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, Q4 2023
Institutional positions in Forrester Research, Inc. as of Dec 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
- 105
- −2 vs. Q3 2023
- Shares held
- 10.8M
- +298.7K (+2.8%) vs. Q3 2023
- Total value
- $290.7M
- −$14.0M (−4.6%) vs. Q3 2023
- New holders
- 7
- 41 more added
- Sold out
- 9
- 41 more reduced
Compare with Q3 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, Q4 2023
Shares, value and share of portfolio for each institution holding Forrester Research, Inc.; share changes are against Q3 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Royce & Associates LP | 2,147,017 | $57.6M | 0.53% | +70,646+3.4% | Added |
| BlackRock Inc. | 1,860,207 | $49.9M | 0.00% | +70,513+3.9% | Added |
| Vanguard Group Inc | 1,391,355 | $37.3M | 0.00% | +1,672+0.1% | Added |
| ArrowMark Colorado Holdings LLC | 764,884 | $20.5M | 0.23% | +119,449+18.5% | Added |
| Dimensional Fund Advisors LP | 610,302 | $16.4M | 0.00% | +5,841+1.0% | Added |
| Renaissance Technologies LLC | 595,906 | $16.0M | 0.02% | −17,600−2.9% | Reduced |
| State Street Corp | 457,842 | $12.3M | 0.00% | +23,810+5.5% | Added |
| Morgan Stanley | 323,134 | $8.66M | 0.00% | +171,319+112.8% | Added |
| Geode Capital Management, LLC | 269,888 | $7.24M | 0.00% | +10,807+4.2% | Added |
| Federated Hermes, Inc. | 248,593 | $6.66M | 0.02% | −23,546−8.7% | Reduced |
| Portolan Capital Management, LLC | 148,688 | $3.99M | 0.35% | +29,730+25.0% | Added |
| Northern Trust Corp | 147,719 | $3.96M | 0.00% | +5,063+3.5% | Added |
| Bank of New York Mellon Corp | 103,616 | $2.78M | 0.00% | +824+0.8% | Added |
| Charles Schwab Investment Management Inc | 92,558 | $2.48M | 0.00% | −213−0.2% | Reduced |
| American Capital Management Inc | 88,955 | $2.38M | 0.08% | −38,395−30.1% | Reduced |
| Wellington Management Group LLP | 86,800 | $2.33M | 0.00% | +86,800 | New |
| Cambiar Investors LLC | 75,949 | $2.04M | 0.08% | 00.0% | Unchanged |
| M&T Bank Corp | 68,482 | $1.84M | 0.01% | +10,909+18.9% | Added |
| Principal Financial Group Inc | 60,057 | $1.61M | 0.00% | −1,677−2.7% | Reduced |
| B. Riley Asset Management, LLC | 55,916 | $1.50M | 0.51% | +27,900+99.6% | Added |
| JPMorgan Chase & Co | 51,874 | $1.39M | 0.00% | +5,453+11.7% | Added |
| Invesco Ltd. | 51,476 | $1.38M | 0.00% | −137−0.3% | Reduced |
| Two Sigma Investments, LP | 47,106 | $1.26M | 0.00% | +4,963+11.8% | Added |
| Two Sigma Advisers, LP | 46,803 | $1.25M | 0.00% | +5,200+12.5% | Added |
| Cooper Creek Partners Management LLC | 46,779 | $1.25M | 0.07% | 00.0% | Unchanged |
| Bank of America Corp | 45,347 | $1.22M | 0.00% | −15,020−24.9% | Reduced |
| Gsa Capital Partners LLP | 40,234 | $1.08M | 0.09% | +40,234 | New |
| Cornercap Investment Counsel Inc | 38,518 | $1.03M | 0.17% | +9,237+31.5% | Added |
| Auxier Asset Management | 35,783 | $959.3K | 0.16% | 00.0% | Unchanged |
| Legal & General Group Plc | 35,500 | $951.8K | 0.00% | −20−0.1% | Reduced |
| Ameriprise Financial Inc | 33,769 | $905.3K | 0.00% | −1,607−4.5% | Reduced |
| Rhumbline Advisers | 33,422 | $896.0K | 0.00% | −1,065−3.1% | Reduced |
| Goldman Sachs Group Inc | 33,407 | $895.6K | 0.00% | −3,578−9.7% | Reduced |
| Panagora Asset Management Inc | 33,187 | $889.7K | 0.00% | −23,732−41.7% | Reduced |
| Nuveen Asset Management, LLC | 32,333 | $866.8K | 0.00% | +277+0.9% | Added |
| Barclays PLC | 29,107 | $780.4K | 0.00% | +12,916+79.8% | Added |
| Boothbay Fund Management, LLC | 28,232 | $756.9K | 0.03% | +14,024+98.7% | Added |
| Invenomic Capital Management LP | 27,824 | $746.0K | 0.04% | −20,443−42.4% | Reduced |
| Wedge Capital Management L L P | 25,456 | $682.5K | 0.01% | +593+2.4% | Added |
| Public Sector Pension Investment Board | 23,954 | $642.2K | 0.00% | +9,706+68.1% | Added |
| AQR Capital Management LLC | 23,600 | $632.7K | 0.00% | −1,066−4.3% | Reduced |
| Swiss National Bank | 22,750 | $609.9K | 0.00% | −2,600−10.3% | Reduced |
| Price T Rowe Associates Inc | 22,271 | $598.0K | 0.00% | +7,000+45.8% | Added |
| Citadel Advisors LLC | 20,425 | $547.6K | 0.00% | −1,639−7.4% | Reduced |
| State of Wisconsin Investment Board | 19,691 | $527.9K | 0.00% | +1,288+7.0% | Added |
| Great West Life Assurance Co | 18,232 | $486.0K | 0.00% | 00.0% | Unchanged |
| Credit Suisse AG | 17,261 | $462.8K | 0.00% | −1,046−5.7% | Reduced |
| Total Clarity Wealth Management, Inc. | 16,795 | $450.3K | 0.18% | +9,674+135.9% | Added |
| BNP Paribas Arbitrage, SA | 14,724 | $394.8K | 0.00% | −7,315−33.2% | Reduced |
| Watchman Group, Inc. | 14,538 | $389.8K | 0.13% | 00.0% | Unchanged |
| Prudential Financial Inc | 13,452 | $360.6K | 0.00% | −162−1.2% | Reduced |
| Millennium Management LLC | 13,405 | $359.4K | 0.00% | −110,068−89.1% | Reduced |
| UBS Group AG | 13,105 | $351.3K | 0.00% | −51,994−79.9% | Reduced |
| Cullen Capital Management LLC | 12,554 | $336.6K | 0.00% | −12,769−50.4% | Reduced |
| Citigroup Inc | 12,394 | $332.3K | 0.00% | +8,115+189.6% | Added |
| Engineers Gate Manager LP | 12,390 | $332.2K | 0.01% | −711−5.4% | Reduced |
| Jacobs Levy Equity Management, Inc | 12,267 | $328.9K | 0.00% | +5,049+70.0% | Added |
| California State Teachers Retirement System | 12,198 | $327.0K | 0.00% | −581−4.5% | Reduced |
| D. E. Shaw & Co., Inc. | 11,208 | $300.5K | 0.00% | +11,208 | New |
| ExodusPoint Capital Management, LP | 11,038 | $296.0K | 0.00% | −1,540−12.2% | Reduced |
| New York Life Investment Management LLC | 10,758 | $288.4K | 0.00% | −248−2.3% | Reduced |
| UBS Asset Management Americas Inc | 10,525 | $282.2K | 0.00% | 00.0% | Unchanged |
| Thrivent Financial for Lutherans | 10,286 | $276.0K | 0.00% | −7,537−42.3% | Reduced |
| Texas Permanent School Fund | 9,968 | $267.2K | 0.00% | +1,242+14.2% | Added |
| Envestnet Asset Management Inc | 9,449 | $253.3K | 0.00% | +240+2.6% | Added |
| Man Group plc | 9,441 | $253.1K | 0.00% | – | – |
| Alliancebernstein L.P. | 8,440 | $226.3K | 0.00% | +600+7.7% | Added |
| Occudo Quantitative Strategies LP | 8,373 | $224.5K | 0.03% | +8,373 | New |
| Harbor Capital Advisors, Inc. | 7,371 | $197.6K | 0.04% | −187−2.5% | Reduced |
| State of Alaska, Department of Revenue | 7,102 | $190.0K | 0.00% | −75−1.0% | Reduced |
| Illinois Municipal Retirement Fund | 6,919 | $185.0K | 0.00% | −49−0.7% | Reduced |
| American International Group, Inc. | 6,383 | $171.1K | 0.00% | −53−0.8% | Reduced |
| New York State Teachers Retirement System | 6,382 | $171.0K | 0.00% | −200−3.0% | Reduced |
| Deutsche Bank AG | 5,737 | $153.8K | 0.00% | +32+0.6% | Added |
| MetLife Investment Management | 5,365 | $143.8K | 0.00% | 00.0% | Unchanged |
| Comerica Bank | 5,279 | $141.5K | 0.00% | −131−2.4% | Reduced |
| Amalgamated Bank | 5,000 | $134.0K | 0.00% | −214−4.1% | Reduced |
| Capital Impact Advisors, LLC | 4,946 | $132.6K | 0.17% | −7,700−60.9% | Reduced |
| US Bancorp | 4,734 | $126.9K | 0.00% | +3,789+401.0% | Added |
| New York State Common Retirement Fund | 4,704 | $126.1K | 0.00% | +33+0.7% | Added |
| Nisa Investment Advisors, LLC | 4,415 | $118.4K | 0.00% | +6+0.1% | Added |
| SG Americas Securities, LLC | 4,380 | $117.0K | 0.00% | +753+20.8% | Added |
| Tower Research Capital LLC (TRC) | 4,146 | $111.2K | 0.00% | +385+10.2% | Added |
| Royal Bank of Canada | 3,902 | $104.0K | 0.00% | +2,178+126.3% | Added |
| State of Tennessee, Treasury Department | 3,823 | $102.5K | 0.00% | 00.0% | Unchanged |
| Teachers Retirement System of the State of Kentucky | 3,498 | $94.0K | 0.00% | 00.0% | Unchanged |
| Oregon Public Employees Retirement Fund | 3,333 | $89.4K | 0.00% | −100−2.9% | Reduced |
| Wells Fargo & Company | 3,090 | $82.8K | 0.00% | +659+27.1% | Added |
| Victory Capital Management Inc | 3,018 | $80.9K | 0.00% | −406−11.9% | Reduced |
| EntryPoint Capital, LLC | 1,796 | $48.2K | 0.05% | +1,796 | New |
| The PNC Financial Services Group, Inc. | 1,553 | $41.6K | 0.00% | +533+52.3% | Added |
| Quest Partners LLC | 1,037 | $27.8K | 0.01% | +1,037 | New |
| Ameritas Investment Partners, Inc. | 966 | $25.9K | 0.00% | 00.0% | Unchanged |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 848 | $22.7K | 0.00% | 00.0% | Unchanged |
| FMR LLC | 782 | $21.0K | 0.00% | −390−33.3% | Reduced |
| Advisor Group Holdings, Inc. | 755 | $20.2K | 0.00% | −43−5.4% | Reduced |
| Metropolitan Life Insurance Co | 698 | $18.7K | 0.00% | 00.0% | Unchanged |
| Russell Investments Group, Ltd. | 450 | $12.1K | 0.00% | +94+26.4% | Added |
| Simplex Trading, LLC | 181 | $4.00K | 0.00% | −685−79.1% | Reduced |
| CWM, LLC | 157 | $4.00K | 0.00% | +42+36.5% | Added |