SEC 13F Intelligence

FRGEFORGE GLOBAL HOLDINGS INC

CUSIP 34629L202 · Yahoo Finance ↗ · Google Finance ↗

Forge Global Holdings Inc (FRGE) has 1 institutional holders in Filings Flow’s 13F database, together reporting 149.5K shares worth $7M as of Q1 2026. The largest reported holders are Blackrock, Inc., Rob Exploration LLC, and Vanguard Group Inc.

Institutional Holders
4
Q1 2026
Reported Value
$7M
Ticker
FRGE
Quarters Tracked
3

Ownership Trend

Institutional holders
Q4 ’25: 107Q4 ’25Q1 ’26: 4Q1 ’26Q2 ’26: 1Q2 ’26filingsflow.com
Total reported value
Q4 ’25: $273MQ4 ’25Q1 ’26: $7MQ1 ’26Q2 ’26: $1,560Q2 ’26filingsflow.com

Holders

Mixed quarters
Manager% of PortfolioValueSharesQuarter
CIBRA Capital Ltd$207M AUM5.74%$3M75.0KQ4 2025OLDER
OXFORD ASSET MANAGEMENT LLP$268M AUM5.56%$2M34.9KQ1 2026OLDER
AWM Investment Company, Inc.$903M AUM1.14%$12M264.2KQ4 2025OLDER
WATER ISLAND CAPITAL LLC$896M AUM0.95%$9M197.1KQ4 2025OLDER
First Trust Capital Management L.P.$1.9B AUM0.83%$14M307.8KQ4 2025OLDER
HARVEST MANAGEMENT LLC$206M AUM0.57%$2M40.0KQ4 2025OLDER
ABC ARBITRAGE SA$753M AUM0.39%$4M94.6KQ4 2025OLDER
ALPINE ASSOCIATES MANAGEMENT INC.$1.7B AUM0.29%$4M98.1KQ4 2025OLDER
Abacus Wealth Partners, LLC$1.1B AUM0.27%$3M62.9KQ4 2025OLDER
GABELLI & Co INVESTMENT ADVISERS, INC.$674M AUM0.26%$2M39.4KQ4 2025OLDER
Carlson Capital, L.P.$318M AUM0.24%$690,68015.5KQ4 2025OLDER
SOROS FUND MANAGEMENT LLC$9.1B AUM0.10%$9M198.5KQ4 2025OLDER
CREDIT INDUSTRIEL ET COMMERCIAL$1.3B AUM0.07%$891,20020.0KQ4 2025OLDER
Caitong International Asset Management Co., Ltd$541M AUM0.03%$11,719263Q4 2025OLDER
GAMCO INVESTORS, INC. ET AL$10.2B AUM0.03%$3M66.0KQ4 2025OLDER
Inscription Capital, LLC$951M AUM0.03%$272,7526.1KQ4 2025OLDER
GABELLI FUNDS LLC$14.8B AUM0.03%$4M90.7KQ4 2025OLDER
Magnetar Financial LLC$9.8B AUM0.02%$2M50.3KQ4 2025OLDER
Groupe la Francaise$7.3B AUM0.02%$1M30.0KQ4 2025OLDER
LONGFELLOW INVESTMENT MANAGEMENT CO LLC$480M AUM0.02%$75,7971.7KQ4 2025OLDER
PenderFund Capital Management Ltd.$639M AUM0.02%$102,4882.3KQ4 2025OLDER
RENAISSANCE TECHNOLOGIES LLC$63.9B AUM0.02%$10M226.1KQ4 2025OLDER
Qube Research & Technologies Ltd$89.9B AUM0.01%$12M276.5KQ4 2025OLDER
Susquehanna Portfolio Strategies, LLC$6.7B AUM0.01%$724,27816.3KQ4 2025OLDER
FIL Ltd$128.7B AUM0.01%$13M300.0KQ4 2025OLDER
Alyeska Investment Group, L.P.$35.4B AUM0.01%$2M144.8KQ3 2025OLDER
Connor, Clark & Lunn Investment Management Ltd.$43.4B AUM0.01%$3M60.9KQ4 2025OLDER
ALLIANCEBERNSTEIN L.P.$308.8B AUM0.01%$16M368.1KQ4 2025OLDER
BALYASNY ASSET MANAGEMENT L.P.$77.1B AUM0.00%$4M83.5KQ4 2025OLDER
Composition Wealth, LLC$7.3B AUM0.00%$285,6306.4KQ4 2025OLDER
Summit Trail Advisors, LLC$7.0B AUM0.00%$234,7425.3KQ4 2025OLDER
TORONTO DOMINION BANK$69.7B AUM0.00%$3M59.9KQ4 2025OLDER
Walleye Capital LLC$24.0B AUM0.00%$1M61.8KQ3 2025OLDER
METEORA CAPITAL, LLC$1.4B AUM0.00%$46,4761.0KQ4 2025OLDER
MARSHALL WACE, LLP$100.4B AUM0.00%$4M85.3KQ4 2025OLDER
Alberta Investment Management Corp$16.7B AUM0.00%$469,75210.5KQ4 2025OLDER
Quantinno Capital Management LP$59.9B AUM0.00%$1M26.3KQ4 2025OLDER
STRS OHIO$25.2B AUM0.00%$570,36812.8KQ4 2025OLDER
MILLENNIUM MANAGEMENT LLC$240.3B AUM0.00%$5M109.1KQ4 2025OLDER
True Wealth Design, LLC$360M AUM0.00%$5,972134Q4 2025OLDER
D. E. Shaw & Co., Inc.$166.3B AUM0.00%$3M68.4KQ4 2025OLDER
AQR CAPITAL MANAGEMENT LLC$218.4B AUM0.00%$3M71.5KQ4 2025OLDER
TWO SIGMA INVESTMENTS, LP$123.9B AUM0.00%$1M24.5KQ4 2025OLDER
WELLS FARGO & COMPANY/MN$530.3B AUM0.00%$8M183.1KQ4 2025OLDER
MetLife Investment Management, LLC$19.6B AUM0.00%$295,9236.6KQ4 2025OLDER
Ameritas Investment Partners, Inc.$3.3B AUM0.00%$46,3871.0KQ4 2025OLDER
Cubist Systematic Strategies, LLC$21.0B AUM0.00%$295,64417.5KQ3 2025OLDER
IEQ CAPITAL, LLC$21.5B AUM0.00%$418,1519.4KQ4 2025OLDER
Cresset Asset Management, LLC$23.1B AUM0.00%$294,87117.4KQ3 2025OLDER
LMR Partners LLP$45.4B AUM0.00%$554,59412.4KQ4 2025OLDER
Tower Research Capital LLC (TRC)$3.8B AUM0.00%$39,569888Q4 2025OLDER
Belvedere Trading LLC$84.4B AUM0.00%$866,73719.5KQ4 2025OLDER
Police & Firemen's Retirement System of New Jersey$11.7B AUM0.00%$110,5532.5KQ4 2025OLDER
LOS ANGELES CAPITAL MANAGEMENT LLC$25.4B AUM0.00%$216,32610.1KQ4 2025OLDER
CWM, LLC$38.1B AUM0.00%$2565.7KQ4 2025OLDER
Essential Partners LLC$250M AUM0.00%$1,71490Q1 2026OLDER
GEODE CAPITAL MANAGEMENT, LLC$1.61T AUM0.00%$10M230.9KQ4 2025OLDER
BlackRock, Inc.$5.72T AUM0.00%$36M815.4KQ4 2025OLDER
RAYMOND JAMES FINANCIAL INC$324.4B AUM0.00%$2M111.0KQ3 2025OLDER
Versant Capital Management, Inc$1.1B AUM0.00%$4,073241Q3 2025OLDER
EverSource Wealth Advisors, LLC$3.3B AUM0.00%$14,259320Q4 2025OLDER
CHARLES SCHWAB INVESTMENT MANAGEMENT INC$654.5B AUM0.00%$3M73.7KQ4 2025OLDER
Sterling Capital Management LLC$5.3B AUM0.00%$28,474639Q4 2025OLDER
Squarepoint Ops LLC$85.1B AUM0.00%$434,6389.8KQ4 2025OLDER
RHUMBLINE ADVISERS$116.9B AUM0.00%$562,29612.6KQ4 2025OLDER
NORTHERN TRUST CORP$756.6B AUM0.00%$4M79.2KQ4 2025OLDER
CANADA PENSION PLAN INVESTMENT BOARD$155.0B AUM0.00%$619,38413.9KQ4 2025OLDER
GAMMA Investing LLC$2.7B AUM0.00%$7,843176Q4 2025OLDER
VANGUARD GROUP INC$6.90T AUM0.00%$26M584.7KQ4 2025OLDER
AMERICAN CENTURY COMPANIES INC$194.3B AUM0.00%$745,44416.7KQ4 2025OLDER
GOLDMAN SACHS GROUP INC$870.9B AUM0.00%$3M64.1KQ4 2025OLDER
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$73.7B AUM0.00%$228,2815.1KQ4 2025OLDER
Basecamp Wealth Advisors LLC$469M AUM0.00%$1,56035Q2 2026
Nuveen, LLC$369.3B AUM0.00%$1M27.1KQ4 2025OLDER
MORGAN STANLEY$1.67T AUM0.00%$5M114.4KQ1 2026OLDER
STATE STREET CORP$2.90T AUM0.00%$9M201.0KQ4 2025OLDER
NBC SECURITIES, INC.$1.3B AUM0.00%$3,380200Q3 2025OLDER
TRUIST FINANCIAL CORP$74.2B AUM0.00%$169,00010.0KQ3 2025OLDER
NEW YORK STATE COMMON RETIREMENT FUND$71.6B AUM0.00%$166,7883.7KQ4 2025OLDER
Bank of New York Mellon Corp$543.9B AUM0.00%$1M25.6KQ4 2025OLDER
Grove Bank & Trust$1.0B AUM0.00%$1,690100Q3 2025OLDER
SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM0.00%$2M36.8KQ4 2025OLDER
Rockefeller Capital Management L.P.$56.4B AUM0.00%$86,0451.9KQ4 2025OLDER
NISA INVESTMENT ADVISORS, LLC$27.0B AUM0.00%$43,045966Q4 2025OLDER
DEUTSCHE BANK AG\$302.7B AUM0.00%$318,2487.1KQ4 2025OLDER
Point72 (DIFC) Ltd$1.5B AUM0.00%$1,27275Q3 2025OLDER
DIMENSIONAL FUND ADVISORS LP$481.4B AUM0.00%$394,0008.8KQ4 2025OLDER
UBS Group AG$666.3B AUM0.00%$465,51810.4KQ4 2025OLDER
BARCLAYS PLC$416.3B AUM0.00%$324,65117.1KQ4 2025OLDER
Advisory Services Network, LLC$7.5B AUM0.00%$4,931292Q3 2025OLDER
Fortitude Family Office, LLC$448M AUM0.00%$2676Q4 2025OLDER
ROTHSCHILD INVESTMENT LLC$1.9B AUM0.00%$1,11425Q4 2025OLDER
IFP Advisors, Inc$4.8B AUM0.00%$2,83563Q1 2026OLDER
BNP PARIBAS FINANCIAL MARKETS$205.8B AUM0.00%$112,4692.5KQ4 2025OLDER
Invesco Ltd.$653.3B AUM0.00%$311,5197.0KQ4 2025OLDER
CITADEL ADVISORS LLC$618.5B AUM0.00%$303,0086.8KQ4 2025OLDER
JPMORGAN CHASE & CO$1.56T AUM0.00%$720,84716.2KQ4 2025OLDER
Russell Investments Group, Ltd.$93.1B AUM0.00%$38,678868Q4 2025OLDER
Arax Advisory Partners$3.5B AUM0.00%$1,29329Q4 2025OLDER
JANE STREET GROUP, LLC$777.2B AUM0.00%$245,0805.5KQ4 2025OLDER
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA$10.0B AUM0.00%$3,92588Q4 2025OLDER
BANK OF AMERICA CORP /DE/$1.37T AUM0.00%$425,0139.5KQ4 2025OLDER
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM$94.5B AUM0.00%$30,390682Q4 2025OLDER
PRICE T ROWE ASSOCIATES INC /MD/$865M AUM0.00%$2676.0KQ4 2025OLDER
SJS Investment Consulting Inc.$819M AUM0.00%$1794Q4 2025OLDER
SBI Securities Co., Ltd.$3.6B AUM0.00%$80218Q4 2025OLDER
Transamerica Financial Advisors, LLC$1.2B AUM0.00%$1784Q4 2025OLDER
Allworth Financial LP$24.7B AUM0.00%$3,34275Q4 2025OLDER
Legal & General Group Plc$432.4B AUM0.00%$45,4071.0KQ4 2025OLDER
Farther Finance Advisors, LLC$10.6B AUM0.00%$93621Q4 2025OLDER
SIGNATUREFD, LLC$6.5B AUM0.00%$57913Q4 2025OLDER
JONES FINANCIAL COMPANIES LLLP$208.1B AUM0.00%$11,140250Q4 2025OLDER
Sunbelt Securities, Inc.$1.6B AUM0.00%$892Q4 2025OLDER
CITIGROUP INC$234.5B AUM0.00%$11,185251Q4 2025OLDER
FMR LLC$1.90T AUM0.00%$88,1842.0KQ4 2025OLDER
ROYAL BANK OF CANADA$570.1B AUM0.00%$21,000458Q4 2025OLDER
PNC FINANCIAL SERVICES GROUP, INC.$173.2B AUM0.00%$5,628333Q3 2025OLDER
OSAIC HOLDINGS, INC.$68.3B AUM0.00%$2,31752Q4 2025OLDER
Optiver Holding B.V.$289.5B AUM0.00%$5,169116Q4 2025OLDER
US BANCORP \DE\$82.4B AUM0.00%$1,20327Q4 2025OLDER
Clearstead Advisors, LLC$10.9B AUM0.00%$902Q4 2025OLDER
GROUP ONE TRADING LLC$52.2B AUM0.00%$1529Q3 2025OLDER

Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.