Forum Financial Management, LP
Follow13F filer, CIK 1911832, LOMBARD, IL
Forum Financial Management, LP reported $7,067,771,554 across 331 holdings for the quarter ended 2026-03-31, in a 13F-HR filed 2026-04-23. Its ten largest share positions make up 83.29% of the portfolio.
Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001911832-26-000004
- Period
- 2026-03-31
- Reported value
- $7.07B
- Holdings
- 331
- Top 10 weight
- 83.29%
- New
- 16
- Sold out
- 697
Largest buys vs the previous quarter
| Security | Shares change | Approx. value |
|---|---|---|
| DFACadded | +1,259,943 | $49M |
| TLHadded | +435,140 | $43.8M |
| DFGRadded | +882,960 | $23.5M |
| DUHPadded | +441,967 | $16.2M |
| DFGPadded | +279,412 | $15.1M |
Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.
Largest sells vs the previous quarter
| Security | Shares change | Approx. value |
|---|---|---|
| DFEMreduced | -1,181,084 | -$40.8M |
| DFISreduced | -1,112,979 | -$37.5M |
| NVDAreduced | -107,741 | -$18.8M |
| AAPLreduced | -68,715 | -$17.4M |
| MSFTreduced | -45,095 | -$16.7M |
Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.
Back to all 331 share positions
Sold out in Q1 2026
Positions in the previous quarter's report that this quarter's report no longer lists.
| Security | Shares before | Value before | Type |
|---|---|---|---|
| ALGNALIGN TECHNOLOGY INC | 1,812 | $283K | shares |
| GGGGRACO INC | 3,439 | $282K | shares |
| LTHLIFE TIME GROUP HOLDINGS INC | 10,591 | $282K | shares |
| FLRFLUOR CORP | 7,076 | $280K | shares |
| ORAORMAT TECHNOLOGIES INC | 2,529 | $279K | shares |
| VMIVALMONT INDS INC | 694 | $279K | shares |
| AITAPPLIED INDL TECHNOLOGIES IN | 1,086 | $279K | shares |
| DVYISHARES TR | 1,966 | $277K | shares |
| EXASEXACT SCIENCES CORP | 2,731 | $277K | shares |
| BROBROWN & BROWN INC | 3,470 | $277K | shares |
| BBIOBRIDGEBIO PHARMA INC | 3,604 | $276K | shares |
| IONQIONQ INC | 6,137 | $275K | shares |
| BBYBEST BUY INC | 4,110 | $275K | shares |
| JKHYHENRY JACK & ASSOC INC | 1,507 | $275K | shares |
| OCOWENS CORNING NEW | 2,456 | $275K | shares |
| ESNTESSENT GROUP LTD | 4,227 | $275K | shares |
| PHGKONINKLIJKE PHILIPS N V | 10,137 | $275K | shares |
| AEISADVANCED ENERGY INDS | 1,310 | $274K | shares |
| SNVSYNOVUS FINANCIAL CORP | 5,454 | $273K | shares |
| SITMSITIME CORP | 771 | $272K | shares |
| OZKBANK OZK LITTLE ROCK ARK | 5,902 | $272K | shares |
| ODFLOLD DOMINION FREIGHT LINE IN | 1,731 | $271K | shares |
| FCFSFIRSTCASH HOLDINGS INC | 1,701 | $271K | shares |
| VODVODAFONE GROUP PLC | 20,484 | $271K | shares |
| MODMODINE MFG CO | 2,026 | $270K | shares |
| OTISOTIS WORLDWIDE CORP | 3,092 | $270K | shares |
| NXSTNEXSTAR MEDIA GROUP INC | 1,329 | $270K | shares |
| ALBALBEMARLE CORP | 1,901 | $269K | shares |
| KNXKNIGHT-SWIFT TRANSN HLDGS IN | 5,126 | $268K | shares |
| FNBF N B CORP | 15,641 | $267K | shares |
| MATMATTEL INC | 13,414 | $266K | shares |
| UHAL-BU HAUL HOLDING COMPANY | 5,686 | $266K | shares |
| TAPMOLSON COORS BEVERAGE CO | 5,689 | $266K | shares |
| AVYAVERY DENNISON CORP | 1,457 | $265K | shares |
| TSEMTOWER SEMICONDUCTOR LTD | 2,254 | $265K | shares |
| EHCENCOMPASS HEALTH CORP | 2,492 | $265K | shares |
| NDSNNORDSON CORP | 1,096 | $264K | shares |
| ESLTELBIT SYS LTD | 454 | $262K | shares |
| FROGJFROG LTD | 4,180 | $261K | shares |
| HIMSHIMS & HERS HEALTH INC | 8,037 | $261K | shares |
| ANFABERCROMBIE & FITCH CO | 2,073 | $261K | shares |
| TRUTRANSUNION | 3,022 | $259K | shares |
| WMSADVANCED DRAIN SYS INC DEL | 1,789 | $259K | shares |
| GDDYGODADDY INC | 2,085 | $259K | shares |
| ZSZSCALER INC | 1,150 | $259K | shares |
| GGENPACT LIMITED | 5,507 | $258K | shares |
| PLPLANET LABS PBC | 13,047 | $257K | shares |
| MTDMETTLER TOLEDO INTERNATIONAL | 184 | $257K | shares |
| MOG-AMOOG INC | 1,053 | $256K | shares |
| LBRDKLIBERTY BROADBAND CORP | 5,263 | $256K | shares |
| THGHANOVER INS GROUP INC | 1,398 | $256K | shares |
| VSATVIASAT INC | 7,387 | $255K | shares |
| CVSACOVISTA INC | 2,450 | $254K | shares |
| VLYVALLEY NATL BANCORP | 21,698 | $253K | shares |
| RNAMAVIDITY BIOSCIENCES INC | 3,504 | $253K | shares |
| TMHCTAYLOR MORRISON HOME CORP | 4,292 | $253K | shares |
| BIOBIO RAD LABS INC | 832 | $252K | shares |
| REZIRESIDEO TECHNOLOGIES INC | 7,177 | $252K | shares |
| GNRCGENERAC HLDGS INC | 1,837 | $251K | shares |
| CNXCNX RES CORP | 6,803 | $250K | shares |
| CRCRANE COMPANY | 1,356 | $250K | shares |
| WAYWAYSTAR HLDG CORP | 7,631 | $250K | shares |
| NTRNUTRIEN LTD | 4,048 | $250K | shares |
| WWAYFAIR INC | 2,475 | $249K | shares |
| UFPIUFP INDUSTRIES INC | 2,719 | $248K | shares |
| DCIDONALDSON INC | 2,781 | $247K | shares |
| SEICSEI INVTS CO | 3,004 | $246K | shares |
| LFUSLITTELFUSE INC | 971 | $246K | shares |
| NCLHNORWEGIAN CRUISE LINE HLDGS | 10,982 | $245K | shares |
| TRPTC ENERGY CORP | 4,439 | $244K | shares |
| ESIELEMENT SOLUTIONS INC | 9,761 | $244K | shares |
| DECKDECKERS OUTDOOR CORP | 2,349 | $244K | shares |
| ZWSZURN ELKAY WATER SOLNS CORP | 5,228 | $243K | shares |
| GATXGATX CORP | 1,430 | $243K | shares |
| SWKSTANLEY BLACK & DECKER INC | 3,259 | $242K | shares |
| HQYHEALTHEQUITY INC | 2,642 | $242K | shares |
| RPMRPM INTL INC | 2,324 | $242K | shares |
| GTESGATES INDL CORP PLC | 11,249 | $242K | shares |
| CCJCAMECO CORP | 2,639 | $241K | shares |
| ELLAUDER ESTEE COS INC | 2,303 | $241K | shares |
| ARWARROW ELECTRS INC | 2,186 | $241K | shares |
| ABCBAMERIS BANCORP | 3,235 | $240K | shares |
| TPLTEXAS PACIFIC LAND CORPORATI | 834 | $240K | shares |
| ARESARES MANAGEMENT CORPORATION | 1,482 | $240K | shares |
| LECOLINCOLN ELEC HLDGS INC | 997 | $239K | shares |
| MGRCMCGRATH RENTCORP | 2,275 | $239K | shares |
| ADTADT INC DEL | 29,535 | $238K | shares |
| PEGAPEGASYSTEMS INC | 3,968 | $237K | shares |
| SNEXSTONEX GROUP INC | 2,489 | $237K | shares |
| KEXKIRBY CORP | 2,148 | $237K | shares |
| WYNNWYNN RESORTS LTD | 1,960 | $236K | shares |
| HLIHOULIHAN LOKEY INC | 1,352 | $236K | shares |
| OLLIOLLIES BARGAIN OUTLET HLDGS | 2,138 | $234K | shares |
| GXOGXO LOGISTICS INCORPORATED | 4,447 | $234K | shares |
| PATHUIPATH INC | 14,225 | $233K | shares |
| AALAMERICAN AIRLINES GROUP INC | 15,202 | $233K | shares |
| WTSWATTS WATER TECHNOLOGIES INC | 844 | $233K | shares |
| AGOASSURED GUARANTY LTD | 2,572 | $231K | shares |
| TKRTIMKEN CO | 2,734 | $230K | shares |
| ARMKARAMARK | 6,223 | $229K | shares |
| TWTRADEWEB MKTS INC | 2,130 | $229K | shares |
| ALKALASKA AIR GROUP INC | 4,546 | $229K | shares |
| ALVAUTOLIV INC | 1,925 | $228K | shares |
| MCYMERCURY GENL CORP NEW | 2,423 | $228K | shares |
| FLGFLAGSTAR BANK NATIONAL ASSOC | 18,087 | $228K | shares |
| CELHCELSIUS HLDGS INC | 4,975 | $228K | shares |
| KNSLKINSALE CAP GROUP INC | 581 | $227K | shares |
| LEALEAR CORP | 1,982 | $227K | shares |
| ILMNILLUMINA INC | 1,731 | $227K | shares |
| ALLEALLEGION PLC | 1,425 | $227K | shares |
| MRCYMERCURY SYS INC | 3,107 | $227K | shares |
| HWCHANCOCK WHITNEY CORPORATION | 3,549 | $226K | shares |
| SCISERVICE CORP INTL | 2,892 | $225K | shares |
| PIPRPIPER SANDLER COS | 661 | $225K | shares |
| HASHASBRO INC | 2,736 | $224K | shares |
| RVTYREVVITY INC | 2,317 | $224K | shares |
| POSTPOST HLDGS INC | 2,261 | $224K | shares |
| HOMBHOME BANCSHARES INC | 8,050 | $224K | shares |
| PUKPRUDENTIAL PLC | 7,182 | $223K | shares |
| CNOCNO FINL GROUP INC | 5,247 | $223K | shares |
| LMNDLEMONADE INC | 3,125 | $222K | shares |
| TDSTELEPHONE & DATA SYS INC | 5,423 | $222K | shares |
| AWIARMSTRONG WORLD INDS INC NEW | 1,161 | $222K | shares |
| GMEDGLOBUS MED INC | 2,538 | $222K | shares |
| NTNXNUTANIX INC | 4,286 | $222K | shares |
| PEVERPURE INC | 3,297 | $221K | shares |
| RIOTRIOT PLATFORMS INC | 17,420 | $221K | shares |
| EQHEQUITABLE HLDGS INC | 4,622 | $220K | shares |
| MHKMOHAWK INDS INC | 2,011 | $220K | shares |
| HPQHP INC | 9,832 | $219K | shares |
| ASBASSOCIATED BANC-CORP | 8,489 | $219K | shares |
| MIRMIRION TECHNOLOGIES INC | 9,317 | $218K | shares |
| BOOTBOOT BARN HLDGS INC | 1,230 | $217K | shares |
| RGENREPLIGEN CORP | 1,323 | $217K | shares |
| RDNRADIAN GROUP INC | 5,998 | $216K | shares |
| SFMSPROUTS FMRS MKT INC | 2,707 | $216K | shares |
| VCTRVICTORY CAP HLDGS INC DEL | 3,417 | $216K | shares |
| CGNXCOGNEX CORP | 5,948 | $214K | shares |
| UBSIUNITED BANKSHARES INC WEST V | 5,557 | $213K | shares |
| PNFPPINNACLE FINANCIAL PARTNERS | 2,236 | $213K | shares |
| DPZDOMINOS PIZZA INC | 510 | $213K | shares |
| AXAXOS FINANCIAL INC | 2,461 | $212K | shares |
| EXLSEXLSERVICE HLDGS INC | 4,995 | $212K | shares |
| CNMCORE & MAIN INC | 4,072 | $212K | shares |
| PAYCPAYCOM SOFTWARE INC | 1,325 | $211K | shares |
| DKNGDRAFTKINGS INC NEW | 6,117 | $211K | shares |
| GNWGENWORTH FINL INC | 23,209 | $210K | shares |
| IBKRINTERACTIVE BROKERS GROUP IN | 3,258 | $210K | shares |
| PPCPILGRIMS PRIDE CORP | 5,367 | $209K | shares |
| IFFINTERNATIONAL FLAVORS&FRAGRA | 3,103 | $209K | shares |
| EXPEAGLE MATLS INC | 1,011 | $209K | shares |
| NPOENPRO INC | 975 | $209K | shares |
| GSATGLOBALSTAR INC | 3,409 | $208K | shares |
| TTEKTETRA TECH INC NEW | 6,191 | $208K | shares |
| BNDXVANGUARD CHARLOTTE FDS | 4,296 | $208K | shares |
| SSDSIMPSON MFG INC | 1,283 | $207K | shares |
| TSTENARIS S A | 5,375 | $207K | shares |
| CLFCLEVELAND-CLIFFS INC NEW | 15,545 | $206K | shares |
| LPXLOUISIANA PAC CORP | 2,554 | $206K | shares |
| PLNTPLANET FITNESS MASTER ISSUER | 1,901 | $206K | shares |
| IEIVANHOE ELECTRIC INC | 12,903 | $206K | shares |
| GPIQGOLDMAN SACHS ETF TR | 3,897 | $206K | shares |
| DARDARLING INGREDIENTS INC | 5,721 | $206K | shares |
| HCCWARRIOR MET COAL INC | 2,334 | $206K | shares |
| ACAARCOSA INC | 1,932 | $205K | shares |
| RUNSUNRUN INC | 11,163 | $205K | shares |
| ESABESAB CORPORATION | 1,835 | $205K | shares |
| SAIASAIA INC | 627 | $205K | shares |
| SAICSCIENCE APPLICATIONS INTL CO | 2,031 | $204K | shares |
| CBSHCOMMERCE BANCSHARES INC | 3,903 | $204K | shares |
| ROLROLLINS INC | 3,395 | $204K | shares |
| THOTHOR INDS INC | 1,973 | $203K | shares |
| OKLOOKLO INC | 2,817 | $202K | shares |
| POOLPOOL CORP | 883 | $202K | shares |
| WHRWHIRLPOOL CORP | 2,798 | $202K | shares |
| MURMURPHY OIL CORP | 6,454 | $202K | shares |
| SNAPSNAP INC | 23,764 | $192K | shares |
| COMPCOMPASS INC | 17,998 | $190K | shares |
| EBCEASTERN BANKSHARES INC | 10,104 | $186K | shares |
| QSQUANTUMSCAPE CORP | 17,778 | $185K | shares |
| CIFRCIPHER DIGITAL INC | 11,819 | $174K | shares |
| UECURANIUM ENERGY CORP | 14,557 | $170K | shares |
| AGFIRST MAJESTIC SILVER CORP | 10,085 | $168K | shares |
| RIGTRANSOCEAN LTD | 39,704 | $164K | shares |
| GTMZOOMINFO TECHNOLOGIES INC | 13,743 | $140K | shares |
| AURAURORA INNOVATION INC | 36,165 | $139K | shares |
| TELFYTELEFONICA SA-SPON ADR | 34,039 | $138K | shares |
| LUMNLUMEN TECHNOLOGIES INC | 17,569 | $137K | shares |
| AEGAEGON LTD | 17,657 | $136K | shares |
| CCCCCC INTELLIGENT SOLUTIONS HL | 15,417 | $123K | shares |
| CLSKCLEANSPARK INC | 10,405 | $105K | shares |
| GBTGGLOBAL BUSINESS TRAVEL GROUP | 10,283 | $78.7K | shares |
| CLVTCLARIVATE PLC | 18,259 | $61K | shares |
| MQMARQETA INC | 10,220 | $48.5K | shares |
| JBLUJETBLUE AIRWAYS CORP | 10,561 | $48.1K | shares |
| FUBOFUBOTV INC | 16,170 | $40.7K | shares |
| PLUGPLUG PWR INC | 16,954 | $33.4K | shares |
How Q1 2026 was built
Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).
| Filing | Role | Amendment | Filed | Accepted | Ingested |
|---|---|---|---|---|---|
| 13F-HR 0001911832-26-000004 | base | 2026-04-23 | acceptance time not in the bulk data set |