Freshworks Inc. Class AFRSH

13F holders, Q2 2026 (June 30)
343holders +12
70new positions
56sold out
6famous investors
$10.11avg. 13F price*

At the end of Q2 2026, 343 institutions reported holding Freshworks Inc. Class A (FRSH) in their 13F filings, up 12 from Q1 2026. 70 opened new positions and 56 sold out. The largest holders were BlackRock, Inc. ($198.0M), Alphabet Inc. ($164.0M) and Vanguard Portfolio Management LLC ($161.0M). 6 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio), Ken Griffin (0.0% of Citadel Advisors's portfolio) and Cliff Asness (0.0% of AQR Capital 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 Q1 2026 → Q2 2026

InstitutionsTotal Value
New Positions70$175.5M
Exits56$205.0M

All 13F filers, Q1 2026 → Q2 2026: 52,211,958 shares bought and 48,694,254 shares sold, net +3,517,704 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 343 holders

BlackRock, Inc. 0.00% Add +15.1% 19,561,867 $198.0M
Alphabet Inc. 0.17% No change 16,206,643 $164.0M
Vanguard Portfolio Management LLC 0.01% Add +2.4% 15,910,270 $161.0M
AQR Capital Management 0.04% Add +131.0% 10,981,842 $111.1M
Vanguard Capital Management LLC 0.00% Add +1.1% 10,450,026 $105.8M
Haveli Investment Management LLC 46.16% New 8,204,092 $83.0M
WestBridge Capital Management, LLC 100.00% Reduce -41.3% 7,856,660 $79.5M
Citadel Advisors 0.04% Add +54.7% 6,839,801 $69.2M
State Street Corp. 0.00% Add +12.0% 5,656,669 $57.2M
Geode Capital Management, LLC 0.00% Add +9.1% 5,639,206 $57.1M
Arrowstreet Capital, Limited Partnership 0.02% New 5,154,349 $52.2M
Morgan Stanley 0.00% Add +120.1% 4,886,804 $49.5M
Jupiter Asset Management Ltd. 0.22% Reduce -11.8% 4,394,797 $44.5M
HRT Financial LP 0.08% Add +60.9% 4,182,973 $42.3M
Wellington Management Group LLP 0.01% Add +9.7% 4,000,543 $40.5M
Goldman Sachs Group Inc. 0.00% Reduce -6.8% 3,656,418 $37.0M
Renaissance Technologies 0.05% Reduce -29.3% 3,235,300 $32.7M
Dimensional Fund Advisors LP 0.01% Add +22.7% 3,187,127 $32.3M
LSV Asset Management 0.05% Add +14020.7% 2,922,979 $29.6M
Allianz Asset Management GmbH 0.03% Add +671.6% 2,890,339 $29.3M
Nuveen, LLC 0.01% Add +3.1% 2,866,739 $29.0M
Jane Street Group, LLC 0.02% Add +51.9% 2,861,342 $29.0M
Cypress Point Investment Management LP 4.55% Reduce -1.9% 2,481,388 $25.1M
Northern Trust Corp. 0.00% Add +13.4% 2,123,118 $21.5M
Ieq Capital, LLC 0.10% Add +1.0% 2,090,111 $21.2M
Millennium Management 0.01% Add +369.1% 1,869,952 $18.9M
Point72 Asset Management 0.03% Reduce -14.6% 1,868,877 $18.9M
Charles Schwab Investment Management Inc. 0.00% Add +3.2% 1,799,101 $18.2M
Gagnon Securities LLC 3.05% Reduce -9.7% 1,563,866 $15.8M
Balyasny Asset Management L.P. 0.03% New 1,538,035 $15.6M
Algert Global LLC 0.18% Add +18.5% 1,533,496 $15.5M
Vanguard Fiduciary Trust Co. 0.00% Add +0.1% 1,465,989 $14.8M
Federated Hermes, Inc. 0.02% Add +43.2% 1,355,919 $13.7M
Bank of New York Mellon Corp 0.00% Add +3.7% 1,210,835 $12.3M
FMR LLC 0.00% Add +13.6% 1,138,933 $11.5M
Marshall Wace, LLP 0.01% Add +5.7% 1,137,794 $11.5M
Optimus Prime Fund Management Co., Ltd. 0.84% No change 1,120,000 $11.3M
Trexquant Investment LP 0.06% Reduce -12.4% 1,012,922 $10.3M
Quantinno Capital Management LP 0.01% Add +25.1% 908,699 $9.2M
Principal Financial Group Inc. 0.00% Add +10.7% 847,671 $8.6M
Voleon Capital Management LP 0.15% Add +1163.2% 837,996 $8.5M
Pacer Advisors, Inc. 0.02% Reduce -21.6% 835,994 $8.5M
Victory Capital Management Inc. 0.00% Add +4.9% 823,126 $8.3M
Westerly Capital Management, LLC 1.49% Reduce -57.9% 800,000 $8.1M
Bank of America Corp. 0.00% Reduce -63.2% 783,682 $7.9M
Gagnon Advisors, LLC 5.00% No change 776,212 $7.9M
UBS Group AG 0.00% Reduce -58.6% 754,894 $7.6M
Edgestream Partners, L.P. 0.22% Add +18.8% 737,046 $7.5M
D. E. Shaw & Co. 0.00% Reduce -86.1% 674,127 $6.8M
Generation Investment Management LLP 0.06% Reduce -10.2% 631,598 $6.4M
Prudential Financial Inc. 0.01% Add +436.1% 626,500 $6.3M
Capital Fund Management S.A. 0.04% Add +21.4% 613,195 $6.2M
Alliancebernstein L.P. 0.00% Add +33.5% 753,071 $6.0M
Creative Planning 0.00% Add +58.6% 594,732 $6.0M
Dorsey & Whitney Trust CO LLC 0.29% Reduce -0.0% 589,577 $6.0M
Invesco Ltd. 0.00% Add +4.5% 573,354 $5.8M
Mariner, LLC 0.01% Add +322.1% 566,469 $5.7M
Two Sigma Investments, LP 0.00% Reduce -61.5% 548,059 $5.5M
JPMorgan Chase & Co. 0.00% Reduce -62.6% 534,128 $5.5M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.01% Reduce -12.8% 541,137 $5.5M
Brevan Howard Capital Management LP 0.08% Add +64.3% 525,583 $5.3M
Cerity Partners LLC 0.01% Add +105.4% 517,385 $5.2M
Corient Private Wealth LP 0.01% Add +100.0% 493,134 $5.0M
CIBC Bancorp USA Inc. 0.01% Reduce -1.3% 439,632 $4.4M
Ameriprise Financial Inc. 0.00% Add +210.7% 426,291 $4.3M
BW Gestao de Investimentos Ltda. 0.10% Add +212.0% 422,218 $4.3M
Cinctive Capital Management LP 0.17% New 409,155 $4.1M
Swiss National Bank 0.00% Reduce -3.0% 379,300 $3.8M
Nordea Investment Management AB 0.00% Add +3.1% 375,072 $3.8M
BNP Paribas Financial Markets 0.00% Add +54.0% 356,756 $3.6M
Gsa Capital Partners LLP 0.22% Reduce -10.8% 338,052 $3.4M
Holocene Advisors, LP 0.01% Add +23.2% 337,554 $3.4M
Zacks Investment Management 0.02% Add +23.5% 336,381 $3.4M
Wealth Enhancement Advisory Services, LLC 0.01% Add +203.1% 364,640 $3.3M
Universal- Beteiligungs- und Servicegesellschaft mbH 0.01% Add +1229.5% 324,873 $3.3M
Citigroup Inc. 0.00% Add +344.8% 303,453 $3.1M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% Reduce -15.0% 298,498 $3.0M
SG Americas Securities, LLC 0.00% Add +246.9% 297,688 $3.0M
Mercer Global Advisors Inc. 0.00% Add +207.1% 296,595 $3.0M
T. Rowe Price Associates Inc. 0.00% Add +23.5% 289,869 $2.9M
Rhumbline Advisers 0.00% Add +9.5% 277,072 $2.8M
CastleKnight Management LP 0.10% Add +40.4% 268,500 $2.7M
Barclays PLC 0.00% Add +126.2% 262,054 $2.7M
Assenagon Asset Management S.A. 0.00% New 253,452 $2.6M
Susquehanna International Group, LLP 0.00% Reduce -74.0% 248,609 $2.5M
Deutsche Bank AG 0.00% Add +21.6% 243,120 $2.5M
Inlight Wealth Management, LLC 0.76% Add +7.6% 236,845 $2.4M
Empowered Funds, LLC 0.01% Reduce -2.3% 221,795 $2.2M
Headlands Technologies LLC 0.24% Reduce -3.6% 219,387 $2.2M
California State Teachers Retirement System 0.00% Reduce -11.8% 217,245 $2.2M
Schonfeld Strategic Advisors LLC 0.01% New 209,404 $2.1M
Sei Investments Co. 0.00% Add +142.7% 208,308 $2.1M
Russell Investments Group, Ltd. 0.00% Add +25.1% 206,500 $2.1M
Lavelle Capital LP 1.05% Add +34.7% 204,175 $2.1M
Wells Fargo & Company 0.00% Add +138.6% 195,806 $2.0M
Legal & General Group Plc 0.00% Add +4.5% 190,260 $1.9M
HERALD INVESTMENT MANAGEMENT Ltd 0.26% No change 190,000 $1.9M
Kennedy Capital Management LLC 0.03% Reduce -8.0% 186,171 $1.9M
First Trust Advisors LP 0.00% Reduce -30.7% 182,105 $1.8M
Vanguard Global Advisers, LLC 0.00% Reduce -33.0% 182,069 $1.8M
Arax Advisory Partners 0.01% Add +3383.5% 177,343 $1.8M
VANGUARD ASSET MANAGEMENT, Ltd 0.00% No change 177,054 $1.8M
VARCOV Co. 0.63% Reduce -45.6% 165,090 $1.7M
Captrust Financial Advisors 0.00% Add +281.6% 155,345 $1.6M
Raymond James Financial Inc. 0.00% Add +43.5% 154,551 $1.6M
Canada Pension Plan Investment Board 0.00% Reduce -40.1% 150,000 $1.5M
Nomura Asset Management International Inc. 0.00% New 138,600 $1.4M
Dalton Investments, Inc. 1.23% No change 134,519 $1.4M
Hillsdale Investment Management Inc. 0.03% No change 131,600 $1.3M
American Century Companies Inc. 0.00% Add +56.9% 130,128 $1.3M
Allspring Global Investments Holdings, LLC 0.00% Add +170.7% 125,161 $1.3M
Franklin Resources Inc. 0.00% Reduce -89.8% 127,912 $1.3M
MetLife Investment Management, LLC 0.01% Add +10.8% 125,886 $1.3M
Picton Mahoney Asset Management 0.01% New 125,619 $1.3M
HSBC Holdings PLC 0.00% Add +46.5% 123,164 $1.3M
Walleye Capital LLC 0.01% Reduce -90.7% 116,235 $1.2M
Merit Financial Group, LLC 0.01% Add +289.5% 114,128 $1.2M
Steinberg Asset Management LLC 0.70% Reduce -2.7% 111,543 $1.1M
STRS Ohio 0.00% Add +965.7% 108,700 $1.1M
Manufacturers Life Insurance Company, The 0.00% Add +9.4% 108,015 $1.1M
Focus Partners Wealth 0.00% Add +138.9% 106,389 $1.1M
Elo Mutual Pension Insurance Co 0.01% Reduce -8.0% 102,293 $1.0M
Amundi 0.00% Add +11.5% 101,139 $1.0M
Jain Global LLC 0.01% New 100,775 $1.0M
Campbell & CO Investment Adviser LLC 0.05% Add +54.7% 99,444 $1.0M
Brighton Jones LLC 0.02% Add +310.1% 99,316 $1.0M
SP Asset Management LLC 0.08% Reduce -38.3% 96,141 $973K
Freestone Grove Partners LP 0.01% Add +10290.0% 95,069 $962K
Pallas Capital Advisors LLC 0.03% Add +178.8% 94,087 $952K
Voya Investment Management LLC 0.00% Add +6.5% 93,688 $948K
Palogic Value Management, L.P. 0.33% New 90,099 $912K
State of Wisconsin Investment Board 0.00% Reduce -0.3% 88,895 $900K
Jump Financial, LLC 0.01% New 83,932 $849K
Credit Agricole S A 0.00% No change 83,000 $840K
Inscription Capital, LLC 0.07% Reduce -2.4% 78,381 $793K
Jupiter Topco LLC 0.00% — 74,386 $753K
Focus Partners Advisor Solutions, LLC 0.01% Add +104.8% 67,798 $686K
New York State Common Retirement Fund 0.00% Add +6.7% 65,592 $664K
Potrero Capital Research LLC 0.40% No change 64,630 $654K
Police & Firemen's Retirement System of New Jersey 0.00% Add +18.9% 63,332 $641K
Aquatic Capital Management LLC 0.02% Add +0.1% 62,482 $632K
Kerrisdale Advisers, LLC 0.16% No change 62,225 $630K
Martingale Asset Management L P 0.01% Add +43.3% 61,542 $623K
Globeflex Capital L P 0.08% Add +22.3% 61,217 $620K
AdvisorShares Investments LLC 0.07% New 61,000 $617K
Polymer Capital Management (US) LLC 0.09% New 60,063 $608K
Handelsbanken Fonder AB 0.00% Add +38.3% 60,000 $607K
Connor, Clark & Lunn Investment Management Ltd. 0.00% New 59,423 $601K
Dark Forest Capital Management LP 0.04% Add +38.2% 58,359 $591K
Oberweis Asset Management Inc./ 0.01% No change 57,750 $584K
Arizona State Retirement System 0.00% Reduce -3.9% 52,158 $528K
Krilogy Financial LLC 0.02% Add +82.3% 52,137 $528K
Vanguard Investments Australia, Ltd. 0.00% No change 50,577 $512K
VIRGINIA RETIREMENT SYSTEMS ET Al 0.00% Reduce -63.1% 50,175 $508K
Y-Intercept (Hong Kong) Ltd 0.01% Reduce -45.3% 49,953 $506K
Zurcher Kantonalbank (Zurich Cantonalbank) 0.00% Reduce -42.5% 49,875 $505K
Glenmede Trust Co. NA 0.00% New 49,725 $503K
Mirabella Financial Services LLP 0.05% New 49,565 $502K
Intech Investment Management LLC 0.00% Reduce -18.3% 49,081 $497K
Axq Capital, LP 0.05% Reduce -10.6% 48,909 $495K
Vanguard Personalized Indexing Management, LLC 0.00% Add +2.9% 48,735 $493K
EntryPoint Capital, LLC 0.12% Reduce -36.1% 47,994 $486K
Aviva PLC 0.00% Reduce -15.7% 47,806 $484K
Rockefeller Capital Management L.P. 0.00% Reduce -3.6% 47,517 $481K
Pathstone Holdings, LLC 0.00% Reduce -12.3% 46,726 $473K
Centiva Capital, LP 0.02% New 46,476 $470K
State Board of Administration of Florida Retirement System 0.00% No change 46,260 $468K
Pier 88 Investment Partners LLC 0.77% Add +21.8% 45,800 $463K
Vise Technologies, Inc. 0.01% Add +180.6% 45,689 $462K
NorthCrest Asset Manangement, LLC 0.01% Add +184.9% 44,163 $459K
Integrated Wealth Concepts LLC 0.00% Add +116.0% 44,010 $445K
KLP Kapitalforvaltning As 0.00% No change 43,800 $443K
Jasper Ridge Partners, L.P. 0.01% No change 43,439 $440K
Blueshift Asset Management, LLC 0.10% Add +151.6% 41,230 $417K
Inceptionr LLC 0.09% New 37,992 $384K
Archer Investment Corp 0.07% New 36,917 $374K
Tidal Investments LLC 0.00% New 36,917 $374K
DRW Securities, LLC 0.02% Reduce -45.9% 36,886 $373K
Teacher Retirement System of Texas 0.00% Reduce -39.0% 36,879 $373K
Oak Associates Ltd. 0.02% Add +128.6% 36,297 $367K
Waddell & Associates, LLC 0.02% Add +138.7% 35,228 $357K
Chicago Partners Investment Group LLC 0.01% Add +71.8% 35,818 $350K
Caerus Investment Advisors, LLC 0.12% Add +92.9% 34,202 $346K
EP Wealth Advisors, LLC 0.00% Add +16.2% 34,058 $345K
Man Group plc 0.00% Add +49.0% 33,321 $337K
Sanctuary Advisors, LLC 0.00% New 31,396 $318K
Mitsubishi UFJ Trust & Banking Corp 0.00% New 31,349 $317K
Fox Run Management, L.L.C. 0.05% Add +93.5% 31,077 $314K
MAI Capital Management 0.00% Add +1383.3% 31,030 $314K
Swiss Life Asset Management Ltd 0.00% Add +15.1% 30,887 $313K
IMC-Chicago, LLC 0.00% Reduce -52.0% 29,674 $300K
Sterling Capital Management LLC 0.01% Add +2072.6% 29,439 $298K
Evergreen Capital Management LLC 0.01% Reduce -4.0% 29,378 $297K
LPL Financial LLC 0.00% Add +6.4% 29,262 $296K
Pictet Asset Management Holding SA 0.00% No change 29,085 $294K
Truvestments Capital LLC 0.04% Reduce -6.7% 29,066 $294K
Bull Harbor Capital LLC 0.06% Add +74.6% 28,741 $291K
Quent Capital, LLC 0.02% No change 28,500 $288K
HB Wealth Management, LLC 0.00% New 28,410 $288K
ProShare Advisors LLC 0.00% Reduce -7.0% 28,115 $285K
Quantbot Technologies LP 0.01% Reduce -82.0% 28,079 $284K
Cornerstone Investment Partners, LLC 0.01% New 27,485 $278K
Parcion Private Wealth LLC 0.01% New 25,950 $263K
Proficio Capital Partners LLC 0.01% New 25,811 $261K
Bleakley Financial Group, LLC 0.00% New 24,992 $253K
Osaic Holdings, Inc. 0.00% Add +147.3% 24,982 $253K
Praxis Investment Management Inc. 0.01% Add +26.8% 24,939 $252K
Summit Trail Advisors, LLC 0.00% Reduce -3.1% 24,658 $250K
Mangrove Partners Im, LLC 0.02% New 24,492 $248K
Magnetar Financial LLC 0.00% Reduce -80.8% 23,392 $237K
Waverly Advisors, LLC 0.00% New 23,368 $236K
Versant Capital Management, Inc 0.02% Reduce -10.5% 23,083 $234K
Hennion & Walsh Asset Management, Inc. 0.01% New 22,510 $228K
Curi Capital, LLC 0.00% New 22,033 $223K
Ingalls & Snyder LLC 0.01% No change 21,750 $220K
Public Employees Retirement Association of Colorado 0.00% No change 21,471 $217K
Xponance LLC 0.00% Add +10.9% 21,206 $215K
Equitable Holdings, Inc. 0.00% Add +93.6% 21,163 $214K
J. Safra Sarasin Holding AG 0.00% New 20,953 $212K
Allworth Financial LP 0.00% Add +149.9% 20,936 $212K
Walleye Trading LLC 0.00% New 20,595 $208K
Capstone Investment Advisors, LLC 0.00% Reduce -50.4% 19,947 $202K
Evolve Private Wealth, LLC 0.01% New 19,924 $202K
Ensign Peak Advisors, Inc 0.00% No change 19,572 $198K
Ameritas Investment Partners, Inc. 0.01% Add +16.1% 19,488 $197K
New York State Teachers Retirement System 0.00% Add +21.6% 19,049 $193K
QTR Family Wealth, LLC 0.07% New 19,044 $193K
Perigon Wealth Management, LLC 0.00% Add +46.3% 17,622 $178K
Bailard, Inc. 0.00% New 16,500 $167K
EverSource Wealth Advisors, LLC 0.01% Add +154.2% 16,421 $166K
Clearstead Advisors, LLC 0.00% Reduce -46.9% 16,138 $163K
Aigen Investment Management, LP 0.04% New 15,542 $157K
Covestor Ltd 0.09% Add +88.6% 14,994 $152K
Blackstone Inc. 0.00% New 14,850 $150K
Prelude Capital Management, LLC 0.01% Reduce -31.7% 14,700 $149K
Sequoia Financial Advisors, LLC 0.00% Reduce -11.1% 14,358 $145K
Jackson Thornton Wealth Management, LLC 0.01% New 14,308 $145K
Mirae Asset Global Investments Co., Ltd. 0.00% Reduce -31.8% 14,260 $144K
VestGen Advisors, LLC 0.00% Add +17.6% 14,244 $144K
Allegiance Financial Group Advisory Services LLC 0.02% New 14,214 $144K
Capula Management Ltd 0.00% Add +6.2% 13,918 $141K
Kaufman Rossin Wealth, LLC 0.07% New 13,499 $140K
Simplex Trading, LLC 0.00% Add +419.3% 13,709 $139K
Rothschild Wealth LLC 0.01% New 13,570 $137K
Greenwich Wealth Management LLC 0.01% New 13,537 $137K
Heron Bay Capital Management 0.01% Add +20.5% 13,526 $137K
Envestnet Asset Management Inc. 0.00% Reduce -36.5% 13,477 $136K
Transcend Capital Advisors, LLC 0.01% New 12,783 $129K
Leonteq Securities AG 0.01% Add +111.7% 12,704 $129K
Abundance Wealth Counselors 0.01% New 12,552 $127K
Cary Street Partners Financial LLC 0.00% No change 12,425 $126K
Northwest Wealth Management, LLC 0.02% New 12,257 $124K
Pure Financial Advisors, LLC 0.00% New 12,102 $122K
Impact Capital Partners LLC 0.03% New 12,033 $122K
State of Alaska, Department of Revenue 0.00% No change 11,901 $120K
Mission Wealth Management, LP 0.00% New 11,582 $117K
Nisa Investment Advisors, LLC 0.00% Add +136.3% 11,475 $116K
Parsons Capital Management Inc. 0.01% No change 11,058 $112K
NewEdge Advisors, LLC 0.00% New 10,890 $110K
Topline Capital Management, LLC 0.03% Reduce -99.8% 10,860 $110K
Callan Family Office, LLC 0.00% New 10,704 $108K
Lido Advisors, LLC 0.00% Add +1.6% 10,665 $108K
Farther Finance Advisors, LLC 0.00% Add +60.0% 10,635 $108K
Signaturefd, LLC 0.00% Add +34.0% 10,563 $107K
Abel Hall, LLC 0.02% New 10,428 $106K
Am Investment Strategies LLC 0.02% No change 10,000 $101K
Acadian Asset Management LLC 0.00% Reduce -96.3% 10,231 $101K
Essential Partners LLC 0.05% Reduce -12.2% 9,850 $100K
Royal Bank of Canada 0.00% Add +497.2% 9,704 $98K
Bayforest Capital Ltd 0.08% Reduce -1.8% 9,067 $92K
IFP Advisors, Inc 0.00% Add +51.6% 8,120 $82K
Danske Bank A/S 0.00% No change 8,000 $81K
KBC Group NV 0.00% No change 7,730 $78K
State of Wyoming 0.01% Reduce -50.8% 7,398 $75K
Fifth Third Bancorp 0.00% Add +323.3% 6,899 $70K
True Wealth Design, LLC 0.01% Add +191.1% 6,209 $63K
Rothschild Investment LLC 0.00% Add +94.1% 6,094 $62K
Tower Research Capital LLC (TRC) 0.00% Reduce -75.5% 5,747 $58K
Delta Asset Management LLC 0.00% No change 5,085 $51K
SBI Securities Co., Ltd. 0.00% Reduce -12.3% 3,490 $35K
Cullen/Frost Bankers, Inc. 0.00% Add +8.8% 3,358 $34K
Nykredit A/S 0.00% — 2,735 $28K
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.00% Add +16.2% 2,634 $27K
Jones Financial Companies LLLP 0.00% Add +48.4% 2,279 $22K
Smartleaf Asset Management LLC 0.00% No change 1,846 $19K
US Bancorp \de 0.00% Add +441.4% 1,846 $19K
Huntington National Bank 0.00% No change 1,812 $18K
MassMutual Private Wealth & Trust, FSB 0.00% No change 1,455 $15K
Kilter Group LLC 0.00% Add +0.9% 1,148 $12K
GAMMA Investing LLC 0.00% Add +26.0% 1,101 $11K
Harbor Investment Advisory, LLC 0.00% No change 1,076 $11K
PNC Financial Services Group, Inc. 0.00% Add +27.5% 1,019 $10K
Pinnacle Wealth Planning Services, Inc. 0.00% Add +3957.1% 852 $9K
Los Angeles Capital Management LLC 0.00% No change 808 $8K
Fortitude Family Office, LLC 0.00% New 664 $7K
Basecamp Wealth Advisors LLC 0.00% Add +239.8% 615 $6K
Parallel Advisors, LLC 0.00% Add +118.9% 613 $6K
SJS Investment Consulting Inc. 0.00% Add +239.1% 512 $5K
SHP Wealth Management 0.00% New 500 $5K
Private Wealth Management Group, LLC 0.00% No change 498 $5K
North Star Investment Management Corp. 0.00% New 491 $5K
Larson Financial Group LLC 0.00% Add +5.4% 427 $4K
Global Retirement Partners, LLC 0.00% — 407 $4K
JPL Wealth Management, LLC 0.00% Add +9.5% 311 $3K
Continuum Advisory, LLC 0.00% New 297 $3K
Wealth Enhancement Trust Services, Inc. 0.00% New 292 $3K
Fulcrum Asset Management LLP 0.00% New 278 $3K
Quarry LP 0.00% New 269 $3K
Optiver Holding B.V. 0.00% Reduce -96.2% 238 $2K
Parkside Financial Bank & Trust 0.00% No change 235 $2K
Godfrey Financial Associates, Inc. 0.00% No change 218 $2K
Avion Wealth 0.00% Add +31.2% 265 $2K
Cary Street Partners Investment Advisory LLC 0.00% Add +151.4% 176 $2K
Physician Wealth Advisors, Inc. 0.00% Add +168.3% 169 $2K
TD Private Client Wealth LLC 0.00% New 162 $2K
Atlantic Union Bankshares Corp 0.00% New 150 $2K
Hughes Financial Services, LLC 0.00% Add +2640.0% 137 $1K
Federation des caisses Desjardins du Quebec 0.00% No change 128 $1K
Transamerica Financial Advisors, LLC 0.00% Add +391.3% 113 $1K
Caitong International Asset Management Co., Ltd 0.00% Add +34.2% 102 $1K
Financial Consulate, Inc. 0.00% No change 100 $1K
Capital Advisors, Ltd. LLC 0.00% Reduce -2.8% 69 $1K
Bare Financial Services, Inc 0.00% Reduce -48.1% 67 $678
Cornerstone Financial Management LLC 0.00% No change 64 $648
Rialto Wealth Management, LLC 0.00% New 62 $628
Breakwater Investment Management 0.00% No change 61 $618
Steward Partners Investment Advisory, LLC 0.00% New 61 $617
CVA Family Office, LLC 0.00% No change 60 $607
Zions Bancorporation, National Association 0.00% No change 47 $476
Silver Grove Financial Group, Inc. 0.00% New 46 $466
Cornerstone Planning Group LLC 0.00% No change 27 $272
Creative Capital Management Investments LLC 0.00% New 14 $142
National Bank of Canada 0.00% Reduce -90.1% 10 $101
CoreCap Advisors, LLC 0.00% No change 10 $101
HFM Investment Advisors, LLC 0.00% New 3 $31
DecisionPoint Financial, LLC 0.00% New 2 $21
DiNuzzo Private Wealth, Inc. 0.00% No change 2 $21
LRI Investments, LLC 0.00% New 2 $20
Keating Financial Advisory Services, Inc. 0.00% Add +100.0% 2 $20
Maryland Capital Advisors Inc. 0.00% — 1 $11
Raffa Wealth Management, LLC 0.00% No change 1 $10
Bay Harbor Wealth Management, LLC 0.00% No change 1 $10
Navigoe, LLC 0.00% New 3 $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.