Ranked by reported Q1 2026 13F market value
Share of total reported institutional value in FORA held by the largest 10 / 25 filers.
| # | Institution | Shares Held | Market Value | QoQ Change | Ownership % | % of Fund |
|---|---|---|---|---|---|---|
| 1 | STALEY CAPITAL ADVISERS INC | 1.1M | $2.3M | 0.0% | 3.520% | 0.10% |
| 2 | VANGUARD CAPITAL MANAGEMENT LLC | 654K | $1.4M | β | 2.095% | 0.00% |
| 3 | Elser Financial Planning, Inc | 403K | $834K | β | 1.290% | 0.04% |
| 4 | GEODE CAPITAL MANAGEMENT, LLC | 193K | $400K | +12.8% | 0.619% | 0.00% |
| 5 | VANGUARD FIDUCIARY TRUST CO | 83K | $171K | β | 0.264% | 0.00% |
| 6 | OpenArc Corporate Advisory, LLC | 81K | $169K | -0.1% | 0.261% | 0.00% |
| 7 | BlackRock, Inc. | 70K | $144K | -14.6% | 0.223% | 0.00% |
| 8 | STATE STREET CORP | 54K | $111K | 0.0% | 0.172% | 0.00% |
| 9 | Aufman Associates Inc | 53K | $109K | 0.0% | 0.169% | 0.05% |
| 10 | CAPROCK Group, Inc. | 48K | $100K | 0.0% | 0.155% | 0.00% |
| 11 | Diversified Investment Strategies, LLC | 48K | $99K | β | 0.154% | 0.06% |
| 12 | CITADEL ADVISORS LLC | 43K | $89K | -35.3% | 0.138% | 0.00% |
| 13 | RENAISSANCE TECHNOLOGIES LLC | 41K | $85K | -26.3% | 0.132% | 0.00% |
| 14 | NORTHERN TRUST CORP | 35K | $71K | 0.0% | 0.111% | 0.00% |
| 15 | Portland Global Advisors LLC | 25K | $52K | 0.0% | 0.080% | 0.01% |
| 16 | DIMENSIONAL FUND ADVISORS LP | 19K | $40K | -5.7% | 0.062% | 0.00% |
| 17 | GOLDMAN SACHS GROUP INC | 19K | $39K | +0.3% | 0.060% | 0.00% |
| 18 | American Capital Advisory, LLC | 15K | $31K | 0.0% | 0.048% | 0.01% |
| 19 | Vanguard Global Advisers, LLC | 7K | $14K | β | 0.022% | 0.00% |
| 20 | ROYAL BANK OF CANADA | 2K | $5K | -36.3% | 0.007% | 0.00% |
| 21 | UBS Group AG | 1K | $2K | +493.6% | 0.003% | 0.00% |
| 22 | GROUP ONE TRADING, L.P. | 500 | $1K | 0.0% | 0.002% | 0.00% |
| 23 | Tower Research Capital LLC (TRC) | 365 | $756 | -77.5% | 0.001% | 0.00% |
| 24 | SBI Securities Co., Ltd. | 100 | $207 | 0.0% | 0.000% | 0.00% |
| 25 | BNP PARIBAS ARBITRAGE, SA | 22 | $46 | 0.0% | 0.000% | 0.00% |
denotes a marquee investor (Buffett, Burry, ARK, Tiger Global, Pershing Square, Baupost and other widely-followed managers). β% of Fundβ shows how much of that investorβs total 13F portfolio is invested in FORA β a direct measure of their conviction.
Filings activity in FORA during Q1 2026, grouped by how each filer changed its position.
8 quarters of 13F filings Β· Ξ columns show change vs prior quarter
| Quarter | Inst. Holders | Ξ Holders | Ownership % | Ξ Ownership | Total 13F Value | Ξ Value |
|---|---|---|---|---|---|---|
| Q1 2026 | 30 | 3.2% | 9.15% | 3.49 pp | $6M | 28% |
| Q4 2025 | 31 | +6.9% | 12.64% | 0.63 pp | $9M | 4.8% |
| Q3 2025 | 29 | +0.0% | 13.27% | +2.26 pp | $9M | +21% |
| Q2 2025 | 29 | 3.3% | 11.01% | 0.53 pp | $7M | 4.6% |
| Q1 2025 | 30 | 9.1% | 11.54% | 1.98 pp | $8M | 15% |
| Q4 2024 | 33 | +22% | 13.52% | +1.14 pp | $9M | +9.3% |
| Q3 2024 | 27 | 13% | 12.38% | 5.95 pp | $8M | 32% |
| Q2 2024 | 31 | β | 18.33% | β | $12M | β |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Ξ columns compare to the immediately prior filed quarter.
Quick answers to the most common questions about buying FORA stock.
Based on Q1 2026 13F filings, institutional ownership of Forian Inc. stands at 9.2%, held across 30 reporting institutions.
STALEY CAPITAL ADVISERS INC is the largest reported institutional holder of FORA, with approximately 1,099,600 shares worth $0.00B as of Q1 2026.
Yes β 2 widely-followed marquee investors appear among the top 25 institutional holders of FORA, including CITADEL ADVISORS LLC, RENAISSANCE TECHNOLOGIES LLC.
Our composite Smart Money Score for FORA is 40 out of 100 (Neutral). It combines net institutional buying activity, ownership shift, marquee investor presence, and holder-count growth.
7 institutions opened new positions in FORA during Q1 2026, while 8 fully exited. 2 added to existing positions and 19 trimmed.
FORA institutional ownership fell by 3.49 percentage points quarter-over-quarter, with a net change of -1 holders.
The top 10 institutions account for 91.4% of all reported 13F value in FORA, and the top 25 account for 100.0%.
All data is sourced from SEC Form 13F filings, which institutional investment managers with at least $100M in assets are required to file each quarter. We process every 13F filing from EDGAR and recompute the aggregates after each cycle. Insider transactions are sourced from Form 4 filings.
Forian Inc. (FORA) Institutional Ownership