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Forian (FORA) Institutional Ownership

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Institutional Ownership Changes (13F Filings) for Forian (NASDAQ:FORA)

Current
Institutional Ownership
Percentage
19.25%
Number of
Institutional Buyers
(last 12 months)
6
Total
Institutional Inflows
(last 12 months)
$615.98K
Number of
Institutional Sellers
(last 12 months)
3
Total
Institutional Outflows
(last 12 months)
$514.04K
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FORA Institutional Buying and Selling by Quarter

Forian Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/14/2026Renaissance Technologies LLC41,300$85K0.0%-26.3%0.132%
5/1/2026Diversified Investment Strategies LLC48,000$99K0.1%N/A0.154%
2/18/2026XTX Topco Ltd17,489$37K0.0%N/A0.056%
2/13/2026OpenArc Corporate Advisory LLC81,477$173K0.0%N/A0.262%
1/21/2026Canton Hathaway LLC44,000$93K0.0%-30.7%0.142%
11/17/2025Citadel Advisors LLC38,369$86K0.0%+178.2%0.123%
11/10/2025Portland Global Advisors LLC25,000$56K0.0%N/A0.080%
11/7/2025Vanguard Group Inc.760,574$1.71M0.0%-1.9%2.445%
11/6/2025Caprock Group LLC86,784$195K0.0%N/A0.279%
10/23/2025Canton Hathaway LLC63,500$143K0.0%-74.1%0.204%
4/22/2025Canton Hathaway LLC245,350$491K0.1%-9.0%0.787%
2/14/2025Oracle Investment Management Inc.1,366,107$2.81M1.5%+0.7%4.405%
2/13/2025Renaissance Technologies LLC35,301$73K0.0%+48.9%0.114%
2/11/2025Virtu Financial LLC14,324$30K0.0%N/A0.046%
2/7/2025Independent Advisor Alliance15,215$31K0.0%-40.3%0.049%
1/29/2025Elser Financial Planning Inc558,617$1.15M0.1%N/A1.801%
11/13/2024Canton Hathaway LLC269,650$582K0.1%+2.3%0.867%
8/6/2024Caprock Group LLC86,784$230K0.0%N/A0.279%
7/23/2024Elser Financial Planning Inc711,406$1.89M0.3%N/A2.285%
5/15/2024Oracle Investment Management Inc.1,355,807$4.50M3.0%-0.9%4.354%
5/6/2024Staley Capital Advisers Inc.1,100,000$3.65M0.2%-0.7%3.533%
2/12/2024Staley Capital Advisers Inc.1,108,003$3.24M0.2%+0.7%3.577%
1/30/2024Canton Hathaway LLC263,525$771K0.2%+6.8%0.851%
1/16/2024Raymond James Financial Services Advisors Inc.27,478$80K0.0%-31.3%0.089%
11/14/2023Oracle Investment Management Inc.1,368,067$3.05M0.9%+0.3%4.199%
11/13/2023Aufman Associates Inc52,657$117K0.1%N/A0.162%
11/8/2023Pathstone Family Office LLC17,640$39K0.0%N/A0.054%
10/24/2023Independent Advisor Alliance22,491$50K0.0%+21.2%0.069%
10/24/2023Raymond James Financial Services Advisors Inc.40,000$89K0.0%+11.4%0.123%
10/11/2023Canton Hathaway LLC246,800$550K0.2%+4.2%0.757%
7/14/2023Grey Street Capital LLC99,105$243K0.1%N/A0.304%
7/11/2023Canton Hathaway LLC236,800$580K0.2%+35.2%0.727%
5/9/2023Brainard Capital Management LLC17,640$67K0.1%+44.8%0.054%
4/14/2023Raymond James Financial Services Advisors Inc.35,908$137K0.0%+43.6%0.110%
2/9/2023Mirae Asset Global Investments Co. Ltd.26,721$73K0.0%-73.4%0.082%
2/8/2023Brainard Capital Management LLC12,186$33K0.0%N/A0.037%
11/14/2022Oracle Investment Management Inc.1,408,432$4.72M2.7%+5.6%4.314%
11/14/2022Ergoteles LLC79,974$268K0.0%-13.4%0.245%
11/4/2022Independent Advisor Alliance15,215$51K0.0%N/A0.047%
10/17/2022Canton Hathaway LLC175,100$587K0.2%+7.1%0.536%
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8/5/2022Staley Capital Advisers Inc.1,045,002$4.59M0.3%+74.2%3.203%
7/20/2022Canton Hathaway LLC163,500$718K0.3%+24.0%0.501%
6/2/2022Mirae Asset Global Investments Co. Ltd.171,816$1.20M0.0%+211.6%0.527%
5/12/2022Staley Capital Advisers Inc.600,000$4.18M0.2%+993.9%1.840%
5/10/2022Mirae Asset Global Investments Co. Ltd.171,816$1.20M0.0%+211.6%0.527%


FORA Institutional Ownership - Frequently Asked Questions

During the previous two years, 13 institutional investors and hedge funds held shares of Forian. The most heavily invested institutionals were Oracle Investment Management Inc. ($2.81M), Vanguard Group Inc. ($1.71M), Elser Financial Planning Inc ($1.15M), Caprock Group LLC ($195K), OpenArc Corporate Advisory LLC ($173K), Diversified Investment Strategies LLC ($99K), and Canton Hathaway LLC ($93K).Learn more on Forian's institutional investors.

19.25% of Forian's stock is owned by institutional investors. Learn more on FORA's institutional investor holdings.

Of the 11 institutional investors that purchased Forian's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Elser Financial Planning Inc ($1.27M), Caprock Group LLC ($173.57K), OpenArc Corporate Advisory LLC ($81.48K), Diversified Investment Strategies LLC ($48K), Portland Global Advisors LLC ($25K), Citadel Advisors LLC ($24.58K), and XTX Topco Ltd ($17.49K).

Institutional investors have bought a total of 283,328 shares in the last 24 months. This purchase volume represents approximately $615.98K in transactions.

The following institutional investors have sold Forian stock in the last 24 months: Canton Hathaway LLC ($201.50K), Renaissance Technologies LLC ($14.70K), and Vanguard Group Inc. ($14.57K).

Institutional investors have sold a total of 230,766 shares in the last 24 months. This volume of shares sold represents approximately $514.04K in transactions.



This page (NASDAQ:FORA) was last updated on 7/15/2026 by MarketBeat.com Staff.
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