ForianFORA
13F holders, Q4 2024 (December 31)At the end of Q4 2024, 33 institutions reported holding Forian Inc. (FORA) in their 13F filings, up 6 from Q3 2024. 5 opened new positions and 2 sold out. The largest holders were Oracle Investment Management Inc. ($2.8M), Staley Capital Advisers Inc. ($2.3M) and Vanguard Group Inc. ($1.6M). 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 Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 5 | $1.2M |
| Exits | 2 | $9K |
All 13F filers, Q3 2024 → Q4 2024: 599,198 shares bought and 20,746 shares sold, net +578,452 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 33 holders
| Oracle Investment Management Inc. | 1.89% | Add +0.7% | 1,366,107 | $2.8M |
| Staley Capital Advisers Inc. | 0.10% | No change | 1,100,000 | $2.3M |
| Vanguard Group Inc. | 0.00% | No change | 775,140 | $1.6M |
| Elser Financial Planning, Inc | 0.07% | New | 558,617 | $1.2M |
| Canton Hathaway, LLC | 0.14% | No change | 269,650 | $555K |
| Geode Capital Management, LLC | 0.00% | Reduce -0.3% | 169,985 | $350K |
| BlackRock, Inc. | 0.00% | Add +0.3% | 89,757 | $185K |
| Caprock Group, LLC | 0.01% | No change | 86,784 | $179K |
| State Street Corp. | 0.00% | No change | 53,858 | $111K |
| Aufman Associates Inc | 0.07% | No change | 52,657 | $108K |
| Renaissance Technologies | 0.00% | Add +49.0% | 35,301 | $73K |
| Northern Trust Corp. | 0.00% | No change | 35,240 | $73K |
| JPMorgan Chase & Co. | 0.00% | Add +8.2% | 33,091 | $68K |
| Citadel Advisors | 0.00% | Reduce -10.1% | 20,004 | $41K |
| American Capital Advisory, LLC | 0.02% | No change | 20,000 | $41K |
| Goldman Sachs Group Inc. | 0.00% | Add +0.3% | 17,371 | $36K |
| Dimensional Fund Advisors LP | 0.00% | Add +3.7% | 15,592 | $32K |
| Independent Advisor Alliance | 0.00% | Reduce -40.3% | 15,215 | $31K |
| Virtu Financial LLC | 0.00% | New | 14,324 | $30K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -14.0% | 1,961 | $4K |
| Catherine Avery Investment Management LLC | 0.00% | — | 1,319 | $3K |
| Beaird Harris Wealth Management, LLC | 0.00% | No change | 1,120 | $2K |
| Royal Bank of Canada | 0.00% | New | 739 | $2K |
| Group One Trading LLC | 0.00% | No change | 500 | $1K |
| MAI Capital Management | 0.00% | New | 500 | $1K |
| UBS Group AG | 0.00% | Reduce -88.1% | 406 | $836 |
| Bank of America Corp. | 0.00% | Reduce -35.5% | 127 | $262 |
| SBI Securities Co., Ltd. | 0.00% | — | 90 | $185 |
| Transce3nd, LLC | 0.00% | — | 15 | $31 |
| BNP Paribas Financial Markets | 0.00% | New | 14 | $29 |
| Pineridge Advisors LLC | 0.00% | No change | 10 | $21 |
| 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.