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FWDI — FORWARD INDUSTRIES INC

Reported value held$61.48M
Funds holding (latest)28
SectorFinancials
Funds holding (Q2 2026)25
Institutional value$43.90M · 9.01M sh
New / Add / Cut / Exit10 / 9 / 6 / 1
Top-5 / Top-10 concentration85.1% / 93.8%
Institutional holdings change Accumulating +70.1% (+3.71M sh)
Institutional value change Up +87.1%

As of Q2 2026, 25 SEC-registered investment managers reported holding FWDI (FORWARD INDUSTRIES INC) in their latest 13F filings, with a combined reported value of $43.90M across 9.01M shares. That is +70.1% by share count (+3.71M shares) versus the previous quarter, while reported value moved +87.1%. Ownership is concentrated: the five largest holders account for 85.1% of reported value and the top ten for 93.8%.

Compared with the prior quarter, 10 opened new positions, 9 added to existing stakes, 6 trimmed, 1 exited entirely. 13F holdings are quarter-end snapshots, so these moves reflect positioning as of Q2 2026, not real-time trading.

FWDI is classified in the Financials sector.

All figures on this page are computed from SEC Form 13F quarterly filings. 13F filers disclose long positions of $100,000 or more within 45 days of quarter end; short positions, options overlays and intra-quarter trades are not included, so treat the numbers as a quarterly snapshot of institutional ownership rather than real-time positioning.

FundQuarterSharesValuePortfolio WeightChange
BlackRock Inc history Q2 2026 3.71M $15.66M 0.00% Add
Geode Capital Management history Q2 2026 1.94M $14.31M 0.00% Add
Vanguard Group history Q4 2025 1.14M $7.50M 0.00% Add
Marshall Wace history Q1 2026 1.16M $5.15M 0.01% Reduce
Steadfast Capital Management history Q4 2025 745.95K $4.93M 0.09% New
Citadel Advisors history Q2 2026 884.08K $3.73M 0.00% Add
Northern Trust Corp history Q2 2026 474.53K $2.00M 0.00% Add
UBS Group AG history Q2 2026 388.01K $1.64M 0.00% Add
Lazard Asset Management history Q2 2026 201.87K $851.89K 0.00% Reduce
Morgan Stanley history Q2 2026 191.90K $809.80K 0.00% Add
Renaissance Technologies history Q2 2026 188.85K $796.96K 0.00% Reduce
BNY Mellon history Q2 2026 175.12K $739.01K 0.00% Add
Moore Capital Management history Q2 2026 150.00K $633.00K 0.01% Reduce
Charles Schwab Investment Management history Q2 2026 140.36K $592.32K 0.00% Add
D. E. Shaw & Co history Q2 2026 88.73K $374.46K 0.00% New
Deutsche Bank AG history Q2 2026 60.54K $255.46K 0.00% New
Goldman Sachs Group history Q2 2026 59.21K $249.88K 0.00% Reduce
Wells Fargo & Co history Q2 2026 51.96K $219.27K 0.00% New
Citigroup Inc history Q2 2026 46.28K $195.31K 0.00% New
Bank of America Corp history Q2 2026 41.13K $173.58K 0.00% New

View all 28 fund holders →

New Positions (Q2 2026)

Fully Exited (vs previous quarter)

Fund Position History — shares by quarter (top 20 funds)

FundQ2 2024Q3 2024Q4 2024Q1 2025Q2 2025Q3 2025Q4 2025Q1 2026Q2 2026
BlackRock Inc — 28.28K 28.28K 28.28K 28.28K 28.28K 32.05K 211.96K 3.71M
Geode Capital Management — — — — — 8.10K 809.00K 1.07M 1.94M
Citadel Advisors — — 10.71K — — 1.11M 539.48K 703.98K 884.08K
Northern Trust Corp — — — — — — 154.27K 145.44K 474.53K
UBS Group AG 3.81K — 3.08K 105 11.71K 5.35K 78.29K 122.83K 388.01K
Lazard Asset Management — — — — — — — 399.72K 201.87K
Morgan Stanley 591 581 1.80K 124 1 1.54K 82.93K 109.79K 191.90K
Renaissance Technologies 52.69K 51.99K 50.09K 51.69K 55.59K 60.02K 24.40K 400.22K 188.85K
BNY Mellon — — — — — — — 17.73K 175.12K
Moore Capital Management — — — — — 270.27K 200.00K 200.00K 150.00K
Charles Schwab Investment Management — — — — — — 39.05K 39.05K 140.36K
D. E. Shaw & Co — — — — — — — — 88.73K
Deutsche Bank AG — — — — — — — — 60.54K
Goldman Sachs Group — — — — — — 81.71K 159.49K 59.21K
Wells Fargo & Co — — — — — — — — 51.96K
Citigroup Inc — — — — — — 1 — 46.28K
Bank of America Corp 296 296 321 296 297 16.07K 2.10K — 41.13K
Two Sigma Investments — — — — — — 96.54K 143.75K 38.21K
Millennium Management — — — — — 119.19K 100.01K 402.96K 38.06K
Invesco Ltd — — — — — — — — 32.28K

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