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 2022
Institutional positions in Forrester Research, Inc. as of Sep 30, 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
- 127
- −5 vs. Q2 2022
- Shares held
- 10.5M
- +25.7K (+0.2%) vs. Q2 2022
- Total value
- $379.1M
- −$123.9M (−24.6%) vs. Q2 2022
- New holders
- 8
- 55 more added
- Sold out
- 13
- 41 more reduced
Compare with Q2 2022: 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 2022
Shares, value and share of portfolio for each institution holding Forrester Research, Inc.; share changes are against Q2 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Covestor Ltd | 3 | $0 | 0.00% | −72−96.0% | Reduced |
| Rockefeller Capital Management L.P. | 5 | $0 | 0.00% | −23−82.1% | Reduced |
| Farmers & Merchants Investments Inc | 8 | $0 | 0.00% | +8 | New |
| Meeder Asset Management Inc | 26 | $1.00K | 0.00% | −51−66.2% | Reduced |
| Lindbrook Capital, LLC | 26 | $1.00K | 0.00% | +26 | New |
| Parkside Financial Bank & Trust | 54 | $2.00K | 0.00% | −3−5.3% | Reduced |
| CWM, LLC | 59 | $2.00K | 0.00% | +59 | New |
| Sutton Wealth Advisors Inc. | 138 | $4.97K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 169 | $6.00K | 0.00% | +156+1,200.0% | Added |
| FMR LLC | 213 | $7.00K | 0.00% | −78−26.8% | Reduced |
| The PNC Financial Services Group, Inc. | 312 | $10.0K | 0.00% | +174+126.1% | Added |
| Huntington National Bank | 309 | $11.0K | 0.00% | 00.0% | Unchanged |
| Royal Bank of Canada | 338 | $12.0K | 0.00% | +72+27.1% | Added |
| Ellevest, Inc. | 362 | $13.0K | 0.00% | 00.0% | Unchanged |
| Point72 Hong Kong Ltd | 369 | $13.0K | 0.00% | +354+2,360.0% | Added |
| Advisor Group Holdings, Inc. | 392 | $14.0K | 0.00% | +14+3.7% | Added |
| Macquarie Group Ltd | 0 | $19.0K | 0.00% | −516−100.0% | Reduced |
| Allspring Global Investments Holdings, LLC | 532 | $19.0K | 0.00% | +532 | New |
| Metropolitan Life Insurance Co | 698 | $25.1K | 0.00% | 00.0% | Unchanged |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 848 | $31.0K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 966 | $34.0K | 0.00% | 00.0% | Unchanged |
| KBC Group NV | 947 | $34.0K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 972 | $35.0K | 0.00% | +34+3.6% | Added |
| Wells Fargo & Company | 1,014 | $37.0K | 0.00% | −106−9.5% | Reduced |
| Tower Research Capital LLC (TRC) | 1,360 | $49.0K | 0.00% | +698+105.4% | Added |
| Vestcor Inc | 1,522 | $55.0K | 0.00% | 00.0% | Unchanged |
| State of Wyoming | 1,615 | $58.0K | 0.03% | −116−6.7% | Reduced |
| Ensign Peak Advisors, Inc | 1,700 | $61.0K | 0.00% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 2,214 | $79.0K | 0.00% | +608+37.9% | Added |
| Mutual of America Capital Management LLC | 2,227 | $80.0K | 0.00% | +388+21.1% | Added |
| Quantbot Technologies LP | 2,474 | $89.0K | 0.01% | +104+4.4% | Added |
| Teachers Retirement System of the State of Kentucky | 3,302 | $119.0K | 0.00% | +3,302 | New |
| Oregon Public Employees Retirement Fund | 3,614 | $130.0K | 0.00% | −29−0.8% | Reduced |
| Contravisory Investment Management, Inc. | 4,008 | $144.0K | 0.05% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 4,400 | $158.0K | 0.00% | 00.0% | Unchanged |
| Deutsche Bank AG | 5,157 | $186.0K | 0.00% | −726−12.3% | Reduced |
| MetLife Investment Management | 5,365 | $193.2K | 0.00% | 00.0% | Unchanged |
| Amalgamated Bank | 5,447 | $196.0K | 0.00% | +118+2.2% | Added |
| CWM Advisors, LLC | 5,734 | $206.0K | 0.03% | +1,274+28.6% | Added |
| UBS Asset Management Americas Inc | 5,776 | $208.0K | 0.00% | −6,461−52.8% | Reduced |
| American International Group, Inc. | 6,188 | $223.0K | 0.00% | +86+1.4% | Added |
| Citigroup Inc | 6,831 | $246.0K | 0.00% | +605+9.7% | Added |
| Alliancebernstein L.P. | 7,043 | $254.0K | 0.00% | +451+6.8% | Added |
| Jump Financial, LLC | 7,400 | $266.0K | 0.01% | +184+2.5% | Added |
| State of Alaska, Department of Revenue | 7,753 | $279.0K | 0.00% | −523−6.3% | Reduced |
| New York State Common Retirement Fund | 7,901 | $285.0K | 0.00% | +537+7.3% | Added |
| Credit Suisse AG | 7,986 | $287.0K | 0.00% | +59+0.7% | Added |
| Texas Permanent School Fund | 8,058 | $290.0K | 0.00% | +125+1.6% | Added |
| New York State Teachers Retirement System | 8,382 | $302.0K | 0.00% | 00.0% | Unchanged |
| Diversified Trust Co | 8,582 | $309.0K | 0.01% | 00.0% | Unchanged |
| New York Life Investment Management LLC | 8,921 | $321.0K | 0.00% | +656+7.9% | Added |
| Yousif Capital Management, LLC | 9,032 | $325.0K | 0.00% | −98−1.1% | Reduced |
| Lido Advisors, LLC | 9,310 | $335.0K | 0.01% | +2,008+27.5% | Added |
| Comerica Bank | 8,504 | $338.0K | 0.00% | −915−9.7% | Reduced |
| Citadel Advisors LLC | 9,442 | $340.0K | 0.00% | −1,572−14.3% | Reduced |
| State Board of Administration of Florida Retirement System | 10,067 | $363.0K | 0.00% | 00.0% | Unchanged |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 10,203 | $367.0K | 0.00% | +223+2.2% | Added |
| Capital Impact Advisors, LLC | 10,937 | $369.0K | 0.37% | +1,316+13.7% | Added |
| Trexquant Investment LP | 10,561 | $380.0K | 0.01% | +4,215+66.4% | Added |
| BNP Paribas Arbitrage, SA | 10,724 | $386.2K | 0.00% | +4,616+75.6% | Added |
| Victory Capital Management Inc | 10,752 | $387.0K | 0.00% | +794+8.0% | Added |
| Squarepoint Ops LLC | 11,258 | $405.0K | 0.00% | +5,591+98.7% | Added |
| Prudential Financial Inc | 11,412 | $411.0K | 0.00% | +50.0% | Added |
| Great West Life Assurance Co | 11,646 | $418.0K | 0.00% | +782+7.2% | Added |
| Engineers Gate Manager LP | 11,644 | $419.0K | 0.03% | +3,563+44.1% | Added |
| Russell Investments Group, Ltd. | 11,997 | $431.0K | 0.00% | −148−1.2% | Reduced |
| Winton Group Ltd | 13,139 | $473.0K | 0.03% | +4,675+55.2% | Added |
| Seizert Capital Partners, LLC | 13,249 | $477.0K | 0.03% | −4,589−25.7% | Reduced |
| State of Tennessee, Treasury Department | 13,475 | $486.0K | 0.00% | −5,609−29.4% | Reduced |
| Summit Global Investments | 13,500 | $486.0K | 0.04% | +400+3.1% | Added |
| M&T Bank Corp | 13,722 | $494.0K | 0.00% | −7,184−34.4% | Reduced |
| STRS Ohio | 14,200 | $511.0K | 0.00% | 00.0% | Unchanged |
| California State Teachers Retirement System | 14,211 | $512.0K | 0.00% | −220−1.5% | Reduced |
| Price T Rowe Associates Inc | 14,938 | $538.0K | 0.00% | −1,660−10.0% | Reduced |
| Man Group plc | 15,241 | $549.0K | 0.00% | – | – |
| Martingale Asset Management L P | 15,614 | $563.0K | 0.01% | +351+2.3% | Added |
| Teacher Retirement System of Texas | 16,733 | $603.0K | 0.00% | +16,733 | New |
| Cubist Systematic Strategies, LLC | 17,423 | $627.0K | 0.00% | −9,162−34.5% | Reduced |
| Barclays PLC | 18,133 | $652.0K | 0.00% | −4,212−18.8% | Reduced |
| Bank of America Corp | 18,217 | $657.0K | 0.00% | +4,924+37.0% | Added |
| Auxier Asset Management | 19,050 | $686.0K | 0.13% | 00.0% | Unchanged |
| Public Sector Pension Investment Board | 20,267 | $730.0K | 0.01% | 00.0% | Unchanged |
| Los Angeles Capital Management LLC | 21,271 | $766.0K | 0.00% | 00.0% | Unchanged |
| UBS Group AG | 22,228 | $800.0K | 0.00% | +21,822+5,374.9% | Added |
| Two Sigma Investments, LP | 22,591 | $814.0K | 0.00% | −6,601−22.6% | Reduced |
| JPMorgan Chase & Co | 25,072 | $903.0K | 0.00% | +37+0.1% | Added |
| Cornercap Investment Counsel Inc | 25,401 | $915.0K | 0.17% | +5,031+24.7% | Added |
| Swiss National Bank | 26,850 | $967.0K | 0.00% | −400−1.5% | Reduced |
| Allianz Asset Management GmbH | 28,873 | $1.04M | 0.00% | +28,873 | New |
| Rhumbline Advisers | 29,341 | $1.06M | 0.00% | +1,542+5.5% | Added |
| Legal & General Group Plc | 33,163 | $1.19M | 0.00% | −1,613−4.6% | Reduced |
| Two Sigma Advisers, LP | 38,303 | $1.38M | 0.00% | −3,500−8.4% | Reduced |
| SEI Investments Co | 38,579 | $1.39M | 0.00% | +8,171+26.9% | Added |
| Jacobs Levy Equity Management, Inc | 39,630 | $1.43M | 0.01% | +463+1.2% | Added |
| Cambiar Investors LLC | 40,388 | $1.45M | 0.07% | +40,388 | New |
| Ameriprise Financial Inc | 46,593 | $1.68M | 0.00% | −354−0.8% | Reduced |
| Cooper Creek Partners Management LLC | 46,779 | $1.69M | 0.18% | 00.0% | Unchanged |
| Arrowstreet Capital, Limited Partnership | 46,889 | $1.69M | 0.00% | −12,069−20.5% | Reduced |
| Oberweis Asset Management Inc | 58,000 | $2.09M | 0.49% | +2,400+4.3% | Added |
| Panagora Asset Management Inc | 58,409 | $2.10M | 0.01% | +3,555+6.5% | Added |