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, Q4 2021
Institutional positions in Forrester Research, Inc. as of Dec 31, 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
- 135
- +13 vs. Q3 2021
- Shares held
- 10.6M
- −158.1K (−1.5%) vs. Q3 2021
- Total value
- $620.9M
- +$92.3M (+17.5%) vs. Q3 2021
- New holders
- 21
- 54 more added
- Sold out
- 8
- 37 more reduced
1 institution that held it in Q3 2021 haven't filed for Q4 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2021
Shares, value and share of portfolio for each institution holding Forrester Research, Inc.; share changes are against Q3 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Quadrant Capital Group LLC | 13 | $1.00K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 57 | $3.00K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 43 | $3.00K | 0.00% | +42+4,200.0% | Added |
| Bessemer Group Inc | 93 | $5.00K | 0.00% | +93 | New |
| Lazard Asset Management LLC | 100 | $5.00K | 0.00% | +100 | New |
| Covestor Ltd | 82 | $5.00K | 0.01% | +82 | New |
| Captrust Financial Advisors | 134 | $8.00K | 0.00% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 141 | $8.28K | 0.00% | +3+2.2% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 157 | $9.00K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 132 | $9.00K | 0.00% | −17−11.4% | Reduced |
| Eaton Vance Management | 175 | $10.0K | 0.00% | +26+17.4% | Added |
| Point72 Hong Kong Ltd | 296 | $17.0K | 0.00% | +296 | New |
| Parallel Advisors, LLC | 313 | $18.0K | 0.00% | 00.0% | Unchanged |
| Macquarie Group Ltd | 516 | $30.0K | 0.00% | 00.0% | Unchanged |
| State of Wyoming | 555 | $33.0K | 0.02% | +555 | New |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 848 | $50.0K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 882 | $52.0K | 0.00% | −2,047−69.9% | Reduced |
| Ameritas Investment Partners, Inc. | 966 | $57.0K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 1,025 | $60.0K | 0.00% | 00.0% | Unchanged |
| Mutual of America Capital Management LLC | 1,520 | $89.0K | 0.00% | +38+2.6% | Added |
| Ensign Peak Advisors, Inc | 1,700 | $100.0K | 0.00% | 00.0% | Unchanged |
| Russell Investments Group, Ltd. | 1,800 | $105.0K | 0.00% | +1,800 | New |
| Royal Bank of Canada | 2,193 | $129.0K | 0.00% | +980+80.8% | Added |
| Metropolitan Life Insurance Co | 2,719 | $159.7K | 0.00% | −740−21.4% | Reduced |
| Teachers Retirement System of the State of Kentucky | 3,100 | $182.0K | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 4,400 | $242.0K | 0.00% | 00.0% | Unchanged |
| Paloma Partners Management Co | 4,115 | $242.0K | 0.01% | +4,115 | New |
| Connor, Clark & Lunn Investment Management Ltd. | 4,247 | $249.0K | 0.00% | −3,137−42.5% | Reduced |
| Oregon Public Employees Retirement Fund | 4,243 | $249.0K | 0.00% | −200−4.5% | Reduced |
| CWM Advisors, LLC | 4,260 | $250.0K | 0.03% | −400−8.6% | Reduced |
| Maryland State Retirement & Pension System | 4,409 | $259.0K | 0.01% | +101+2.3% | Added |
| Winton Group Ltd | 4,406 | $259.0K | 0.02% | +4,406 | New |
| Voya Investment Management LLC | 4,627 | $272.0K | 0.00% | −338−6.8% | Reduced |
| MetLife Investment Management | 4,738 | $278.3K | 0.00% | 00.0% | Unchanged |
| 6 Meridian | 4,812 | $283.0K | 0.02% | +9+0.2% | Added |
| Canada Pension Plan Investment Board | 5,000 | $294.0K | 0.00% | +5,000 | New |
| SEI Investments Co | 5,217 | $302.0K | 0.00% | +5,217 | New |
| Louisiana State Employees Retirement System | 5,400 | $317.0K | 0.01% | 00.0% | Unchanged |
| Truist Financial Corp | 5,480 | $322.0K | 0.00% | +5,480 | New |
| Quadrature Capital Ltd | 5,749 | $339.0K | 0.02% | +5,749 | New |
| Amalgamated Bank | 5,792 | $340.0K | 0.00% | −109−1.8% | Reduced |
| Advisor Group Holdings, Inc. | 5,929 | $349.0K | 0.00% | +3,149+113.3% | Added |
| New York State Teachers Retirement System | 5,972 | $351.0K | 0.00% | +600+11.2% | Added |
| Manufacturers Life Insurance Company, The | 6,370 | $374.0K | 0.00% | −106−1.6% | Reduced |
| Alliancebernstein L.P. | 6,423 | $377.0K | 0.00% | +506+8.6% | Added |
| American International Group, Inc. | 6,850 | $402.0K | 0.00% | −219−3.1% | Reduced |
| Credit Suisse AG | 7,200 | $423.0K | 0.00% | −374−4.9% | Reduced |
| Wells Fargo & Company | 7,208 | $424.0K | 0.00% | +7,086+5,808.2% | Added |
| Deutsche Bank AG | 7,375 | $433.0K | 0.00% | −4,066−35.5% | Reduced |
| Trexquant Investment LP | 7,645 | $449.0K | 0.03% | +2,411+46.1% | Added |
| UBS Group AG | 7,766 | $456.0K | 0.00% | +4,815+163.2% | Added |
| State of Alaska, Department of Revenue | 7,876 | $462.0K | 0.00% | −235−2.9% | Reduced |
| New York State Common Retirement Fund | 7,895 | $464.0K | 0.00% | +27+0.3% | Added |
| Jump Financial, LLC | 7,900 | $464.0K | 0.03% | +1,600+25.4% | Added |
| Diversified Trust Co | 7,913 | $465.0K | 0.02% | +7,913 | New |
| Susquehanna Fundamental Investments, LLC | 8,001 | $470.0K | 0.01% | +1,431+21.8% | Added |
| Texas Permanent School Fund | 8,052 | $473.0K | 0.01% | −172−2.1% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 8,404 | $494.0K | 0.01% | −25−0.3% | Reduced |
| Putnam Investments LLC | 8,978 | $527.0K | 0.00% | +8,978 | New |
| HSBC Holdings PLC | 9,139 | $537.0K | 0.00% | +580+6.8% | Added |
| Comerica Bank | 9,714 | $539.0K | 0.00% | −424−4.2% | Reduced |
| Great West Life Assurance Co | 9,312 | $543.0K | 0.00% | 00.0% | Unchanged |
| Alpha Paradigm Partners, LLC | 9,455 | $555.0K | 0.22% | +6,224+192.6% | Added |
| Citigroup Inc | 9,764 | $573.0K | 0.00% | +3,218+49.2% | Added |
| Engineers Gate Manager LP | 9,948 | $584.0K | 0.03% | +2,864+40.4% | Added |
| State Board of Administration of Florida Retirement System | 10,067 | $591.0K | 0.00% | 00.0% | Unchanged |
| UBS Asset Management Americas Inc | 10,100 | $593.2K | 0.00% | +4,324+74.9% | Added |
| Marshall Wace, LLP | 10,165 | $598.0K | 0.00% | −14,221−58.3% | Reduced |
| Yousif Capital Management, LLC | 10,286 | $604.0K | 0.01% | +10,286 | New |
| SG Americas Securities, LLC | 10,697 | $628.0K | 0.00% | −118−1.1% | Reduced |
| State of Tennessee, Treasury Department | 11,174 | $656.0K | 0.00% | +1,589+16.6% | Added |
| Tudor Investment Corp Et Al | 11,232 | $660.0K | 0.01% | +189+1.7% | Added |
| Victory Capital Management Inc | 11,291 | $663.0K | 0.00% | +2,044+22.1% | Added |
| Atom Investors LP | 11,358 | $667.0K | 0.18% | +11,358 | New |
| Jane Street Group, LLC | 11,551 | $678.0K | 0.00% | +11,551 | New |
| PDT Partners, LLC | 11,704 | $687.0K | 0.05% | +4,804+69.6% | Added |
| Prudential Financial Inc | 11,903 | $699.0K | 0.00% | −617−4.9% | Reduced |
| Martingale Asset Management L P | 13,205 | $776.0K | 0.01% | +1,800+15.8% | Added |
| STRS Ohio | 14,300 | $839.0K | 0.00% | +14,300 | New |
| M&T Bank Corp | 14,323 | $842.0K | 0.00% | 00.0% | Unchanged |
| Capital Impact Advisors, LLC | 14,826 | $871.0K | 0.60% | +14,826 | New |
| Squarepoint Ops LLC | 14,847 | $872.0K | 0.00% | +8,647+139.5% | Added |
| California State Teachers Retirement System | 15,635 | $918.0K | 0.00% | +232+1.5% | Added |
| Price T Rowe Associates Inc | 15,743 | $925.0K | 0.00% | −202−1.3% | Reduced |
| Seizert Capital Partners, LLC | 17,838 | $1.05M | 0.05% | 00.0% | Unchanged |
| Auxier Asset Management | 19,050 | $1.12M | 0.17% | 00.0% | Unchanged |
| Los Angeles Capital Management LLC | 19,281 | $1.13M | 0.00% | +13,585+238.5% | Added |
| BNP Paribas Arbitrage, SA | 21,121 | $1.24M | 0.00% | +10,157+92.6% | Added |
| Exchange Traded Concepts, LLC | 22,355 | $1.31M | 0.03% | +9,677+76.3% | Added |
| Public Sector Pension Investment Board | 22,683 | $1.33M | 0.01% | −6,628−22.6% | Reduced |
| Bank of America Corp | 24,142 | $1.42M | 0.00% | +3,359+16.2% | Added |
| Swiss National Bank | 25,050 | $1.47M | 0.00% | 00.0% | Unchanged |
| Gsa Capital Partners LLP | 25,222 | $1.48M | 0.19% | +3,347+15.3% | Added |
| Rhumbline Advisers | 25,641 | $1.51M | 0.00% | −300−1.2% | Reduced |
| Cubist Systematic Strategies, LLC | 26,266 | $1.54M | 0.01% | +14,612+125.4% | Added |
| AQR Capital Management LLC | 28,595 | $1.68M | 0.00% | +17,418+155.8% | Added |
| Jacobs Levy Equity Management, Inc | 28,604 | $1.68M | 0.01% | −5,854−17.0% | Reduced |
| Panagora Asset Management Inc | 28,955 | $1.70M | 0.01% | +24,158+503.6% | Added |
| Oberweis Asset Management Inc | 29,700 | $1.74M | 0.32% | +29,700 | New |
| Legal & General Group Plc | 34,734 | $2.04M | 0.00% | +870+2.6% | Added |