Freshworks Inc (FRSH) Hedge Fund Ownership (Q2 2026)

Freshworks Inc (FRSH)

333 + Investors. Track Smart Money conviction in FRSH. See who's accumulating, reducing, or initiating positions.

Smart Money Signals — FRSH

Based on 338 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 4 quarters in a row

last 6Q

For 4 consecutive quarters, more hedge funds added FRSH than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

🏔️

At the ownership peak (100% of max)

100% of all-time peak

338 hedge funds hold FRSH right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.

📶

Steady growth — +15% more funds vs a year ago

fund count last 6Q

+45 new funds entered over the past year (+15% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.

🟢

More buyers than sellers — 62% buying

223 buying139 selling

Last quarter: 223 funds were net buyers (74 opened a brand new position + 149 added to an existing one). Only 139 were sellers (76 trimmed + 63 sold completely). A clear majority buying is a strong confirmation signal.

➡️

Steady new buyers — ~74 new funds per quarter

new funds entering per quarter

Funds opening this position for the first time: 52 → 64 → 78 → 74. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.

🔒

43% of holders stayed for 2+ years

■ 43% conviction (2yr+) ■ 24% medium ■ 34% new

144 out of 338 hedge funds have held FRSH for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

💰

Value +33% but shares only +1% — price-driven

Value

+32%

+1%

Last quarter: the total dollar value of institutional holdings rose +33%, but actual share count only changed +1%. The gap is explained by the stock's price rising — not new buying. Strong value growth with weak share growth means the rally is price momentum, not fresh institutional demand.

📈

Growing discovery — still being found

45 → 52 → 64 → 78 → 74 new funds/Q

New funds entering each quarter: 52 → 64 → 78 → 74. A growing number of institutions are discovering FRSH each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.

🏛️

Veteran-anchored — 47% veterans vs 38% newcomers

■ 47% veterans ■ 15% 1-2yr ■ 38% new

Entry-cohort mix of 348 holders: 165 (47%) are 2+ year veterans, 52 entered 1–2 years ago, and 131 (38%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.

🏆

Elite ownership — 49% AUM from top-100 funds

49% from top-100 AUM funds

53 of 336 holders are among the 100 largest funds by AUM, controlling 49% of total institutional value in FRSH. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

4.0

out of 10

Moderate Exit Risk

Exit risk score 4.0/10 — some crowding factors present, but no critical concentration. Watch ownership trend over the next 1–2 quarters for direction.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Metric	All 13F Filers (2026 Q2)	Prior (2026 Q1)	Change
Funds Holding	333	327	1.83%
13F Shares	211M	211M	0.27%
Total Value	$2.08B	$1.74B	20.12%
New Positions	73	78	-5
Increased Positions	147	128	+19
Closed Positions	65	75	-10
Reduced Positions	71	87	-16
Total Calls	8	6	33.33%
Total Puts	4	4	-
PUT/CALL Ratio	0.5	0.67	Bullish

Metric

All 13F Filers (2026 Q2)

Prior (2026 Q1)

Change

Funds Holding

333

327

1.83%

13F Shares

211M

0.27%

Total Value

$2.08B

$1.74B

20.12%

New Positions

-5

Increased Positions

147

128

+19

Closed Positions

-10

Reduced Positions

-16

Total Calls

33.33%

Total Puts

PUT/CALL Ratio

0.5

0.67

Bullish

Institutional Holders (2026 Q2)

333 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in FRSH. Verified SEC 13F-HR filings.

QUARTER:

FILTER:All New Added To Reduced No Change | Overweight >5%

Top 25 FRSH holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	WestBridge Capital Management, LLC	100.00%	7,856,660	$79.5M
2	Haveli Investment Management LLC	46.16%	8,204,092	$83.0M
3	Gagnon Advisors, LLC	5.00%	776,212	$7.9M
4	Cypress Point Investment Management LP	4.55%	2,481,388	$25.1M
5	Gagnon Securities LLC	3.05%	1,563,866	$15.8M
6	Westerly Capital Management, LLC	1.49%	800,000	$8.1M
7	Dalton Investments, Inc.	1.23%	134,519	$1.4M
8	Lavelle Capital LP	0.89%	204,175	$2.1M
9	Optimus Prime Fund Management Co., Ltd.	0.84%	1,120,000	$11.3M
10	Inlight Wealth Management, LLC	0.76%	236,845	$2.4M
11	Steinberg Asset Management LLC	0.70%	111,543	$1.1M
12	VARCOV Co.	0.63%	165,090	$1.7M
13	Potrero Capital Research LLC	0.36%	64,630	$654K
14	Palogic Value Management, L.P.	0.30%	90,099	$912K
15	Dorsey & Whitney Trust CO LLC	0.29%	589,577	$6.0M
16	HERALD INVESTMENT MANAGEMENT Ltd	0.26%	190,000	$1.9M
17	Headlands Technologies LLC	0.24%	219,387	$2.2M
18	Edgestream Partners, L.P.	0.22%	737,046	$7.5M
19	Jupiter Asset Management Ltd	0.22%	4,394,797	$44.5M
20	Algert Global LLC	0.18%	1,533,496	$15.5M
21	Alphabet Inc.	0.17%	16,206,643	$164.0M
22	Kerrisdale Advisers, LLC	0.16%	62,225	$630K
23	Voleon Capital Management LP	0.15%	837,996	$8.5M
24	Cinctive Capital Management LP	0.15%	409,155	$4.1M
25	Caerus Investment Advisors, LLC	0.12%	34,202	$346K

Investor	Ownership History	% of Portfolio	Prev %	Rank	Conviction	Avg Buy Price	13F Score™ 3Y / 7Y	Sell Timing	Shares	Mkt Value	Change	Change %	Source	Quarter	Filed

Frequently Asked Questions — Freshworks Inc (FRSH)

What does the Smart Money Trend signal show for FRSH?

Buying streak — 4 quarters in a row: For 4 consecutive quarters, more hedge funds added FRSH than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for FRSH?

More buyers than sellers — 62% buying: Last quarter: 223 funds were net buyers (74 opened a brand new position + 149 added to an existing one). Only 139 were sellers (76 trimmed + 63 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for FRSH holders?

Elite ownership — 49% AUM from top-100 funds: 53 of 336 holders are among the 100 largest funds by AUM, controlling 49% of total institutional value in FRSH. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held FRSH?

43% of holders stayed for 2+ years: 144 out of 338 hedge funds have held FRSH for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

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Freshworks Inc (FRSH)

Smart Money Signals — FRSH

Buying streak — 4 quarters in a row

At the ownership peak (100% of max)

Steady growth — +15% more funds vs a year ago

More buyers than sellers — 62% buying

Steady new buyers — ~74 new funds per quarter

43% of holders stayed for 2+ years

Value +33% but shares only +1% — price-driven

Growing discovery — still being found

Veteran-anchored — 47% veterans vs 38% newcomers

Elite ownership — 49% AUM from top-100 funds

Institutional Sentiment Summary — FRSH

Hedge Fund Ownership: FRSH

Market Analysis: FRSH

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: FRSH

Hedge Fund Positioning: FRSH

Statistics: FRSH

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q2)

Frequently Asked Questions — Freshworks Inc (FRSH)

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