Royce & Associates’s Forward Air FWRD Stock Holding History

Royce & Associates’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 Q1	$5.82M	Buy	347,998 +66,445	+24%	+$1.62M	0.06%	438
2025 Q4	$7.04M	Buy	281,553 +106,364	+61%	+$2.39M	0.07%	405
2025 Q3	$4.49M	Buy	175,189 +110,175	+169%	+$3.17M	0.04%	484
2025 Q2	$1.6M	Sell	65,014 -7,026	-10%	-$125K	0.02%	624
2025 Q1	$1.45M	Sell	72,040 -6,293	-8%	-$174K	0.02%	636
2024 Q4	$2.53M	Sell	78,333 -2,731	-3%	-$95.3K	0.02%	596
2024 Q3	$2.87M	Sell	81,064 -3,620	-4%	-$103K	0.03%	569
2024 Q2	$1.61M	Sell	84,684 -4,639	-5%	-$95.8K	0.02%	646
2024 Q1	$2.78M	Sell	89,323 -31,752	-26%	-$1.33M	0.02%	594
2023 Q4	$7.61M	Sell	121,075 -20,316	-14%	-$1.37M	0.07%	395
2023 Q3	$9.72M	Sell	141,391 -562,272	-80%	-$49.5M	0.1%	298
2023 Q2	$74.7M	Sell	703,663 -53,386	-7%	-$5.46M	0.72%	14
2023 Q1	$81.6M	Sell	757,049 -127,601	-14%	-$13.4M	0.82%	8
2022 Q4	$92.8M	Sell	884,650 -9,861	-1%	-$1.03M	0.98%	3
2022 Q3	$80.7M	Buy	894,511 +13,631	+2%	+$1.34M	0.91%	6
2022 Q2	$81M	Buy	880,880 +7,866	+0.9%	+$729K	0.83%	11
2022 Q1	$85.4M	Buy	873,014 +195,367	+29%	+$20.6M	0.72%	13
2021 Q4	$82.1M	Buy	677,647 +212,495	+46%	+$21.7M	0.61%	23
2021 Q3	$38.6M	Sell	465,152 -42,330	-8%	-$3.7M	0.29%	71
2021 Q2	$45.5M	Sell	507,482 -22,861	-4%	-$2.11M	0.31%	68
2021 Q1	$47.1M	Sell	530,343 -42,543	-7%	-$3.56M	0.32%	65
2020 Q4	$44M	Sell	572,886 -23,942	-4%	-$1.66M	0.36%	56
2020 Q3	$34.2M	Sell	596,828 -87,269	-13%	-$4.79M	0.37%	59
2020 Q2	$34.1M	Sell	684,097 -51,181	-7%	-$2.51M	0.38%	62
2020 Q1	$37.2M	Sell	735,278 -39,825	-5%	-$2.42M	0.51%	42
2019 Q4	$54.2M	Sell	775,103 -71,340	-8%	-$4.83M	0.48%	46
2019 Q3	$53.9M	Sell	846,443 -29,828	-3%	-$1.83M	0.5%	45
2019 Q2	$51.8M	Sell	876,271 -59,508	-6%	-$3.66M	0.47%	44
2019 Q1	$60.6M	Buy	935,779 +5,698	+0.6%	+$349K	0.51%	37
2018 Q4	$51M	Sell	930,081 -14,336	-2%	-$881K	0.46%	47
2018 Q3	$67.7M	Sell	944,417 -36,400	-4%	-$2.31M	0.47%	41
2018 Q2	$57.9M	Sell	980,817 -6,321	-0.6%	-$362K	0.4%	51
2018 Q1	$52.2M	Sell	987,138 -87,840	-8%	-$5M	0.37%	57
2017 Q4	$61.7M	Sell	1,074,978 -241,600	-18%	-$13.8M	0.41%	52
2017 Q3	$75.3M	Sell	1,316,578 -70,800	-5%	-$3.74M	0.5%	37
2017 Q2	$73.9M	Sell	1,387,378 -66,900	-5%	-$3.42M	0.49%	36
2017 Q1	$69.2M	Sell	1,454,278 -180,700	-11%	-$8.76M	0.45%	40
2016 Q4	$77.5M	Sell	1,634,978 -183,000	-10%	-$8.37M	0.5%	35
2016 Q3	$78.6M	Sell	1,817,978 -252,300	-12%	-$11.5M	0.52%	33
2016 Q2	$92.2M	Sell	2,070,278 -87,000	-4%	-$3.92M	0.61%	23
2016 Q1	$97.8M	Sell	2,157,278 -185,100	-8%	-$7.8M	0.62%	18
2015 Q4	$101M	Sell	2,342,378 -273,300	-10%	-$12.2M	0.6%	21
2015 Q3	$109M	Buy	2,615,678 +547,600	+26%	+$25.9M	0.58%	27
2015 Q2	$108M	Sell	2,068,078 -243,200	-11%	-$12.8M	0.46%	40
2015 Q1	$126M	Sell	2,311,278 -190,300	-8%	-$9.73M	0.47%	38
2014 Q4	$126M	Sell	2,501,578 -111,114	-4%	-$5.34M	0.44%	47
2014 Q3	$117M	Sell	2,612,692 -37,600	-1%	-$1.76M	0.4%	58
2014 Q2	$127M	Buy	2,650,292 +3,300	+0.1%	+$148K	0.38%	63
2014 Q1	$122M	Hold	2,646,992	–	–	0.36%	67
2013 Q4	$116M	Sell	2,646,992 -35,500	-1%	-$1.48M	0.33%	74
2013 Q3	$108M	Sell	2,682,492 -27,012	-1%	-$1.03M	0.32%	78
2013 Q2	$104M	Buy	+2,709,504	New	+$103M	0.32%	78

Other funds holding FWRD

CCG

Clearlake Capital Group Santa Monica, California $680M AUM 30.34% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Paralel Advisors Denver, Colorado $2.41B AUM 9.57% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

MAM

Melqart Asset Management London, United Kingdom $1.01B AUM 84.85% 1-Year Est. Return

Royce & Associates's FWRD Position: Q1 2026 in Review

Royce & Associates increased its Forward Air (FWRD) stake by 24% in Q1 2026, buying an estimated $1.62M and bringing the position to 347,998 shares worth $5.82M. The position accounts for 0.06% of the portfolio, ranked #438.

Royce & Associates first reported a position in FWRD in Q2 2013 and has held it in 52 quarters since. The position peaked at $127M in Q2 2014. 192 funds tracked by Wall St. Rank hold FWRD as of Q1 2026.

Royce & Associates held 347,998 shares of Forward Air worth $5.82M as of Q1 2026.
Royce & Associates bought 66,445 Forward Air shares in Q1 2026, an estimated $1.62M.
Forward Air made up 0.06% of Royce & Associates's portfolio in Q1 2026, its #438 holding.
Royce & Associates first reported a position in Forward Air in Q2 2013 and has held it in 52 quarters since.
Royce & Associates's Forward Air position peaked at $127M in Q2 2014.
192 funds tracked by Wall St. Rank held Forward Air as of Q1 2026.

Based on Royce & Associates's 13F filing for Q1 2026, filed 12 May 2026.