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 32 of 44
Instrument | Shares | Other Manager | Value | ||
---|---|---|---|---|---|
4.5K | QoQ 0.00% (-0)YoY NEW(+4.5K) | All Managers (Combined) | $282.5K | YoY NEW(+$282.5K) | |
2.7K | QoQ 0.00% (-0)YoY NEW(+2.7K) | All Managers (Combined) | $282.1K | YoY NEW(+$282.1K) | |
1.3K | All Managers (Combined) | $281.6K | |||
Zillow Group, Inc.(Zcusip98954M200) | 4.1K | QoQ +0.04% (-2)YoY NEW(+4.1K) | All Managers (Combined) | $281.4K | YoY NEW(+$281.4K) |
10.8K | QoQ NEW(+10.8K) YoY NEW(+10.8K) | All Managers (Combined) | $281.1K | QoQ NEW(+$281.1K) YoY NEW(+$281.1K) | |
4.8K | All Managers (Combined) | $281.1K | |||
14.5K | All Managers (Combined) | $280.9K | |||
20.3K | QoQ 0.00% (-2) | All Managers (Combined) | $280.9K | ||
1.4K | QoQ +0.28% (-4)YoY +2.67% (+37) | All Managers (Combined) | $280.1K | ||
13.6K | QoQ +1.38% (-185)YoY +2.31% (-308) | All Managers (Combined) | $280.0K | ||
615 | QoQ +18.72% (+97)YoY NEW(+615) | All Managers (Combined) | $279.8K | YoY NEW(+$279.8K) | |
7.9K | QoQ NEW(+7.9K) YoY NEW(+7.9K) | All Managers (Combined) | $279.3K | QoQ NEW(+$279.3K) YoY NEW(+$279.3K) | |
18.1K | QoQ 0.00% (-0) | All Managers (Combined) | $278.5K | ||
1.9K | All Managers (Combined) | $278.5K | |||
3.6K | QoQ +0.38% (-14)YoY NEW(+3.6K) | All Managers (Combined) | $278.0K | YoY NEW(+$278.0K) | |
2.2K | QoQ 0.00% (-0)YoY NEW(+2.2K) | All Managers (Combined) | $277.7K | YoY NEW(+$277.7K) | |
Godaddy Inc.(GDDYcusip380237107) | 1.5K | YoY NEW(+1.5K) | All Managers (Combined) | $277.4K | YoY NEW(+$277.4K) |
2.2K | YoY NEW(+2.2K) | All Managers (Combined) | $276.6K | YoY NEW(+$276.6K) | |
2.7K | QoQ NEW(+2.7K) YoY NEW(+2.7K) | All Managers (Combined) | $274.3K | QoQ NEW(+$274.3K) YoY NEW(+$274.3K) | |
Watsco Inc(WSOcusip942622200) | 539 | QoQ +6.94% (+35)YoY +7.37% (+37) | All Managers (Combined) | $274.0K |