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, 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
- 10.3M
- −401.9K (−3.8%) vs. Q4 2023
- Total value
- $221.1M
- −$64.6M (−22.6%) 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 | $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, 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 |
|---|---|---|---|---|---|
| Covestor Ltd | 2 | $0 | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 2 | $43 | 0.00% | +2 | New |
| Advisor Group Holdings, Inc. | 7 | $150 | 0.00% | −748−99.1% | Reduced |
| Massmutual Trust Co FSB | 9 | $194 | 0.00% | +9 | New |
| The PNC Financial Services Group, Inc. | 13 | $280 | 0.00% | −1,540−99.2% | Reduced |
| Huntington National Bank | 42 | $906 | 0.00% | +41+4,100.0% | Added |
| Tower Research Capital LLC (TRC) | 57 | $1.23K | 0.00% | −4,089−98.6% | Reduced |
| Quarry LP | 63 | $1.36K | 0.00% | +63 | New |
| Private Wealth Management Group, LLC | 74 | $1.60K | 0.00% | +74 | New |
| Benjamin F. Edwards & Company, Inc. | 84 | $2.00K | 0.00% | +84 | New |
| Allworth Financial LP | 128 | $2.76K | 0.00% | +128 | New |
| Simplex Trading, LLC | 209 | $4.00K | 0.00% | +28+15.5% | Added |
| GAMMA Investing LLC | 338 | $7.29K | 0.00% | +308+1,026.7% | Added |
| Amalgamated Bank | 389 | $8.00K | 0.00% | −4,611−92.2% | Reduced |
| Teachers Retirement System of the State of Kentucky | 398 | $9.00K | 0.00% | −3,100−88.6% | Reduced |
| FMR LLC | 460 | $9.92K | 0.00% | −322−41.2% | Reduced |
| CWM, LLC | 572 | $12.0K | 0.00% | +415+264.3% | Added |
| Metropolitan Life Insurance Co | 698 | $15.0K | 0.00% | 00.0% | Unchanged |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 848 | $18.3K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 966 | $20.8K | 0.00% | 00.0% | Unchanged |
| Royal Bank of Canada | 955 | $21.0K | 0.00% | −2,947−75.5% | Reduced |
| US Bancorp | 1,043 | $22.5K | 0.00% | −3,691−78.0% | Reduced |
| Point72 (DIFC) Ltd | 1,055 | $22.7K | 0.00% | +1,055 | New |
| Quest Partners LLC | 1,108 | $23.9K | 0.00% | +71+6.8% | Added |
| Quadrant Capital Group LLC | 1,919 | $41.4K | 0.00% | +1,919 | New |
| Citigroup Inc | 2,398 | $51.7K | 0.00% | −9,996−80.7% | Reduced |
| Victory Capital Management Inc | 2,453 | $52.9K | 0.00% | −565−18.7% | Reduced |
| State of Tennessee, Treasury Department | 3,075 | $66.3K | 0.00% | −748−19.6% | Reduced |
| Wells Fargo & Company | 3,580 | $77.2K | 0.00% | +490+15.9% | Added |
| Nisa Investment Advisors, LLC | 4,400 | $94.9K | 0.00% | −15−0.3% | Reduced |
| Capital Impact Advisors, LLC | 4,946 | $106.6K | 0.14% | 00.0% | Unchanged |
| MetLife Investment Management | 5,365 | $115.7K | 0.00% | 00.0% | Unchanged |
| Deutsche Bank AG | 5,737 | $123.7K | 0.00% | 00.0% | Unchanged |
| American International Group, Inc. | 5,792 | $124.9K | 0.00% | −591−9.3% | Reduced |
| New York State Common Retirement Fund | 8,393 | $181.0K | 0.00% | +3,689+78.4% | Added |
| Great West Life Assurance Co | 8,774 | $189.0K | 0.00% | −9,458−51.9% | Reduced |
| Numerai GP LLC | 9,544 | $205.8K | 0.09% | +9,544 | New |
| Paloma Partners Management Co | 10,276 | $221.6K | 0.03% | +10,276 | New |
| Quantbot Technologies LP | 10,365 | $223.5K | 0.01% | +10,365 | New |
| UBS Asset Management Americas Inc | 10,525 | $226.9K | 0.00% | 00.0% | Unchanged |
| Engineers Gate Manager LP | 11,039 | $238.0K | 0.01% | −1,351−10.9% | Reduced |
| Brevan Howard Capital Management LP | 11,342 | $244.5K | 0.02% | +11,342 | New |
| California State Teachers Retirement System | 11,561 | $249.3K | 0.00% | −637−5.2% | Reduced |
| Comerica Bank | 11,789 | $254.2K | 0.00% | +6,510+123.3% | Added |
| Y-Intercept (Hong Kong) Ltd | 11,982 | $258.3K | 0.02% | +11,982 | New |
| HSBC Holdings PLC | 12,420 | $267.8K | 0.00% | +12,420 | New |
| State Board of Administration of Florida Retirement System | 8,607 | $278.4K | 0.00% | +8,607 | New |
| Centiva Capital, LP | 13,176 | $284.1K | 0.02% | +13,176 | New |
| Point72 Asia (Singapore) Pte. Ltd. | 14,046 | $302.8K | 0.08% | +14,046 | New |
| ExodusPoint Capital Management, LP | 14,454 | $312.0K | 0.00% | +3,416+30.9% | Added |
| Quadrature Capital Ltd | 14,631 | $315.4K | 0.01% | +14,631 | New |
| Total Clarity Wealth Management, Inc. | 14,725 | $317.5K | 0.11% | −2,070−12.3% | Reduced |
| Rhumbline Advisers | 15,290 | $329.6K | 0.00% | −18,132−54.3% | Reduced |
| Legal & General Group Plc | 15,331 | $330.5K | 0.00% | −20,169−56.8% | Reduced |
| Nebula Research & Development LLC | 16,088 | $346.9K | 0.07% | +16,088 | New |
| Sherbrooke Park Advisers LLC | 16,274 | $350.9K | 0.07% | +16,274 | New |
| Credit Suisse AG | 17,261 | $372.1K | 0.00% | 00.0% | Unchanged |
| Marshall Wace, LLP | 19,893 | $428.9K | 0.00% | +19,893 | New |
| Qube Research & Technologies Ltd | 20,335 | $438.4K | 0.00% | +20,335 | New |
| Swiss National Bank | 22,750 | $490.5K | 0.00% | 00.0% | Unchanged |
| UBS Group AG | 23,217 | $500.6K | 0.00% | +10,112+77.2% | Added |
| Mirabella Financial Services LLP | 23,810 | $513.3K | 0.04% | +23,810 | New |
| BNP Paribas Arbitrage, SA | 24,023 | $517.9K | 0.00% | +9,299+63.2% | Added |
| Trexquant Investment LP | 24,392 | $525.9K | 0.01% | +24,392 | New |
| Barclays PLC | 26,821 | $578.3K | 0.00% | −2,286−7.9% | Reduced |
| Price T Rowe Associates Inc | 29,259 | $631.0K | 0.00% | +6,988+31.4% | Added |
| Panagora Asset Management Inc | 29,330 | $632.4K | 0.00% | −3,857−11.6% | Reduced |
| Goldman Sachs Group Inc | 30,680 | $661.5K | 0.00% | −2,727−8.2% | Reduced |
| Jump Financial, LLC | 31,321 | $675.3K | 0.02% | +31,321 | New |
| Nuveen Asset Management, LLC | 32,333 | $697.1K | 0.00% | 00.0% | Unchanged |
| Invesco Ltd. | 32,524 | $701.2K | 0.00% | −18,952−36.8% | Reduced |
| D. E. Shaw & Co., Inc. | 33,306 | $718.1K | 0.00% | +22,098+197.2% | Added |
| AQR Capital Management LLC | 34,017 | $733.4K | 0.00% | +10,417+44.1% | Added |
| Auxier Asset Management | 34,783 | $749.9K | 0.11% | −1,000−2.8% | Reduced |
| Acadian Asset Management LLC | 37,732 | $812.0K | 0.00% | +37,732 | New |
| Cornercap Investment Counsel Inc | 38,518 | $830.4K | 0.13% | 00.0% | Unchanged |
| Cubist Systematic Strategies, LLC | 40,748 | $878.5K | 0.01% | +40,748 | New |
| Wedge Capital Management L L P | 46,160 | $995.2K | 0.02% | +20,704+81.3% | Added |
| Cooper Creek Partners Management LLC | 46,779 | $1.01M | 0.04% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 51,994 | $1.12M | 0.00% | +26,057+100.5% | Added |
| Two Sigma Advisers, LP | 53,703 | $1.16M | 0.00% | +6,900+14.7% | Added |
| Bank of New York Mellon Corp | 55,942 | $1.21M | 0.00% | −47,674−46.0% | Reduced |
| Gsa Capital Partners LLP | 58,098 | $1.25M | 0.10% | +17,864+44.4% | Added |
| Advisors Preferred, LLC | 68,552 | $1.43M | 0.24% | +68,552 | New |
| Federated Hermes, Inc. | 67,832 | $1.46M | 0.00% | −180,761−72.7% | Reduced |
| M&T Bank Corp | 68,516 | $1.48M | 0.01% | +340.0% | Added |
| Cambiar Investors LLC | 73,955 | $1.59M | 0.06% | −1,994−2.6% | Reduced |
| Bank of America Corp | 77,437 | $1.67M | 0.00% | +32,090+70.8% | Added |
| American Capital Management Inc | 79,955 | $1.72M | 0.06% | −9,000−10.1% | Reduced |
| Two Sigma Investments, LP | 84,483 | $1.82M | 0.00% | +37,377+79.3% | Added |
| Charles Schwab Investment Management Inc | 94,024 | $2.03M | 0.00% | +1,466+1.6% | Added |
| Jane Street Group, LLC | 100,568 | $2.17M | 0.00% | +100,568 | New |
| HRT Financial LP | 104,215 | $2.25M | 0.01% | +104,215 | New |
| Millennium Management LLC | 116,930 | $2.52M | 0.00% | +103,525+772.3% | Added |
| Northern Trust Corp | 135,719 | $2.93M | 0.00% | −12,000−8.1% | Reduced |
| Citadel Advisors LLC | 157,271 | $3.39M | 0.00% | +136,846+670.0% | Added |
| Wellington Management Group LLP | 170,900 | $3.68M | 0.00% | +84,100+96.9% | Added |
| Morgan Stanley | 181,893 | $3.92M | 0.00% | +20,326+12.6% | Added |
| State Street Corp | 277,035 | $5.97M | 0.00% | −180,807−39.5% | Reduced |
| Geode Capital Management, LLC | 279,409 | $6.02M | 0.00% | +9,521+3.5% | Added |