Transce3nd’s Forian FORA Stock Holding History

Transce3nd’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 Q3	–	Sell	-15	Closed	-$29	–	500
2025 Q2	$29	Hold	15	–	–	﹤0.01%	1204
2025 Q1	$30	Hold	15	–	–	﹤0.01%	1178
2024 Q4	$31	Buy	+15	New	+$31	﹤0.01%	1545

Other funds holding FORA

OIM

Oracle Investment Management Greenwich, Connecticut $168M AUM 42.86% 1-Year Est. Return

SCA

STALEY CAPITAL ADVISERS Pittsburgh, Pennsylvania $2.36B AUM 23.72% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Caprock Group Boise, Idaho $5.22B AUM 42.47% 1-Year Est. Return

Canton Hathaway Providence, Rhode Island $496M AUM 14.21% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Aufman Associates Sewickley, Pennsylvania $204M AUM 39.64% 1-Year Est. Return

Transce3nd's FORA Position: Q3 2025 in Review

Transce3nd sold out of Forian (FORA) in Q3 2025, closing a stake of 15 shares — an estimated $29 sold.

Transce3nd first reported a position in FORA in Q4 2024 and held it in 3 quarters. The position peaked at $31 in Q4 2024. 29 funds tracked by Wall St. Rank hold FORA as of Q3 2025.

Transce3nd reported no remaining Forian position as of Q3 2025 after selling out during the quarter.
Transce3nd sold 15 Forian shares in Q3 2025, an estimated $29.
Transce3nd first reported a position in Forian in Q4 2024 and held it in 3 quarters.
Transce3nd's Forian position peaked at $31 in Q4 2024.
29 funds tracked by Wall St. Rank held Forian as of Q3 2025.

Based on Transce3nd's 13F filing for Q3 2025, filed 12 Nov 2025.