Jim Simons
FORA

Jim Simons’s Forian FORA Stock Holding History

Jim Simons’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
Q1 		$85.5K Sell
41,300
-14,700
-26% -$30.7K ﹤0.01% 3051
2025
Q4 		$119K Sell
56,000
-2,797
-5% -$6.12K ﹤0.01% 2981
2025
Q3 		$132K Buy
58,797
+24,597
+72% +$50.2K ﹤0.01% 3218
2025
Q2 		$67K Sell
34,200
-1,400
-4% -$2.83K ﹤0.01% 3354
2025
Q1 		$71.2K Buy
35,600
+299
+0.8% +$667 ﹤0.01% 3239
2024
Q4 		$72.7K Buy
35,301
+11,601
+49% +$24.1K ﹤0.01% 3331
2024
Q3 		$51.2K Buy
23,700
+900
+4% +$2.19K ﹤0.01% 3341
2024
Q2 		$60.4K Sell
22,800
-2,252
-9% -$6.11K ﹤0.01% 3263
2024
Q1 		$83K Buy
25,052
+2,650
+12% +$7.69K ﹤0.01% 3401
2023
Q4 		$66K Buy
22,402
+6,202
+38% +$15.9K ﹤0.01% 3398
2023
Q3 		$36K Sell
16,200
-715
-4% -$1.78K ﹤0.01% 3446
2023
Q2 		$41K Sell
16,915
-3,785
-18% -$10.1K ﹤0.01% 3650
2023
Q1 		$79K Buy
20,700
+7,900
+62% +$27.5K ﹤0.01% 3557
2022
Q4 		$35K Hold
12,800
– – ﹤0.01% 3865
2022
Q3 		$43K Sell
12,800
-700
-5% -$3.09K ﹤0.01% 3789
2022
Q2 		$59K Buy
+13,500
New +$52K ﹤0.01% 3967
2021
Q3 		– Sell
-23,200
Closed -$292K – 3585
2021
Q2 		$292K Buy
+23,200
New +$265K ﹤0.01% 3156

Other funds holding FORA

SCA
STALEY CAPITAL ADVISERS Pittsburgh, Pennsylvania $2.57B AUM 26.96% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
EFP
Elser Financial Planning Indianapolis, Indiana $2.31B AUM 49.95% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
VFT
Vanguard Fiduciary Trust Malvern, Pennsylvania $396B AUM
OCA
OpenArc Corporate Advisory Atlanta, Georgia $8.41B AUM
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
AA
Aufman Associates Sewickley, Pennsylvania $204M AUM 39.64% 1-Year Est. Return
CG
Caprock Group Boise, Idaho $5.22B AUM 42.47% 1-Year Est. Return

Jim Simons's FORA Position: Q1 2026 in Review

Jim Simons reduced its Forian (FORA) stake by 26% in Q1 2026, selling an estimated $30.7K and leaving 41,300 shares worth $85.5K. The position accounts for ﹤0.01% of the portfolio, ranked #3051.

Jim Simons first reported a position in FORA in Q2 2021 and has held it in 17 quarters since. The position peaked at $292K in Q2 2021. 31 funds tracked by Wall St. Rank hold FORA as of Q1 2026.

  • Jim Simons held 41,300 shares of Forian worth $85.5K as of Q1 2026.
  • Jim Simons sold 14,700 Forian shares in Q1 2026, an estimated $30.7K.
  • Forian made up ﹤0.01% of Jim Simons's portfolio in Q1 2026, its #3051 holding.
  • Jim Simons first reported a position in Forian in Q2 2021 and has held it in 17 quarters since.
  • Jim Simons's Forian position peaked at $292K in Q2 2021.
  • 31 funds tracked by Wall St. Rank held Forian as of Q1 2026.

Based on Renaissance Technologies's 13F filing for Q1 2026, filed 14 May 2026.