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Forum Financial Management’s Planet Labs PL Stock Holding History

Forum Financial Management’s Portfolio PL Stock Details PL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-13,047
Closed -$257K – 808
2025
Q4 		$257K Hold
13,047
– – ﹤0.01% 830
2025
Q3 		$169K Hold
13,047
– – ﹤0.01% 983
2025
Q2 		$79.6K Buy
13,047
+1,531
+13% +$6.25K ﹤0.01% 940
2025
Q1 		$38.9K Buy
+11,516
New +$53.9K ﹤0.01% 861

Other funds holding PL

AI
Alphabet Inc Mountain View, California $99.1B AUM 124.46% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
DCM
Driehaus Capital Management Chicago, Illinois $17.3B AUM 211.34% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

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

Forum Financial Management sold out of Planet Labs (PL) in Q1 2026, closing a stake of 13,047 shares — an estimated $257K sold.

Forum Financial Management first reported a position in PL in Q1 2025 and held it in 4 quarters. The position peaked at $257K in Q4 2025. 420 funds tracked by Wall St. Rank hold PL as of Q1 2026.

  • Forum Financial Management reported no remaining Planet Labs position as of Q1 2026 after selling out during the quarter.
  • Forum Financial Management sold 13,047 Planet Labs shares in Q1 2026, an estimated $257K.
  • Forum Financial Management first reported a position in Planet Labs in Q1 2025 and held it in 4 quarters.
  • Forum Financial Management's Planet Labs position peaked at $257K in Q4 2025.
  • 420 funds tracked by Wall St. Rank held Planet Labs as of Q1 2026.

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