Baird Financial Group
FORG

Baird Financial Group’s ForgeRock, Inc. FORG Stock Holding History

Baird Financial Group’s Portfolio FORG Stock Details FORG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-41,000
Closed -$899K – 1881
2022
Q1 		$899K Buy
+41,000
New +$692K ﹤0.01% 1194

Other funds holding FORG

RCM
Riverwood Capital Management Menlo Park, California $43.2M AUM 24% 1-Year Est. Return
MCAI
Meritech Capital Associates IV Palo Alto, California $51.9M AUM 64.09% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
LSCM
Light Street Capital Management Palo Alto, California $534M AUM 59.08% 1-Year Est. Return
EDRH
Edmond de Rothschild Holding Chambesy, Switzerland $6.91B AUM 19.7% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return
KKRC
Kohlberg Kravis Roberts & Co New York $5.35B AUM 63.01% 1-Year Est. Return

Baird Financial Group's FORG Position: Q2 2022 in Review

Baird Financial Group sold out of ForgeRock, Inc. (FORG) in Q2 2022, closing a stake of 41,000 shares — an estimated $899K sold.

Baird Financial Group first reported a position in FORG in Q1 2022 and held it in 1 quarter. The position peaked at $899K in Q1 2022. 80 funds tracked by Wall St. Rank hold FORG as of Q2 2022.

  • Baird Financial Group reported no remaining ForgeRock, Inc. position as of Q2 2022 after selling out during the quarter.
  • Baird Financial Group sold 41,000 ForgeRock, Inc. shares in Q2 2022, an estimated $899K.
  • Baird Financial Group first reported a position in ForgeRock, Inc. in Q1 2022 and held it in 1 quarter.
  • Baird Financial Group's ForgeRock, Inc. position peaked at $899K in Q1 2022.
  • 80 funds tracked by Wall St. Rank held ForgeRock, Inc. as of Q2 2022.

Based on Baird Financial Group's 13F filing for Q2 2022, filed 8 Aug 2022.