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
13,784,610
Price per share
$44.70
All holders as of 31 Dec 2025
Q4 2025
Total 13F shares
6,146,169
Total reported value
$273,877,082
% of total 13F portfolios
0%
Share change
+2,767,579
Value change
+$130,383,880
Number of holders
104
Price from insider filings
$44.70
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. 5.9% +22% $36,240,292 +$7,052,957 813,292 +24% BlackRock, Inc. 31 Dec 2025

As of 31 Dec 2025, 104 institutional investors reported holding 6,146,169 shares of Forge Global Holdings, Inc. - Common Stock (FRGE). This represents 45% of the company’s total 13,784,610 outstanding shares.

Top 25 Institutional Shareholders

The largest institutional shareholders of Forge Global Holdings, Inc. - Common Stock (FRGE) together control 38% 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
BlackRock, Inc. 5.9% 815,409 +24% 0% $36,334,625
VANGUARD GROUP INC 4.2% 584,708 +35% 0% $26,054,588
ALLIANCEBERNSTEIN L.P. 2.7% 368,124 +2870% 0.01% $16,403,605
First Trust Capital Management L.P. 2.2% 307,802 0.83% $13,715,657
FIL Ltd 2.2% 300,000 0.01% $13,368,000
Qube Research & Technologies Ltd 2% 276,460 0.02% $12,319,058
AWM Investment Company, Inc. 1.9% 264,179 +28% 1.1% $11,771,816
GEODE CAPITAL MANAGEMENT, LLC 1.7% 230,891 +7.2% 0% $10,290,677
RENAISSANCE TECHNOLOGIES LLC 1.6% 226,079 +287% 0.02% $10,074,080
STATE STREET CORP 1.5% 200,979 +17% 0% $8,955,624
SOROS FUND MANAGEMENT LLC 1.4% 198,530 0.12% $8,846,497
WATER ISLAND CAPITAL LLC 1.4% 197,075 1.1% $8,781,662
WELLS FARGO & COMPANY/MN 1.3% 183,075 +2.9% 0% $8,157,821
MORGAN STANLEY 0.83% 114,411 +873% 0% $5,098,154
MILLENNIUM MANAGEMENT LLC 0.79% 109,105 -42% 0% $4,861,719
ALPINE ASSOCIATES MANAGEMENT INC. 0.71% 98,107 0.29% $4,371,647
ABC ARBITRAGE SA 0.69% 94,553 0.39% $4,213,282
GABELLI FUNDS LLC 0.66% 90,700 0.03% $4,041,592
MARSHALL WACE, LLP 0.62% 85,316 +17% 0% $3,801,681
Balyasny Asset Management L.P. 0.61% 83,487 0.01% $3,720,181
NORTHERN TRUST CORP 0.57% 79,175 -0.95% 0% $3,528,038
Versor Investments LP 0.55% 75,189 0.52% $3,350,422
CIBRA Capital Ltd 0.54% 74,966 0% 5.7% $3,340,485
CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.53% 73,737 +2.2% 0% $3,285,721
AQR CAPITAL MANAGEMENT LLC 0.52% 71,460 +23% 0% $3,184,258

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 6,146,169 $273,877,082 +$130,383,880 $44.56 104
2025 Q3 5,079,757 $85,848,784 +$10,086,718 $16.90 79
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