Forian Ownership | Who Owns Forian?

Overview RevenueFinancials Chart Transcripts

Forian Ownership Summary

Forian is owned by 8.51% institutional investors, 50.72% insiders, and 40.77% 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	8.51%	50.72%	40.77%
Sector	Healthcare Stocks	42.54%	10.83%	46.63%
Industry	Healthcare Information Services Stocks	41.37%	12.81%	45.81%
Idea	Cannabis Stocks List	16.95%	11.09%	71.96%

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	3.52%	$2.47M
Vanguard group	760.57K	2.44%	$1.71M
Geode capital management	169.72K	0.54%	$381.98K
Caprock group	86.78K	0.28%	$170.96K
Blackrock	84.69K	0.27%	$224.44K
Blackrock funding, inc. /de	80.06K	0.26%	$180.14K
Canton hathaway	63.50K	0.20%	$143.00K
Renaissance	58.80K	0.19%	$132.29K
State street	53.86K	0.17%	$121.18K

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%	$2.47M
Aufman associates	52.66K	0.07%	$118.48K
Canton hathaway	63.50K	0.03%	$143.00K
American capital advisory	15.00K	0.02%	$33.75K
Portland global advisors	25.00K	0.01%	$56.25K
Caprock group	86.78K	0.00%	$170.96K
Independent advisor alliance	15.21K	0.00%	$34.23K
Renaissance	58.80K	0.00%	$132.29K
Hrt financial lp	10.87K	0.00%	$24.00K

Top Buyers

Holder	Shares	% Assets	Change
Caprock group	86.78K	0.00%	86.78K
Portland global advisors	25.00K	0.01%	25.00K
Renaissance	58.80K	0.00%	24.60K
Ubs group	13.78K	-	12.90K
Hrt financial lp	10.87K	0.00%	10.87K

Top Sellers

Holder	Shares	% Assets	Change
Elser financial planning	-	-	-558.62K
Canton hathaway	63.50K	0.03%	-182.00K
Raymond james financial services advisors	-	-	-16.16K
Millennium management	-	-	-15.21K
Vanguard group	760.57K	-	-14.57K

New Positions

Holder	Shares	% Assets	Change	Value
Caprock group	86.78K	0.00%	86.78K	$170.96K
Portland global advisors	25.00K	0.01%	25.00K	$56.25K
Hrt financial lp	10.87K	0.00%	10.87K	$24.00K
Royal bank of canada	2.27K	-	2.27K	$5.00K
Citadel advisors	100.00	-	100.00	$265.00

Sold Out

Holder	Change
Fmr	-1.00
Qube research	-2.00
Pineridge advisors	-10.00
Transce3nd	-15.00
Raymond james financial	-203.00

Institutional Ownership Trends

Date	Holdings	Change %	Shares	Change %	Ownership	Change %	Increased Position	Change %	Decreased Position	Change %
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%
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%

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%	-10.86K
Vanguard Institutional Extnd Mkt Idx Tr	157.47K	0.50%	-71.75K
Fidelity Extended Market Index	83.13K	0.27%	-684.00
BlackRock Extended Equity Market K	35.78K	0.12%	-15.00
Extended Equity Market Fund K	34.71K	0.11%	-693.00
iShares Micro-Cap ETF	33.24K	0.11%	-
Fidelity Total Market Index	20.14K	0.06%	-
Fidelity Nasdaq Composite Index	18.66K	0.06%	-
Fidelity Series Total Market Index	18.58K	0.06%	-351.00

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
2025 Q4	-	-
2025 Q3	-	-
2025 Q1	16	-
2024 Q4	-	-
2024 Q3	-	-

FORA Ownership FAQ

Who Owns Forian?

Forian shareholders are primarily institutional investors at 8.51%, followed by 50.72% insiders and 40.77% retail investors. The average institutional ownership in Forian's industry, Healthcare Information Services Stocks , is 41.37%, 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, 3.52%), and Vanguard group (760.57K shares, 2.44%). Together, they hold 10.35% 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 1.84% of its assets in 1.37M Forian shares, valued at 2.68M$.

Who is the top mutual fund holder of Forian shares?

Vanguard US Total Market Shares ETF 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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