13F

Stock

Forian Inc

Ticker not mapped · held by 31 managers

Q1 2026Q4 2025Q3 2025Q2 2025Q1 2025

Reported value

$6.27M

Holders

31

+4 new · −4 exited

Holders’ est. mark

−$90.5K

Price effect on 24 books still in the name

Largest holder

$2.28M

STALEY CAPITAL ADVISERS INC

Notable conviction

Share of each notable manager’s 13F book.

Holder count by quarter

Q4 2024Q1 2025Q3 2025Q4 2025Q1 2026

Who holds it

Notable only
InvestorSharesValueEst. markChange
STALEY CAPITAL ADVISERS INC1.1M$2.28M−$55KCut−$55K
VANGUARD CAPITAL MANAGEMENT LLC654.4K$1.35M—Held
Elser Financial Planning, Inc403K$834.2K—New
GEODE CAPITAL MANAGEMENT, LLC193.2K$400.1K−$8.57KAdded$36.9K
VANGUARD FIDUCIARY TRUST CO82.6K$171K—Held
OpenArc Corporate Advisory, LLC81.4K$168.6K−$4.07KCut−$4.16K
BlackRock, Inc.69.7K$144.3K−$3.49KCut−$28.7K
State Street53.9K$111.5K−$2.69KCut−$2.69K
Aufman Associates Inc52.7K$109K−$2.63KCut−$2.63K
Caprock Group, LLC48.4K$100.2K−$2.42KCut−$2.42K
Diversified Investment Strategies, LLC48K$99.4K—New
Citadel43.2K$89.3K−$2.16KCut−$52.1K
Renaissance Technologies41.3K$85.5K−$2.07KCut−$33.2K
NORTHERN TRUST CORP34.5K$71.5K−$1.73KCut−$1.73K
JPMORGAN CHASE & CO32.7K$67.6K−$1.63KCut−$8.73K
Portland Global Advisors LLC25K$51.8K−$1.25KCut−$1.25K
DIMENSIONAL FUND ADVISORS LP19.5K$40.3K−$973Cut−$3.45K
GOLDMAN SACHS GROUP INC18.6K$38.5K−$927Cut−$801
American Capital Advisory, LLC15K$31.1K−$750Cut−$750
Vanguard Global Advisers, LLC6.99K$14.5K—Held
ROYAL BANK OF CANADA2.29K$5K−$100Cut−$3K
UBS Group AG1.01K$2.1K−$8Added$1.74K
GROUP ONE TRADING LLC500$1.03K−$25Cut−$25
Tower Research Capital LLC (TRC)365$756−$18Cut−$2.69K
SBI Securities Co., Ltd.100$207−$5Cut−$5
BNP PARIBAS FINANCIAL MARKETS22$46−$1Cut−$1
IFP Advisors, Inc4$8—New
NATIONAL BANK OF CANADA /FI/2$4$0Held
CITIGROUP INC1$2$0Cut−$6
Caitong International Asset Management Co., Ltd1$2—New
WELLS FARGO & COMPANY/MN1$2$0Held

Who left

Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.