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Business Summary
Filings
Ownership
Valuation
Ownership — FWRD
Institutional Holdings
Insider Transactions
US Institutional Ownership
91.1%
Institution
Shares
Value
Ownership %
Change
Filing Date
CLEARLAKE CAPITAL GROUP, L.P.
3.83M
$63.0M
12.11%
--
2026-03-31
BlackRock, Inc.
3.70M
$61.0M
11.71%
+299.3K
2026-03-31
Irenic Capital Management LP
1.23M
$20.0M
3.89%
--
2026-03-31
FMR LLC
1.09M
$18.0M
3.44%
+124.8K
2026-03-31
STATE STREET CORP
1.05M
$17.0M
3.33%
+103.6K
2026-03-31
VANGUARD CAPITAL MANAGEMENT LLC
1.03M
$17.0M
3.25%
--
2026-03-31
Paralel Advisors LLC
975.0K
$16.0M
3.09%
--
2026-03-31
VANGUARD PORTFOLIO MANAGEMENT LLC
898.2K
$15.0M
2.84%
--
2026-03-31
JANE STREET GROUP, LLC
878.7K
$14.0M
2.78%
-481.3K
2026-03-31
Melqart Asset Management (UK) Ltd
877.7K
$14.0M
2.78%
+27.9K
2026-03-31
UBS Group AG
756.0K
$12.0M
2.39%
+264.1K
2026-03-31
CIBC WORLD MARKET INC.
734.3K
$12.0M
2.32%
-50.5K
2026-03-31
LITTLEJOHN & CO LLC
733.3K
$12.0M
2.32%
-1.69M
2026-03-31
CITADEL ADVISORS LLC
683.9K
$11.0M
2.16%
+42.0K
2026-03-31
GOLDMAN SACHS GROUP INC
620.8K
$10.0M
1.96%
+377.6K
2026-03-31
GEODE CAPITAL MANAGEMENT, LLC
551.6K
$9.0M
1.75%
+19.9K
2026-03-31
CHARLES SCHWAB INVESTMENT MANAGEMENT INC
497.7K
$8.0M
1.58%
+15.7K
2026-03-31
BNP PARIBAS FINANCIAL MARKETS
480.2K
$8.0M
1.52%
+75.5K
2026-03-31
MORGAN STANLEY
417.5K
$6.0M
1.32%
+73.5K
2026-03-31
HRT FINANCIAL LP
407.2K
$6.0M
1.29%
+254.8K
2026-03-31
Shay Capital LLC
366.4K
$6.0M
1.16%
+172.1K
2026-03-31
ROYCE & ASSOCIATES LP
348.0K
$5.0M
1.10%
+66.4K
2026-03-31
DIMENSIONAL FUND ADVISORS LP
318.9K
$5.0M
1.01%
+166.1K
2026-03-31
Invesco Ltd.
312.8K
$5.0M
0.99%
+43.8K
2026-03-31
BANK OF AMERICA CORP /DE/
311.1K
$5.0M
0.98%
-73.6K
2026-03-31
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