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Forum Financial Management’s CoStar Group CSGP Stock Holding History

Forum Financial Management’s Portfolio CSGP Stock Details CSGP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-5,051
Closed -$340K – 491
2025
Q4 		$340K Sell
5,051
-475
-9% -$33.6K ﹤0.01% 680
2025
Q3 		$466K Buy
5,526
+688
+14% +$60.8K 0.01% 492
2025
Q2 		$389K Buy
4,838
+755
+18% +$58.8K 0.01% 521
2025
Q1 		$323K Buy
4,083
+75
+2% +$5.71K 0.01% 558
2024
Q4 		$287K Buy
4,008
+1
+0% +$76 ﹤0.01% 645
2024
Q3 		$302K Buy
4,007
+3
+0.1% +$228 0.01% 510
2024
Q2 		$297K Sell
4,004
-17
-0.4% -$1.44K 0.01% 486
2024
Q1 		$388K Buy
4,021
+32
+0.8% +$2.75K 0.01% 409
2023
Q4 		$349K Hold
3,989
– – 0.01% 397
2023
Q3 		$307K Sell
3,989
-8
-0.2% -$663 0.01% 415
2023
Q2 		$356K Buy
3,997
+6
+0.2% +$463 0.01% 387
2023
Q1 		$275K Buy
3,991
+2
+0.1% +$148 0.01% 433
2022
Q4 		$308K Sell
3,989
-183
-4% -$14.3K 0.01% 385
2022
Q3 		$291K Hold
4,172
– – 0.01% 357
2022
Q2 		$252K Buy
+4,172
New +$253K 0.01% 422
2022
Q1 		– Sell
-2,880
Closed -$228K – 626
2021
Q4 		$228K Buy
+2,880
New +$242K 0.01% 554

Other funds holding CSGP

Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Polen Capital Management
Polen Capital Management Boca Raton, Florida $11.6B AUM 8.03% 1-Year Est. Return

Forum Financial Management's CSGP Position: Q1 2026 in Review

Forum Financial Management sold out of CoStar Group (CSGP) in Q1 2026, closing a stake of 5,051 shares — an estimated $340K sold.

Forum Financial Management first reported a position in CSGP in Q4 2021 and held it in 16 quarters. The position peaked at $466K in Q3 2025. 797 funds tracked by Wall St. Rank hold CSGP as of Q1 2026.

  • Forum Financial Management reported no remaining CoStar Group position as of Q1 2026 after selling out during the quarter.
  • Forum Financial Management sold 5,051 CoStar Group shares in Q1 2026, an estimated $340K.
  • Forum Financial Management first reported a position in CoStar Group in Q4 2021 and held it in 16 quarters.
  • Forum Financial Management's CoStar Group position peaked at $466K in Q3 2025.
  • 797 funds tracked by Wall St. Rank held CoStar Group as of Q1 2026.

Based on Forum Financial Management's 13F filing for Q1 2026, filed 23 Apr 2026.