4 2024 |
93
shares
|
$1,438
0.0% of portfolio
|
Q4 2024
Added 25.68%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
90
shares
|
$1,392
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
70
shares
|
$1,082
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Feb 07, 2025 Q4 2024 |
69
shares
|
$1,067
0.0% of portfolio
|
Q4 2024
New holding
|