Longfellow Investment Management’s Forge Global Holdings FRGE Stock Holding History

Longfellow Investment Management’s Portfolio FRGE Stock Details FRGE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-1,701	Closed	-$75.8K	–	256
2025 Q4	$75.8K	Buy	+1,701	New	+$57.5K	0.02%	148

Other funds holding FRGE

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Longfellow Investment Management's FRGE Position: Q1 2026 in Review

Longfellow Investment Management sold out of Forge Global Holdings (FRGE) in Q1 2026, closing a stake of 1,701 shares — an estimated $75.8K sold.

Longfellow Investment Management first reported a position in FRGE in Q4 2025 and held it in 1 quarter. The position peaked at $75.8K in Q4 2025. 1 fund tracked by Wall St. Rank holds FRGE as of Q1 2026.

Longfellow Investment Management reported no remaining Forge Global Holdings position as of Q1 2026 after selling out during the quarter.
Longfellow Investment Management sold 1,701 Forge Global Holdings shares in Q1 2026, an estimated $75.8K.
Longfellow Investment Management first reported a position in Forge Global Holdings in Q4 2025 and held it in 1 quarter.
Longfellow Investment Management's Forge Global Holdings position peaked at $75.8K in Q4 2025.
1 fund tracked by Wall St. Rank held Forge Global Holdings as of Q1 2026.

Based on Longfellow Investment Management's 13F filing for Q1 2026, filed 12 May 2026.