Fund shareholders of Forte Biosciences Inc
ISIN US34962G2084 · United States · LEI 529900Z84WFDHPS3JP76
- Fund shareholders
- 37
- Of which ETFs
- 6 31 other funds
- Value held
- 117.4M $
- Share of capital
- 20.6 % of 21.2M shares on Aug 7, 2026
| Fund | Shares | Value | Weight in fund | Share of capital | |
|---|---|---|---|---|---|
| Federated Hermes Kaufmann Fund Federated Hermes Equity Funds | 1,251,500 | 33.4M $ | 0.72 % | 5.90 % | as of Apr 30, 2026 ↗ |
| Federated Hermes Kaufmann Small Cap Fund Federated Hermes Equity Funds | 832,100 | 22.2M $ | 0.77 % | 3.92 % | as of Apr 30, 2026 ↗ |
| ALGER SMALL CAP FOCUS FUND ALGER FUNDS | 496,062 | 13.2M $ | 1.67 % | 2.34 % | as of Apr 30, 2026 ↗ |
| VANGUARD TOTAL STOCK MARKET INDEX FUND VANGUARD INDEX FUNDS | 393,727 | 10.2M $ | 0.00 % | 1.85 % | as of Mar 31, 2026 ↗ |
| Select Biotechnology Portfolio Fidelity Select Portfolios | 310,965 | 9.4M $ | 0.18 % | 1.46 % | as of Feb 28, 2026 ↗ |
| ALGER SMALL CAP GROWTH FUND ALGER FUNDS | 157,755 | 4.2M $ | 2.20 % | 0.74 % | as of Apr 30, 2026 ↗ |
| Alger Large Cap Growth Portfolio ALGER PORTFOLIOS | 139,472 | 3.6M $ | 0.94 % | 0.66 % | as of Mar 31, 2026 ↗ |
| Alger Small Cap Growth Portfolio ALGER PORTFOLIOS | 128,020 | 3.3M $ | 2.53 % | 0.60 % | as of Mar 31, 2026 ↗ |
| VANGUARD EXTENDED MARKET INDEX FUND VANGUARD INDEX FUNDS | 124,882 | 3.2M $ | 0.00 % | 0.59 % | as of Mar 31, 2026 ↗ |
| ALGER HEALTH SCIENCES FUND ALGER FUNDS | 97,650 | 2.6M $ | 4.28 % | 0.46 % | as of Apr 30, 2026 ↗ |
| ALGER SMALL CAP GROWTH INSTITUTIONAL FUND ALGER INSTITUTIONAL FUNDS | 56,452 | 1.5M $ | 2.11 % | 0.27 % | as of Apr 30, 2026 ↗ |
| Fidelity Extended Market Index Fund Fidelity Concord Street Trust | 56,214 | 1.7M $ | 0.00 % | 0.26 % | as of Feb 28, 2026 ↗ |
| Alger 35 ETF Alger ETF Trust | 38,013 | 984.5K $ | 0.86 % | 0.18 % | as of Mar 31, 2026 ↗ |
| Lord Abbett Micro-Cap Growth Fund LORD ABBETT SECURITIES TRUST | 32,292 | 860.9K $ | 0.42 % | 0.15 % | as of Apr 30, 2026 ↗ |
| Alger Dynamic Opportunities Fund ALGER FUNDS II | 29,685 | 791.4K $ | 0.36 % | 0.14 % | as of Apr 30, 2026 ↗ |
| Tax-Managed U.S. Mid & Small Cap Fund RUSSELL INVESTMENT CO | 29,137 | 776.8K $ | 0.04 % | 0.14 % | as of Apr 30, 2026 ↗ |
| iShares Micro-Cap ETF iShares Trust | 26,954 | 698.1K $ | 0.06 % | 0.13 % | as of Mar 31, 2026 ↗ |
| Federated Hermes Kaufmann Fund II Federated Hermes Insurance Series | 22,216 | 575.4K $ | 0.61 % | 0.10 % | as of Mar 31, 2026 ↗ |
| Fidelity Total Market Index Fund Fidelity Concord Street Trust | 20,327 | 614.3K $ | 0.00 % | 0.10 % | as of Feb 28, 2026 ↗ |
| 1290 VT Micro Cap Portfolio EQ Advisors Trust | 17,483 | 452.8K $ | 0.26 % | 0.08 % | as of Mar 31, 2026 ↗ |
| U.S. Small Cap Equity Fund RUSSELL INVESTMENT CO | 16,639 | 443.6K $ | 0.05 % | 0.08 % | as of Apr 30, 2026 ↗ |
| Fidelity Series Total Market Index Fund Fidelity Concord Street Trust | 16,046 | 484.9K $ | 0.00 % | 0.08 % | as of Feb 28, 2026 ↗ |
| Avantis U.S. Small Cap Equity ETF American Century ETF Trust | 11,925 | 360.4K $ | 0.02 % | 0.06 % | as of Feb 28, 2026 ↗ |
| ALPS Medical Breakthroughs ETF ALPS ETF TRUST | 11,166 | 337.4K $ | 0.24 % | 0.05 % | as of Feb 28, 2026 ↗ |
| ALGER 35 FUND ALGER FUNDS | 10,358 | 276.1K $ | 0.64 % | 0.05 % | as of Apr 30, 2026 ↗ |
| Schwab Total Stock Market Index Fund SCHWAB CAPITAL TRUST | 9,864 | 263K $ | 0.00 % | 0.05 % | as of Apr 30, 2026 ↗ |
| Fidelity Nasdaq Composite Index Fund Fidelity Concord Street Trust | 7,104 | 214.7K $ | 0.00 % | 0.03 % | as of Feb 28, 2026 ↗ |
| VANGUARD BALANCED INDEX FUND VANGUARD VALLEY FORGE FUNDS | 6,989 | 181K $ | 0.00 % | 0.03 % | as of Mar 31, 2026 ↗ |
| Empower Small Cap Growth Fund EMPOWER FUNDS, INC. | 6,691 | 173.3K $ | 0.08 % | 0.03 % | as of Mar 31, 2026 ↗ |
| VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND VANGUARD INSTITUTIONAL INDEX FUNDS | 6,094 | 157.8K $ | 0.00 % | 0.03 % | as of Mar 31, 2026 ↗ |
| U.S. Small Cap Equity Fund RUSSELL INVESTMENT FUNDS | 4,275 | 110.7K $ | 0.05 % | 0.02 % | as of Mar 31, 2026 ↗ |
| Victory Extended Market Index Fund Victory Portfolios III | 1,246 | 33.2K $ | 0.00 % | 0.01 % | as of Apr 30, 2026 ↗ |
| Russell Investments U.S. Small Cap Equity ETF Russell Investments Exchange Traded Funds | 1,216 | 31.5K $ | 0.06 % | 0.01 % | as of Mar 31, 2026 ↗ |
| Small Company Growth Portfolio Wilshire Mutual Funds Inc | 1,075 | 27.8K $ | 0.13 % | 0.01 % | as of Mar 31, 2026 ↗ |
| TEXAS CAPITAL TEXAS EQUITY INDEX ETF Texas Capital Funds Trust | 607 | 15.7K $ | 0.05 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Total Stock Market Index Trust John Hancock Variable Insurance Trust | 215 | 5.6K $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Knights of Columbus U.S. ALL CAP INDEX FUND ADVISORS' INNER CIRCLE III | 67 | 1.8K $ | 0.00 % | 0.00 % | as of Apr 30, 2026 ↗ |
The funds most exposed to it
The weight is the share of a fund's net assets. The holders table counts shares; this one measures what the company weighs inside each fund.
| Fund | Weight in fund | |
|---|---|---|
| ALGER HEALTH SCIENCES FUND ALGER FUNDS | 4.28 % | as of Apr 30, 2026 ↗ |
| Alger Small Cap Growth Portfolio ALGER PORTFOLIOS | 2.53 % | as of Mar 31, 2026 ↗ |
| ALGER SMALL CAP GROWTH FUND ALGER FUNDS | 2.20 % | as of Apr 30, 2026 ↗ |
| ALGER SMALL CAP GROWTH INSTITUTIONAL FUND ALGER INSTITUTIONAL FUNDS | 2.11 % | as of Apr 30, 2026 ↗ |
| ALGER SMALL CAP FOCUS FUND ALGER FUNDS | 1.67 % | as of Apr 30, 2026 ↗ |
| Alger Large Cap Growth Portfolio ALGER PORTFOLIOS | 0.94 % | as of Mar 31, 2026 ↗ |
| Alger 35 ETF Alger ETF Trust | 0.86 % | as of Mar 31, 2026 ↗ |
| Federated Hermes Kaufmann Small Cap Fund Federated Hermes Equity Funds | 0.77 % | as of Apr 30, 2026 ↗ |
| Federated Hermes Kaufmann Fund Federated Hermes Equity Funds | 0.72 % | as of Apr 30, 2026 ↗ |
| ALGER 35 FUND ALGER FUNDS | 0.64 % | as of Apr 30, 2026 ↗ |
Quarter after quarter
Each SEC quarterly data set, newest first. The change is read against the quarter before it.
| Quarter | Shareholders | Change | Shares | Change |
|---|---|---|---|---|
| 2026Q2 | 37 | +8 | 4,372,483 | +10.7 % |
| 2026Q1 | 29 | -1 | 3,949,436 | +5.6 % |
| 2025Q4 | 30 | +3 | 3,739,309 | +23.6 % |
| 2025Q3 | 27 | +14 | 3,026,006 | +401.6 % |
| 2025Q2 | 13 | -1 | 603,271 | -3.3 % |
| 2025Q1 | 14 | +7 | 623,925 | +620.9 % |
| 2024Q4 | 7 | 86,553 |
Institutional managers
64 managers declare this company to the SEC (Form 13F); the 25 largest follow.
| Manager | Shares | Value | |
|---|---|---|---|
| FEDERATED HERMES, INC. | 1,765,516 | 45.7M $ | as of Mar 31, 2026 |
| FRED ALGER MANAGEMENT, LLC | 1,273,965 | 33M $ | as of Mar 31, 2026 |
| ORBIMED ADVISORS LLC | 1,196,955 | 31M $ | as of Mar 31, 2026 |
| JANUS HENDERSON GROUP PLC | 1,188,060 | 30.8M $ | as of Mar 31, 2026 |
| Affinity Asset Advisors, LLC | 1,011,890 | 26.2M $ | as of Mar 31, 2026 |
| MPM BIOIMPACT LLC | 1,000,682 | 25.9M $ | as of Mar 31, 2026 |
| ADAGE CAPITAL PARTNERS GP, L.L.C. | 950,000 | 24.6M $ | as of Mar 31, 2026 |
| MORGAN STANLEY | 500,298 | 13M $ | as of Mar 31, 2026 |
| Cable Car Capital, LP | 400,000 | 10.4M $ | as of Mar 31, 2026 |
| FMR LLC | 340,695 | 8.8M $ | as of Mar 31, 2026 |
| MILLENNIUM MANAGEMENT LLC | 337,983 | 8.8M $ | as of Mar 31, 2026 |
| Woodline Partners LP | 331,987 | 8.6M $ | as of Mar 31, 2026 |
| CITADEL ADVISORS LLC | 233,369 | 6M $ | as of Mar 31, 2026 |
| AWM Investment Company, Inc. | 200,000 | 5.2M $ | as of Mar 31, 2026 |
| SPHERA FUNDS MANAGEMENT LTD. | 184,984 | 4.8M $ | as of Mar 31, 2026 |
| MARSHALL WACE, LLP | 150,307 | 3.9M $ | as of Mar 31, 2026 |
| Integral Health Asset Management, LLC | 150,000 | 3.9M $ | as of Mar 31, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 133,494 | 3.5M $ | as of Mar 31, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | 125,442 | 3.3M $ | as of Mar 31, 2026 |
| Ikarian Capital, LLC | 118,972 | 3.1M $ | as of Mar 31, 2026 |
| LORD, ABBETT & CO. LLC | 114,635 | 3K $ | as of Mar 31, 2026 |
| AMERIPRISE FINANCIAL INC | 111,788 | 2.9M $ | as of Mar 31, 2026 |
| Russell Investments Group, Ltd. | 91,772 | 2.4M $ | as of Mar 31, 2026 |
| Qube Research & Technologies Ltd | 85,969 | 2.2M $ | as of Mar 31, 2026 |
| Candriam S.C.A. | 84,803 | 2.2M $ | as of Mar 31, 2026 |
Declared shareholders of Forte Biosciences Inc
8 beneficial ownership filings. These stakes do not add up: an asset manager filing aggregates its own funds, already counted above.
| Shareholder | Declared stake | Shares | |
|---|---|---|---|
| Alger Associates, Inc. | 10.20 % | 624,286 | as of Mar 31, 2026 · SCHEDULE 13G |
| JANUS HENDERSON GROUP PLC | 9.99 % | 1,387,178 | as of Mar 31, 2026 · SCHEDULE 13G |
| Affinity Asset Advisors, LLC and 1 other | 7.30 % | 1,011,890 | as of Mar 31, 2026 · SCHEDULE 13G |
| MPM BioImpact LLC | 7.20 % | 1,000,682 | as of Mar 31, 2026 · SCHEDULE 13G |
| Adage Capital Management, L.P. and 2 others | 6.84 % | 950,000 | as of Mar 31, 2026 · SCHEDULE 13G |
| Millennium Management LLC and 2 others | 5.20 % | 1,062,182 | as of Jun 4, 2026 · SCHEDULE 13G |
| ORBIMED ADVISORS LLC and 1 other | 4.30 % | 884,230 | as of Mar 31, 2026 · SCHEDULE 13G |
| Point72 Asset Management, L.P. and 2 others | 0.00 % | 0 | as of Mar 31, 2026 · SCHEDULE 13G |
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Titelia. "Fund shareholders of Forte Biosciences Inc". https://titelia.com/en/stocks/forte-biosciences-inc-US34962G2084