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, Q1 2022
Institutional positions in Forrester Research, Inc. as of Mar 31, 2022. 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
- +1 vs. Q4 2021
- Shares held
- 10.5M
- −81.4K (−0.8%) vs. Q4 2021
- Total value
- $591.7M
- −$28.9M (−4.7%) vs. Q4 2021
- New holders
- 11
- 50 more added
- Sold out
- 10
- 56 more reduced
1 institution that held it in Q4 2021 haven't filed for Q1 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2022
Shares, value and share of portfolio for each institution holding Forrester Research, Inc.; share changes are against Q4 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Signaturefd, LLC | 5 | $0 | 0.00% | +5 | New |
| Global Retirement Partners, LLC | 6 | $0 | 0.00% | +6 | New |
| Quadrant Capital Group LLC | 13 | $1.00K | 0.00% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 9 | $1.00K | 0.00% | +9 | New |
| Parallel Advisors, LLC | 43 | $2.00K | 0.00% | −270−86.3% | Reduced |
| Huntington National Bank | 43 | $2.00K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 57 | $3.00K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 78 | $4.00K | 0.00% | −15−16.1% | Reduced |
| Covestor Ltd | 85 | $5.00K | 0.00% | +3+3.7% | Added |
| Sutton Wealth Advisors Inc. | 143 | $8.07K | 0.00% | +2+1.4% | Added |
| Tower Research Capital LLC (TRC) | 168 | $9.00K | 0.00% | −714−81.0% | Reduced |
| The PNC Financial Services Group, Inc. | 146 | $9.00K | 0.00% | +14+10.6% | Added |
| FMR LLC | 157 | $9.00K | 0.00% | +157 | New |
| Ellevest, Inc. | 366 | $21.0K | 0.00% | +366 | New |
| Advisor Group Holdings, Inc. | 382 | $22.0K | 0.00% | −5,547−93.6% | Reduced |
| Captrust Financial Advisors | 469 | $26.0K | 0.00% | +335+250.0% | Added |
| Macquarie Group Ltd | 516 | $29.0K | 0.00% | 00.0% | Unchanged |
| Metropolitan Life Insurance Co | 698 | $39.4K | 0.00% | −2,021−74.3% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 848 | $48.0K | 0.00% | 00.0% | Unchanged |
| Royal Bank of Canada | 894 | $50.0K | 0.00% | −1,299−59.2% | Reduced |
| Lazard Asset Management LLC | 946 | $53.0K | 0.00% | +846+846.0% | Added |
| Ameritas Investment Partners, Inc. | 966 | $55.0K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 1,025 | $58.0K | 0.00% | 00.0% | Unchanged |
| State of Wyoming | 1,458 | $82.0K | 0.04% | +903+162.7% | Added |
| Mutual of America Capital Management LLC | 1,601 | $90.0K | 0.00% | +81+5.3% | Added |
| Ensign Peak Advisors, Inc | 1,700 | $96.0K | 0.00% | 00.0% | Unchanged |
| Teachers Retirement System of the State of Kentucky | 3,100 | $175.0K | 0.00% | 00.0% | Unchanged |
| Alpha Paradigm Partners, LLC | 3,455 | $195.0K | 0.08% | −6,000−63.5% | Reduced |
| Bank of Montreal | 3,518 | $200.0K | 0.00% | +3,518 | New |
| UBS Group AG | 3,620 | $204.0K | 0.00% | −4,146−53.4% | Reduced |
| Hightower 6M Holding, LLC | 3,878 | $219.0K | 0.02% | +3,878 | New |
| HSBC Holdings PLC | 3,863 | $220.0K | 0.00% | −5,276−57.7% | Reduced |
| Oregon Public Employees Retirement Fund | 4,143 | $234.0K | 0.00% | −100−2.4% | Reduced |
| CWM Advisors, LLC | 4,194 | $237.0K | 0.03% | −66−1.5% | Reduced |
| Nisa Investment Advisors, LLC | 4,400 | $248.0K | 0.00% | 00.0% | Unchanged |
| SG Americas Securities, LLC | 4,504 | $254.0K | 0.00% | −6,193−57.9% | Reduced |
| Maryland State Retirement & Pension System | 4,498 | $254.0K | 0.01% | +89+2.0% | Added |
| Voya Investment Management LLC | 4,871 | $275.0K | 0.00% | +244+5.3% | Added |
| Russell Investments Group, Ltd. | 4,900 | $276.0K | 0.00% | +3,100+172.2% | Added |
| Manufacturers Life Insurance Company, The | 5,055 | $285.2K | 0.00% | −1,315−20.6% | Reduced |
| MetLife Investment Management | 5,365 | $302.7K | 0.00% | +627+13.2% | Added |
| Amalgamated Bank | 5,451 | $308.0K | 0.00% | −341−5.9% | Reduced |
| Amalgamated Financial Corp. | 5,451 | $308.0K | 0.00% | +5,451 | New |
| Truist Financial Corp | 5,480 | $309.0K | 0.00% | 00.0% | Unchanged |
| Louisiana State Employees Retirement System | 5,400 | $314.0K | 0.01% | 00.0% | Unchanged |
| Trexquant Investment LP | 5,728 | $323.0K | 0.02% | −1,917−25.1% | Reduced |
| Squarepoint Ops LLC | 5,837 | $329.0K | 0.00% | −9,010−60.7% | Reduced |
| Winton Group Ltd | 5,976 | $337.0K | 0.02% | +1,570+35.6% | Added |
| Jump Financial, LLC | 6,000 | $339.0K | 0.01% | −1,900−24.1% | Reduced |
| Alliancebernstein L.P. | 6,438 | $363.0K | 0.00% | +15+0.2% | Added |
| American International Group, Inc. | 6,452 | $364.0K | 0.00% | −398−5.8% | Reduced |
| Deutsche Bank AG | 6,495 | $367.0K | 0.00% | −880−11.9% | Reduced |
| New York State Teachers Retirement System | 6,572 | $371.0K | 0.00% | +600+10.0% | Added |
| Engineers Gate Manager LP | 6,887 | $389.0K | 0.02% | −3,061−30.8% | Reduced |
| Quadrature Capital Ltd | 6,990 | $394.0K | 0.02% | +1,241+21.6% | Added |
| IndexIQ Advisors LLC | 7,295 | $412.0K | 0.01% | +7,295 | New |
| Lido Advisors, LLC | 7,410 | $418.0K | 0.01% | +7,410 | New |
| State of Alaska, Department of Revenue | 7,736 | $436.0K | 0.00% | −140−1.8% | Reduced |
| New York State Common Retirement Fund | 7,800 | $440.0K | 0.00% | −95−1.2% | Reduced |
| Credit Suisse AG | 7,862 | $444.0K | 0.00% | +662+9.2% | Added |
| Texas Permanent School Fund | 7,883 | $445.0K | 0.01% | −169−2.1% | Reduced |
| Susquehanna Fundamental Investments, LLC | 8,451 | $477.0K | 0.01% | +450+5.6% | Added |
| Diversified Trust Co | 8,582 | $484.0K | 0.02% | +669+8.5% | Added |
| Summit Global Investments | 9,300 | $525.0K | 0.04% | +9,300 | New |
| Great West Life Assurance Co | 9,312 | $538.0K | 0.00% | 00.0% | Unchanged |
| Citigroup Inc | 9,576 | $540.0K | 0.00% | −188−1.9% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 9,586 | $541.0K | 0.01% | +1,182+14.1% | Added |
| Comerica Bank | 9,614 | $560.0K | 0.00% | −100−1.0% | Reduced |
| State Board of Administration of Florida Retirement System | 10,067 | $568.0K | 0.00% | 00.0% | Unchanged |
| UBS Asset Management Americas Inc | 10,100 | $569.8K | 0.00% | 00.0% | Unchanged |
| Wells Fargo & Company | 10,155 | $573.0K | 0.00% | +2,947+40.9% | Added |
| Yousif Capital Management, LLC | 10,205 | $576.0K | 0.01% | −81−0.8% | Reduced |
| Exchange Traded Concepts, LLC | 11,051 | $623.0K | 0.01% | −11,304−50.6% | Reduced |
| PDT Partners, LLC | 11,667 | $658.0K | 0.06% | −37−0.3% | Reduced |
| Prudential Financial Inc | 11,797 | $666.0K | 0.00% | −106−0.9% | Reduced |
| Gsa Capital Partners LLP | 11,836 | $668.0K | 0.09% | −13,386−53.1% | Reduced |
| Victory Capital Management Inc | 12,971 | $724.0K | 0.00% | +1,680+14.9% | Added |
| BNP Paribas Arbitrage, SA | 13,490 | $761.1K | 0.00% | −7,631−36.1% | Reduced |
| Martingale Asset Management L P | 14,055 | $794.0K | 0.01% | +850+6.4% | Added |
| STRS Ohio | 14,500 | $818.0K | 0.00% | +200+1.4% | Added |
| California State Teachers Retirement System | 14,572 | $822.0K | 0.00% | −1,063−6.8% | Reduced |
| Price T Rowe Associates Inc | 15,984 | $902.0K | 0.00% | +241+1.5% | Added |
| Capital Impact Advisors, LLC | 16,767 | $946.0K | 0.69% | +1,941+13.1% | Added |
| SEI Investments Co | 16,929 | $950.0K | 0.00% | +11,712+224.5% | Added |
| Seizert Capital Partners, LLC | 17,838 | $1.01M | 0.05% | 00.0% | Unchanged |
| Atom Investors LP | 18,720 | $1.06M | 0.49% | +7,362+64.8% | Added |
| Auxier Asset Management | 19,050 | $1.07M | 0.17% | 00.0% | Unchanged |
| State of Tennessee, Treasury Department | 19,084 | $1.08M | 0.00% | +7,910+70.8% | Added |
| M&T Bank Corp | 20,039 | $1.13M | 0.00% | +5,716+39.9% | Added |
| Public Sector Pension Investment Board | 20,813 | $1.17M | 0.01% | −1,870−8.2% | Reduced |
| Cubist Systematic Strategies, LLC | 21,463 | $1.21M | 0.01% | −4,803−18.3% | Reduced |
| Los Angeles Capital Management LLC | 21,551 | $1.22M | 0.00% | +2,270+11.8% | Added |
| Citadel Advisors LLC | 24,968 | $1.41M | 0.00% | −53,320−68.1% | Reduced |
| Rhumbline Advisers | 26,868 | $1.52M | 0.00% | +1,227+4.8% | Added |
| Bank of America Corp | 26,956 | $1.52M | 0.00% | +2,814+11.7% | Added |
| Swiss National Bank | 27,250 | $1.54M | 0.00% | +2,200+8.8% | Added |
| Jacobs Levy Equity Management, Inc | 28,874 | $1.63M | 0.01% | +270+0.9% | Added |
| Barclays PLC | 29,611 | $1.67M | 0.00% | −9,823−24.9% | Reduced |
| Legal & General Group Plc | 34,359 | $1.94M | 0.00% | −375−1.1% | Reduced |
| Two Sigma Investments, LP | 36,872 | $2.08M | 0.01% | −7,544−17.0% | Reduced |