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, Q1 2024
Institutional positions in Forrester Research, Inc. as of Mar 31, 2024. 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
- 108
- +3 vs. Q4 2023
- Shares held
- 10.7M
- −173.7K (−1.6%) vs. Q4 2023
- Total value
- $230.1M
- −$60.6M (−20.9%) vs. Q4 2023
- New holders
- 31
- 29 more added
- Sold out
- 28
- 35 more reduced
Compare with Q4 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, Q1 2024
Shares, value and share of portfolio for each institution holding Forrester Research, Inc.; share changes are against Q4 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Royce & Associates LP | 2,253,501 | $48.6M | 0.43% | +106,484+5.0% | Added |
| Vanguard Group Inc | 957,649 | $20.6M | 0.00% | −433,706−31.2% | Reduced |
| BlackRock Inc. | 918,053 | $19.8M | 0.00% | −942,154−50.6% | Reduced |
| ArrowMark Colorado Holdings LLC | 714,821 | $15.4M | 0.17% | −50,063−6.5% | Reduced |
| Renaissance Technologies LLC | 557,706 | $12.0M | 0.02% | −38,200−6.4% | Reduced |
| Morgan Stanley | 545,679 | $11.8M | 0.00% | +222,545+68.9% | Added |
| Dimensional Fund Advisors LP | 545,109 | $11.8M | 0.00% | −65,193−10.7% | Reduced |
| Kent Lake Capital LLC | 532,152 | $11.5M | 5.01% | +532,152 | New |
| Portolan Capital Management, LLC | 395,638 | $8.53M | 0.65% | +246,950+166.1% | Added |
| Geode Capital Management, LLC | 279,409 | $6.02M | 0.00% | +9,521+3.5% | Added |
| State Street Corp | 277,035 | $5.97M | 0.00% | −180,807−39.5% | Reduced |
| Wellington Management Group LLP | 170,900 | $3.68M | 0.00% | +84,100+96.9% | Added |
| Citadel Advisors LLC | 157,271 | $3.39M | 0.00% | +136,846+670.0% | Added |
| Northern Trust Corp | 135,719 | $2.93M | 0.00% | −12,000−8.1% | Reduced |
| Millennium Management LLC | 116,930 | $2.52M | 0.00% | +103,525+772.3% | Added |
| HRT Financial LP | 104,215 | $2.25M | 0.01% | +104,215 | New |
| JPMorgan Chase & Co | 103,988 | $2.24M | 0.00% | +52,114+100.5% | Added |
| Jane Street Group, LLC | 100,568 | $2.17M | 0.00% | +100,568 | New |
| Charles Schwab Investment Management Inc | 94,024 | $2.03M | 0.00% | +1,466+1.6% | Added |
| Two Sigma Investments, LP | 84,483 | $1.82M | 0.00% | +37,377+79.3% | Added |
| American Capital Management Inc | 79,955 | $1.72M | 0.06% | −9,000−10.1% | Reduced |
| Bank of America Corp | 77,437 | $1.67M | 0.00% | +32,090+70.8% | Added |
| Cambiar Investors LLC | 73,955 | $1.59M | 0.06% | −1,994−2.6% | Reduced |
| M&T Bank Corp | 68,516 | $1.48M | 0.01% | +340.0% | Added |
| Federated Hermes, Inc. | 67,832 | $1.46M | 0.00% | −180,761−72.7% | Reduced |
| Advisors Preferred, LLC | 68,552 | $1.43M | 0.24% | +68,552 | New |
| Gsa Capital Partners LLP | 58,098 | $1.25M | 0.10% | +17,864+44.4% | Added |
| Bank of New York Mellon Corp | 55,942 | $1.21M | 0.00% | −47,674−46.0% | Reduced |
| Two Sigma Advisers, LP | 53,703 | $1.16M | 0.00% | +6,900+14.7% | Added |
| Cooper Creek Partners Management LLC | 46,779 | $1.01M | 0.04% | 00.0% | Unchanged |
| Wedge Capital Management L L P | 46,160 | $995.2K | 0.02% | +20,704+81.3% | Added |
| Cubist Systematic Strategies, LLC | 40,748 | $878.5K | 0.01% | +40,748 | New |
| Cornercap Investment Counsel Inc | 38,518 | $830.4K | 0.13% | 00.0% | Unchanged |
| Acadian Asset Management LLC | 37,732 | $812.0K | 0.00% | +37,732 | New |
| Auxier Asset Management | 34,783 | $749.9K | 0.11% | −1,000−2.8% | Reduced |
| AQR Capital Management LLC | 34,017 | $733.4K | 0.00% | +10,417+44.1% | Added |
| D. E. Shaw & Co., Inc. | 33,306 | $718.1K | 0.00% | +22,098+197.2% | Added |
| Invesco Ltd. | 32,524 | $701.2K | 0.00% | −18,952−36.8% | Reduced |
| Nuveen Asset Management, LLC | 32,333 | $697.1K | 0.00% | 00.0% | Unchanged |
| Jump Financial, LLC | 31,321 | $675.3K | 0.02% | +31,321 | New |
| Goldman Sachs Group Inc | 30,680 | $661.5K | 0.00% | −2,727−8.2% | Reduced |
| Panagora Asset Management Inc | 29,330 | $632.4K | 0.00% | −3,857−11.6% | Reduced |
| Price T Rowe Associates Inc | 29,259 | $631.0K | 0.00% | +6,988+31.4% | Added |
| Barclays PLC | 26,821 | $578.3K | 0.00% | −2,286−7.9% | Reduced |
| Trexquant Investment LP | 24,392 | $525.9K | 0.01% | +24,392 | New |
| BNP Paribas Arbitrage, SA | 24,023 | $517.9K | 0.00% | +9,299+63.2% | Added |
| Mirabella Financial Services LLP | 23,810 | $513.3K | 0.04% | +23,810 | New |
| UBS Group AG | 23,217 | $500.6K | 0.00% | +10,112+77.2% | Added |
| Swiss National Bank | 22,750 | $490.5K | 0.00% | 00.0% | Unchanged |
| Qube Research & Technologies Ltd | 20,335 | $438.4K | 0.00% | +20,335 | New |
| Marshall Wace, LLP | 19,893 | $428.9K | 0.00% | +19,893 | New |
| Credit Suisse AG | 17,261 | $372.1K | 0.00% | 00.0% | Unchanged |
| Sherbrooke Park Advisers LLC | 16,274 | $350.9K | 0.07% | +16,274 | New |
| Nebula Research & Development LLC | 16,088 | $346.9K | 0.07% | +16,088 | New |
| Legal & General Group Plc | 15,331 | $330.5K | 0.00% | −20,169−56.8% | Reduced |
| Rhumbline Advisers | 15,290 | $329.6K | 0.00% | −18,132−54.3% | Reduced |
| Total Clarity Wealth Management, Inc. | 14,725 | $317.5K | 0.11% | −2,070−12.3% | Reduced |
| Quadrature Capital Ltd | 14,631 | $315.4K | 0.01% | +14,631 | New |
| ExodusPoint Capital Management, LP | 14,454 | $312.0K | 0.00% | +3,416+30.9% | Added |
| Point72 Asia (Singapore) Pte. Ltd. | 14,046 | $302.8K | 0.08% | +14,046 | New |
| Centiva Capital, LP | 13,176 | $284.1K | 0.02% | +13,176 | New |
| State Board of Administration of Florida Retirement System | 8,607 | $278.4K | 0.00% | +8,607 | New |
| HSBC Holdings PLC | 12,420 | $267.8K | 0.00% | +12,420 | New |
| Y-Intercept (Hong Kong) Ltd | 11,982 | $258.3K | 0.02% | +11,982 | New |
| Comerica Bank | 11,789 | $254.2K | 0.00% | +6,510+123.3% | Added |
| California State Teachers Retirement System | 11,561 | $249.3K | 0.00% | −637−5.2% | Reduced |
| Brevan Howard Capital Management LP | 11,342 | $244.5K | 0.02% | +11,342 | New |
| Engineers Gate Manager LP | 11,039 | $238.0K | 0.01% | −1,351−10.9% | Reduced |
| UBS Asset Management Americas Inc | 10,525 | $226.9K | 0.00% | 00.0% | Unchanged |
| Quantbot Technologies LP | 10,365 | $223.5K | 0.01% | +10,365 | New |
| Paloma Partners Management Co | 10,276 | $221.6K | 0.03% | +10,276 | New |
| Numerai GP LLC | 9,544 | $205.8K | 0.09% | +9,544 | New |
| Great West Life Assurance Co | 8,774 | $189.0K | 0.00% | −9,458−51.9% | Reduced |
| New York State Common Retirement Fund | 8,393 | $181.0K | 0.00% | +3,689+78.4% | Added |
| American International Group, Inc. | 5,792 | $124.9K | 0.00% | −591−9.3% | Reduced |
| Deutsche Bank AG | 5,737 | $123.7K | 0.00% | 00.0% | Unchanged |
| MetLife Investment Management | 5,365 | $115.7K | 0.00% | 00.0% | Unchanged |
| Capital Impact Advisors, LLC | 4,946 | $106.6K | 0.14% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 4,400 | $94.9K | 0.00% | −15−0.3% | Reduced |
| Wells Fargo & Company | 3,580 | $77.2K | 0.00% | +490+15.9% | Added |
| State of Tennessee, Treasury Department | 3,075 | $66.3K | 0.00% | −748−19.6% | Reduced |
| Victory Capital Management Inc | 2,453 | $52.9K | 0.00% | −565−18.7% | Reduced |
| Citigroup Inc | 2,398 | $51.7K | 0.00% | −9,996−80.7% | Reduced |
| Quadrant Capital Group LLC | 1,919 | $41.4K | 0.00% | +1,919 | New |
| Quest Partners LLC | 1,108 | $23.9K | 0.00% | +71+6.8% | Added |
| Point72 (DIFC) Ltd | 1,055 | $22.7K | 0.00% | +1,055 | New |
| US Bancorp | 1,043 | $22.5K | 0.00% | −3,691−78.0% | Reduced |
| Royal Bank of Canada | 955 | $21.0K | 0.00% | −2,947−75.5% | Reduced |
| Ameritas Investment Partners, Inc. | 966 | $20.8K | 0.00% | 00.0% | Unchanged |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 848 | $18.3K | 0.00% | 00.0% | Unchanged |
| Metropolitan Life Insurance Co | 698 | $15.0K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 572 | $12.0K | 0.00% | +415+264.3% | Added |
| FMR LLC | 460 | $9.92K | 0.00% | −322−41.2% | Reduced |
| Teachers Retirement System of the State of Kentucky | 398 | $9.00K | 0.00% | −3,100−88.6% | Reduced |
| Amalgamated Bank | 389 | $8.00K | 0.00% | −4,611−92.2% | Reduced |
| GAMMA Investing LLC | 338 | $7.29K | 0.00% | +308+1,026.7% | Added |
| Simplex Trading, LLC | 209 | $4.00K | 0.00% | +28+15.5% | Added |
| Allworth Financial LP | 128 | $2.76K | 0.00% | +128 | New |
| Benjamin F. Edwards & Company, Inc. | 84 | $2.00K | 0.00% | +84 | New |
| Private Wealth Management Group, LLC | 74 | $1.60K | 0.00% | +74 | New |