Forum Financial Management, LP

Position in AI — C3.ai, Inc.

CIK 1911832 LOMBARD, IL

Position in AI

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

Position Value

$104,816

+$7,725 QoQ

Shares Held

11,531

0.0% QoQ

Ownership

0.007%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#187

of 316 holders

Holding Since

Jun 2023

13 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

Forum Financial Management, LP holds $22,241,369 across 10 Software - Infrastructure names. AI ranks #10 (0.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MSFT	Microsoft Corp	46,743	$17,436,073
2	PLTR	Palantir Technologies Inc.	14,721	$1,717,498
3	ORCL	Oracle Corp	7,390	$1,083,004
4	FTNT	Fortinet, Inc.	3,488	$535,826
5	NET	Cloudflare, Inc.	1,498	$367,429
6	PANW	Palo Alto Networks Inc	1,037	$353,637
7	CRWV	CoreWeave, Inc.	2,426	$241,484
8	VHC	VirnetX Holding Corp	17,321	$219,976

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$104,816	11,531	0.0%	Shares	Sole	2026-07-23
2026-03-31	$97,091	11,531	-22.7%	Shares	Sole	2026-04-23
2025-12-31	$201,094	14,918	-35.2%	Shares	Sole	2026-01-27
2025-09-30	$399,149	23,019	+56.3%	Shares	Sole	2025-10-24
2025-06-30	$361,965	14,732	+31.9%	Shares	Sole	2025-07-30
2025-03-31	$235,023	11,165	-2.4%	Shares	Sole	2025-05-02
2024-12-31	$393,913	11,441	-21.0%	Shares	Sole	2025-02-20
2024-09-30	$350,947	14,484	+12.3%	Shares	Sole	2024-10-29
2024-06-30	$373,381	12,893	+4.4%	Shares	Sole	2024-07-30
2024-03-31	$334,422	12,354	-43.9%	Shares	Sole	2024-05-09
2023-12-31	$632,280	22,023	+5.9%	Shares	Sole	2024-02-07
2023-09-30	$530,637	20,793	+10.4%	Shares	Sole	2023-11-06
2023-06-30	$686,195	18,836	—	Shares	Sole	2023-07-26
No filing history on record for this holder in this stock.