We are live on ! Find out more
FORG

ForgeRock, Inc.

Delisted

FORG was delisted on the 22nd of August, 2023.

53 hedge funds and large institutions have $660M invested in ForgeRock, Inc. in 2021 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 16 increasing their positions, 13 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

122% more call options, than puts

Call options by funds: $1.71M | Put options by funds: $771K

23% more repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 13

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

2% less capital invested

Capital invested by funds: $677M → $660M (-$16.1M)

21% less funds holding

Funds holding: 6753 (-14)

48% less first-time investments, than exits

New positions opened: 14 | Existing positions closed: 27

Holders
53
Holders Change
-14
Holders Change %
-20.9%
% of All Funds
0.82%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
14
Increased
16
Reduced
13
Closed
27
Calls
$1.71M
Puts
$771K
Net Calls
+$942K
Net Calls Change
+$942K
Name Holding Trade Value Shares
Change
Change in
Stake
KKRC
1
Kohlberg Kravis Roberts & Co
New York
$141M
MCAI
2
Meritech Capital Associates IV
California
$108M +$117M +4,052,400 New
T. Rowe Price Associates
3
T. Rowe Price Associates
Maryland
$85.1M +$25.3M +877,076 +38%
EMG
4
ETF Managers Group
New Jersey
$47.9M +$51M +1,766,365 New
LSCM
5
Light Street Capital Management
California
$32.7M +$28.8M +997,431 +436%
RCM
6
Riverwood Capital Management
California
$28.5M +$30.8M +1,067,949 New
FAM
7
Fred Alger Management
New York
$26.7M -$7.59M -263,156 -21%
MCMC
8
Matrix Capital Management Company
New Hampshire
$26.7M
Vanguard Group
9
Vanguard Group
Pennsylvania
$25.5M +$5M +173,389 +22%
BAMCO Inc
10
BAMCO Inc
New York
$18.9M +$2.47M +85,644 +14%
Fidelity Investments
11
Fidelity Investments
Massachusetts
$14.9M -$7.13M -246,950 -31%
Neuberger Berman Group
12
Neuberger Berman Group
New York
$14.4M +$1.54M +53,437 +11%
Wellington Management Group
13
Wellington Management Group
Massachusetts
$13.9M +$8.13M +281,911 +117%
BlackRock
14
BlackRock
New York
$11M -$2.58M -89,293 -18%
Macquarie Group
15
Macquarie Group
Australia
$8.67M -$67.1K -2,324 -0.7%
ACH
16
ArrowMark Colorado Holdings
Colorado
$8.34M +$355K +12,289 +4%
GCM
17
Ghisallo Capital Management
Massachusetts
$8.01M
Janus Henderson Group
18
Janus Henderson Group
United Kingdom
$6.58M +$2.25K +78 +0%
UBS AM
19
UBS AM
Illinois
$5.84M -$164K -5,700 -3%
Geode Capital Management
20
Geode Capital Management
Massachusetts
$2.99M +$3.24M +112,212 New
A
21
Accenture
Ireland
$2.77M
IAM
22
Ion Asset Management
Israel
$1.87M -$237K -8,200 -10%
Tudor Investment Corp
23
Tudor Investment Corp
Connecticut
$1.79M -$716K -24,814 -27%
UOC
24
UBS O'Connor
Illinois
$1.75M +$97.9K +3,391 +5%
IEFM
25
IQ EQ Fund Management
Ireland
$1.61M +$1.74M +60,222 New

FORG Hedge Fund Activity: Q4 2021 in Review

53 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in ForgeRock, Inc. (FORG) for Q4 2021, worth a combined $660M — down 2.4% from $677M a quarter earlier.

Sellers outnumbered buyers: 27 funds closed out of FORG and 14 opened new positions — a net loss of 13 holders — while 13 trimmed existing stakes and 16 added.

The largest buyer was ETF Managers Group, opening a new position worth an estimated $51M. The largest seller was Bank Julius Baer & Co, exiting entirely with an estimated $17.4M sold.

  • 53 institutional investors held ForgeRock, Inc. (FORG) as of Q4 2021, down from 67 in Q3 2021.
  • Funds reported $660M of ForgeRock, Inc. stock for Q4 2021, down 2.4% quarter-over-quarter.
  • 14 funds opened new ForgeRock, Inc. positions in Q4 2021 and 27 closed out, a net change of -13 holders.
  • The largest ForgeRock, Inc. buyer in Q4 2021 was ETF Managers Group, an estimated $51M added.
  • The largest ForgeRock, Inc. seller in Q4 2021 was Bank Julius Baer & Co, an estimated $17.4M sold.

Based on aggregated 13F filings for Q4 2021.