Freshworks Inc.
boothcheck covers Freshworks Inc. (FRSH) but does not put one priced-in number on it: here the defensible answer is the evidence rather than a point estimate. boothcheck publishes no house fair value, target price, or buy/sell rating. Narrative composed July 26, 2026.
• Freshworks reported a full-year operating profit in 2025, 13.2 million dollars, against operating losses of 138.6 million in 2024 and 170.2 million in 2023, on revenue of 838.8 million [Source: FY2025 Form 10-K]. • The company charges by the number of users a customer enables, which makes it the rare software vendor whose own product category, AI service agents, reduces the thing it bills for [Source: FY2025 Form 10-K]. • On May 5, 2026 management cut roughly 500 jobs, about 11 percent of staf
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313 institutional managers reported holding FRSH in 13F filings for the quarter ended 2026-03-31. Together they hold about 73% of the company; the top 10 hold 39%. 68 opened new positions that quarter. Held by Vanguard Group, BlackRock, Alyeska Investment Group, among others. On the short side, 18.8M shares were sold short as of the 2026-06-15 count, about 7% of shares outstanding (1.4 days of typical volume to cover).
Quarterly 13F filings arrive up to 45 days after quarter end, so the picture is never current (filed through 2026-05-29). Nothing here is investment advice.
FRSH's share count grew 264.4% over the past five years even with $450.18M spent on repurchases. It pays no dividend. Cash returned over the past three years: $450.18M in repurchases.
Share counts are split-adjusted; repurchase totals are gross of share issuance. Nothing here is investment advice.
Open-market insider buys at FRSH over the trailing three years: 2025: 2 buys totaling $3.99M; 2026: 1 buy totaling $994k. 15 officers and directors are on file.
Code P open-market purchases from SEC Form 4 filings, non-derivative, excluding scheduled 10b5-1 plans. Nothing here is investment advice.
FRSH's recent reports: the day-one move, then what the following quarter actually did.
| report | day one | next quarter |
|---|---|---|
| 2023-08-03 | +15.5% | -12.0% |
| 2023-11-01 | -0.2% | +22.4% |
| 2024-02-17 | 0.0% | -14.9% |
| 2024-05-02 | -18.0% | -13.1% |
Day-one is the close-to-close move around the filing. Nothing here is investment advice.
FRSH's latest 8-K filings: 2026-08-04 (items 2.02, 2.05, 9.01); 2026-07-28 (items 8.01); 2026-05-29 (items 5.07); 2026-05-14 (items 7.01, 9.01); 2026-05-05 (items 2.02, 2.05, 9.01).
Item codes are the SEC's own classification of what each report discloses. Dates link to the filing on EDGAR. Nothing here is investment advice.
Model solve date: 2026-Q2
Narrative composed: July 26, 2026
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For informational and research purposes only. Not investment advice. Not a recommendation to buy, sell, or hold any security. boothcheck is not a registered investment adviser. Past performance does not guarantee future results.