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:
Search and click to pin securities to the top
Page 38 of 44
46654Q203
Shares:
4471(+11.3%)
Value:
$231.5M(+2.2%)
Instrument | Shares | Other Manager | Value | ||
---|---|---|---|---|---|
1.4K | QoQ NEW(+1.4K) YoY +0.36% (+5) | All Managers (Combined) | $232.2K | QoQ NEW(+$232.2K) | |
5.0K | QoQ +0.10% (-5)YoY NEW(+5.0K) | All Managers (Combined) | $232.1K | YoY NEW(+$232.1K) | |
(cusip46654Q203)✕ | 4.5K | YoY NEW(+4.5K) | All Managers (Combined) | $231.5K | YoY NEW(+$231.5K) |
2.1K | QoQ +0.28% (-6)YoY +0.56% (-12) | All Managers (Combined) | $231.0K | ||
5.7K | QoQ +1.53% (-86)YoY +1.04% (-59) | All Managers (Combined) | $230.5K | ||
2.9K | All Managers (Combined) | $230.4K | |||
2.5K | QoQ +1.77% (-44) | All Managers (Combined) | $229.8K | ||
Hubspot Inc(HUBScusip443573100) | 401 | QoQ -1.23% (-5)YoY NEW(+401) | All Managers (Combined) | $229.1K | YoY NEW(+$229.1K) |
1.4K | QoQ -4.56% (-68)YoY NEW(+1.4K) | All Managers (Combined) | $227.9K | YoY NEW(+$227.9K) | |
3.2K | YoY NEW(+3.2K) | All Managers (Combined) | $226.7K | YoY NEW(+$226.7K) | |
2.6K | QoQ 0.00% (-0)YoY +4.34% (+107) | All Managers (Combined) | $226.5K | ||
3.9K | QoQ +0.12% (+5)YoY +8.47% (+306) | All Managers (Combined) | $226.1K | ||
7.2K | QoQ +0.71% (-51)YoY NEW(+7.2K) | All Managers (Combined) | $225.0K | YoY NEW(+$225.0K) | |
1.3K | QoQ NEW(+1.3K) YoY NEW(+1.3K) | All Managers (Combined) | $224.9K | QoQ NEW(+$224.9K) YoY NEW(+$224.9K) | |
13.4K | All Managers (Combined) | $224.7K | |||
2.5K | QoQ +2.89% (-70)YoY NEW(+2.5K) | All Managers (Combined) | $223.9K | YoY NEW(+$223.9K) | |
2.0K | All Managers (Combined) | $223.3K | |||
6.2K | QoQ NEW(+6.2K) YoY NEW(+6.2K) | All Managers (Combined) | $223.0K | QoQ NEW(+$223.0K) YoY NEW(+$223.0K) | |
Ciena Corp(CIENcusip171779309) | 3.7K | YoY NEW(+3.7K) | All Managers (Combined) | $222.6K | YoY NEW(+$222.6K) |
Kirby Corp(KEXcusip497266106) | 2.2K | QoQ +0.09% (-2)YoY +2.65% (+57) | All Managers (Combined) | $222.2K |