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FORG

ForgeRock, Inc.

Delisted

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

94 hedge funds and large institutions have $401M invested in ForgeRock, Inc. in 2022 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 31 increasing their positions, 25 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

140% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 10

24% more repeat investments, than reductions

Existing positions increased: 31 | Existing positions reduced: 25

18% more funds holding

Funds holding: 8094 (+14)

14% less call options, than puts

Call options by funds: $1.4M | Put options by funds: $1.62M

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

34% less capital invested

Capital invested by funds: $611M → $401M (-$210M)

Holders
94
Holders Change
+14
Holders Change %
+17.5%
% of All Funds
1.62%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
24
Increased
31
Reduced
25
Closed
10
Calls
$1.4M
Puts
$1.62M
Net Calls
-$222K
Net Calls Change
-$949K
Name Holding Trade Value Shares
Change
Change in
Stake
RCM
1
Riverwood Capital Management
California
$66.4M
MCAI
2
Meritech Capital Associates IV
California
$50.3M
Vanguard Group
3
Vanguard Group
Pennsylvania
$41.7M +$12.1M +629,536 +28%
BlackRock
4
BlackRock
New York
$33.4M +$1.13M +58,875 +3%
EDRH
5
Edmond de Rothschild Holding
Switzerland
$24M +$3.47M +180,306 +12%
CCPM
6
Cooper Creek Partners Management
New York
$17.5M +$10.9M +566,778 +89%
AI
7
Aperture Investors
New York
$17.1M +$10.5M +545,374 +87%
LSCM
8
Light Street Capital Management
California
$16.2M -$10.7M -554,985 -33%
T. Rowe Price Associates
9
T. Rowe Price Associates
Maryland
$15.2M -$28M -1,457,025 -58%
Wellington Management Group
10
Wellington Management Group
Massachusetts
$13.3M -$218K -11,311 -1%
KKRC
11
Kohlberg Kravis Roberts & Co
New York
$11.5M
BAMCO Inc
12
BAMCO Inc
New York
$10.3M
State Street
13
State Street
Massachusetts
$8.32M +$790K +41,054 +8%
Geode Capital Management
14
Geode Capital Management
Massachusetts
$7.5M +$317K +16,481 +3%
ACH
15
ArrowMark Colorado Holdings
Colorado
$6.81M +$141K +7,331 +2%
Macquarie Group
16
Macquarie Group
Australia
$6.27M -$1.71M -88,815 -17%
Fidelity Investments
17
Fidelity Investments
Massachusetts
$6.25M -$690K -35,861 -8%
Northern Trust
18
Northern Trust
Illinois
$3.6M +$207K +10,761 +5%
WMSA
19
Weiss Multi-Strategy Advisers
New York
$3.34M +$1.35M +70,000 +44%
HIM
20
Herald Investment Management
United Kingdom
$2.54M +$1.83M +95,000 +119%
CCM
21
Cinctive Capital Management
New York
$2.51M +$3.33M +172,989 New
UBS AM
22
UBS AM
Illinois
$2.48M -$499K -25,956 -13%
MOACM
23
Mutual of America Capital Management
New York
$2.32M +$1.22M +63,489 +66%
Tudor Investment Corp
24
Tudor Investment Corp
Connecticut
$2.1M +$2.79M +144,887 New
IEFM
25
IQ EQ Fund Management
Ireland
$1.95M +$314K +16,302 +14%

FORG Hedge Fund Activity: Q3 2022 in Review

94 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in ForgeRock, Inc. (FORG) for Q3 2022, worth a combined $401M — down 34% from $611M a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new FORG positions and 10 closed out — a net gain of 14 holders — while 31 added to existing stakes and 25 trimmed.

The largest buyer was Vanguard Group, adding an estimated $12.1M. The largest seller was T. Rowe Price Associates, cutting an estimated $28M.

  • 94 institutional investors held ForgeRock, Inc. (FORG) as of Q3 2022, up from 80 in Q2 2022.
  • Funds reported $401M of ForgeRock, Inc. stock for Q3 2022, down 34% quarter-over-quarter.
  • 24 funds opened new ForgeRock, Inc. positions in Q3 2022 and 10 closed out, a net change of +14 holders.
  • The largest ForgeRock, Inc. buyer in Q3 2022 was Vanguard Group, an estimated $12.1M added.
  • The largest ForgeRock, Inc. seller in Q3 2022 was T. Rowe Price Associates, an estimated $28M sold.

Based on aggregated 13F filings for Q3 2022.