FORA — FORIAN INC
Reported value held$3.45M
Funds holding (latest)20
Sector—
FORA (FORIAN INC) is tracked on HoldingsHub across five years of quarterly 13F filings. 20 funds have reported positions historically, with the sum of their latest reported stakes valued at $3.45M. No fund in our coverage reported a position in the latest filing period, which typically means the stock has fallen out of the tracked funds' portfolios rather than that it cannot be bought.
All figures on this page are computed from SEC Form 13F quarterly filings. 13F filers disclose long positions of $100,000 or more within 45 days of quarter end; short positions, options overlays and intra-quarter trades are not included, so treat the numbers as a quarterly snapshot of institutional ownership rather than real-time positioning.
| Fund | Quarter | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|---|
| Vanguard Group history | Q4 2025 | 743.97K | $1.58M | 0.00% | Reduce |
| Geode Capital Management history | Q1 2026 | 193.24K | $400.10K | 0.00% | Add |
| BNY Mellon history | Q1 2022 | 50.21K | $350.00K | 0.00% | Add |
| Charles Schwab Investment Management history | Q1 2022 | 48.89K | $341.00K | 0.00% | Hold |
| BlackRock Inc history | Q1 2026 | 69.73K | $144.34K | 0.00% | Reduce |
| Invesco Ltd history | Q3 2021 | 12.75K | $132.00K | 0.00% | New |
| Citadel Advisors history | Q1 2026 | 43.15K | $89.33K | 0.00% | Reduce |
| Renaissance Technologies history | Q1 2026 | 41.30K | $85.49K | 0.00% | Reduce |
| JPMorgan Chase & Co history | Q4 2025 | 36.01K | $76.34K | 0.00% | Add |
| Northern Trust Corp history | Q1 2026 | 34.53K | $71.48K | 0.00% | Hold |
| Deutsche Bank AG history | Q1 2022 | 10.26K | $71.00K | 0.00% | Reduce |
| Millennium Management history | Q1 2024 | 15.21K | $50.51K | 0.00% | Add |
| Goldman Sachs Group history | Q1 2026 | 18.60K | $38.51K | 0.00% | Hold |
| Legal & General Investment Management America history | Q1 2022 | 2.67K | $18.00K | 0.00% | Hold |
| Morgan Stanley history | Q3 2024 | 2.50K | $5.40K | 0.00% | Hold |
| UBS Group AG history | Q1 2026 | 1.01K | $2.10K | 0.00% | Add |
| Bank of America Corp history | Q4 2025 | 68 | $144 | 0.00% | Reduce |
| Fidelity Management & Research (FMR) history | Q4 2025 | 1 | $2 | 0.00% | New |
| Citigroup Inc history | Q1 2026 | 1 | $2 | 0.00% | Reduce |
| Wells Fargo & Co history | Q1 2026 | 1 | $2 | 0.00% | Hold |
New Positions (latest)
No fund opened a new position this quarter.
Fully Exited (vs previous quarter)
No tracked fund fully exited this quarter.
Fund Position History — shares by quarter (top 20 funds)
| Fund | Q2 2021 | Q3 2021 | Q4 2021 | Q1 2022 | Q2 2022 | Q3 2022 | Q4 2022 | Q1 2023 | Q2 2023 | Q3 2023 | Q4 2023 | Q1 2024 | Q2 2024 | Q3 2024 | Q4 2024 | Q1 2025 | Q2 2025 | Q3 2025 | Q4 2025 | Q1 2026 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Geode Capital Management | — | 304.02K | 302.30K | 310.94K | 165.66K | 165.66K | 167.51K | 167.51K | 167.51K | 163.75K | 163.75K | 164.87K | 172.47K | 170.53K | 169.99K | 169.02K | 166.15K | 169.72K | 171.28K | 193.24K |
| BlackRock Inc | — | — | — | — | — | — | — | — | — | — | — | — | — | 89.46K | 89.76K | 88.87K | 80.07K | 80.06K | 81.63K | 69.73K |
| Citadel Advisors | — | — | — | — | 49.46K | 17.50K | 51.63K | 19.99K | 13.62K | — | 10.91K | — | 17.34K | 22.24K | 20.00K | — | 13.79K | 38.37K | 66.70K | 43.15K |
| Renaissance Technologies | — | — | — | — | 13.50K | 12.80K | 12.80K | 20.70K | 16.91K | 16.20K | 22.40K | 25.05K | 22.80K | 23.70K | 35.30K | 35.60K | 34.20K | 58.80K | 56.00K | 41.30K |
| Northern Trust Corp | — | 169.67K | 168.46K | 162.51K | 30.27K | 30.27K | 30.27K | 29.44K | 29.27K | 29.27K | 35.27K | 35.27K | 35.24K | 35.24K | 35.24K | 35.24K | 35.24K | 35.24K | 34.53K | 34.53K |
| Goldman Sachs Group | — | — | — | — | — | — | — | — | — | — | — | 17.16K | 17.25K | 17.31K | 17.37K | 17.46K | 17.39K | 20.38K | 18.54K | 18.60K |
| UBS Group AG | — | — | 6.98K | 4.09K | 545 | 2.56K | 1.54K | 51 | 51 | 141 | 1.01K | 5.31K | 7.90K | 3.40K | 406 | 51 | 877 | 13.78K | 171 | 1.01K |
| Citigroup Inc | — | 2.40K | 4.95K | 739 | 466 | — | — | — | — | — | — | — | — | — | — | — | — | — | 4 | 1 |
| Wells Fargo & Co | — | 28.00K | 36.55K | 20.76K | 114 | 103 | 105 | 107 | 111 | 127 | 127 | 126 | 1 | 1 | 1 | 1 | 1 | 1 | 1 | 1 |
| Fidelity Management & Research (FMR) | — | — | — | — | 458 | 83 | — | — | — | — | — | 1 | — | — | — | — | — | — | 1 | — |
| JPMorgan Chase & Co | — | 9.24K | 20.98K | 12.85K | 4.01K | 4.01K | 4.01K | 6.01K | 6.01K | 11.68K | 24.71K | 29.06K | 30.59K | 30.59K | 33.09K | 30.04K | 31.51K | 30.51K | 36.01K | — |
| Bank of America Corp | — | 3.00K | 13.45K | 6.03K | 3.22K | 2.61K | 2.61K | 1.80K | 1.39K | 1.39K | 1.42K | 679 | 136 | 197 | 127 | 132 | 258 | 123 | 68 | — |
| Vanguard Group | 859.30K | 867.81K | 870.82K | 870.06K | 774.74K | 774.74K | 775.14K | 775.14K | 775.14K | 775.14K | 775.14K | 775.14K | 775.14K | 775.14K | 775.14K | 775.14K | 775.14K | 760.57K | 743.97K | — |
| Morgan Stanley | — | 2.88K | 14.61K | 3.33K | 12.90K | 1.65K | 38 | 626 | — | — | — | 3.09K | 2.50K | 2.50K | — | — | — | — | — | — |
| Deutsche Bank AG | — | 10.87K | 11.48K | 10.26K | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — |
| BNY Mellon | — | 47.53K | 48.60K | 50.21K | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — |
| Invesco Ltd | — | 12.75K | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — |
| Legal & General Investment Management America | — | 2.67K | 2.67K | 2.67K | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — |
| Millennium Management | — | — | — | — | 192.69K | 96.24K | 75.13K | 65.51K | 56.79K | 61.77K | 13.94K | 15.21K | — | — | — | — | — | — | — | — |
| Charles Schwab Investment Management | — | 48.89K | 48.89K | 48.89K | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — |