Forum Financial Management, LP Software—Application

Forum Financial Management, LP

  • $5.28 Billion
  • Q1 2025

Stock List

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$356B
$4.74 Million 0.09% of portfolio
17,674
Q4 2024 Added 16.34%
$268B
$2.81 Million 0.05% of portfolio
10,477
Q1 2025 Reduced 0.63%
$112B
$999,000 0.02% of portfolio
3,774
Q1 2025 Reduced 0.05%
$215B
$960,000 0.02% of portfolio
1,565
Q1 2025 Added 7.93%
$171B
$798,000 0.02% of portfolio
10,956
Q1 2025 Added 1.26%
$204B
$711,000 0.01% of portfolio
894
Q1 2025 Added 10.92%
$15.5B
$700,000 0.01% of portfolio
8,607
Q1 2025 Added 0.08%
$128B
$648,000 0.01% of portfolio
6,788
Q1 2025 Reduced 4.73%
$45.1B
$507,000 0.01% of portfolio
275
Q1 2025 Added 2.23%
$20.9B
$479,000 0.01% of portfolio
5,739
Q1 2025 Reduced 20.99%
$53.1B
$379,000 0.01% of portfolio
1,542
Q1 2025 New
$30.1B
$361,000 0.01% of portfolio
1,142
Q1 2025 Reduced 4.59%
$20.1B
$353,000 0.01% of portfolio
2,279
Q1 2025 New
$83.9B
$348,000 0.01% of portfolio
1,369
Q1 2025 Reduced 0.51%
$36.1B
$326,000 0.01% of portfolio
1,893
Q1 2025 Reduced 9.34%
$66.6B
$318,000 0.01% of portfolio
2,176
Q1 2025 Added 5.58%
$15.6B
$302,000 0.01% of portfolio
6,409
Q1 2025 Added 34.87%
$21.6B
$273,000 0.01% of portfolio
1,458
Q1 2025 Added 0.21%
$50.8B
$257,000 0.0% of portfolio
1,103
Q1 2025 Reduced 0.9%
$27.9B
$229,000 0.0% of portfolio
401
Q1 2025 Reduced 1.23%
$34.9B
$202,000 0.0% of portfolio
2,040
Q1 2025 Added 6.14%
Filter Shares Options
Track This Portfolio

Track Forum Financial Management, LP Portfolio

Follow Forum Financial Management, LP and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Forum Financial Management, LP, based on Form 13F filings with the SEC.

News

Stay updated on Forum Financial Management, LP with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email