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 |
|---|---|---|---|---|---|
| JPMorgan Chase & Co | 47,420 | $2.34M | 0.00% | +6,421+15.7% | Added |
| Nuveen Asset Management, LLC | 65,488 | $3.07M | 0.00% | +10,579+19.3% | Added |
| Parametric Portfolio Associates LLC | 67,435 | $3.32M | 0.00% | +2,270+3.5% | Added |
| Principal Financial Group Inc | 75,895 | $3.74M | 0.00% | −934−1.2% | Reduced |
| Charles Schwab Investment Management Inc | 77,494 | $3.82M | 0.00% | +651+0.8% | Added |
| Massachusetts Financial Services Co | 78,956 | $3.89M | 0.00% | −1,034−1.3% | Reduced |
| Morgan Stanley | 102,163 | $5.03M | 0.00% | +63,167+162.0% | Added |
| Bank of New York Mellon Corp | 105,233 | $5.18M | 0.00% | +420.0% | Added |
| Norges Bank | 122,672 | $6.04M | 0.00% | +28,500+30.3% | Added |
| GW&K Investment Management, LLC | 126,153 | $6.21M | 0.06% | −2,205−1.7% | Reduced |
| Northern Trust Corp | 139,765 | $6.89M | 0.00% | −3,354−2.3% | Reduced |
| Thrivent Financial for Lutherans | 142,783 | $7.03M | 0.01% | −35,191−19.8% | Reduced |
| American Capital Management Inc | 148,775 | $7.33M | 0.20% | 00.0% | Unchanged |
| Geode Capital Management, LLC | 206,873 | $10.2M | 0.00% | −908−0.4% | Reduced |
| Goldman Sachs Group Inc | 209,137 | $10.3M | 0.00% | +119,831+134.2% | Added |
| State Street Corp | 356,200 | $17.5M | 0.00% | +5,522+1.6% | Added |
| ArrowMark Colorado Holdings LLC | 541,644 | $26.7M | 0.21% | −78,158−12.6% | Reduced |
| Dimensional Fund Advisors LP | 633,486 | $31.2M | 0.01% | −1,510−0.2% | Reduced |
| Wellington Management Group LLP | 760,454 | $37.5M | 0.01% | −241,383−24.1% | Reduced |
| Renaissance Technologies LLC | 847,986 | $41.8M | 0.05% | +20,280+2.5% | Added |
| Vanguard Group Inc | 1,215,526 | $59.9M | 0.00% | −11,876−1.0% | Reduced |
| Royce & Associates LP | 1,612,150 | $79.4M | 0.59% | +56,685+3.6% | Added |
| BlackRock Inc. | 1,885,781 | $92.9M | 0.00% | +39,342+2.1% | Added |
| William Blair Investment Management, LLC | 0 | $0 | 0.00% | −495,481−100.0% | Sold out |
| Jefferies Group LLC | 0 | $0 | 0.00% | −27,300−100.0% | Sold out |
| Clearbridge Investments, LLC | 0 | $0 | 0.00% | −17,979−100.0% | Sold out |
| Legato Capital Management LLC | 0 | $0 | 0.00% | −9,507−100.0% | Sold out |
| California Public Employees Retirement System | 0 | $0 | 0.00% | −5,424−100.0% | Sold out |
| Zebra Capital Management LLC | 0 | $0 | 0.00% | −4,584−100.0% | Sold out |