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, Q2 2023
Institutional positions in Forrester Research, Inc. as of Jun 30, 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
- 105
- −17 vs. Q1 2023
- Shares held
- 10.8M
- +4.43K (0.0%) vs. Q1 2023
- Total value
- $312.9M
- −$35.3M (−10.1%) vs. Q1 2023
- New holders
- 11
- 41 more added
- Sold out
- 28
- 40 more reduced
Compare with Q1 2023: 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, Q2 2023
Shares, value and share of portfolio for each institution holding Forrester Research, Inc.; share changes are against Q1 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Covestor Ltd | 4 | $0 | 0.00% | −1,178−99.7% | Reduced |
| Huntington National Bank | 1 | $29 | 0.00% | −307−99.7% | Reduced |
| Parallel Advisors, LLC | 3 | $87 | 0.00% | +3 | New |
| Farmers & Merchants Investments Inc | 8 | $233 | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 11 | $320 | 0.00% | +11 | New |
| Parkside Financial Bank & Trust | 12 | $350 | 0.00% | −22−64.7% | Reduced |
| Quadrant Capital Group LLC | 39 | $1.14K | 0.00% | −243−86.2% | Reduced |
| CWM, LLC | 115 | $3.00K | 0.00% | +100+666.7% | Added |
| Simplex Trading, LLC | 261 | $7.00K | 0.00% | +261 | New |
| Tower Research Capital LLC (TRC) | 315 | $9.16K | 0.00% | −445−58.6% | Reduced |
| Russell Investments Group, Ltd. | 399 | $11.6K | 0.00% | +80+25.1% | Added |
| Quantbot Technologies LP | 618 | $18.0K | 0.00% | +618 | New |
| FMR LLC | 663 | $19.3K | 0.00% | −127−16.1% | Reduced |
| Metropolitan Life Insurance Co | 698 | $20.3K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 713 | $20.7K | 0.00% | +312+77.8% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 848 | $24.7K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 945 | $27.5K | 0.00% | +7+0.7% | Added |
| KBC Group NV | 947 | $28.0K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 966 | $28.1K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 1,022 | $29.7K | 0.00% | +881+624.8% | Added |
| Royal Bank of Canada | 1,919 | $55.0K | 0.00% | +749+64.0% | Added |
| Victory Capital Management Inc | 3,424 | $99.6K | 0.00% | −5,487−61.6% | Reduced |
| Teachers Retirement System of the State of Kentucky | 3,498 | $102.0K | 0.00% | +196+5.9% | Added |
| Oregon Public Employees Retirement Fund | 3,533 | $102.8K | 0.00% | −200−5.4% | Reduced |
| State of Tennessee, Treasury Department | 3,823 | $111.2K | 0.00% | −10,944−74.1% | Reduced |
| Nisa Investment Advisors, LLC | 4,409 | $128.3K | 0.00% | +9+0.2% | Added |
| New York State Common Retirement Fund | 4,689 | $136.4K | 0.00% | −3,978−45.9% | Reduced |
| Denali Advisors LLC | 4,900 | $142.5K | 0.05% | +4,900 | New |
| Amalgamated Bank | 5,214 | $152.0K | 0.00% | +104+2.0% | Added |
| MetLife Investment Management | 5,365 | $156.1K | 0.00% | 00.0% | Unchanged |
| Wells Fargo & Company | 5,623 | $163.6K | 0.00% | +2,697+92.2% | Added |
| Deutsche Bank AG | 5,705 | $166.0K | 0.00% | −1,926−25.2% | Reduced |
| American International Group, Inc. | 6,287 | $182.9K | 0.00% | +116+1.9% | Added |
| New York State Teachers Retirement System | 6,782 | $197.0K | 0.00% | −1,500−18.1% | Reduced |
| Alliancebernstein L.P. | 7,120 | $207.1K | 0.00% | +820+13.0% | Added |
| State of Alaska, Department of Revenue | 7,454 | $216.0K | 0.00% | −243−3.2% | Reduced |
| Acadian Asset Management LLC | 7,742 | $225.0K | 0.00% | −19,447−71.5% | Reduced |
| Harbor Capital Advisors, Inc. | 8,089 | $235.3K | 0.05% | +8,089 | New |
| UBS Asset Management Americas Inc | 7,312 | $236.5K | 0.00% | 00.0% | Unchanged |
| SEI Investments Co | 8,256 | $240.2K | 0.00% | −17,834−68.4% | Reduced |
| Cullen Capital Management LLC | 9,321 | $271.1K | 0.00% | +9,321 | New |
| Texas Permanent School Fund | 9,970 | $290.0K | 0.00% | −111−1.1% | Reduced |
| Citigroup Inc | 9,971 | $290.1K | 0.00% | +2,437+32.3% | Added |
| CWM Advisors, LLC | 10,779 | $313.6K | 0.04% | +2,300+27.1% | Added |
| Jane Street Group, LLC | 11,198 | $325.8K | 0.00% | +11,198 | New |
| Engineers Gate Manager LP | 11,965 | $348.1K | 0.01% | −5,988−33.4% | Reduced |
| Capital Impact Advisors, LLC | 12,646 | $367.9K | 0.40% | +1,666+15.2% | Added |
| New York Life Investment Management LLC | 12,740 | $370.6K | 0.00% | −1,850−12.7% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 12,805 | $372.5K | 0.00% | +903+7.6% | Added |
| Barclays PLC | 13,249 | $385.4K | 0.00% | −442−3.2% | Reduced |
| Price T Rowe Associates Inc | 13,784 | $401.0K | 0.00% | +56+0.4% | Added |
| California State Teachers Retirement System | 14,038 | $408.4K | 0.00% | −210−1.5% | Reduced |
| Prudential Financial Inc | 14,079 | $409.6K | 0.00% | +3,022+27.3% | Added |
| Quadrature Capital Ltd | 14,302 | $415.8K | 0.01% | +6,493+83.1% | Added |
| BNP Paribas Arbitrage, SA | 15,049 | $437.8K | 0.00% | −70−0.5% | Reduced |
| Boothbay Fund Management, LLC | 15,423 | $448.7K | 0.02% | +15,423 | New |
| Great West Life Assurance Co | 16,086 | $469.0K | 0.00% | −1,062−6.2% | Reduced |
| Man Group plc | 18,041 | $524.8K | 0.00% | – | – |
| Credit Suisse AG | 18,922 | $550.4K | 0.00% | +2,335+14.1% | Added |
| Los Angeles Capital Management LLC | 19,901 | $578.9K | 0.00% | +800+4.2% | Added |
| Public Sector Pension Investment Board | 20,107 | $584.9K | 0.00% | +337+1.7% | Added |
| State of Wisconsin Investment Board | 21,009 | $611.2K | 0.00% | +3,371+19.1% | Added |
| Swiss National Bank | 24,650 | $717.1K | 0.00% | 00.0% | Unchanged |
| Cornercap Investment Counsel Inc | 29,879 | $869.2K | 0.15% | +451+1.5% | Added |
| B. Riley Asset Management, LLC | 30,413 | $884.7K | 0.33% | +30,413 | New |
| Citadel Advisors LLC | 31,698 | $922.1K | 0.00% | −33,738−51.6% | Reduced |
| Bank of America Corp | 31,975 | $930.2K | 0.00% | +5,931+22.8% | Added |
| Nuveen Asset Management, LLC | 32,283 | $939.1K | 0.00% | 00.0% | Unchanged |
| Rhumbline Advisers | 33,746 | $981.7K | 0.00% | +142+0.4% | Added |
| Thrivent Financial for Lutherans | 34,198 | $994.0K | 0.00% | −2,761−7.5% | Reduced |
| Auxier Asset Management | 34,916 | $1.02M | 0.17% | +9,366+36.7% | Added |
| Legal & General Group Plc | 36,540 | $1.06M | 0.00% | −701−1.9% | Reduced |
| Ameriprise Financial Inc | 38,362 | $1.12M | 0.00% | −3,565−8.5% | Reduced |
| AQR Capital Management LLC | 38,485 | $1.12M | 0.00% | −30,139−43.9% | Reduced |
| Numerai GP LLC | 38,743 | $1.13M | 0.23% | +22,185+134.0% | Added |
| Goldman Sachs Group Inc | 42,207 | $1.23M | 0.00% | −2,625−5.9% | Reduced |
| Two Sigma Investments, LP | 46,114 | $1.34M | 0.00% | −1,209−2.6% | Reduced |
| Cooper Creek Partners Management LLC | 46,779 | $1.36M | 0.09% | 00.0% | Unchanged |
| M&T Bank Corp | 47,917 | $1.39M | 0.01% | +14,775+44.6% | Added |
| Wedge Capital Management L L P | 48,726 | $1.42M | 0.02% | +48,726 | New |
| Invesco Ltd. | 50,649 | $1.47M | 0.00% | +4,445+9.6% | Added |
| Cambiar Investors LLC | 57,270 | $1.67M | 0.07% | −6,769−10.6% | Reduced |
| Panagora Asset Management Inc | 58,402 | $1.70M | 0.01% | −439−0.7% | Reduced |
| Two Sigma Advisers, LP | 59,003 | $1.72M | 0.00% | +3,000+5.4% | Added |
| Principal Financial Group Inc | 64,625 | $1.88M | 0.00% | −3,301−4.9% | Reduced |
| JPMorgan Chase & Co | 81,346 | $2.37M | 0.00% | +6,635+8.9% | Added |
| Norges Bank | 83,200 | $2.42M | 0.00% | 00.0% | Unchanged |
| Charles Schwab Investment Management Inc | 86,502 | $2.52M | 0.00% | +1,050+1.2% | Added |
| Millennium Management LLC | 93,730 | $2.73M | 0.00% | +60,475+181.9% | Added |
| Bank of New York Mellon Corp | 109,208 | $3.18M | 0.00% | +2,324+2.2% | Added |
| UBS Group AG | 122,021 | $3.55M | 0.00% | −15,701−11.4% | Reduced |
| Invenomic Capital Management LP | 124,313 | $3.62M | 0.20% | −14,986−10.8% | Reduced |
| American Capital Management Inc | 128,350 | $3.73M | 0.13% | −11,450−8.2% | Reduced |
| Northern Trust Corp | 143,389 | $4.17M | 0.00% | +530.0% | Added |
| Morgan Stanley | 145,864 | $4.24M | 0.00% | +29,822+25.7% | Added |
| Assenagon Asset Management S.A. | 153,427 | $4.46M | 0.02% | 00.0% | Unchanged |
| Geode Capital Management, LLC | 242,202 | $7.05M | 0.00% | +10,391+4.5% | Added |
| Federated Hermes, Inc. | 274,323 | $7.98M | 0.02% | +197,984+259.3% | Added |
| State Street Corp | 439,210 | $12.8M | 0.00% | −3,341−0.8% | Reduced |
| ArrowMark Colorado Holdings LLC | 580,432 | $16.9M | 0.19% | +159,494+37.9% | Added |