Forum Financial Management, LP New Holdings in Q3 2025

Forum Financial Management, LP

  • $6.44 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
EXLS
Exl Service Holdings, Inc.

Technology
5K
New
$41.4 - $45.43 $207K - $227K
5K $220K
NPO
Enpro Industries, Inc

Industrials
975
New
$195.22 - $231.56 $190K - $226K
975 $220K
QS
Quantum Scape Corp

Consumer Cyclical
17.8K
New
$6.36 - $14.64 $113K - $260K
17.8K $219K
ASB
Associated Banc Corp

Financial Services
8.49K
New
$23.78 - $27.01 $202K - $229K
8.49K $218K
PEN
Penumbra Inc

Healthcare
864
New
$227.15 - $287.09 $196K - $248K
864 $218K
MTCH
Match Group, Inc.

Communication Services
6.16K
New
$31.83 - $38.77 $196K - $239K
6.16K $217K
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
7.28K
New
$28.15 - $30.13 $205K - $219K
7.28K $215K
FLS
Flowserve Corp

Industrials
4.06K
New
$51.98 - $57.7 $211K - $234K
4.06K $215K
SSD
Simpson Manufacturing Co., Inc.

Basic Materials
1.28K
New
$158.03 - $197.08 $203K - $253K
1.28K $214K
ALV
Autoliv Inc

Consumer Cyclical
1.73K
New
$110.31 - $127.65 $191K - $221K
1.73K $214K
TDS
Telephone & Data Systems Inc

Communication Services
5.42K
New
$35.43 - $40.72 $192K - $221K
5.42K $212K
IPG
Interpublic Group Of Companies, Inc.

Communication Services
7.61K
New
$24.02 - $27.91 $183K - $212K
7.61K $212K
AOS
Smith A O Corp

Industrials
2.89K
New
$67.24 - $74.3 $194K - $214K
2.89K $211K
EL
Estee Lauder Companies Inc

Consumer Defensive
2.39K
New
$83.65 - $95.26 $200K - $227K
2.39K $210K
NEU
Newmarket Corp

Basic Materials
254
New
$680.5 - $848.94 $173K - $216K
254 $210K
BIO
Bio Rad Laboratories, Inc.

Healthcare
749
New
$241.95 - $303.82 $181K - $228K
749 $210K
AMKR
Amkor Technology, Inc.

Technology
7.33K
New
$21.14 - $29.58 $155K - $217K
7.33K $208K
AX
Axos Financial, Inc.

Financial Services
2.46K
New
$78.32 - $92.31 $193K - $227K
2.46K $208K
DGRO
Ishares Core Dividend Growth E

ETFs
3.05K
New
$64.12 - $68.08 $195K - $207K
3.05K $207K
VSAT
Viasat Inc

Technology
7.07K
New
$14.47 - $32.92 $102K - $233K
7.07K $207K
SFBS
Servis First Bancshares, Inc.

Financial Services
2.57K
New
$76.69 - $89.24 $197K - $229K
2.57K $206K
BSY
Bentley Systems Inc

Technology
4K
New
$51.48 - $58.72 $206K - $235K
4K $206K
CLX
Clorox CO

Consumer Defensive
1.68K
New
$117.67 - $131.43 $197K - $220K
1.68K $206K
MCY
Mercury General Corp

Financial Services
2.42K
New
$65.82 - $84.78 $159K - $205K
2.42K $205K
TKR
Timken CO

Industrials
2.73K
New
$73.5 - $81.69 $201K - $223K
2.73K $205K
ESAB
Esab Corp

Industrials
1.84K
New
$108.14 - $134.17 $199K - $246K
1.84K $205K
THO
Thor Industries Inc

Consumer Cyclical
1.97K
New
$88.76 - $112.33 $175K - $222K
1.97K $204K
OHI
Omega Healthcare Investors Inc

Real Estate
4.85K
New
$36.29 - $43.34 $176K - $210K
4.85K $204K
BOOT
Boot Barn Holdings, Inc.

Consumer Cyclical
1.23K
New
$156.24 - $190.88 $192K - $235K
1.23K $203K
ACIW
Aci Worldwide, Inc.

Technology
3.87K
New
$40.74 - $52.9 $157K - $204K
3.87K $203K
DXCM
Dexcom Inc

Healthcare
3.03K
New
$66.46 - $89.53 $201K - $271K
3.03K $203K
NCLH
Norwegian Cruise Line Holdings Ltd.

Consumer Cyclical
8.2K
New
$20.98 - $26.94 $172K - $221K
8.2K $202K
PUK
Prudential PLC

Financial Services
7.18K
New
$24.27 - $28.15 $174K - $202K
7.18K $201K
NJR
New Jersey Resources Corp

Utilities
4.18K
New
$45.05 - $48.15 $188K - $201K
4.18K $201K
HALO
Halozyme Therapeutics, Inc.

Healthcare
2.74K
New
$52.92 - $78.28 $145K - $215K
2.74K $201K
LOPE
Grand Canyon Education, Inc.

Consumer Defensive
918
New
$167.19 - $219.52 $153K - $202K
918 $201K
DVA
Davita Inc.

Healthcare
1.51K
New
$127.69 - $151.32 $192K - $228K
1.51K $200K
PATH
Ui Path, Inc.

Technology
14.2K
New
$10.44 - $13.38 $149K - $190K
14.2K $190K
CLF
Cleveland Cliffs Inc.

Basic Materials
15.5K
New
$8.12 - $12.84 $126K - $199K
15.5K $189K
IE
Ivanhoe Electric Inc.

Basic Materials
12.9K
New
$8.56 - $12.55 $110K - $162K
12.9K $161K
CLSK
Cleanspark, Inc.

Technology
10.4K
New
$9.08 - $14.87 $94.3K - $154K
10.4K $151K
GBTG
Global Business Travel Group, Inc.

Technology
10.3K
New
$6.09 - $8.34 $62.6K - $85.8K
10.3K $83K
JBLU
Jetblue Airways Corp

Industrials
11.9K
New
$4.23 - $5.49 $50.4K - $65.4K
11.9K $58K
NWL
Newell Brands Inc.

Consumer Defensive
10.3K
New
$4.76 - $6.39 $49K - $65.7K
10.3K $53K
Brightspring Health Svcs Inc
8.42K
New
N/A
8.42K $0
Atlassian Corporation
1.3K
New
N/A
1.3K $0
Coreweave Inc
2.02K
New
N/A
2.02K $0
Waystar Hldg Corp
7.63K
New
N/A
7.63K $0
Astera Labs Inc
1.74K
New
N/A
1.74K $0
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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