Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Freshworks Inc (FRSH)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +2
Streak
3Q ▲
Buyers last Q
56%

Smart Money Signals — FRSH

Based on 325 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 3 quarters in a row

last 6Q
For 3 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
325 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 — +8% more funds vs a year ago

fund count last 6Q
+23 new funds entered over the past year (+8% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 56% buying

209 buying164 selling
Last quarter: 209 funds bought or added vs 164 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
📈

More new buyers each quarter (+14 vs last Q)

new funds entering per quarter
Funds opening a new FRSH position: 43 → 52 → 64 → 78. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

43% of holders stayed for 2+ years

■ 43% conviction (2yr+) ■ 25% medium ■ 32% new
140 out of 325 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.
💎

Buying through price weakness — shares +0%, value -34%

Value
-34%
Shares
+0%
Last quarter: funds added +0% more shares while total portfolio value only changed -34%. Institutions were buying while the price was falling — a high-conviction accumulation signal. They're deliberately loading up on the dip.
📈

Growing discovery — still being found

70 → 43 → 52 → 64 → 78 new funds/Q
New funds entering each quarter: 43 → 52 → 64 → 78. A growing number of institutions are discovering FRSH each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Deep conviction — 51% of holders stayed 2+ years

■ 51% veterans ■ 15% 1-2yr ■ 34% new
Of 334 current holders: 169 (51%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.
✅

Strong quality — 28% AUM from major funds

28% from top-100 AUM funds
50 of 325 holders rank in the top 100 by AUM, accounting for 28% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
3.9
out of 10
Low Exit Risk
Exit risk score 3.9/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

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.

Institutional Sentiment Summary — FRSH

In 2026 Q1, 209 hedge funds were net buyers of FRSH (78 opened a new position, 131 added to an existing one), while 164 reduced or exited (88 trimmed, 76 sold completely) — a 56% buyer ratio, indicating a slight buying edge. This marks 3 consecutive quarters of net institutional buying — a persistent conviction signal. 28% of total institutional value in FRSH is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: +2 funds (more new holders than closures). Total institutional holders: 325.

Hedge Fund Ownership: FRSH

How many hedge funds hold FRSH — quarterly history vs. share price
Quarterly hedge fund ownership of FRSH vs. share price

Market Analysis: FRSH

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: FRSH

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Is It Too Late to Buy Freshworks Inc (FRSH) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much FRSH has moved relative to its sector benchmark (XLK) since the 2026 Q1 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End March 31, 2026 · 79d ago
FRSH
+8.3%
XLK
+43.6%

FRSH outperformed XLK by -35.3% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 34d ago
FRSH
-2.9%
XLK
+8.2%

Since the filing became public, FRSH outperformed XLK by -11.1% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

29 top-rated funds 5 high-conviction
Consensus
6.4
/ 10
breadth
×
Elite
5.0
/ 10
conviction
Hedge Fund Positioning: FRSH
322 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 322 323 -0.31%
13F Shares 208M 207M 0.4%
Total Value $1.70B $2.58B -34.2%
New Positions 75 64 +11
Increased Positions 127 124 +3
Closed Positions 76 49 +27
Reduced Positions 86 100 -14
Total Calls 6 7 -14.29%
Total Puts 4 3 33.33%
PUT/CALL Ratio 0.67 0.43 Bullish

Statistics: FRSH

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Valuation Measures Data as of: --

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PEG Ratio (5yr expected) --
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Price/Book (mrq) --
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Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

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Total Cash (mrq) --
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Institutional Holders (2026 Q1)

322 + 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:
Top 25 FRSH holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 WestBridge Capital Management, LLC 100.00% 13,379,260 $107.4M
2 Peak XV Partners Operations LLC 100.00% 8,182,822 $109.9M
3 Topline Capital Management, LLC 7.85% 5,917,586 $47.5M
4 Cypress Point Investment Management LP 4.78% 2,529,388 $20.3M
5 Gagnon Advisors, LLC 4.59% 776,212 $6.2M
6 Westerly Capital Management, LLC 4.15% 1,900,000 $15.3M
7 Alphabet Inc. 3.24% 16,206,643 $130.1M
8 Gagnon Securities LLC 3.21% 1,731,367 $13.9M
9 Ceera Investments, LLC 1.29% 367,198 $2.9M
10 Dalton Investments, Inc. 1.05% 134,519 $1.1M
11 VARCOV Co. 0.91% 303,287 $2.4M
12 Optimus Prime Fund Management Co., Ltd. 0.87% 1,120,000 $9.0M
13 Lavelle Capital LP 0.76% 151,550 $1.2M
14 Inlight Wealth Management, LLC 0.65% 220,172 $1.8M
15 Steinberg Asset Management LLC 0.60% 114,674 $921K
16 Potrero Capital Research LLC 0.32% 64,630 $519K
17 Dorsey & Whitney Trust CO LLC 0.26% 589,623 $4.7M
18 Jupiter Asset Management Ltd 0.21% 4,980,503 $40.0M
19 HERALD INVESTMENT MANAGEMENT Ltd 0.21% 190,000 $1.5M
20 Headlands Technologies LLC 0.21% 227,482 $1.8M
21 Kerrisdale Advisers, LLC 0.19% 62,225 $500K
22 EntryPoint Capital, LLC 0.18% 75,132 $603K
23 Scientech Research LLC 0.18% 26,137 $210K
24 Numerai GP LLC 0.17% 214,418 $1.7M
25 Edgestream Partners, L.P. 0.16% 620,537 $5.0M
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 — 3 quarters in a row: For 3 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?

Slight buying edge — 56% buying: Last quarter: 209 funds bought or added vs 164 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for FRSH holders?

Strong quality — 28% AUM from major funds: 50 of 325 holders rank in the top 100 by AUM, accounting for 28% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

How long have hedge funds held FRSH?

43% of holders stayed for 2+ years: 140 out of 325 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.

Is it too late to buy Freshworks Inc (FRSH) following the 2026 Q1 hedge fund 13F filings?

As of today, FRSH has moved -2.9% since the 2026 Q1 13F filing date (May 15, 2026), compared to +8.2% for the XLK sector ETF — an outperformance of -11.1%. Since the quarter end (March 31, 2026), FRSH has gained +8.3% vs +43.6% for XLK. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

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.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

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