Institutional Ownership Freshworks Inc. (FRSH)
This table provides information about the institutional ownership of Freshworks Inc. (FRSH). We have compiled data on the 346 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 $2.36 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Huntington National Bank
Columbus, OH |
Nov 12, 2025 Q3 2025 |
159
shares
|
$1,873
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Root Financial Partners, LLC
Solana Beach, CA |
Oct 29, 2025 Q3 2025 |
154
shares
|
$1,814
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
Oct 14, 2025 Q3 2025 |
151
shares
|
$1,778
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Parallel Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
134
shares
|
$1,578
0.0% of portfolio
|
Q2 2025
Reduced 55.92%
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Nov 14, 2025 Q3 2025 |
128
shares
|
$1,507
0.0% of portfolio
|
Q3 2024
Added 64.1%
|
|
|
Parkside Financial Bank & Trust
|
Oct 30, 2025 Q3 2025 |
125
shares
|
$1,472
0.0% of portfolio
|
Q3 2025
Reduced 21.88%
|
|
|
Marquette Asset Management, LLC
|
Oct 24, 2025 Q3 2025 |
118
shares
|
$1,390
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
True Wealth Design, LLC
Akron, OH |
Oct 21, 2025 Q3 2025 |
79
shares
|
$930
0.0% of portfolio
|
Q3 2025
Added 49.06%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
70
shares
|
$824
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
First Horizon Advisors, Inc.
|
Aug 05, 2025 Q2 2025 |
69
shares
|
$812
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Institutional & Family Asset Management, LLC
|
Jul 05, 2024 Q2 2024 |
56
shares
|
$659
0.0% of portfolio
|
Q1 2023
Added 12.0%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 14, 2025 Q3 2025 |
54
shares
|
$636
0.0% of portfolio
|
Q3 2025
Reduced 61.7%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Nov 10, 2025 Q3 2025 |
51
shares
|
$600
0.0% of portfolio
|
Q3 2025
Reduced 88.51%
|
|
|
Plato Investment Management LTD
Sydney, C3 |
Nov 05, 2025 Q3 2025 |
45
shares
|
$530
0.0% of portfolio
|
Q2 2025
Added 7.14%
|
|
|
Bare Financial Services, Inc
Gap, PA |
Nov 10, 2025 Q3 2025 |
40
shares
|
$471
0.0% of portfolio
|
Q3 2025
Added 14.29%
|
|
|
Jfs Wealth Advisors, LLC
|
Nov 10, 2025 Q3 2025 |
28
shares
|
$329
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Hemington Wealth Management
|
Oct 24, 2025 Q3 2025 |
27
shares
|
$318
0.0% of portfolio
|
Q3 2025
Added 22.73%
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Oct 17, 2025 Q3 2025 |
23
shares
|
$270
0.0% of portfolio
|
Q3 2025
Added 187.5%
|
|
|
Cloud Capital Management, LLC
Seattle, WA |
Nov 03, 2025 Q3 2025 |
21
shares
|
$247
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Mai Capital Management
|
Nov 10, 2025 Q3 2025 |
21
shares
|
$247
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Assetmark, Inc
|
Nov 06, 2025 Q3 2025 |
20
shares
|
$235
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
Nov 10, 2025 Q3 2025 |
15
shares
|
$176
0.0% of portfolio
|
Q3 2025
Reduced 78.57%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
15
shares
|
$176
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Rakuten Securities, Inc.
Tokyo, M0 |
Oct 28, 2025 Q3 2025 |
10
shares
|
$117
0.0% of portfolio
|
Q3 2025
Reduced 66.67%
|
|
|
Hantz Financial Services, Inc.
|
Nov 04, 2025 Q3 2025 |
9
shares
|
$106
0.0% of portfolio
|
Q1 2025
Reduced 70.0%
|
|