FRSH · Company research

Freshworks Inc. Class A Common Stock (FRSH): Ownership & Institutional Holders

Reported institutional positions. Filing dates and sources matter.

RESEARCH CONTEXT

Understand the numbers

Reported institutional positions. Filing dates and sources matter. Use period, currency, units and source fields when interpreting values.

80records availableTechnology

Ownership & Institutional Holders data

Database-backed records only

80 rows
holder namecikperiod endshares heldmarket valueownership percentshares changeshares change percentfiling datedata source
Parallel Advisors, LLC1690010Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time)6136204———Aug 5, 2026SEC_13F_DATASET
US BANCORP \DE\36104Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time)184618682———Aug 12, 2026SEC_13F_DATASET
NorthCrest Asset Manangement, LLC1893159Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time)44163459295———Jul 15, 2026SEC_13F_DATASET
Zurcher Kantonalbank (Zurich Cantonalbank)1368163Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time)49875504735———Aug 12, 2026SEC_13F_DATASET
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC1632972Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time)3646403318373———Jul 15, 2026SEC_13F_DATASET
KBC Group NV1411133Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time)773078———Aug 5, 2026SEC_13F_DATASET
EVOLVE PRIVATE WEALTH, LLC2111131Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time)19924201631———Aug 12, 2026SEC_13F_DATASET
SIMPLEX TRADING, LLC1488542Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time)1531001549372———Aug 12, 2026SEC_13F_DATASET
Topline Capital Management, LLC1792549Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time)10860109903———Aug 14, 2026SEC_13F_DATASET
Quent Capital, LLC1912338Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time)28500288420———Aug 7, 2026SEC_13F_DATASET
Gagnon Advisors, LLC1599466Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time)7762127855265———Aug 5, 2026SEC_13F_DATASET
WESTERLY CAPITAL MANAGEMENT, LLC1546172Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time)8000008096000———Aug 14, 2026SEC_13F_DATASET
Heron Bay Capital Management1842149Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time)13526136883———Aug 11, 2026SEC_13F_DATASET
VANGUARD PORTFOLIO MANAGEMENT LLC2100121Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time)15910270161011932———Aug 13, 2026SEC_13F_DATASET
Cornerstone Investment Partners, LLC1328062Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time)27485278148———Aug 7, 2026SEC_13F_DATASET
Brevan Howard Capital Management LP1512857Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time)5255835318900———Aug 14, 2026SEC_13F_DATASET
Waverly Advisors, LLC1568787Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time)23368236484———Aug 14, 2026SEC_13F_DATASET
Inscription Capital, LLC1767868Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time)78381793216———Aug 13, 2026SEC_13F_DATASET
PRAXIS INVESTMENT MANAGEMENT INC1056825Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time)24939252———Aug 4, 2026SEC_13F_DATASET
AMERIPRISE FINANCIAL INC820027Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time)2455432484894———Aug 14, 2026SEC_13F_DATASET
VANGUARD CAPITAL MANAGEMENT LLC2100119Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time)10450026105754263———Aug 13, 2026SEC_13F_DATASET
Ameritas Investment Partners, Inc.1055980Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time)19488197219———Aug 13, 2026SEC_13F_DATASET
EverSource Wealth Advisors, LLC1710537Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time)104510575———Jul 24, 2026SEC_13F_DATASET
RHUMBLINE ADVISERS1115418Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time)2770722803959———Aug 12, 2026SEC_13F_DATASET
Assenagon Asset Management S.A.1546007Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time)2534522564934———Jul 8, 2026SEC_13F_DATASET
Amundi1330387Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time)1011391023527———Aug 11, 2026SEC_13F_DATASET
FEDERATED HERMES, INC.1056288Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time)128013412954956———Aug 12, 2026SEC_13F_DATASET
Vanguard Personalized Indexing Management, LLC1767306Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time)48735493198———Aug 11, 2026SEC_13F_DATASET
Corient Private Wealth LP1948780Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time)4133694183297———Aug 12, 2026SEC_13F_DATASET
CoreCap Advisors, LLC1902501Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time)10101———Jul 6, 2026SEC_13F_DATASET
Allworth Financial LP1555170Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time)20936211873———Aug 11, 2026SEC_13F_DATASET
NewEdge Advisors, LLC1633516Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time)10890110207———Aug 12, 2026SEC_13F_DATASET
ENVESTNET ASSET MANAGEMENT INC1407543Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time)13477136387———Aug 3, 2026SEC_13F_DATASET
Versant Capital Management, Inc1735057Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time)23083233600———Jul 2, 2026SEC_13F_DATASET
Pure Financial Advisors, LLC1571556Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time)12102122472———Aug 17, 2026SEC_13F_DATASET
GOLDMAN SACHS GROUP INC886982Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time)7041207125694———Aug 14, 2026SEC_13F_DATASET
MIRABELLA FINANCIAL SERVICES LLP1538853Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time)49565501598———Jul 31, 2026SEC_13F_DATASET
HRT FINANCIAL LP1475597Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time)418297342331———Aug 14, 2026SEC_13F_DATASET
Man Group plc1637460Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time)33321337209———Aug 14, 2026SEC_13F_DATASET
DRW Securities, LLC1481986Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time)36886373286———Aug 14, 2026SEC_13F_DATASET
Atlantic Union Bankshares Corp883948Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time)1501518———Aug 11, 2026SEC_13F_DATASET
Dalton Investments, Inc.1388838Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time)1345191361332———Aug 11, 2026SEC_13F_DATASET
CITIGROUP INC831001Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time)2520452550695———Aug 3, 2026SEC_13F_DATASET
Kilter Group LLC2058915Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time)114811618———Aug 11, 2026SEC_13F_DATASET
JACKSON THORNTON WEALTH MANAGEMENT, LLC1903880Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time)867587791———Aug 6, 2026SEC_13F_DATASET
Tower Research Capital LLC (TRC)1533421Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time)661———Aug 11, 2026SEC_13F_DATASET
CastleKnight Management LP1835751Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time)2685002717220———Aug 14, 2026SEC_13F_DATASET
Rialto Wealth Management, LLC2054966Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time)62628———Aug 11, 2026SEC_13F_DATASET
TWO SIGMA INVESTMENTS, LP1179392Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time)5480595546357———Aug 14, 2026SEC_13F_DATASET
CREDIT AGRICOLE S A1191672Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time)83000839960———Aug 14, 2026SEC_13F_DATASET
Cornerstone Financial Management LLC2110329Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time)64648———Aug 12, 2026SEC_13F_DATASET
J. Safra Sarasin Holding AG1890222Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time)20953212107———Jul 31, 2026SEC_13F_DATASET
Vise Technologies, Inc.1812090Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time)45689462375———Aug 11, 2026SEC_13F_DATASET
PRELUDE CAPITAL MANAGEMENT, LLC1387508Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time)14700148764———Aug 14, 2026SEC_13F_DATASET
Hillsdale Investment Management Inc.1368465Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time)1316001331792———Aug 12, 2026SEC_13F_DATASET
Mirae Asset Global Investments Co., Ltd.1569395Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time)14260144311———Jul 22, 2026SEC_13F_DATASET
INTECH INVESTMENT MANAGEMENT LLC1086318Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time)49081496700———Aug 10, 2026SEC_13F_DATASET
FIRST TRUST ADVISORS LP1125816Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time)1821051842902———Aug 11, 2026SEC_13F_DATASET
STRS OHIO820478Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time)1087001100044———Jul 30, 2026SEC_13F_DATASET
Blackstone Inc.1393818Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time)14850150282———Aug 14, 2026SEC_13F_DATASET
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO315297Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time)21471217———Aug 11, 2026SEC_13F_DATASET
Sixth Street Partners Management Company, L.P.1812095Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time)179910118206902———Aug 14, 2026SEC_13F_DATASET
Swiss National Bank1582202Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time)3793003838516———Aug 11, 2026SEC_13F_DATASET
Optimus Prime Fund Management Co., Ltd.1732539Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time)112000011334400———Aug 14, 2026SEC_13F_DATASET
Merit Financial Group, LLC1621225Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time)89755908321———Jul 17, 2026SEC_13F_DATASET
Truvestments Capital LLC1750405Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time)29066294148———Aug 12, 2026SEC_13F_DATASET
DARK FOREST CAPITAL MANAGEMENT LP1853322Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time)58359590593———Aug 14, 2026SEC_13F_DATASET
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM1081019Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time)2198519217245———Aug 24, 2026SEC_13F_DATASET
Mitsubishi UFJ Trust & Banking Corp1462160Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time)31349317252———Aug 6, 2026SEC_13F_DATASET
MORGAN STANLEY895421Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time)4051324099936———Aug 13, 2026SEC_13F_DATASET
CARY STREET PARTNERS FINANCIAL LLC1475045Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time)12425125741———Jul 17, 2026SEC_13F_DATASET
EP Wealth Advisors, LLC1540569Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time)34058344667———Aug 12, 2026SEC_13F_DATASET
NISA INVESTMENT ADVISORS, LLC937615Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time)11475116127———Aug 10, 2026SEC_13F_DATASET
Centiva Capital, LP1692507Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time)46476470337———Aug 13, 2026SEC_13F_DATASET
DEUTSCHE BANK AG\948046Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time)2226372253086———Aug 7, 2026SEC_13F_DATASET
HB Wealth Management, LLC1911253Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time)28410287509———Jul 29, 2026SEC_13F_DATASET
Invesco Ltd.914208Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time)4551174605784———Aug 14, 2026SEC_13F_DATASET
Quantinno Capital Management LP1759654Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time)9086999196034———Aug 13, 2026SEC_13F_DATASET
AdvisorShares Investments LLC1425930Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time)61000617320———Aug 11, 2026SEC_13F_DATASET
Fulcrum Asset Management LLP1353395Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time)2782838———Aug 18, 2026SEC_13F_DATASET

Informational research only, not financial advice. Forecasts are uncertain and can be wrong.