ForianFORA
13F holders, Q3 2024 (September 30)At the end of Q3 2024, 27 institutions reported holding Forian Inc. (FORA) in their 13F filings, down 3 from Q2 2024. 1 opened new positions and 4 sold out. The largest holders were Oracle Investment Management Inc. ($2.9M), Staley Capital Advisers Inc. ($2.4M) and Vanguard Group Inc. ($1.7M). 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 Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $32K |
| Exits | 4 | $1.9M |
All 13F filers, Q2 2024 → Q3 2024: 27,188 shares bought and 734,966 shares sold, net −707,778 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 27 holders
| Oracle Investment Management Inc. | 2.34% | No change | 1,356,107 | $2.9M |
| Staley Capital Advisers Inc. | 0.11% | No change | 1,100,000 | $2.4M |
| Vanguard Group Inc. | 0.00% | No change | 775,140 | $1.7M |
| Canton Hathaway, LLC | 0.15% | Add +2.3% | 269,650 | $582K |
| Geode Capital Management, LLC | 0.00% | Reduce -1.1% | 170,532 | $368K |
| BlackRock, Inc. | 0.00% | — | 89,461 | $193K |
| Caprock Group, LLC | 0.01% | No change | 86,784 | $187K |
| State Street Corp. | 0.00% | No change | 53,858 | $116K |
| Aufman Associates Inc | 0.07% | No change | 52,657 | $114K |
| Northern Trust Corp. | 0.00% | No change | 35,240 | $76K |
| JPMorgan Chase & Co. | 0.00% | No change | 30,593 | $66K |
| Independent Advisor Alliance | 0.00% | No change | 25,491 | $55K |
| Renaissance Technologies | 0.00% | Add +4.0% | 23,700 | $51K |
| Citadel Advisors | 0.00% | Add +29.0% | 22,238 | $48K |
| American Capital Advisory, LLC | 0.03% | Reduce -1.2% | 20,000 | $43K |
| Goldman Sachs Group Inc. | 0.00% | Add +0.3% | 17,312 | $37K |
| Dimensional Fund Advisors LP | 0.00% | New | 15,042 | $32K |
| UBS Group AG | 0.00% | Reduce -56.9% | 3,405 | $7K |
| Morgan Stanley | 0.00% | No change | 2,500 | $5K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -22.6% | 2,281 | $5K |
| North Star Investment Management Corp. | 0.00% | No change | 1,800 | $4K |
| Beaird Harris Wealth Management, LLC | 0.00% | No change | 1,120 | $2K |
| Group One Trading LLC | 0.00% | No change | 500 | $1K |
| Bank of America Corp. | 0.00% | Add +44.9% | 197 | $425 |
| Pineridge Advisors LLC | 0.00% | No change | 10 | $22 |
| National Bank of Canada | 0.00% | No change | 2 | $4 |
| Wells Fargo & Company | 0.00% | No change | 1 | $2 |
"% of holder's portfolio" is FORA's weight in each manager's 13F, not the share of Forian Inc. the manager owns.