Position in FWRD
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$165,767
-$128,312 QoQ
Shares Held
12,270
-30.3% QoQ
Ownership
0.036%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#118
of 184 holders
Holding Since
Jun 2025
5 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in FWRD Over Time
Shares Held
Position Value (USD)
Position in Integrated Freight & Logistics
Industrials · as of Jun 30, 2026SIMPLEX TRADING, LLC holds $6,183,270 across 7 Integrated Freight & Logistics names. FWRD ranks #5 (2.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PBI |
Pitney Bowes Inc /De/
|
200,010 | $3,504,175 | |
| 2 | GXO |
GXO Logistics, Inc.
|
20,666 | $1,047,766 | |
| 3 | SERV |
Serve Robotics Inc. /DE/
|
137,005 | $901,492 | |
| 4 | JBHT |
Hunt J B Transport Services Inc
|
1,391 | $402,597 | |
| 5 | FWRD |
Forward Air Corp
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|
12,270 | $165,767 | |
| 6 | PAL |
Proficient Auto Logistics, Inc
|
21,798 | $148,444 | |
| 7 | LSTR |
Landstar System Inc
|
63 | $13,029 |
All Filings in FWRD
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $165,767 | 12,270 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $294,079 | 17,599 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $3,438,250 | 137,530 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $1,638,857 | 63,918 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $87,436 | 3,563 | Shares | Sole | 2025-08-05 | |
| No filing history on record for this holder in this stock. | ||||||