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Alger Associates (FBRX) trims Forte Biosciences ownership to a 4.6% stake

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Form Type
SCHEDULE 13G/A

Rhea-AI Filing Summary

Alger Associates, Inc. filed an amended Schedule 13G reporting its beneficial ownership of Forte Biosciences, Inc. common stock. Alger reports beneficial ownership of 935,514 shares, representing 4.6% of the class. The firm holds 930,512 shares with sole voting power and 935,514 shares with sole dispositive power, with no shared voting or dispositive power. The securities are held through one or more open-end investment companies or other managed accounts advised by Fred Alger Management, LLC, an investment adviser wholly owned through intermediate holding companies by Alger Associates. Alger indicates it now holds 5 percent or less of the class.

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Beneficial ownership 935,514 shares Amount of Forte Biosciences common stock beneficially owned by Alger Associates
Percent of class 4.6% Reported percentage of Forte Biosciences common stock class owned
Sole voting power 930,512 shares Shares of Forte Biosciences over which Alger has sole voting power
Shared voting power 0 shares Shares over which Alger has shared voting power
Sole dispositive power 935,514 shares Shares over which Alger has sole power to dispose or direct disposition
Shared dispositive power 0 shares Shares over which Alger has shared power to dispose or direct disposition
beneficially owned financial
"Item 4. | Ownership (a) | Amount beneficially owned: 935,514"
Beneficially owned describes securities or assets where a person has the economic rights and control—such as the right to receive dividends and to direct voting—even if legal title is held in another name. Think of it like having the keys and using a car that’s registered to someone else: you get the benefits and make decisions. Investors care because beneficial ownership reveals who truly controls value and voting power, affecting corporate decisions and takeover dynamics.
sole voting power financial
"Sole Voting Power 930,512.00 6 | Shared Voting Power 0.00"
Sole voting power is the exclusive right to cast votes attached to a shareholder’s stock without needing approval from anyone else. Like holding the only remote control for a TV, it lets that holder decide corporate matters such as board members, mergers, and policy changes, making it important to investors because it concentrates control and can strongly influence a company’s strategy and the value of its shares.
dispositive power financial
"Sole Dispositive Power 935,514.00 8 | Shared Dispositive Power 0.00"
Dispositive power is the authority to decide the final outcome of an asset, legal claim, contract, or corporate action — in effect the power to dispose of or resolve something. For investors it matters because whoever holds that authority can determine who gets paid, who controls an asset or vote, and how risks and returns are allocated; think of it like holding the key that lets you lock in the winner or loser in a deal.
open-end investment companies financial
"The securities reported herein are beneficially owned by one or more open-end investment companies"
registered investment adviser financial
"clients of Fred Alger Management, LLC ("FAM"), a registered investment adviser."
A registered investment adviser (RIA) is a firm or individual legally registered with regulators to give personalized investment advice and manage clients' money, with a duty to put clients’ interests ahead of their own. Think of an RIA as a licensed financial guide who must disclose fees, conflicts and how they are paid; that transparency and legal duty matter to investors because it reduces the risk of hidden costs or biased recommendations.

AI-generated analysis. How Rhea-AI works. Not financial advice.

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FAQ

What percentage of Forte Biosciences (FBRX) does Alger Associates currently report owning?

Alger Associates reports beneficial ownership of 4.6% of Forte Biosciences’ common stock. This corresponds to 935,514 shares and is disclosed as ownership of 5 percent or less of the class under Item 5.

How many Forte Biosciences (FBRX) shares does Alger Associates beneficially own?

Alger Associates beneficially owns 935,514 shares of Forte Biosciences common stock. Of these, 930,512 shares carry sole voting power and all 935,514 shares are subject to sole dispositive power, with no shared powers reported.

Does Alger Associates share voting power over its Forte Biosciences (FBRX) holdings?

No. Alger Associates reports sole voting power over 930,512 shares and shared voting power over 0 shares of Forte Biosciences. It also reports sole dispositive power over 935,514 shares and no shared dispositive power.

Through which entities does Alger Associates hold its Forte Biosciences (FBRX) position?

The Forte Biosciences shares are beneficially owned by open-end investment companies or other managed accounts that are clients of Fred Alger Management, LLC, a registered investment adviser wholly owned indirectly by Alger Associates.

What type of filing did Alger Associates make regarding Forte Biosciences (FBRX)?

Alger Associates submitted an Amendment No. 9 to Schedule 13G for Forte Biosciences common stock. The filing updates its beneficial ownership information and confirms that it now owns 5 percent or less of the class.





34962G208

(CUSIP Number)
07/31/2026

(Date of Event Which Requires Filing of this Statement)


Check the appropriate box to designate the rule pursuant to which this Schedule is filed:
Rule 13d-1(b)
Rule 13d-1(c)
Rule 13d-1(d)




schemaVersion:


SCHEDULE 13G





SCHEDULE 13G



Alger Associates, Inc.
Signature:/s/ Hal Liebes
Name/Title:Hal Liebes / Secretary
Date:08/07/2026