FRSH β€” FRESHWORKS INC

Ownership history in WestBridge Capital Management, LLC  Β·  15 quarters on record

This page tracks every 13F SEC filing in which WestBridge Capital Management, LLC reported a position in FRESHWORKS INC (FRSH). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β€” sourced directly from SEC EDGAR 13F filings.

πŸ” Peak position
100.0% (2024 Q2)
πŸ“Š Avg. % of fund
67.09%
πŸ“… First filed
2022 Q2
πŸ“… Last filed
2025 Q4
⏱ Quarters held
15

Position Intelligence

WestBridge Capital Management, LLC Γ— FRSH AI Analytics

πŸ“‰ WestBridge Capital Management, LLC underperformed the S&P 500 by –20.8% annually on this FRSH position. Timing score: 71% (5/7 decisions correct). Average cost basis: $13.68. Maximum drawdown during holding period: –51.1%.

πŸ“ˆ Position Alpha vs SPY
-20.8%
annualised excess return

❌ Significantly underperformed the S&P 500 by 20.8% ann.
11 quarters analyzed

⏱️ Timing Score
71%

🎯 Smart timing β€” consistently buying dips and trimming near peaks.
5 of 7 add/trim decisions correct

πŸ’° Entry Quality
$13.68
-10.5% vs current ($12.25)

Best entry: $12.97 (2022 Q3)  Β·  Worst: $15.36 (2023 Q1)

πŸ›‘οΈ Drawdown Resilience
–51.1%
max drawdown while held

πŸ’ͺ Held through 1 major drawdown (>20%). Strong conviction under pressure.

πŸ’ͺ Fund Conviction
57%
buy-side decisions

4 adds Β· 3 trims. Bought during 1 of 6 down-price quarters. πŸ“ˆ More buys than sells across the holding period.

πŸ“‘ Position Trajectory
β†’ Stable
last 4–5 quarters trend

βš–οΈ Portfolio weight has remained relatively stable β€” conviction maintained.
Currently 100.0% of portfolio

⚠ Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ— 4 (annualised). Not investment advice.

% of Fund (quarterly)    FRSH price (monthly, adj. close)
πŸ“‹ Quarterly Holdings History 10 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 UNCHANGED 13,379,260 β€” 0% 100.00% $163.9M $12.25
2025 Q3 UNCHANGED 13,379,260 β€” 0% 100.00% $157.5M $11.77
2025 Q2 UNCHANGED 13,379,260 β€” 0% 100.00% $199.5M $14.91
2025 Q1 UNCHANGED 13,379,260 β€” 0% 100.00% $182.3M $14.11
2024 Q4 UNCHANGED 13,379,260 β€” 0% 100.00% $216.3M $16.17
2024 Q3 REDUCED 13,379,260 -275,000 -2.0% 100.00% $153.6M $11.48
2024 Q2 REDUCED 13,654,260 -1,300,071 -8.7% 100.00% $173.3M $12.69
2024 Q1 REDUCED 14,954,331 -1,557,879 -9.4% 40.58% $272.3M $18.21
2023 Q4 UNCHANGED 16,512,210 β€” 0% 38.58% $387.9M $23.49
2023 Q3 UNCHANGED 16,512,210 β€” 0% 40.63% $328.9M $19.92
5 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history
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