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, 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 | $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, 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 |
|---|---|---|---|---|---|
| Covestor Ltd | 2 | $0 | 0.00% | −2−50.0% | Reduced |
| Huntington National Bank | 1 | $29 | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 6 | $174 | 0.00% | −5−45.5% | Reduced |
| Farmers & Merchants Investments Inc | 8 | $231 | 0.00% | 00.0% | Unchanged |
| L2 Asset Management, LLC | 17,870 | $838 | 0.00% | +17,870 | New |
| Quadrant Capital Group LLC | 39 | $1.13K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 80 | $2.31K | 0.00% | +68+566.7% | Added |
| CWM, LLC | 115 | $3.00K | 0.00% | 00.0% | Unchanged |
| Qube Research & Technologies Ltd | 123 | $3.56K | 0.00% | +123 | New |
| Russell Investments Group, Ltd. | 356 | $10.3K | 0.00% | −43−10.8% | Reduced |
| Metropolitan Life Insurance Co | 698 | $20.2K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 798 | $23.1K | 0.00% | +85+11.9% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 848 | $24.5K | 0.00% | 00.0% | Unchanged |
| Simplex Trading, LLC | 866 | $25.0K | 0.00% | +605+231.8% | Added |
| US Bancorp | 945 | $27.3K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 966 | $27.9K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 1,020 | $29.5K | 0.00% | −2−0.2% | Reduced |
| FMR LLC | 1,172 | $33.9K | 0.00% | +509+76.8% | Added |
| Royal Bank of Canada | 1,724 | $50.0K | 0.00% | −195−10.2% | Reduced |
| Wells Fargo & Company | 2,431 | $70.3K | 0.00% | −3,192−56.8% | Reduced |
| Victory Capital Management Inc | 3,424 | $99.0K | 0.00% | 00.0% | Unchanged |
| Oregon Public Employees Retirement Fund | 3,433 | $99.2K | 0.00% | −100−2.8% | Reduced |
| Teachers Retirement System of the State of Kentucky | 3,498 | $102.0K | 0.00% | 00.0% | Unchanged |
| SG Americas Securities, LLC | 3,627 | $105.0K | 0.00% | +3,627 | New |
| Tower Research Capital LLC (TRC) | 3,761 | $108.7K | 0.00% | +3,446+1,094.0% | Added |
| State of Tennessee, Treasury Department | 3,823 | $110.5K | 0.00% | 00.0% | Unchanged |
| Citigroup Inc | 4,279 | $123.7K | 0.00% | −5,692−57.1% | Reduced |
| Nisa Investment Advisors, LLC | 4,409 | $127.4K | 0.00% | 00.0% | Unchanged |
| New York State Common Retirement Fund | 4,671 | $135.0K | 0.00% | −18−0.4% | Reduced |
| Amalgamated Bank | 5,214 | $151.0K | 0.00% | 00.0% | Unchanged |
| MetLife Investment Management | 5,365 | $155.0K | 0.00% | 00.0% | Unchanged |
| Comerica Bank | 5,410 | $156.3K | 0.00% | +5,410 | New |
| Deutsche Bank AG | 5,705 | $164.9K | 0.00% | 00.0% | Unchanged |
| American International Group, Inc. | 6,436 | $186.0K | 0.00% | +149+2.4% | Added |
| New York State Teachers Retirement System | 6,582 | $190.0K | 0.00% | −200−2.9% | Reduced |
| Illinois Municipal Retirement Fund | 6,968 | $201.0K | 0.00% | +6,968 | New |
| Total Clarity Wealth Management, Inc. | 7,121 | $205.8K | 0.10% | +7,121 | New |
| State of Alaska, Department of Revenue | 7,177 | $207.0K | 0.00% | −277−3.7% | Reduced |
| Jacobs Levy Equity Management, Inc | 7,218 | $208.6K | 0.00% | +7,218 | New |
| Harbor Capital Advisors, Inc. | 7,558 | $218.4K | 0.05% | −531−6.6% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 7,707 | $222.7K | 0.00% | −5,098−39.8% | Reduced |
| Alliancebernstein L.P. | 7,840 | $226.6K | 0.00% | +720+10.1% | Added |
| Texas Permanent School Fund | 8,726 | $252.2K | 0.00% | −1,244−12.5% | Reduced |
| Envestnet Asset Management Inc | 9,209 | $266.1K | 0.00% | +9,209 | New |
| UBS Asset Management Americas Inc | 10,525 | $304.2K | 0.00% | +3,213+43.9% | Added |
| New York Life Investment Management LLC | 11,006 | $318.1K | 0.00% | −1,734−13.6% | Reduced |
| ExodusPoint Capital Management, LP | 12,578 | $364.0K | 0.00% | +12,578 | New |
| Capital Impact Advisors, LLC | 12,646 | $365.5K | 0.61% | 00.0% | Unchanged |
| California State Teachers Retirement System | 12,779 | $369.3K | 0.00% | −1,259−9.0% | Reduced |
| Los Angeles Capital Management LLC | 13,011 | $376.0K | 0.00% | −6,890−34.6% | Reduced |
| Engineers Gate Manager LP | 13,101 | $378.6K | 0.01% | +1,136+9.5% | Added |
| Numerai GP LLC | 13,406 | $387.4K | 0.13% | −25,337−65.4% | Reduced |
| Prudential Financial Inc | 13,614 | $393.4K | 0.00% | −465−3.3% | Reduced |
| Boothbay Fund Management, LLC | 14,208 | $410.6K | 0.01% | −1,215−7.9% | Reduced |
| Public Sector Pension Investment Board | 14,248 | $411.8K | 0.00% | −5,859−29.1% | Reduced |
| Watchman Group, Inc. | 14,538 | $420.1K | 0.18% | +14,538 | New |
| Quadrature Capital Ltd | 15,043 | $434.7K | 0.01% | +741+5.2% | Added |
| Price T Rowe Associates Inc | 15,271 | $442.0K | 0.00% | +1,487+10.8% | Added |
| Barclays PLC | 16,191 | $467.9K | 0.00% | +2,942+22.2% | Added |
| Man Group plc | – | $512.7K | 0.00% | – | – |
| Thrivent Financial for Lutherans | 17,823 | $515.0K | 0.00% | −16,375−47.9% | Reduced |
| Great West Life Assurance Co | 18,232 | $527.0K | 0.00% | +2,146+13.3% | Added |
| Credit Suisse AG | 18,307 | $529.1K | 0.00% | −615−3.3% | Reduced |
| State of Wisconsin Investment Board | 18,403 | $531.8K | 0.00% | −2,606−12.4% | Reduced |
| BNP Paribas Arbitrage, SA | 22,039 | $636.9K | 0.00% | +6,990+46.4% | Added |
| Citadel Advisors LLC | 22,064 | $637.6K | 0.00% | −9,634−30.4% | Reduced |
| AQR Capital Management LLC | 24,666 | $712.8K | 0.00% | −13,819−35.9% | Reduced |
| Wedge Capital Management L L P | 24,863 | $718.5K | 0.01% | −23,863−49.0% | Reduced |
| Cullen Capital Management LLC | 25,323 | $731.8K | 0.01% | +16,002+171.7% | Added |
| Swiss National Bank | 25,350 | $732.6K | 0.00% | +700+2.8% | Added |
| B. Riley Asset Management, LLC | 28,016 | $809.7K | 0.32% | −2,397−7.9% | Reduced |
| Cornercap Investment Counsel Inc | 29,281 | $846.2K | 0.15% | −598−2.0% | Reduced |
| Nuveen Asset Management, LLC | 32,056 | $926.4K | 0.00% | −227−0.7% | Reduced |
| Rhumbline Advisers | 34,487 | $996.7K | 0.00% | +741+2.2% | Added |
| Ameriprise Financial Inc | 35,376 | $1.02M | 0.00% | −2,986−7.8% | Reduced |
| Legal & General Group Plc | 35,520 | $1.03M | 0.00% | −1,020−2.8% | Reduced |
| Auxier Asset Management | 35,783 | $1.03M | 0.18% | +867+2.5% | Added |
| Goldman Sachs Group Inc | 36,985 | $1.07M | 0.00% | −5,222−12.4% | Reduced |
| Two Sigma Advisers, LP | 41,603 | $1.20M | 0.00% | −17,400−29.5% | Reduced |
| Two Sigma Investments, LP | 42,143 | $1.22M | 0.00% | −3,971−8.6% | Reduced |
| JPMorgan Chase & Co | 46,421 | $1.34M | 0.00% | −34,925−42.9% | Reduced |
| Cooper Creek Partners Management LLC | 46,779 | $1.35M | 0.08% | 00.0% | Unchanged |
| Invenomic Capital Management LP | 48,267 | $1.39M | 0.06% | −76,046−61.2% | Reduced |
| Invesco Ltd. | 51,613 | $1.49M | 0.00% | +964+1.9% | Added |
| Panagora Asset Management Inc | 56,919 | $1.64M | 0.01% | −1,483−2.5% | Reduced |
| M&T Bank Corp | 57,573 | $1.66M | 0.01% | +9,656+20.2% | Added |
| Bank of America Corp | 60,367 | $1.74M | 0.00% | +28,392+88.8% | Added |
| Principal Financial Group Inc | 61,734 | $1.78M | 0.00% | −2,891−4.5% | Reduced |
| UBS Group AG | 65,099 | $1.88M | 0.00% | −56,922−46.6% | Reduced |
| Cambiar Investors LLC | 75,949 | $2.19M | 0.09% | +18,679+32.6% | Added |
| Assenagon Asset Management S.A. | 88,918 | $2.57M | 0.01% | −64,509−42.0% | Reduced |
| Charles Schwab Investment Management Inc | 92,771 | $2.68M | 0.00% | +6,269+7.2% | Added |
| Bank of New York Mellon Corp | 102,792 | $2.97M | 0.00% | −6,416−5.9% | Reduced |
| Portolan Capital Management, LLC | 118,958 | $3.44M | 0.32% | +118,958 | New |
| Millennium Management LLC | 123,473 | $3.57M | 0.00% | +29,743+31.7% | Added |
| American Capital Management Inc | 127,350 | $3.68M | 0.14% | −1,000−0.8% | Reduced |
| Northern Trust Corp | 142,656 | $4.12M | 0.00% | −733−0.5% | Reduced |
| Morgan Stanley | 151,815 | $4.39M | 0.00% | +5,951+4.1% | Added |
| Geode Capital Management, LLC | 259,081 | $7.49M | 0.00% | +16,879+7.0% | Added |
| Federated Hermes, Inc. | 272,139 | $7.86M | 0.02% | −2,184−0.8% | Reduced |