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
Q2 		$83.8K Sell
6,200
-14,600
-70% -$218K ﹤0.01% 5770
2026
Q1 		$348K Sell
20,800
-5,900
-22% -$144K ﹤0.01% 3664
2025
Q4 		$668K Sell
26,700
-20,700
-44% -$466K ﹤0.01% 3017
2025
Q3 		$1.22M Buy
47,400
+13,000
+38% +$374K ﹤0.01% 2848
2025
Q2 		$844K Buy
34,400
+13,300
+63% +$236K ﹤0.01% 2945
2025
Q1 		$423K Sell
21,100
-28,200
-57% -$778K ﹤0.01% 3565
2024
Q4 		$1.59M Sell
49,300
-221,700
-82% -$7.74M ﹤0.01% 2396
2024
Q3 		$9.59M Buy
271,000
+234,200
+636% +$6.65M 0.01% 1063
2024
Q2 		$700K Sell
36,800
-1,800
-5% -$37.2K ﹤0.01% 3287
2024
Q1 		$1.2M Buy
38,600
+36,500
+1,738% +$1.53M ﹤0.01% 2924
2023
Q4 		$132K Sell
2,100
-66,100
-97% -$4.45M ﹤0.01% 5098
2023
Q3 		$4.69M Buy
+68,200
New +$6M ﹤0.01% 1398
2023
Q1 		– Sell
-1,700
Closed -$178K – 9366
2022
Q4 		$178K Buy
1,700
+1,600
+1,600% +$168K ﹤0.01% 4355
2022
Q3 		$9K Buy
+100
New +$9.81K ﹤0.01% 8322
2021
Q1 		– Sell
-2
Closed -$15K – 9194
2020
Q4 		$15K Sell
2
-76
-97% -$5.27K ﹤0.01% 7156
2020
Q3 		$447K Buy
78
+55
+239% +$3.02K ﹤0.01% 3138
2020
Q2 		$114K Hold
23
– – ﹤0.01% 4667
2020
Q1 		$116K Buy
+23
New +$1.4K ﹤0.01% 4207
2019
Q2 		– Sell
-13
Closed -$84K – 7324
2019
Q1 		$84K Buy
13
+9
+225% +$551 ﹤0.01% 4530
2018
Q4 		$21K Buy
+4
New +$246 ﹤0.01% 5277
2018
Q3 		– Sell
-8
Closed -$47K – 7607
2018
Q2 		$47K Buy
+8
New +$458 ﹤0.01% 5114
2015
Q4 		– Sell
-25
Closed -$1K – 5616
2015
Q3 		$1K Buy
+25
New +$1.18K ﹤0.01% 4998

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

Simplex Trading's FWRD Position: Q2 2026 in Review

Simplex Trading reduced its Forward Air (FWRD) stake by 30% in Q2 2026, selling an estimated $79.4K and leaving 12,270 shares worth $166K. The position accounts for ﹤0.01% of the portfolio, ranked #4948.

Simplex Trading first reported a position in FWRD in Q4 2014 and has held it in 18 quarters since. The position peaked at $3.44M in Q4 2025. 186 funds tracked by Wall St. Rank hold FWRD as of Q2 2026.

  • Simplex Trading held 12,270 shares of Forward Air worth $166K as of Q2 2026.
  • Simplex Trading sold 5,329 Forward Air shares in Q2 2026, an estimated $79.4K.
  • Forward Air made up ﹤0.01% of Simplex Trading's portfolio in Q2 2026, its #4948 holding.
  • Simplex Trading first reported a position in Forward Air in Q4 2014 and has held it in 18 quarters since.
  • Simplex Trading's Forward Air position peaked at $3.44M in Q4 2025.
  • 186 funds tracked by Wall St. Rank held Forward Air as of Q2 2026.

Based on Simplex Trading's 13F filing for Q2 2026, filed 12 Aug 2026.