DG
FORG

David Goel’s ForgeRock, Inc. FORG Stock Holding History

David Goel’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
Q1 		– Sell
-1,000,000
Closed -$26.7M – 28
2021
Q4 		$26.7M Hold
1,000,000
– – 0.3% 22
2021
Q3 		$38.9M Buy
+1,000,000
New +$42M 0.44% 21

Other funds holding FORG

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
MCAI
Meritech Capital Associates IV Palo Alto, California $51.9M AUM 64.09% 1-Year Est. Return
LSCM
Light Street Capital Management Palo Alto, California $903M AUM 113.12% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $90.7B AUM 77.13% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $2.4B AUM 42.85% 1-Year Est. Return
RCM
Riverwood Capital Management Menlo Park, California $43.2M AUM 24% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
KKRC
Kohlberg Kravis Roberts & Co New York $5.71B AUM 72.37% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return

David Goel's FORG Position: Q1 2022 in Review

David Goel sold out of ForgeRock, Inc. (FORG) in Q1 2022, closing a stake of 1,000,000 shares — an estimated $26.7M sold.

David Goel first reported a position in FORG in Q3 2021 and held it in 2 quarters. The position peaked at $38.9M in Q3 2021. 68 funds tracked by Wall St. Rank hold FORG as of Q1 2022.

  • David Goel reported no remaining ForgeRock, Inc. position as of Q1 2022 after selling out during the quarter.
  • David Goel sold 1,000,000 ForgeRock, Inc. shares in Q1 2022, an estimated $26.7M.
  • David Goel first reported a position in ForgeRock, Inc. in Q3 2021 and held it in 2 quarters.
  • David Goel's ForgeRock, Inc. position peaked at $38.9M in Q3 2021.
  • 68 funds tracked by Wall St. Rank held ForgeRock, Inc. as of Q1 2022.

Based on Matrix Capital Management Company's 13F filing for Q1 2022, filed 16 May 2022.