Generation Investment Management 13F: Cuts FRSH Stake by $181K

Generation Investment Management has trimmed its position in Freshworks Inc. (NasdaqGS: FRSH). According to the latest Form 13F filing with the SEC, the firm reduced its holdings by 17,917 shares, a 2.5% decrease, bringing its total to 703,407 shares valued at approximately $6.64 million as of the reporting period.

What Changed in Generation Investment Management's Freshworks Position

Generation Investment Management cut its stake in Freshworks from 721,324 shares to 703,407 shares, a reduction of 17,917 shares or about 2.5%. The value of this holding is now reported at $6.64 million. This move reflects a strategic adjustment in their investment portfolio.

Other Institutional Activity in Freshworks

Among Freshworks' major institutional investors, BlackRock, Inc. decreased its holdings by 916,404 shares, ending with 16,999,776 shares valued at about $136.5 million. Alphabet Inc. maintained its position without any change, holding 16,206,643 shares worth $130.1 million. Vanguard Portfolio Management LLC established a new position with 15,543,566 shares valued at approximately $124.8 million. Westbridge Capital Management, LLC held steady with 13,379,260 shares worth $107.4 million, and Vanguard Capital Management LLC also initiated a new position with 10,331,490 shares valued at $82.9 million.

Freshworks Inc. Stock Down 17.4%

Shares of Freshworks (NasdaqGS: FRSH) are trading around $9.45. The company has a market capitalization of about $2.61 billion and a P/E ratio of 15.48. The stock has seen a 52-week low of $6.79 and a high of $15.54, with a 50-day moving average of $8.81 and a 200-day moving average of $10.38. Freshworks maintains a current ratio of 1.94 and a quick ratio of 1.75, with a debt-to-equity ratio of 3.81.

Recent Earnings

For its most recent quarter, Freshworks reported revenue of $871.2 million, reflecting a growth rate of 16.5%. The company's net margin stands at 20.7%, and its return on equity is 17.3%. Freshworks posted earnings per share of $0.61. The next earnings report is expected on July 28, 2026.

Insider Buying and Selling at Freshworks Inc.

Recent insider transactions at Freshworks show several executives selling shares. On June 1, 2026, Chief Accounting Officer Lawrence Philippa sold 14,368 shares at an average price of $10.68. On the same day, Chief Financial & Operating Officer Tyler Sloat sold 21,763 shares, and CEO Dennis Woodside sold 106,878 shares, both at the same price. Earlier, on May 1, 2026, Tyler Sloat sold 24,378 shares at $8.75.

Analysts Set New Price Targets

On May 11, 2026, Morgan Stanley maintained its hold rating on Freshworks with a price target of $13. This follows Jefferies' downgrade to a hold rating with a target of $8 on February 23, 2026. Overall, the consensus among analysts is a buy rating, with a mean price target of $11.75 based on 12 analyst opinions.

About Freshworks Inc.

Freshworks Inc. is a technology company based in San Mateo, California, specializing in software-as-a-service (SaaS) solutions. Founded in 2010, it offers products that enhance customer and employee experiences, such as Freshdesk, Freshchat, and Freshservice. The company serves a global market, including North America, Europe, and Asia, under the leadership of CEO Dennis M. Woodside.

Bottom Line

Generation Investment Management's recent trimming of its stake in Freshworks highlights the ongoing adjustments in institutional portfolios. With a solid market presence and a diverse range of SaaS products, Freshworks remains a company of interest. This 13F filing reflects holdings as of the reporting period, which may not represent the investor's current position.