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
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% 8765
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

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
ICM
Irenic Capital Management New York $1.54B AUM 12.79% 1-Year Est. Return
PMG
Private Management Group Irvine, California $3.8B AUM 23.19% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
PA
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

Simplex Trading's FWRD Position: Q1 2026 in Review

Simplex Trading reduced its Forward Air (FWRD) stake by 87% in Q1 2026, selling an estimated $2.92M and leaving 17,599 shares worth $294K. The position accounts for ﹤0.01% of the portfolio, ranked #3842.

Simplex Trading first reported a position in FWRD in Q4 2014 and has held it in 17 quarters since. The position peaked at $3.44M in Q4 2025. 192 funds tracked by Wall St. Rank hold FWRD as of Q1 2026.

  • Simplex Trading held 17,599 shares of Forward Air worth $294K as of Q1 2026.
  • Simplex Trading sold 119,931 Forward Air shares in Q1 2026, an estimated $2.92M.
  • Forward Air made up ﹤0.01% of Simplex Trading's portfolio in Q1 2026, its #3842 holding.
  • Simplex Trading first reported a position in Forward Air in Q4 2014 and has held it in 17 quarters since.
  • Simplex Trading's Forward Air position peaked at $3.44M in Q4 2025.
  • 192 funds tracked by Wall St. Rank held Forward Air as of Q1 2026.

Based on Simplex Trading's 13F filing for Q1 2026, filed 14 May 2026.