Jacobs Levy Equity Management’s Forward Air FWRD Stock Holding History

Jacobs Levy Equity 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	$1.66M	Buy	+122,703	New	+$1.83M	0.01%	637
2024 Q1	–	Sell	-445,451	Closed	-$28M	–	981
2023 Q4	$28M	Buy	445,451 +40,009	+10%	+$2.69M	0.14%	162
2023 Q3	$27.9M	Buy	+405,442	New	+$35.7M	0.17%	142
2019 Q4	–	Sell	-10,210	Closed	-$651K	–	1021
2019 Q3	$651K	Sell	10,210 -64,547	-86%	-$3.95M	0.01%	679
2019 Q2	$4.42M	Sell	74,757 -21,620	-22%	-$1.33M	0.06%	374
2019 Q1	$6.24M	Sell	96,377 -22,511	-19%	-$1.38M	0.09%	293
2018 Q4	$6.52M	Buy	118,888 +1,202	+1%	+$73.9K	0.11%	201
2018 Q3	$8.44M	Buy	117,686 +1,657	+1%	+$105K	0.12%	203
2018 Q2	$6.86M	Sell	116,029 -47,960	-29%	-$2.75M	0.11%	239
2018 Q1	$8.67M	Buy	163,989 +126,549	+338%	+$7.21M	0.14%	198
2017 Q4	$2.15M	Buy	37,440 +14,620	+64%	+$836K	0.04%	446
2017 Q3	$1.31M	Buy	+22,820	New	+$1.2M	0.03%	533
2015 Q1	–	Sell	-8,001	Closed	-$403K	–	820
2014 Q4	$403K	Sell	8,001 -21,104	-73%	-$1.01M	0.01%	637
2014 Q3	$1.3M	Sell	29,105 -15,200	-34%	-$710K	0.02%	455
2014 Q2	$2.12M	Sell	44,305 -104,346	-70%	-$4.68M	0.04%	390
2014 Q1	$6.85M	Buy	+148,651	New	+$6.57M	0.11%	224

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

Jacobs Levy Equity Management's FWRD Position: Q2 2026 in Review

Jacobs Levy Equity Management opened a new position in Forward Air (FWRD) in Q2 2026: 122,703 shares worth $1.66M. The stake represents 0.01% of the portfolio and ranks #637 among its holdings. This is a return to the name: Jacobs Levy Equity Management previously reported a position in FWRD as recently as Q4 2023.

Jacobs Levy Equity Management first reported a position in FWRD in Q1 2014 and has held it in 16 quarters since. The position peaked at $28M in Q4 2023. 186 funds tracked by Wall St. Rank hold FWRD as of Q2 2026.

Jacobs Levy Equity Management held 122,703 shares of Forward Air worth $1.66M as of Q2 2026.
Forward Air was a new Jacobs Levy Equity Management position in Q2 2026.
Forward Air made up 0.01% of Jacobs Levy Equity Management's portfolio in Q2 2026, its #637 holding.
Jacobs Levy Equity Management first reported a position in Forward Air in Q1 2014 and has held it in 16 quarters since.
Jacobs Levy Equity Management's Forward Air position peaked at $28M in Q4 2023.
186 funds tracked by Wall St. Rank held Forward Air as of Q2 2026.

Based on Jacobs Levy Equity Management's 13F filing for Q2 2026, filed 14 Aug 2026.