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 |
|---|---|---|---|---|---|
| Portolan Capital Management, LLC | 395,638 | $8.53M | 0.65% | +246,950+166.1% | Added |
| Kent Lake Capital LLC | 532,152 | $11.5M | 5.01% | +532,152 | New |
| Dimensional Fund Advisors LP | 545,109 | $11.8M | 0.00% | −65,193−10.7% | Reduced |
| Renaissance Technologies LLC | 557,706 | $12.0M | 0.02% | −38,200−6.4% | Reduced |
| ArrowMark Colorado Holdings LLC | 714,821 | $15.4M | 0.18% | −50,063−6.5% | Reduced |
| BlackRock Inc. | 918,053 | $19.8M | 0.00% | −942,154−50.6% | Reduced |
| Vanguard Group Inc | 957,649 | $20.6M | 0.00% | −433,706−31.2% | Reduced |
| Royce & Associates LP | 2,253,501 | $48.6M | 0.43% | +106,484+5.0% | Added |
| Principal Financial Group Inc | 0 | $0 | 0.00% | −60,057−100.0% | Sold out |
| B. Riley Asset Management, LLC | 0 | $0 | 0.00% | −55,916−100.0% | Sold out |
| Ameriprise Financial Inc | 0 | $0 | 0.00% | −33,769−100.0% | Sold out |
| Boothbay Fund Management, LLC | 0 | $0 | 0.00% | −28,232−100.0% | Sold out |
| Invenomic Capital Management LP | 0 | $0 | 0.00% | −27,824−100.0% | Sold out |
| Public Sector Pension Investment Board | 0 | $0 | 0.00% | −23,954−100.0% | Sold out |
| State of Wisconsin Investment Board | 0 | $0 | 0.00% | −19,691−100.0% | Sold out |
| Watchman Group, Inc. | 0 | $0 | 0.00% | −14,538−100.0% | Sold out |
| Prudential Financial Inc | 0 | $0 | 0.00% | −13,452−100.0% | Sold out |
| Cullen Capital Management LLC | 0 | $0 | 0.00% | −12,554−100.0% | Sold out |
| Jacobs Levy Equity Management, Inc | 0 | $0 | 0.00% | −12,267−100.0% | Sold out |
| New York Life Investment Management LLC | 0 | $0 | 0.00% | −10,758−100.0% | Sold out |
| Thrivent Financial for Lutherans | 0 | $0 | 0.00% | −10,286−100.0% | Sold out |
| Texas Permanent School Fund | 0 | $0 | 0.00% | −9,968−100.0% | Sold out |
| Envestnet Asset Management Inc | 0 | $0 | 0.00% | −9,449−100.0% | Sold out |
| Man Group plc | 0 | $0 | 0.00% | −9,441−100.0% | Sold out |
| Alliancebernstein L.P. | 0 | $0 | 0.00% | −8,440−100.0% | Sold out |
| Occudo Quantitative Strategies LP | 0 | $0 | 0.00% | −8,373−100.0% | Sold out |
| Harbor Capital Advisors, Inc. | 0 | $0 | 0.00% | −7,371−100.0% | Sold out |
| State of Alaska, Department of Revenue | 0 | $0 | 0.00% | −7,102−100.0% | Sold out |
| Illinois Municipal Retirement Fund | 0 | $0 | 0.00% | −6,919−100.0% | Sold out |
| New York State Teachers Retirement System | 0 | $0 | 0.00% | −6,382−100.0% | Sold out |
| SG Americas Securities, LLC | 0 | $0 | 0.00% | −4,380−100.0% | Sold out |
| Oregon Public Employees Retirement Fund | 0 | $0 | 0.00% | −3,333−100.0% | Sold out |
| EntryPoint Capital, LLC | 0 | $0 | 0.00% | −1,796−100.0% | Sold out |
| Russell Investments Group, Ltd. | 0 | $0 | 0.00% | −450−100.0% | Sold out |
| Parkside Financial Bank & Trust | 0 | $0 | 0.00% | −8−100.0% | Sold out |
| Farmers & Merchants Investments Inc | 0 | $0 | 0.00% | −8−100.0% | Sold out |