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Legato Capital Management’s Forward Air FWRD Stock Holding History

Legato Capital 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
-22,807
Closed -$458K – 581
2025
Q1 		$458K Sell
22,807
-289
-1% -$7.97K 0.06% 438
2024
Q4 		$745K Buy
+23,096
New +$806K 0.1% 363
2018
Q1 		– Sell
-8,822
Closed -$507K – 158
2017
Q4 		$507K Buy
+8,822
New +$505K 0.07% 205

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

Legato Capital Management's FWRD Position: Q2 2025 in Review

Legato Capital Management sold out of Forward Air (FWRD) in Q2 2025, closing a stake of 22,807 shares — an estimated $458K sold.

Legato Capital Management first reported a position in FWRD in Q4 2017 and held it in 3 quarters. The position peaked at $745K in Q4 2024. 180 funds tracked by Wall St. Rank hold FWRD as of Q2 2025.

  • Legato Capital Management reported no remaining Forward Air position as of Q2 2025 after selling out during the quarter.
  • Legato Capital Management sold 22,807 Forward Air shares in Q2 2025, an estimated $458K.
  • Legato Capital Management first reported a position in Forward Air in Q4 2017 and held it in 3 quarters.
  • Legato Capital Management's Forward Air position peaked at $745K in Q4 2024.
  • 180 funds tracked by Wall St. Rank held Forward Air as of Q2 2025.

Based on Legato Capital Management's 13F filing for Q2 2025, filed 14 Aug 2025.