Susquehanna Fundamental Investments’s Forward Air FWRD Stock Holding History

Susquehanna Fundamental Investments’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	$846K	Buy	+62,615	New	+$933K	0.02%	478
2023 Q2	–	Sell	-13,270	Closed	-$1.43M	–	737
2023 Q1	$1.43M	Hold	13,270	–	–	0.03%	450
2022 Q4	$1.39M	Sell	13,270 -3,857	-23%	-$405K	0.02%	576
2022 Q3	$1.55M	Buy	+17,127	New	+$1.68M	0.03%	664
2022 Q1	$1.61M	Sell	16,483 -3,226	-16%	-$340K	0.03%	663
2021 Q4	$2.39M	Buy	19,709 +5,163	+35%	+$528K	0.06%	372
2021 Q3	$1.21M	Sell	14,546 -4,069	-22%	-$356K	0.02%	788
2021 Q2	$1.67M	Sell	18,615 -5,600	-23%	-$516K	0.03%	660
2021 Q1	$2.15M	Hold	24,215	–	–	0.04%	614
2020 Q4	$1.86M	Buy	24,215 +2,615	+12%	+$181K	0.03%	648
2020 Q3	$1.24M	Buy	21,600 +13,400	+163%	+$735K	0.04%	569
2020 Q2	$409K	Buy	+8,200	New	+$402K	0.02%	669

Other funds holding FWRD

CCG

Clearlake Capital Group Santa Monica, California $529M AUM 50.26% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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 Malvern, Pennsylvania $4.68T AUM

PMG

Private Management Group Irvine, California $3.8B AUM 23.19% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

HRT Financial New York $54.8B AUM 81.03% 1-Year Est. Return

Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

Susquehanna Fundamental Investments's FWRD Position: Q2 2026 in Review

Susquehanna Fundamental Investments opened a new position in Forward Air (FWRD) in Q2 2026: 62,615 shares worth $846K. The stake represents 0.02% of the portfolio and ranks #478 among its holdings. This is a return to the name: Susquehanna Fundamental Investments previously reported a position in FWRD as recently as Q1 2023.

Susquehanna Fundamental Investments first reported a position in FWRD in Q2 2020 and has held it in 12 quarters since. The position peaked at $2.39M in Q4 2021. 186 funds tracked by Wall St. Rank hold FWRD as of Q2 2026.

Susquehanna Fundamental Investments held 62,615 shares of Forward Air worth $846K as of Q2 2026.
Forward Air was a new Susquehanna Fundamental Investments position in Q2 2026.
Forward Air made up 0.02% of Susquehanna Fundamental Investments's portfolio in Q2 2026, its #478 holding.
Susquehanna Fundamental Investments first reported a position in Forward Air in Q2 2020 and has held it in 12 quarters since.
Susquehanna Fundamental Investments's Forward Air position peaked at $2.39M in Q4 2021.
186 funds tracked by Wall St. Rank held Forward Air as of Q2 2026.

Based on Susquehanna Fundamental Investments's 13F filing for Q2 2026, filed 14 Aug 2026.