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 |
|---|---|---|---|---|---|
| UBS Group AG | 2,951 | $146.0K | 0.00% | −5,034−63.0% | Reduced |
| Tower Research Capital LLC (TRC) | 2,929 | $144.0K | 0.00% | +2,559+691.6% | Added |
| Advisor Group Holdings, Inc. | 2,780 | $137.0K | 0.00% | +1,219+78.1% | Added |
| Ensign Peak Advisors, Inc | 1,700 | $84.0K | 0.00% | 00.0% | Unchanged |
| Mutual of America Capital Management LLC | 1,482 | $73.0K | 0.00% | −94−6.0% | Reduced |
| First Mercantile Trust Co | 1,458 | $72.0K | 0.01% | −476−24.6% | Reduced |
| Royal Bank of Canada | 1,213 | $60.0K | 0.00% | +240+24.7% | Added |
| US Bancorp | 1,025 | $51.0K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 966 | $48.0K | 0.00% | 00.0% | Unchanged |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 848 | $42.0K | 0.00% | 00.0% | Unchanged |
| Macquarie Group Ltd | 516 | $25.0K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 313 | $15.0K | 0.00% | +313 | New |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 157 | $8.00K | 0.00% | 00.0% | Unchanged |
| Captrust Financial Advisors | 134 | $7.00K | 0.00% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 138 | $6.80K | 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 |
| Parkside Financial Bank & Trust | 57 | $3.00K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 13 | $1.00K | 0.00% | 00.0% | Unchanged |
| 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 |
| 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 |