OIM
FORA

Oracle Investment Management’s Forian FORA Stock Holding History

Oracle Investment Management’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
2025
Q4 		$2.9M Hold
1,366,107
– – 1.72% 8
2025
Q3 		$3.07M Hold
1,366,107
– – 1.92% 12
2025
Q2 		$2.68M Hold
1,366,107
– – 1.84% 12
2025
Q1 		$2.73M Hold
1,366,107
– – 1.38% 12
2024
Q4 		$2.81M Buy
1,366,107
+10,000
+0.7% +$20.7K 1.53% 11
2024
Q3 		$2.93M Hold
1,356,107
– – 1.76% 13
2024
Q2 		$3.59M Buy
1,356,107
+300
+0% +$814 3.35% 8
2024
Q1 		$4.5M Sell
1,355,807
-12,260
-0.9% -$35.6K 2.99% 10
2023
Q4 		$4M Hold
1,368,067
– – 2.43% 13
2023
Q3 		$3.05M Buy
1,368,067
+3,738
+0.3% +$9.29K 0.94% 11
2023
Q2 		$3.34M Hold
1,364,329
– – 2.46% 13
2023
Q1 		$5.2M Buy
1,364,329
+13,072
+1% +$45.5K 5.03% 7
2022
Q4 		$3.69M Sell
1,351,257
-57,175
-4% -$175K 3.08% 8
2022
Q3 		$4.72M Buy
1,408,432
+74,955
+6% +$330K 2.68% 9
2022
Q2 		$5.85M Buy
1,333,477
+71,437
+6% +$275K 1.78% 10
2022
Q1 		$8.78M Buy
1,262,040
+42,379
+3% +$313K 1.74% 10
2021
Q4 		$11M Buy
1,219,661
+19,701
+2% +$188K 1.56% 11
2021
Q3 		$12.4M Buy
1,199,960
+331,618
+38% +$3.68M 1.54% 11
2021
Q2 		$10.9M Buy
868,342
+712,902
+459% +$8.15M 1.5% 12
2021
Q1 		$1.57M Buy
+155,440
New +$1.99M 0.24% 21

Other funds holding FORA

SCA
STALEY CAPITAL ADVISERS Pittsburgh, Pennsylvania $2.57B AUM 26.96% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
OCA
OpenArc Corporate Advisory Atlanta, Georgia $8.41B AUM
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
AA
Aufman Associates Sewickley, Pennsylvania $251M AUM 73.86% 1-Year Est. Return
CG
Caprock Group Boise, Idaho $5.22B AUM 42.47% 1-Year Est. Return

Oracle Investment Management's FORA Position: Q4 2025 in Review

Oracle Investment Management held its Forian (FORA) position steady in Q4 2025 at 1,366,107 shares worth $2.9M. The position accounts for 1.72% of the portfolio, ranked #8.

Oracle Investment Management first reported a position in FORA in Q1 2021 and has held it in 20 quarters since. The position peaked at $12.4M in Q3 2021. 30 funds tracked by Wall St. Rank hold FORA as of Q4 2025.

  • Oracle Investment Management held 1,366,107 shares of Forian worth $2.9M as of Q4 2025.
  • Oracle Investment Management left its Forian share count unchanged in Q4 2025.
  • Forian made up 1.72% of Oracle Investment Management's portfolio in Q4 2025, its #8 holding.
  • Oracle Investment Management first reported a position in Forian in Q1 2021 and has held it in 20 quarters since.
  • Oracle Investment Management's Forian position peaked at $12.4M in Q3 2021.
  • 30 funds tracked by Wall St. Rank held Forian as of Q4 2025.

Based on Oracle Investment Management's 13F filing for Q4 2025, filed 18 Feb 2026.