13F Insight
DOSSIER · 13F Holders · Q4 2025Inflation hedgeYield
FORA

FORIAN INC

33 institutions still hold FORIAN INC as of Q4 2025. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 34630N106·33 13F holders·last filed Dec 31, 2025
Market cap
—
▲ 3.1%
vs prior quarter
13F value held
$9M
63.0% inst. owned
of float
Holders
33
-129 QoQ
filers reporting
Activity
+19 / −61
+970 added · −800 reduced
this quarter
Concentration
31.51%
ORACLE INVESTMENT MANAGEMENT INC #1
top holder share
AI Holders Summary · Q4 2025

33 institutions reported FORA in Q4 2025. ORACLE INVESTMENT MANAGEMENT INC leads at 31.5% of the visible book. -129 net institutions QoQ — distribution reading.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
ORACLE INVESTMENT MANAGEMENT INC
CIK 0001012622
$3M1.4M1.72%Q4 202502
STALEY CAPITAL ADVISERS INC
CIK 0001106565
$2M1.1M0.10%Q1 202603
VANGUARD CAPITAL MANAGEMENT LLC
CIK 0002100119· Index
$1M654K0.00%Q1 202604
Elser Financial Planning, Inc
CIK 0002028202
$834,152403K0.04%Q1 202605
GEODE CAPITAL MANAGEMENT, LLC
CIK 0001214717· Index
$400,097193K0.00%Q1 202606
VANGUARD FIDUCIARY TRUST CO
CIK 0000933478· Index
$171,01383K0.00%Q1 202607
OpenArc Corporate Advisory, LLC
CIK 0002111345
$168,57581K0.00%Q1 202608
BlackRock, Inc.
CIK 0002012383
$144,33770K0.00%Q1 202609
CITADEL ADVISORS LLC
CIK 0001423053
$141,41067K0.00%Q4 202510
STATE STREET CORP
CIK 0000093751
$111,48654K0.00%Q1 202611
Aufman Associates Inc
CIK 0001801573
$109,00053K0.05%Q1 202612
Caprock Group, LLC
CIK 0001610769
$100,15948K0.00%Q1 202613
Diversified Investment Strategies, LLC
CIK 0001427196
$99,36048K0.06%Q1 202614
RENAISSANCE TECHNOLOGIES LLC
CIK 0001037389
$85,49141K0.00%Q1 202615
NORTHERN TRUST CORP
CIK 0000073124· Index
$71,48535K0.00%Q1 202616
JPMORGAN CHASE & CO
CIK 0000019617
$67,60433K0.00%Q1 202617
Portland Global Advisors LLC
CIK 0001504941
$51,75025K0.01%Q1 202618
DIMENSIONAL FUND ADVISORS LP
CIK 0000354204· Quasi-passive
$40,29919K0.00%Q1 202619
GOLDMAN SACHS GROUP INC
CIK 0000886982
$38,50619K0.00%Q1 202620
American Capital Advisory, LLC
CIK 0002018007
$31,05015K0.01%Q1 2026
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