Balyasny Asset Management’s Forward Air FWRD Stock Holding History

Balyasny Asset Management’s Portfolio FWRD Stock Details FWRD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$2.11M	Buy	+156,471	New	+$2.33M	﹤0.01%	1787
2026 Q1	–	Sell	-33,544	Closed	-$839K	–	3111
2025 Q4	$839K	Buy	+33,544	New	+$755K	﹤0.01%	2272
2025 Q3	–	Sell	-349,127	Closed	-$8.57M	–	3097
2025 Q2	$8.57M	Buy	349,127 +300,225	+614%	+$5.33M	0.01%	1033
2025 Q1	$982K	Sell	48,902 -65,075	-57%	-$1.8M	﹤0.01%	1995
2024 Q4	$3.68M	Buy	+113,977	New	+$3.98M	0.01%	1416
2023 Q4	–	Sell	-4,485	Closed	-$308K	–	2628
2023 Q3	$308K	Sell	4,485 -20,706	-82%	-$1.82M	﹤0.01%	1904
2023 Q2	$2.67M	Buy	25,191 +21,765	+635%	+$2.23M	0.01%	1284
2023 Q1	$369K	Buy	+3,426	New	+$360K	﹤0.01%	2035
2022 Q1	–	Sell	-2,415	Closed	-$292K	–	2597
2021 Q4	$292K	Buy	+2,415	New	+$247K	﹤0.01%	1750
2019 Q4	–	Sell	-102,164	Closed	-$6.51M	–	1268
2019 Q3	$6.51M	Sell	102,164 -39,491	-28%	-$2.42M	0.04%	500
2019 Q2	$8.38M	Buy	141,655 +117,720	+492%	+$7.24M	0.05%	454
2019 Q1	$1.55M	Buy	+23,935	New	+$1.47M	0.01%	889
2018 Q2	–	Sell	-12,954	Closed	-$685K	–	1891
2018 Q1	$685K	Buy	+12,954	New	+$738K	﹤0.01%	1351

Other funds holding FWRD

CCG

Clearlake Capital Group Santa Monica, California $529M AUM 50.26% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BCL

Bracebridge Capital LLC Boston, Massachusetts $5.53B AUM 25.79% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

PMG

Private Management Group Irvine, California $3.8B AUM 23.19% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

HRT Financial New York $54.8B AUM 81.03% 1-Year Est. Return

Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

Balyasny Asset Management's FWRD Position: Q2 2026 in Review

Balyasny Asset Management opened a new position in Forward Air (FWRD) in Q2 2026: 156,471 shares worth $2.11M. The stake represents ﹤0.01% of the portfolio and ranks #1787 among its holdings. This is a return to the name: Balyasny Asset Management previously reported a position in FWRD as recently as Q4 2025.

Balyasny Asset Management first reported a position in FWRD in Q1 2018 and has held it in 13 quarters since. The position peaked at $8.57M in Q2 2025. 186 funds tracked by Wall St. Rank hold FWRD as of Q2 2026.

Balyasny Asset Management held 156,471 shares of Forward Air worth $2.11M as of Q2 2026.
Forward Air was a new Balyasny Asset Management position in Q2 2026.
Forward Air made up ﹤0.01% of Balyasny Asset Management's portfolio in Q2 2026, its #1787 holding.
Balyasny Asset Management first reported a position in Forward Air in Q1 2018 and has held it in 13 quarters since.
Balyasny Asset Management's Forward Air position peaked at $8.57M in Q2 2025.
186 funds tracked by Wall St. Rank held Forward Air as of Q2 2026.

Based on Balyasny Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.