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 2022
Institutional positions in Forrester Research, Inc. as of Dec 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
- 129
- +2 vs. Q3 2022
- Shares held
- 10.6M
- +99.8K (+0.9%) vs. Q3 2022
- Total value
- $380.0M
- +$922.7K (+0.2%) vs. Q3 2022
- New holders
- 12
- 59 more added
- Sold out
- 10
- 40 more reduced
Compare with Q3 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, Q4 2022
Shares, value and share of portfolio for each institution holding Forrester Research, Inc.; share changes are against Q3 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Rockefeller Capital Management L.P. | 5 | $0 | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 4 | $0 | 0.00% | +1+33.3% | Added |
| Farmers & Merchants Investments Inc | 8 | $286 | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 16 | $572 | 0.00% | −10−38.5% | Reduced |
| Fifth Third Bancorp | 28 | $1.00K | 0.00% | +28 | New |
| CWM, LLC | 63 | $2.00K | 0.00% | +4+6.8% | Added |
| Signaturefd, LLC | 63 | $2.25K | 0.00% | +63 | New |
| Parkside Financial Bank & Trust | 76 | $2.72K | 0.00% | +22+40.7% | Added |
| Sutton Wealth Advisors Inc. | 155 | $5.54K | 0.00% | +17+12.3% | Added |
| Ellevest, Inc. | 290 | $10.4K | 0.00% | −72−19.9% | Reduced |
| Huntington National Bank | 303 | $10.8K | 0.00% | −6−1.9% | Reduced |
| New Hampshire Trust | 330 | $11.8K | 0.00% | +330 | New |
| Tower Research Capital LLC (TRC) | 363 | $13.0K | 0.00% | −997−73.3% | Reduced |
| FMR LLC | 386 | $13.8K | 0.00% | +173+81.2% | Added |
| Advisor Group Holdings, Inc. | 409 | $15.0K | 0.00% | +17+4.3% | Added |
| Allspring Global Investments Holdings, LLC | 520 | $18.6K | 0.00% | −12−2.3% | Reduced |
| Wells Fargo & Company | 583 | $20.8K | 0.00% | −431−42.5% | Reduced |
| The PNC Financial Services Group, Inc. | 689 | $24.6K | 0.00% | +377+120.8% | Added |
| Metropolitan Life Insurance Co | 698 | $25.0K | 0.00% | 00.0% | Unchanged |
| State of Wyoming | 724 | $25.9K | 0.01% | −891−55.2% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 848 | $30.3K | 0.00% | 00.0% | Unchanged |
| KBC Group NV | 947 | $34.0K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 966 | $35.3K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 992 | $35.5K | 0.00% | +20+2.1% | Added |
| Quantbot Technologies LP | 1,095 | $39.2K | 0.00% | −1,379−55.7% | Reduced |
| Quadrant Capital Group LLC | 1,154 | $41.3K | 0.00% | +985+582.8% | Added |
| Russell Investments Group, Ltd. | 1,362 | $48.7K | 0.00% | −10,635−88.6% | Reduced |
| Royal Bank of Canada | 2,289 | $82.0K | 0.00% | +1,951+577.2% | Added |
| Lazard Asset Management LLC | 2,883 | $103.0K | 0.00% | +669+30.2% | Added |
| Teachers Retirement System of the State of Kentucky | 3,302 | $118.0K | 0.00% | 00.0% | Unchanged |
| Oregon Public Employees Retirement Fund | 3,713 | $132.8K | 0.00% | +99+2.7% | Added |
| Nisa Investment Advisors, LLC | 4,400 | $157.0K | 0.00% | 00.0% | Unchanged |
| Deutsche Bank AG | 5,257 | $188.0K | 0.00% | +100+1.9% | Added |
| MetLife Investment Management | 5,365 | $191.9K | 0.00% | 00.0% | Unchanged |
| Amalgamated Bank | 5,447 | $195.0K | 0.00% | 00.0% | Unchanged |
| UBS Asset Management Americas Inc | 5,776 | $206.6K | 0.00% | 00.0% | Unchanged |
| AlphaQ Advisors LLC | 5,804 | $207.6K | 0.18% | +5,804 | New |
| American International Group, Inc. | 6,143 | $219.7K | 0.00% | −45−0.7% | Reduced |
| Mackenzie Financial Corp | 6,304 | $225.4K | 0.00% | +6,304 | New |
| CWM Advisors, LLC | 6,599 | $236.0K | 0.03% | +865+15.1% | Added |
| Comerica Bank | 6,653 | $242.0K | 0.00% | −1,851−21.8% | Reduced |
| State of Wisconsin Investment Board | 6,819 | $243.8K | 0.00% | +6,819 | New |
| Seizert Capital Partners, LLC | 6,917 | $247.4K | 0.01% | −6,332−47.8% | Reduced |
| Yousif Capital Management, LLC | 7,077 | $253.1K | 0.00% | −1,955−21.6% | Reduced |
| Jump Financial, LLC | 7,100 | $253.9K | 0.01% | −300−4.1% | Reduced |
| Texas Permanent School Fund | 7,557 | $270.0K | 0.00% | −501−6.2% | Reduced |
| State of Alaska, Department of Revenue | 7,827 | $279.0K | 0.00% | +74+1.0% | Added |
| Alliancebernstein L.P. | 8,159 | $291.8K | 0.00% | +1,116+15.8% | Added |
| New York State Teachers Retirement System | 8,282 | $296.0K | 0.00% | −100−1.2% | Reduced |
| Citigroup Inc | 8,419 | $301.1K | 0.00% | +1,588+23.2% | Added |
| Diversified Trust Co | 8,582 | $307.0K | 0.01% | 00.0% | Unchanged |
| State Board of Administration of Florida Retirement System | 8,607 | $307.8K | 0.00% | −1,460−14.5% | Reduced |
| New York State Common Retirement Fund | 8,667 | $309.9K | 0.00% | +766+9.7% | Added |
| Vestcor Inc | 8,754 | $313.0K | 0.01% | +7,232+475.2% | Added |
| New York Life Investment Management LLC | 10,051 | $359.4K | 0.00% | +1,130+12.7% | Added |
| Lido Advisors, LLC | 10,414 | $372.4K | 0.01% | +1,104+11.9% | Added |
| STRS Ohio | 10,800 | $386.0K | 0.00% | −3,400−23.9% | Reduced |
| Prudential Financial Inc | 11,407 | $407.9K | 0.00% | −50.0% | Reduced |
| Winton Group Ltd | 12,005 | $429.3K | 0.03% | −1,134−8.6% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 12,030 | $430.0K | 0.00% | +1,827+17.9% | Added |
| Federated Hermes, Inc. | 12,281 | $439.2K | 0.00% | +12,281 | New |
| BNP Paribas Arbitrage, SA | 12,412 | $443.9K | 0.00% | +1,688+15.7% | Added |
| DuPont Capital Management Corp | 12,809 | $458.1K | 0.02% | +12,809 | New |
| Allianz Asset Management GmbH | 12,991 | $464.6K | 0.00% | −15,882−55.0% | Reduced |
| Voya Investment Management LLC | 13,245 | $473.6K | 0.00% | +13,245 | New |
| Engineers Gate Manager LP | 13,344 | $477.2K | 0.03% | +1,700+14.6% | Added |
| Summit Global Investments | 13,600 | $486.0K | 0.04% | +100+0.7% | Added |
| Barclays PLC | 13,849 | $495.2K | 0.00% | −4,284−23.6% | Reduced |
| Great West Life Assurance Co | 13,933 | $499.0K | 0.00% | +2,287+19.6% | Added |
| PEAK6 Investments LLC | 14,107 | $504.5K | 0.03% | +14,107 | New |
| California State Teachers Retirement System | 14,400 | $514.9K | 0.00% | +189+1.3% | Added |
| Man Group plc | 14,790 | $528.9K | 0.00% | −451−3.0% | Reduced |
| Teacher Retirement System of Texas | 15,297 | $547.0K | 0.00% | −1,436−8.6% | Reduced |
| Bank of America Corp | 15,367 | $549.5K | 0.00% | −2,850−15.6% | Reduced |
| Martingale Asset Management L P | 15,614 | $558.4K | 0.01% | 00.0% | Unchanged |
| Credit Suisse AG | 15,649 | $559.6K | 0.00% | +7,663+96.0% | Added |
| Victory Capital Management Inc | 16,792 | $600.5K | 0.00% | +6,040+56.2% | Added |
| Capital Impact Advisors, LLC | 17,277 | $617.8K | 0.60% | +6,340+58.0% | Added |
| Citadel Advisors LLC | 17,289 | $618.3K | 0.00% | +7,847+83.1% | Added |
| M&T Bank Corp | 17,389 | $622.1K | 0.00% | +3,667+26.7% | Added |
| State of Tennessee, Treasury Department | 17,654 | $631.0K | 0.00% | +4,179+31.0% | Added |
| Price T Rowe Associates Inc | 18,677 | $668.0K | 0.00% | +3,739+25.0% | Added |
| Moloney Securities Asset Management, LLC | 18,759 | $670.8K | 0.15% | +18,759 | New |
| Auxier Asset Management | 19,050 | $681.2K | 0.12% | 00.0% | Unchanged |
| Public Sector Pension Investment Board | 20,267 | $724.7K | 0.01% | 00.0% | Unchanged |
| Los Angeles Capital Management LLC | 20,971 | $749.9K | 0.00% | −300−1.4% | Reduced |
| Millennium Management LLC | 24,836 | $888.0K | 0.00% | −147,608−85.6% | Reduced |
| Two Sigma Investments, LP | 25,888 | $925.8K | 0.00% | +3,297+14.6% | Added |
| JPMorgan Chase & Co | 26,732 | $956.0K | 0.00% | +1,660+6.6% | Added |
| Swiss National Bank | 27,450 | $981.6K | 0.00% | +600+2.2% | Added |
| Cubist Systematic Strategies, LLC | 28,462 | $1.02M | 0.01% | +11,039+63.4% | Added |
| Cornercap Investment Counsel Inc | 30,140 | $1.08M | 0.19% | +4,739+18.7% | Added |
| Rhumbline Advisers | 31,867 | $1.14M | 0.00% | +2,526+8.6% | Added |
| Legal & General Group Plc | 34,424 | $1.23M | 0.00% | +1,261+3.8% | Added |
| Thrivent Financial for Lutherans | 36,588 | $1.31M | 0.00% | −30,157−45.2% | Reduced |
| Two Sigma Advisers, LP | 38,103 | $1.36M | 0.00% | −200−0.5% | Reduced |
| SEI Investments Co | 40,218 | $1.44M | 0.00% | +1,639+4.2% | Added |
| Wellington Management Group LLP | 41,061 | $1.47M | 0.00% | +41,061 | New |
| Jacobs Levy Equity Management, Inc | 42,159 | $1.51M | 0.01% | +2,529+6.4% | Added |
| Ameriprise Financial Inc | 43,906 | $1.57M | 0.00% | −2,687−5.8% | Reduced |