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 $96.9M in total; no superinvestor holds it.
13F holders, Q3 2023
Institutional positions in Forrester Research, Inc. as of Sep 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
- 107
- +2 vs. Q2 2023
- Shares held
- 10.5M
- −211.5K (−2.0%) vs. Q2 2023
- Total value
- $304.7M
- −$8.18M (−2.6%) vs. Q2 2023
- New holders
- 11
- 28 more added
- Sold out
- 9
- 50 more reduced
Compare with Q2 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 | $96.9M |
| Q1 2026 | 103 | $64.3M |
| Q4 2025 | 109 | $80.2M |
| Q3 2025 | 111 | $98.4M |
| Q2 2025 | 104 | $93.1M |
| Q1 2025 | 94 | $87.7M |
| Q4 2024 | 99 | $157.9M |
| Q3 2024 | 106 | $186.0M |
| Q2 2024 | 107 | $181.5M |
| Q1 2024 | 108 | $230.1M |
| Q4 2023 | 105 | $290.7M |
| Q3 2023 | 107 | $304.7M |
| Q2 2023 | 105 | $312.9M |
| Q1 2023 | 122 | $348.4M |
| Q4 2022 | 129 | $380.0M |
| Q3 2022 | 127 | $379.1M |
| Q2 2022 | 132 | $502.9M |
| Q1 2022 | 135 | $591.7M |
| Q4 2021 | 135 | $623.3M |
| Q3 2021 | 123 | $528.7M |
| Q2 2021 | 105 | $501.5M |
| Q1 2021 | 100 | $469.7M |
Institutions, Q3 2023
Shares, value and share of portfolio for each institution holding Forrester Research, Inc.; share changes are against Q2 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Royce & Associates LP | 2,076,371 | $60.0M | 0.61% | −2,631−0.1% | Reduced |
| BlackRock Inc. | 1,789,694 | $51.7M | 0.00% | −67,314−3.6% | Reduced |
| Vanguard Group Inc | 1,389,683 | $40.2M | 0.00% | +7,316+0.5% | Added |
| ArrowMark Colorado Holdings LLC | 645,435 | $18.7M | 0.23% | +65,003+11.2% | Added |
| Renaissance Technologies LLC | 613,506 | $17.7M | 0.03% | −13,000−2.1% | Reduced |
| Dimensional Fund Advisors LP | 604,461 | $17.5M | 0.01% | −5,514−0.9% | Reduced |
| State Street Corp | 434,032 | $12.5M | 0.00% | −5,178−1.2% | Reduced |
| Federated Hermes, Inc. | 272,139 | $7.86M | 0.02% | −2,184−0.8% | Reduced |
| Geode Capital Management, LLC | 259,081 | $7.49M | 0.00% | +16,879+7.0% | Added |
| Morgan Stanley | 151,815 | $4.39M | 0.00% | +5,951+4.1% | Added |
| Northern Trust Corp | 142,656 | $4.12M | 0.00% | −733−0.5% | Reduced |
| American Capital Management Inc | 127,350 | $3.68M | 0.14% | −1,000−0.8% | Reduced |
| Millennium Management LLC | 123,473 | $3.57M | 0.00% | +29,743+31.7% | Added |
| Portolan Capital Management, LLC | 118,958 | $3.44M | 0.32% | +118,958 | New |
| Bank of New York Mellon Corp | 102,792 | $2.97M | 0.00% | −6,416−5.9% | Reduced |
| Charles Schwab Investment Management Inc | 92,771 | $2.68M | 0.00% | +6,269+7.2% | Added |
| Assenagon Asset Management S.A. | 88,918 | $2.57M | 0.01% | −64,509−42.0% | Reduced |
| Cambiar Investors LLC | 75,949 | $2.19M | 0.09% | +18,679+32.6% | Added |
| UBS Group AG | 65,099 | $1.88M | 0.00% | −56,922−46.6% | Reduced |
| Principal Financial Group Inc | 61,734 | $1.78M | 0.00% | −2,891−4.5% | Reduced |
| Bank of America Corp | 60,367 | $1.74M | 0.00% | +28,392+88.8% | Added |
| M&T Bank Corp | 57,573 | $1.66M | 0.01% | +9,656+20.2% | Added |
| Panagora Asset Management Inc | 56,919 | $1.64M | 0.01% | −1,483−2.5% | Reduced |
| Invesco Ltd. | 51,613 | $1.49M | 0.00% | +964+1.9% | Added |
| Invenomic Capital Management LP | 48,267 | $1.39M | 0.06% | −76,046−61.2% | Reduced |
| Cooper Creek Partners Management LLC | 46,779 | $1.35M | 0.08% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 46,421 | $1.34M | 0.00% | −34,925−42.9% | Reduced |
| Two Sigma Investments, LP | 42,143 | $1.22M | 0.00% | −3,971−8.6% | Reduced |
| Two Sigma Advisers, LP | 41,603 | $1.20M | 0.00% | −17,400−29.5% | Reduced |
| Goldman Sachs Group Inc | 36,985 | $1.07M | 0.00% | −5,222−12.4% | Reduced |
| Auxier Asset Management | 35,783 | $1.03M | 0.18% | +867+2.5% | Added |
| Legal & General Group Plc | 35,520 | $1.03M | 0.00% | −1,020−2.8% | Reduced |
| Ameriprise Financial Inc | 35,376 | $1.02M | 0.00% | −2,986−7.8% | Reduced |
| Rhumbline Advisers | 34,487 | $996.7K | 0.00% | +741+2.2% | Added |
| Nuveen Asset Management, LLC | 32,056 | $926.4K | 0.00% | −227−0.7% | Reduced |
| Cornercap Investment Counsel Inc | 29,281 | $846.2K | 0.15% | −598−2.0% | Reduced |
| B. Riley Asset Management, LLC | 28,016 | $809.7K | 0.32% | −2,397−7.9% | Reduced |
| Swiss National Bank | 25,350 | $732.6K | 0.00% | +700+2.8% | Added |
| Cullen Capital Management LLC | 25,323 | $731.8K | 0.01% | +16,002+171.7% | Added |
| Wedge Capital Management L L P | 24,863 | $718.5K | 0.01% | −23,863−49.0% | Reduced |
| AQR Capital Management LLC | 24,666 | $712.8K | 0.00% | −13,819−35.9% | Reduced |
| Citadel Advisors LLC | 22,064 | $637.6K | 0.00% | −9,634−30.4% | Reduced |
| BNP Paribas Arbitrage, SA | 22,039 | $636.9K | 0.00% | +6,990+46.4% | Added |
| State of Wisconsin Investment Board | 18,403 | $531.8K | 0.00% | −2,606−12.4% | Reduced |
| Credit Suisse AG | 18,307 | $529.1K | 0.00% | −615−3.3% | Reduced |
| Great West Life Assurance Co | 18,232 | $527.0K | 0.00% | +2,146+13.3% | Added |
| Thrivent Financial for Lutherans | 17,823 | $515.0K | 0.00% | −16,375−47.9% | Reduced |
| Man Group plc | – | $512.7K | 0.00% | – | – |
| Barclays PLC | 16,191 | $467.9K | 0.00% | +2,942+22.2% | Added |
| Price T Rowe Associates Inc | 15,271 | $442.0K | 0.00% | +1,487+10.8% | Added |
| Quadrature Capital Ltd | 15,043 | $434.7K | 0.01% | +741+5.2% | Added |
| Watchman Group, Inc. | 14,538 | $420.1K | 0.18% | +14,538 | New |
| Public Sector Pension Investment Board | 14,248 | $411.8K | 0.00% | −5,859−29.1% | Reduced |
| Boothbay Fund Management, LLC | 14,208 | $410.6K | 0.01% | −1,215−7.9% | Reduced |
| Prudential Financial Inc | 13,614 | $393.4K | 0.00% | −465−3.3% | Reduced |
| Numerai GP LLC | 13,406 | $387.4K | 0.13% | −25,337−65.4% | Reduced |
| Engineers Gate Manager LP | 13,101 | $378.6K | 0.01% | +1,136+9.5% | Added |
| Los Angeles Capital Management LLC | 13,011 | $376.0K | 0.00% | −6,890−34.6% | Reduced |
| California State Teachers Retirement System | 12,779 | $369.3K | 0.00% | −1,259−9.0% | Reduced |
| Capital Impact Advisors, LLC | 12,646 | $365.5K | 0.61% | 00.0% | Unchanged |
| ExodusPoint Capital Management, LP | 12,578 | $364.0K | 0.00% | +12,578 | New |
| New York Life Investment Management LLC | 11,006 | $318.1K | 0.00% | −1,734−13.6% | Reduced |
| UBS Asset Management Americas Inc | 10,525 | $304.2K | 0.00% | +3,213+43.9% | Added |
| Envestnet Asset Management Inc | 9,209 | $266.1K | 0.00% | +9,209 | New |
| Texas Permanent School Fund | 8,726 | $252.2K | 0.00% | −1,244−12.5% | Reduced |
| Alliancebernstein L.P. | 7,840 | $226.6K | 0.00% | +720+10.1% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 7,707 | $222.7K | 0.00% | −5,098−39.8% | Reduced |
| Harbor Capital Advisors, Inc. | 7,558 | $218.4K | 0.05% | −531−6.6% | Reduced |
| Jacobs Levy Equity Management, Inc | 7,218 | $208.6K | 0.00% | +7,218 | New |
| State of Alaska, Department of Revenue | 7,177 | $207.0K | 0.00% | −277−3.7% | Reduced |
| Total Clarity Wealth Management, Inc. | 7,121 | $205.8K | 0.10% | +7,121 | New |
| Illinois Municipal Retirement Fund | 6,968 | $201.0K | 0.00% | +6,968 | New |
| New York State Teachers Retirement System | 6,582 | $190.0K | 0.00% | −200−2.9% | Reduced |
| American International Group, Inc. | 6,436 | $186.0K | 0.00% | +149+2.4% | Added |
| Deutsche Bank AG | 5,705 | $164.9K | 0.00% | 00.0% | Unchanged |
| Comerica Bank | 5,410 | $156.3K | 0.00% | +5,410 | New |
| MetLife Investment Management | 5,365 | $155.0K | 0.00% | 00.0% | Unchanged |
| Amalgamated Bank | 5,214 | $151.0K | 0.00% | 00.0% | Unchanged |
| New York State Common Retirement Fund | 4,671 | $135.0K | 0.00% | −18−0.4% | Reduced |
| Nisa Investment Advisors, LLC | 4,409 | $127.4K | 0.00% | 00.0% | Unchanged |
| Citigroup Inc | 4,279 | $123.7K | 0.00% | −5,692−57.1% | Reduced |
| State of Tennessee, Treasury Department | 3,823 | $110.5K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 3,761 | $108.7K | 0.00% | +3,446+1,094.0% | Added |
| SG Americas Securities, LLC | 3,627 | $105.0K | 0.00% | +3,627 | New |
| Teachers Retirement System of the State of Kentucky | 3,498 | $102.0K | 0.00% | 00.0% | Unchanged |
| Oregon Public Employees Retirement Fund | 3,433 | $99.2K | 0.00% | −100−2.8% | Reduced |
| Victory Capital Management Inc | 3,424 | $99.0K | 0.00% | 00.0% | Unchanged |
| Wells Fargo & Company | 2,431 | $70.3K | 0.00% | −3,192−56.8% | Reduced |
| Royal Bank of Canada | 1,724 | $50.0K | 0.00% | −195−10.2% | Reduced |
| FMR LLC | 1,172 | $33.9K | 0.00% | +509+76.8% | Added |
| The PNC Financial Services Group, Inc. | 1,020 | $29.5K | 0.00% | −2−0.2% | Reduced |
| Ameritas Investment Partners, Inc. | 966 | $27.9K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 945 | $27.3K | 0.00% | 00.0% | Unchanged |
| Simplex Trading, LLC | 866 | $25.0K | 0.00% | +605+231.8% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 848 | $24.5K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 798 | $23.1K | 0.00% | +85+11.9% | Added |
| Metropolitan Life Insurance Co | 698 | $20.2K | 0.00% | 00.0% | Unchanged |
| Russell Investments Group, Ltd. | 356 | $10.3K | 0.00% | −43−10.8% | Reduced |
| Qube Research & Technologies Ltd | 123 | $3.56K | 0.00% | +123 | New |
| CWM, LLC | 115 | $3.00K | 0.00% | 00.0% | Unchanged |