Security Snapshot

FORUM MARKETS Inc - Common Stock (FRMM) Institutional Ownership

CUSIP: 68236V401

13F Institutional Holders and Ownership History from Q3 2025 to Q2 2026

Latest Period

Q2 2026

Institutions Reporting

38

Shares (Excl. Options)

4,843,029

Price

$5.43

Save this security page for your next review

Keep this CUSIP in your watchlists so you can revisit quarter changes from one place. If you create an account from here, we will bring you back after verification.

Latest holder snapshot 5 signals
Portfolio coverage rank
0%
Share change
-2,722,074
Value change
-$5,376,167
Number of holders
38
Issuer context Names, identifiers, and filing context for this profile. 2 identity fields
Shares outstanding
13,289,000
SEC-reported price per share
$6.24
13F Shares, Excluding Options vs Price
13F Value, Excluding Options
Total Investors

Key facts

  • FRMM - FORUM MARKETS Inc - Common Stock is tracked under CUSIP 68236V401.
  • 38 institutions reported positions in Q2 2026.
  • 7 significant owners is listed from Schedule 13D/13G reporting.

Change

  • Holder count moved from 44 to 38 between Q1 2026 and Q2 2026.
  • SEC-reported value moved from $22,062,188 to $26,298,776.

Research use

  • You can quickly see who holds this security, then open quarter and manager detail pages for full evidence.
  • 13F and Schedule 13D/13G sections are kept together so you can cross-check institutional and beneficial ownership context.

Evidence

Source: SEC Form 13F

Latest holder context comes from 38 institutions filings for Q2 2026.

Open SEC evidence

Security key

68236V401

Latest holder period

Q2 2026

13F holders

38

13D/G owners

7

CIK / CUSIP context first

13D/G owners

Significant owners

Large-stake holder rows connected to Schedule 13D/G evidence.

Rows
7
Security
FRMM
Filer Ownership Change % Holdings Value Net Change Nb Shares Change % Reporting Name Report Period
World Assets, Ltd. 9.1% $340,273,969 16,438,356 World Assets, Ltd. 10 Sep 2025
STEADFAST CAPITAL MANAGEMENT LP 4.5% 7,179,254 STEADFAST CAPITAL MANAGEMENT LP 30 Sep 2025
Cyber Citadel 11% $9,638,281 1,487,389 Cyber Citadel 30 Jun 2026
Pemble Brian James 11% $7,679,567 1,451,714 Pemble Brian James 29 Jun 2026
Citadel Securities GP LLC 3.2% $3,144,544 610,591 Kenneth Griffin 31 Dec 2025
Zippy, Inc. /DE 4.3% -40% $3,702,847 -$4,937,144 571,427 -57% Zippy, Inc. /DE 20 Apr 2026
Hudson Bay Capital Management LP 1.8% -82% $1,802,500 -$89,741,814 350,000 -98% Hudson Bay Capital Management LP 31 Dec 2025

As of 30 Jun 2026, 38 institutional investors reported holding 4,843,029 shares of FORUM MARKETS Inc - Common Stock (FRMM). This represents 36% of the company’s total 13,289,000 outstanding shares.

13F concentration

Top 25 institutional shareholders

Largest 13F positions for this security by reported shares and value.

Top holder share
36%
Institution Ownership % Shares Held Share Change % Portfolio % Holdings Value
Stokes Family Office, LLC 7.2% 958,275 +25% 0.61% $5,203,433
Vise Technologies, Inc. 6.5% 857,141 0.05% $4,654,276
CITADEL ADVISORS LLC 3.1% 413,552 +20% 0% $2,245,587
Saba Capital Management, L.P. 2.8% 371,561 -23% 0.06% $2,017,576
VANGUARD CAPITAL MANAGEMENT LLC 2.3% 302,063 +64% 0% $1,640,202
BlackRock, Inc. 2.3% 301,339 +19% 0% $1,636,271
GEODE CAPITAL MANAGEMENT, LLC 1.4% 179,977 -12% 0% $977,694
UBS Group AG 1.3% 169,656 -48% 0% $921,232
GOLDMAN SACHS GROUP INC 1.3% 167,047 +3.3% 0% $907,065
MORGAN STANLEY 1.1% 144,535 -4.7% 0% $784,826
BANK OF AMERICA CORP /DE/ 0.94% 124,358 +32% 0% $675,264
BARCLAYS PLC 0.73% 97,265 +1.2% 0% $528,149
Almitas Capital LLC 0.61% 80,408 0% 0.1% $436,615
MILLENNIUM MANAGEMENT LLC 0.59% 77,772 +7.5% 0% $422,302
STATE STREET CORP 0.57% 76,221 +25% 0% $413,880
VANGUARD FIDUCIARY TRUST CO 0.54% 71,410 -11% 0% $387,756
GROUP ONE TRADING LLC 0.51% 68,200 +103% 0.01% $370,326
CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.49% 64,766 -6.1% 0% $351,679
Wealthspire Advisors, LLC 0.43% 56,653 0% $307,626
JANE STREET GROUP, LLC 0.42% 56,286 -50% 0% $305,633
ExodusPoint Capital Management, LP 0.42% 56,016 -41% 0% $304,167
Invesco Ltd. 0.23% 31,069 -41% 0% $168,705
NORTHERN TRUST CORP 0.22% 29,106 -13% 0% $158,046
J. Derek Lewis & Associates Inc. 0.17% 22,100 -24% 0.02% $120,003
IMC-Chicago, LLC 0.12% 15,778 -60% 0% $85,675

Quarter history

Institutional holders across reporting periods

Holder count, reported shares/value, and median price by quarter.

Periods
4
Latest
Q2 2026
Rows shown
1-4 of 4
Period 13F Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2026 Q2 4,843,029 $26,298,776 -$5,376,167 $5.43 38
2026 Q1 7,633,991 $22,062,188 +$2,736,873 $2.89 44
2025 Q4 6,250,046 $30,626,157 +$23,471,867 $4.90 55
2025 Q3 12,577 $30,311 +$30,311 $2.41 3
We use cookies and similar technologies to provide certain features, enhance the user experience and, if you allow them, measure engagement and deliver advertising. Analytics and marketing storage stay off until you grant consent. By clicking on "Agree and continue", you declare your consent to the use of the selected optional cookies. Manage preferences to update or revoke optional consent for future visits. For more information, see our Privacy Policy .