Freshworks Inc. Class AFRSH

13F holders, Q2 2025 (June 30)
297holders −2
46new positions
50sold out
7famous investors
$15.05avg. 13F price*

At the end of Q2 2025, 297 institutions reported holding Freshworks Inc. Class A (FRSH) in their 13F filings, down 2 from Q1 2025. 46 opened new positions and 50 sold out. The largest holders were Vanguard Group Inc. ($395.6M), BlackRock, Inc. ($263.8M) and Alphabet Inc. ($241.6M). 7 famous investors held it, including Ray Dalio (0.1% of Bridgewater Associates's portfolio), Jim Simons / Peter Brown (0.1% of Renaissance Technologies's portfolio) and David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio).

Company
Freshworks Inc. Class A
CUSIP
358054104
Latest filing quarter
Q2 2026

History

Number of 13F holders

0100200300400 Q1 2024: 249Q1 2024Q2 2024: 235Q2 2024Q3 2024: 252Q3 2024Q4 2024: 279Q4 2024Q1 2025: 299Q1 2025Q2 2025: 297Q2 2025Q3 2025: 315Q3 2025Q4 2025: 330Q4 2025Q1 2026: 331Q1 2026Q2 2026: 343Q2 2026

Total Exit/New Position Q1 2025 → Q2 2025

InstitutionsTotal Value
New Positions46$59.8M
Exits50$122.8M

All 13F filers, Q1 2025 → Q2 2025: 18,886,121 shares bought and 16,792,233 shares sold, net +2,093,888 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 297 holders

Vanguard Group Inc. 0.01% Add +1.3% 26,534,824 $395.6M
BlackRock, Inc. 0.01% Reduce -0.3% 17,692,162 $263.8M
Alphabet Inc. 11.32% No change 16,206,643 $241.6M
Peak XV Partners Operations LLC 100.00% No change 11,704,553 $204.0M
WestBridge Capital Management, LLC 100.00% No change 13,379,260 $199.5M
Eminence Capital, LP 1.61% Add +39.4% 7,334,601 $109.4M
JPMorgan Chase & Co. 0.01% Add +0.1% 5,353,554 $79.8M
Geode Capital Management, LLC 0.01% Add +1.6% 4,856,163 $72.4M
State Street Corp. 0.00% Add +2.1% 4,850,487 $72.3M
Arrowstreet Capital, Limited Partnership 0.05% Reduce -16.4% 4,489,843 $66.9M
Wellington Management Group LLP 0.01% Add +29.5% 4,481,291 $66.8M
Fuller & Thaler Asset Management, Inc. 0.24% Add +9.5% 4,324,727 $64.5M
Renaissance Technologies 0.07% Add +17.3% 3,337,200 $49.8M
Dimensional Fund Advisors LP 0.01% Add +2.1% 3,056,842 $45.6M
SC US (ttgp), LTD. 0.34% No change 2,885,303 $43.0M
Millennium Management 0.04% Add +12.3% 2,818,594 $42.0M
D. E. Shaw & Co. 0.04% Add +52.5% 2,603,678 $38.8M
Morgan Stanley 0.00% Add +5.2% 2,566,547 $38.3M
Franklin Resources Inc. 0.01% Add +15.1% 2,540,275 $37.9M
Nuveen, LLC 0.01% Reduce -5.3% 2,357,656 $35.2M
Macquarie Group Ltd. 0.04% Reduce -6.7% 2,132,544 $31.8M
Oberweis Asset Management Inc./ 1.33% Add +18.6% 2,050,820 $30.6M
Topline Capital Management, LLC 4.94% Add +27.2% 1,933,213 $28.8M
Northern Trust Corp. 0.00% Reduce -4.1% 1,865,512 $27.8M
Squarepoint Ops LLC 0.06% Add +345.1% 1,835,798 $27.4M
Ieq Capital, LLC 0.16% Add +0.9% 1,701,742 $25.4M
Goldman Sachs Group Inc. 0.00% Reduce -23.6% 1,700,274 $25.4M
Charles Schwab Investment Management Inc. 0.00% Add +3.5% 1,699,275 $25.3M
Norges Bank 0.00% Reduce -33.0% 1,684,318 $25.1M
T. Rowe Price Associates Inc. 0.00% Add +173.7% 1,562,187 $23.3M
Raymond James Financial Inc. 0.01% Add +4.2% 1,315,015 $19.6M
Qube Research & Technologies Ltd 0.02% Add +19.6% 1,199,782 $17.9M
Bank of America Corp. 0.00% Add +41.3% 1,185,767 $17.7M
Bridgewater Associates 0.07% Add +24.1% 1,151,495 $17.2M
Optimus Prime Fund Management Co., Ltd. 1.67% No change 1,120,000 $16.7M
Point72 Asset Management 0.04% New 1,092,939 $16.3M
Panagora Asset Management Inc. 0.07% Add +1.9% 1,080,609 $16.1M
Victory Capital Management Inc. 0.01% Add +28.6% 1,033,599 $15.4M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% Add +181.6% 1,023,145 $15.3M
Two Sigma Investments, LP 0.03% Add +2.8% 1,014,333 $15.1M
Man Group plc 0.03% Add +9.5% 1,002,003 $14.9M
Bank of New York Mellon Corp 0.00% Reduce -2.6% 969,898 $14.5M
Connor, Clark & Lunn Investment Management Ltd. 0.05% Add +39.8% 926,204 $13.8M
Gagnon Securities LLC 2.80% Add +5.4% 924,590 $13.8M
WCM Investment Management, LLC 0.03% Reduce -2.8% 898,133 $13.3M
FMR LLC 0.00% Reduce -6.2% 833,083 $12.4M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.02% Add +11.0% 830,134 $12.4M
Citadel Advisors 0.01% Reduce -59.8% 814,444 $12.1M
Trexquant Investment LP 0.11% Reduce -53.5% 680,298 $10.1M
Ameriprise Financial Inc. 0.00% Reduce -55.1% 679,985 $10.1M
Cubist Systematic Strategies, LLC 0.10% New 636,415 $9.5M
Algert Global LLC 0.19% Add +14.9% 608,558 $9.1M
Dorsey & Whitney Trust CO LLC 0.47% No change 589,580 $8.8M
Ceera Investments, LLC 2.50% Add +20.1% 546,739 $8.2M
Principal Financial Group Inc. 0.00% Reduce -0.7% 509,482 $7.6M
Westerly Capital Management, LLC 3.19% Add +1.0% 505,000 $7.5M
Pier Capital, LLC 1.13% Reduce -6.8% 498,089 $7.4M
Stanley-Laman Group, Ltd. 1.10% Reduce -9.6% 496,264 $7.4M
Whetstone Capital Advisors, LLC 2.07% New 492,234 $7.3M
Gagnon Advisors, LLC 4.71% No change 470,434 $7.0M
Generation Investment Management LLP 0.04% Reduce -10.3% 468,477 $7.0M
AQR Capital Management 0.01% Add +12.2% 466,337 $7.0M
CIBC Private Wealth Group LLC 0.01% Reduce -4.5% 450,425 $6.7M
UBS Group AG 0.00% Add +33.1% 430,822 $6.4M
Jain Global LLC 0.10% New 430,638 $6.4M
Alliancebernstein L.P. 0.00% Reduce -10.5% 418,385 $6.2M
Renaissance Group LLC 0.24% Add +30.3% 417,303 $6.2M
Clark Capital Management Group, Inc. 0.04% Add +10.1% 409,533 $6.1M
Barclays PLC 0.00% Add +53.5% 404,762 $6.0M
Deutsche Bank AG 0.00% Reduce -21.2% 391,481 $5.8M
Allianz Asset Management GmbH 0.01% Add +54.6% 388,393 $5.8M
Pinebridge Investments, L.P. 0.05% Reduce -16.7% 387,638 $5.8M
Edgestream Partners, L.P. 0.15% Add +744.6% 367,873 $5.5M
Verition Fund Management LLC 0.03% Add +243.1% 367,828 $5.5M
Jane Street Group, LLC 0.01% Reduce -0.9% 367,237 $5.5M
Hillsdale Investment Management Inc. 0.20% Add +44.2% 365,470 $5.4M
Swiss National Bank 0.00% Reduce -1.6% 355,500 $5.3M
Capital Fund Management S.A. 0.05% Add +20.4% 317,620 $4.7M
Rhumbline Advisers 0.00% Reduce -6.4% 304,802 $4.5M
Two Sigma Advisers, LP 0.01% Reduce -38.9% 296,300 $4.4M
Canada Pension Plan Investment Board 0.00% Add +0.8% 267,900 $4.0M
Lazard Asset Management LLC 0.01% Add +3.6% 267,768 $4.0M
Susquehanna International Group, LLP 0.01% Add +4.5% 259,770 $3.9M
Kennedy Capital Management LLC 0.09% Add +1.7% 251,771 $3.8M
Invesco Ltd. 0.00% Add +47.8% 240,827 $3.6M
Acadian Asset Management LLC 0.01% Add +23.8% 240,074 $3.6M
Legal & General Group Plc 0.00% Add +8.4% 233,720 $3.5M
SP Asset Management LLC 0.27% Reduce -5.8% 218,000 $3.3M
Brevan Howard Capital Management LP 0.04% Add +10.7% 216,772 $3.2M
Oak Harvest Investment Services 0.38% Add +174.2% 205,630 $3.1M
Thrivent Financial for Lutherans 0.01% Add +5.0% 200,636 $3.0M
Wells Fargo & Company 0.00% Add +22.4% 199,523 $3.0M
Sei Investments Co. 0.00% Add +116.5% 190,525 $2.8M
AXA S.A. 0.01% New 188,021 $2.8M
Jump Financial, LLC 0.03% Add +201.7% 172,793 $2.6M
Balyasny Asset Management L.P. 0.01% Reduce -21.3% 170,901 $2.5M
California State Teachers Retirement System 0.00% Add +0.1% 166,349 $2.5M
Neo Ivy Capital Management 0.77% Add +67883.6% 161,801 $2.4M
Graham Capital Management, L.P. 0.07% Add +142.9% 157,763 $2.4M
Engineers Gate Manager LP 0.03% Add +59.4% 144,915 $2.2M
First Trust Advisors LP 0.00% Reduce -39.4% 143,996 $2.1M
Sapience Investments, LLC 1.42% Add +11.8% 142,640 $2.1M
XTX Topco Ltd 0.08% Reduce -0.3% 133,041 $2.0M
State of New Jersey Common Pension Fund D 0.01% Add +14.5% 128,738 $1.9M
MetLife Investment Management, LLC 0.01% Reduce -0.2% 123,789 $1.8M
Jupiter Asset Management Ltd. 0.02% New 122,566 $1.8M
Dalton Investments, Inc. 0.95% No change 120,292 $1.8M
Inlight Wealth Management, LLC 0.92% New 118,886 $1.8M
Intech Investment Management LLC 0.02% Reduce -24.7% 116,075 $1.7M
Manufacturers Life Insurance Company, The 0.00% Reduce -2.5% 115,169 $1.7M
Steinberg Asset Management LLC 1.26% Add +71.0% 113,038 $1.7M
Fieldview Capital Management, LLC 0.25% New 110,980 $1.7M
Envestnet Asset Management Inc. 0.00% Add +34.1% 110,654 $1.6M
Ensign Peak Advisors, Inc 0.00% No change 108,972 $1.6M
Mackenzie Financial Corp. 0.00% Add +109.2% 107,779 $1.6M
Headlands Technologies LLC 0.19% Add +37.4% 104,089 $1.6M
Gsa Capital Partners LLP 0.11% New 103,614 $1.5M
Dynamic Technology Lab Private Ltd 0.21% Add +135.4% 103,073 $1.5M
Los Angeles Capital Management LLC 0.01% Reduce -17.8% 101,671 $1.5M
Capstone Investment Advisors, LLC 0.02% New 99,414 $1.5M
Citigroup Inc. 0.00% Reduce -42.9% 97,092 $1.4M
Teacher Retirement System of Texas 0.01% Reduce -1.4% 96,209 $1.4M
Danske Bank A/S 0.00% Add +1047.9% 91,833 $1.4M
Osaic Holdings, Inc. 0.00% Add +367.8% 92,003 $1.4M
HERALD INVESTMENT MANAGEMENT Ltd 0.20% No change 90,000 $1.3M
Schonfeld Strategic Advisors LLC 0.01% New 87,637 $1.3M
Creative Planning 0.00% Add +7.5% 84,442 $1.3M
Martingale Asset Management L P 0.03% Add +212.0% 83,606 $1.2M
Quantbot Technologies LP 0.03% New 83,489 $1.2M
VIRGINIA RETIREMENT SYSTEMS ET Al 0.01% Add +22.2% 83,075 $1.2M
Pier 88 Investment Partners LLC 1.28% Add +68.6% 80,680 $1.2M
Janus Henderson Group PLC 0.00% No change 80,501 $1.2M
Dark Forest Capital Management LP 0.05% Add +27.0% 77,323 $1.2M
State of Wisconsin Investment Board 0.00% Add +1.5% 77,282 $1.2M
HRT Financial LP 0.01% Reduce -69.8% 76,932 $1.1M
Comerica Bank 0.00% Reduce -2.0% 75,282 $1.1M
Amundi 0.00% Reduce -5.7% 75,477 $1.1M
Thoroughbred Financial Services, LLC 0.08% New 72,470 $1.1M
LPL Financial LLC 0.00% Add +12.3% 71,216 $1.1M
SG Americas Securities, LLC 0.00% Add +24.8% 69,951 $1.0M
STRS Ohio 0.00% Add +18.0% 69,400 $1.0M
Y-Intercept (Hong Kong) Ltd 0.02% New 67,999 $1.0M
Pathstone Holdings, LLC 0.00% Reduce -10.3% 65,435 $976K
Centiva Capital, LP 0.06% Reduce -28.6% 61,561 $918K
New York State Common Retirement Fund 0.00% Reduce -87.4% 61,492 $917K
Cetera Investment Advisers 0.00% Add +50.8% 59,494 $887K
Federated Hermes, Inc. 0.00% Add +42.2% 58,377 $870K
Voya Investment Management LLC 0.00% Add +0.9% 56,223 $838K
Arizona State Retirement System 0.00% Add +1.6% 54,265 $809K
Russell Investments Group, Ltd. 0.00% Reduce -22.0% 53,121 $792K
BNP Paribas Financial Markets 0.00% Add +28.5% 52,725 $786K
Jasper Ridge Partners, L.P. 0.02% Reduce -0.5% 48,614 $725K
Police & Firemen's Retirement System of New Jersey 0.01% Add +5.9% 46,680 $696K
State Board of Administration of Florida Retirement System 0.00% No change 46,260 $690K
DRW Securities, LLC 0.05% New 45,311 $676K
Diversified Trust Co. 0.01% Add +1.1% 44,071 $657K
Handelsbanken Fonder AB 0.00% No change 43,400 $647K
Bayforest Capital Ltd 0.28% Add +6.9% 43,202 $644K
ProShare Advisors LLC 0.00% Reduce -6.5% 41,842 $624K
Nebula Research & Development LLC 0.05% Reduce -81.8% 41,723 $622K
Bank of Montreal 0.00% Add +79.9% 41,302 $616K
KLP Kapitalforvaltning As 0.00% Add +9.4% 39,500 $589K
Allspring Global Investments Holdings, LLC 0.00% Add +92.1% 37,578 $560K
Tower Research Capital LLC (TRC) 0.01% Add +292.1% 35,376 $527K
Versor Investments LP 0.09% Reduce -35.1% 34,175 $510K
Point72 (DIFC) Ltd 0.04% New 33,296 $496K
Zurcher Kantonalbank (Zurich Cantonalbank) 0.00% Reduce -41.7% 33,053 $493K
Perbak Capital Partners LLP 0.11% Add +211.2% 32,459 $484K
Mirae Asset Global Investments Co., Ltd. 0.00% Add +17.2% 32,443 $484K
Inceptionr LLC 0.11% New 32,409 $483K
Prudential Financial Inc. 0.00% Add +106.3% 32,355 $482K
Prelude Capital Management, LLC 0.05% Reduce -38.2% 32,179 $480K
Petrus Trust Company, LTA 0.05% Add +22.0% 30,448 $454K
Royal Bank of Canada 0.00% Add +35.3% 28,928 $431K
Fox Run Management, L.L.C. 0.07% Reduce -40.6% 27,950 $417K
Keebeck Wealth Management 0.05% Add +101.3% 26,400 $394K
ExodusPoint Capital Management, LP 0.00% New 26,054 $388K
Wealth Enhancement Advisory Services, LLC 0.00% Reduce -6.0% 25,255 $384K
Sapient Capital LLC 0.01% No change 25,195 $376K
Cibc World Markets Corp. 0.00% Reduce -45.2% 25,141 $375K
Jackson Creek Investment Advisors LLC 0.10% New 24,892 $371K
Pictet Asset Management Holding SA 0.00% Reduce -3.4% 24,865 $371K
Caption Management, LLC 0.03% New 24,812 $370K
State of Wyoming 0.04% New 23,737 $354K
Universal- Beteiligungs- und Servicegesellschaft mbH 0.00% Reduce -92.7% 23,198 $346K
Scientech Research LLC 0.08% Reduce -26.6% 23,046 $344K
Bayesian Capital Management, LP 0.05% Add +59.1% 22,607 $337K
Smith Group Asset Management, LLC 0.02% Reduce -38.3% 22,592 $337K
Quadrature Capital Ltd 0.01% New 21,591 $322K
Public Employees Retirement Association of Colorado 0.00% No change 21,471 $320K
Twin Tree Management, LP 0.01% Reduce -20.3% 21,378 $319K
Ameritas Investment Partners, Inc. 0.01% No change 20,947 $312K
State of Tennessee, Department of Treasury 0.00% No change 20,829 $311K
Quantinno Capital Management LP 0.00% Add +62.2% 19,972 $298K
Truvestments Capital LLC 0.06% Add +15.1% 19,919 $297K
HSBC Holdings PLC 0.00% Reduce -17.3% 19,847 $295K
Cwm, LLC 0.00% Reduce -5.8% 19,637 $293K
PNC Financial Services Group, Inc. 0.00% Add +24.7% 19,010 $283K
Marshall Wace, LLP 0.00% Reduce -90.8% 19,000 $283K
EP Wealth Advisors, LLC 0.00% Reduce -0.4% 18,914 $282K
Mariner, LLC 0.00% Reduce -27.8% 18,775 $280K
Dakota Wealth Management 0.01% Reduce -6.1% 17,787 $265K
Catalyst Private Wealth, LLC 0.12% Reduce -8.1% 17,746 $265K
Elo Mutual Pension Insurance Co 0.01% Reduce -52.3% 17,236 $257K
Virtu Financial LLC 0.01% Reduce -29.0% 17,069 $254K
AlphaQuest LLC 0.02% Add +78.4% 16,810 $251K
Lombard Odier Asset Management (USA) Corp 0.08% New 16,520 $246K
Glenmede Investment Management, LP 0.00% — 16,468 $246K
Frank, Rimerman Advisors LLC 0.02% Reduce -0.2% 16,067 $240K
Xponance LLC 0.00% Add +1.9% 15,898 $237K
Verdence Capital Advisors LLC 0.02% Add +7.4% 15,547 $232K
Clarius Group, LLC 0.01% Reduce -0.3% 15,186 $226K
Picton Mahoney Asset Management 0.00% Add +13.6% 14,077 $210K
PharVision Advisers, LLC 0.30% Add +17.3% 13,882 $207K
Wolverine Trading, LLC 0.01% New 13,827 $205K
Corton Capital Inc. 0.23% New 13,088 $195K
Cary Street Partners Financial LLC 0.01% Reduce -13.9% 12,425 $185K
Oppenheimer & Co. Inc. 0.00% No change 11,900 $177K
Vanguard Personalized Indexing Management, LLC 0.00% Add +11.0% 11,694 $174K
JT Stratford LLC 0.03% Reduce -21.1% 11,688 $174K
Cornerstone Investment Partners, LLC 0.01% Add +0.0% 11,244 $168K
Parsons Capital Management Inc. 0.01% No change 11,058 $165K
Cerity Partners LLC 0.00% Reduce -43.7% 10,783 $161K
Vident Advisory, LLC 0.00% Reduce -71.9% 10,673 $159K
Lido Advisors, LLC 0.00% New 10,503 $157K
Walleye Trading LLC 0.00% New 10,419 $155K
Vise Technologies, Inc. 0.01% — 10,214 $152K
Amalgamated Bank 0.00% No change 7,078 $106K
Simplex Trading, LLC 0.00% Reduce -69.5% 6,569 $97K
Nisa Investment Advisors, LLC 0.00% Add +55.1% 6,064 $90K
Covestor Ltd 0.05% Add +118.2% 5,914 $89K
Delta Asset Management LLC 0.01% No change 5,085 $76K
KBC Group NV 0.00% Reduce -35.8% 4,944 $74K
Quarry LP 0.02% Add +21.7% 4,584 $68K
EverSource Wealth Advisors, LLC 0.00% Add +427.6% 4,479 $67K
DekaBank Deutsche Girozentrale 0.00% Reduce -47.7% 3,085 $45K
Versant Capital Management, Inc 0.01% Add +1078.6% 2,864 $43K
Principal Securities, Inc. 0.00% New 2,174 $32K
Allworth Financial LP 0.00% Reduce -1.4% 1,819 $27K
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.00% New 1,655 $25K
US Bancorp \de 0.00% Reduce -81.7% 1,523 $23K
Global Retirement Partners, LLC 0.00% — 1,461 $22K
Optiver Holding B.V. 0.00% Add +11.7% 1,322 $20K
Whittier Trust Co. of Nevada Inc. 0.00% No change 1,254 $19K
SBI Securities Co., Ltd. 0.00% Add +2.0% 1,162 $17K
Essential Partners LLC 0.01% — 1,142 $17K
Harbor Investment Advisory, LLC 0.00% No change 1,076 $16K
Leonteq Securities AG 0.00% New 783 $12K
Advisors Asset Management, Inc. 0.00% Reduce -59.8% 694 $10K
Jones Financial Companies LLLP 0.00% Reduce -22.7% 680 $10K
Washington Trust Advisors, Inc. 0.00% Add +29.1% 607 $9K
S.A. Mason LLC 0.00% No change 600 $9K
Ameritas Advisory Services, LLC 0.00% New 600 $9K
Richardson Financial Services Inc. 0.01% No change 526 $8K
Accent Capital Management, LLC 0.00% New 526 $8K
Rise Advisors, LLC 0.00% No change 505 $8K
Sterling Capital Management LLC 0.00% Add +126.7% 492 $7K
GAMMA Investing LLC 0.00% Reduce -31.6% 454 $7K
Clearstead Advisors, LLC 0.00% Add +2.5% 444 $7K
Proffitt & Goodson Inc. 0.00% No change 400 $6K
Rothschild Investment LLC 0.00% No change 345 $5K
Brooklyn Investment Group 0.00% New 340 $5K
Signaturefd, LLC 0.00% Reduce -20.3% 329 $5K
Private Wealth Management Group, LLC 0.00% No change 278 $4K
Arax Advisory Partners 0.00% Add +29.3% 53 $4K
Smartleaf Asset Management LLC 0.00% Add +90.8% 250 $4K
Bellevue Asset Management, LLC 0.00% Add +29.2% 230 $3K
MassMutual Private Wealth & Trust, FSB 0.00% Reduce -24.7% 220 $3K
IFP Advisors, Inc 0.00% Add +0.0% 165 $2K
Parkside Financial Bank & Trust 0.00% Add +128.6% 160 $2K
Huntington National Bank 0.00% New 159 $2K
Highline Wealth Partners LLC 0.00% No change 151 $2K
Farther Finance Advisors, LLC 0.00% Add +464.0% 141 $2K
Parallel Advisors, LLC 0.00% Reduce -55.9% 134 $2K
Wolff Wiese Magana LLC 0.00% No change 129 $2K
Federation des caisses Desjardins du Quebec 0.00% No change 128 $2K
Mark Sheptoff Financial Planning, LLC 0.00% New 113 $2K
Aspect Partners, LLC 0.00% Add +150.0% 75 $1K
Cary Street Partners Investment Advisory LLC 0.00% Reduce -41.7% 70 $1K
First Horizon Advisors, Inc. 0.00% New 69 $1K
True Wealth Design, LLC 0.00% Reduce -91.9% 53 $791
Plato Investment Management Ltd 0.00% Add +7.1% 45 $668
Bare Financial Services, Inc 0.00% New 35 $522
WealthTrak Capital Management LLC 0.00% Add +100.0% 30 $448
Rakuten Securities, Inc. 0.00% Reduce -40.0% 30 $447
JFS Wealth Advisors, LLC 0.00% New 28 $418
MAI Capital Management 0.00% New 21 $314
Assetmark, Inc. 0.00% New 20 $298
CoreCap Advisors, LLC 0.00% No change 10 $149
SJS Investment Consulting Inc. 0.00% New 9 $135
Caitong International Asset Management Co., Ltd 0.00% Reduce -99.9% 8 $119
Fortitude Family Office, LLC 0.00% New 8 $119
HFM Investment Advisors, LLC 0.00% New 2 $30
Rialto Wealth Management, LLC 0.00% New 1 $15
Hantz Financial Services, Inc. 0.00% No change 9 $0
Migdal Insurance & Financial Holdings Ltd. 0.00% New 5 $0
Hemington Wealth Management 0.00% New 22 $0

"% of holder's portfolio" is FRSH's weight in each manager's 13F, not the share of Freshworks Inc. Class A the manager owns.