Forge Global Ownership | Who Owns Forge Global?
Forge Global Ownership Summary
Forge Global is owned by 39.05% institutional investors, 23.01% insiders, and 37.95% retail investors. Rob exploration is the largest institutional shareholder, holding 13.47% of FRGE shares. Vanguard Total Stock Mkt Idx Inv is the top mutual fund, with 1.70% of its assets in Forge Global shares.
FRGE Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Forge Global | 39.05% | 23.01% | 37.95% |
| Sector | Technology Stocks | 52.67% | 10.52% | 36.81% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Rob exploration | 24.23M | 13.47% | $35.38M |
| Temasek (private) | 8.61M | 4.78% | $12.57M |
| Blackrock | 7.94M | 4.41% | $11.59M |
| Vanguard group | 5.57M | 3.10% | $8.13M |
| Douglass winthrop advisors | 5.04M | 2.80% | $7.36M |
| Us bancorp \de\ | 3.94M | 2.19% | $5.76M |
| Geode capital management | 2.60M | 1.45% | $3.80M |
| Wells fargo & company/mn | 2.57M | 1.43% | $3.75M |
| State street | 2.24M | 1.24% | $3.27M |
| Abacus wealth partners | 942.87K | 0.52% | $1.38M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Rob exploration | 24.23M | 100.00% | $35.38M |
| Lasry marc | 170.46K | 0.25% | $248.87K |
| Abacus wealth partners | 942.87K | 0.23% | $1.38M |
| Douglass winthrop advisors | 5.04M | 0.15% | $7.36M |
| Temasek (private) | 8.61M | 0.06% | $12.57M |
| Azora capital lp | 338.59K | 0.02% | $494.34K |
| Summit trail advisors | 285.87K | 0.01% | $417.37K |
| Interval partners, lp | 255.53K | 0.01% | $373.07K |
| Us bancorp \de\ | 3.94M | 0.01% | $5.76M |
| Ausdal financial partners | 20.64K | 0.00% | $30.13K |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Blackrock | 7.94M | 0.00% | 334.85K |
| Interval partners, lp | 255.53K | 0.01% | 255.53K |
| Geode capital management | 2.60M | 0.00% | 249.51K |
| Schonfeld strategic advisors | 185.04K | 0.00% | 185.04K |
| Jane street group | 189.33K | 0.00% | 174.77K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Cresset asset management | - | - | -705.35K |
| Swiss national bank | - | - | -223.28K |
| Us bancorp \de\ | 3.94M | 0.01% | -140.00K |
| California state teachers retirement system | 8.31K | - | -105.03K |
| Ubs group | 35.20K | - | -89.82K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Interval partners, lp | 255.53K | 0.01% | 255.53K | $373.07K |
| Schonfeld strategic advisors | 185.04K | 0.00% | 185.04K | $270.16K |
| Corebridge financial | 61.73K | 0.00% | 61.73K | $90.12K |
| Mirae asset global etfs | 55.32K | 0.00% | 55.32K | $80.76K |
| Neuberger berman group | 11.36K | - | 11.36K | $16.58K |
Sold Out
| Holder | Change |
|---|---|
| Nelson, van denburg & campbell wealth management group | -21.00 |
| C m bidwell & associates | -140.00 |
| Bfsg | -350.00 |
| Thomas j. herzfeld advisors | -1.00K |
| Metropolitan life insurance co/ny | -2.83K |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Jun 30, 2024 | 79 | -8.14% | 70,250,052 | 0.26% | 39 | 2.39% | 41 | 51.85% | 18 | -50.00% |
| Mar 31, 2024 | 86 | 2.38% | 70,071,024 | -1.66% | 40 | 2.41% | 27 | -50.91% | 36 | 227.27% |
| Dec 31, 2023 | 84 | 27.27% | 71,252,044 | 5.04% | 40 | 2.67% | 55 | 161.90% | 11 | -45.00% |
| Sep 30, 2023 | 66 | -1.49% | 67,833,459 | 7.31% | 39 | 2.89% | 21 | -50.00% | 20 | 122.22% |
| Jun 30, 2023 | 67 | 34.00% | 63,211,318 | 19.90% | 36 | 3.91% | 42 | 75.00% | 9 | -18.18% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| Vanguard Total Stock Mkt Idx Inv | 3.12M | 1.70% | - |
| iShares Russell 2000 ETF | 3.03M | 1.65% | -6.82K |
| Vanguard Institutional Extnd Mkt Idx Tr | 1.70M | 0.93% | - |
| Fidelity Small Cap Index | 1.18M | 0.64% | -12.01K |
| iShares Russell 2000 Value ETF | 1.11M | 0.60% | - |
| Fidelity Extended Market Index | 660.46K | 0.36% | -29.69K |
| State St Russell Sm/Mid Cp® Indx NL Cl C | 650.40K | 0.35% | -23.60K |
| Schwab US Small-Cap ETF™ | 587.56K | 0.32% | - |
| Vanguard Russell 2000 ETF | 524.74K | 0.28% | -3.26K |
| State St Russell Sm Cap® Indx SL Cl I | 429.50K | 0.23% | - |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Nov 15, 2024 | Rodriques Kelly | Chief Executive Officer | Sell | $21.93K |
| Nov 18, 2024 | Rodriques Kelly | Chief Executive Officer | Sell | $20.57K |
| Nov 01, 2024 | Phillips Jennifer | Chief Revenue & Growth Officer | Sell | $28.47K |
| Nov 04, 2024 | Phillips Jennifer | Chief Revenue & Growth Officer | Sell | $28.43K |
| Oct 24, 2024 | Phillips Jennifer | Chief Revenue & Growth Officer | Sell | $47.17K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2024 Q4 | - | 8 |
| 2024 Q3 | - | 23 |
| 2024 Q2 | - | 9 |
| 2024 Q1 | - | 6 |
| 2023 Q4 | - | 5 |
FRGE Ownership FAQ
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