Forge Index - Accuidity Index & Custom Index Solutions

Index Composition

Sector Allocation

Methodology

Companies

Sector

Subsector

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Name	Sector	Subsector	Weight	Return QTD	Return YTD
6sense 6sense Enterprise Software / Sales & Marketing / Adtech Return QTD 0% Weight 1.04% Return YTD 20%	Enterprise Software	Sales & Marketing / Adtech	1.04%	0%	20%
Addepar Addepar FinTech / FinTech software Return QTD 0% Weight 0.56% Return YTD 1%	FinTech	FinTech software	0.56%	0%	1%
Airtable Airtable Enterprise Software / Communication & Collaboration software Return QTD -10% Weight 1.38% Return YTD -12%	Enterprise Software	Communication & Collaboration software	1.38%	-10%	-12%
Algolia Algolia Enterprise Software / Software Development Return QTD 0% Weight 0.55% Return YTD 0%	Enterprise Software	Software Development	0.55%	0%	0%
Anduril Anduril Industrial / Aerospace & Defense Return QTD 20% Weight 5.16% Return YTD 27%	Industrial	Aerospace & Defense	5.16%	20%	27%
Apollo.io Apollo.io Enterprise Software / Sales & Marketing / Adtech Return QTD 0% Weight 0.64% Return YTD 4%	Enterprise Software	Sales & Marketing / Adtech	0.64%	0%	4%
Arctic Wolf Arctic Wolf Enterprise Software / Cybersecurity Return QTD 2% Weight 1.41% Return YTD 0%	Enterprise Software	Cybersecurity	1.41%	2%	0%
Attentive Attentive Enterprise Software / Sales & Marketing / Adtech Return QTD 3% Weight 0.86% Return YTD -7%	Enterprise Software	Sales & Marketing / Adtech	0.86%	3%	-7%
Automation Anywhere Automation Anywhere Enterprise Software / Productivity Return QTD 19% Weight 1.02% Return YTD 2%	Enterprise Software	Productivity	1.02%	19%	2%
BetterUp BetterUp Healthcare / Digital Health Return QTD 0% Weight 0.68% Return YTD 16%	Healthcare	Digital Health	0.68%	0%	16%
Cerebras Cerebras Technology Hardware / Computing hardware Return QTD 7% Weight 1.07% Return YTD 46%	Technology Hardware	Computing hardware	1.07%	7%	46%
Chainalysis Chainalysis FinTech / Blockchain software Return QTD -1% Weight 1.21% Return YTD 19%	FinTech	Blockchain software	1.21%	-1%	19%
Chime Chime FinTech / Digital Banking Return QTD 13% Weight 3.02% Return YTD 26%	FinTech	Digital Banking	3.02%	13%	26%
ConsenSys ConsenSys FinTech / Blockchain Return QTD 0% Weight 0.64% Return YTD -7%	FinTech	Blockchain	0.64%	0%	-7%
Cribl Cribl Enterprise Software / Cloud / Networking Infrastructure Return QTD -2% Weight 1.09% Return YTD 37%	Enterprise Software	Cloud / Networking Infrastructure	1.09%	-2%	37%
Cybereason Cybereason Enterprise Software / Cybersecurity Return QTD 0% Weight 0.36% Return YTD 0%	Enterprise Software	Cybersecurity	0.36%	0%	0%
Databricks Databricks Enterprise Software / Data Intelligence Return QTD 0% Weight 4.73% Return YTD -13%	Enterprise Software	Data Intelligence	4.73%	0%	-13%
Dataminr Dataminr Enterprise Software / Data Intelligence Return QTD 6% Weight 0.39% Return YTD 4%	Enterprise Software	Data Intelligence	0.39%	6%	4%
DataRobot DataRobot Enterprise Software / Data Intelligence Return QTD 0% Weight 0.30% Return YTD 3%	Enterprise Software	Data Intelligence	0.30%	0%	3%
Discord Discord Consumer & Lifestyle / Social Return QTD 0% Weight 2.34% Return YTD -21%	Consumer & Lifestyle	Social	2.34%	0%	-21%
Epic Games Epic Games Consumer & Lifestyle / Gaming Return QTD -8% Weight 5.52% Return YTD 29%	Consumer & Lifestyle	Gaming	5.52%	-8%	29%
EquipmentShare EquipmentShare Industrial / Construction Return QTD 6% Weight 0.89% Return YTD 6%	Industrial	Construction	0.89%	6%	6%
Fanatics Fanatics Consumer & Lifestyle / Clothing, Fashion, Beauty & Apparel Return QTD 0% Weight 4.52% Return YTD -9%	Consumer & Lifestyle	Clothing, Fashion, Beauty & Apparel	4.52%	0%	-9%
Flexport Flexport Industrial / Logistics Return QTD -5% Weight 0.58% Return YTD -17%	Industrial	Logistics	0.58%	-5%	-17%
Gusto Gusto Enterprise Software / Human Resources Return QTD 0% Weight 1.94% Return YTD 0%	Enterprise Software	Human Resources	1.94%	0%	0%
Harness Harness Enterprise Software / Software Development Return QTD 18% Weight 0.67% Return YTD -11%	Enterprise Software	Software Development	0.67%	18%	-11%
Hinge Health Hinge Health Healthcare / Digital Health Return QTD 0% Weight 1.29% Return YTD 7%	Healthcare	Digital Health	1.29%	0%	7%
Impossible Foods Impossible Foods FoodTech / Animal-free protein Return QTD 0% Weight 0.48% Return YTD -16%	FoodTech	Animal-free protein	0.48%	0%	-16%
Innovaccer Innovaccer Healthcare / Healthcare software Return QTD 0% Weight 0.49% Return YTD -15%	Healthcare	Healthcare software	0.49%	0%	-15%
Intercom Intercom Enterprise Software / Sales & Marketing / Adtech Return QTD 0% Weight 0.24% Return YTD -30%	Enterprise Software	Sales & Marketing / Adtech	0.24%	0%	-30%
MasterClass MasterClass Education / E-Learning Return QTD 0% Weight 0.91% Return YTD 0%	Education	E-Learning	0.91%	0%	0%
Mercury Mercury FinTech / Digital Banking Return QTD 0% Weight 0.63% Return YTD 3%	FinTech	Digital Banking	0.63%	0%	3%
Motive Motive Industrial / Logistics Return QTD 0% Weight 0.55% Return YTD -4%	Industrial	Logistics	0.55%	0%	-4%
Navan Navan Enterprise Software / Business Operations Return QTD -16% Weight 1.94% Return YTD -16%	Enterprise Software	Business Operations	1.94%	-16%	-16%
Neo4j Neo4j Enterprise Software / Data Management / Storage Return QTD 0% Weight 0.97% Return YTD 44%	Enterprise Software	Data Management / Storage	0.97%	0%	44%
Netskope Netskope Enterprise Software / Cybersecurity Return QTD -3% Weight 1.51% Return YTD 3%	Enterprise Software	Cybersecurity	1.51%	-3%	3%
Neuralink Neuralink Healthcare / Medical Devices Return QTD 0% Weight 2.63% Return YTD 89%	Healthcare	Medical Devices	2.63%	0%	89%
Outreach Outreach Enterprise Software / Sales & Marketing / Adtech Return QTD -6% Weight 0.31% Return YTD -26%	Enterprise Software	Sales & Marketing / Adtech	0.31%	-6%	-26%
Plaid Plaid FinTech / Personal Finance Return QTD 0% Weight 1.39% Return YTD 0%	FinTech	Personal Finance	1.39%	0%	0%
Postman Postman Enterprise Software / Software Development Return QTD -1% Weight 1.31% Return YTD -2%	Enterprise Software	Software Development	1.31%	-1%	-2%
Ramp Ramp FinTech / Payments Return QTD 12% Weight 2.62% Return YTD 6%	FinTech	Payments	2.62%	12%	6%
Redwood Materials Redwood Materials Energy / Energy Storage Return QTD 0% Weight 2.61% Return YTD 23%	Energy	Energy Storage	2.61%	0%	23%
Relativity Space Relativity Space Industrial / Aerospace & Defense Return QTD -3% Weight 2.02% Return YTD -15%	Industrial	Aerospace & Defense	2.02%	-3%	-15%
Ripple Ripple FinTech / Payments Return QTD 0% Weight 1.78% Return YTD 23%	FinTech	Payments	1.78%	0%	23%
Rippling Rippling Enterprise Software / Human Resources Return QTD 24% Weight 4.75% Return YTD 50%	Enterprise Software	Human Resources	4.75%	24%	50%
Rubrik Rubrik Enterprise Software / Cybersecurity Return QTD 7% Weight 2.61% Return YTD 5%	Enterprise Software	Cybersecurity	2.61%	7%	5%
Scale AI Scale AI Enterprise Software / Data Intelligence Return QTD 0% Weight 3.11% Return YTD 1%	Enterprise Software	Data Intelligence	3.11%	0%	1%
ServiceTitan ServiceTitan Industrial / Industrial software Return QTD 0% Weight 2.70% Return YTD -5%	Industrial	Industrial software	2.70%	0%	-5%
Shield AI Shield AI Industrial / Aerospace & Defense Return QTD 0% Weight 1.21% Return YTD 11%	Industrial	Aerospace & Defense	1.21%	0%	11%
SpaceX SpaceX Industrial / Aerospace & Defense Return QTD 0% Weight 6.30% Return YTD 52%	Industrial	Aerospace & Defense	6.30%	0%	52%
Starburst Data Starburst Data Enterprise Software / Data Intelligence Return QTD -12% Weight 0.37% Return YTD -12%	Enterprise Software	Data Intelligence	0.37%	-12%	-12%
Stripe Stripe FinTech / Payments Return QTD 11% Weight 5.25% Return YTD 11%	FinTech	Payments	5.25%	11%	11%
Tanium Tanium Enterprise Software / Cybersecurity Return QTD -3% Weight 1.23% Return YTD -12%	Enterprise Software	Cybersecurity	1.23%	-3%	-12%
ThoughtSpot ThoughtSpot Enterprise Software / Data Intelligence Return QTD 0% Weight 0.49% Return YTD -14%	Enterprise Software	Data Intelligence	0.49%	0%	-14%
Turo Turo Transportation / Ridesharing Return QTD 0% Weight 0.94% Return YTD -8%	Transportation	Ridesharing	0.94%	0%	-8%
Upgrade Upgrade FinTech / Digital Banking Return QTD 0% Weight 0.81% Return YTD -46%	FinTech	Digital Banking	0.81%	0%	-46%
Vercel Vercel Enterprise Software / Software Development Return QTD 0% Weight 0.61% Return YTD 9%	Enterprise Software	Software Development	0.61%	0%	9%
Verkada Verkada Industrial / Industrial equipment Return QTD -5% Weight 1.25% Return YTD 17%	Industrial	Industrial equipment	1.25%	-5%	17%
Workato Workato Enterprise Software / Productivity Return QTD 10% Weight 0.86% Return YTD -11%	Enterprise Software	Productivity	0.86%	10%	-11%
Zipline Zipline Transportation / Delivery services Return QTD -1% Weight 1.26% Return YTD -3%	Transportation	Delivery services	1.26%	-1%	-3%

Methodology

The Index tracks privately held, late-stage venture-backed US companies with post money valuation of at least $500 million.
Index constituents are weighted according to their Forge Price Implied Valuations relative to the total of all index names. Weights are capped at 5% and excess weight is distributed pro-rata across all other index names.

Index is constructed using a proprietary scoring model and quality factor screens to select high quality companies.

	Enterprise Software	36.7%
	Industrial	20.7%
	FinTech	17.9%
	Consumer & Lifestyle	12.4%
	Healthcare	5.1%
	Energy	2.6%
	Transportation	2.2%
	Technology Hardware	1.1%
	Education	0.9%
	FoodTech	0.5%

Forge Accuidity Private Market Index

Companies

Sector Allocation

Methodology

Custom Index Solutions