Stifel Financial
FORG

Stifel Financial’s ForgeRock, Inc. FORG Stock Holding History

Stifel Financial’s Portfolio FORG Stock Details FORG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-20,183
Closed -$539K – 3536
2021
Q4 		$539K Buy
+20,183
New +$582K ﹤0.01% 2546

Other funds holding FORG

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
MCAI
Meritech Capital Associates IV Palo Alto, California $51.9M AUM 64.09% 1-Year Est. Return
LSCM
Light Street Capital Management Palo Alto, California $534M AUM 59.08% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return
RCM
Riverwood Capital Management Menlo Park, California $43.2M AUM 24% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
KKRC
Kohlberg Kravis Roberts & Co New York $5.35B AUM 63.01% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

Stifel Financial's FORG Position: Q1 2022 in Review

Stifel Financial sold out of ForgeRock, Inc. (FORG) in Q1 2022, closing a stake of 20,183 shares — an estimated $539K sold.

Stifel Financial first reported a position in FORG in Q4 2021 and held it in 1 quarter. The position peaked at $539K in Q4 2021. 68 funds tracked by Wall St. Rank hold FORG as of Q1 2022.

  • Stifel Financial reported no remaining ForgeRock, Inc. position as of Q1 2022 after selling out during the quarter.
  • Stifel Financial sold 20,183 ForgeRock, Inc. shares in Q1 2022, an estimated $539K.
  • Stifel Financial first reported a position in ForgeRock, Inc. in Q4 2021 and held it in 1 quarter.
  • Stifel Financial's ForgeRock, Inc. position peaked at $539K in Q4 2021.
  • 68 funds tracked by Wall St. Rank held ForgeRock, Inc. as of Q1 2022.

Based on Stifel Financial's 13F filing for Q1 2022, filed 13 May 2022.