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% | 1.72% | 1 | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| STALEY CAPITAL ADVISERS INC | History | No change | 1,099,600 | 2,276 | 0.1% | 0.1% | 2 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| VANGUARD GROUP INC | History | No change | 743,974 | 1,577 | 0.0% | 0.0% | 3 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | New | 654,371 | 1,354 | 0.0% | — | 4 | +654,371 | New | Q1 2026 | May 15, 2026 |
| Elser Financial Planning, Inc | History | New | 402,972 | 834 | 0.04% | — | 5 | +402,972 | New | Q1 2026 | Apr 15, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Added to | 193,235 | 400 | 0.0% | 0.0% | 6 | +21,950 | 12.81% | Q1 2026 | May 15, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | New | 82,615 | 171 | 0.0% | — | 7 | +82,615 | New | Q1 2026 | May 08, 2026 |
| OpenArc Corporate Advisory, LLC | History | Reduced | 81,437 | 168 | 0.0% | 0.0% | 8 | -40 | -0.05% | Q1 2026 | May 11, 2026 |
| BlackRock, Inc. | History | Reduced | 69,728 | 144 | 0.0% | 0.0% | 9 | -11,905 | -14.58% | Q1 2026 | May 13, 2026 |
| STATE STREET CORP | History | No change | 53,858 | 111 | 0.0% | 0.0% | 10 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Aufman Associates Inc | History | No change | 52,657 | 109 | 0.05% | 0.06% | 11 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Caprock Group, LLC | History | No change | 48,386 | 100 | 0.0% | 0.0% | 12 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Diversified Investment Strategies, LLC | History | New | 48,000 | 99 | 0.06% | — | 13 | +48,000 | New | Q1 2026 | Apr 30, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 43,153 | 89 | 0.0% | 0.0% | 14 | -23,550 | -35.31% | Q1 2026 | May 15, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Reduced | 41,300 | 85 | 0.0% | 0.0% | 15 | -14,700 | -26.25% | Q1 2026 | May 14, 2026 |
| NORTHERN TRUST CORP | History | No change | 34,534 | 71 | 0.0% | 0.0% | 16 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 32,659 | 67 | 0.0% | 0.0% | 17 | -3,350 | -9.3% | Q1 2026 | May 13, 2026 |
| Portland Global Advisors LLC | History | No change | 25,000 | 51 | 0.01% | 0.01% | 18 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Reduced | 19,468 | 40 | 0.0% | 0.0% | 19 | -1,170 | -5.67% | Q1 2026 | May 07, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 18,602 | 38 | 0.0% | 0.0% | 20 | +61 | 0.33% | Q1 2026 | May 15, 2026 |
| American Capital Advisory, LLC | History | No change | 15,000 | 31 | 0.01% | 0.01% | 21 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Vanguard Global Advisers, LLC | History | New | 6,988 | 14 | 0.0% | — | 22 | +6,988 | New | Q1 2026 | May 08, 2026 |
| ROYAL BANK OF CANADA | History | Reduced | 2,286 | 5 | 0.0% | 0.0% | 23 | -1,300 | -36.25% | Q1 2026 | May 15, 2026 |
| UBS Group AG | History | Added to | 1,015 | 2 | 0.0% | — | 24 | +844 | 493.57% | Q1 2026 | May 05, 2026 |
| GROUP ONE TRADING LLC | History | No change | 500 | 1 | 0.0% | 0.0% | 25 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Canton Hathaway, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -44,000 | -100.0% | Q1 2026 | Apr 24, 2026 |
| XTX Topco Ltd | History | Closed out | 0 | 0 | — | 0.0% | — | -17,489 | -100.0% | Q1 2026 | May 15, 2026 |
| Tower Research Capital LLC (TRC) | History | Reduced | 365 | 0 | — | 0.0% | — | -1,258 | -77.51% | Q1 2026 | May 15, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Closed out | 0 | 0 | — | — | — | -68 | -100.0% | Q1 2026 | May 15, 2026 |
| IFP Advisors, Inc | History | New | 4 | 0 | — | — | — | +4 | New | Q1 2026 | Apr 13, 2026 |
| CITIGROUP INC | History | Reduced | 1 | 0 | — | — | — | -3 | -75.0% | Q1 2026 | May 11, 2026 |
| Caitong International Asset Management Co., Ltd | History | New | 1 | 0 | — | — | — | +1 | New | Q1 2026 | May 11, 2026 |
| FMR LLC | History | Closed out | 0 | 0 | — | — | — | -1 | -100.0% | Q1 2026 | May 15, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | No change | 22 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| SBI Securities Co., Ltd. | History | No change | 100 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |