JO
FRMM

John Overdeck’s Forum Markets FRMM Stock Holding History

John Overdeck’s Portfolio FRMM Stock Details FRMM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-16,316
Closed -$47.2K – 5059
2026
Q1 		$47.2K Sell
16,316
-78,560
-83% -$300K ﹤0.01% 4456
2025
Q4 		$465K Buy
+94,876
New +$1.34M ﹤0.01% 3346
2023
Q2 		– Sell
-74
Closed -$25.3K – 3000
2023
Q1 		$25.3K Buy
+74
New +$43K ﹤0.01% 2829
2021
Q4 		– Sell
-4
Closed -$75K – 4257
2021
Q3 		$75K Buy
+4
New +$109K ﹤0.01% 4113

Other funds holding FRMM

SFO
Stokes Family Office New Orleans, Louisiana $858M AUM 26.13% 1-Year Est. Return
VT
Vise Technologies New York $8.83B AUM 27.11% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
SCM
Saba Capital Management New York $3.9B AUM 12.9% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

John Overdeck's FRMM Position: Q2 2026 in Review

John Overdeck sold out of Forum Markets (FRMM) in Q2 2026, closing a stake of 16,316 shares — an estimated $47.2K sold.

John Overdeck first reported a position in FRMM in Q3 2021 and held it in 4 quarters. The position peaked at $465K in Q4 2025. 39 funds tracked by Wall St. Rank hold FRMM as of Q2 2026.

  • John Overdeck reported no remaining Forum Markets position as of Q2 2026 after selling out during the quarter.
  • John Overdeck sold 16,316 Forum Markets shares in Q2 2026, an estimated $47.2K.
  • John Overdeck first reported a position in Forum Markets in Q3 2021 and held it in 4 quarters.
  • John Overdeck's Forum Markets position peaked at $465K in Q4 2025.
  • 39 funds tracked by Wall St. Rank held Forum Markets as of Q2 2026.

Based on Two Sigma Investments's 13F filing for Q2 2026, filed 14 Aug 2026.