Forian Ownership | Who Owns Forian?

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Forian Ownership Summary

Forian is owned by 15.22% institutional investors, 65.13% insiders, and 19.64% retail investors. Oracle investment management is the largest institutional shareholder, holding 4.39% of FORA shares. Vanguard Total Stock Mkt Idx Inv is the top mutual fund, with 1.64% of its assets in Forian shares.

FORA Ownership Benchmark

Type	Name	% Inst	% Insiders	% Retail
Stock	Forian	15.22%	65.13%	19.64%
Sector	Healthcare Stocks	57.39%	9.93%	32.68%
Industry	Healthcare Information Services Stocks	40.75%	11.44%	47.80%
Idea	Cannabis Stocks List	16.74%	11.80%	71.46%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

Holder	Shares	% Holding	Value
Oracle investment management	1.37M	4.39%	$2.81M
Staley capital advisers	1.10M	3.54%	$2.27M
Vanguard group	775.14K	2.49%	$1.60M
Elser financial planning	558.62K	1.80%	$1.15M
Canton hathaway	269.65K	0.87%	$555.00K
Geode capital management	169.99K	0.55%	$350.28K
Blackrock funding, inc. /de	89.76K	0.29%	$184.90K
Caprock group	86.78K	0.28%	$178.78K
Blackrock	84.69K	0.27%	$224.44K
State street	53.86K	0.17%	$110.95K

Top Institutional Shareholders by % of Total Assets

Holder	Shares	% Assets	Value
Oracle investment management	1.37M	1.53%	$2.81M
Canton hathaway	269.65K	0.14%	$555.00K
Staley capital advisers	1.10M	0.10%	$2.27M
Aufman associates	52.66K	0.07%	$108.47K
Elser financial planning	558.62K	0.07%	$1.15M
American capital advisory	20.00K	0.02%	$41.20K
Caprock group	86.78K	0.01%	$178.78K
Virtu financial	14.32K	0.00%	$30.00K
Independent advisor alliance	15.21K	0.00%	$31.34K
Beaird harris wealth management	1.12K	0.00%	$2.31K

Top Buyers

Holder	Shares	% Assets	Change
Elser financial planning	558.62K	0.07%	558.62K
Virtu financial	14.32K	0.00%	14.32K
Renaissance	35.30K	0.00%	11.60K
Oracle investment management	1.37M	1.53%	10.00K
Jpmorgan chase	33.09K	-	2.50K

Top Sellers

Holder	Shares	% Assets	Change
Raymond james financial services advisors	-	-	-16.16K
Millennium management	-	-	-15.21K
Newedge advisors	-	-	-12.61K
Independent advisor alliance	15.21K	0.00%	-10.28K
Ubs group	406.00	-	-3.00K

New Positions

Holder	Shares	% Assets	Change	Value
Virtu financial	14.32K	0.00%	14.32K	$30.00K
Royal bank of canada	739.00	-	739.00	$2.00K
Mai capital management	500.00	-	500.00	$1.03K
Citadel advisors	100.00	-	100.00	$265.00
Bnp paribas arbitrage, snc	14.00	-	14.00	$29.00

Sold Out

Holder	Change
Fmr	-1.00
Qube research	-2.00
North star investment management	-1.80K
Newedge advisors	-12.61K
Millennium management	-15.21K

Institutional Ownership Trends

Date	Holdings	Change %	Shares	Change %	Ownership	Change %	Increased Position	Change %	Decreased Position	Change %
Dec 31, 2024	32	18.52%	4,734,178	13.92%	15	8.53%	13	85.71%	6	50.00%
Sep 30, 2024	26	-13.33%	4,154,501	-14.49%	13	5.44%	7	-22.22%	4	-42.86%
Jun 30, 2024	30	-	4,858,581	16.75%	15	9.54%	9	-10.00%	7	-
Mar 31, 2024	30	-	4,161,609	-0.01%	12	7.80%	10	-16.67%	7	-
Dec 31, 2023	30	11.11%	4,162,054	-0.13%	12	7.68%	12	-	7	75.00%

Top Mutual Funds Shareholders

Holder	Shares	% Holding	Change
Vanguard Total Stock Mkt Idx Inv	507.76K	1.64%	-
Vanguard US Total Market Shares ETF	507.76K	1.64%	-
Vanguard Institutional Extnd Mkt Idx Tr	229.23K	0.74%	-
Fidelity Extended Market Index	86.93K	0.28%	-554.00
iShares Micro-Cap ETF	42.69K	0.14%	-
BlackRock Extended Equity Market K	35.78K	0.12%	-15.00
Extended Equity Market Fund K	35.40K	0.11%	108.00
Fidelity Series Total Market Index	21.03K	0.07%	-
Fidelity Total Market Index	20.14K	0.06%	-
Fidelity Nasdaq Composite Index	18.66K	0.06%	-

Recent Insider Transactions

Date	Name	Role	Activity	Value
Feb 14, 2025	Wygod Max C	Exec Chairman, CEO & President	Buy	$2.60K
Feb 11, 2025	Wygod Max C	Exec Chairman, CEO & President	Buy	$30.72K
Feb 12, 2025	Wygod Max C	Exec Chairman, CEO & President	Buy	$4.40K
Feb 13, 2025	Wygod Max C	Exec Chairman, CEO & President	Buy	$4.91K
Feb 11, 2025	Wygod Max C	Exec Chairman, CEO & President	Buy	$2.21K

Insider Transactions Trends

Date	Buy	Sell
2025 Q1	16	-
2024 Q4	-	-
2024 Q3	-	-
2024 Q1	-	-
2023 Q4	1	-

FORA Ownership FAQ

Who Owns Forian?

Forian shareholders are primarily institutional investors at 15.22%, followed by 65.13% insiders and 19.65% retail investors. The average institutional ownership in Forian's industry, Healthcare Information Services Stocks , is 40.75%, which Forian falls below.

Who owns the most shares of Forian?

Forian’s largest shareholders are Oracle investment management (1.37M shares, 4.39%), Staley capital advisers (1.1M shares, 3.54%), and Vanguard group (775.14K shares, 2.49%). Together, they hold 10.42% of Forian’s total shares outstanding.

Does Blackrock own Forian?

Yes, BlackRock owns 0.27% of Forian, totaling 84.69K shares as of Jun 2024. This represents 0% of BlackRock's total assets, with a market value of 224.44K$. In the last quarter, BlackRock increased its holdings by 160 shares, a 0.19% change.

Who is Forian’s biggest shareholder by percentage of total assets invested?

Oracle investment management is Forian’s biggest shareholder by percentage of total assets invested, with 1.53% of its assets in 1.37M Forian shares, valued at 2.81M$.

Who is the top mutual fund holder of Forian shares?

Vanguard Total Stock Mkt Idx Inv is the top mutual fund holder of Forian shares, with 1.64% of its total shares outstanding invested in 507.76K Forian shares.

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