Forum Financial Management, LP

Position in BZAI — Blaize Holdings, Inc.

CIK 1911832 LOMBARD, IL

Position in BZAI

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

Position Value

$173,173

-$37,015 QoQ

Shares Held

125,488

+8.7% QoQ

Ownership

0.087%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#32

of 120 holders

Holding Since

Mar 2025

6 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. BZAI ranks #5 (8.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ADP	Automatic Data Processing Inc	2,667	$597,274
2	ADBE	Adobe Inc.	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. This page	125,488	$173,173

6 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$173,173	125,488	+8.7%	Shares	Sole	2026-07-23
2026-03-31	$210,188	115,488	0.0%	Shares	Sole	2026-04-23
2025-12-31	$225,201	115,488	0.0%	Shares	Sole	2026-01-27
2025-09-30	$398,433	115,488	0.0%	Shares	Sole	2025-10-24
2025-06-30	$344,154	115,488	0.0%	Shares	Sole	2025-07-30
2025-03-31	$233,285	115,488	—	Shares	Sole	2025-05-02
No filing history on record for this holder in this stock.