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 2023
Institutional positions in Forrester Research, Inc. as of Mar 31, 2023. 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
- 122
- −6 vs. Q4 2022
- Shares held
- 10.8M
- +131.5K (+1.2%) vs. Q4 2022
- Total value
- $348.2M
- −$31.5M (−8.3%) vs. Q4 2022
- New holders
- 12
- 41 more added
- Sold out
- 18
- 51 more reduced
1 institution that held it in Q4 2022 haven't filed for Q1 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2023
Shares, value and share of portfolio for each institution holding Forrester Research, Inc.; share changes are against Q4 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| CWM, LLC | 15 | $0 | 0.00% | −48−76.2% | Reduced |
| Farmers & Merchants Investments Inc | 8 | $259 | 0.00% | 00.0% | Unchanged |
| Belpointe Asset Management LLC | 8 | $259 | 0.00% | +8 | New |
| Signaturefd, LLC | 25 | $809 | 0.00% | −38−60.3% | Reduced |
| Parkside Financial Bank & Trust | 34 | $1.10K | 0.00% | −42−55.3% | Reduced |
| Massmutual Trust Co FSB | 63 | $2.04K | 0.00% | +63 | New |
| Lindbrook Capital, LLC | 71 | $2.30K | 0.00% | +55+343.8% | Added |
| The PNC Financial Services Group, Inc. | 141 | $4.56K | 0.00% | −548−79.5% | Reduced |
| Quadrant Capital Group LLC | 282 | $9.12K | 0.00% | −872−75.6% | Reduced |
| Huntington National Bank | 308 | $9.96K | 0.00% | +5+1.7% | Added |
| Russell Investments Group, Ltd. | 319 | $10.3K | 0.00% | −1,043−76.6% | Reduced |
| New Hampshire Trust | 330 | $10.7K | 0.00% | 00.0% | Unchanged |
| Ellevest, Inc. | 390 | $12.6K | 0.00% | +100+34.5% | Added |
| Advisor Group Holdings, Inc. | 401 | $13.0K | 0.00% | −8−2.0% | Reduced |
| Point72 Middle East FZE | 654 | $21.1K | 0.00% | +654 | New |
| Metropolitan Life Insurance Co | 698 | $22.6K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 760 | $25.0K | 0.00% | +397+109.4% | Added |
| FMR LLC | 790 | $25.6K | 0.00% | +404+104.7% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 848 | $27.4K | 0.00% | 00.0% | Unchanged |
| Aquatic Capital Management LLC | 900 | $29.0K | 0.00% | +900 | New |
| US Bancorp | 938 | $30.3K | 0.00% | −54−5.4% | Reduced |
| KBC Group NV | 947 | $31.0K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 966 | $31.3K | 0.00% | 00.0% | Unchanged |
| Royal Bank of Canada | 1,170 | $37.0K | 0.00% | −1,119−48.9% | Reduced |
| Covestor Ltd | 1,182 | $38.0K | 0.03% | +1,178+29,450.0% | Added |
| Amundi | 1,790 | $56.4K | 0.00% | +1,790 | New |
| STRS Ohio | 2,900 | $93.0K | 0.00% | −7,900−73.1% | Reduced |
| Lazard Asset Management LLC | 2,883 | $93.0K | 0.00% | 00.0% | Unchanged |
| Wells Fargo & Company | 2,926 | $94.7K | 0.00% | +2,343+401.9% | Added |
| Teachers Retirement System of the State of Kentucky | 3,302 | $107.0K | 0.00% | 00.0% | Unchanged |
| Oregon Public Employees Retirement Fund | 3,733 | $120.8K | 0.00% | +20+0.5% | Added |
| PEAK6 Investments LLC | 3,822 | $123.6K | 0.01% | −10,285−72.9% | Reduced |
| Nisa Investment Advisors, LLC | 4,400 | $142.0K | 0.00% | 00.0% | Unchanged |
| Amalgamated Bank | 5,110 | $165.0K | 0.00% | −337−6.2% | Reduced |
| MetLife Investment Management | 5,365 | $173.6K | 0.00% | 00.0% | Unchanged |
| Vestcor Inc | 5,832 | $189.0K | 0.01% | −2,922−33.4% | Reduced |
| American International Group, Inc. | 6,171 | $199.6K | 0.00% | +28+0.5% | Added |
| SG Americas Securities, LLC | 6,182 | $200.0K | 0.00% | +6,182 | New |
| Alliancebernstein L.P. | 6,300 | $203.8K | 0.00% | −1,859−22.8% | Reduced |
| Yousif Capital Management, LLC | 6,327 | $204.7K | 0.00% | −750−10.6% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 6,694 | $216.6K | 0.03% | +6,694 | New |
| UBS Asset Management Americas Inc | 7,312 | $236.5K | 0.00% | +1,536+26.6% | Added |
| Citigroup Inc | 7,534 | $243.7K | 0.00% | −885−10.5% | Reduced |
| Deutsche Bank AG | 7,631 | $246.9K | 0.00% | +2,374+45.2% | Added |
| State of Alaska, Department of Revenue | 7,697 | $248.0K | 0.00% | −130−1.7% | Reduced |
| Quadrature Capital Ltd | 7,809 | $251.9K | 0.01% | +7,809 | New |
| New York State Teachers Retirement System | 8,282 | $268.0K | 0.00% | 00.0% | Unchanged |
| CWM Advisors, LLC | 8,479 | $274.3K | 0.03% | +1,880+28.5% | Added |
| State Board of Administration of Florida Retirement System | 8,607 | $278.4K | 0.00% | 00.0% | Unchanged |
| New York State Common Retirement Fund | 8,667 | $280.4K | 0.00% | 00.0% | Unchanged |
| Victory Capital Management Inc | 8,911 | $288.3K | 0.00% | −7,881−46.9% | Reduced |
| Texas Permanent School Fund | 10,081 | $326.1K | 0.00% | +2,524+33.4% | Added |
| Susquehanna International Group, LLP | 10,363 | $335.2K | 0.00% | +10,363 | New |
| Winton Group Ltd | 10,831 | $350.4K | 0.02% | −1,174−9.8% | Reduced |
| Capital Impact Advisors, LLC | 10,980 | $355.2K | 0.44% | −6,297−36.4% | Reduced |
| Martingale Asset Management L P | 10,993 | $355.6K | 0.01% | −4,621−29.6% | Reduced |
| Prudential Financial Inc | 11,057 | $357.7K | 0.00% | −350−3.1% | Reduced |
| Summit Global Investments | 11,100 | $359.0K | 0.03% | −2,500−18.4% | Reduced |
| Graham Capital Management, L.P. | 11,313 | $366.0K | 0.01% | +11,313 | New |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 11,902 | $385.0K | 0.00% | −128−1.1% | Reduced |
| Voya Investment Management LLC | 13,281 | $429.6K | 0.00% | +36+0.3% | Added |
| Man Group plc | – | $438.1K | 0.00% | – | – |
| Barclays PLC | 13,691 | $442.9K | 0.00% | −158−1.1% | Reduced |
| Price T Rowe Associates Inc | 13,728 | $445.0K | 0.00% | −4,949−26.5% | Reduced |
| California State Teachers Retirement System | 14,248 | $460.9K | 0.00% | −152−1.1% | Reduced |
| Jacobs Levy Equity Management, Inc | 14,251 | $461.0K | 0.00% | −27,908−66.2% | Reduced |
| New York Life Investment Management LLC | 14,590 | $472.0K | 0.01% | +4,539+45.2% | Added |
| State of Tennessee, Treasury Department | 14,767 | $477.7K | 0.00% | −2,887−16.4% | Reduced |
| BNP Paribas Arbitrage, SA | 15,119 | $489.1K | 0.00% | +2,707+21.8% | Added |
| Numerai GP LLC | 16,558 | $535.7K | 0.18% | +16,558 | New |
| Credit Suisse AG | 16,587 | $536.6K | 0.00% | +938+6.0% | Added |
| Great West Life Assurance Co | 17,148 | $553.0K | 0.00% | +3,215+23.1% | Added |
| State of Wisconsin Investment Board | 17,638 | $570.6K | 0.00% | +10,819+158.7% | Added |
| Engineers Gate Manager LP | 17,953 | $580.8K | 0.02% | +4,609+34.5% | Added |
| Los Angeles Capital Management LLC | 19,101 | $617.9K | 0.00% | −1,870−8.9% | Reduced |
| Public Sector Pension Investment Board | 19,770 | $639.6K | 0.00% | −497−2.5% | Reduced |
| Cubist Systematic Strategies, LLC | 20,266 | $655.6K | 0.01% | −8,196−28.8% | Reduced |
| Swiss National Bank | 24,650 | $797.4K | 0.00% | −2,800−10.2% | Reduced |
| Auxier Asset Management | 25,550 | $826.5K | 0.14% | +6,500+34.1% | Added |
| Bank of America Corp | 26,044 | $842.5K | 0.00% | +10,677+69.5% | Added |
| SEI Investments Co | 26,090 | $844.0K | 0.00% | −14,128−35.1% | Reduced |
| Acadian Asset Management LLC | 27,189 | $879.0K | 0.00% | −76,967−73.9% | Reduced |
| Cornercap Investment Counsel Inc | 29,428 | $952.0K | 0.17% | −712−2.4% | Reduced |
| Nuveen Asset Management, LLC | 32,283 | $1.04M | 0.00% | −11,656−26.5% | Reduced |
| M&T Bank Corp | 33,142 | $1.07M | 0.00% | +15,753+90.6% | Added |
| Millennium Management LLC | 33,255 | $1.08M | 0.00% | +8,419+33.9% | Added |
| Rhumbline Advisers | 33,604 | $1.09M | 0.00% | +1,737+5.5% | Added |
| Thrivent Financial for Lutherans | 36,959 | $1.20M | 0.00% | +371+1.0% | Added |
| Legal & General Group Plc | 37,241 | $1.20M | 0.00% | +2,817+8.2% | Added |
| Ameriprise Financial Inc | 41,927 | $1.36M | 0.00% | −1,979−4.5% | Reduced |
| Goldman Sachs Group Inc | 44,832 | $1.45M | 0.00% | −2,036−4.3% | Reduced |
| Massachusetts Financial Services Co | 45,463 | $1.47M | 0.00% | −54,268−54.4% | Reduced |
| Invesco Ltd. | 46,204 | $1.49M | 0.00% | −154,856−77.0% | Reduced |
| Cooper Creek Partners Management LLC | 46,779 | $1.51M | 0.11% | 00.0% | Unchanged |
| Two Sigma Investments, LP | 47,323 | $1.53M | 0.00% | +21,435+82.8% | Added |
| Two Sigma Advisers, LP | 56,003 | $1.81M | 0.00% | +17,900+47.0% | Added |
| Panagora Asset Management Inc | 58,841 | $1.90M | 0.01% | +334+0.6% | Added |
| Cambiar Investors LLC | 64,039 | $2.07M | 0.09% | −504−0.8% | Reduced |
| Citadel Advisors LLC | 65,436 | $2.12M | 0.00% | +48,147+278.5% | Added |
| Principal Financial Group Inc | 67,926 | $2.20M | 0.00% | −1,563−2.2% | Reduced |