FORA β€” FORIAN INC

Ownership history in MAI Capital Management  Β·  4 quarters on record

AI Ownership Summary

MAI Capital Management reported FORIAN INC (FORA) in 4 quarterly 13F filings from 2024 Q4 through 2025 Q3. The latest visible filing shows FORA at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this FORA ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was MAI Capital Management's position in FORIAN INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q3

FORA was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2024 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q4 to 2025 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How MAI Capital Management held FORA β€” position size vs. price
% of Fund (quarterly)    FORA price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 4 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 UNCHANGED 500 β€” 0% 0.00% $1K 2025-11-10 $2.19
2025 Q2 UNCHANGED 500 β€” 0% 0.00% $980 2025-08-12 $1.90
2025 Q1 UNCHANGED 500 β€” 0% 0.00% $1K 2025-05-15 $2.24
2024 Q4 INITIATED 500 β€” β€” 0.00% $1K 2025-02-14 $3.59

FAQ About MAI Capital Management and FORA

These are the practical questions this page is built to answer before you even open the full history table.

How long has MAI Capital Management reported owning FORA?

MAI Capital Management reported FORA across 4 quarterly 13F filings, from 2024 Q4 through 2025 Q3.

What was the largest reported FORA position in MAI Capital Management's portfolio?

The largest reported portfolio weight for FORA was 0.00% in 2024 Q4.

What is the latest reported FORA position on this page?

The most recent filing on this page is 2025 Q3, when MAI Capital Management reported 500 shares, equal to 0.00% of portfolio, with an estimated market value of $1K.

What does the chart on this FORA ownership page compare?

The chart compares MAI Capital Management's quarterly FORA portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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