Forge Global Holdings, Inc. - Common Stock (FRGE) Institutional Ownership

13F Institutional Holders and Ownership History from Q1 2025 to Q4 2025

Type / Class
Equity / Common Stock
Symbol
FRGE on NYSE
Shares outstanding
13,564,252
Price per share
$44.56
All holders as of 30 Sep 2025
Q3 2025
Total 13F shares
5,097,205
Total reported value
$86,143,656
% of total 13F portfolios
0%
Share change
+604,615
Value change
+$10,044,131
Number of holders
80
Price from insider filings
$44.56
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

Significant Owners of Forge Global Holdings, Inc. - Common Stock (FRGE) based on Schedule 13D/G filings

Filer Ownership Change % Holdings Value Net Change Nb Shares Change % Reporting Name Report Period
DEUTSCHE BORSE AG 12% 0% $27,279,067 1,614,146 0% DEUTSCHE BORSE AG 05 Nov 2025
BlackRock, Inc. 4.8% -10% $11,069,703 +$83,418 655,012 +0.76% BlackRock, Inc. 30 Sep 2025

As of 30 Sep 2025, 80 institutional investors reported holding 5,097,205 shares of Forge Global Holdings, Inc. - Common Stock (FRGE). This represents 38% of the company’s total 13,564,252 outstanding shares.

Top 25 Institutional Shareholders

The largest institutional shareholders of Forge Global Holdings, Inc. - Common Stock (FRGE) together control 36% of the company’s outstanding shares — a level of ownership often associated with strong institutional conviction and long‑term capital commitment.

Institution Ownership % Shares Held Share Change % Portfolio % Holdings Value
ROB Exploration LLC 12% 1,615,331 0% 100% $27,299,094
BlackRock, Inc. 4.8% 655,012 +0.76% 0% $11,069,703
VANGUARD GROUP INC 3.2% 433,969 +5.8% 0% $7,334,076
US BANCORP \DE\ 1.6% 220,971 -3.8% 0% $3,734,410
GEODE CAPITAL MANAGEMENT, LLC 1.6% 215,306 +3.2% 0% $3,639,153
AWM Investment Company, Inc. 1.5% 206,392 0.33% $3,488,025
MILLENNIUM MANAGEMENT LLC 1.4% 188,260 +221% 0% $3,181,594
WELLS FARGO & COMPANY/MN 1.3% 177,871 +0.65% 0% $3,006,020
STATE STREET CORP 1.3% 171,099 +4.7% 0% $2,891,573
Alyeska Investment Group, L.P. 1.1% 144,821 -31% 0.01% $2,447,475
RAYMOND JAMES FINANCIAL INC 0.82% 111,006 +12% 0% $1,876,002
NORTHERN TRUST CORP 0.59% 79,936 -1.4% 0% $1,350,918
MARSHALL WACE, LLP 0.54% 73,093 0% $1,235,273
CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.53% 72,125 +6.1% 0% $1,218,913
Abacus Wealth Partners, LLC 0.46% 62,856 0% 0.15% $1,062,266
Connor, Clark & Lunn Investment Management Ltd. 0.46% 62,044 0% $1,048,544
Walleye Capital LLC 0.46% 61,763 0.01% $1,043,795
RENAISSANCE TECHNOLOGIES LLC 0.43% 58,379 +51% 0% $986,605
AQR CAPITAL MANAGEMENT LLC 0.43% 58,117 +77% 0% $982,178
BANK OF AMERICA CORP /DE/ 0.28% 37,964 +442% 0% $641,592
Quantinno Capital Management LP 0.22% 29,964 +136% 0% $506,392
TWO SIGMA INVESTMENTS, LP 0.21% 28,901 0% $488,427
Nuveen, LLC 0.2% 26,926 0% 0% $455,050
JANE STREET GROUP, LLC 0.19% 26,164 0% $442,172
Bank of New York Mellon Corp 0.18% 24,037 +5.7% 0% $406,225

Institutional Holders of Forge Global Holdings, Inc. - Common Stock (FRGE) across Reporting Periods

Period Reported Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2025 Q4 76,248 $3,397,612 -$20,513 $44.56 5
2025 Q3 5,097,205 $86,143,656 +$10,044,131 $16.90 80
2025 Q2 4,490,977 $85,457,347 +$85,393,374 $19.04 66
2025 Q1 45,051 $25,852 +$25,852 $0.56 3