Forian Ownership | Who Owns Forian?
Forian Ownership Summary
Forian is owned by 8.32% institutional investors, 51.75% insiders, and 39.93% retail investors. Oracle investment management is the largest institutional shareholder, holding 4.39% of FORA shares. Vanguard US Total Market Shares ETF is the top mutual fund, with 1.64% of its assets in Forian shares.
FORA Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Forian | 8.32% | 51.75% | 39.93% |
| Sector | Healthcare Stocks | 35.74% | 11.83% | 52.43% |
| Industry | Healthcare Information Services Stocks | 32.56% | 11.95% | 55.49% |
| Idea | Cannabis Stocks List | 13.22% | 11.65% | 75.13% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Oracle investment management | 1.37M | 4.39% | $2.68M |
| Staley capital advisers | 1.10M | 3.53% | $2.28M |
| Vanguard group | 743.97K | 2.39% | $1.58M |
| Elser financial planning | 402.97K | 1.30% | $834.15K |
| Geode capital management | 193.24K | 0.62% | $400.10K |
| Blackrock | 84.69K | 0.27% | $224.44K |
| Vanguard fiduciary trust | 82.61K | 0.27% | $171.01K |
| Blackrock funding, inc. /de | 69.73K | 0.22% | $144.34K |
| State street | 53.86K | 0.17% | $111.49K |
| Aufman associates | 52.66K | 0.17% | $109.00K |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Oracle investment management | 1.37M | 1.84% | $2.68M |
| Staley capital advisers | 1.10M | 0.10% | $2.28M |
| Diversified investment strategies | 48.00K | 0.06% | $99.36K |
| Aufman associates | 52.66K | 0.05% | $109.00K |
| Elser financial planning | 402.97K | 0.04% | $834.15K |
| American capital advisory | 15.00K | 0.01% | $31.05K |
| Portland global advisors | 25.00K | 0.01% | $51.75K |
| Caprock group | 48.39K | 0.00% | $100.16K |
| Renaissance | 41.30K | 0.00% | $85.49K |
| Tower research capital llc (trc) | 365.00 | - | $756.00 |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Elser financial planning | 402.97K | 0.04% | 402.97K |
| Vanguard fiduciary trust | 82.61K | - | 82.61K |
| Diversified investment strategies | 48.00K | 0.06% | 48.00K |
| Geode capital management | 193.24K | - | 21.95K |
| Vanguard global advisers | 6.99K | - | 6.99K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Canton hathaway | - | - | -44.00K |
| Citadel advisors | 43.15K | - | -23.55K |
| Xtx topco | - | - | -17.49K |
| Vanguard group | 743.97K | - | -16.60K |
| Raymond james financial services advisors | - | - | -16.16K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Elser financial planning | 402.97K | 0.04% | 402.97K | $834.15K |
| Vanguard fiduciary trust | 82.61K | - | 82.61K | $171.01K |
| Diversified investment strategies | 48.00K | 0.06% | 48.00K | $99.36K |
| Vanguard global advisers | 6.99K | - | 6.99K | $14.46K |
| Ifp advisors | 4.00 | - | 4.00 | $8.00 |
Sold Out
| Holder | Change |
|---|---|
| Fmr | -1.00 |
| Qube research | -2.00 |
| Pineridge advisors | -10.00 |
| Transce3nd | -15.00 |
| Barclays | -52.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Mar 31, 2026 | 21 | -30.00% | 2,587,868 | -35.93% | 8 | 4.93% | 8 | -20.00% | 5 | -37.50% |
| Dec 31, 2025 | 21 | -27.59% | 2,548,856 | -36.60% | 8 | 4.94% | 5 | -54.55% | 6 | 20.00% |
| Sep 30, 2025 | 28 | - | 2,654,118 | -34.50% | 8 | 5.02% | 11 | 10.00% | 5 | - |
| Jun 30, 2025 | 28 | - | 4,051,865 | -2.48% | 13 | 7.30% | 10 | 66.67% | 5 | -37.50% |
| Mar 31, 2025 | 28 | -12.50% | 4,155,116 | -12.23% | 13 | 5.76% | 6 | -53.85% | 8 | 33.33% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| Vanguard US Total Market Shares ETF | 507.76K | 1.64% | - |
| Vanguard Total Stock Mkt Idx Inv | 496.90K | 1.59% | - |
| Vanguard Institutional Extnd Mkt Idx Tr | 157.47K | 0.50% | - |
| Fidelity Extended Market Index | 102.36K | 0.33% | 21.34K |
| Extended Equity Market Fund B | 41.05K | 0.13% | - |
| Extended Equity Market Fund E | 41.05K | 0.13% | - |
| Blackrock Extended Mkt Fund CF | 41.05K | 0.13% | - |
| BlackRock Extended Equity Market K | 35.78K | 0.12% | -15.00 |
| Extended Equity Market Fund K | 34.95K | 0.11% | -256.00 |
| BlackRock Extended Equity Market Fund K | 34.95K | 0.11% | -256.00 |
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 |
|---|---|---|
| 2026 Q2 | - | - |
| 2026 Q1 | - | - |
| 2025 Q4 | - | - |
| 2025 Q3 | - | - |
| 2025 Q1 | 16 | - |
FORA Ownership FAQ
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