Forge Global Holdings (FRGE)

• Market cap: $239M
• 1 day: -1.24%
• 5 days: 0.69%
• 1 month: -20.78%
• 3 months: 10.71%
• 6 months: 108.79%
• Year to date: 24.06%
• 1 year: -12.54%
• 5 years: -88.63%
• 10 years: -88.63%
• Sector: Financials
• Industry: Capital Markets

About: Forge Global Holdings Inc is a financial service platform created to serve the needs of the private market. It provides marketplace infrastructure, data services, and technology solutions for private market participants. The company offers a trusted trading platform, proprietary data and insights to inform investment strategies, along with custody services to help companies, shareholders, institutions and accredited investors confidently navigate and transact in the private market.

Employees: 300

Fund manager confidence

Based on 2025 Q2 regulatory disclosures by fund managers ($100M+ AUM)

1,255% more call options, than puts

Call options by funds: $271K | Put options by funds: $20K

67% more repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 18

37.86% more ownership

Funds ownership: 2.65% [Q1] → 40.51% (+37.86%) [Q2]

17% more capital invested

Capital invested by funds: $80.9M [Q1] → $95M (+$14.1M) [Q2]

0% more funds holding in top 10

Funds holding in top 10: 2 [Q1] → 2 (+0) [Q2]

22% less funds holding

Funds holding: 87 [Q1] → 68 (-19) [Q2]

51% less first-time investments, than exits

New positions opened: 17 | Existing positions closed: 35

Research analyst outlook

1 Wall Street Analyst provided 1 year price targets over the past 3 months

• Low target: $34
• Avg. target: $34
• High target: $34

1 analyst rating

• positive: 1 100%
• neutral: 0 0%
• negative: 0 0%

UBS Alex Kramm

$34

Buy Maintained

6 Aug 2025