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FRGE Institutional Ownership

Forge Global Holdings, Inc.
1W: +0.9% 1M: +0.7% 3M: +1.4% YTD: +1.2% 1Y: +200.0% 3Y: +72.4% 5Y: -71.6%
$45.00
Last traded 2026-03-03 — delisted
NYSE · Technology · Software - Application · $623.0M mcap · 9M float · 2.27% daily turnover · Short 81% of daily vol

Institutional Ownership — FRGE

1
Institutional Holders
-113 vs prior quarter
0.0%
Ownership
+0.00pp
$0M
Total Invested
0
New Positions
0
Increased
1
Reduced
1
Closed
0.00
Put/Call Ratio

Ownership Trends

Top Institutional Holders (111 total)

# Holder Shares Value Change Change % Holding Period Filing
1 Ameritas Investment Partners, Inc. 0 $0K -1,041 -100.0% 3Q SEC ↗
2 Carlson Capital, L.P. 0 $0K -15,500 -100.0% 1Q SEC ↗
3 HARVEST MANAGEMENT LLC 0 $0K -40,000 -100.0% 1Q SEC ↗
4 MILLENNIUM MANAGEMENT LLC 0 $0K -109,105 -100.0% 3Q SEC ↗
5 OXFORD ASSET MANAGEMENT LLP 0 $0K -34,914 -100.0% 1Q SEC ↗
6 AWM Investment Company, Inc. 0 $0K -264,179 -100.0% 2Q SEC ↗
7 CWM, LLC 0 $0K -5,741 -100.0% 3Q SEC ↗
8 Belvedere Trading LLC 0 $0K -51 -100.0% 1Q SEC ↗
9 Optiver Holding B.V. 0 $0K -116 -100.0% 2Q SEC ↗
10 Groupe la Francaise 0 $0K -30,000 -100.0% 1Q SEC ↗
11 DIMENSIONAL FUND ADVISORS LP 0 $0K -8,842 -100.0% 1Q SEC ↗
12 NEW YORK STATE COMMON RETIREMENT FUND 0 $0K -3,743 -100.0% 3Q SEC ↗
13 JONES FINANCIAL COMPANIES LLLP 0 $0K -250 -100.0% 1Q SEC ↗
14 GOLDMAN SACHS GROUP INC 0 $0K -64,090 -100.0% 3Q SEC ↗
15 MORGAN STANLEY 0 $0K -114,411 -100.0% 3Q SEC ↗
16 GABELLI & Co INVESTMENT ADVISERS, INC. 0 $0K -39,350 -100.0% 1Q SEC ↗
17 NISA INVESTMENT ADVISORS, LLC 0 $0K -966 -100.0% 3Q SEC ↗
18 ALPINE ASSOCIATES MANAGEMENT INC. 0 $0K -98,107 -100.0% 1Q SEC ↗
19 Alberta Investment Management Corp 0 $0K -10,542 -100.0% 1Q SEC ↗
20 Composition Wealth, LLC 0 $0K -6,410 -100.0% 1Q SEC ↗
21 Summit Trail Advisors, LLC 0 $0K -5,268 -100.0% 3Q SEC ↗
22 SJS Investment Consulting Inc. 0 $0K -4 -100.0% 1Q SEC ↗
23 BlackRock, Inc. 0 $0K -815,409 -100.0% 3Q SEC ↗
24 Basecamp Wealth Advisors LLC 0 $0K -35 -100.0% 1Q SEC ↗
25 IFP Advisors, Inc 0 $0K -63 -100.0% 4Q SEC ↗
26 ROTHSCHILD INVESTMENT LLC 0 $0K -25 -100.0% 2Q SEC ↗
27 Magnetar Financial LLC 0 $0K -50,250 -100.0% 1Q SEC ↗
28 SIGNATUREFD, LLC 0 $0K -13 -100.0% 1Q SEC ↗
29 Squarepoint Ops LLC 0 $0K -9,754 -100.0% 1Q SEC ↗
30 EverSource Wealth Advisors, LLC 0 $0K -320 -100.0% 4Q SEC ↗
31 Inscription Capital, LLC 0 $0K -6,121 -100.0% 1Q SEC ↗
32 True Wealth Design, LLC 0 $0K -134 -100.0% 3Q SEC ↗
33 BARCLAYS PLC 0 $0K -17,251 -100.0% 3Q SEC ↗
34 Clearstead Advisors, LLC 0 $0K -2 -100.0% 3Q SEC ↗
35 AMALGAMATED BANK 0 $0K -348 -100.0% 3Q SEC ↗
36 TORONTO DOMINION BANK 0 $0K -59,900 -100.0% 1Q SEC ↗
37 ROYAL BANK OF CANADA 0 $0K -458 -100.0% 3Q SEC ↗
38 D. E. Shaw & Co., Inc. 0 $0K -68,395 -100.0% 1Q SEC ↗
39 CALIFORNIA STATE TEACHERS RETIREMENT S 0 $0K -682 -100.0% 2Q SEC ↗
40 TWO SIGMA INVESTMENTS, LP 0 $0K -24,472 -100.0% 2Q SEC ↗
41 GEODE CAPITAL MANAGEMENT, LLC 0 $0K -230,891 -100.0% 3Q SEC ↗
42 CANADA PENSION PLAN INVESTMENT BOARD 0 $0K -13,900 -100.0% 1Q SEC ↗
43 Sterling Capital Management LLC 0 $0K -639 -100.0% 3Q SEC ↗
44 Allworth Financial LP 0 $0K -75 -100.0% 2Q SEC ↗
45 Arax Advisory Partners 0 $0K -29 -100.0% 3Q SEC ↗
46 PenderFund Capital Management Ltd. 0 $0K -2,300 -100.0% 1Q SEC ↗
47 Qube Research & Technologies Ltd 0 $0K -276,460 -100.0% 1Q SEC ↗
48 Rockefeller Capital Management L.P. 0 $0K -1,931 -100.0% 2Q SEC ↗
49 Quantinno Capital Management LP 0 $0K -26,321 -100.0% 3Q SEC ↗
50 SBI Securities Co., Ltd. 0 $0K -18 -100.0% 4Q SEC ↗

Recent Activity

New Positions (0)

No new positions this quarter.

Sold Out (20)
Biggest Increases (0)

None.

Biggest Decreases (0)

None.

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms