Caprock Group’s Forian FORA Stock Holding History

Caprock Group’s Portfolio FORA Stock Details FORA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-48,386	Closed	-$100K	–	1273
2026 Q1	$100K	Hold	48,386	–	–	﹤0.01%	1083
2025 Q4	$103K	Sell	48,386 -38,398	-44%	-$84K	﹤0.01%	1157
2025 Q3	$171K	Buy	+86,784	New	+$177K	﹤0.01%	1078
2025 Q1	$174K	Hold	86,784	–	–	0.01%	1020
2024 Q4	$179K	Hold	86,784	–	–	0.01%	946
2024 Q3	$187K	Hold	86,784	–	–	0.01%	854
2024 Q2	$230K	Buy	+86,784	New	+$235K	0.01%	764

Other funds holding FORA

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Caprock Group's FORA Position: Q2 2026 in Review

Caprock Group sold out of Forian (FORA) in Q2 2026, closing a stake of 48,386 shares — an estimated $100K sold.

Caprock Group first reported a position in FORA in Q2 2024 and held it in 7 quarters. The position peaked at $230K in Q2 2024. 1 fund tracked by Wall St. Rank holds FORA as of Q2 2026.

Caprock Group reported no remaining Forian position as of Q2 2026 after selling out during the quarter.
Caprock Group sold 48,386 Forian shares in Q2 2026, an estimated $100K.
Caprock Group first reported a position in Forian in Q2 2024 and held it in 7 quarters.
Caprock Group's Forian position peaked at $230K in Q2 2024.
1 fund tracked by Wall St. Rank held Forian as of Q2 2026.

Based on Caprock Group's 13F filing for Q2 2026, filed 27 Jul 2026.