ForianFORA
13F holders, Q2 2024 (June 30)At the end of Q2 2024, 30 institutions reported holding Forian Inc. (FORA) in their 13F filings, unchanged from Q1 2024. 3 opened new positions and 3 sold out. The largest holders were Oracle Investment Management Inc. ($3.6M), Staley Capital Advisers Inc. ($2.9M) and Vanguard Group Inc. ($2.1M). 2 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio) and Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Forian Inc.
- CUSIP
- 34630N106
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 3 | $276K |
| Exits | 3 | $92K |
All 13F filers, Q1 2024 → Q2 2024: 116,354 shares bought and 43,953 shares sold, net +72,401 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 30 holders
| Oracle Investment Management Inc. | 3.86% | Add +0.0% | 1,356,107 | $3.6M |
| Staley Capital Advisers Inc. | 0.13% | No change | 1,100,000 | $2.9M |
| Vanguard Group Inc. | 0.00% | No change | 775,140 | $2.1M |
| Elser Financial Planning, Inc | 0.31% | — | 711,406 | $1.9M |
| Canton Hathaway, LLC | 0.19% | No change | 263,525 | $698K |
| Geode Capital Management, LLC | 0.00% | Add +4.6% | 172,466 | $457K |
| Caprock Group, LLC | 0.01% | New | 86,784 | $230K |
| BlackRock Inc. | 0.00% | Add +0.2% | 84,694 | $224K |
| State Street Corp. | 0.00% | No change | 53,858 | $143K |
| Aufman Associates Inc | 0.10% | No change | 52,657 | $140K |
| Northern Trust Corp. | 0.00% | Reduce -0.1% | 35,240 | $93K |
| JPMorgan Chase & Co. | 0.00% | Add +5.3% | 30,593 | $81K |
| Independent Advisor Alliance | 0.00% | No change | 25,491 | $68K |
| Renaissance Technologies | 0.00% | Reduce -9.0% | 22,800 | $60K |
| American Capital Advisory, LLC | 0.04% | No change | 20,250 | $59K |
| Goldman Sachs Group Inc. | 0.00% | Add +0.6% | 17,253 | $46K |
| Citadel Advisors | 0.00% | New | 17,237 | $46K |
| Raymond James Financial Services Advisors, Inc. | 0.00% | Reduce -41.2% | 16,161 | $43K |
| UBS Group AG | 0.00% | Add +48.9% | 7,901 | $21K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -30.2% | 2,947 | $8K |
| Morgan Stanley | 0.00% | Reduce -19.0% | 2,500 | $7K |
| North Star Investment Management Corp. | 0.00% | No change | 1,800 | $5K |
| Beaird Harris Wealth Management, LLC | 0.00% | No change | 1,120 | $3K |
| Group One Trading LLC | 0.00% | No change | 500 | $1K |
| Bank of America Corp. | 0.00% | Reduce -80.0% | 136 | $360 |
| Pineridge Advisors LLC | 0.00% | No change | 10 | $27 |
| Qube Research & Technologies Ltd | 0.00% | No change | 2 | $6 |
| National Bank of Canada | 0.00% | No change | 2 | $5 |
| Wells Fargo & Company | 0.00% | Reduce -99.2% | 1 | $3 |
| Royal Bank of Canada | 0.00% | New | 51 | $0 |
"% of holder's portfolio" is FORA's weight in each manager's 13F, not the share of Forian Inc. the manager owns.