FRSH at a glance
Freshworks Inc. (FRSH, SEC CIK 1544522) filed its latest 10-K annual report on February 26, 2026, a 10-Q quarterly report on August 4, 2026, an 8-K current report on August 4, 2026 and Form 4 insider filings as recently as October 5, 2026. SignalX summarizes each filing with AI and tracks the company's insider trades and institutional holders.
- For the fiscal year ended December 31, 2025 (FY2025), Freshworks Inc. (FRSH) reported revenue of $838.8 million (up 16.4% from FY2024) and net income of $183.7 million. Diluted EPS was $0.63.
- As of June 30, 2026, 34 institutional investment managers tracked by SignalX reported holding Freshworks Inc. (FRSH) shares worth $1.1 billion in 13F-HR filings.
- The most recent insider open-market sale reported on Form 4 was by Lawrence Philippa on October 5, 2026 of 3,492 shares at $12.98 per share.
- In the last 90 days, FRSH insiders reported 0 open-market purchases ($0) and 2 open-market sales ($744K) on Form 4, a net sale of $744K.
Source: SEC EDGAR (XBRL financial data, 13F-HR and Form 4 filings).
- Revenue · FY2025
- $838.8M
- +16.4% vs prior year
- Insiders · 90 days
- 0 buys · 2 sells
- Net −$744K
- 13F holders
- 34 funds
- $1.1B · +1 vs prior quarter
- Latest 8-K
- Aug 4, 2026
- Item 2.02 · Item 2.05
AI 10-K Annual Report Analysis
Latest 10-K, fiscal year ended Dec 31, 2025
Risk Factors
- Key-person risk: CISO critical for cybersecurity program, responsible for staffing, budgeting, and incident escalation in cross-functional teams
- Regulatory oversight: Audit Committee monitors cybersecurity risks, ensuring material cybersecurity info is communicated timely for senior management and Board oversight
Business Overview
- Core business: People-first AI service software delivering employee and customer experience solutions to ~75,000 companies worldwide
- New emphasis on AI-powered EX and CX products: Freddy AI Agents, Copilot, Insights integrated across Freshservice, Freshdesk suite, Device42, FireHydrant
- Strategic shift: Strengthened outbound sales motion alongside inbound and partner ecosystem to accelerate adoption in mid-market and enterprise segments
- Financial metric: Total revenue $838.8M in 2025, up 16% YoY, with 60% ARR from customers >250 employees, reflecting growth in larger enterprise focus
- Noteworthy fact: Over 1,200 apps in Freshworks Marketplace and a unified AI-powered platform supporting both EX and CX product lines
Management Discussion & Analysis
- Revenue $838.8M in 2025, up 16% YoY from $720.4M in 2024 and 41% from $596.4M in 2023
- Operating income $13.2M in 2025 vs operating losses of $138.6M in 2024 and $170.2M in 2023; net income $183.7M in 2025 vs losses in prior years
- Best segment: Customer Experience (Freshdesk suite) with two products over $100M ARR; Worst segment not explicitly quantified
- Cash outlay $225.3M cash for D42 acquisition; no specific details on buybacks, dividends, or capex disclosed
- Management highlights macroeconomic risks including inflation and FX exposure (28% revenue Euro/GBP related); net dollar retention improved to 108% in 2025; ongoing investments in R&D and sales expansion globally
AI summary of the FRSH 10-K filed . Generated from the filing text; verify against the original.View on SEC EDGARHow to read a 10-K
AI 10-Q Quarterly Report Analysis
Latest 10-Q, quarter ended Jun 30, 2026
Management Discussion & Analysis
- Revenue $237.4M, up 16% YoY from $204.7M; subscription revenue increased 16% to $234.6M
- Gross margin 85% vs 85% YoY; operating margin 3% vs negative 4% YoY
- Net income $3.2M vs net loss $1.7M YoY; general and administrative expense down 19% to $37.9M
- Operating cash flow $58.5M vs $58.6M YoY; free cash flow $52.0M vs $53.5M
- Macro uncertainty, inflation, geopolitical developments, and currency volatility expected to pressure demand and persist near term
Risk Factors
- Share repurchase program authorized up to $400.0 million, with $195.550 million remaining at June 30, 2026
- Repurchases totaled 18,345,885 shares during the quarter, averaging $8.68 per share
- No officer or director adopted or terminated a Rule 10b5-1 trading plan during the quarter
AI summary of the FRSH 10-Q filed . Generated from the filing text; verify against the original.View on SEC EDGAR10-K vs 10-Q vs 8-K
AI 8-K Current Report Analysis
The most recent material events, by 8-K item
Item 2.02: Results of Operations and Financial Condition
- Q2 FY2026 results for quarter ended June 30, 2026 announced August 4, 2026
- Full financial results and management commentary available in Exhibit 99.1
Item 2.05: Costs Associated with Exit or Disposal Activities
- Restructuring plan targets organizational streamlining, product development, AI and automation leverage
- $7.0 million restructuring charges recognized during three and six months ended June 30, 2026
Item 8.01: Other Events
- Ryan Manning appointed Chief Product and Technology Officer, effective August 10, 2026
- Expanded mandate covering Freshworks’ global product and engineering functions
Item 5.07: Submission of Matters to a Vote of Security Holders
- All four Class II director nominees elected, serving through the 2029 annual meeting
- Executive compensation approved on an advisory basis, with 378.2M votes for versus 57.1M against
AI summaries of FRSH 8-K current reports filed with the SEC. What 8-K item codes mean
SignalX for FRSH
Don't miss the next FRSH filing
- Alerts as it files. A push when FRSH files an 8-K or an insider trades.
- Fund moves. Which tracked funds opened, added or cut FRSH, by share count.
- Ask anything. An AI agent that reads every FRSH filing and answers with sources.
Recent Insider Transactions (Form 4)
Latest reported trades by officers, directors and 10% owners
| Insider | Type | Date | Shares | Price |
|---|---|---|---|---|
| Lawrence Philippa | Sell | Oct 5, 2026 | 3,492 | $12.98 |
| Lawrence Philippa | F | Oct 2, 2026 | 4,079 | $12.78 |
| Lawrence Philippa | F | Oct 2, 2026 | 2,086 | $12.78 |
| Woodside Dennis | F | Oct 2, 2026 | 22,473 | $12.78 |
| Tickle Ian | F | Oct 2, 2026 | 7,102 | $12.78 |
| Tickle Ian | F | Oct 2, 2026 | 1,634 | $12.78 |
| Sloat Tyler | F | Oct 2, 2026 | 10,563 | $12.78 |
| Tickle Ian | F | Oct 1, 2026 | 6,221 | $13.15 |
Financial SummaryXBRL
| Metric | FY2023 | FY2024 | FY2025 |
|---|---|---|---|
| Profitability | |||
| Revenue | - | $720.4M | $838.8M |
| Gross Profit | - | $607.1M | $712.7M |
| Operating Income | - | -$138.6M | $13.2M |
| Net Income | - | -$95.4M | $183.7M |
| Gross Margin | - | 84.3% | 85.0% |
| Op. Margin | - | -19.2% | 1.6% |
| Net Margin | - | -13.2% | 21.9% |
| Balance Sheet | |||
| Total Assets | $1.5B | $1.6B | $1.6B |
| Equity | - | $1.1B | $1.0B |
| ROE | - | -8.4% | 17.8% |
| Per Share | |||
| EPS | - | $-0.32 | $0.63 |
| Cash Flow | |||
| Operating CF | - | $160.6M | $242.4M |
| CapEx | $2.1M | $9.2M | $5.7M |
Source: XBRL data in Freshworks Inc. (FRSH)'s 10-K filings on SEC EDGAR, in USD. Compare across companies →
13F Fund Holdings: Quarterly Trend
Latest: Q2 2026Aggregate FRSH share value held by 13F filers tracked by SignalX, by quarter.
Quarterly totals table
| Quarter | Funds | Total value |
|---|---|---|
| Q2 2026 | 34 | $1.14B |
| Q1 2026 | 33 | $837.1M |
| Q4 2025 | 30 | $1.28B |
| Q3 2025 | 31 | $1.32B |
| Q2 2025 | 30 | $1.55B |
| Q1 2025 | 27 | $1.17B |
| Q4 2024 | 22 | $1.12B |
| Q3 2024 | 19 | $424.8M |
- AQR Capital Management+6.23M (+131%)
- Morgan Stanley+2.67M (+120%)
- BlackRock+2.56M (+15%)
- Citadel Advisors LLC+2.42M (+55%)
- Millennium Management+1.47M (+369%)
- D.E. Shaw & Co−4.17M (-86%)
- Bank of America Corp−1.34M (-63%)
- Renaissance Technologies LLC−1.34M (-29%)
- Franklin Resources−1.13M (-90%)
- JPMorgan Chase & Co−895.4K (-63%)
- Mangrove Partners+24.5K
- Blackstone Group+14.8K
- Atlantic Union Bankshares Corp+150
- Bridgewater Associates LP−20.0K
- M&T Bank−11.2K
Source: 13F-HR filings on SEC EDGAR (aggregated from 226 fund-quarter rows). Reflects only 13F filers tracked by SignalX, not the full institutional ownership universe. How 13F filings work
FRSH filing archive
AI analysis pages for each 10-K, 10-Q and 8-K
10-K annual reports
10-Q quarterly reports
Latest 2026 SEC Filings: 10-K, 10-Q, 8-K & Form 4
| Form | Filing date | Period | Analysis | SEC |
|---|---|---|---|---|
| 4 | Oct 5, 2026 | - | - | - |
| 4 | Oct 5, 2026 | - | - | - |
| 4 | Oct 5, 2026 | - | - | - |
| 4 | Oct 5, 2026 | - | - | - |
| 4 | Oct 2, 2026 | - | - | - |
| 4 | Oct 2, 2026 | - | - | - |
| 4 | Oct 2, 2026 | - | - | - |
| 4 | Oct 2, 2026 | - | - | - |
| 4 | Sep 3, 2026 | - | - | - |
| 4 | Sep 3, 2026 | - | - | - |
| 4 | Sep 3, 2026 | - | - | - |
| 4 | Sep 3, 2026 | - | - | - |
| 10-Q | Aug 4, 2026 | Jun 30, 2026 | Analysis | |
| 8-K | Aug 4, 2026 | - | Analysis | - |
| 4 | Aug 3, 2026 | - | - | - |
| 8-K | Jul 28, 2026 | - | Analysis | - |
| 4 | Jul 6, 2026 | - | - | - |
| 4 | Jul 6, 2026 | - | - | - |
| 4 | Jul 6, 2026 | - | - | - |
| 4 | Jul 6, 2026 | - | - | - |
| 4 | Jul 2, 2026 | - | - | - |
| 4 | Jul 2, 2026 | - | - | - |
| 4 | Jul 2, 2026 | - | - | - |
| 4 | Jul 2, 2026 | - | - | - |
| 4 | Jul 2, 2026 | - | - | - |
Related Information Technology companies
- DDD · 3D SYSTEMS CORPServices-Prepackaged Software
- ACIW · ACI WORLDWIDE, INC.Services-Prepackaged Software
- ADBE · Adobe Inc.Services-Prepackaged Software
- AISP · Airship AI Holdings, Inc.Services-Prepackaged Software
- ALRM · Alarm.com Holdings, Inc.Services-Prepackaged Software
- ALKT · ALKAMI TECHNOLOGY, INC.Services-Prepackaged Software
- AMPL · Amplitude, Inc.Services-Prepackaged Software
- APPN · APPIAN CORPServices-Prepackaged Software
FRSH SEC filings: frequently asked questions
Are FRSH insiders buying or selling?
In the last 90 days, Freshworks Inc. (FRSH) officers, directors and 10% owners reported no open-market purchases and 2 open-market sales worth $744,489 by 1 insider on Form 4. Many insider sales are pre-planned or for taxes, so purchases usually carry more information.
Which institutions hold FRSH stock?
As of June 30, 2026, the largest Freshworks Inc. (FRSH) holders among the 13F filers tracked by SignalX were BlackRock ($198.0 million), Alphabet Inc ($164.0 million), Vanguard Portfolio Management LLC ($161.0 million), AQR Capital Management ($111.1 million), Vanguard Capital Management LLC ($105.8 million). 13F-HR reports are filed up to 45 days after each quarter ends.
What was FRSH's revenue in fiscal year 2025?
For the fiscal year ended December 31, 2025 (FY2025), Freshworks Inc. (FRSH) reported revenue of $838.8 million (up 16.4% from FY2024) and net income of $183.7 million. Diluted EPS was $0.63. The figures come from the XBRL data in the 10-K.
What are the main risks in FRSH's latest 10-K?
In the 10-K filed February 26, 2026, Freshworks Inc. (FRSH) flagged: Key-person risk: CISO critical for cybersecurity program, responsible for staffing, budgeting, and incident escalation in cross-functional teams. Regulatory oversight: Audit Committee monitors cybersecurity risks, ensuring material cybersecurity info is communicated timely for senior management and Board oversight. (AI summary of the Risk Factors section.)
What did FRSH report in its latest 8-K?
Freshworks Inc. (FRSH) filed an 8-K on August 4, 2026 reporting Item 2.02 (Results of Operations and Financial Condition) and Item 2.05 (Costs Associated with Exit or Disposal Activities). Q2 FY2026 results for quarter ended June 30, 2026 announced August 4, 2026.
What are the latest FRSH SEC filings?
Freshworks Inc. (FRSH) filed its latest 10-K annual report on February 26, 2026, a 10-Q quarterly report on August 4, 2026, an 8-K current report on August 4, 2026 and a Form 4 insider filing on October 5, 2026.
What is FRSH's SEC CIK number?
Freshworks Inc. (FRSH)'s SEC Central Index Key (CIK) is 1544522. EDGAR lists every FRSH filing under that number.
Ask anything about FRSH
The research agent reads FRSH's filings, financials, insider trades and 13F holders, then answers with sources.