Simplex Trading
FWRD icon

Simplex Trading’s Forward Air FWRD Stock Holding History

Simplex Trading’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
Q3 		$140K Sell
9,183
-3,087
-25% -$48.9K ﹤0.01% 5041
2026
Q2 		$166K Sell
12,270
-5,329
-30% -$79.4K ﹤0.01% 4948
2026
Q1 		$294K Sell
17,599
-119,931
-87% -$2.92M ﹤0.01% 3842
2025
Q4 		$3.44M Buy
137,530
+73,612
+115% +$1.66M ﹤0.01% 1557
2025
Q3 		$1.64M Buy
63,918
+60,355
+1,694% +$1.74M ﹤0.01% 2522
2025
Q2 		$87K Buy
+3,563
New +$63.3K ﹤0.01% 5377
2024
Q4 		– Sell
-33,914
Closed -$1.18M – 8891
2024
Q3 		$1.2M Buy
+33,914
New +$963K ﹤0.01% 2756
2023
Q2 		– Sell
-24
Closed -$2K – 9291
2023
Q1 		$2K Sell
24
-220
-90% -$23.1K ﹤0.01% 8451
2022
Q4 		$25K Buy
244
+186
+321% +$19.5K ﹤0.01% 6649
2022
Q3 		$5K Buy
58
+38
+190% +$3.73K ﹤0.01% 8764
2022
Q2 		$1K Sell
20
-200
-91% -$18.5K ﹤0.01% 9578
2022
Q1 		$21K Sell
220
-98
-31% -$10.3K ﹤0.01% 8200
2021
Q4 		$38K Buy
+318
New +$32.5K ﹤0.01% 7595
2021
Q1 		– Sell
-305
Closed -$23K – 9193
2020
Q4 		$23K Sell
305
-3,211
-91% -$223K ﹤0.01% 6877
2020
Q3 		$201K Buy
+3,516
New +$193K ﹤0.01% 4101
2018
Q4 		– Sell
-56
Closed -$3.44K – 7259
2018
Q3 		$4K Buy
56
+39
+229% +$2.48K ﹤0.01% 6839
2018
Q2 		$1K Buy
+17
New +$973 ﹤0.01% 7144
2015
Q4 		– Sell
-929
Closed -$38K – 5615
2015
Q3 		$38K Buy
+929
New +$43.9K ﹤0.01% 2208
2015
Q1 		– Sell
-396
Closed -$20.2K – 5143
2014
Q4 		$20K Buy
+396
New +$19K ﹤0.01% 2048

Other funds holding FWRD

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Private Management Group
Private Management Group Irvine, California $3.63B AUM 11.02% 1-Year Est. Return
BW Gestao de Investimentos
BW Gestao de Investimentos Sao Paulo, Brazil $4.09B AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $123B AUM 30.05% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $294B AUM 47.59% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $73.4B AUM 32.8% 1-Year Est. Return

Simplex Trading's FWRD Position: Q3 2026 in Review

Simplex Trading reduced its Forward Air (FWRD) stake by 25% in Q3 2026, selling an estimated $48.9K and leaving 9,183 shares worth $140K. The position accounts for ﹤0.01% of the portfolio, ranked #5041.

Simplex Trading first reported a position in FWRD in Q4 2014 and has held it in 19 quarters since. The position peaked at $3.44M in Q4 2025. 115 funds tracked by Wall St. Rank hold FWRD as of Q3 2026.

  • Simplex Trading held 9,183 shares of Forward Air worth $140K as of Q3 2026.
  • Simplex Trading sold 3,087 Forward Air shares in Q3 2026, an estimated $48.9K.
  • Forward Air made up ﹤0.01% of Simplex Trading's portfolio in Q3 2026, its #5041 holding.
  • Simplex Trading first reported a position in Forward Air in Q4 2014 and has held it in 19 quarters since.
  • Simplex Trading's Forward Air position peaked at $3.44M in Q4 2025.
  • 115 funds tracked by Wall St. Rank held Forward Air as of Q3 2026.

Based on Simplex Trading's 13F filing for Q3 2026, filed 4 Nov 2026.