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 |
|---|---|---|---|---|---|
| Lazard Asset Management LLC | 2,883 | $103.0K | 0.00% | +669+30.2% | Added |
| Royal Bank of Canada | 2,289 | $82.0K | 0.00% | +1,951+577.2% | Added |
| Russell Investments Group, Ltd. | 1,362 | $48.7K | 0.00% | −10,635−88.6% | Reduced |
| Quadrant Capital Group LLC | 1,154 | $41.3K | 0.00% | +985+582.8% | Added |
| Quantbot Technologies LP | 1,095 | $39.2K | 0.00% | −1,379−55.7% | Reduced |
| US Bancorp | 992 | $35.5K | 0.00% | +20+2.1% | Added |
| Ameritas Investment Partners, Inc. | 966 | $35.3K | 0.00% | 00.0% | Unchanged |
| KBC Group NV | 947 | $34.0K | 0.00% | 00.0% | Unchanged |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 848 | $30.3K | 0.00% | 00.0% | Unchanged |
| State of Wyoming | 724 | $25.9K | 0.01% | −891−55.2% | Reduced |
| Metropolitan Life Insurance Co | 698 | $25.0K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 689 | $24.6K | 0.00% | +377+120.8% | Added |
| Wells Fargo & Company | 583 | $20.8K | 0.00% | −431−42.5% | Reduced |
| Allspring Global Investments Holdings, LLC | 520 | $18.6K | 0.00% | −12−2.3% | Reduced |
| Advisor Group Holdings, Inc. | 409 | $15.0K | 0.00% | +17+4.3% | Added |
| FMR LLC | 386 | $13.8K | 0.00% | +173+81.2% | Added |
| Tower Research Capital LLC (TRC) | 363 | $13.0K | 0.00% | −997−73.3% | Reduced |
| New Hampshire Trust | 330 | $11.8K | 0.00% | +330 | New |
| Huntington National Bank | 303 | $10.8K | 0.00% | −6−1.9% | Reduced |
| Ellevest, Inc. | 290 | $10.4K | 0.00% | −72−19.9% | Reduced |
| Sutton Wealth Advisors Inc. | 155 | $5.54K | 0.00% | +17+12.3% | Added |
| Parkside Financial Bank & Trust | 76 | $2.72K | 0.00% | +22+40.7% | Added |
| Signaturefd, LLC | 63 | $2.25K | 0.00% | +63 | New |
| CWM, LLC | 63 | $2.00K | 0.00% | +4+6.8% | Added |
| Fifth Third Bancorp | 28 | $1.00K | 0.00% | +28 | New |
| Lindbrook Capital, LLC | 16 | $572 | 0.00% | −10−38.5% | Reduced |
| Farmers & Merchants Investments Inc | 8 | $286 | 0.00% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 5 | $0 | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 4 | $0 | 0.00% | +1+33.3% | Added |
| Oberweis Asset Management Inc | 0 | $0 | 0.00% | −58,000−100.0% | Sold out |
| Arrowstreet Capital, Limited Partnership | 0 | $0 | 0.00% | −46,889−100.0% | Sold out |
| Squarepoint Ops LLC | 0 | $0 | 0.00% | −11,258−100.0% | Sold out |
| Trexquant Investment LP | 0 | $0 | 0.00% | −10,561−100.0% | Sold out |
| Contravisory Investment Management, Inc. | 0 | $0 | 0.00% | −4,008−100.0% | Sold out |
| Mutual of America Capital Management LLC | 0 | $0 | 0.00% | −2,227−100.0% | Sold out |
| Ensign Peak Advisors, Inc | 0 | $0 | 0.00% | −1,700−100.0% | Sold out |
| Macquarie Group Ltd | 0 | $0 | 0.00% | 0 | Sold out |
| Point72 Hong Kong Ltd | 0 | $0 | 0.00% | −369−100.0% | Sold out |
| Meeder Asset Management Inc | 0 | $0 | 0.00% | −26−100.0% | Sold out |