3994 · Money Forward, Inc. · Held by Funds
Market Cap
435.79B JPY
Shares
55.47M
Volume · Nov 11
439.6K
Avg daily vol (3M)
617.34K
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Funds whose latest official portfolio report holds Money Forward, Inc. (3994), matched by the security's ISIN: US registered funds from their Form N-PORT reports, and Swedish funds from their quarterly reports to Finansinspektionen. Each row is one fund position with its size, value and weight in that fund. Major shareholders who notified a regulator of a threshold crossing are listed separately and never added to the funds.
Major shareholders
Holders who notified a threshold crossing in the issuer's shares, voting rights or capital, newest event first. Each row is one dated notification, not a current register, and rows are never added together.
| Event date | Holder | Shares | Instruments | Total | Previous total | Published |
|---|---|---|---|---|---|---|
| 2026-10-30 | Mizuho Securities Co., Ltd., filing for 2 joint holders Financial Services Agency (Japan) | — | — | 5.07% | — | 2026-11-09 |
| 2026-10-30 | Nomura Securities Co.,Ltd., filing for 5 joint holders Financial Services Agency (Japan) | — | — | 3.34% | 5.33% | 2026-11-06 |
| 2026-10-15 | Artisan Investments GP LLC Financial Services Agency (Japan) | — | — | 4.07% | 5.27% | 2026-10-22 |
| 2026-08-31 | Tsuji Yosuke Correction Financial Services Agency (Japan) | — | — | 18.07% | 17.21% | 2026-09-08 |
| 2026-08-20 | GCQ FUNDS MANAGEMENT PTY LTD Financial Services Agency (Japan) | — | — | 4.07% | 5.22% | 2026-08-27 |
| 2026-07-31 | Baillie Gifford Overseas Limited, filing for 2 joint holders Financial Services Agency (Japan) | — | — | 8.35% | 9.37% | 2026-08-06 |
| 2026-07-31 | Nomura Securities Co.,Ltd., filing for 5 joint holders Financial Services Agency (Japan) | — | — | 5.33% | — | 2026-08-06 |
| 2026-07-28 | GCQ FUNDS MANAGEMENT PTY LTD Financial Services Agency (Japan) | — | — | 5.22% | 6.33% | 2026-08-04 |
| 2026-06-30 | Nomura Securities Co.,Ltd., filing for 5 joint holders Financial Services Agency (Japan) | — | — | 4.69% | 5.23% | 2026-07-06 |
| 2026-06-26 | ValueAct Capital Management, L.P., filing for 2 joint holders Financial Services Agency (Japan) | — | — | 17.94% | 14.39% | 2026-07-03 |
| 2026-04-24 | GCQ FUNDS MANAGEMENT PTY LTD Financial Services Agency (Japan) | — | — | 6.33% | 7.41% | 2026-05-01 |
| 2026-04-15 | Sumitomo Mitsui Banking Corporation, filing for 2 joint holders Financial Services Agency (Japan) | — | — | 5.77% | — | 2026-04-22 |
| 2026-04-15 | Nomura Securities Co.,Ltd., filing for 5 joint holders Financial Services Agency (Japan) | — | — | 5.23% | — | 2026-04-22 |
| 2026-03-16 | ValueAct Capital Management, L.P., filing for 2 joint holders Financial Services Agency (Japan) | — | — | 14.39% | 9.53% | 2026-03-24 |
| 2026-03-03 | Baillie Gifford Overseas Limited, filing for 2 joint holders Financial Services Agency (Japan) | — | — | 9.37% | 10.16% | 2026-03-09 |
| 2026-02-24 | GCQ FUNDS MANAGEMENT PTY LTD Financial Services Agency (Japan) | — | — | 7.41% | 6.18% | 2026-03-03 |
| 2026-01-15 | Capital Research and Management Company, filing for 4 joint holders Financial Services Agency (Japan) | — | — | 3.59% | 5.58% | 2026-01-22 |
| 2025-12-23 | ValueAct Capital Management, L.P., filing for 2 joint holders Correction Financial Services Agency (Japan) | — | — | 9.53% | 5.62% | 2026-01-05 |
| 2025-11-28 | Artisan Investments GP LLC Financial Services Agency (Japan) | — | — | 5.27% | — | 2025-12-05 |
| 2025-11-20 | GCQ FUNDS MANAGEMENT PTY LTD Financial Services Agency (Japan) | — | — | 6.18% | 5.14% | 2025-11-28 |
| 2025-10-27 | GCQ FUNDS MANAGEMENT PTY LTD Financial Services Agency (Japan) | — | — | 5.14% | — | 2025-11-04 |
| 2025-08-29 | Sumitomo Mitsui Trust Asset Management Co.,Ltd., filing for 2 joint holders Financial Services Agency (Japan) | — | — | 4.94% | 5.04% | 2025-09-04 |
| 2025-07-31 | Capital Research and Management Company, filing for 4 joint holders Financial Services Agency (Japan) | — | — | 5.58% | 6.19% | 2025-08-07 |
| 2025-07-31 | Sumitomo Mitsui Trust Asset Management Co.,Ltd., filing for 2 joint holders Financial Services Agency (Japan) | — | — | 5.04% | 5.95% | 2025-08-06 |
| 2025-07-16 | ValueAct Capital Management, L.P., filing for 2 joint holders Financial Services Agency (Japan) | — | — | 5.62% | — | 2025-07-24 |
| 2025-06-27 | Baillie Gifford Overseas Limited, filing for 2 joint holders Financial Services Agency (Japan) | — | — | 10.16% | 8.6% | 2025-07-03 |
| 2025-04-15 | Capital Research and Management Company, filing for 4 joint holders Financial Services Agency (Japan) | — | — | 6.19% | 8.48% | 2025-04-22 |
| 2025-03-31 | Sumitomo Mitsui Trust Asset Management Co.,Ltd., filing for 2 joint holders Financial Services Agency (Japan) | — | — | 5.95% | 5.82% | 2025-04-04 |
| 2025-02-28 | Capital Research and Management Company, filing for 4 joint holders Financial Services Agency (Japan) | — | — | 8.48% | 9.63% | 2025-03-07 |
| 2025-01-31 | Sumitomo Mitsui Trust Asset Management Co.,Ltd., filing for 2 joint holders Financial Services Agency (Japan) | — | — | 5.82% | 5.84% | 2025-02-06 |
| 2025-01-31 | JPMorgan Asset Management (Japan) Limited, filing for 4 joint holders Financial Services Agency (Japan) | — | — | 3.76% | 5.69% | 2025-02-05 |
| 2025-01-15 | Baillie Gifford Overseas Limited Financial Services Agency (Japan) | — | — | 8.6% | 7.5% | 2025-01-22 |
| 2024-12-31 | Baillie Gifford Overseas Limited Financial Services Agency (Japan) | — | — | 7.5% | 6.39% | 2025-01-08 |
| 2024-12-13 | Baillie Gifford Overseas Limited Financial Services Agency (Japan) | — | — | 6.39% | — | 2024-12-19 |
| 2024-11-29 | BlackRock Japan Co., Ltd., filing for 5 joint holders Financial Services Agency (Japan) | — | — | 3.82% | 5.33% | 2024-12-05 |
| 2024-10-15 | Sumitomo Mitsui Trust Asset Management Co.,Ltd., filing for 2 joint holders Financial Services Agency (Japan) | — | — | 5.84% | 5.91% | 2024-10-21 |
| 2024-09-30 | JPMorgan Asset Management (Japan) Limited, filing for 4 joint holders Financial Services Agency (Japan) | — | — | 5.69% | 5.43% | 2024-10-03 |
| 2024-09-13 | JPMorgan Asset Management (Japan) Limited, filing for 5 joint holders Financial Services Agency (Japan) | — | — | 5.43% | 5.89% | 2024-09-19 |
| 2024-08-15 | Sumitomo Mitsui Trust Asset Management Co.,Ltd., filing for 2 joint holders Financial Services Agency (Japan) | — | — | 5.91% | 5.16% | 2024-08-21 |
| 2024-07-31 | JPMorgan Asset Management (Japan) Limited, filing for 5 joint holders Financial Services Agency (Japan) | — | — | 5.89% | 5.37% | 2024-08-05 |
| 2024-07-15 | Sumitomo Mitsui Trust Asset Management Co.,Ltd., filing for 2 joint holders Financial Services Agency (Japan) | — | — | 5.16% | — | 2024-07-19 |
| 2024-06-14 | JPMorgan Asset Management (Japan) Limited, filing for 5 joint holders Financial Services Agency (Japan) | — | — | 5.37% | — | 2024-06-19 |
| 2024-05-31 | Asset Management One Co., Ltd., filing for 2 joint holders Financial Services Agency (Japan) | — | — | 4.93% | 6.15% | 2024-06-07 |
| 2024-05-15 | BlackRock Japan Co., Ltd., filing for 7 joint holders Financial Services Agency (Japan) | — | — | 5.33% | — | 2024-05-20 |
| 2024-01-31 | Capital Research and Management Company, filing for 4 joint holders Financial Services Agency (Japan) | — | — | 9.63% | 7.98% | 2024-02-07 |
| 2023-12-29 | Asset Management One Co., Ltd., filing for 2 joint holders Financial Services Agency (Japan) | — | — | 6.15% | 5.02% | 2024-01-11 |
| 2023-11-30 | Asset Management One Co., Ltd. Financial Services Agency (Japan) | — | — | 5.02% | — | 2023-12-07 |
| 2023-11-27 | Tsuji Yosuke Financial Services Agency (Japan) | — | — | 17.21% | 13.58% | 2023-12-01 |
| 2023-09-29 | Mizuho Securities Co., Ltd., filing for 2 joint holders Financial Services Agency (Japan) | — | — | 4.07% | 5.02% | 2023-10-06 |
| 2023-08-15 | Capital Research and Management Company, filing for 4 joint holders Financial Services Agency (Japan) | — | — | 7.98% | 8.03% | 2023-09-13 |
Percentages are of the issuer's voting rights on the event date; a dash was not stated in the notification.An EDINET total is the report's holding ratio: voting and potential shares of the filer and its joint holders together. Newest stored notification published 2026-11-13.
Showing 1–50 of 74 notifications
US registered funds (Form N-PORT)
28 fund positionsShowing 1–28 of 28 positions
Swedish fund portfolios
Swedish UCITS only, published with a two-month delay. Special funds are excluded. Exact-ISIN transferable-security rows; not comprehensive European ownership. Values are SEK; weights are percentages of fund assets, not company ownership. Repeated source rows remain separate.
Reported at 2026-06-30.
| Fund | Reported quantity | Value (SEK) | Fund assets |
|---|---|---|---|
| Handelsbanken Global Småbolag Index Criteria Handelsbanken Fonder AB · FI 60972 | 12,226.00 | 3,182,272.55 | 0.01% |
| Handelsbanken Global Småbolag Index Criteria Handelsbanken Fonder AB · FI 60972 | 2,074.00 | 539,835.87 | 0% |
Checked 2026-11-12.
Showing 1–2 of 2 positions