Freshworks Inc-cl A (FRSH) — Smart Money Tracker (13F, Q2 2026)

FRSH ranks #1827 out of 37501 tracked stocks by institutional interest — one of the most closely watched names in our coverage.

FRSH is a disclosed holding of Cliff Asness (AQR Capital Management), one of the tracked superinvestors on AlphaSMO — it makes up 0.0% of that fund's own 13F portfolio.

FRSH is a top-conviction position for WestBridge Capital Management, LLC — at 100.0% of their entire disclosed 13F portfolio, it's one of their largest single bets, not just a passing allocation.

The largest dollar stake in FRSH belongs to California State Teachers Retirement System, but the position matters far more to WestBridge Capital Management, LLC, who has 100.0% of their own portfolio riding on it — a reminder that the biggest holder by size and the holder with the biggest bet aren't always the same fund.

Cliff Asness has added to its FRSH position for two straight quarters, increasing it by $87.9M to reach $111.1M today.

WestBridge Capital Management, LLC has trimmed its FRSH position for two straight quarters, cutting it by $84.4M while still holding $79.5M.

FRSH is down 3.3% today, but institutions show net buying of $303.5M this quarter — a divergence between today's price move and the underlying institutional flow.

FRSH posted net income of $185.2M over the trailing twelve months, and currently trades at a P/E of 21.4.

• Profitable — net income of $185.2M over the trailing twelve months
• Revenue grew 15.6% year over year
• Net income improved year over year, from -$54.9M to $185.2M
• Generated $242.4M in positive operating cash flow
• Current ratio of 2.20x — enough short-term assets to cover short-term liabilities
• Liabilities run 0.55x equity — within a conventional range