Filing Research | FRSH - FRESHWORKS INC Institutional Holdings

Snapshot holdings

49 / 49 loaded

#		Instrument	quantity
1	WestBridge Capital Management, LLC	Shares	7.9MSH	$79.5M
2	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	364.6KSH	$3.3M
3	Assenagon Asset Management S.A.	Shares	253.5KSH	$2.6M
4	LAVELLE CAPITAL LP	Shares	204.2KSH	$2.1M
5	HERALD INVESTMENT MANAGEMENT Ltd	Shares	190.0KSH	$1.9M
6	Merit Financial Group, LLC	Shares	114.1KSH	$1.2M
7	Police & Firemen's Retirement System of New Jersey	Shares	63.3KSH	$640.9K
8	Y-Intercept (Hong Kong) Ltd	Shares	50.0KSH	$505.5K
9	NorthCrest Asset Manangement, LLC	Shares	44.2KSH	$459.3K
10	WADDELL & ASSOCIATES, LLC	Shares	35.2KSH	$356.5K
11	EVERGREEN CAPITAL MANAGEMENT LLC	Shares	29.4KSH	$297.3K
12	Versant Capital Management, Inc	Shares	23.1KSH	$233.6K
13	Hennion & Walsh Asset Management, Inc.	Shares	22.5KSH	$227.8K
14	EverSource Wealth Advisors, LLC	Shares	16.4KSH	$166.2K
15	Sequoia Financial Advisors, LLC	Shares	14.4KSH	$145.3K
16	Mirae Asset Global Investments Co., Ltd.	Shares	14.3KSH	$144.3K
17	Kaufman Rossin Wealth, LLC	Shares	13.5KSH	$140.4K
18	Abundance Wealth Counselors	Shares	12.6KSH	$127.0K
19	CARY STREET PARTNERS FINANCIAL LLC	Shares	12.4KSH	$125.7K
20	NORTHWEST WEALTH MANAGEMENT, LLC	Shares	12.3KSH	$124.0K
21	Impact Capital Partners LLC	Shares	12.0KSH	$121.8K
22	MISSION WEALTH MANAGEMENT, LP	Shares	11.6KSH	$117.2K
23	PARSONS CAPITAL MANAGEMENT INC/RI	Shares	11.1KSH	$111.9K
24	Farther Finance Advisors, LLC	Shares	10.6KSH	$107.8K
25	SIGNATUREFD, LLC	Shares	10.6KSH	$106.9K
26	Abel Hall, LLC	Shares	10.4KSH	$105.5K
27	IFP Advisors, Inc	Shares	8.1KSH	$82.2K
28	True Wealth Design, LLC	Shares	6.2KSH	$62.8K
29	SBI Securities Co., Ltd.	Shares	3.5KSH	$35.3K
30	MassMutual Private Wealth & Trust, FSB	Shares	1.5KSH	$14.7K
31	GAMMA Investing LLC	Shares	1.1KSH	$11.1K
32	HARBOR INVESTMENT ADVISORY, LLC	Shares	1.1KSH	$10.9K
33	Fortitude Family Office, LLC	Shares	664SH	$6.7K
34	SJS Investment Consulting Inc.	Shares	512SH	$5.2K
35	Wealth Enhancement Trust Services, Inc.	Shares	292SH	$3.0K
36	CARY STREET PARTNERS INVESTMENT ADVISORY LLC	Shares	176SH	$1.8K
37	Physician Wealth Advisors, Inc.	Shares	169SH	$1.7K
38	Hughes Financial Services, LLC	Shares	137SH	$1.4K
39	FINANCIAL CONSULATE, INC	Shares	100SH	$1.0K
40	Handelsbanken Fonder AB	Shares	60.0KSH	$607
41	NEW YORK STATE TEACHERS RETIREMENT SYSTEM	Shares	19.0KSH	$193
42	Creative Capital Management Investments LLC	Shares	14SH	$142
43	State of Alaska, Department of Revenue	Shares	11.9KSH	$120
44	AM INVESTMENT STRATEGIES LLC	Shares	10.0KSH	$101
45	CoreCap Advisors, LLC	Shares	10SH	$101
46	DiNuzzo Private Wealth, Inc.	Shares	2SH	$21
47	LRI Investments, LLC	Shares	2SH	$20
48	MARYLAND CAPITAL ADVISORS INC.	Shares	1SH	$11
49	Capital Advisors, Ltd. LLC	Shares	69SH	$1

Manager changes2026-06-30 vs 2026-03-31

50 / 54 loaded

#		Instrument
1	Assenagon Asset Management S.A. new	Shares	+253.5K	+$2.6M	$2.6M
2	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added	Shares	+244.4K	+$2.4M	$3.3M
3	Merit Financial Group, LLC added	Shares	+84.8K	+$919.7K	$1.2M
4	LAVELLE CAPITAL LP added	Shares	+52.6K	+$849.3K	$2.1M
5	HERALD INVESTMENT MANAGEMENT Ltd unchanged	Shares	0	+$397.1K	$1.9M
6	NorthCrest Asset Manangement, LLC added	Shares	+28.7K	+$330.3K	$459.3K
7	WADDELL & ASSOCIATES, LLC added	Shares	+20.5K	+$238.0K	$356.5K
8	Hennion & Walsh Asset Management, Inc. new	Shares	+22.5K	+$227.8K	$227.8K
9	Police & Firemen's Retirement System of New Jersey added	Shares	+10.1K	+$213.3K	$640.9K
10	Kaufman Rossin Wealth, LLC new	Shares	+13.5K	+$140.4K	$140.4K
11	Abundance Wealth Counselors new	Shares	+12.6K	+$127.0K	$127.0K
12	NORTHWEST WEALTH MANAGEMENT, LLC new	Shares	+12.3K	+$124.0K	$124.0K
13	Impact Capital Partners LLC new	Shares	+12.0K	+$121.8K	$121.8K
14	MISSION WEALTH MANAGEMENT, LP new	Shares	+11.6K	+$117.2K	$117.2K
15	EverSource Wealth Advisors, LLC added	Shares	+10.0K	+$114.3K	$166.2K
16	Abel Hall, LLC new	Shares	+10.4K	+$105.5K	$105.5K
17	Farther Finance Advisors, LLC added	Shares	+4.0K	+$54.1K	$107.8K
18	EVERGREEN CAPITAL MANAGEMENT LLC trimmed	Shares	-1.2K	+$51.6K	$297.3K
19	True Wealth Design, LLC added	Shares	+4.1K	+$45.7K	$62.8K
20	SIGNATUREFD, LLC added	Shares	+2.7K	+$43.6K	$106.9K
21	IFP Advisors, Inc added	Shares	+2.8K	+$39.2K	$82.2K
22	Versant Capital Management, Inc trimmed	Shares	-2.7K	+$26.5K	$233.6K
23	CARY STREET PARTNERS FINANCIAL LLC unchanged	Shares	0	+$26.0K	$125.7K
24	PARSONS CAPITAL MANAGEMENT INC/RI unchanged	Shares	0	+$23.1K	$111.9K
25	Sequoia Financial Advisors, LLC trimmed	Shares	-1.8K	+$15.6K	$145.3K
26	Fortitude Family Office, LLC new	Shares	+664	+$6.7K	$6.7K
27	GAMMA Investing LLC added	Shares	+227	+$4.1K	$11.1K
28	SJS Investment Consulting Inc. added	Shares	+361	+$4.0K	$5.2K
29	SBI Securities Co., Ltd. trimmed	Shares	-487	+$3.4K	$35.3K
30	MassMutual Private Wealth & Trust, FSB unchanged	Shares	0	+$3.0K	$14.7K
31	Wealth Enhancement Trust Services, Inc. new	Shares	+292	+$3.0K	$3.0K
32	HARBOR INVESTMENT ADVISORY, LLC unchanged	Shares	0	+$2.2K	$10.9K
33	Hughes Financial Services, LLC added	Shares	+132	+$1.3K	$1.4K
34	CARY STREET PARTNERS INVESTMENT ADVISORY LLC added	Shares	+106	+$1.2K	$1.8K
35	Physician Wealth Advisors, Inc. added	Shares	+106	+$1.2K	$1.7K
36	Handelsbanken Fonder AB added	Shares	+16.6K	+$258	$607
37	FINANCIAL CONSULATE, INC unchanged	Shares	0	+$209	$1.0K
38	Creative Capital Management Investments LLC new	Shares	+14	+$142	$142
39	NEW YORK STATE TEACHERS RETIREMENT SYSTEM added	Shares	+3.4K	+$67	$193
40	State of Alaska, Department of Revenue unchanged	Shares	0	+$25	$120
41	AM INVESTMENT STRATEGIES LLC unchanged	Shares	0	+$21	$101
42	CoreCap Advisors, LLC unchanged	Shares	0	+$21	$101
43	LRI Investments, LLC new	Shares	+2	+$20	$20
44	DiNuzzo Private Wealth, Inc. unchanged	Shares	0	+$4	$21
45	Capital Advisors, Ltd. LLC trimmed	Shares	-2	$0	$1
46	TopTier Wealth Management, LLC exited	Shares	-62	-$498	$0
47	Rachor Investment Advisory Services, LLC exited	Shares	-425	-$3.4K	$0
48	Sound Income Strategies, LLC exited	Shares	-500	-$4.0K	$0
49	Marquette Asset Management, LLC exited	Shares	-555	-$4.5K	$0
50	Mirae Asset Global Investments Co., Ltd. trimmed	Shares	-6.7K	-$23.7K	$144.3K

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