Freshworks Inc. Class AFRSH

13F holders, Q3 2025 (September 30)
315holders +18
51new positions
31sold out
7famous investors
$11.94avg. 13F price*

At the end of Q3 2025, 315 institutions reported holding Freshworks Inc. Class A (FRSH) in their 13F filings, up 18 from Q2 2025. 51 opened new positions and 31 sold out. The largest holders were Vanguard Group Inc. ($309.8M), BlackRock, Inc. ($205.2M) and Alphabet Inc. ($190.8M). 7 famous investors held it, including David E. Shaw (0.1% of D. E. Shaw & Co.'s portfolio), Ray Dalio (0.1% of Bridgewater Associates's portfolio) and Jim Simons / Peter Brown (0.0% of Renaissance Technologies'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 Q2 2025 → Q3 2025

InstitutionsTotal Value
New Positions51$56.5M
Exits31$249.1M

All 13F filers, Q2 2025 → Q3 2025: 27,529,936 shares bought and 29,511,949 shares sold, net −1,982,013 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 315 holders

Vanguard Group Inc. 0.00% Reduce -0.8% 26,317,920 $309.8M
BlackRock, Inc. 0.00% Reduce -1.4% 17,438,021 $205.2M
Alphabet Inc. 7.92% No change 16,206,643 $190.8M
Peak XV Partners Operations LLC 100.00% Reduce -7.5% 10,832,963 $161.0M
WestBridge Capital Management, LLC 100.00% No change 13,379,260 $157.5M
D. E. Shaw & Co. 0.06% Add +113.2% 5,551,677 $65.3M
JPMorgan Chase & Co. 0.00% Reduce -2.2% 5,233,435 $61.6M
Geode Capital Management, LLC 0.00% Add +3.6% 5,030,392 $59.2M
Wellington Management Group LLP 0.01% Add +9.5% 4,906,157 $57.7M
State Street Corp. 0.00% Reduce -0.1% 4,847,749 $57.1M
Fuller & Thaler Asset Management, Inc. 0.17% Reduce -1.3% 4,270,512 $50.3M
Dimensional Fund Advisors LP 0.01% Add +8.5% 3,316,920 $39.1M
Goldman Sachs Group Inc. 0.01% Add +86.8% 3,175,483 $37.4M
Millennium Management 0.03% Add +10.8% 3,122,039 $36.7M
Renaissance Technologies 0.05% Reduce -8.3% 3,059,700 $36.0M
Qube Research & Technologies Ltd 0.05% Add +132.6% 2,790,166 $32.8M
Topline Capital Management, LLC 5.60% Add +43.0% 2,765,000 $32.5M
Franklin Resources Inc. 0.01% Add +2.3% 2,599,512 $30.6M
Citadel Advisors 0.02% Add +195.6% 2,407,643 $28.3M
Arrowstreet Capital, Limited Partnership 0.02% Reduce -47.0% 2,379,029 $28.0M
Nuveen, LLC 0.01% Reduce -0.2% 2,352,896 $27.7M
T. Rowe Price Associates Inc. 0.00% Add +34.5% 2,101,980 $24.7M
Oberweis Asset Management Inc./ 0.93% Add +0.4% 2,059,470 $24.2M
Gagnon Securities LLC 4.41% Add +101.8% 1,865,818 $22.0M
Northern Trust Corp. 0.00% Reduce -3.2% 1,806,011 $21.3M
Charles Schwab Investment Management Inc. 0.00% Add +1.9% 1,731,032 $20.4M
Ieq Capital, LLC 0.06% Add +1.0% 1,718,074 $20.2M
Morgan Stanley 0.00% Reduce -47.4% 1,349,541 $15.9M
Man Group plc 0.03% Add +34.5% 1,347,221 $15.9M
Voloridge Investment Management, LLC 0.05% New 1,330,142 $15.7M
Bank of America Corp. 0.00% Add +6.5% 1,262,912 $14.9M
Trexquant Investment LP 0.15% Add +77.0% 1,204,356 $14.2M
Cubist Systematic Strategies, LLC 0.20% Add +86.0% 1,183,763 $13.9M
Bridgewater Associates 0.05% Add +1.6% 1,169,745 $13.8M
HRT Financial LP 0.05% Add +1383.6% 1,141,381 $13.4M
Gagnon Advisors, LLC 8.21% Add +140.2% 1,129,758 $13.3M
Optimus Prime Fund Management Co., Ltd. 1.17% No change 1,120,000 $13.2M
Marshall Wace, LLP 0.01% Add +5760.5% 1,113,493 $13.1M
Panagora Asset Management Inc. 0.05% Add +0.4% 1,084,692 $12.8M
Jane Street Group, LLC 0.01% Add +183.3% 1,040,483 $12.2M
Westerly Capital Management, LLC 3.62% Add +92.1% 970,000 $11.4M
Bank of New York Mellon Corp 0.00% Reduce -1.3% 957,367 $11.3M
Two Sigma Investments, LP 0.02% Reduce -9.2% 921,393 $10.8M
Victory Capital Management Inc. 0.01% Reduce -15.3% 875,758 $10.3M
Generation Investment Management LLP 0.06% Add +70.5% 798,709 $9.4M
Clark Capital Management Group, Inc. 0.06% Add +82.3% 746,671 $8.8M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.01% Reduce -10.3% 744,603 $8.8M
Jump Financial, LLC 0.11% Add +312.4% 712,526 $8.4M
AQR Capital Management 0.00% Add +29.5% 604,075 $7.1M
Algert Global LLC 0.12% Reduce -1.8% 597,526 $7.0M
Verition Fund Management LLC 0.04% Add +61.8% 595,096 $7.0M
Dorsey & Whitney Trust CO LLC 0.37% No change 589,580 $6.9M
UBS Group AG 0.00% Add +30.4% 561,873 $6.6M
Ceera Investments, LLC 1.98% Reduce -1.4% 539,094 $6.3M
Ameriprise Financial Inc. 0.00% Reduce -23.2% 521,997 $6.1M
Connor, Clark & Lunn Investment Management Ltd. 0.02% Reduce -44.3% 515,728 $6.1M
Federated Hermes, Inc. 0.01% Add +777.4% 512,204 $6.0M
Canada Pension Plan Investment Board 0.00% Add +87.3% 501,900 $5.9M
Capital Fund Management S.A. 0.06% Add +57.7% 500,959 $5.9M
Hillsdale Investment Management Inc. 0.17% Add +33.3% 487,170 $5.7M
Engineers Gate Manager LP 0.06% Add +230.5% 478,900 $5.6M
Pier Capital, LLC 0.85% Reduce -7.1% 462,702 $5.4M
Newlands Management Operations LLC 0.03% New 459,619 $5.4M
Squarepoint Ops LLC 0.01% Reduce -75.0% 459,267 $5.4M
Renaissance Group LLC 0.20% Add +8.5% 452,687 $5.3M
CIBC Private Wealth Group LLC 0.01% Reduce -2.6% 438,691 $5.2M
Nordea Investment Management AB 0.00% New 426,395 $5.1M
Allianz Asset Management GmbH 0.01% Add +8.0% 419,397 $4.9M
Alliancebernstein L.P. 0.00% Reduce -3.9% 402,058 $4.7M
Potrero Capital Research LLC 1.41% New 393,412 $4.6M
Swiss National Bank 0.00% Add +5.4% 374,700 $4.4M
Barclays PLC 0.00% Reduce -15.1% 343,492 $4.0M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% Reduce -66.5% 343,212 $4.0M
ExodusPoint Capital Management, LP 0.06% Add +1207.3% 340,604 $4.0M
Headlands Technologies LLC 0.31% Add +217.6% 330,564 $3.9M
Twinbeech Capital LP 0.15% New 330,077 $3.9M
Royal Bank of Canada 0.00% Add +989.2% 315,072 $3.7M
Rhumbline Advisers 0.00% Reduce -4.0% 292,549 $3.4M
Principal Financial Group Inc. 0.00% Reduce -43.4% 288,300 $3.4M
Invesco Ltd. 0.00% Add +16.6% 280,877 $3.3M
Susquehanna International Group, LLP 0.00% Add +1.7% 264,220 $3.1M
Dalton Investments, Inc. 1.87% Add +96.4% 236,292 $2.8M
Mackenzie Financial Corp. 0.00% Add +117.5% 234,363 $2.8M
Alyeska Investment Group, L.P. 0.01% New 231,823 $2.7M
Legal & General Group Plc 0.00% Reduce -2.1% 228,847 $2.7M
Quantbot Technologies LP 0.07% Add +166.3% 222,291 $2.6M
Wells Fargo & Company 0.00% Add +10.3% 220,066 $2.6M
SP Asset Management LLC 0.20% No change 218,000 $2.6M
BNP Paribas Financial Markets 0.00% Add +307.9% 215,089 $2.5M
First Trust Advisors LP 0.00% Add +43.8% 207,047 $2.4M
Kennedy Capital Management LLC 0.05% Reduce -19.0% 203,879 $2.4M
Monimus Capital Management, LP 1.76% New 200,637 $2.4M
Edgestream Partners, L.P. 0.07% Reduce -46.5% 196,944 $2.3M
HERALD INVESTMENT MANAGEMENT Ltd 0.30% Add +111.1% 190,000 $2.2M
XTX Topco Ltd 0.11% Add +40.5% 186,907 $2.2M
Dark Forest Capital Management LP 0.08% Add +139.6% 185,254 $2.2M
Oak Harvest Investment Services 0.25% Reduce -11.3% 182,482 $2.1M
California State Teachers Retirement System 0.00% Add +8.6% 180,721 $2.1M
Aquatic Capital Management LLC 0.04% New 177,661 $2.1M
AXA Investment Managers S.A. 0.01% — 174,906 $2.1M
Prudential Financial Inc. 0.00% Add +436.2% 173,475 $2.0M
Tudor Investment Corporation 0.01% New 168,550 $2.0M
Deutsche Bank AG 0.00% Reduce -57.8% 165,288 $1.9M
State of New Jersey Common Pension Fund D 0.01% Add +25.2% 161,141 $1.9M
Schonfeld Strategic Advisors LLC 0.01% Add +83.9% 161,141 $1.9M
Gsa Capital Partners LLP 0.15% Add +49.4% 154,744 $1.8M
Y-Intercept (Hong Kong) Ltd 0.04% Add +123.6% 152,060 $1.8M
Osaic Holdings, Inc. 0.00% Add +27.3% 117,136 $1.5M
Envestnet Asset Management Inc. 0.00% Add +11.6% 123,511 $1.5M
Intech Investment Management LLC 0.01% Add +4.4% 121,222 $1.4M
MetLife Investment Management, LLC 0.01% Reduce -3.2% 119,773 $1.4M
VIRGINIA RETIREMENT SYSTEMS ET Al 0.01% Add +43.6% 119,275 $1.4M
Inlight Wealth Management, LLC 0.66% Add +0.0% 118,930 $1.4M
Magnetar Financial LLC 0.01% New 113,750 $1.3M
Citigroup Inc. 0.00% Add +17.0% 113,599 $1.3M
Steinberg Asset Management LLC 0.96% No change 113,038 $1.3M
Graham Capital Management, L.P. 0.07% Reduce -30.3% 110,032 $1.3M
Dynamic Technology Lab Private Ltd 0.21% Add +3.7% 106,848 $1.3M
Jupiter Asset Management Ltd. 0.01% Reduce -14.4% 104,924 $1.2M
Manufacturers Life Insurance Company, The 0.00% Reduce -11.2% 102,274 $1.2M
Los Angeles Capital Management LLC 0.00% No change 101,671 $1.2M
FMR LLC 0.00% Reduce -87.8% 101,530 $1.2M
Natixis 0.01% New 100,000 $1.2M
Mission Creek Capital Partners, Inc. 0.23% New 99,856 $1.2M
Teacher Retirement System of Texas 0.00% Add +1.6% 97,787 $1.2M
Raymond James Financial Inc. 0.00% Reduce -92.6% 97,543 $1.1M
CenterBook Partners LP 0.05% New 93,515 $1.1M
Martingale Asset Management L P 0.03% Add +11.6% 93,334 $1.1M
Pier 88 Investment Partners LLC 1.14% Add +8.8% 87,780 $1.0M
LPL Financial LLC 0.00% Add +17.1% 83,380 $981K
Occudo Quantitative Strategies LP 0.12% New 81,922 $964K
State of Wisconsin Investment Board 0.00% Add +5.4% 81,428 $958K
HSBC Holdings PLC 0.00% Add +309.7% 81,316 $958K
Janus Henderson Group PLC 0.00% No change 80,501 $946K
Brevan Howard Capital Management LP 0.01% Reduce -63.3% 79,597 $937K
STRS Ohio 0.00% Add +10.4% 76,600 $902K
Two Sigma Advisers, LP 0.00% Reduce -74.5% 75,400 $887K
Acadian Asset Management LLC 0.00% Reduce -69.5% 73,120 $858K
Amundi 0.00% No change 75,477 $854K
Creative Planning 0.00% Reduce -14.6% 72,108 $849K
Neo Ivy Capital Management 0.21% Reduce -55.5% 71,918 $846K
Comerica Bank 0.00% Reduce -4.8% 71,669 $844K
Cetera Investment Advisers 0.00% Add +18.5% 70,474 $829K
Danske Bank A/S 0.00% Reduce -25.3% 68,606 $807K
Elo Mutual Pension Insurance Co 0.01% Add +293.9% 67,887 $799K
AlphaQuest LLC 0.05% Add +297.3% 66,790 $786K
Ensign Peak Advisors, Inc 0.00% Reduce -40.2% 65,122 $766K
Scientech Research LLC 0.27% Add +181.1% 64,776 $762K
Perbak Capital Partners LLP 0.13% Add +99.5% 64,763 $762K
DRW Securities, LLC 0.04% Add +42.6% 64,625 $761K
Pathstone Holdings, LLC 0.00% Reduce -1.7% 64,331 $757K
Walleye Capital LLC 0.01% New 63,807 $751K
Simplex Trading, LLC 0.02% Add +852.5% 62,572 $736K
Picton Mahoney Asset Management 0.01% Add +341.6% 62,165 $732K
New York State Common Retirement Fund 0.00% No change 61,492 $724K
Sei Investments Co. 0.00% Reduce -68.8% 59,513 $700K
Russell Investments Group, Ltd. 0.00% Add +11.8% 59,416 $699K
Arizona State Retirement System 0.00% Add +5.3% 57,161 $673K
Police & Firemen's Retirement System of New Jersey 0.01% Add +21.0% 56,479 $665K
IMC-Chicago, LLC 0.01% New 52,360 $616K
Point72 (DIFC) Ltd 0.04% Add +53.7% 51,179 $602K
Bayforest Capital Ltd 0.28% Add +17.4% 50,706 $597K
Prelude Capital Management, LLC 0.04% Add +51.3% 48,696 $573K
Jasper Ridge Partners, L.P. 0.01% No change 48,614 $572K
Aigen Investment Management, LP 0.09% New 48,532 $571K
Diversified Trust Co. 0.01% Add +7.2% 47,251 $556K
Fieldview Capital Management, LLC 0.09% Reduce -57.9% 46,693 $550K
SG Americas Securities, LLC 0.00% Reduce -33.4% 46,620 $549K
State Board of Administration of Florida Retirement System 0.00% No change 46,260 $544K
Capstone Investment Advisors, LLC 0.01% Reduce -54.7% 45,032 $530K
State of Wyoming 0.06% Add +89.5% 44,990 $530K
Moody National Bank Trust Division 0.04% New 44,872 $528K
Handelsbanken Fonder AB 0.00% No change 43,400 $511K
Zurcher Kantonalbank (Zurich Cantonalbank) 0.00% Add +25.3% 41,427 $488K
Two Sigma Securities, LLC 0.07% New 40,957 $482K
KLP Kapitalforvaltning As 0.00% No change 39,500 $465K
Glenmede Investment Management, LP 0.00% Add +126.9% 37,365 $440K
Voya Investment Management LLC 0.00% Reduce -34.6% 36,781 $433K
Allspring Global Investments Holdings, LLC 0.00% Reduce -0.9% 37,247 $427K
Entropy Technologies, LP 0.03% New 36,135 $425K
Walleye Trading LLC 0.01% Add +239.3% 35,348 $416K
Group One Trading LLC 0.01% New 35,141 $414K
ProShare Advisors LLC 0.00% Reduce -17.9% 34,368 $405K
Inceptionr LLC 0.10% Add +3.6% 33,583 $395K
Weiss Asset Management LP 0.01% New 33,376 $393K
Mirae Asset Global Investments Co., Ltd. 0.00% Reduce -2.2% 31,737 $374K
Arax Advisory Partners 0.01% Add +59366.0% 31,517 $371K
Bayesian Capital Management, LP 0.07% Add +38.0% 31,207 $367K
Cwm, LLC 0.00% Add +43.5% 28,185 $332K
Sapient Capital LLC 0.00% No change 25,195 $311K
Jackson Creek Investment Advisors LLC 0.08% Reduce -0.1% 24,859 $293K
Pictet Asset Management Holding SA 0.00% No change 24,865 $293K
Truvestments Capital LLC 0.05% Add +24.0% 24,699 $291K
Virtu Financial LLC 0.02% Add +44.6% 24,677 $290K
Lombard Odier Asset Management (USA) Corp 0.08% Add +47.8% 24,410 $287K
Fox Run Management, L.L.C. 0.04% Reduce -13.8% 24,089 $284K
Liberty Mutual Group Asset Management Inc. 0.09% New 23,812 $280K
Smith Group Asset Management, LLC 0.02% Add +4.3% 23,570 $277K
PharVision Advisers, LLC 0.15% Add +66.7% 23,135 $272K
Cerity Partners LLC 0.00% Add +109.2% 22,561 $266K
Public Employees Retirement Association of Colorado 0.00% No change 21,471 $253K
CIBC Bancorp USA Inc. 0.00% — 21,425 $252K
Universal- Beteiligungs- und Servicegesellschaft mbH 0.00% Reduce -7.9% 21,375 $252K
Mariner, LLC 0.00% Add +11.9% 21,017 $247K
Lido Advisors, LLC 0.00% Add +98.1% 20,802 $245K
Wealth Enhancement Advisory Services, LLC 0.00% Reduce -13.3% 21,889 $245K
LSV Asset Management 0.00% New 20,700 $244K
Lazard Asset Management LLC 0.00% Reduce -92.3% 20,563 $242K
MML Investors Services, LLC 0.00% New 20,510 $241K
Tower Research Capital LLC (TRC) 0.01% Reduce -43.1% 20,137 $237K
Quantinno Capital Management LP 0.00% Reduce -2.0% 19,577 $230K
PNC Financial Services Group, Inc. 0.00% Add +1.5% 19,299 $227K
New York State Teachers Retirement System 0.00% New 18,489 $218K
Corton Capital Inc. 0.50% Add +32.6% 17,350 $204K
Keebeck Wealth Management 0.02% Reduce -34.7% 17,231 $203K
Petrus Trust Company, LTA 0.02% Reduce -44.1% 17,005 $200K
Ameritas Investment Partners, Inc. 0.01% Reduce -19.8% 16,792 $198K
State of Tennessee, Department of Treasury 0.00% Reduce -20.2% 16,628 $196K
111 Capital 0.04% New 16,103 $190K
Verdence Capital Advisors LLC 0.01% Add +5.7% 16,435 $187K
Xponance LLC 0.00% Reduce -0.3% 15,844 $186K
Wolverine Trading, LLC 0.00% Add +8.3% 14,979 $185K
Catalyst Private Wealth, LLC 0.08% Reduce -14.4% 15,186 $179K
Clarius Group, LLC 0.01% No change 15,186 $179K
Focus Partners Wealth 0.00% New 14,084 $176K
Bridgefront Capital, LLC 0.05% New 14,433 $170K
Vise Technologies, Inc. 0.01% Add +37.4% 14,030 $165K
Janney Montgomery Scott LLC 0.00% New 13,063 $154K
Cary Street Partners Financial LLC 0.00% No change 12,425 $146K
JT Stratford LLC 0.02% Add +5.6% 12,346 $145K
Oppenheimer & Co. Inc. 0.00% No change 11,900 $140K
State of Alaska, Department of Revenue 0.00% New 11,901 $140K
Vident Advisory, LLC 0.00% Add +10.6% 11,799 $139K
Numerai GP LLC 0.02% New 11,434 $135K
Vanguard Personalized Indexing Management, LLC 0.00% Reduce -4.3% 11,190 $132K
Parsons Capital Management Inc. 0.01% No change 11,058 $130K
MQS Management LLC 0.07% New 10,890 $128K
Hershey Trust Co. 0.00% New 10,505 $124K
Cornerstone Investment Partners, LLC 0.01% Reduce -7.0% 10,461 $123K
Mercer Global Advisors Inc. 0.00% New 10,367 $122K
Jain Global LLC 0.00% Reduce -97.6% 10,250 $121K
One68 Global Capital, LLC 2.06% — 10,000 $118K
Shay Capital LLC 0.02% New 10,000 $118K
Point72 Hong Kong Ltd 0.00% New 8,780 $103K
KBC Group NV 0.00% Add +56.4% 7,730 $91K
EverSource Wealth Advisors, LLC 0.00% Add +70.0% 7,612 $90K
Covestor Ltd 0.05% Add +25.0% 7,393 $87K
Leonteq Securities AG 0.00% Add +797.3% 7,026 $83K
Point72 Asia (Singapore) Pte. Ltd. 0.01% New 6,616 $78K
Amalgamated Bank 0.00% Reduce -8.0% 6,512 $77K
Nisa Investment Advisors, LLC 0.00% Add +0.0% 6,065 $71K
Aster Capital Management (DIFC) Ltd 0.03% New 5,652 $67K
Delta Asset Management LLC 0.01% No change 5,085 $60K
Principal Securities, Inc. 0.00% Add +98.6% 4,318 $51K
Quarry LP 0.01% Reduce -16.0% 3,852 $45K
DekaBank Deutsche Girozentrale 0.00% No change 3,085 $37K
SBI Securities Co., Ltd. 0.00% Add +136.2% 2,745 $32K
Meeder Asset Management Inc. 0.00% New 2,332 $27K
Rothschild Investment LLC 0.00% Add +560.0% 2,277 $27K
Caption Management, LLC 0.00% Reduce -91.5% 2,113 $25K
Global Retirement Partners, LLC 0.00% Add +39.0% 2,030 $24K
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.00% No change 1,655 $19K
Richardson Financial Services Inc. 0.01% Add +199.8% 1,577 $19K
Optiver Holding B.V. 0.00% Reduce -2.8% 1,285 $15K
Whittier Trust Co. of Nevada Inc. 0.00% Reduce -1.8% 1,232 $14K
Harbor Investment Advisory, LLC 0.00% No change 1,076 $13K
Advisory Services Network, LLC 0.00% New 958 $11K
Jones Financial Companies LLLP 0.00% Add +27.2% 865 $11K
Essential Partners LLC 0.00% Reduce -30.5% 794 $9K
Rockefeller Capital Management L.P. 0.00% New 745 $9K
Versant Capital Management, Inc 0.00% Reduce -75.0% 717 $8K
US Bancorp \de 0.00% Reduce -59.3% 620 $7K
Fifth Third Bancorp 0.00% New 619 $7K
Washington Trust Advisors, Inc. 0.00% No change 607 $7K
Allworth Financial LP 0.00% Reduce -69.7% 552 $6K
Accent Capital Management, LLC 0.00% No change 526 $6K
Rise Advisors, LLC 0.00% No change 505 $6K
Sterling Capital Management LLC 0.00% Reduce -1.0% 487 $6K
Sound Income Strategies, LLC 0.00% New 500 $6K
GAMMA Investing LLC 0.00% Reduce -7.9% 418 $5K
Smartleaf Asset Management LLC 0.00% Add +57.6% 394 $5K
Signaturefd, LLC 0.00% Add +22.2% 402 $5K
Caitong International Asset Management Co., Ltd 0.00% Add +4587.5% 375 $4K
Stephens Consulting, LLC 0.00% New 339 $4K
Private Wealth Management Group, LLC 0.00% No change 278 $3K
MassMutual Private Wealth & Trust, FSB 0.00% Add +11.4% 245 $3K
Bellevue Asset Management, LLC 0.00% No change 230 $3K
CoreCap Advisors, LLC 0.00% Add +2050.0% 215 $3K
IFP Advisors, Inc 0.00% Add +23.6% 204 $2K
Huntington National Bank 0.00% No change 159 $2K
Root Financial Partners, LLC 0.00% New 154 $2K
Highline Wealth Partners LLC 0.00% No change 151 $2K
Parallel Advisors, LLC 0.00% No change 134 $2K
Federation des caisses Desjardins du Quebec 0.00% No change 128 $2K
Parkside Financial Bank & Trust 0.00% Reduce -21.9% 125 $1K
Marquette Asset Management, LLC 0.00% New 118 $1K
True Wealth Design, LLC 0.00% Add +49.1% 79 $930
Farther Finance Advisors, LLC 0.00% Reduce -61.7% 54 $636
Clearstead Advisors, LLC 0.00% Reduce -88.5% 51 $601
Plato Investment Management Ltd 0.00% No change 45 $526
Bare Financial Services, Inc 0.00% Add +14.3% 40 $471
JFS Wealth Advisors, LLC 0.00% No change 28 $330
Fortitude Family Office, LLC 0.00% Add +187.5% 23 $271
MAI Capital Management 0.00% No change 21 $248
Assetmark, Inc. 0.00% No change 20 $235
Cary Street Partners Investment Advisory LLC 0.00% Reduce -78.6% 15 $177
Wealthspire Advisors, LLC 0.00% New 15 $177
Rakuten Securities, Inc. 0.00% Reduce -66.7% 10 $118
Rialto Wealth Management, LLC 0.00% Add +800.0% 9 $106
DiNuzzo Private Wealth, Inc. 0.00% New 2 $27
HFM Investment Advisors, LLC 0.00% No change 2 $24
Bay Harbor Wealth Management, LLC 0.00% New 1 $11
Hantz Financial Services, Inc. 0.00% No change 9 $0
Hemington Wealth Management 0.00% Add +22.7% 27 $0
Cloud Capital Management, LLC 0.00% New 21 $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.