Marshall Wace
FWRD icon

Marshall Wace’s Forward Air FWRD Stock Holding History

Marshall Wace’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 		$3.36M Buy
+248,387
New +$3.7M ﹤0.01% 1575
2025
Q4 		– Sell
-40,356
Closed -$1.03M – 3137
2025
Q3 		$1.03M Sell
40,356
-44,956
-53% -$1.29M ﹤0.01% 1927
2025
Q2 		$2.09M Buy
85,312
+54,356
+176% +$965K ﹤0.01% 1543
2025
Q1 		$622K Sell
30,956
-7,563
-20% -$209K ﹤0.01% 1985
2024
Q4 		$1.24M Buy
+38,519
New +$1.34M ﹤0.01% 1632
2024
Q3 		– Sell
-15,589
Closed -$297K – 2666
2024
Q2 		$297K Sell
15,589
-221,985
-93% -$4.58M ﹤0.01% 2163
2024
Q1 		$7.39M Buy
237,574
+103,266
+77% +$4.32M 0.01% 854
2023
Q4 		$8.44M Buy
+134,308
New +$9.04M 0.01% 733
2022
Q3 		– Sell
-72,059
Closed -$6.63M – 3496
2022
Q2 		$6.63M Sell
72,059
-14,583
-17% -$1.35M 0.01% 1149
2022
Q1 		$8.47M Buy
86,642
+47,154
+119% +$4.97M 0.02% 992
2021
Q4 		$4.78M Buy
+39,488
New +$4.04M 0.01% 1392
2021
Q3 		– Sell
-4,167
Closed -$374K – 3156
2021
Q2 		$374K Buy
+4,167
New +$384K ﹤0.01% 2251
2020
Q4 		– Sell
-39,121
Closed -$2.25M – 1975
2020
Q3 		$2.25M Buy
+39,121
New +$2.15M 0.01% 776
2020
Q2 		– Sell
-15,722
Closed -$796K – 1691
2020
Q1 		$796K Buy
+15,722
New +$955K 0.01% 863
2019
Q2 		– Sell
-1
Closed – – 1514
2019
Q1 		$0 Buy
+1
New +$61 ﹤0.01% 1836
2015
Q4 		– Sell
-5,166
Closed -$214K – 1022
2015
Q3 		$214K Buy
+5,166
New +$244K ﹤0.01% 860

Other funds holding FWRD

CCG
Clearlake Capital Group Santa Monica, California $529M AUM 50.26% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
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
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
CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
HF
HRT Financial New York $54.8B AUM 81.03% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

Marshall Wace's FWRD Position: Q2 2026 in Review

Marshall Wace opened a new position in Forward Air (FWRD) in Q2 2026: 248,387 shares worth $3.36M. The stake represents ﹤0.01% of the portfolio and ranks #1575 among its holdings. This is a return to the name: Marshall Wace previously reported a position in FWRD as recently as Q3 2025.

Marshall Wace first reported a position in FWRD in Q3 2015 and has held it in 16 quarters since. The position peaked at $8.47M in Q1 2022. 186 funds tracked by Wall St. Rank hold FWRD as of Q2 2026.

  • Marshall Wace held 248,387 shares of Forward Air worth $3.36M as of Q2 2026.
  • Forward Air was a new Marshall Wace position in Q2 2026.
  • Forward Air made up ﹤0.01% of Marshall Wace's portfolio in Q2 2026, its #1575 holding.
  • Marshall Wace first reported a position in Forward Air in Q3 2015 and has held it in 16 quarters since.
  • Marshall Wace's Forward Air position peaked at $8.47M in Q1 2022.
  • 186 funds tracked by Wall St. Rank held Forward Air as of Q2 2026.

Based on Marshall Wace's 13F filing for Q2 2026, filed 13 Aug 2026.