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 |
|---|---|---|---|---|---|
| AQR Capital Management LLC | 68,624 | $2.22M | 0.00% | −10,640−13.4% | Reduced |
| JPMorgan Chase & Co | 74,711 | $2.42M | 0.00% | +47,979+179.5% | Added |
| Federated Hermes, Inc. | 76,339 | $2.47M | 0.01% | +64,058+521.6% | Added |
| Norges Bank | 83,200 | $2.69M | 0.00% | 00.0% | Unchanged |
| Charles Schwab Investment Management Inc | 85,452 | $2.76M | 0.00% | +1,268+1.5% | Added |
| Bank of New York Mellon Corp | 106,884 | $3.46M | 0.00% | −1,848−1.7% | Reduced |
| GW&K Investment Management, LLC | 114,265 | $3.70M | 0.04% | −776−0.7% | Reduced |
| Morgan Stanley | 116,042 | $3.75M | 0.00% | −6,111−5.0% | Reduced |
| Pacer Advisors, Inc. | 129,195 | $4.18M | 0.02% | −7,781−5.7% | Reduced |
| UBS Group AG | 137,722 | $4.46M | 0.00% | +6,615+5.0% | Added |
| Invenomic Capital Management LP | 139,299 | $4.51M | 0.26% | +139,299 | New |
| American Capital Management Inc | 139,800 | $4.52M | 0.16% | 00.0% | Unchanged |
| Northern Trust Corp | 143,336 | $4.64M | 0.00% | +1,258+0.9% | Added |
| Assenagon Asset Management S.A. | 153,427 | $4.96M | 0.02% | 00.0% | Unchanged |
| Geode Capital Management, LLC | 231,811 | $7.50M | 0.00% | +7,474+3.3% | Added |
| ArrowMark Colorado Holdings LLC | 420,938 | $13.6M | 0.15% | +168,222+66.6% | Added |
| State Street Corp | 442,551 | $14.3M | 0.00% | +8,737+2.0% | Added |
| Dimensional Fund Advisors LP | 612,181 | $19.8M | 0.01% | −9,723−1.6% | Reduced |
| Renaissance Technologies LLC | 641,006 | $20.7M | 0.03% | −14,718−2.2% | Reduced |
| Vanguard Group Inc | 1,382,701 | $44.7M | 0.00% | +5,425+0.4% | Added |
| BlackRock Inc. | 1,827,380 | $59.1M | 0.00% | −49,300−2.6% | Reduced |
| Royce & Associates LP | 2,149,335 | $69.5M | 0.70% | +214,167+11.1% | Added |
| Hillsdale Investment Management Inc. | 0 | $0 | 0.00% | −85,000−100.0% | Sold out |
| Wellington Management Group LLP | 0 | $0 | 0.00% | −41,061−100.0% | Sold out |
| Moloney Securities Asset Management, LLC | 0 | $0 | 0.00% | −18,759−100.0% | Sold out |
| Teacher Retirement System of Texas | 0 | $0 | 0.00% | −15,297−100.0% | Sold out |
| Allianz Asset Management GmbH | 0 | $0 | 0.00% | −12,991−100.0% | Sold out |
| DuPont Capital Management Corp | 0 | $0 | 0.00% | −12,809−100.0% | Sold out |
| Lido Advisors, LLC | 0 | $0 | 0.00% | −10,414−100.0% | Sold out |
| Diversified Trust Co | 0 | $0 | 0.00% | −8,582−100.0% | Sold out |
| Jump Financial, LLC | 0 | $0 | 0.00% | −7,100−100.0% | Sold out |
| Seizert Capital Partners, LLC | 0 | $0 | 0.00% | −6,917−100.0% | Sold out |
| Mackenzie Financial Corp | 0 | $0 | 0.00% | −6,304−100.0% | Sold out |
| AlphaQ Advisors LLC | 0 | $0 | 0.00% | −5,804−100.0% | Sold out |
| Quantbot Technologies LP | 0 | $0 | 0.00% | −1,095−100.0% | Sold out |
| State of Wyoming | 0 | $0 | 0.00% | −724−100.0% | Sold out |
| Allspring Global Investments Holdings, LLC | 0 | $0 | 0.00% | −520−100.0% | Sold out |
| Sutton Wealth Advisors Inc. | 0 | $0 | 0.00% | −155−100.0% | Sold out |
| Fifth Third Bancorp | 0 | $0 | 0.00% | −28−100.0% | Sold out |
| Rockefeller Capital Management L.P. | 0 | $0 | 0.00% | −5−100.0% | Sold out |
| Comerica Bank | – | – | – | – | Not filed |