ForgeRock, Inc.
ForgeRock, Inc. (FORG) Stock Ownership
Institutional vs insider vs public ownership from 13F and float data — top holders, activity, and insider trades below.
SEC 13F · FMP · FORG · as of Jun 30, 2023
Ownership Breakdown
149
Institutional Holders
▼ 11 vs Q1
$851.54M
Total Inst. Value
▼ $31.41M vs Q1
84.04M
Shares Outstanding
freeFloat 55.40%
41.45M
13F Shares Held
▼ 1.42M vs Q1
Institutional ownership = 13F shares ÷ total outstanding. Insider % = 100 − free float. Public % = free float − institution %. Data: FMP /symbol-positions-summary + /shares-float + SEC EDGAR.
Top Institutional Holders
FORG largest shareholders · institutional ownership
Q2 2023 · SEC 13F
Showing top 10 holders
| Holder | Shares | % Owned | Weight | Value | Reported | Change |
|---|---|---|---|---|---|---|
VANGUARD GROUP INC services-prepackaged software | 4.94M | 5.65% | 5.65% | $101.55B | Aug 14, 2023 | ▲ 1.00M |
RIVERWOOD CAPITAL MANAGEMENT LTD. services-prepackaged software | 4.57M | 5.22% | 5.22% | $93.83B | Aug 11, 2023 | — held |
BLACKROCK INC. services-prepackaged software | 3.62M | 4.14% | 4.14% | $74.40B | Aug 11, 2023 | ▲ 357.6K |
MAGNETAR FINANCIAL LLC services-prepackaged software | 2.86M | 3.28% | 3.28% | $58.84B | Aug 11, 2023 | ▲ 19.6K |
FIL LTD services-prepackaged software | 2.07M | 2.37% | 2.37% | $42.56B | Aug 11, 2023 | ▲ 56.3K |
ALPINE ASSOCIATES MANAGEMENT INC. services-prepackaged software | 1.89M | 2.17% | 2.17% | $38.90B | Aug 10, 2023 | ▲ 73.7K |
CALAMOS ADVISORS LLC services-prepackaged software | 1.40M | 1.60% | 1.60% | $28.76B | Jul 28, 2023 | ▲ 300.3K |
WATER ISLAND CAPITAL LLC services-prepackaged software | 1.15M | 1.32% | 1.32% | $23.71B | Nov 14, 2024 | ▲ 287.5K |
STATE STREET CORP services-prepackaged software | 1.10M | 1.26% | 1.26% | $22.63B | Aug 14, 2023 | ▲ 133.0K |
ALLIANCEBERNSTEIN L.P. services-prepackaged software | 935.8K | 1.07% | 1.07% | $19.22B | Aug 15, 2023 | ▲ 143.4K |
Data from SEC Form 13F filings. Ownership bar normalised to largest holder. Change flags: isNew / isSoldOut / changeInSharesNumber (FMP extract-analytics/holder).
Institutional Activity
Q2 2023 vs prior quarter
Q2 2023
29
Increased
+4.06M shares1
New Positions
first time holders13
Decreased
−1.22M shares0
Sold Out
fully exitedNet shares change (top 50)
+2.84M
+4.06M / −1.22M
Net new holders
+17
1 new / 0 exited
Based on top 50 institutional holders by position size. Fields: isNew, isSoldOut, changeInSharesNumber (FMP extract-analytics/holder, limit=50).
Insider Buying vs Selling
FORG insider trading · insider activity
Source: SEC Form 4
8
Buy transactions
53
Sell transactions
0.15
Buy/Sell ratio
$10M
Total disposed
Recent Insider Transactions
Showing 10 most recent · Common Stock only
| Name · Role | Date | Type | Shares | Price | Value | After Trans. | Filing |
|---|---|---|---|---|---|---|---|
Parks Jeffrey T
| Aug 23, 2023 | D-Return | 568,845 | — | — | 0 | Form 4 ↗ |
Parks Jeffrey T
| Aug 23, 2023 | D-Return | 1,018,318 | $23.25 | $23.68M | 0 | Form 4 ↗ |
Fleischmann Samuel J Chief Legal Officer | Aug 23, 2023 | D-Return | 172,989 | $3.72 | $643.5K | 0 | Form 4 ↗ |
Fleischmann Samuel J Chief Legal Officer | Aug 23, 2023 | D-Return | 50,000 | $7.86 | $393.0K | 0 | Form 4 ↗ |
Fleischmann Samuel J Chief Legal Officer | Aug 23, 2023 | D-Return | 121,852 | $23.25 | $2.83M | 0 | Form 4 ↗ |
Fleischmann Samuel J Chief Legal Officer | Aug 23, 2023 | D-Return | 29,864 | $25.00 | $746.6K | 0 | Form 4 ↗ |
Barker Peter M Chief Product Officer & EVP | Aug 23, 2023 | D-Return | 46,096 | $25.00 | $1.15M | 0 | Form 4 ↗ |
Barker Peter M Chief Product Officer & EVP | Aug 23, 2023 | D-Return | 212,670 | $23.25 | $4.94M | 0 | Form 4 ↗ |
Barker Peter M Chief Product Officer & EVP | Aug 23, 2023 | D-Return | 14,583 | $4.83 | $70.4K | 0 | Form 4 ↗ |
Angstadt Peter K Jr. Chief Revenue Officer | Aug 23, 2023 | D-Return | 260,057 | $23.25 | $6.05M | 0 | Form 4 ↗ |
Source: /insider-trading/search (FMP stable). Buy/Sell direction: acquisitionOrDisposition A=Buy, D=Sell. RSU vesting (M-Exempt) excluded from sentiment bar. All data from SEC EDGAR public filings.
About institutional & insider ownership
ForgeRock, Inc. (FORG) is primarily owned by institutional investors, who hold approximately 49.3% of total shares outstanding. Company insiders own approximately 44.60%, while retail and public investors account for the remaining 6.07%.
The largest institutional shareholder of ForgeRock, Inc. is VANGUARD GROUP INC, holding approximately 4.94 million shares — equal to 5.65% of outstanding shares — as of June 30, 2023.
A total of 149 institutional investors currently hold FORG stock, with a combined institutional value of approximately $851,541,720 as of the most recent 13F filing period.
Frequently asked questions
FORG ownershipForgeRock, Inc. (FORG) is primarily owned by institutional investors, who hold approximately 49.3% of shares. The largest shareholder is VANGUARD GROUP INC with a 5.65% stake. Company insiders hold 44.60%. Data sourced from SEC Form 13F as of June 30, 2023.