Forum Financial Management, LP ZBRA Zebra Technologies Cp Cl A

Ownership history in Forum Financial Management, LP  ·  5 quarters on record

AI Ownership Summary

Forum Financial Management, LP reported Zebra Technologies Cp Cl A (ZBRA) in 5 quarterly 13F filings from 2024 Q4 through 2025 Q3. Peak portfolio weight reached 0.01% in 2024 Q4. The latest visible filing shows ZBRA at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this ZBRA ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Forum Financial Management, LP's position in Zebra Technologies Cp Cl A, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q3

ZBRA was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.01% in 2024 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q4 to 2025 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Forum Financial Management, LP held ZBRA — position size vs. price
% of Fund (quarterly)    ZBRA price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 4 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 ADDED 1,045 +178 +20.5% 0.00% $311K 2025-10-24 $308.82
2025 Q2 REDUCED 15.0% -3.7% 867 -153 -15.0% 0.00% $267K 2025-07-30 $332.39
2025 Q1 ADDED 1,020 +90 +9.7% 0.00% $288K 2025-05-02 $255.95
2024 Q4 ADDED 930 +577 +163.5% 0.01% $359K 2025-02-13 $323.42
1 older quarter hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About Forum Financial Management, LP and ZBRA

These are the practical questions this page is built to answer before you even open the full history table.

How long has Forum Financial Management, LP reported owning ZBRA?

Forum Financial Management, LP reported ZBRA across 4 quarterly 13F filings, from 2024 Q4 through 2025 Q3.

What was the largest reported ZBRA position in Forum Financial Management, LP's portfolio?

The largest reported portfolio weight for ZBRA was 0.01% in 2024 Q4.

What is the latest reported ZBRA position on this page?

The most recent filing on this page is 2025 Q3, when Forum Financial Management, LP reported 1,045 shares, equal to 0.00% of portfolio, with an estimated market value of $311K.

What does the chart on this ZBRA ownership page compare?

The chart compares Forum Financial Management, LP's quarterly ZBRA portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Forum Financial Management, LP time their ZBRA position?

Based on 13F filing dates vs. subsequent ZBRA price moves, Forum Financial Management, LP correctly timed 2 out of 4 reported position changes (50%). The annualised alpha on ZBRA relative to SPY over the holding period was -20.6%.

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