Forge Global HoldingsFRGE 13F holders, Q2 2025 (June 30) 66 holders +63
63 new positions
1 sold out
3 famous investors
$19.03 avg. 13F price*
At the end of Q2 2025 , 66 institutions reported holding Forge Global Holdings Inc. (FRGE) in their 13F filings, up 63 from Q1 2025. 63 opened new positions and 1 sold out. The largest holders were ROB Exploration LLC ($30.8M), BlackRock, Inc. ($12.4M) and Vanguard Group Inc. ($7.8M). 3 famous investors held it, including Israel Englander (0.0% of Millennium Management's portfolio), Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio) and Cliff Asness (0.0% of AQR Capital Management's portfolio).
Company Forge Global Holdings Inc.
CUSIP 34629L202
Latest filing quarter Q1 2026 History Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025 Institutions Total Value New Positions 63 $85.1M Exits 1 $25K
All 13F filers, Q1 2025 → Q2 2025: 4,470,863 shares bought and 44,903 shares sold, net +4,425,960 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 66 holders Portfolio Manager % of Holder's Portfolio Change vs Q1 2025 Shares Value ▼ ROB Exploration LLC 100.00% New 1,615,331 $30.8M BlackRock, Inc. 0.00% New 650,076 $12.4M Vanguard Group Inc. 0.00% New 410,017 $7.8M US Bancorp \de 0.01% New 229,642 $4.4M Alyeska Investment Group, L.P. 0.01% New 210,028 $4.0M Geode Capital Management, LLC 0.00% New 208,546 $4.0M Wells Fargo & Company 0.00% New 176,717 $3.4M State Street Corp. 0.00% New 163,459 $3.1M Raymond James Financial Inc. 0.00% New 99,334 $1.9M Northern Trust Corp. 0.00% New 81,071 $1.5M Charles Schwab Investment Management Inc. 0.00% New 67,953 $1.3M Abacus Wealth Partners, LLC 0.18% New 62,856 $1.2M Millennium Management 0.00% New 58,701 $1.1M Renaissance Technologies 0.00% New 38,779 $738K AQR Capital Management 0.00% New 32,807 $625K Nuveen, LLC 0.00% New 26,926 $513K UBS Group AG 0.00% New 26,872 $512K Gsa Capital Partners LLP 0.03% New 23,898 $455K Bank of New York Mellon Corp 0.00% New 22,741 $433K Los Angeles Capital Management LLC 0.00% New 21,342 $406K Trexquant Investment LP 0.00% New 17,490 $333K Susquehanna Portfolio Strategies, LLC 0.01% New 17,254 $329K Susquehanna International Group, LLP 0.00% New 17,172 $327K Barclays PLC 0.00% New 17,051 $325K Morgan Stanley 0.00% New 16,350 $311K Rhumbline Advisers 0.00% New 13,500 $257K Quantinno Capital Management LP 0.00% New 12,708 $242K Alliancebernstein L.P. 0.00% New 12,394 $236K Deutsche Bank AG 0.00% New 11,594 $221K Goldman Sachs Group Inc. 0.00% New 11,385 $217K Lasry Marc 1.21% New 11,363 $216K Brendel Financial Advisors LLC 0.12% New 10,961 $209K Summit Trail Advisors, LLC 0.00% New 10,705 $204K Truist Financial Corp. 0.00% New 10,000 $139K JPMorgan Chase & Co. 0.00% New 7,282 $139K Group One Trading LLC 0.00% New 7,216 $137K Bank of America Corp. 0.00% New 6,999 $133K MetLife Investment Management, LLC 0.00% New 6,641 $126K MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% New 5,581 $106K Citigroup Inc. 0.00% New 3,976 $76K Cwm, LLC 0.00% New 3,449 $66K Police & Firemen's Retirement System of New Jersey 0.00% New 2,481 $47K FMR LLC 0.00% New 1,548 $29K New York State Common Retirement Fund 0.00% New 1,443 $27K Tower Research Capital LLC (TRC) 0.00% New 1,382 $26K Nisa Investment Advisors, LLC 0.00% New 1,241 $24K Ameritas Investment Partners, Inc. 0.00% New 1,041 $20K Legal & General Group Plc 0.00% New 929 $18K Royal Bank of Canada 0.00% New 811 $16K BNP Paribas Financial Markets 0.00% New 531 $10K Sterling Capital Management LLC 0.00% New 275 $5K Amalgamated Bank 0.00% New 247 $5K GAMMA Investing LLC 0.00% New 227 $4K Lanark Financial, Inc. 0.00% New 200 $3K True Wealth Design, LLC 0.00% New 110 $2K Osaic Holdings, Inc. 0.00% New 92 $2K Essential Partners LLC 0.00% — 90 $2K EverSource Wealth Advisors, LLC 0.00% Reduce -85.6% 90 $2K Loring Wolcott & Coolidge Fiduciary Advisors LLP 0.00% New 88 $2K SBI Securities Co., Ltd. 0.00% Reduce -93.5% 58 $1K Arax Advisory Partners 0.00% New 26 $496 PNC Financial Services Group, Inc. 0.00% New 9 $171 Fortitude Family Office, LLC 0.00% New 6 $114 Northwestern Mutual Wealth Management Co. 0.00% New 4 $76 IFP Advisors, Inc 0.00% New 4 $76 Clearstead Advisors, LLC 0.00% New 1 $20
"% of holder's portfolio" is FRGE's weight in each manager's 13F, not the share of Forge Global Holdings Inc. the manager owns.