Jefferies Group's FWRD Position Overview
Jefferies Group (via Jefferies Financial Group Inc.) currently holds 59,300 shares of Forward Air Corporation (FWRD) worth $1.48 M, representing 0.01% of the portfolio. First purchased in 2024-Q3, this short-term holding has been held for 6 quarters.
Based on 13F filings, Jefferies Group has maintained this position in FWRD for several quarters, showing initial confidence in the investment. Largest addition occurred in Q1 2025, adding 190,981 shares. Largest reduction occurred in Q4 2025, reducing 355,927 shares.
Analysis based on 13F filings available since 2013 Q2
Jefferies Group's Forward Air Corporation (FWRD) Holding Value Over Time
Track share changes against reported price movement
Quarterly Forward Air Corporation (FWRD) Trades by Jefferies Group
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q4 2025 | -355,927 | Reduce 85.72% | 59,300 | $25.00 |
| Q3 2025 | +30,593 | Add 7.95% | 415,227 | $25.64 |
| Q2 2025 | -92,017 | Reduce 19.30% | 384,634 | $24.54 |
| Q1 2025 | +190,981 | Add 66.85% | 476,651 | $20.09 |
| Q4 2024 | +170,503 | Add 148.05% | 285,670 | $32.25 |
| Q3 2024 | +115,167 | New Buy | 115,167 | $35.40 |
Jefferies Group's Forward Air Corporation Investment FAQs
Jefferies Group first purchased Forward Air Corporation (FWRD) in Q3 2024, acquiring 115,167 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Jefferies Group has held Forward Air Corporation (FWRD) for 6 quarters since Q3 2024.
Jefferies Group's largest addition to Forward Air Corporation (FWRD) was in Q1 2025, adding 476,651 shares worth $9.58 M.
According to the latest 13F filing for Q4 2025, Jefferies Group's firm, Jefferies Financial Group Inc., owns 59,300 shares of Forward Air Corporation (FWRD), valued at approximately $1.48 M.
As of the Q4 2025 filing, Forward Air Corporation (FWRD) represents approximately 0.01% of Jefferies Group's publicly disclosed stock portfolio, making it one of their key holdings.
Jefferies Group's peak holding in Forward Air Corporation (FWRD) was 476,651 shares, as reported at the end of Q1 2025.