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, Q2 2024
Institutional positions in Forrester Research, Inc. as of Jun 30, 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
- 107
- 0 vs. Q1 2024
- Shares held
- 10.6M
- +337.6K (+3.3%) vs. Q1 2024
- Total value
- $180.6M
- −$40.1M (−18.2%) vs. Q1 2024
- New holders
- 25
- 45 more added
- Sold out
- 25
- 31 more reduced
1 institution that held it in Q1 2024 haven't filed for Q2 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2024: 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, Q2 2024
Shares, value and share of portfolio for each institution holding Forrester Research, Inc.; share changes are against Q1 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Covestor Ltd | 4 | $0 | 0.00% | +2+100.0% | Added |
| Huntington National Bank | 1 | $17 | 0.00% | −41−97.6% | Reduced |
| Rothschild Investment LLC | 5 | $85 | 0.00% | +5 | New |
| Innealta Capital, LLC | 5 | $85 | 0.00% | +5 | New |
| Smartleaf Asset Management LLC | 10 | $169 | 0.00% | +10 | New |
| Allworth Financial LP | 33 | $599 | 0.00% | −95−74.2% | Reduced |
| Russell Investments Group, Ltd. | 40 | $683 | 0.00% | +40 | New |
| GAMMA Investing LLC | 56 | $956 | 0.00% | −282−83.4% | Reduced |
| Private Wealth Management Group, LLC | 61 | $1.04K | 0.00% | −13−17.6% | Reduced |
| EverSource Wealth Advisors, LLC | 100 | $2.02K | 0.00% | +100 | New |
| Advisor Group Holdings, Inc. | 142 | $2.42K | 0.00% | +135+1,928.6% | Added |
| Lindbrook Capital, LLC | 211 | $3.60K | 0.00% | +211 | New |
| Signaturefd, LLC | 307 | $5.24K | 0.00% | +307 | New |
| Amalgamated Bank | 389 | $7.00K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 413 | $7.05K | 0.00% | −630−60.4% | Reduced |
| CWM, LLC | 590 | $10.0K | 0.00% | +18+3.1% | Added |
| California State Teachers Retirement System | 866 | $14.8K | 0.00% | −10,695−92.5% | Reduced |
| Parallel Advisors, LLC | 888 | $15.2K | 0.00% | +888 | New |
| Ameritas Investment Partners, Inc. | 966 | $16.5K | 0.00% | 00.0% | Unchanged |
| Legal & General Group Plc | 972 | $16.6K | 0.00% | −14,359−93.7% | Reduced |
| FMR LLC | 1,062 | $18.1K | 0.00% | +602+130.9% | Added |
| Point72 (DIFC) Ltd | 1,713 | $29.3K | 0.00% | +658+62.4% | Added |
| Nisa Investment Advisors, LLC | 1,739 | $29.7K | 0.00% | −2,661−60.5% | Reduced |
| Quantbot Technologies LP | 1,824 | $31.2K | 0.00% | −8,541−82.4% | Reduced |
| BNP Paribas Arbitrage, SA | 2,506 | $42.8K | 0.00% | −21,517−89.6% | Reduced |
| Victory Capital Management Inc | 2,547 | $43.5K | 0.00% | +94+3.8% | Added |
| Quadrant Capital Group LLC | 2,784 | $47.6K | 0.00% | +865+45.1% | Added |
| State of Tennessee, Treasury Department | 3,075 | $52.5K | 0.00% | 00.0% | Unchanged |
| EntryPoint Capital, LLC | 3,394 | $58.0K | 0.03% | +3,394 | New |
| New York State Common Retirement Fund | 4,699 | $80.3K | 0.00% | −3,694−44.0% | Reduced |
| Aquatic Capital Management LLC | 4,700 | $80.3K | 0.00% | +4,700 | New |
| Deutsche Bank AG | 5,107 | $87.2K | 0.00% | −630−11.0% | Reduced |
| JPMorgan Chase & Co | 5,280 | $90.2K | 0.00% | −46,714−89.8% | Reduced |
| Wells Fargo & Company | 5,318 | $90.8K | 0.00% | +1,738+48.5% | Added |
| Citigroup Inc | 5,472 | $93.5K | 0.00% | +3,074+128.2% | Added |
| MetLife Investment Management | 6,063 | $103.6K | 0.00% | +698+13.0% | Added |
| Royal Bank of Canada | 6,261 | $107.0K | 0.00% | +5,306+555.6% | Added |
| Corebridge Financial, Inc. | 6,431 | $109.8K | 0.00% | +6,431 | New |
| Mirae Asset Global ETFs Holdings Ltd. | 6,508 | $111.2K | 0.00% | +6,508 | New |
| Y-Intercept (Hong Kong) Ltd | 10,451 | $178.5K | 0.01% | −1,531−12.8% | Reduced |
| Point72 Asia (Singapore) Pte. Ltd. | 10,769 | $183.9K | 0.04% | −3,277−23.3% | Reduced |
| HSBC Holdings PLC | 10,889 | $188.1K | 0.00% | −1,531−12.3% | Reduced |
| The PNC Financial Services Group, Inc. | 11,214 | $191.5K | 0.00% | +11,201+86,161.5% | Added |
| UBS Group AG | 12,897 | $220.3K | 0.00% | −10,320−44.5% | Reduced |
| Watchman Group, Inc. | 14,538 | $248.3K | 0.08% | +14,538 | New |
| Occudo Quantitative Strategies LP | 14,863 | $253.9K | 0.05% | +14,863 | New |
| Comerica Bank | 14,911 | $254.7K | 0.00% | +3,122+26.5% | Added |
| Creative Planning | 16,121 | $275.3K | 0.00% | +16,121 | New |
| Jump Financial, LLC | 16,608 | $283.7K | 0.01% | −14,713−47.0% | Reduced |
| Quest Partners LLC | 17,041 | $291.1K | 0.04% | +15,933+1,438.0% | Added |
| Alliancebernstein L.P. | 17,660 | $301.6K | 0.00% | +17,660 | New |
| Rhumbline Advisers | 17,951 | $306.6K | 0.00% | +2,661+17.4% | Added |
| Susquehanna International Group, LLP | 18,202 | $310.9K | 0.00% | +18,202 | New |
| Tower Research Capital LLC (TRC) | 18,317 | $312.9K | 0.01% | +18,260+32,035.1% | Added |
| Nebula Research & Development LLC | 18,803 | $321.2K | 0.05% | +2,715+16.9% | Added |
| Auxier Asset Management | 19,388 | $331.1K | 0.05% | −15,395−44.3% | Reduced |
| Marshall Wace, LLP | 23,445 | $400.4K | 0.00% | +3,552+17.9% | Added |
| SEI Investments Co | 25,120 | $429.0K | 0.00% | +25,120 | New |
| Barclays PLC | 25,771 | $440.2K | 0.00% | −1,050−3.9% | Reduced |
| Squarepoint Ops LLC | 28,306 | $483.5K | 0.00% | +28,306 | New |
| Total Clarity Wealth Management, Inc. | 29,299 | $500.4K | 0.17% | +14,574+99.0% | Added |
| Tudor Investment Corp Et Al | 30,093 | $514.0K | 0.01% | +30,093 | New |
| Engineers Gate Manager LP | 30,777 | $525.7K | 0.01% | +19,738+178.8% | Added |
| Price T Rowe Associates Inc | 32,607 | $557.0K | 0.00% | +3,348+11.4% | Added |
| Cornercap Investment Counsel Inc | 37,467 | $639.9K | 0.10% | −1,051−2.7% | Reduced |
| Invesco Ltd. | 39,745 | $678.8K | 0.00% | +7,221+22.2% | Added |
| Qube Research & Technologies Ltd | 40,618 | $693.8K | 0.00% | +20,283+99.7% | Added |
| Numerai GP LLC | 42,399 | $724.2K | 0.26% | +32,855+344.2% | Added |
| Walleye Capital LLC | 42,743 | $730.0K | 0.01% | +42,743 | New |
| Petrus Trust Company, LTA | 43,322 | $739.9K | 0.07% | +43,322 | New |
| Cooper Creek Partners Management LLC | 46,779 | $799.0K | 0.03% | 00.0% | Unchanged |
| AXA S.A. | 47,003 | $802.8K | 0.00% | +47,003 | New |
| Nuveen Asset Management, LLC | 47,433 | $810.2K | 0.00% | +15,100+46.7% | Added |
| Federated Hermes, Inc. | 53,048 | $906.1K | 0.00% | −14,784−21.8% | Reduced |
| Wedge Capital Management L L P | 57,632 | $984.4K | 0.02% | +11,472+24.9% | Added |
| Assenagon Asset Management S.A. | 58,283 | $995.5K | 0.00% | +58,283 | New |
| Bank of New York Mellon Corp | 59,248 | $1.01M | 0.00% | +3,306+5.9% | Added |
| AQR Capital Management LLC | 63,841 | $1.09M | 0.00% | +29,824+87.7% | Added |
| Trexquant Investment LP | 66,005 | $1.13M | 0.02% | +41,613+170.6% | Added |
| Gsa Capital Partners LLP | 73,390 | $1.25M | 0.09% | +15,292+26.3% | Added |
| Cambiar Investors LLC | 73,955 | $1.26M | 0.05% | 00.0% | Unchanged |
| M&T Bank Corp | 76,985 | $1.31M | 0.00% | +8,469+12.4% | Added |
| Cubist Systematic Strategies, LLC | 86,063 | $1.47M | 0.03% | +45,315+111.2% | Added |
| D. E. Shaw & Co., Inc. | 90,167 | $1.54M | 0.00% | +56,861+170.7% | Added |
| Charles Schwab Investment Management Inc | 93,019 | $1.59M | 0.00% | −1,005−1.1% | Reduced |
| Bank of America Corp | 95,561 | $1.63M | 0.00% | +18,124+23.4% | Added |
| HRT Financial LP | 100,458 | $1.72M | 0.01% | −3,757−3.6% | Reduced |
| Morgan Stanley | 111,989 | $1.91M | 0.00% | −69,904−38.4% | Reduced |
| Northern Trust Corp | 112,394 | $1.92M | 0.00% | −23,325−17.2% | Reduced |
| Two Sigma Investments, LP | 114,007 | $1.95M | 0.00% | +29,524+34.9% | Added |
| Goldman Sachs Group Inc | 121,413 | $2.07M | 0.00% | +90,733+295.7% | Added |
| Two Sigma Advisers, LP | 136,403 | $2.33M | 0.01% | +82,700+154.0% | Added |
| Jane Street Group, LLC | 168,312 | $2.87M | 0.00% | +67,744+67.4% | Added |
| Wellington Management Group LLP | 170,900 | $2.92M | 0.00% | 00.0% | Unchanged |
| Citadel Advisors LLC | 204,872 | $3.50M | 0.00% | +47,601+30.3% | Added |
| Acadian Asset Management LLC | 230,848 | $3.94M | 0.01% | +193,116+511.8% | Added |
| Ballentine Partners, LLC | 250,057 | $4.27M | 0.08% | +250,057 | New |
| State Street Corp | 250,592 | $4.28M | 0.00% | −26,443−9.5% | Reduced |
| Portolan Capital Management, LLC | 264,877 | $4.52M | 0.37% | −130,761−33.1% | Reduced |
| Millennium Management LLC | 274,440 | $4.69M | 0.00% | +157,510+134.7% | Added |