Y-Intercept (HK)’s Forward Air FWRD Stock Holding History

Y-Intercept (HK)’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 Q3	$1.2M	Sell	78,500 -8,600	-10%	-$136K	0.03%	917
2026 Q2	$1.18M	Buy	+87,100	New	+$1.3M	0.02%	976
2026 Q1	–	Sell	-48,434	Closed	-$1.21M	–	1729
2025 Q4	$1.21M	Buy	48,434 +31,672	+189%	+$713K	0.03%	889
2025 Q3	$430K	Sell	16,762 -57,656	-77%	-$1.66M	0.01%	1301
2025 Q2	$1.83M	Buy	+74,418	New	+$1.32M	0.04%	647
2024 Q2	–	Sell	-22,902	Closed	-$712K	–	1556
2024 Q1	$712K	Buy	22,902 +15,480	+209%	+$648K	0.05%	531
2023 Q4	$467K	Sell	7,422 -1,015	-12%	-$68.3K	0.04%	631
2023 Q3	$580K	Buy	+8,437	New	+$743K	0.06%	510
2023 Q2	–	Sell	-3,976	Closed	-$428K	–	1423
2023 Q1	$428K	Sell	3,976 -148	-4%	-$15.5K	0.05%	610
2022 Q4	$433K	Buy	+4,124	New	+$433K	0.06%	488

Other funds holding FWRD

SummerHaven Investment Management Stamford, Connecticut $179M AUM 57.61% 1-Year Est. Return

Independent Financial Group San Diego, California $5.51B AUM 33.51% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

Owl Creek Wealth Partners Denver, Colorado $355M AUM

Nvest Wealth Strategies Powell, Ohio $138M AUM 16.46% 1-Year Est. Return

Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return

Y-Intercept (HK)'s FWRD Position: Q3 2026 in Review

Y-Intercept (HK) reduced its Forward Air (FWRD) stake by 9.9% in Q3 2026, selling an estimated $136K and leaving 78,500 shares worth $1.2M. The position accounts for 0.03% of the portfolio, ranked #917.

Y-Intercept (HK) first reported a position in FWRD in Q4 2022 and has held it in 10 quarters since. The position peaked at $1.83M in Q2 2025. 15 funds tracked by Wall St. Rank hold FWRD as of Q3 2026.

Y-Intercept (HK) held 78,500 shares of Forward Air worth $1.2M as of Q3 2026.
Y-Intercept (HK) sold 8,600 Forward Air shares in Q3 2026, an estimated $136K.
Forward Air made up 0.03% of Y-Intercept (HK)'s portfolio in Q3 2026, its #917 holding.
Y-Intercept (HK) first reported a position in Forward Air in Q4 2022 and has held it in 10 quarters since.
Y-Intercept (HK)'s Forward Air position peaked at $1.83M in Q2 2025.
15 funds tracked by Wall St. Rank held Forward Air as of Q3 2026.

Based on Y-Intercept (HK)'s 13F filing for Q3 2026, filed 16 Oct 2026.