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 |
|---|---|---|---|---|---|
| Nisa Investment Advisors, LLC | 4,400 | $248.0K | 0.00% | 00.0% | Unchanged |
| CWM Advisors, LLC | 4,194 | $237.0K | 0.03% | −66−1.5% | Reduced |
| Oregon Public Employees Retirement Fund | 4,143 | $234.0K | 0.00% | −100−2.4% | Reduced |
| HSBC Holdings PLC | 3,863 | $220.0K | 0.00% | −5,276−57.7% | Reduced |
| Hightower 6M Holding, LLC | 3,878 | $219.0K | 0.02% | +3,878 | New |
| UBS Group AG | 3,620 | $204.0K | 0.00% | −4,146−53.4% | Reduced |
| Bank of Montreal | 3,518 | $200.0K | 0.00% | +3,518 | New |
| Alpha Paradigm Partners, LLC | 3,455 | $195.0K | 0.08% | −6,000−63.5% | Reduced |
| Teachers Retirement System of the State of Kentucky | 3,100 | $175.0K | 0.00% | 00.0% | Unchanged |
| Ensign Peak Advisors, Inc | 1,700 | $96.0K | 0.00% | 00.0% | Unchanged |
| Mutual of America Capital Management LLC | 1,601 | $90.0K | 0.00% | +81+5.3% | Added |
| State of Wyoming | 1,458 | $82.0K | 0.04% | +903+162.7% | Added |
| US Bancorp | 1,025 | $58.0K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 966 | $55.0K | 0.00% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 946 | $53.0K | 0.00% | +846+846.0% | Added |
| Royal Bank of Canada | 894 | $50.0K | 0.00% | −1,299−59.2% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 848 | $48.0K | 0.00% | 00.0% | Unchanged |
| Metropolitan Life Insurance Co | 698 | $39.4K | 0.00% | −2,021−74.3% | Reduced |
| Macquarie Group Ltd | 516 | $29.0K | 0.00% | 00.0% | Unchanged |
| Captrust Financial Advisors | 469 | $26.0K | 0.00% | +335+250.0% | Added |
| Advisor Group Holdings, Inc. | 382 | $22.0K | 0.00% | −5,547−93.6% | Reduced |
| Ellevest, Inc. | 366 | $21.0K | 0.00% | +366 | New |
| 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 |
| Sutton Wealth Advisors Inc. | 143 | $8.07K | 0.00% | +2+1.4% | Added |
| Covestor Ltd | 85 | $5.00K | 0.00% | +3+3.7% | Added |
| Bessemer Group Inc | 78 | $4.00K | 0.00% | −15−16.1% | Reduced |
| Parkside Financial Bank & Trust | 57 | $3.00K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 43 | $2.00K | 0.00% | −270−86.3% | Reduced |
| Huntington National Bank | 43 | $2.00K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 13 | $1.00K | 0.00% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 9 | $1.00K | 0.00% | +9 | New |
| Signaturefd, LLC | 5 | $0 | 0.00% | +5 | New |
| Global Retirement Partners, LLC | 6 | $0 | 0.00% | +6 | New |
| Jane Street Group, LLC | 0 | $0 | 0.00% | −11,551−100.0% | Sold out |
| Tudor Investment Corp Et Al | 0 | $0 | 0.00% | −11,232−100.0% | Sold out |
| Marshall Wace, LLP | 0 | $0 | 0.00% | −10,165−100.0% | Sold out |
| Putnam Investments LLC | 0 | $0 | 0.00% | −8,978−100.0% | Sold out |
| Canada Pension Plan Investment Board | 0 | $0 | 0.00% | −5,000−100.0% | Sold out |
| Connor, Clark & Lunn Investment Management Ltd. | 0 | $0 | 0.00% | −4,247−100.0% | Sold out |
| Paloma Partners Management Co | 0 | $0 | 0.00% | −4,115−100.0% | Sold out |
| Point72 Hong Kong Ltd | 0 | $0 | 0.00% | −296−100.0% | Sold out |
| Eaton Vance Management | 0 | $0 | 0.00% | −175−100.0% | Sold out |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 0 | $0 | 0.00% | −157−100.0% | Sold out |
| 6 Meridian | – | – | – | – | Not filed |