Forian Inc. - FORA
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| ORACLE INVESTMENT MANAGEMENT INC | History | No change | 1,366,107 | 2,896 | 1.72% | 1.92% | 1 | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| STALEY CAPITAL ADVISERS INC | History | No change | 1,099,600 | 2,331 | 0.1% | 0.1% | 2 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| VANGUARD GROUP INC | History | Reduced | 743,974 | 1,577 | 0.0% | 0.0% | 3 | -16,600 | -2.18% | Q4 2025 | Jan 29, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Added to | 171,285 | 363 | 0.0% | 0.0% | 4 | +1,564 | 0.92% | Q4 2025 | Feb 09, 2026 |
| BlackRock, Inc. | History | Added to | 81,633 | 173 | 0.0% | 0.0% | 5 | +1,572 | 1.96% | Q4 2025 | Feb 12, 2026 |
| OpenArc Corporate Advisory, LLC | History | New | 81,477 | 172 | 0.0% | — | 6 | +81,477 | New | Q4 2025 | Feb 13, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 66,703 | 141 | 0.0% | 0.0% | 7 | +28,334 | 73.85% | Q4 2025 | Feb 17, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Reduced | 56,000 | 118 | 0.0% | 0.0% | 8 | -2,797 | -4.76% | Q4 2025 | Feb 12, 2026 |
| STATE STREET CORP | History | No change | 53,858 | 114 | 0.0% | 0.0% | 9 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Aufman Associates Inc | History | No change | 52,657 | 111 | 0.06% | 0.07% | 10 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Caprock Group, LLC | History | Reduced | 48,386 | 102 | 0.0% | 0.0% | 11 | -38,398 | -44.25% | Q4 2025 | Jan 28, 2026 |
| Canton Hathaway, LLC | History | Reduced | 44,000 | 93 | 0.02% | 0.03% | 12 | -19,500 | -30.71% | Q4 2025 | Jan 21, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 36,009 | 76 | 0.0% | 0.0% | 13 | +5,500 | 18.03% | Q4 2025 | Feb 11, 2026 |
| NORTHERN TRUST CORP | History | Reduced | 34,534 | 73 | 0.0% | 0.0% | 14 | -706 | -2.0% | Q4 2025 | Feb 17, 2026 |
| Portland Global Advisors LLC | History | No change | 25,000 | 53 | 0.01% | 0.01% | 15 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | No change | 20,638 | 43 | 0.0% | 0.0% | 16 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 18,541 | 39 | 0.0% | 0.0% | 17 | -1,840 | -9.03% | Q4 2025 | Mar 25, 2026 |
| XTX Topco Ltd | History | New | 17,489 | 37 | 0.0% | — | 18 | +17,489 | New | Q4 2025 | Feb 17, 2026 |
| American Capital Advisory, LLC | History | No change | 15,000 | 31 | 0.01% | 0.02% | 19 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| ROYAL BANK OF CANADA | History | New | 3,586 | 8 | 0.0% | — | 20 | +3,586 | New | Q4 2025 | Feb 17, 2026 |
| Tower Research Capital LLC (TRC) | History | New | 1,623 | 3 | 0.0% | — | 21 | +1,623 | New | Q4 2025 | Feb 17, 2026 |
| GROUP ONE TRADING LLC | History | No change | 500 | 1 | 0.0% | 0.0% | 22 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Independent Advisor Alliance | History | Closed out | 0 | 0 | — | 0.0% | — | -15,215 | -100.0% | Q3 2025 | Nov 04, 2025 |
| UBS Group AG | History | Reduced | 171 | 0 | — | 0.0% | — | -13,606 | -98.76% | Q4 2025 | Jan 29, 2026 |
| HRT FINANCIAL LP | History | Closed out | 0 | 0 | — | 0.0% | — | -10,872 | -100.0% | Q3 2025 | Nov 14, 2025 |
| MAI Capital Management | History | Closed out | 0 | 0 | — | 0.0% | — | -500 | -100.0% | Q3 2025 | Nov 10, 2025 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 68 | 0 | — | — | — | -55 | -44.72% | Q4 2025 | Feb 17, 2026 |
| BARCLAYS PLC | History | Closed out | 0 | 0 | — | — | — | -52 | -100.0% | Q3 2025 | Mar 31, 2026 |
| CITIGROUP INC | History | New | 4 | 0 | — | — | — | +4 | New | Q4 2025 | Feb 13, 2026 |
| FMR LLC | History | New | 1 | 0 | — | — | — | +1 | New | Q4 2025 | Feb 17, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | No change | 22 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| SBI Securities Co., Ltd. | History | No change | 100 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |