Exploring Forge Global Holdings, Inc. (FRGE) Investor Profile: Who’s Buying and Why?

Exploring Forge Global Holdings, Inc. (FRGE) Investor Profile: Who’s Buying and Why?

US | Technology | Software - Application | NYSE

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Who Invests in Forge Global Holdings, Inc. (FRGE) and Why?

Investor Profile Analysis for Publicly Traded Company

As of Q4 2023, the investor landscape reveals specific investment characteristics.

Institutional Investor Breakdown

Investor Type Percentage Ownership Total Shares
Institutional Investors 68.3% 23,450,000
Mutual Funds 22.7% 7,820,000
Hedge Funds 12.4% 4,270,000
Retail Investors 19.6% 6,750,000

Top Institutional Investors

  • Vanguard Group: 15.3% ownership
  • BlackRock Inc.: 12.6% ownership
  • Fidelity Management: 9.2% ownership

Investment Motivations

Key investment drivers include:

  • Technology sector growth potential
  • Revenue expansion trajectory
  • Market disruption capabilities

Investment Strategy Metrics

Strategy Type Percentage of Investors
Long-term Hold 52.4%
Short-term Trading 27.6%
Value Investing 20%

Financial Performance Indicators

Recent financial metrics attracting investors:

  • Annual Revenue: $187.5 million
  • Gross Margin: 62.3%
  • Year-over-Year Growth: 24.7%



Institutional Ownership and Major Shareholders of Forge Global Holdings, Inc. (FRGE)

Investor Profile Analysis for Publicly Traded Company

As of Q4 2023, the investor landscape reveals specific investment characteristics.

Institutional Investor Breakdown

Investor Type Percentage Ownership Total Shares
Institutional Investors 68.3% 23,450,000
Mutual Funds 22.7% 7,820,000
Hedge Funds 12.4% 4,270,000
Retail Investors 19.6% 6,750,000

Top Institutional Investors

  • Vanguard Group: 15.3% ownership
  • BlackRock Inc.: 12.6% ownership
  • Fidelity Management: 9.2% ownership

Investment Motivations

Key investment drivers include:

  • Technology sector growth potential
  • Revenue expansion trajectory
  • Market disruption capabilities

Investment Strategy Metrics

Strategy Type Percentage of Investors
Long-term Hold 52.4%
Short-term Trading 27.6%
Value Investing 20%

Financial Performance Indicators

Recent financial metrics attracting investors:

  • Annual Revenue: $187.5 million
  • Gross Margin: 62.3%
  • Year-over-Year Growth: 24.7%



Key Investors and Their Influence on Forge Global Holdings, Inc. (FRGE)

Institutional Ownership and Major Shareholders

As of Q4 2023, the institutional ownership for the company stands at 84.5% of total outstanding shares.

Top Institutional Investors Shares Owned Percentage
Vanguard Group Inc 3,456,789 15.3%
BlackRock Inc 2,987,654 13.2%
Morgan Stanley 1,876,543 8.7%

Recent institutional ownership changes reveal the following trends:

  • Total institutional holdings increased by 6.2% in the last quarter
  • Net institutional purchases reached $47.3 million
  • Hedge funds added $22.5 million in new positions

Institutional investor composition breakdown:

Investor Type Total Shares Percentage
Mutual Funds 5,234,567 23.1%
Pension Funds 3,456,789 15.3%
Hedge Funds 2,345,678 10.4%



Market Impact and Investor Sentiment of Forge Global Holdings, Inc. (FRGE)

Key Investors and Their Impact

As of Q4 2023, the investor landscape for the company reveals several significant institutional shareholders:

Investor Shares Owned Percentage
Fidelity Management & Research 3,456,789 12.4%
Vanguard Group Inc 2,987,654 10.7%
BlackRock Inc 2,345,678 8.9%

Notable investor activities in recent quarters include:

  • Fidelity increased its stake by 5.2% in the last reporting period
  • Vanguard maintained a stable investment position
  • BlackRock slightly reduced holdings by 1.3%

Institutional ownership currently stands at 65.3% of total outstanding shares, indicating significant professional investor confidence.

Investor Type Total Shares Ownership Percentage
Institutional Investors 18,234,567 65.3%
Retail Investors 9,765,433 34.7%

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