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Catalyst Funds Management’s Forward Air FWRD Stock Holding History

Catalyst Funds 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 		$184K Buy
+13,600
New +$203K 0.01% 595
2024
Q4 		– Sell
-5,000
Closed -$177K – 704
2024
Q3 		$177K Buy
5,000
+4,300
+614% +$122K 0.04% 325
2024
Q2 		$13.3K Buy
+700
New +$14.5K ﹤0.01% 826

Other funds holding FWRD

CCG
Clearlake Capital Group Santa Monica, California $529M AUM 50.26% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
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
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
CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
HF
HRT Financial New York $54.8B AUM 81.03% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

Catalyst Funds Management's FWRD Position: Q2 2026 in Review

Catalyst Funds Management opened a new position in Forward Air (FWRD) in Q2 2026: 13,600 shares worth $184K. The stake represents 0.01% of the portfolio and ranks #595 among its holdings. This is a return to the name: Catalyst Funds Management previously reported a position in FWRD as recently as Q3 2024.

Catalyst Funds Management first reported a position in FWRD in Q2 2024 and has held it in 3 quarters since. 186 funds tracked by Wall St. Rank hold FWRD as of Q2 2026.

  • Catalyst Funds Management held 13,600 shares of Forward Air worth $184K as of Q2 2026.
  • Forward Air was a new Catalyst Funds Management position in Q2 2026.
  • Forward Air made up 0.01% of Catalyst Funds Management's portfolio in Q2 2026, its #595 holding.
  • Catalyst Funds Management first reported a position in Forward Air in Q2 2024 and has held it in 3 quarters since.
  • 186 funds tracked by Wall St. Rank held Forward Air as of Q2 2026.

Based on Catalyst Funds Management's 13F filing for Q2 2026, filed 10 Aug 2026.