Forum Financial Management, LP

Position in SHOP — Shopify Inc.

CIK 1911832 LOMBARD, IL

Position in SHOP

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

Position Value

$390,609

+$21,583 QoQ

Shares Held

3,421

+10.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.07%

of 13F equity value

Holder Rank

#1,099

of 1,697 holders

Holding Since

Dec 2021

17 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. SHOP ranks #3 (19.3% 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. This page	3,421	$390,609
4	CRM	Salesforce, Inc.	2,289	$358,594
5	BZAI	Blaize Holdings, Inc.	125,488	$173,173

17 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$390,609	3,421	+10.0%	Shares	Sole	2026-07-23
2026-03-31	$369,026	3,111	-60.3%	Shares	Sole	2026-04-23
2025-12-31	$1,262,004	7,840	-5.0%	Shares	Sole	2026-01-27
2025-09-30	$1,226,626	8,254	+49.4%	Shares	Sole	2025-10-24
2025-06-30	$637,193	5,524	-18.6%	Shares	Sole	2025-07-30
2025-03-31	$648,118	6,788	-4.7%	Shares	Sole	2025-05-02
2024-12-31	$757,601	7,125	+70.8%	Shares	Sole	2025-02-20
2024-09-30	$334,344	4,172	+0.5%	Shares	Sole	2024-10-29
2024-06-30	$274,239	4,152	+9.1%	Shares	Sole	2024-07-30
2024-03-31	$293,786	3,807	-7.7%	Shares	Sole	2024-05-09
2023-12-31	$321,181	4,123	-5.9%	Shares	Sole	2024-02-07
2023-09-30	$239,125	4,382	+0.1%	Shares	Sole	2023-11-06
2023-06-30	$282,754	4,377	+0.3%	Shares	Sole	2023-07-26
2023-03-31	$209,114	4,362	-32.7%	Shares	Sole	2023-04-19
2022-12-31	$224,920	6,480	+1376.1%	Shares	Sole	2023-01-24
2022-03-31	$296,746	439	+0.9%	Shares	Sole	2022-05-16
2021-12-31	$599,164	435	—	Shares	Sole	2022-02-18
No filing history on record for this holder in this stock.