Forrester Research, Inc.
FORR- Exchange
- Nasdaq
- Industry
- Services-Engineering, Accounting, Research, Management
- SEC CIK
- 0001023313
In the last 90 days, Forrester Research, Inc. insiders filed 0 open-market purchases and 3 sales; 98 institutions reported holding it in 13F filings for Q2 2026, worth $90.5M in total; no superinvestor holds it.
13F holders, Q3 2021
Institutional positions in Forrester Research, Inc. as of Sep 30, 2021. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 123
- +18 vs. Q2 2021
- Shares held
- 10.7M
- −214.5K (−2.0%) vs. Q2 2021
- Total value
- $528.7M
- +$27.2M (+5.4%) vs. Q2 2021
- New holders
- 24
- 38 more added
- Sold out
- 6
- 36 more reduced
Compare with Q2 2021: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting FORR on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 98 | $90.5M |
| Q1 2026 | 103 | $64.3M |
| Q4 2025 | 109 | $79.8M |
| Q3 2025 | 111 | $96.9M |
| Q2 2025 | 104 | $92.6M |
| Q1 2025 | 94 | $87.7M |
| Q4 2024 | 99 | $157.9M |
| Q3 2024 | 106 | $185.9M |
| Q2 2024 | 107 | $180.6M |
| Q1 2024 | 108 | $221.1M |
| Q4 2023 | 105 | $285.7M |
| Q3 2023 | 107 | $304.7M |
| Q2 2023 | 105 | $312.9M |
| Q1 2023 | 122 | $348.2M |
| Q4 2022 | 129 | $380.0M |
| Q3 2022 | 127 | $379.1M |
| Q2 2022 | 132 | $502.9M |
| Q1 2022 | 135 | $591.7M |
| Q4 2021 | 135 | $620.9M |
| Q3 2021 | 123 | $528.7M |
| Q2 2021 | 105 | $501.5M |
| Q1 2021 | 100 | $469.7M |
Institutions, Q3 2021
Shares, value and share of portfolio for each institution holding Forrester Research, Inc.; share changes are against Q2 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Eaton Vance Management | 149 | $0 | 0.00% | −2,027−93.2% | Reduced |
| Huntington National Bank | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 1 | $0 | 0.00% | +1 | New |
| Meridian Wealth Partners, LLC | 3 | $0 | 0.00% | +3 | New |
| Quadrant Capital Group LLC | 13 | $1.00K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 57 | $3.00K | 0.00% | 00.0% | Unchanged |
| Wells Fargo & Company | 122 | $6.00K | 0.00% | −962−88.7% | Reduced |
| The PNC Financial Services Group, Inc. | 149 | $6.00K | 0.00% | +15+11.2% | Added |
| Sutton Wealth Advisors Inc. | 138 | $6.80K | 0.00% | 00.0% | Unchanged |
| Captrust Financial Advisors | 134 | $7.00K | 0.00% | 00.0% | Unchanged |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 157 | $8.00K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 313 | $15.0K | 0.00% | +313 | New |
| Macquarie Group Ltd | 516 | $25.0K | 0.00% | 00.0% | Unchanged |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 848 | $42.0K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 966 | $48.0K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 1,025 | $51.0K | 0.00% | 00.0% | Unchanged |
| Royal Bank of Canada | 1,213 | $60.0K | 0.00% | +240+24.7% | Added |
| First Mercantile Trust Co | 1,458 | $72.0K | 0.01% | −476−24.6% | Reduced |
| Mutual of America Capital Management LLC | 1,482 | $73.0K | 0.00% | −94−6.0% | Reduced |
| Ensign Peak Advisors, Inc | 1,700 | $84.0K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 2,780 | $137.0K | 0.00% | +1,219+78.1% | Added |
| Tower Research Capital LLC (TRC) | 2,929 | $144.0K | 0.00% | +2,559+691.6% | Added |
| UBS Group AG | 2,951 | $146.0K | 0.00% | −5,034−63.0% | Reduced |
| Teachers Retirement System of the State of Kentucky | 3,100 | $153.0K | 0.00% | 00.0% | Unchanged |
| Alpha Paradigm Partners, LLC | 3,231 | $159.0K | 0.06% | +3,231 | New |
| Metropolitan Life Insurance Co | 3,459 | $170.4K | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 4,400 | $217.0K | 0.00% | 00.0% | Unchanged |
| Oregon Public Employees Retirement Fund | 4,443 | $219.0K | 0.00% | 00.0% | Unchanged |
| Maryland State Retirement & Pension System | 4,308 | $220.0K | 0.01% | +4,308 | New |
| CWM Advisors, LLC | 4,660 | $230.0K | 0.03% | +4,660 | New |
| MetLife Investment Management | 4,738 | $233.4K | 0.00% | 00.0% | Unchanged |
| Panagora Asset Management Inc | 4,797 | $236.0K | 0.00% | +2,216+85.9% | Added |
| 6 Meridian | 4,803 | $237.0K | 0.02% | +4,803 | New |
| Voya Investment Management LLC | 4,965 | $245.0K | 0.00% | +296+6.3% | Added |
| Trexquant Investment LP | 5,234 | $258.0K | 0.02% | +5,234 | New |
| New York State Teachers Retirement System | 5,372 | $265.0K | 0.00% | 00.0% | Unchanged |
| Louisiana State Employees Retirement System | 5,400 | $266.0K | 0.01% | +400+8.0% | Added |
| Los Angeles Capital Management LLC | 5,696 | $281.0K | 0.00% | +5,696 | New |
| UBS Asset Management Americas Inc | 5,776 | $284.5K | 0.00% | 00.0% | Unchanged |
| Alliancebernstein L.P. | 5,917 | $291.0K | 0.00% | −1,120−15.9% | Reduced |
| Amalgamated Bank | 5,901 | $291.0K | 0.00% | −117−1.9% | Reduced |
| Squarepoint Ops LLC | 6,200 | $305.0K | 0.00% | −2,999−32.6% | Reduced |
| Jump Financial, LLC | 6,300 | $311.0K | 0.02% | +6,300 | New |
| Manufacturers Life Insurance Company, The | 6,476 | $319.0K | 0.00% | −676−9.5% | Reduced |
| Citigroup Inc | 6,546 | $322.0K | 0.00% | −2,443−27.2% | Reduced |
| Susquehanna Fundamental Investments, LLC | 6,570 | $324.0K | 0.01% | +2,086+46.5% | Added |
| Qube Research & Technologies Ltd | 6,721 | $331.0K | 0.00% | −221−3.2% | Reduced |
| PDT Partners, LLC | 6,900 | $340.0K | 0.02% | +6,900 | New |
| American International Group, Inc. | 7,069 | $348.0K | 0.00% | −244−3.3% | Reduced |
| Engineers Gate Manager LP | 7,084 | $349.0K | 0.02% | +7,084 | New |
| Verition Fund Management LLC | 7,362 | $363.0K | 0.01% | +7,362 | New |
| Connor, Clark & Lunn Investment Management Ltd. | 7,384 | $364.0K | 0.00% | +7,384 | New |
| Credit Suisse AG | 7,574 | $373.0K | 0.00% | −2,212−22.6% | Reduced |
| New York State Common Retirement Fund | 7,868 | $388.0K | 0.00% | −2,224−22.0% | Reduced |
| State of Alaska, Department of Revenue | 8,111 | $399.0K | 0.00% | +433+5.6% | Added |
| Texas Permanent School Fund | 8,224 | $405.0K | 0.00% | −44−0.5% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 8,429 | $415.0K | 0.00% | −85−1.0% | Reduced |
| HSBC Holdings PLC | 8,559 | $424.0K | 0.00% | +3,838+81.3% | Added |
| Victory Capital Management Inc | 9,247 | $456.0K | 0.00% | +744+8.7% | Added |
| Great West Life Assurance Co | 9,312 | $461.0K | 0.00% | 00.0% | Unchanged |
| State of Tennessee, Treasury Department | 9,585 | $473.0K | 0.00% | +5,664+144.5% | Added |
| State Board of Administration of Florida Retirement System | 10,067 | $496.0K | 0.00% | 00.0% | Unchanged |
| Comerica Bank | 10,138 | $525.0K | 0.00% | −259−2.5% | Reduced |
| SG Americas Securities, LLC | 10,815 | $533.0K | 0.00% | +10,815 | New |
| BNP Paribas Arbitrage, SA | 10,964 | $540.1K | 0.00% | +7,046+179.8% | Added |
| HRT Financial LP | 10,997 | $541.0K | 0.00% | +10,997 | New |
| Tudor Investment Corp Et Al | 11,043 | $544.0K | 0.01% | +5,825+111.6% | Added |
| AQR Capital Management LLC | 11,177 | $551.0K | 0.00% | +11,177 | New |
| Martingale Asset Management L P | 11,405 | $562.0K | 0.01% | +11,405 | New |
| Deutsche Bank AG | 11,441 | $564.0K | 0.00% | −1,061−8.5% | Reduced |
| Cubist Systematic Strategies, LLC | 11,654 | $574.0K | 0.01% | +11,654 | New |
| Mirabella Financial Services LLP | 11,777 | $580.0K | 0.08% | +11,777 | New |
| Prudential Financial Inc | 12,520 | $617.0K | 0.00% | +472+3.9% | Added |
| Exchange Traded Concepts, LLC | 12,678 | $625.0K | 0.02% | +12,678 | New |
| M&T Bank Corp | 14,323 | $705.0K | 0.00% | 00.0% | Unchanged |
| California State Teachers Retirement System | 15,403 | $759.0K | 0.00% | −257−1.6% | Reduced |
| Price T Rowe Associates Inc | 15,945 | $785.0K | 0.00% | +1,526+10.6% | Added |
| Ergoteles LLC | 16,324 | $804.0K | 0.03% | −3,385−17.2% | Reduced |
| Seizert Capital Partners, LLC | 17,838 | $879.0K | 0.04% | −871−4.7% | Reduced |
| Auxier Asset Management | 19,050 | $938.0K | 0.16% | 00.0% | Unchanged |
| Bank of America Corp | 20,783 | $1.02M | 0.00% | +817+4.1% | Added |
| Acadian Asset Management LLC | 21,484 | $1.06M | 0.00% | +19,532+1,000.6% | Added |
| Gsa Capital Partners LLP | 21,875 | $1.08M | 0.11% | −10,513−32.5% | Reduced |
| Marshall Wace, LLP | 24,386 | $1.20M | 0.01% | +24,386 | New |
| Arrowstreet Capital, Limited Partnership | 24,494 | $1.21M | 0.00% | +4,069+19.9% | Added |
| Swiss National Bank | 25,050 | $1.23M | 0.00% | 00.0% | Unchanged |
| Rhumbline Advisers | 25,941 | $1.28M | 0.00% | −3,958−13.2% | Reduced |
| Public Sector Pension Investment Board | 29,311 | $1.44M | 0.01% | −105−0.4% | Reduced |
| Assenagon Asset Management S.A. | 32,254 | $1.59M | 0.01% | +22,939+246.3% | Added |
| Legal & General Group Plc | 33,864 | $1.67M | 0.00% | +2,462+7.8% | Added |
| Millennium Management LLC | 34,262 | $1.69M | 0.00% | +7,012+25.7% | Added |
| Jacobs Levy Equity Management, Inc | 34,458 | $1.70M | 0.01% | +34,458 | New |
| Two Sigma Investments, LP | 34,612 | $1.71M | 0.00% | +34,612 | New |
| Barclays PLC | 40,070 | $1.97M | 0.00% | +14,919+59.3% | Added |
| Pacer Advisors, Inc. | 40,686 | $2.00M | 0.03% | +9,766+31.6% | Added |
| Citadel Advisors LLC | 41,153 | $2.03M | 0.00% | +22,999+126.7% | Added |
| Two Sigma Advisers, LP | 41,303 | $2.04M | 0.01% | +36,400+742.4% | Added |
| Invesco Ltd. | 44,093 | $2.17M | 0.00% | −1,662−3.6% | Reduced |
| Cooper Creek Partners Management LLC | 46,779 | $2.30M | 0.31% | 00.0% | Unchanged |
| Ameriprise Financial Inc | 46,877 | $2.31M | 0.00% | −630−1.3% | Reduced |