Forge Global Holdings, Inc. (FRGE) — Institutional Holders, Q1 2026

1 institutional investment managers reported a FRGE position on SEC Form 13F-HR for the quarter ended March 31, 2026, with a combined reported value of $2.8K. Every filer is listed below, ranked by position value. Put and call option positions are excluded, and a firm filing several lots or share classes is shown once with its total.

← FRGE stock profile

FRGE in Q1 2026: what funds did

Funds that filed a 13F for both Q4 2025 and Q1 2026, by what they did with the common stock. Share counts are adjusted for any split between the two quarters; dollar figures are the change in shares at this quarter’s price.

New positions

Added to

Trimmed

Sold out

110

Biggest buyers

IFP AdvisorsAdded · +17 sh+$765.00

Biggest sellers

BlackRockSold out · -815,409 sh-$36.7M
ALLIANCEBERNSTEIN L.P.Sold out · -368,124 sh-$16.6M
First Capital Management L.P.Sold out · -307,802 sh-$13.9M
FIL LtdSold out · -300,000 sh-$13.5M
HSBC PLCSold out · -282,696 sh-$12.7M

FRGE 13F holders ranked 1–1 of 1

Institutional investors reporting a position in Forge Global Holdings, Inc. on SEC Form 13F-HR for Q1 2026, ranked by reported value.
#	Institution	Shares	Value	% of portfolio	QoQShares vs Q4 2025
1	IFP Advisors#1 · 63 sh	63	$2.8K	—	+37.0%

Funds that sold out of FRGE in Q1 2026 (110)

Held FRGE at the end of Q4 2025 and filed a Q1 2026 13F without it. Not in the list above, because they no longer hold it. Largest prior position first.

Institutions that held FRGE in Q4 2025 and reported no position in Q1 2026.
Institution	Shares sold	Value in Q4 2025
BlackRock815,409 sh	815,409	$36.3M
ALLIANCEBERNSTEIN L.P.368,124 sh	368,124	$16.4M
First Capital Management L.P.307,802 sh	307,802	$13.7M
FIL Ltd300,000 sh	300,000	$13.4M
HSBC PLC282,696 sh	282,696	$12.6M
Qube Research & Technologies Ltd276,460 sh	276,460	$12.3M
AWM Investment Company264,179 sh	264,179	$11.8M
GEODE CAPITAL MANAGEMENT230,891 sh	230,891	$10.3M
RENAISSANCE TECHNOLOGIES226,079 sh	226,079	$10.1M
STATE STREET200,979 sh	200,979	$9.0M
SOROS FUND MANAGEMENT198,530 sh	198,530	$8.8M
WATER ISLAND CAPITAL197,075 sh	197,075	$8.8M
WELLS FARGO & COMPANY183,075 sh	183,075	$8.2M
MORGAN STANLEY114,411 sh	114,411	$5.1M
MILLENNIUM MANAGEMENT109,105 sh	109,105	$4.9M
ALPINE ASSOCIATES MANAGEMENT98,107 sh	98,107	$4.4M
ABC ARBITRAGE SA94,553 sh	94,553	$4.2M
Deeter Investments LLP108,556 sh	108,556	$4.1M
GABELLI FUNDS90,700 sh	90,700	$4.0M
MARSHALL WACE, LLP85,316 sh	85,316	$3.8M
BALYASNY ASSET MANAGEMENT L.P.83,487 sh	83,487	$3.7M
NORTHERN79,175 sh	79,175	$3.5M
Versor Investments75,189 sh	75,189	$3.4M
CIBRA Capital Ltd74,966 sh	74,966	$3.3M
CHARLES SCHWAB INVESTMENT MANAGEMENT73,737 sh	73,737	$3.3M
AQR CAPITAL MANAGEMENT71,460 sh	71,460	$3.2M
D. E. Shaw68,395 sh	68,395	$3.0M
GAMCO INVESTORS, ET AL66,000 sh	66,000	$2.9M
Abacus Wealth Partners62,856 sh	62,856	$2.8M
Connor, Clark & Lunn Investment Management Ltd.60,943 sh	60,943	$2.7M
TORONTO DOMINION BANK59,900 sh	59,900	$2.7M
GOLDMAN SACHS GROUP55,627 sh	55,627	$2.5M
Magnetar Financial50,250 sh	50,250	$2.2M
HARVEST MANAGEMENT40,000 sh	40,000	$1.8M
GABELLI & INVESTMENT ADVISERS39,350 sh	39,350	$1.8M
Groupe la Francaise30,000 sh	30,000	$1.3M
Nuveen27,097 sh	27,097	$1.2M
Quantinno Capital Management26,321 sh	26,321	$1.2M
Bank of New York Mellon25,600 sh	25,600	$1.1M
TWO SIGMA INVESTMENTS24,472 sh	24,472	$1.1M
Alberta Investment Management21,084 sh	21,084	$939.5K
CREDIT INDUSTRIEL ET COMMERCIAL20,000 sh	20,000	$891.2K
BARCLAYS PLC17,251 sh	17,251	$768.7K
AMERICAN CENTURY COMPANIES16,729 sh	16,729	$745.4K
Susquehanna Portfolio Strategies16,254 sh	16,254	$724.3K
JPMORGAN CHASE16,177 sh	16,177	$720.8K
Carlson Capital, L.P.15,500 sh	15,500	$690.7K
CANADA PENSION PLAN INVESTMENT BOARD13,900 sh	13,900	$619.4K
STRS OHIO12,800 sh	12,800	$570.4K
RHUMBLINE ADVISERS12,619 sh	12,619	$562.3K
LMR Partners LLP12,446 sh	12,446	$554.6K
UBS Group AG10,447 sh	10,447	$465.5K
SUSQUEHANNA INTERNATIONAL GROUP, LLP10,083 sh	10,083	$449.3K
Squarepoint Ops9,754 sh	9,754	$434.6K
IEQ CAPITAL9,384 sh	9,384	$418.2K
DIMENSIONAL FUND ADVISORS8,842 sh	8,842	$394.0K
DEUTSCHE BANK AG\7,142 sh	7,142	$318.2K
Invesco Ltd.6,991 sh	6,991	$311.5K
MetLife Investment Management6,641 sh	6,641	$295.9K
Miracle Mile Advisors6,410 sh	6,410	$285.6K
Inscription Capital6,121 sh	6,121	$272.8K
PRICE T ROWE ASSOCIATES5,984 sh	5,984	$267.0K
CWM5,741 sh	5,741	$256.0K
Summit Trail Advisors5,268 sh	5,268	$234.7K
MIRAE ASSET GLOBAL ETFS Ltd.5,123 sh	5,123	$228.3K
LOS ANGELES CAPITAL MANAGEMENT10,057 sh	10,057	$216.3K
NEW YORK STATE COMMON RETIREMENT FUND3,743 sh	3,743	$166.8K
BNP PARIBAS FINANCIAL MARKETS2,524 sh	2,524	$112.5K
Police & Firemen's Retirement System of New Jersey2,481 sh	2,481	$110.6K
PenderFund Capital Management Ltd.2,300 sh	2,300	$102.5K
FMR1,979 sh	1,979	$88.2K
Rockefeller Capital Management L.P.1,931 sh	1,931	$86.0K
LONGFELLOW INVESTMENT MANAGEMENT1,701 sh	1,701	$75.8K
BANK OF AMERICA1,281 sh	1,281	$57.1K
METEORA CAPITAL1,043 sh	1,043	$46.5K
Ameritas Investment Partners1,041 sh	1,041	$46.4K
Legal & General Group Plc1,019 sh	1,019	$45.4K
NISA INVESTMENT ADVISORS966 sh	966	$43.0K
Tower Research Capital (TRC)888 sh	888	$39.6K
Russell Investments Group, Ltd.868 sh	868	$38.7K
Sterling Capital Management639 sh	639	$28.5K
Essential Partners605 sh	605	$27.0K
ROYAL BANK OF CANADA458 sh	458	$21.0K
AMALGAMATED BANK348 sh	348	$16.0K
EverSource Wealth Advisors320 sh	320	$14.3K
Caitong International Asset Management , Ltd263 sh	263	$11.7K
CITIGROUP251 sh	251	$11.2K
JONES FINANCIAL COMPANIES LLLP250 sh	250	$11.1K
GAMMA Investing176 sh	176	$7.8K
True Wealth Design134 sh	134	$6.0K
Optiver Holding B.V.116 sh	116	$5.2K
DV Trading100 sh	100	$4.5K
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP88 sh	88	$3.9K
Allworth Financial75 sh	75	$3.3K
OSAIC52 sh	52	$2.3K
Belvedere Trading51 sh	51	$2.3K
Basecamp Wealth Advisors35 sh	35	$1.6K
SRS Capital Advisors29 sh	29	$1.3K
US BANCORP \DE\27 sh	27	$1.2K
ROTHSCHILD INVESTMENT25 sh	25	$1.1K

And 10 smaller positions.

Source: Form 13F-HR filings on SEC EDGAR, Q1 2026. Values are as reported by each manager at quarter end. “% of portfolio” is the position’s share of the manager’s total reported 13F value for the same quarter. “New” means the manager filed a 13F for Q4 2025 without this position; a dash means no comparison is available. Where a manager’s own filing is internally inconsistent its value is withheld and it is listed last. 13F data shows reported holdings, not recommendations.