Freshworks (FRSH) reported second-quarter 2026 revenue of $237.4 million, up 16% from $204.7 million a year earlier. The company posted GAAP net income of $3.2 million, compared with a GAAP net loss of $1.7 million in the second quarter of 2025.
Freshworks said GAAP diluted net income per share was $0.01. The company also provided third-quarter revenue estimates of $244.5 million to $245.5 million and full-year 2026 revenue estimates of $963.5 million to $966.5 million.
- GAAP income from operations was $6.1 million, with a 2.6% operating margin.
- Non-GAAP income from operations was $55.9 million, with a 23.6% non-GAAP operating margin.
- Net cash provided by operating activities was $58.5 million.
- Cash, cash equivalents, restricted cash and marketable securities totaled $665.3 million as of June 30, 2026.
- Customers contributing more than $100,000 in ARR rose 25% year over year to 1,746.
- Net dollar retention rate was 104%, compared with 106% in the first quarter of 2026 and 106% in the year-earlier quarter.
$FRSH Insider Trading Activity
$FRSH insiders have traded $FRSH stock on the open market 5 times in the past 6 months. Of those trades, 0 have been purchases and 5 have been sales.
Here’s a breakdown of recent trading of $FRSH stock by insiders over the last 6 months:
- MIKA YAMAMOTO (Chief Integr Cust Growth Offcr) sold 32,577 shares for an estimated $275,275
- PHILIPPA LAWRENCE (Chief Accounting Officer) has made 0 purchases and 2 sales selling 14,000 shares for an estimated $131,816.
- BARRY L. PADGETT sold 6,618 shares for an estimated $69,422
- JENNIFER H TAYLOR sold 6,618 shares for an estimated $69,091
To track insider transactions, check out Quiver Quantitative's insider trading dashboard. You can access data on insider stock transactions through the Quiver Quantitative API insider transaction endpoint.
$FRSH Hedge Fund Activity
We have seen 200 institutional investors add shares of $FRSH stock to their portfolio, and 146 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- ALYESKA INVESTMENT GROUP, L.P. added 6,451,569 shares (+inf%) to their portfolio in Q1 2026, for an estimated $51,806,099
- WESTBRIDGE CAPITAL MANAGEMENT, LLC removed 5,522,600 shares (-41.3%) from their portfolio in Q2 2026, for an estimated $55,888,711
- FULLER & THALER ASSET MANAGEMENT, INC. removed 4,748,985 shares (-100.0%) from their portfolio in Q1 2026, for an estimated $38,134,349
- JUPITER ASSET MANAGEMENT LTD added 3,271,692 shares (+191.5%) to their portfolio in Q1 2026, for an estimated $26,271,686
- AQR CAPITAL MANAGEMENT LLC added 2,858,491 shares (+150.8%) to their portfolio in Q1 2026, for an estimated $22,953,682
- BALYASNY ASSET MANAGEMENT L.P. removed 2,609,516 shares (-100.0%) from their portfolio in Q1 2026, for an estimated $20,954,413
- MILLENNIUM MANAGEMENT LLC removed 2,482,547 shares (-86.2%) from their portfolio in Q1 2026, for an estimated $19,934,852
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard. You can access data on hedge funds moves and 13F filings through the Quiver Quantitative API 13F endpoint.
