ForianFORA

13F holders, Q1 2024 (March 31)
30holders
2famous investors
$3.32avg. 13F price*

At the end of Q1 2024, 30 institutions reported holding Forian Inc. (FORA) in their 13F filings. The largest holders were Oracle Investment Management Inc. ($4.5M), Staley Capital Advisers Inc. ($3.7M) and Vanguard Group Inc. ($2.6M). 2 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio) and Israel Englander (0.0% of Millennium Management's portfolio).

Company
Forian Inc.
CUSIP
34630N106
Latest filing quarter
Q2 2026

History

Number of 13F holders

010203040 Q1 2024: 30Q1 2024Q2 2024: 30Q2 2024Q3 2024: 27Q3 2024Q4 2024: 33Q4 2024Q1 2025: 30Q1 2025Q2 2025: 28Q2 2025Q3 2025: 29Q3 2025Q4 2025: 30Q4 2025Q1 2026: 31Q1 2026Q2 2026: 1Q2 2026

Total Exit/New Position Q1 2024

InstitutionsTotal Value
New Positions4$109K
Exits2$30K

Ownership 30 holders

Oracle Investment Management Inc. 3.62% Reduce -0.9% 1,355,807 $4.5M
Staley Capital Advisers Inc. 0.17% Reduce -0.7% 1,100,000 $3.7M
Vanguard Group Inc. 0.00% No change 775,140 $2.6M
Canton Hathaway, LLC 0.23% No change 263,525 $875K
Geode Capital Management, LLC 0.00% Add +0.7% 164,872 $548K
Grey Street Capital, LLC 0.04% Reduce -10.3% 86,784 $288K
BlackRock Inc. 0.00% Reduce -1.1% 84,534 $281K
State Street Corp. 0.00% No change 53,858 $179K
Aufman Associates Inc 0.12% No change 52,657 $175K
Northern Trust Corp. 0.00% No change 35,272 $117K
JPMorgan Chase & Co. 0.00% Add +17.6% 29,057 $96K
Raymond James Financial Services Advisors, Inc. 0.00% No change 27,478 $91K
Independent Advisor Alliance 0.00% No change 25,491 $85K
Renaissance Technologies 0.00% Add +11.8% 25,052 $83K
American Capital Advisory, LLC 0.07% No change 20,250 $77K
Goldman Sachs Group Inc. 0.00% New 17,155 $57K
Millennium Management 0.00% Add +9.1% 15,213 $51K
NewEdge Advisors, LLC 0.00% New 12,609 $42K
UBS Group AG 0.00% Add +426.5% 5,307 $18K
Tower Research Capital LLC (TRC) 0.00% Add +0.9% 4,220 $14K
Morgan Stanley 0.00% New 3,088 $10K
North Star Investment Management Corp. 0.00% No change 1,800 $6K
Beaird Harris Wealth Management, LLC 0.00% No change 1,120 $4K
Bank of America Corp. 0.00% Reduce -52.2% 679 $2K
Group One Trading LLC 0.00% Reduce -16.7% 500 $2K
Wells Fargo & Company 0.00% Reduce -0.8% 126 $418
Pineridge Advisors LLC 0.00% No change 10 $33
Qube Research & Technologies Ltd 0.00% No change 2 $7
National Bank of Canada 0.00% No change 2 $5
FMR LLC 0.00% New 1 $3

"% of holder's portfolio" is FORA's weight in each manager's 13F, not the share of Forian Inc. the manager owns.