Forge Global Holdings Inc (FRGE) Return on Investment ROI from the third quarter of 2025 to third quarter of 2024 and for the year 2025, average high and low, overall ranking from Sep 30 2025 to Sep 30 2024 - CSIMarket
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Forge Global Holdings Inc   (NYSE: FRGE)
    Sector • Financial    Industry • Investment Services
   Industry • Investment Services
   Sector • Financial


Forge Global Holdings Inc's ROI from its third quarter of 2025 to the third quarter of 2024 and 5 Year Period

Return on Investment, Quarterly Results, Trends, Rankings, Statistics

What is Forge Global Holdings Inc's ROI in the third quarter of 2025?
Forge Global Holdings Inc recorded a cumulative net loss of $-63 million during 12 months ending in the third quarter of 2025, resulting in a negative return on investment (ROI) of -27.33%.

Within the Financial sector 958 other companies had a higher return on investment. While return on investment, the total ranking has deteriorated compared to the second quarter of 2025 from 2561 to 3552.

Definition and Formula of Return on Investment



Return On Investment (Sep 30 2025)
III. Quarter
(Jun 30 2025)
II. Quarter
(Mar 31 2025)
I. Quarter
(Dec 31 2024)
IV. Quarter
(Sep 30 2024)
III. Quarter
Y / Y Investment Change TTM -16.08 % -16.71 % -15.91 % -14.92 % -14.47 %
Y / Y Net Income Change TTM - - - - -
Investment (TTM) in Millions 225 221 231 242 256
Return On Investment (TTM) -27.33 % -26.7 % -26.07 % -25.95 % -28.52 %
FRGE's Overall Ranking # 3552 # 2561 # 2702 # 2704 # 3103
Seq. Investment Change TTM -3.28 % -4.75 % -4.56 % -4.56 % -4 %
Seq. Net Income Change TTM - - - - -
Net Income (TTM) in Millions -63 -63 -65 -68 -78




Return On Investment FRGE's Ranking
Within: No.
Industry # 75
Sector # 959
Overall # 3552

Return On Investment Statistics
High Average Low
2.27 %
-24.48 %
-31.82 %
(Dec 31 2021)   (Dec 31 2022)



  News about Forge Global Holdings Inc Return on Investment ROI

Forge Global Bolsters Board with Capital Markets Veteran Larry Leibowitz, Eyeing Growth Amidst Negative ROI

March 14, 2024


Leibowitz s impressive background and extensive knowledge of the financial industry make him a valuable asset to Forge Global Holdings. With decades of experience, he has successfully navigated and led various ventures in capital markets and asset management. His expertise in financial technology is also crucial in advancing Forge s mission to revolutionize the private securities marketplace.
Forge Global Holdings, Inc., however, has reported a cumulative net loss of $-161 million over the past twelve months, culminating in a negative return on investment (ROI) of -50.05%. Within the financial sector, there are 1,002 companies that have achieved higher returns on investment.

Forging Ahead: Forge Global Empowers Private Market Data Capabilities with Key Hires in the Midst of Financial Challenges

February 27, 2024



Forge Global Holdings, Inc. (Forge), a prominent provider of marketplace infrastructure, data services, and technology solutions for private market participants, has recently made two strategic appointments to bolster its private market data capabilities. The recruitment of Natasha Brooks as SVP, Head of Data Sales, and Harnalli DeepaSwamy as Vice President of Data, AI and Analytics Platform Engineering highlights Forge s strong commitment to advancing its data products and solutions among institutional and professional clients.
In an increasingly competitive market, Forge recognizes the critical importance of harnessing high-quality data and leveraging advanced analytics to remain at the forefront of its industry. Natasha Brooks, in her new role, will spearhead efforts to accelerate the adoption of Forge s data offerings, ensuring that the firm s cutting-edge solutions are widely utilized by its target market.

Forge Global Holdings' Breakthrough Appointment of James Brooks as CPO and COO Marks a Turning Point for Enhanced Product Vision and Commercial Strategy

February 7, 2024

Forge Global Holdings Appoints James Brooks as Chief Product Officer and Commercial Officer, Aims to Accelerate Product Vision and Commercial Strategy
San Francisco, CA - Forge Global Holdings, Inc. (Forge), a renowned provider of marketplace infrastructure, data services, and technology solutions for private market participants, has made a significant executive appointment. The company announced that James Brooks has joined Forge as the Chief Product Officer and Commercial Officer, in a move that aims to enhance the organization s product vision, commercial strategy, and overall performance.
Brooks, with his extensive experience and expertise, will be responsible for driving the acceleration and advancement of Forge s product offerings. As CPO and COO, he will oversee the product, design, and data organizations within the company, ensuring seamless coordination and alignment to achieve the company s strategic goals.

Forge Global Bolsters Institutional Focus with Seasoned Finance Expert Chris Lane as Head of Institutional Relationship Management

December 20, 2023



SAN FRANCISCO - Forge Global Holdings, Inc. (Forge) (NYSE: FRGE), a preeminent provider of cutting-edge marketplace infrastructure, data services, and technology solutions for private market participants, is pleased to announce the appointment of industry veteran Chris Lane as Managing Director and Head of Institutional Relationship Management. This strategic hire underpins Forge s commitment to enhancing its institutional focus and driving continued growth in the private market sector.
With an impressive track record as a seasoned professional in capital markets, Lane brings a wealth of experience to his new role at Forge. Having held executive positions at renowned financial institutions such as BNP Paribas, Bank of America Merrill Lynch, and Goldman Sachs, Lane has accumulated deep expertise in client relationship management. His extensive background and strong network in the finance industry make him well-equipped to spearhead Forge s institutional partnerships and strengthen the firm s position within the private market landscape.

Forge Global Appoints New Board Member Amid Financial Struggles: Navigating Challenges for Future Growth

December 4, 2023



San Francisco-based Forge Global Holdings, Inc. (Forge) (NYSE: FRGE), a prominent provider of marketplace infrastructure, data services, and technology solutions for private market participants, has recently announced the appointment of Eric Leupold to its board of directors. While this new development showcases Forge s commitment to board governance, the company also faces financial challenges as it recorded a significant net loss and negative return on investment (ROI) in the third quarter of 2023.

Forge Global Holdings Inc has appointed Eric Leupold to its board of directors, with his appointment effective from November 30, 2023. Mr. Leupold, who brings in-depth knowledge of Forge and the market, will also serve on the boards Audit Committee and Risk Committee. This strategic move underlines Forge s commitment to strengthening its leadership team in order to navigate evolving market dynamics and capitalize on emerging opportunities.
However, Eric Leupold s appointment comes at a critical juncture for Forge Global Holdings Inc, as recent financial reports reveal challenges the company faces. During the 12-month period ending in the third quarter of 2023, Forge Global Holdings Inc recorded a cumulative net loss of -$161 million, resulting in a negative ROI of -50.05%. This downward trend raises concerns among investors and industry experts alike.
Within the financial sector, Forge Global Holdings Inc ranks below 493 other companies in terms of ROI, indicating the need for comprehensive measures to address the existing challenges and improve financial performance. It is crucial for Forge to identify areas that require immediate attention, reassess its strategies, and potentially realign its business model to ensure sustainable growth.






Financial Statements
Forge Global Holdings Inc's III. Quarter Investments $ 225 Millions FRGE's Balance sheet
Forge Global Holdings Inc's III. Quarter Income $ -18 Millions Quarterly FRGE's Income Statement
FRGE's Income by Division See FRGE's Income by Division


FRGE Annual Return On Investment (Dec 31 2024)
2024
(Dec 31 2023)
2023
(Dec 31 2022)
2022
(Dec 31 2021)
2021
(Dec 31 2020)
2020
Total Investments in Millions 242 291 343 409 416
Y / Y Investment Growth -17.12 % -15.14 % -16.07 % -1.62 % -
Net Income in Millions -68 -92 -112 9 -12
Y / Y Net Income Growth - - - - -
Annual Return On Investment -28.09 % -31.41 % -32.59 % 2.29 % -2.84 %


Annual Roi Comment


Definition and Formula of Return on Investment

Other ROI Ratios
Investment Services Industry Roi Trends and Statistics
Financial Sector Return On Investment Statistics
Roi Trends for overall market
FRGE's Roi Ratio versus Investment Services Industry, Financial Sector and total Market
Highest Ranking Return On Investment
Lowest Ranking Return On Investment
Subscribers only: Roi for FRGE's Competitors
Subscribers only: Roi for Forge Global Holdings Inc's Suppliers
Subscribers only: Return On Investment for FRGE's Customers

Other Ratios
FRGE's Roa FRGE's Inventory Turnover Ratio FRGE's Growth Rates FRGE's Dividend Statistics
FRGE's Profitability Ratios FRGE's Asset Turnover Ratio FRGE's Dividend Growth
FRGE's Roe FRGE's Valuation Ratios FRGE's Financial Strength Ratios FRGE's Dividend Payout Ratio



Companies with similar Return On Investment at Sep 30 2025, within Financial Sector ROI


Date modified: 2026-09-08T17:48:23+00:00



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