Forum Financial Management, LP

Position in CLOV — Clover Health Investments, Corp. /De

CIK 1911832 LOMBARD, IL

Position in CLOV

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

Position Value

$126,378

+$83,931 QoQ

Shares Held

24,118

0.0% QoQ

Ownership

0.005%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#126

of 224 holders

Holding Since

Mar 2022

18 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Healthcare · as of Jun 30, 2026

Forum Financial Management, LP holds $1,097,019 across 4 Healthcare Plans names. CLOV ranks #4 (11.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UNH	Unitedhealth Group Inc	1,323	$549,878
2	CVS	CVS HEALTH Corp	2,074	$214,555
3	CI	Cigna Group	748	$206,208
4	CLOV	Clover Health Investments, Corp. /De This page	24,118	$126,378

18 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$126,378	24,118	0.0%	Shares	Other	2026-07-23
2026-03-31	$42,447	24,118	-40.0%	Shares	Other	2026-04-23
2025-12-31	$94,465	40,198	+8.0%	Shares	Sole	2026-01-27
2025-09-30	$113,944	37,237	+8.7%	Shares	Sole	2025-10-24
2025-06-30	$95,548	34,247	+113.0%	Shares	Sole	2025-07-30
2025-03-31	$57,716	16,077	0.0%	Shares	Other	2025-05-02
2024-12-31	$50,642	16,077	0.0%	Shares	Other	2025-02-20
2024-09-30	$45,337	16,077	+33.8%	Shares	Sole	2024-10-29
2024-06-30	$14,779	12,016	0.0%	Shares	Sole	2024-07-30
2024-03-31	$9,540	12,016	0.0%	Shares	Sole	2024-05-09
2023-12-31	$11,439	12,016	0.0%	Shares	Sole	2024-02-07
2023-09-30	$12,977	12,016	0.0%	Shares	Sole	2023-11-06
2023-06-30	$10,778	12,016	0.0%	Shares	Sole	2023-07-26
2023-03-31	$10,153	12,016	0.0%	Shares	Sole	2023-04-19
2022-12-31	$11,174	12,016	-1.2%	Shares	Sole	2023-01-24
2022-09-30	$20,682	12,166	0.0%	Shares	Sole	2022-11-07
2022-06-30	$26,035	12,166	0.0%	Shares	Sole	2022-08-15
2022-03-31	$43,189	12,166	—	Shares	Sole	2022-05-16
No filing history on record for this holder in this stock.