Forian
FORA
FORA was delisted on the 14th of May, 2026.
31 hedge funds and large institutions have $6.27M invested in Forian in 2026 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 3 increasing their positions, 9 reducing their positions, and 4 closing their positions.
75% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 4
3% more funds holding
Funds holding: 30 → 31 (+1)
3.25% less ownership
Funds ownership: 13% → 9.74% (-3.3%)
27% less capital invested
Capital invested by funds: $8.56M → $6.27M (-$2.3M)
67% less repeat investments, than reductions
Existing positions increased: 3 | Existing positions reduced: 9
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
EFP
Elser Financial Planning
Indianapolis,
Indiana
|
+$842K |
| 2 |
DIS
Diversified Investment Strategies
Baton Rouge,
Louisiana
|
+$100K |
| 3 |
Geode Capital Management
Boston,
Massachusetts
|
+$45.9K |
| 4 |
UBS Group
Zurich,
Switzerland
|
+$1.76K |
| 5 |
Goldman Sachs
New York
|
+$127 |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CH
Canton Hathaway
Providence,
Rhode Island
|
-$93.3K |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$49.2K |
| 3 |
XT
XTX Topco
George Town,
Cayman Islands
|
-$37.1K |
| 4 |
Renaissance Technologies
New York
|
-$30.7K |
| 5 |
BlackRock
New York
|
-$24.9K |
FORA Hedge Fund Activity: Q1 2026 in Review
31 of the 8,173 institutional investors tracked by Wall St. Rank reported a position in Forian (FORA) for Q1 2026, worth a combined $6.27M — down 27% from $8.56M a quarter earlier.
Buyers outnumbered sellers: 7 funds opened new FORA positions and 4 closed out — a net gain of 3 holders — while 3 added to existing stakes and 9 trimmed.
The largest buyer was Elser Financial Planning, opening a new position worth an estimated $842K. The largest seller was Canton Hathaway, exiting entirely with an estimated $93.3K sold.
- 31 institutional investors held Forian (FORA) as of Q1 2026, up from 30 in Q4 2025.
- Funds reported $6.27M of Forian stock for Q1 2026, down 27% quarter-over-quarter.
- 7 funds opened new Forian positions in Q1 2026 and 4 closed out, a net change of +3 holders.
- The largest Forian buyer in Q1 2026 was Elser Financial Planning, an estimated $842K added.
- The largest Forian seller in Q1 2026 was Canton Hathaway, an estimated $93.3K sold.
Based on aggregated 13F filings for Q1 2026.