Forum Financial Management, LP Purchases in Q3 2025

Forum Financial Management, LP

  • $6.44 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
ATR
Aptargroup, Inc.

Healthcare
607
+ 40.31%
$130.82 - $161.82 $79.4K - $98.2K
2.11K $282K
URBN
Urban Outfitters Inc

Consumer Cyclical
717
+ 20.06%
$66.84 - $79.79 $47.9K - $57.2K
4.29K $306K
SYF
Synchrony Financial

Financial Services
21
+ 0.2%
$67.53 - $76.86 $1.42K - $1.61K
10.5K $748K
ALLE
Allegion PLC

Industrials
1
+ 0.07%
$145.55 - $179.33 $146 - $179
1.43K $252K
OZK
Bank Ozk

Financial Services
506
+ 9.38%
$47.4 - $53.14 $24K - $26.9K
5.9K $300K
WTW
Willis Towers Watson PLC

Financial Services
1
+ 0.08%
$301.83 - $345.45 $302 - $345
1.2K $413K
KEYS
Keysight Technologies, Inc.

Technology
131
+ 6.05%
$158.51 - $178.15 $20.8K - $23.3K
2.3K $401K
VOYA
Voya Financial, Inc.

Financial Services
410
+ 10.11%
$67.31 - $77.62 $27.6K - $31.8K
4.47K $333K
HSIC
Henry Schein Inc

Healthcare
1.11K
+ 26.6%
$64.83 - $74.67 $72.1K - $83K
5.29K $351K
ESI
Element Solutions Inc

Basic Materials
897
+ 10.12%
$23.13 - $26.99 $20.7K - $24.2K
9.76K $245K
TSCO
Tractor Supply CO

Consumer Cyclical
499
+ 13.04%
$54.08 - $62.65 $27K - $31.3K
4.33K $245K
DECK
Deckers Outdoor Corp

Consumer Cyclical
485
+ 19.08%
$95.32 - $123.91 $46.2K - $60.1K
3.03K $306K
VRT
Vertiv Holdings CO

Industrials
496
+ 24.3%
N/A
2.54K $219K
TPL
Texas Pacific Land Corp

Energy
82
+ 30.26%
$854.83 - $1075.97 $70.1K - $88.2K
353 $329K
ZBRA
Zebra Technologies Corp

Technology
178
+ 20.53%
$296.92 - $341.36 $52.9K - $60.8K
1.05K $310K
CNQ
Canadian Natural Resources LTD

Energy
189
+ 0.29%
$29.31 - $32.93 $5.54K - $6.22K
65K $2.08M
FOXA
Fox Corp

Communication Services
2
+ 0.03%
$53.87 - $63.06 $108 - $126
5.98K $377K
BIIB
Biogen Inc.

Healthcare
1
+ 0.04%
$122.68 - $148.84 $123 - $149
2.85K $398K
CNHI
Cnh Industrial N.V.

Industrials
3.92K
+ 10.29%
N/A
42.1K $438K
FAF
First American Financial Corp

Financial Services
444
+ 10.48%
$54.73 - $68.13 $24.3K - $30.2K
4.68K $300K
CADE
Cadence Bank

Financial Services
9
+ 0.13%
$33.44 - $38.12 $301 - $343
7.06K $265K
AN
Autonation, Inc.

Consumer Cyclical
1
+ 0.05%
$189.27 - $227.18 $189 - $227
1.97K $431K
FCFS
First Cash Holdings, Inc.

Financial Services
1
+ 0.06%
$120.08 - $158.42 $120 - $158
1.7K $269K
PEGA
Pegasystems Inc

Technology
462
+ 11.99%
$49.75 - $60.39 $23K - $27.9K
4.31K $248K
TROW
Price T Rowe Group Inc

Financial Services
58
+ 1.07%
$98.67 - $111.52 $5.72K - $6.47K
5.49K $563K
TPX
Tempur Sealy International, Inc.

Consumer Cyclical
675
+ 15.5%
N/A
5.03K $289K
BJ
Bj'S Wholesale Club Holdings, Inc.

Consumer Defensive
800
+ 32.92%
$93.1 - $110.49 $74.5K - $88.4K
3.23K $301K
OVV
Ovintiv Inc.

Energy
464
+ 5.19%
$38.53 - $43.17 $17.9K - $20K
9.4K $379K
LYV
Live Nation Entertainment, Inc.

Communication Services
1
+ 0.03%
$143.56 - $174.06 $144 - $174
3.2K $522K
JCI
Johnson Controls International PLC

Industrials
1
+ 0.01%
$103.24 - $111.73 $103 - $112
8.98K $987K
IWC
Russell Micro Cap ETF

ETFs
30
+ 1.87%
$127.86 - $151.39 $3.84K - $4.54K
1.64K $243K
NXST
Nexstar Media Group, Inc.

Communication Services
30
+ 2.31%
$176.71 - $211.31 $5.3K - $6.34K
1.33K $262K
AI
C3.Ai, Inc.

Technology
8.29K
+ 56.25%
$15.46 - $29.16 $128K - $242K
23K $399K
A
Agilent Technologies, Inc.

Healthcare
70
+ 2.46%
$112.04 - $128.75 $7.84K - $9.01K
2.92K $374K
SCHX
Schwab Strategic Tr Us Large C

ETFs
124
+ 0.7%
$24.46 - $26.5 $3.03K - $3.29K
17.8K $469K
DDOG
Datadog, Inc.

Technology
136
+ 6.27%
$124.52 - $155.15 $16.9K - $21.1K
2.31K $328K
PRU
Prudential Financial Inc

Financial Services
686
+ 7.38%
$100.68 - $109.89 $69.1K - $75.4K
9.99K $1.04M
UMBF
Umb Financial Corp

Financial Services
6
+ 0.22%
$106.84 - $125.59 $641 - $754
2.72K $321K
PKI
Perkinelmer Inc

Healthcare
291
+ 9.73%
N/A
3.28K $397K
CINF
Cincinnati Financial Corp

Financial Services
1
+ 0.03%
$145.8 - $158.1 $146 - $158
3.95K $624K
MSCI
Msci Inc.

Financial Services
73
+ 13.44%
$526.48 - $588.0 $38.4K - $42.9K
616 $349K
FNF
Fidelity National Financial, Inc.

Financial Services
2
+ 0.02%
$51.22 - $61.07 $102 - $122
8.09K $489K
VLY
Valley National Bancorp

Financial Services
33
+ 0.15%
$9.18 - $11.1 $303 - $366
21.7K $229K
Z
Zillow Group Inc Cl C Cap Stk

Communication Services
2
+ 0.04%
$71.0 - $90.32 $142 - $181
5.23K $402K
BURL
Burlington Stores, Inc.

Consumer Cyclical
58
+ 6.13%
$237.02 - $301.35 $13.7K - $17.5K
1K $255K
ROLL
Rbc Bearings Inc

Industrials
143
+ 23.99%
N/A
739 $181K
JXN
Jackson Financial Inc.

Financial Services
1
+ 0.04%
$84.06 - $103.8 $84.1 - $104
2.82K $285K
BALL
Ball Corp

Consumer Cyclical
1.43K
+ 21.65%
$48.47 - $59.71 $69.1K - $85.1K
8.01K $403K
APG
A Pi Group Corp

Industrials
3.83K
+ 65.4%
$33.09 - $36.34 $127K - $139K
9.69K $332K
Activity Summary
Buys All Purchases 732 New Holdings 111 Increased Positions 621 Sells All Sells 173 Reductions 173 Sold out 0 Options Calls 0 Puts 0
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