undamentalytics Newsletter

Freshworks Inc.: which funds bought and sold

Institutions that bought and sold Freshworks shares in Q2 2026, from the holdings they reported to the SEC on Form 13F for March 31, 2026 and June 30, 2026.

Between March 31, 2026 and June 30, 2026, 214 institutions that filed 13F reports for both quarters added to or opened positions in Freshworks, and 130 cut or closed them. Together they added a net 1.2M shares, +0.6% on what they held at the start of the quarter. Active managers and hedge funds on our list were net buyers of 4.2M shares (+7.9%); index fund managers were net buyers of 4.5M shares (+7.6%). 67 opened a new position and 56 sold out entirely.

Bought, Q2 2026 214 institutions, 67 of them new holders Sold, Q2 2026 130 institutions, 56 of them sold out
Net change, all compared +1.2M shares (+0.6%)
Net change, active managers +4.2M shares (+7.9%), 30 bought, 26 sold

Buyers versus sellers

institutions compared, 390
Active managers and hedge funds 30 bought · 26 sold · +4.2M
Index fund managers 10 bought · 1 sold · +4.5M
Other institutions 174 bought · 103 sold · −7.5M

Biggest buyers

by change in shares held
Biggest buyers
Institution Change in shares Shares June 30, 2026 Value
Haveli Investment Management LLC +8.2M New position 8.2M $83M
AQR Capital Management LLC Hedge fund +6.2M +131.0% 11.0M $111M
Arrowstreet Capital, Limited Partnership Hedge fund +5.2M New position 5.2M $52.2M
LSV Asset Management Active manager +2.9M +14020.7% 2.9M $29.6M
Morgan Stanley +2.7M +120.1% 4.9M $49.5M
Blackrock, Inc. Index funds +2.6M +15.1% 19.6M $198M
Citadel Advisors LLC Hedge fund +2.4M +54.7% 6.8M $69.2M
HRT Financial LP +1.6M +60.9% 4.2M $42.3M
Balyasny Asset Management L.P. Hedge fund +1.5M New position 1.5M $15.6M
Millennium Management LLC Hedge fund +1.5M +369.0% 1.9M $18.9M
Jane Street Group, LLC +978K +51.9% 2.9M $29M
Voleon Capital Management LP Hedge fund +772K +1163.2% 838K $8.5M
State Street Corp Index funds +605K +12.0% 5.7M $57.2M
Dimensional Fund Advisors LP +590K +22.7% 3.2M $32.3M
Prudential Financial Inc +510K +436.1% 627K $6.3M
Assenagon Asset Management S.A. +507K New position 507K $5.1M
Geode Capital Management, LLC Index funds +469K +9.1% 5.6M $57.1M
Mariner, LLC +432K +322.1% 566K $5.7M
Federated Hermes, Inc. Active manager +409K +43.2% 1.4M $13.7M
Cinctive Capital Management LP Hedge fund +409K New position 409K $4.1M

Biggest sellers

by change in shares held
Biggest sellers
Institution Change in shares Shares June 30, 2026 Value
Peak Xv Partners Operations LLC −8.2M Sold out 0 —
Alyeska Investment Group, L.P. Hedge fund −6.5M Sold out 0 —
Topline Capital Management, LLC −5.9M −99.8% 11K $109,903
Westbridge Capital Management, LLC −5.5M −41.3% 7.9M $79.5M
D. E. Shaw & Co., Inc. Hedge fund −4.2M −86.1% 674K $6.8M
Healthcare Of Ontario Pension Plan Trust Fund −1.4M Sold out 0 —
Bank Of America Corp −1.3M −63.2% 784K $7.9M
Renaissance Technologies LLC Hedge fund −1.3M −29.3% 3.2M $32.7M
Franklin Resources Inc Active manager −1.1M −89.8% 128K $1.3M
Walleye Capital LLC Hedge fund −1.1M −90.7% 116K $1.2M
Qube Research & Technologies Ltd Hedge fund −1.1M Sold out 0 —
Westerly Capital Management, LLC −1.1M −57.9% 800K $8.1M
UBS Group AG −1.1M −58.6% 755K $7.6M
Jpmorgan Chase & Co −895K −62.6% 534K $5.5M
Two Sigma Investments, LP Hedge fund −874K −61.4% 548K $5.5M
Susquehanna International Group, LLP −708K −74.0% 249K $2.5M
Jupiter Asset Management Ltd Active manager −586K −11.8% 4.4M $44.5M
Ceera Investments, LLC −367K Sold out 0 —
Verition Fund Management LLC Hedge fund −355K Sold out 0 —
Point72 Asset Management, L.P. Hedge fund −319K −14.6% 1.9M $18.9M

New positions

largest by value
InstitutionSharesValue June 30, 2026
Haveli Investment Management LLC 8.2M $83M
Arrowstreet Capital, Limited PartnershipHedge fund 5.2M $52.2M
Balyasny Asset Management L.P.Hedge fund 1.5M $15.6M
Assenagon Asset Management S.A. 507K $5.1M
Cinctive Capital Management LPHedge fund 409K $4.1M
Schonfeld Strategic Advisors LLCHedge fund 209K $2.1M
Nomura Asset Management International Inc. 139K $1.4M
Picton Mahoney Asset Management 126K $1.3M
Jain Global LLCHedge fund 101K $1M
Palogic Value Management, L.P. 90K $911,802

Sold out

largest by value
InstitutionSharesValue March 31, 2026
Peak Xv Partners Operations LLC 8.2M $110M
Alyeska Investment Group, L.P.Hedge fund 6.5M $51.8M
Healthcare Of Ontario Pension Plan Trust Fund 1.4M $11.6M
Qube Research & Technologies LtdHedge fund 1.1M $8.9M
Ceera Investments, LLC 367K $2.9M
Verition Fund Management LLCHedge fund 355K $2.8M
Exoduspoint Capital Management, LPHedge fund 299K $2.4M
Tudor Investment Corp Et AlHedge fund 259K $2.1M
Numerai Gp LLC 214K $1.7M
Centerbook Partners LPHedge fund 203K $1.6M

Who holds the shares

13F holdings at June 30, 2026
Institutions reporting
341
Ten largest holders
51.1%
of 13F-reported shares
Index fund managers
30.0%
of 13F-reported shares
Active managers and hedge funds
27.5%
of 13F-reported shares
Buying and selling by type of institution, March 31, 2026 to June 30, 2026
TypeBoughtSoldNewSold outNet change in sharesNet %
Active managers and hedge funds 30 26 7 11 +4.2M +7.9%
Index fund managers 10 1 0 0 +4.5M +7.6%
Other institutions 174 103 60 45 −7.5M −7.8%

Active managers and hedge funds: a list we maintain of about 400 well-known stock-picking firms and hedge funds, matched by SEC registration number (CIK) and checked against the filer names each quarter. Index fund managers: the large index houses, such as BlackRock, Vanguard, State Street, Geode and Northern Trust. Every other filer (banks, brokers, wealth managers, pension funds, insurers and firms not on the list) counts as another institution. A firm that files under several SEC registrations appears once for each.

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