Forum Financial Management, LP
Filing Details
13F-HR • 2025-03-31
Filing Details
13F-HR • 2025-03-31- Report Date
- 2025-03-31
- Filing Date
- 2025-05-02
- Total Holdings
- 968
- Total Value
- 6041849330
- Accession Number
- 0001911832-25-000004
- Form Type
- 13F-HR
- CIK
- 0001911832
- Manager Name
- Forum Financial Management, LP
Data Enrichment
89% identified858 identified110 unidentified
Holdings
968 positions
Manager:
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Page 14 of 44
025072372
Shares:
15196
Value:
$716.6M
Instrument | Shares | Other Manager | Value | ||
---|---|---|---|---|---|
3.1K | QoQ -0.34% (-11) | All Managers (Combined) | $726.7K | ||
3.6K | All Managers (Combined) | $723.9K | |||
3.6K | QoQ -0.82% (-30) | All Managers (Combined) | $721.5K | ||
5.7K | QoQ -0.19% (-11)YoY -2.82% (-165) | All Managers (Combined) | $720.6K | ||
9.0K | QoQ -0.14% (-13)YoY +0.97% (+87) | All Managers (Combined) | $719.2K | ||
1.5K | QoQ +0.06% (-1)YoY +2.69% (+39) | All Managers (Combined) | $719.1K | ||
(cusip025072372)✕ | 15.2K | QoQ NEW(+15.2K) YoY NEW(+15.2K) | All Managers (Combined) | $716.6K | QoQ NEW(+$716.6K) YoY NEW(+$716.6K) |
2.0K | QoQ 0.00% (+0)YoY +9.44% (+176) | All Managers (Combined) | $712.3K | ||
Servicenow, Inc.(NOWcusip81762P102) | 894 | All Managers (Combined) | $711.8K | ||
9.1K | QoQ NEW(+9.1K) YoY NEW(+9.1K) | All Managers (Combined) | $706.0K | QoQ NEW(+$706.0K) YoY NEW(+$706.0K) | |
2.1K | QoQ -1.78% (-38)YoY -3.72% (-81) | All Managers (Combined) | $705.2K | ||
5.1K | QoQ -0.01% (-1)YoY +0.05% (+3) | All Managers (Combined) | $704.1K | ||
Docusign, Inc.(DOCUcusip256163106) | 8.6K | QoQ +0.08% (-7)YoY NEW(+8.6K) | All Managers (Combined) | $700.6K | YoY NEW(+$700.6K) |
181.8K | All Managers (Combined) | $694.5K | |||
Unilever Plc(ULcusip904767704) | 11.6K | All Managers (Combined) | $693.4K | ||
9.8K | All Managers (Combined) | $692.2K | |||
14.0K | All Managers (Combined) | $689.6K | |||
Ford Motor Co(Fcusip345370860) | 68.7K | All Managers (Combined) | $689.0K | ||
6.1K | All Managers (Combined) | $685.4K | |||
19.6K | All Managers (Combined) | $668.0K |