Forian Ownership | Who Owns Forian?

Overview Forecast RevenueFinancials Chart Transcripts

Forian Ownership Summary

Forian is owned by 15.67% institutional investors, 52.12% insiders, and 32.21% retail investors. Oracle investment management is the largest institutional shareholder, holding 4.37% of FORA shares. Vanguard Total Stock Mkt Idx Inv is the top mutual fund, with 1.63% of its assets in Forian shares.

FORA Ownership Benchmark

Type	Name	% Inst	% Insiders	% Retail
Stock	Forian	15.67%	52.12%	32.21%
Sector	Healthcare Stocks	47.31%	8.01%	44.69%
Industry	Healthcare Information Services Stocks	50.51%	8.11%	41.38%
Idea	Cannabis Stocks List	15.97%	7.93%	76.10%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

Holder	Shares	% Holding	Value
Oracle investment management	1.36M	4.37%	$3.59M
Staley capital advisers	1.10M	3.55%	$2.92M
Vanguard group	775.14K	2.50%	$2.05M
Canton hathaway	263.52K	0.85%	$698.00K
Geode capital management	172.47K	0.56%	$457.16K
Caprock group	86.78K	0.28%	$229.98K
Blackrock	84.69K	0.27%	$224.44K
State street	53.86K	0.17%	$142.72K
Aufman associates	52.66K	0.17%	$139.54K
Northern trust	35.24K	0.11%	$93.39K

Top Institutional Shareholders by % of Total Assets

Holder	Shares	% Assets	Value
Oracle investment management	1.36M	3.35%	$3.59M
Canton hathaway	263.52K	0.19%	$698.00K
Staley capital advisers	1.10M	0.13%	$2.92M
Aufman associates	52.66K	0.10%	$139.54K
American capital advisory	20.25K	0.04%	$59.23K
Caprock group	86.78K	0.01%	$229.98K
Independent advisor alliance	25.49K	0.00%	$67.55K
North star investment management	1.80K	0.00%	$4.77K
Beaird harris wealth management	1.12K	0.00%	$2.97K
Tower research capital llc (trc)	2.95K	0.00%	$7.81K

Top Buyers

Holder	Shares	% Assets	Change
Caprock group	86.78K	0.01%	86.78K
Geode capital management	172.47K	-	7.59K
Ubs group	7.90K	-	2.59K
Jpmorgan chase	30.59K	-	1.54K
Oracle investment management	1.36M	3.35%	300.00

Top Sellers

Holder	Shares	% Assets	Change
Elser financial planning	-	-	-711.41K
Raymond james financial services advisors	-	-	-16.16K
Millennium management	-	-	-15.21K
Newedge advisors	-	-	-12.61K
Renaissance	22.80K	0.00%	-2.25K

New Positions

Holder	Shares	% Assets	Change	Value
Caprock group	86.78K	0.01%	86.78K	$229.98K
Citadel advisors	100.00	-	100.00	$265.00

Sold Out

Holder	Change
Fmr	-1.00
Qube research	-2.00
Newedge advisors	-12.61K
Millennium management	-15.21K
Raymond james financial services advisors	-16.16K

Institutional Ownership Trends

Date	Holdings	Change %	Shares	Change %	Ownership	Change %	Increased Position	Change %	Decreased Position	Change %
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%
Sep 30, 2023	27	-3.57%	4,167,660	1.15%	12	7.94%	12	33.33%	4	-20.00%
Jun 30, 2023	28	-6.67%	4,120,422	4.89%	12	8.62%	9	-18.18%	5	-28.57%

Top Mutual Funds Shareholders

Holder	Shares	% Holding	Change
Vanguard Total Stock Mkt Idx Inv	507.76K	1.63%	-
Vanguard Institutional Extnd Mkt Idx Tr	229.23K	0.74%	-
Fidelity Extended Market Index	92.14K	0.30%	-2.31K
iShares Micro-Cap ETF	42.98K	0.14%	-
BlackRock Extended Equity Market K	35.78K	0.12%	-15.00
Fidelity Series Total Market Index	21.58K	0.07%	-
Fidelity Total Market Index	20.27K	0.07%	-
Fidelity Nasdaq Composite Index	18.66K	0.06%	-
NT Ext Equity Mkt Idx Fd - L	18.31K	0.06%	-
Northern Trust Extended Eq Market Idx	18.31K	0.06%	-

Recent Insider Transactions

Date	Name	Role	Activity	Value
Oct 04, 2023	WYGOD MARTIN J	-	Buy	$4.05K
May 30, 2023	WYGOD MARTIN J	-	Buy	$10.91K
May 31, 2023	WYGOD MARTIN J	-	Buy	$11.49K
May 24, 2023	WYGOD MARTIN J	-	Buy	$3.12K
May 25, 2023	WYGOD MARTIN J	-	Buy	$7.02K

Insider Transactions Trends

Date	Buy	Sell
2024 Q1	-	-
2023 Q4	1	-
2023 Q3	-	-
2023 Q2	8	-
2023 Q1	2	-

FORA Ownership FAQ

Who Owns Forian?

Forian shareholders are primarily institutional investors at 15.67%, followed by 52.12% insiders and 32.21% retail investors. The average institutional ownership in Forian's industry, Healthcare Information Services Stocks , is 50.51%, which Forian falls below.

Who owns the most shares of Forian?

Forian’s largest shareholders are Oracle investment management (1.36M shares, 4.37%), Staley capital advisers (1.1M shares, 3.55%), and Vanguard group (775.14K shares, 2.50%). 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 3.35% of its assets in 1.36M Forian shares, valued at 3.59M$.

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 1.63% of its total shares outstanding invested in 507.76K Forian shares.

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