ForianFORA
13F holders, Q1 2026 (March 31)At the end of Q1 2026, 31 institutions reported holding Forian Inc. (FORA) in their 13F filings, up 1 from Q4 2025. 4 opened new positions and 4 sold out. The largest holders were Staley Capital Advisers Inc. ($2.3M), Vanguard Capital Management LLC ($1.4M) and Elser Financial Planning, Inc ($834K). 2 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio) and Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio).
- Company
- Forian Inc.
- CUSIP
- 34630N106
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 4 | $934K |
| Exits | 4 | $131K |
All 13F filers, Q4 2025 → Q1 2026: 473,832 shares bought and 118,834 shares sold, net +354,998 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 31 holders
| Staley Capital Advisers Inc. | 0.10% | No change | 1,099,600 | $2.3M |
| Vanguard Capital Management LLC | 0.00% | — | 654,371 | $1.4M |
| Elser Financial Planning, Inc | 0.04% | New | 402,972 | $834K |
| Geode Capital Management, LLC | 0.00% | Add +12.8% | 193,235 | $400K |
| Vanguard Fiduciary Trust Co. | 0.00% | — | 82,615 | $171K |
| OpenArc Corporate Advisory, LLC | 0.00% | Reduce -0.1% | 81,437 | $169K |
| BlackRock, Inc. | 0.00% | Reduce -14.6% | 69,728 | $144K |
| State Street Corp. | 0.00% | No change | 53,858 | $111K |
| Aufman Associates Inc | 0.05% | No change | 52,657 | $109K |
| Caprock Group, LLC | 0.00% | No change | 48,386 | $100K |
| Diversified Investment Strategies, LLC | 0.06% | New | 48,000 | $99K |
| Citadel Advisors | 0.00% | Reduce -35.3% | 43,153 | $89K |
| Renaissance Technologies | 0.00% | Reduce -26.3% | 41,300 | $85K |
| Northern Trust Corp. | 0.00% | No change | 34,534 | $71K |
| JPMorgan Chase & Co. | 0.00% | Reduce -9.3% | 32,659 | $68K |
| Portland Global Advisors LLC | 0.01% | No change | 25,000 | $52K |
| Dimensional Fund Advisors LP | 0.00% | Reduce -5.7% | 19,468 | $40K |
| Goldman Sachs Group Inc. | 0.00% | Add +0.3% | 18,602 | $39K |
| American Capital Advisory, LLC | 0.01% | No change | 15,000 | $31K |
| Vanguard Global Advisers, LLC | 0.00% | — | 6,988 | $14K |
| Royal Bank of Canada | 0.00% | Reduce -36.3% | 2,286 | $5K |
| UBS Group AG | 0.00% | Add +493.6% | 1,015 | $2K |
| Group One Trading LLC | 0.00% | No change | 500 | $1K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -77.5% | 365 | $756 |
| SBI Securities Co., Ltd. | 0.00% | No change | 100 | $207 |
| BNP Paribas Financial Markets | 0.00% | No change | 22 | $46 |
| IFP Advisors, Inc | 0.00% | New | 4 | $8 |
| National Bank of Canada | 0.00% | No change | 2 | $4 |
| Wells Fargo & Company | 0.00% | No change | 1 | $2 |
| Citigroup Inc. | 0.00% | Reduce -75.0% | 1 | $2 |
| Caitong International Asset Management Co., Ltd | 0.00% | New | 1 | $2 |
"% of holder's portfolio" is FORA's weight in each manager's 13F, not the share of Forian Inc. the manager owns.