Forum Financial Management, LP

Position in ADBE — Adobe Inc.

CIK 1911832 LOMBARD, IL

Position in ADBE

as of Jun 30, 2026 · filed Jul 23, 2026 Compact

Position Value

$501,068

-$81,108 QoQ

Shares Held

2,444

+2.0% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.09%

of 13F equity value

Holder Rank

#1,166

of 1,964 holders

Holding Since

Dec 2021

19 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

Forum Financial Management, LP holds $2,020,718 across 5 Software - Application names. ADBE ranks #2 (24.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ADP	Automatic Data Processing Inc	2,667	$597,274
2	ADBE	Adobe Inc. This page	2,444	$501,068
3	SHOP	Shopify Inc.	3,421	$390,609
4	CRM	Salesforce, Inc.	2,289	$358,594
5	BZAI	Blaize Holdings, Inc.	125,488	$173,173

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$501,068	2,444	+2.0%	Shares	Sole	2026-07-23
2026-03-31	$582,176	2,395	-42.2%	Shares	Sole	2026-04-23
2025-12-31	$1,449,658	4,142	-0.1%	Shares	Sole	2026-01-27
2025-09-30	$1,463,207	4,148	-3.6%	Shares	Sole	2025-10-24
2025-06-30	$1,665,131	4,304	+6.5%	Shares	Sole	2025-07-30
2025-03-31	$1,549,844	4,041	-5.0%	Shares	Sole	2025-05-02
2024-12-31	$1,890,779	4,252	+10.9%	Shares	Sole	2025-02-20
2024-09-30	$1,985,686	3,835	+0.8%	Shares	Sole	2024-10-29
2024-06-30	$2,113,274	3,804	+2.5%	Shares	Sole	2024-07-30
2024-03-31	$1,873,075	3,712	-1.6%	Shares	Sole	2024-05-09
2023-12-31	$2,250,375	3,772	-4.0%	Shares	Sole	2024-02-07
2023-09-30	$2,002,887	3,928	-4.5%	Shares	Sole	2023-11-06
2023-06-30	$2,010,726	4,112	+9.1%	Shares	Sole	2023-07-26
2023-03-31	$1,452,459	3,769	-0.5%	Shares	Sole	2023-04-19
2022-12-31	$1,275,112	3,789	+127.2%	Shares	Sole	2023-01-24
2022-09-30	$459,033	1,668	-52.3%	Shares	Sole	2022-11-07
2022-06-30	$1,280,111	3,497	-19.6%	Shares	Sole	2022-08-15
2022-03-31	$1,980,580	4,347	-5.7%	Shares	Sole	2022-05-16
2021-12-31	$2,613,012	4,608	—	Shares	Sole	2022-02-18
No filing history on record for this holder in this stock.