Freshworks Inc. Class AFRSH
13F holders, Q1 2026 (March 31)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
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 73 | $87.2M |
| Exits | 71 | $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.