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, 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
- 10.7M
- +111.2K (+1.1%) vs. Q3 2023
- Total value
- $285.7M
- −$19.1M (−6.3%) vs. Q3 2023
- New holders
- 7
- 40 more added
- Sold out
- 9
- 42 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 | $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, 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 |
|---|---|---|---|---|---|
| Covestor Ltd | 2 | $0 | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 1 | $27 | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 8 | $214 | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 8 | $215 | 0.00% | −72−90.0% | Reduced |
| GAMMA Investing LLC | 30 | $764 | 0.00% | +30 | New |
| Simplex Trading, LLC | 181 | $4.00K | 0.00% | −685−79.1% | Reduced |
| CWM, LLC | 157 | $4.00K | 0.00% | +42+36.5% | Added |
| Russell Investments Group, Ltd. | 450 | $12.1K | 0.00% | +94+26.4% | Added |
| Metropolitan Life Insurance Co | 698 | $18.7K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 755 | $20.2K | 0.00% | −43−5.4% | Reduced |
| FMR LLC | 782 | $21.0K | 0.00% | −390−33.3% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 848 | $22.7K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 966 | $25.9K | 0.00% | 00.0% | Unchanged |
| Quest Partners LLC | 1,037 | $27.8K | 0.01% | +1,037 | New |
| The PNC Financial Services Group, Inc. | 1,553 | $41.6K | 0.00% | +533+52.3% | Added |
| EntryPoint Capital, LLC | 1,796 | $48.2K | 0.05% | +1,796 | New |
| Victory Capital Management Inc | 3,018 | $80.9K | 0.00% | −406−11.9% | Reduced |
| Wells Fargo & Company | 3,090 | $82.8K | 0.00% | +659+27.1% | Added |
| Oregon Public Employees Retirement Fund | 3,333 | $89.4K | 0.00% | −100−2.9% | Reduced |
| Teachers Retirement System of the State of Kentucky | 3,498 | $94.0K | 0.00% | 00.0% | Unchanged |
| State of Tennessee, Treasury Department | 3,823 | $102.5K | 0.00% | 00.0% | Unchanged |
| Royal Bank of Canada | 3,902 | $104.0K | 0.00% | +2,178+126.3% | Added |
| Tower Research Capital LLC (TRC) | 4,146 | $111.2K | 0.00% | +385+10.2% | Added |
| SG Americas Securities, LLC | 4,380 | $117.0K | 0.00% | +753+20.8% | Added |
| Nisa Investment Advisors, LLC | 4,415 | $118.4K | 0.00% | +6+0.1% | Added |
| New York State Common Retirement Fund | 4,704 | $126.1K | 0.00% | +33+0.7% | Added |
| US Bancorp | 4,734 | $126.9K | 0.00% | +3,789+401.0% | Added |
| Capital Impact Advisors, LLC | 4,946 | $132.6K | 0.17% | −7,700−60.9% | Reduced |
| Amalgamated Bank | 5,000 | $134.0K | 0.00% | −214−4.1% | Reduced |
| Comerica Bank | 5,279 | $141.5K | 0.00% | −131−2.4% | Reduced |
| MetLife Investment Management | 5,365 | $143.8K | 0.00% | 00.0% | Unchanged |
| Deutsche Bank AG | 5,737 | $153.8K | 0.00% | +32+0.6% | Added |
| New York State Teachers Retirement System | 6,382 | $171.0K | 0.00% | −200−3.0% | Reduced |
| American International Group, Inc. | 6,383 | $171.1K | 0.00% | −53−0.8% | Reduced |
| Illinois Municipal Retirement Fund | 6,919 | $185.0K | 0.00% | −49−0.7% | Reduced |
| State of Alaska, Department of Revenue | 7,102 | $190.0K | 0.00% | −75−1.0% | Reduced |
| Harbor Capital Advisors, Inc. | 7,371 | $197.6K | 0.04% | −187−2.5% | Reduced |
| Occudo Quantitative Strategies LP | 8,373 | $224.5K | 0.03% | +8,373 | New |
| Alliancebernstein L.P. | 8,440 | $226.3K | 0.00% | +600+7.7% | Added |
| Man Group plc | 9,441 | $253.1K | 0.00% | – | – |
| Envestnet Asset Management Inc | 9,449 | $253.3K | 0.00% | +240+2.6% | Added |
| Texas Permanent School Fund | 9,968 | $267.2K | 0.00% | +1,242+14.2% | Added |
| Thrivent Financial for Lutherans | 10,286 | $276.0K | 0.00% | −7,537−42.3% | Reduced |
| UBS Asset Management Americas Inc | 10,525 | $282.2K | 0.00% | 00.0% | Unchanged |
| New York Life Investment Management LLC | 10,758 | $288.4K | 0.00% | −248−2.3% | Reduced |
| ExodusPoint Capital Management, LP | 11,038 | $296.0K | 0.00% | −1,540−12.2% | Reduced |
| D. E. Shaw & Co., Inc. | 11,208 | $300.5K | 0.00% | +11,208 | New |
| California State Teachers Retirement System | 12,198 | $327.0K | 0.00% | −581−4.5% | Reduced |
| Jacobs Levy Equity Management, Inc | 12,267 | $328.9K | 0.00% | +5,049+70.0% | Added |
| Engineers Gate Manager LP | 12,390 | $332.2K | 0.01% | −711−5.4% | Reduced |
| Citigroup Inc | 12,394 | $332.3K | 0.00% | +8,115+189.6% | Added |
| Cullen Capital Management LLC | 12,554 | $336.6K | 0.00% | −12,769−50.4% | Reduced |
| UBS Group AG | 13,105 | $351.3K | 0.00% | −51,994−79.9% | Reduced |
| Millennium Management LLC | 13,405 | $359.4K | 0.00% | −110,068−89.1% | Reduced |
| Prudential Financial Inc | 13,452 | $360.6K | 0.00% | −162−1.2% | Reduced |
| Watchman Group, Inc. | 14,538 | $389.8K | 0.13% | 00.0% | Unchanged |
| BNP Paribas Arbitrage, SA | 14,724 | $394.8K | 0.00% | −7,315−33.2% | Reduced |
| Total Clarity Wealth Management, Inc. | 16,795 | $450.3K | 0.18% | +9,674+135.9% | Added |
| Credit Suisse AG | 17,261 | $462.8K | 0.00% | −1,046−5.7% | Reduced |
| Great West Life Assurance Co | 18,232 | $486.0K | 0.00% | 00.0% | Unchanged |
| State of Wisconsin Investment Board | 19,691 | $527.9K | 0.00% | +1,288+7.0% | Added |
| Citadel Advisors LLC | 20,425 | $547.6K | 0.00% | −1,639−7.4% | Reduced |
| Price T Rowe Associates Inc | 22,271 | $598.0K | 0.00% | +7,000+45.8% | Added |
| Swiss National Bank | 22,750 | $609.9K | 0.00% | −2,600−10.3% | Reduced |
| AQR Capital Management LLC | 23,600 | $632.7K | 0.00% | −1,066−4.3% | Reduced |
| Public Sector Pension Investment Board | 23,954 | $642.2K | 0.00% | +9,706+68.1% | Added |
| Wedge Capital Management L L P | 25,456 | $682.5K | 0.01% | +593+2.4% | Added |
| JPMorgan Chase & Co | 25,937 | $695.4K | 0.00% | −20,484−44.1% | Reduced |
| Invenomic Capital Management LP | 27,824 | $746.0K | 0.04% | −20,443−42.4% | Reduced |
| Boothbay Fund Management, LLC | 28,232 | $756.9K | 0.03% | +14,024+98.7% | Added |
| Barclays PLC | 29,107 | $780.4K | 0.00% | +12,916+79.8% | Added |
| Nuveen Asset Management, LLC | 32,333 | $866.8K | 0.00% | +277+0.9% | Added |
| Panagora Asset Management Inc | 33,187 | $889.7K | 0.00% | −23,732−41.7% | Reduced |
| Goldman Sachs Group Inc | 33,407 | $895.6K | 0.00% | −3,578−9.7% | Reduced |
| Rhumbline Advisers | 33,422 | $896.0K | 0.00% | −1,065−3.1% | Reduced |
| Ameriprise Financial Inc | 33,769 | $905.3K | 0.00% | −1,607−4.5% | Reduced |
| Legal & General Group Plc | 35,500 | $951.8K | 0.00% | −20−0.1% | Reduced |
| Auxier Asset Management | 35,783 | $959.3K | 0.16% | 00.0% | Unchanged |
| Cornercap Investment Counsel Inc | 38,518 | $1.03M | 0.17% | +9,237+31.5% | Added |
| Gsa Capital Partners LLP | 40,234 | $1.08M | 0.09% | +40,234 | New |
| Bank of America Corp | 45,347 | $1.22M | 0.00% | −15,020−24.9% | Reduced |
| Cooper Creek Partners Management LLC | 46,779 | $1.25M | 0.07% | 00.0% | Unchanged |
| Two Sigma Advisers, LP | 46,803 | $1.25M | 0.00% | +5,200+12.5% | Added |
| Two Sigma Investments, LP | 47,106 | $1.26M | 0.00% | +4,963+11.8% | Added |
| Invesco Ltd. | 51,476 | $1.38M | 0.00% | −137−0.3% | Reduced |
| B. Riley Asset Management, LLC | 55,916 | $1.50M | 0.54% | +27,900+99.6% | Added |
| Principal Financial Group Inc | 60,057 | $1.61M | 0.00% | −1,677−2.7% | Reduced |
| M&T Bank Corp | 68,482 | $1.84M | 0.01% | +10,909+18.9% | Added |
| Cambiar Investors LLC | 75,949 | $2.04M | 0.08% | 00.0% | Unchanged |
| Wellington Management Group LLP | 86,800 | $2.33M | 0.00% | +86,800 | New |
| American Capital Management Inc | 88,955 | $2.38M | 0.08% | −38,395−30.1% | Reduced |
| Charles Schwab Investment Management Inc | 92,558 | $2.48M | 0.00% | −213−0.2% | Reduced |
| Bank of New York Mellon Corp | 103,616 | $2.78M | 0.00% | +824+0.8% | Added |
| Northern Trust Corp | 147,719 | $3.96M | 0.00% | +5,063+3.5% | Added |
| Portolan Capital Management, LLC | 148,688 | $3.99M | 0.35% | +29,730+25.0% | Added |
| Morgan Stanley | 161,567 | $4.33M | 0.00% | +9,752+6.4% | Added |
| Federated Hermes, Inc. | 248,593 | $6.66M | 0.02% | −23,546−8.7% | Reduced |
| Geode Capital Management, LLC | 269,888 | $7.24M | 0.00% | +10,807+4.2% | Added |
| State Street Corp | 457,842 | $12.3M | 0.00% | +23,810+5.5% | Added |
| Renaissance Technologies LLC | 595,906 | $16.0M | 0.02% | −17,600−2.9% | Reduced |