Clearlake Capital Group’s Forward Air FWRD Stock Holding History

Clearlake Capital Group’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	$51.7M	Hold	3,825,000	–	–	9.78%	3
2026 Q1	$63.9M	Hold	3,825,000	–	–	9.39%	3
2025 Q4	$95.6M	Hold	3,825,000	–	–	8.95%	3
2025 Q3	$98.1M	Hold	3,825,000	–	–	9.16%	3
2025 Q2	$93.9M	Hold	3,825,000	–	–	8.72%	3
2025 Q1	$76.8M	Hold	3,825,000	–	–	7.76%	3
2024 Q4	$123M	Hold	3,825,000	–	–	10.06%	3
2024 Q3	$135M	Hold	3,825,000	–	–	10.37%	3
2024 Q2	$72.8M	Buy	3,825,000 +2,747,994	+255%	+$56.7M	6.49%	3
2024 Q1	$33.5M	Buy	+1,077,006	New	+$45.1M	2.64%	4

Other funds holding FWRD

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

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Clearlake Capital Group's FWRD Position: Q2 2026 in Review

Clearlake Capital Group held its Forward Air (FWRD) position steady in Q2 2026 at 3,825,000 shares worth $51.7M. The position accounts for 9.78% of the portfolio, ranked #3.

Clearlake Capital Group first reported a position in FWRD in Q1 2024 and has held it in 10 quarters since. The position peaked at $135M in Q3 2024. 185 funds tracked by Wall St. Rank hold FWRD as of Q2 2026.

Clearlake Capital Group held 3,825,000 shares of Forward Air worth $51.7M as of Q2 2026.
Clearlake Capital Group left its Forward Air share count unchanged in Q2 2026.
Forward Air made up 9.78% of Clearlake Capital Group's portfolio in Q2 2026, its #3 holding.
Clearlake Capital Group first reported a position in Forward Air in Q1 2024 and has held it in 10 quarters since.
Clearlake Capital Group's Forward Air position peaked at $135M in Q3 2024.
185 funds tracked by Wall St. Rank held Forward Air as of Q2 2026.

Based on Clearlake Capital Group's 13F filing for Q2 2026, filed 14 Aug 2026.