Forum Financial Management, LP Purchases in Q2 2025

Forum Financial Management, LP

  • $5.76 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
2.63K
+ 22.14%
$55.54 - $69.09 $146K - $182K
14.5K $1M
PSTG
Pure Storage, Inc.

Technology
4.58K
New
$37.18 - $57.58 $170K - $264K
4.58K $263K
AL
Air Lease Corp

Industrials
4.47K
New
$40.46 - $58.71 $181K - $262K
4.47K $261K
ZM
Zoom Video Communications, Inc.

Technology
3.11K
+ 73.03%
$66.7 - $84.62 $208K - $263K
7.37K $574K
RIVN
Rivian Automotive, Inc.

Consumer Cyclical
15.4K
+ 41.33%
$10.8 - $16.92 $166K - $260K
52.5K $721K
URBN
Urban Outfitters Inc

Consumer Cyclical
3.58K
New
$43.24 - $75.26 $155K - $269K
3.58K $259K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
1.14K
New
$141.37 - $228.57 $161K - $261K
1.14K $258K
HII
Huntington Ingalls Industries, Inc.

Industrials
1.06K
New
$183.31 - $241.46 $195K - $257K
1.06K $256K
U
Unity Software Inc.

Technology
10.6K
New
$16.75 - $26.24 $177K - $278K
10.6K $256K
RBLX
Roblox Corp

Communication Services
428
+ 9.5%
$51.22 - $105.59 $21.9K - $45.2K
4.93K $518K
ROKU
Roku, Inc

Communication Services
2.9K
New
$55.1 - $87.89 $160K - $255K
2.9K $254K
TROW
Price T Rowe Group Inc

Financial Services
2.48K
+ 84.26%
$80.27 - $98.06 $199K - $243K
5.43K $523K
SYF
Synchrony Financial

Financial Services
2.02K
+ 23.75%
$43.81 - $66.74 $88.4K - $135K
10.5K $701K
WBD
Warner Bros. Discovery, Inc.

Communication Services
18.9K
+ 39.52%
$7.69 - $11.46 $145K - $217K
66.8K $765K
TPX
Tempur Sealy International, Inc.

Consumer Cyclical
4.36K
New
N/A
4.36K $250K
EVR
Evercore Inc.

Financial Services
926
New
$163.77 - $271.5 $152K - $251K
926 $250K
ITT
Itt Inc.

Industrials
1.57K
New
$112.67 - $157.95 $177K - $248K
1.57K $245K
DY
Dycom Industries Inc

Industrials
1K
New
$138.96 - $245.71 $139K - $246K
1K $245K
NVS
Novartis Ag

Healthcare
88
+ 0.36%
$101.96 - $121.01 $8.97K - $10.6K
24.6K $2.98M
PINS
Pinterest, Inc.

Communication Services
5.09K
+ 42.0%
$24.21 - $35.95 $123K - $183K
17.2K $617K
BWXT
Bwx Technologies, Inc.

Industrials
1.68K
New
$89.24 - $144.06 $150K - $242K
1.68K $242K
CME
Cme Group Inc.

Financial Services
593
+ 7.97%
$252.37 - $290.71 $150K - $172K
8.03K $2.21M
MAT
Mattel Inc

Consumer Cyclical
12.1K
New
$14.55 - $20.12 $176K - $243K
12.1K $238K
MRVL
Marvell Technology, Inc.

Technology
1.12K
+ 11.87%
$49.38 - $79.97 $55.2K - $89.4K
10.5K $815K
GNRC
Generac Holdings Inc.

Industrials
1.65K
New
$101.92 - $143.21 $168K - $236K
1.65K $236K
MELI
Mercadolibre Inc

Consumer Cyclical
40
+ 20.1%
$1794.73 - $2613.63 $71.8K - $105K
239 $624K
SCHA
Schwab Strategic Tr Us Small C

ETFs
9.3K
New
$20.42 - $25.3 $190K - $235K
9.3K $235K
NDSN
Nordson Corp

Industrials
1.09K
New
$167.51 - $223.5 $183K - $244K
1.09K $234K
IWP
Ishares Russell Mid Cap Growth

ETFs
1.69K
New
$104.34 - $138.68 $176K - $235K
1.69K $234K
TTD
Trade Desk, Inc.

Technology
3.23K
New
$45.27 - $79.4 $146K - $257K
3.23K $232K
ARMK
Aramark

Industrials
5.52K
New
$30.39 - $42.1 $168K - $232K
5.52K $231K
ARW
Arrow Electronics Inc

Technology
1.81K
New
$90.32 - $128.28 $164K - $233K
1.81K $231K
GTES
Gates Industrial Corp PLC

Industrials
10K
New
$15.56 - $23.13 $156K - $232K
10K $230K
JCI
Johnson Controls International PLC

Industrials
5
+ 0.06%
$71.14 - $105.62 $356 - $528
8.98K $948K
DOCS
Doximity, Inc.

Healthcare
3.69K
New
$50.71 - $61.34 $187K - $226K
3.69K $226K
SNEX
Stone X Group Inc.

Financial Services
2.49K
New
$69.59 - $94.15 $173K - $234K
2.49K $226K
VMI
Valmont Industries Inc

Industrials
694
New
$263.86 - $333.86 $183K - $232K
694 $226K
LRN
Stride, Inc.

Consumer Defensive
1.55K
New
$124.45 - $160.72 $193K - $250K
1.55K $225K
CALM
Cal Maine Foods Inc

Consumer Defensive
2.25K
New
$90.17 - $103.07 $203K - $232K
2.25K $224K
GFS
Globalfoundries Inc.

Technology
5.85K
New
$30.37 - $40.03 $178K - $234K
5.85K $223K
RRX
Regal Rexnord Corp

Industrials
1.54K
New
$94.06 - $147.0 $145K - $227K
1.54K $223K
KKR
Kkr & Co. Inc.

Financial Services
409
+ 4.27%
$92.79 - $134.29 $38K - $54.9K
10K $1.33M
BLD
Top Build Corp

Industrials
686
New
$275.93 - $326.59 $189K - $224K
686 $222K
ADM
Archer Daniels Midland CO

Consumer Defensive
3.37K
+ 37.85%
$41.79 - $54.16 $141K - $182K
12.3K $647K
CTSH
Cognizant Technology Solutions Corp

Technology
2.7K
+ 39.91%
$66.47 - $81.81 $179K - $221K
9.46K $738K
IDCC
Inter Digital, Inc.

Communication Services
987
New
$183.37 - $234.7 $181K - $232K
987 $221K
ILMN
Illumina, Inc.

Healthcare
2.32K
New
$70.3 - $95.41 $163K - $221K
2.32K $221K
PLNT
Planet Fitness, Inc.

Consumer Cyclical
2.02K
New
$90.58 - $109.05 $183K - $221K
2.02K $220K
ERIE
Erie Indemnity CO

Financial Services
635
New
$340.45 - $423.93 $216K - $269K
635 $220K
Activity Summary
Buys All Purchases 617 New Holdings 122 Increased Positions 495 Sells All Sells 258 Reductions 258 Sold out 0 Options Calls 0 Puts 0
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