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 		$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 $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.