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 |
|---|---|---|---|---|---|
| 6 Meridian | 4,812 | $283.0K | 0.02% | +9+0.2% | Added |
| MetLife Investment Management | 4,738 | $278.3K | 0.00% | 00.0% | Unchanged |
| Voya Investment Management LLC | 4,627 | $272.0K | 0.00% | −338−6.8% | 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 |
| CWM Advisors, LLC | 4,260 | $250.0K | 0.03% | −400−8.6% | Reduced |
| 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 |
| 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 |
| Teachers Retirement System of the State of Kentucky | 3,100 | $182.0K | 0.00% | 00.0% | Unchanged |
| Metropolitan Life Insurance Co | 2,719 | $159.7K | 0.00% | −740−21.4% | Reduced |
| Royal Bank of Canada | 2,193 | $129.0K | 0.00% | +980+80.8% | Added |
| Russell Investments Group, Ltd. | 1,800 | $105.0K | 0.00% | +1,800 | New |
| Ensign Peak Advisors, Inc | 1,700 | $100.0K | 0.00% | 00.0% | Unchanged |
| Mutual of America Capital Management LLC | 1,520 | $89.0K | 0.00% | +38+2.6% | Added |
| US Bancorp | 1,025 | $60.0K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 966 | $57.0K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 882 | $52.0K | 0.00% | −2,047−69.9% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 848 | $50.0K | 0.00% | 00.0% | Unchanged |
| State of Wyoming | 555 | $33.0K | 0.02% | +555 | New |
| Macquarie Group Ltd | 516 | $30.0K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 313 | $18.0K | 0.00% | 00.0% | Unchanged |
| Point72 Hong Kong Ltd | 296 | $17.0K | 0.00% | +296 | New |
| Eaton Vance Management | 175 | $10.0K | 0.00% | +26+17.4% | 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 |
| Sutton Wealth Advisors Inc. | 141 | $8.28K | 0.00% | +3+2.2% | Added |
| Captrust Financial Advisors | 134 | $8.00K | 0.00% | 00.0% | Unchanged |
| 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 |
| 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 |
| Quadrant Capital Group LLC | 13 | $1.00K | 0.00% | 00.0% | Unchanged |
| Wellington Management Group LLP | 0 | $0 | 0.00% | −760,454−100.0% | Sold out |
| Ergoteles LLC | 0 | $0 | 0.00% | −16,324−100.0% | Sold out |
| Mirabella Financial Services LLP | 0 | $0 | 0.00% | −11,777−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −10,997−100.0% | Sold out |
| Verition Fund Management LLC | 0 | $0 | 0.00% | −7,362−100.0% | Sold out |
| Qube Research & Technologies Ltd | 0 | $0 | 0.00% | −6,721−100.0% | Sold out |
| Meeder Asset Management Inc | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| Meridian Wealth Partners, LLC | 0 | $0 | 0.00% | −3−100.0% | Sold out |
| First Mercantile Trust Co | – | – | – | – | Not filed |