EIM
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Essex Investment Management’s Forward Air FWRD Stock Holding History

Essex Investment 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
2025
Q2 		– Sell
-76,596
Closed -$1.54M – 306
2025
Q1 		$1.54M Sell
76,596
-531
-0.7% -$14.6K 0.32% 125
2024
Q4 		$2.49M Buy
+77,127
New +$2.69M 0.45% 102

Other funds holding FWRD

CCG
Clearlake Capital Group Santa Monica, California $680M AUM 30.34% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
LC
Littlejohn & Co Greenwich, Connecticut $106M AUM 7.38% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
RPM
Ridgemont Partners Management Charlotte, North Carolina $49.7M AUM 26.51% 1-Year Est. Return
AA
Ancora Advisors Cleveland, Ohio $4.7B AUM 19.05% 1-Year Est. Return
ICM
Irenic Capital Management New York $1.54B AUM 12.79% 1-Year Est. Return
PMG
Private Management Group Irvine, California $3.47B AUM 13.39% 1-Year Est. Return
PA
Paralel Advisors Denver, Colorado $2.41B AUM 9.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Essex Investment Management's FWRD Position: Q2 2025 in Review

Essex Investment Management sold out of Forward Air (FWRD) in Q2 2025, closing a stake of 76,596 shares — an estimated $1.54M sold.

Essex Investment Management first reported a position in FWRD in Q4 2024 and held it in 2 quarters. The position peaked at $2.49M in Q4 2024. 180 funds tracked by Wall St. Rank hold FWRD as of Q2 2025.

  • Essex Investment Management reported no remaining Forward Air position as of Q2 2025 after selling out during the quarter.
  • Essex Investment Management sold 76,596 Forward Air shares in Q2 2025, an estimated $1.54M.
  • Essex Investment Management first reported a position in Forward Air in Q4 2024 and held it in 2 quarters.
  • Essex Investment Management's Forward Air position peaked at $2.49M in Q4 2024.
  • 180 funds tracked by Wall St. Rank held Forward Air as of Q2 2025.

Based on Essex Investment Management's 13F filing for Q2 2025, filed 12 Aug 2025.