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 		$1.12M Sell
67,200
-198,300
-75% -$4.83M ﹤0.01% 2389
2025
Q4 		$6.64M Buy
265,500
+164,500
+163% +$3.7M ﹤0.01% 1091
2025
Q3 		$2.59M Buy
101,000
+45,300
+81% +$1.3M ﹤0.01% 2067
2025
Q2 		$1.37M Buy
55,700
+21,500
+63% +$382K ﹤0.01% 2462
2025
Q1 		$687K Sell
34,200
-14,700
-30% -$405K ﹤0.01% 3055
2024
Q4 		$1.58M Sell
48,900
-166,600
-77% -$5.81M ﹤0.01% 2404
2024
Q3 		$7.63M Buy
215,500
+151,600
+237% +$4.3M ﹤0.01% 1200
2024
Q2 		$1.22M Buy
63,900
+45,700
+251% +$944K ﹤0.01% 2718
2024
Q1 		$566K Buy
18,200
+14,700
+420% +$615K ﹤0.01% 3736
2023
Q4 		$220K Buy
3,500
+800
+30% +$53.9K ﹤0.01% 4576
2023
Q3 		$185K Buy
+2,700
New +$238K ﹤0.01% 4431
2022
Q4 		– Sell
-200
Closed -$18K – 9582
2022
Q3 		$18K Hold
200
– – ﹤0.01% 7622
2022
Q2 		$18K Sell
200
-300
-60% -$27.8K ﹤0.01% 7710
2022
Q1 		$48K Buy
500
+200
+67% +$21.1K ﹤0.01% 7178
2021
Q4 		$36K Buy
+300
New +$30.7K ﹤0.01% 7662
2021
Q1 		– Sell
-10
Closed -$76K – 9192
2020
Q4 		$76K Buy
+10
New +$694 ﹤0.01% 5716
2020
Q3 		– Sell
-62
Closed -$308K – 8023
2020
Q2 		$308K Sell
62
-5
-7% -$245 ﹤0.01% 3489
2020
Q1 		$339K Buy
+67
New +$4.07K ﹤0.01% 3016
2019
Q4 		– Sell
-5
Closed -$31K – 7496
2019
Q3 		$31K Buy
+5
New +$306 ﹤0.01% 5456
2019
Q2 		– Sell
-15
Closed -$97K – 7323
2019
Q1 		$97K Buy
+15
New +$918 ﹤0.01% 4352
2018
Q2 		– Sell
-29
Closed -$5K – 7518
2018
Q1 		$5K Buy
+29
New +$1.65K ﹤0.01% 4630
2015
Q3 		– Sell
-8
Closed -$2K – 5711
2015
Q2 		$2K Hold
8
– – ﹤0.01% 4282
2015
Q1 		$4K Buy
+8
New +$409 ﹤0.01% 3658

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 $3.47B AUM 13.39% 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.