Forum Financial Management, LP Software—Infrastructure

Forum Financial Management, LP

  • $6.44 Billion
  • Q3 2025

Stock List

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.78T
$47 Million 0.73% of portfolio
90,657
Q3 2025 Added 11.64%
$342B
$27.1 Million 0.42% of portfolio
148,353
Q3 2025 Reduced 70.9%
$593B
$4.6 Million 0.07% of portfolio
16,365
Q3 2025 Added 5.83%
$102B
$2.59 Million 0.04% of portfolio
18,119
Q3 2025 Added 0.68%
$151B
$1.46 Million 0.02% of portfolio
4,148
Q3 2025 Reduced 3.62%
$59.6B
$870,000 0.01% of portfolio
4,056
Q3 2025 Added 1.96%
$115B
$820,000 0.01% of portfolio
1,673
Q3 2025 Added 13.12%
$61.4B
$816,000 0.01% of portfolio
4,010
Q3 2025 Added 3.38%
$64.9B
$708,000 0.01% of portfolio
8,432
Q3 2025 Added 0.67%
$59.7B
$676,000 0.01% of portfolio
1,371
Q3 2025 Added 40.62%
$30.3B
$612,000 0.01% of portfolio
10,712
Q3 2025 Added 18.53%
$12.7B
$524,000 0.01% of portfolio
5,717
Q3 2025 Added 19.6%
$14B
$498,000 0.01% of portfolio
1,541
Q3 2025 Added 0.06%
$26.8B
$421,000 0.01% of portfolio
1,509
Q3 2025 Added 57.52%
$24.2B
$377,000 0.01% of portfolio
1,217
Q3 2025 Reduced 11.56%
$11.6B
$377,000 0.01% of portfolio
10,346
Q3 2025 Added 121.02%
$42.8B
$350,000 0.01% of portfolio
1,168
Q2 2025 Added 10.61%
$16.2B
$330,000 0.01% of portfolio
4,521
Q3 2025 Reduced 39.37%
$15.2B
$310,000 0.0% of portfolio
4,178
Q3 2025 Reduced 9.82%
$20.3B
$296,000 0.0% of portfolio
2,166
Q3 2025 Added 40.83%
$14.3B
$276,000 0.0% of portfolio
12,861
Q3 2025 Added 13.36%
$5.36B
$203,000 0.0% of portfolio
3,865
Q3 2025 New
$4.64B
$197,000 0.0% of portfolio
21,653
Q3 2025 Added 7.8%
$6.55B
$190,000 0.0% of portfolio
14,225
Q3 2025 New
$1.92B
$60,000 0.0% of portfolio
10,034
Q3 2025 Added 0.02%
$2.17B
$53,000 0.0% of portfolio
10,223
Q3 2025 Added 0.03%
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