Freshworks Inc. Class AFRSH

13F holders, Q1 2026 (March 31)
331holders +1
73new positions
71sold out
8famous investors
$8.25avg. 13F price*

At the end of Q1 2026, 331 institutions reported holding Freshworks Inc. Class A (FRSH) in their 13F filings, up 1 from Q4 2025. 73 opened new positions and 71 sold out. The largest holders were BlackRock, Inc. ($136.5M), Alphabet Inc. ($130.1M) and Vanguard Portfolio Management LLC ($124.8M). 8 famous investors held it, including Jim Simons / Peter Brown (0.1% of Renaissance Technologies's portfolio), David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio) and Steve Cohen (0.0% of Point72 Asset Management'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 Q4 2025 → Q1 2026

InstitutionsTotal Value
New Positions73$87.2M
Exits71$181.8M

All 13F filers, Q4 2025 → Q1 2026: 41,219,657 shares bought and 34,780,216 shares sold, net +6,439,441 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 331 holders

BlackRock, Inc. 0.00% Reduce -5.1% 16,999,776 $136.5M
Alphabet Inc. 3.24% No change 16,206,643 $130.1M
Vanguard Portfolio Management LLC 0.01% — 15,543,566 $124.8M
Peak XV Partners Operations LLC 100.00% No change 8,182,822 $109.9M
WestBridge Capital Management, LLC 100.00% No change 13,379,260 $107.4M
Vanguard Capital Management LLC 0.00% — 10,331,490 $83.0M
Alyeska Investment Group, L.P. 0.15% New 6,451,569 $51.8M
Topline Capital Management, LLC 7.85% Reduce -4.9% 5,917,586 $47.5M
Geode Capital Management, LLC 0.00% Add +0.9% 5,170,296 $41.5M
State Street Corp. 0.00% Add +3.0% 5,051,361 $40.6M
Jupiter Asset Management Ltd. 0.21% Add +191.5% 4,980,503 $40.0M
D. E. Shaw & Co. 0.03% Add +26.5% 4,841,982 $38.9M
AQR Capital Management 0.02% Add +150.8% 4,754,228 $38.2M
Renaissance Technologies 0.06% Add +79.1% 4,576,000 $36.7M
Citadel Advisors 0.03% Reduce -31.5% 4,420,622 $35.5M
Goldman Sachs Group Inc. 0.00% Add +38.8% 3,923,852 $31.5M
Wellington Management Group LLP 0.01% Reduce -32.0% 3,646,829 $29.3M
Nuveen, LLC 0.01% Add +19.1% 2,781,269 $22.3M
HRT Financial LP 0.05% Add +149.8% 2,600,198 $20.9M
Dimensional Fund Advisors LP 0.00% Reduce -16.3% 2,596,993 $20.9M
Cypress Point Investment Management LP 4.78% Add +22.9% 2,529,388 $20.3M
Morgan Stanley 0.00% Reduce -11.8% 2,219,901 $17.8M
Point72 Asset Management 0.03% Add +63.2% 2,187,480 $17.6M
Bank of America Corp. 0.00% Add +1.4% 2,128,268 $17.1M
Ieq Capital, LLC 0.08% Add +12.7% 2,068,793 $16.6M
Westerly Capital Management, LLC 4.70% Add +81.0% 1,900,000 $15.3M
Jane Street Group, LLC 0.02% Add +841.8% 1,883,468 $15.1M
Northern Trust Corp. 0.00% Add +4.4% 1,872,069 $15.0M
UBS Group AG 0.00% Add +507.5% 1,824,500 $14.7M
Charles Schwab Investment Management Inc. 0.00% Reduce -0.2% 1,743,347 $14.0M
Gagnon Securities LLC 3.21% Add +40.8% 1,731,367 $13.9M
Vanguard Fiduciary Trust Co. 0.00% — 1,464,204 $11.8M
Healthcare of Ontario Pension Plan Trust Fund 0.02% Add +403.4% 1,444,124 $11.6M
JPMorgan Chase & Co. 0.00% Add +53.9% 1,429,489 $11.5M
Two Sigma Investments, LP 0.01% Add +11.1% 1,421,664 $11.4M
Algert Global LLC 0.16% Reduce -43.4% 1,294,095 $10.4M
Franklin Resources Inc. 0.00% Reduce -49.4% 1,260,113 $10.1M
Walleye Capital LLC 0.07% Add +2480.8% 1,247,655 $10.0M
Bank of New York Mellon Corp 0.00% Add +12.8% 1,168,094 $9.4M
Trexquant Investment LP 0.07% Add +41.9% 1,156,670 $9.3M
Optimus Prime Fund Management Co., Ltd. 0.87% No change 1,120,000 $9.0M
Qube Research & Technologies Ltd 0.01% Reduce -19.9% 1,105,187 $8.9M
Marshall Wace, LLP 0.01% Add +6385.1% 1,076,982 $8.6M
Pacer Advisors, Inc. 0.02% New 1,066,148 $8.6M
FMR LLC 0.00% Add +99.5% 1,002,879 $8.1M
Susquehanna International Group, LLP 0.01% Add +1549.7% 956,521 $7.7M
Federated Hermes, Inc. 0.01% Add +40.4% 946,585 $7.6M
Alliancebernstein L.P. 0.00% Add +0.9% 564,092 $6.9M
Victory Capital Management Inc. 0.00% Add +88.1% 784,549 $6.3M
Gagnon Advisors, LLC 4.59% Add +37.4% 776,212 $6.2M
Principal Financial Group Inc. 0.00% Add +80.7% 765,475 $6.1M
Quantinno Capital Management LP 0.01% Add +7093.0% 726,132 $5.8M
Generation Investment Management LLP 0.05% Reduce -2.5% 703,407 $5.6M
Edgestream Partners, L.P. 0.16% Add +178.6% 620,537 $5.0M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.01% Reduce -7.4% 620,524 $5.0M
Dorsey & Whitney Trust CO LLC 0.26% Add +0.0% 589,623 $4.7M
Invesco Ltd. 0.00% Add +80.5% 548,893 $4.4M
Capital Fund Management S.A. 0.04% Reduce -22.3% 504,960 $4.1M
CIBC Bancorp USA Inc. 0.00% — 445,196 $3.6M
Millennium Management 0.00% Reduce -86.2% 398,670 $3.2M
Swiss National Bank 0.00% Add +4.3% 391,000 $3.1M
Gsa Capital Partners LLP 0.19% Add +1374.3% 378,824 $3.0M
Creative Planning 0.00% Add +149.3% 374,871 $3.0M
Allianz Asset Management GmbH 0.00% Reduce -12.5% 374,588 $3.0M
Ceera Investments, LLC 1.29% Reduce -12.4% 367,198 $2.9M
Nordea Investment Management AB 0.00% Reduce -4.8% 363,882 $2.9M
Verition Fund Management LLC 0.03% Reduce -56.9% 354,630 $2.8M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% Add +12.4% 351,207 $2.8M
Brevan Howard Capital Management LP 0.03% Add +678.3% 319,856 $2.6M
Cwm, LLC 0.01% Add +144.1% 304,116 $2.4M
VARCOV Co. 0.91% New 303,287 $2.4M
ExodusPoint Capital Management, LP 0.02% Reduce -73.2% 299,057 $2.4M
Holocene Advisors, LP 0.01% New 273,991 $2.2M
Acadian Asset Management LLC 0.00% Add +527.2% 273,234 $2.2M
Zacks Investment Management 0.02% Add +7.1% 272,343 $2.2M
Vanguard Global Advisers, LLC 0.00% — 271,842 $2.2M
First Trust Advisors LP 0.00% Add +209.7% 262,849 $2.1M
Tudor Investment Corporation 0.01% Reduce -42.7% 258,860 $2.1M
Rhumbline Advisers 0.00% Add +2.4% 252,990 $2.0M
Cerity Partners LLC 0.00% Add +219.2% 251,883 $2.0M
Canada Pension Plan Investment Board 0.00% Reduce -60.2% 250,500 $2.0M
Corient Private Wealth LP 0.00% New 246,608 $2.0M
California State Teachers Retirement System 0.00% Add +36.6% 246,330 $2.0M
T. Rowe Price Associates Inc. 0.00% Reduce -87.2% 234,644 $1.9M
BNP Paribas Financial Markets 0.00% Add +155.7% 231,648 $1.9M
Headlands Technologies LLC 0.21% Add +3.4% 227,482 $1.8M
Empowered Funds, LLC 0.01% New 226,933 $1.8M
Inlight Wealth Management, LLC 0.65% Add +4.2% 220,172 $1.8M
Numerai GP LLC 0.17% Add +74.2% 214,418 $1.7M
CenterBook Partners LP 0.09% Add +183.9% 203,215 $1.6M
Kennedy Capital Management LLC 0.03% Reduce -1.2% 202,430 $1.6M
Deutsche Bank AG 0.00% Add +10.7% 199,923 $1.6M
CastleKnight Management LP 0.07% New 191,200 $1.5M
HERALD INVESTMENT MANAGEMENT Ltd 0.21% No change 190,000 $1.5M
Legal & General Group Plc 0.00% Reduce -12.0% 182,115 $1.5M
VANGUARD ASSET MANAGEMENT, Ltd 0.00% — 177,054 $1.4M
Atom Investors LP 0.10% New 175,974 $1.4M
Russell Investments Group, Ltd. 0.00% Reduce -9.3% 165,022 $1.3M
Quantbot Technologies LP 0.05% New 156,323 $1.3M
SP Asset Management LLC 0.11% Reduce -28.5% 155,900 $1.3M
Lavelle Capital LP 0.76% Reduce -5.5% 151,550 $1.2M
Ameriprise Financial Inc. 0.00% Add +11.2% 137,219 $1.1M
VIRGINIA RETIREMENT SYSTEMS ET Al 0.01% No change 135,875 $1.1M
BW Gestao de Investimentos Ltda. 0.05% New 135,332 $1.1M
Dalton Investments, Inc. 1.05% Reduce -46.3% 134,519 $1.1M
Mariner, LLC 0.00% Add +56.9% 134,211 $1.1M
Hillsdale Investment Management Inc. 0.03% Reduce -0.4% 131,600 $1.1M
Magnetar Financial LLC 0.01% New 122,127 $981K
Prudential Financial Inc. 0.00% Add +20.6% 116,860 $938K
Barclays PLC 0.00% Reduce -69.2% 115,877 $930K
Steinberg Asset Management LLC 0.60% Add +1.4% 114,674 $921K
Squarepoint Ops LLC 0.00% New 113,665 $913K
MetLife Investment Management, LLC 0.00% Add +1.3% 113,579 $912K
Elo Mutual Pension Insurance Co 0.01% Add +322.7% 111,227 $893K
Caisse de depot et placement du Quebec 0.00% New 111,000 $891K
Wealth Enhancement Advisory Services, LLC 0.00% Add +50.8% 120,286 $872K
Raymond James Financial Inc. 0.00% Add +10.1% 107,681 $865K
Manufacturers Life Insurance Company, The 0.00% Reduce -0.1% 98,739 $793K
Mercer Global Advisors Inc. 0.00% Add +112.9% 96,587 $776K
Y-Intercept (Hong Kong) Ltd 0.01% Reduce -50.5% 91,323 $733K
Amundi 0.00% Add +24.0% 90,725 $729K
State of Wisconsin Investment Board 0.00% Add +90.1% 89,191 $716K
Voya Investment Management LLC 0.00% Add +139.1% 87,945 $706K
Zurcher Kantonalbank (Zurich Cantonalbank) 0.00% Add +55.4% 86,752 $697K
Sei Investments Co. 0.00% Add +46.9% 85,825 $689K
SG Americas Securities, LLC 0.00% Reduce -22.2% 85,816 $689K
HSBC Holdings PLC 0.00% Add +58.4% 84,047 $682K
Credit Agricole S A 0.00% New 83,000 $666K
American Century Companies Inc. 0.00% Add +725.2% 82,925 $666K
Wells Fargo & Company 0.00% Reduce -65.1% 82,065 $659K
Janus Henderson Group PLC 0.00% No change 80,501 $647K
Inscription Capital, LLC 0.07% New 80,341 $645K
Perbak Capital Partners LLP 0.15% Add +192.7% 76,027 $610K
EntryPoint Capital, LLC 0.18% New 75,132 $603K
Citigroup Inc. 0.00% Add +57.4% 68,217 $548K
DRW Securities, LLC 0.03% Add +378.8% 68,211 $548K
Voleon Capital Management LP 0.01% New 66,337 $533K
Potrero Capital Research LLC 0.32% Reduce -83.7% 64,630 $519K
Campbell & CO Investment Adviser LLC 0.03% Add +46.1% 64,283 $516K
Entropy Technologies, LP 0.02% New 63,674 $511K
Aquatic Capital Management LLC 0.01% New 62,438 $501K
Kerrisdale Advisers, LLC 0.19% New 62,225 $500K
IMC-Chicago, LLC 0.01% New 61,803 $496K
New York State Common Retirement Fund 0.00% No change 61,492 $494K
Teacher Retirement System of Texas 0.00% Reduce -27.1% 60,416 $485K
Intech Investment Management LLC 0.00% Reduce -44.5% 60,081 $482K
Oberweis Asset Management Inc./ 0.01% Reduce -97.2% 57,750 $464K
Quadrature Capital Ltd 0.01% New 56,940 $457K
Aviva PLC 0.00% New 56,734 $456K
Engineers Gate Manager LP 0.01% Reduce -54.8% 56,645 $455K
Axq Capital, LP 0.06% New 54,694 $439K
Arizona State Retirement System 0.00% Add +2.5% 54,273 $436K
Jefferies Financial Group Inc. 0.01% New 53,680 $431K
Woodline Partners LP 0.00% Reduce -7.2% 53,610 $430K
Pathstone Holdings, LLC 0.00% Add +2.1% 53,271 $428K
Police & Firemen's Retirement System of New Jersey 0.00% No change 53,253 $428K
Vanguard Investments Australia, Ltd. 0.00% — 50,577 $406K
Globeflex Capital L P 0.06% No change 50,064 $402K
Rockefeller Capital Management L.P. 0.00% Add +2791.0% 49,291 $396K
Vanguard Personalized Indexing Management, LLC 0.00% Add +145.0% 47,384 $380K
Allspring Global Investments Holdings, LLC 0.00% Add +12.4% 46,236 $373K
State Board of Administration of Florida Retirement System 0.00% No change 46,260 $371K
Moody National Bank Trust Division 0.04% Reduce -1.5% 46,013 $369K
Focus Partners Wealth 0.00% Add +95.3% 44,534 $358K
KLP Kapitalforvaltning As 0.00% Add +7.6% 43,800 $352K
Handelsbanken Fonder AB 0.00% No change 43,400 $349K
Jasper Ridge Partners, L.P. 0.01% No change 43,439 $349K
Martingale Asset Management L P 0.01% Reduce -75.5% 42,946 $345K
Dark Forest Capital Management LP 0.03% Reduce -74.0% 42,224 $339K
Captrust Financial Advisors 0.00% Add +34.7% 40,705 $327K
Capstone Investment Advisors, LLC 0.00% Reduce -15.2% 40,231 $323K
Occudo Quantitative Strategies LP 0.02% Reduce -52.3% 39,385 $321K
Pier 88 Investment Partners LLC 0.45% Reduce -56.4% 37,600 $302K
Pallas Capital Advisors LLC 0.01% Add +30.0% 33,751 $271K
Focus Partners Advisor Solutions, LLC 0.00% Add +78.0% 33,113 $266K
Brooklyn Investment Group 0.01% New 31,981 $257K
Truvestments Capital LLC 0.05% Reduce -7.1% 31,145 $250K
Bridgefront Capital, LLC 0.06% New 30,998 $249K
Evergreen Capital Management LLC 0.01% New 30,597 $246K
Clearstead Advisors, LLC 0.00% Add +17456.1% 30,372 $244K
ProShare Advisors LLC 0.00% Reduce -17.7% 30,241 $243K
Krilogy Financial LLC 0.01% Add +168.8% 28,596 $241K
Diametric Capital, LP 0.06% New 29,925 $240K
Kurv Investment Management LLC 0.25% Add +66.4% 29,370 $236K
Cetera Investment Advisers 0.00% Reduce -53.2% 29,376 $236K
EP Wealth Advisors, LLC 0.00% Add +34.8% 29,308 $235K
Merit Financial Group, LLC 0.00% Add +46.0% 29,299 $235K
Pictet Asset Management Holding SA 0.00% No change 29,085 $234K
Quent Capital, LLC 0.02% No change 28,500 $229K
LPL Financial LLC 0.00% Reduce -62.3% 27,504 $221K
Swiss Life Asset Management Ltd 0.00% Add +23.3% 26,826 $215K
Scientech Research LLC 0.18% Add +147.8% 26,137 $210K
Versant Capital Management, Inc 0.02% Add +5912.6% 25,794 $207K
Summit Trail Advisors, LLC 0.00% New 25,442 $204K
Lombard Odier Asset Management (USA) Corp 0.15% New 24,945 $200K
Vise Technologies, Inc. 0.00% No change 16,283 $199K
Universal- Beteiligungs- und Servicegesellschaft mbH 0.00% Reduce -10.5% 24,436 $196K
Brighton Jones LLC 0.00% New 24,220 $194K
Tower Research Capital LLC (TRC) 0.00% Reduce -32.9% 23,432 $188K
Chicago Partners Investment Group LLC 0.00% New 20,848 $186K
Man Group plc 0.00% Reduce -91.0% 22,359 $180K
Ingalls & Snyder LLC 0.01% New 21,750 $175K
Prelude Capital Management, LLC 0.01% Reduce -58.1% 21,524 $173K
9823 Capital, L.P. 0.13% New 21,513 $173K
Public Employees Retirement Association of Colorado 0.00% No change 21,471 $172K
Envestnet Asset Management Inc. 0.00% Reduce -83.5% 21,219 $170K
Mirae Asset Global Investments Co., Ltd. 0.00% Reduce -22.3% 20,917 $168K
Virtu Financial LLC 0.01% Reduce -1.3% 20,762 $167K
LSV Asset Management 0.00% No change 20,700 $166K
Integrated Wealth Concepts LLC 0.00% New 20,378 $164K
Bridgewater Associates 0.00% Reduce -97.8% 19,961 $160K
Praxis Investment Management Inc. 0.01% New 19,676 $158K
Ensign Peak Advisors, Inc 0.00% No change 19,572 $157K
Xponance LLC 0.00% Add +20.5% 19,129 $154K
Caerus Investment Advisors, LLC 0.06% New 17,734 $142K
DNB Asset Management AS 0.00% New 17,109 $137K
Ameritas Investment Partners, Inc. 0.00% No change 16,792 $135K
Equitable Holdings, Inc. 0.00% New 10,933 $134K
Two Sigma Securities, LLC 0.02% Reduce -33.6% 16,538 $133K
Bull Harbor Capital LLC 0.04% — 16,462 $132K
Blueshift Asset Management, LLC 0.04% Add +62.0% 16,385 $132K
Sequoia Financial Advisors, LLC 0.00% New 16,157 $130K
Fox Run Management, L.L.C. 0.02% Reduce -71.4% 16,056 $129K
NorthCrest Asset Manangement, LLC 0.00% Add +43.8% 15,501 $129K
Oak Associates Ltd. 0.01% New 15,876 $127K
New York State Teachers Retirement System 0.00% Reduce -14.4% 15,662 $126K
State of Wyoming 0.01% Reduce -78.2% 15,037 $121K
Waddell & Associates, LLC 0.01% New 14,760 $119K
Caprock Group, LLC 0.00% New 13,633 $109K
Capula Management Ltd 0.00% Reduce -24.8% 13,109 $105K
VestGen Advisors, LLC 0.00% New 12,115 $103K
Cary Street Partners Financial LLC 0.00% No change 12,425 $100K
JT Stratford LLC 0.01% Reduce -4.8% 12,078 $97K
Perigon Wealth Management, LLC 0.00% New 12,049 $97K
State of Alaska, Department of Revenue 0.00% No change 11,901 $95K
Group One Trading LLC 0.00% Reduce -84.7% 11,710 $94K
Heron Bay Capital Management 0.01% Add +9.3% 11,223 $90K
Essential Partners LLC 0.03% Add +76.9% 11,218 $90K
M&T Bank Corp 0.00% New 11,241 $90K
Parsons Capital Management Inc. 0.00% No change 11,058 $89K
Optas, LLC 0.01% New 11,006 $88K
Quadrant Capital Group LLC 0.00% Add +945.0% 10,899 $88K
&partners 0.00% New 10,892 $87K
Lido Advisors, LLC 0.00% Add +0.9% 10,499 $84K
Frec Markets, Inc. 0.01% New 10,221 $82K
STRS Ohio 0.00% Reduce -86.7% 10,200 $82K
Osaic Holdings, Inc. 0.00% Reduce -58.6% 10,102 $81K
Am Investment Strategies LLC 0.02% New 10,000 $80K
Bayforest Capital Ltd 0.08% Reduce -61.5% 9,230 $74K
Allworth Financial LP 0.00% Add +161.7% 8,377 $67K
Danske Bank A/S 0.00% No change 8,000 $64K
Signaturefd, LLC 0.00% Add +1476.0% 7,880 $63K
Covestor Ltd 0.04% Reduce -17.6% 7,949 $63K
KBC Group NV 0.00% No change 7,730 $62K
Farther Finance Advisors, LLC 0.00% Add +533.1% 6,648 $54K
EverSource Wealth Advisors, LLC 0.00% Reduce -46.4% 6,459 $52K
Optiver Holding B.V. 0.00% Add +277.1% 6,211 $50K
Meeder Asset Management Inc. 0.00% Add +164.0% 6,156 $49K
Summit Securities Group LLC 0.02% Add +186.3% 6,043 $49K
Leonteq Securities AG 0.00% Add +1.6% 6,000 $48K
IFP Advisors, Inc 0.00% Add +148.8% 5,355 $43K
Arax Advisory Partners 0.00% Add +6426.9% 5,091 $41K
Delta Asset Management LLC 0.00% No change 5,085 $41K
Nisa Investment Advisors, LLC 0.00% Add +77.8% 4,855 $39K
SBI Securities Co., Ltd. 0.00% Add +39.8% 3,977 $32K
Rothschild Investment LLC 0.00% Add +7.2% 3,140 $25K
Cullen/Frost Bankers, Inc. 0.00% Add +3.6% 3,085 $25K
Kemnay Advisory Services Inc. 0.00% Add +588.8% 2,962 $24K
Simplex Trading, LLC 0.00% Reduce -92.5% 2,640 $21K
Advisory Services Network, LLC 0.00% New 2,587 $21K
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.00% Add +12.3% 2,266 $18K
True Wealth Design, LLC 0.00% Add +101.6% 2,133 $17K
MAI Capital Management 0.00% Add +9409.1% 2,092 $17K
Destiny Wealth Partners, LLC 0.00% New 1,865 $15K
Smartleaf Asset Management LLC 0.00% Add +7.3% 1,846 $15K
Huntington National Bank 0.00% New 1,812 $15K
Fifth Third Bancorp 0.00% New 1,630 $13K
Jones Financial Companies LLLP 0.00% Add +67.0% 1,536 $12K
Royal Bank of Canada 0.00% Reduce -94.3% 1,625 $12K
MassMutual Private Wealth & Trust, FSB 0.00% Add +5720.0% 1,455 $12K
Sterling Capital Management LLC 0.00% Add +3.0% 1,355 $11K
Kilter Group LLC 0.00% Add +1796.7% 1,138 $9K
Harbor Investment Advisory, LLC 0.00% No change 1,076 $9K
Freestone Grove Partners LP 0.00% New 915 $7K
GAMMA Investing LLC 0.00% Add +194.3% 874 $7K
Los Angeles Capital Management LLC 0.00% Reduce -99.2% 808 $6K
PNC Financial Services Group, Inc. 0.00% Reduce -95.9% 799 $6K
Marquette Asset Management, LLC 0.00% Add +240.5% 555 $4K
Bell Investment Advisors, Inc 0.00% Add +370.7% 546 $4K
Sound Income Strategies, LLC 0.00% No change 500 $4K
Private Wealth Management Group, LLC 0.00% Add +255.7% 498 $4K
Rachor Investment Advisory Services, LLC 0.00% Add +55.1% 425 $3K
Larson Financial Group LLC 0.00% New 405 $3K
Wealth Preservation Advisors, LLC 0.00% New 394 $3K
US Bancorp \de 0.00% Reduce -27.0% 341 $3K
Twin Peaks Wealth Advisors, LLC 0.00% New 300 $2K
JPL Wealth Management, LLC 0.00% New 284 $2K
Parallel Advisors, LLC 0.00% Add +20.2% 280 $2K
Parkside Financial Bank & Trust 0.00% Add +29.1% 235 $2K
Godfrey Financial Associates, Inc. 0.00% Add +6.3% 218 $2K
Basecamp Wealth Advisors LLC 0.00% New 181 $1K
SJS Investment Consulting Inc. 0.00% Add +104.0% 151 $1K
Bare Financial Services, Inc 0.00% Add +0.8% 129 $1K
Federation des caisses Desjardins du Quebec 0.00% No change 128 $1K
Avion Wealth 0.00% Add +380.9% 202 $1K
Capital Advisors, Ltd. LLC 0.00% New 71 $1K
Bullock Wealth Management Group 0.00% Add +4.1% 101 $815
National Bank of Canada 0.00% New 101 $811
Financial Consulate, Inc. 0.00% No change 100 $803
Caitong International Asset Management Co., Ltd 0.00% Reduce -91.9% 76 $610
Cary Street Partners Investment Advisory LLC 0.00% Reduce -62.6% 70 $562
Sunbelt Securities, Inc. 0.00% Reduce -46.5% 68 $546
Cornerstone Financial Management LLC 0.00% New 64 $514
Physician Wealth Advisors, Inc. 0.00% New 63 $506
TopTier Wealth Management, LLC 0.00% New 62 $498
Breakwater Investment Management 0.00% New 61 $490
CVA Family Office, LLC 0.00% New 60 $482
Zions Bancorporation, National Association 0.00% Reduce -48.9% 47 $377
Plato Investment Management Ltd 0.00% No change 45 $362
Cornerstone Planning Group LLC 0.00% New 27 $249
Transamerica Financial Advisors, LLC 0.00% New 23 $184
Pinnacle Wealth Planning Services, Inc. 0.00% Reduce -4.5% 21 $169
Root Financial Partners, LLC 0.00% Reduce -91.8% 18 $145
CoreCap Advisors, LLC 0.00% No change 10 $80
Hughes Financial Services, LLC 0.00% New 5 $40
Dunhill Financial, LLC 0.00% No change 4 $34
DiNuzzo Private Wealth, Inc. 0.00% Reduce -85.7% 2 $17
Raffa Wealth Management, LLC 0.00% New 1 $8
Bay Harbor Wealth Management, LLC 0.00% Reduce -80.0% 1 $8
Curio Wealth, LLC 0.00% New 1 $8
Keating Financial Advisory Services, Inc. 0.00% Reduce -98.2% 1 $8

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