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, Q3 2024
Institutional positions in Forrester Research, Inc. as of Sep 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
- 106
- 0 vs. Q2 2024
- Shares held
- 10.3M
- +639.0K (+6.6%) vs. Q2 2024
- Total value
- $186.0M
- +$20.4M (+12.3%) vs. Q2 2024
- New holders
- 15
- 35 more added
- Sold out
- 15
- 42 more reduced
1 institution that held it in Q2 2024 haven't filed for Q3 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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 | $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, Q3 2024
Shares, value and share of portfolio for each institution holding Forrester Research, Inc.; share changes are against Q2 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Royce & Associates LP | 2,476,860 | $44.6M | 0.41% | −7,764−0.3% | Reduced |
| BlackRock, Inc. | 1,034,222 | $18.6M | 0.00% | +1,034,222 | New |
| ArrowMark Colorado Holdings LLC | 784,521 | $14.1M | 0.18% | +26,810+3.5% | Added |
| Vanguard Group Inc | 692,477 | $12.5M | 0.00% | +8,938+1.3% | Added |
| Renaissance Technologies LLC | 503,706 | $9.07M | 0.01% | −25,200−4.8% | Reduced |
| Dimensional Fund Advisors LP | 491,103 | $8.84M | 0.00% | +11,059+2.3% | Added |
| Acadian Asset Management LLC | 302,157 | $5.44M | 0.02% | +71,309+30.9% | Added |
| Geode Capital Management, LLC | 288,561 | $5.20M | 0.00% | −1,355−0.5% | Reduced |
| Ballentine Partners, LLC | 254,399 | $4.58M | 0.08% | +4,342+1.7% | Added |
| State Street Corp | 253,181 | $4.56M | 0.00% | +2,589+1.0% | Added |
| Portolan Capital Management, LLC | 206,599 | $3.72M | 0.27% | −58,278−22.0% | Reduced |
| Hotchkis & Wiley Capital Management LLC | 173,180 | $3.12M | 0.01% | +173,180 | New |
| Two Sigma Advisers, LP | 156,303 | $2.82M | 0.01% | +19,900+14.6% | Added |
| Citadel Advisors LLC | 137,744 | $2.48M | 0.00% | −67,128−32.8% | Reduced |
| Wellington Management Group LLP | 136,634 | $2.46M | 0.00% | −34,266−20.1% | Reduced |
| Pacific Ridge Capital Partners, LLC | 129,540 | $2.33M | 0.55% | +129,540 | New |
| Goldman Sachs Group Inc | 113,802 | $2.05M | 0.00% | −7,611−6.3% | Reduced |
| Northern Trust Corp | 112,449 | $2.03M | 0.00% | +550.0% | Added |
| Morgan Stanley | 108,661 | $1.96M | 0.00% | −3,328−3.0% | Reduced |
| Two Sigma Investments, LP | 101,221 | $1.82M | 0.00% | −12,786−11.2% | Reduced |
| M&T Bank Corp | 99,969 | $1.80M | 0.01% | +22,984+29.9% | Added |
| Charles Schwab Investment Management Inc | 96,308 | $1.73M | 0.00% | +3,289+3.5% | Added |
| Gsa Capital Partners LLP | 96,288 | $1.73M | 0.13% | +22,898+31.2% | Added |
| Kestrel Investment Management Corp | 99,800 | $1.73M | 1.00% | +99,800 | New |
| D. E. Shaw & Co., Inc. | 84,603 | $1.52M | 0.00% | −5,564−6.2% | Reduced |
| Millennium Management LLC | 76,862 | $1.38M | 0.00% | −197,578−72.0% | Reduced |
| Trexquant Investment LP | 76,189 | $1.37M | 0.02% | +10,184+15.4% | Added |
| Cambiar Investors LLC | 74,039 | $1.33M | 0.05% | +84+0.1% | Added |
| Bank of America Corp | 63,096 | $1.14M | 0.00% | −32,465−34.0% | Reduced |
| Nuveen Asset Management, LLC | 62,673 | $1.13M | 0.00% | +15,240+32.1% | Added |
| Jane Street Group, LLC | 59,669 | $1.07M | 0.00% | −108,643−64.5% | Reduced |
| Numerai GP LLC | 55,593 | $1.00M | 0.27% | +13,194+31.1% | Added |
| Federated Hermes, Inc. | 52,916 | $953.0K | 0.00% | −132−0.2% | Reduced |
| Bank of New York Mellon Corp | 51,245 | $922.9K | 0.00% | −8,003−13.5% | Reduced |
| AXA S.A. | 50,590 | $911.1K | 0.00% | −43,416−46.2% | Reduced |
| AQR Capital Management LLC | 50,006 | $900.6K | 0.00% | −13,835−21.7% | Reduced |
| Cooper Creek Partners Management LLC | 46,779 | $842.0K | 0.03% | 00.0% | Unchanged |
| SummerHaven Investment Management, LLC | 45,320 | $816.2K | 0.50% | +45,320 | New |
| Barclays PLC | 44,090 | $794.1K | 0.00% | +18,319+71.1% | Added |
| Walleye Capital LLC | 38,073 | $685.7K | 0.01% | −4,670−10.9% | Reduced |
| Qube Research & Technologies Ltd | 35,116 | $632.4K | 0.00% | −5,502−13.5% | Reduced |
| Auxier Asset Management | 33,412 | $601.8K | 0.09% | +14,024+72.3% | Added |
| Price T Rowe Associates Inc | 32,656 | $589.0K | 0.00% | +49+0.2% | Added |
| SEI Investments Co | 31,170 | $561.4K | 0.00% | +6,050+24.1% | Added |
| Creative Planning | 26,772 | $482.2K | 0.00% | +10,651+66.1% | Added |
| Engineers Gate Manager LP | 26,744 | $481.7K | 0.01% | −4,033−13.1% | Reduced |
| Ancora Advisors, LLC | 25,143 | $452.8K | 0.01% | +25,143 | New |
| Invesco Ltd. | 23,209 | $418.0K | 0.00% | −16,536−41.6% | Reduced |
| Ameriprise Financial Inc | 22,270 | $401.1K | 0.00% | +22,270 | New |
| HRT Financial LP | 21,860 | $393.0K | 0.00% | −78,598−78.2% | Reduced |
| BNP Paribas Arbitrage, SA | 20,916 | $376.7K | 0.00% | +18,410+734.6% | Added |
| Cubist Systematic Strategies, LLC | 18,800 | $338.6K | 0.01% | −67,263−78.2% | Reduced |
| Rhumbline Advisers | 17,234 | $310.4K | 0.00% | −717−4.0% | Reduced |
| Alliancebernstein L.P. | 17,000 | $306.2K | 0.00% | −660−3.7% | Reduced |
| Quest Partners LLC | 15,253 | $274.7K | 0.02% | −1,788−10.5% | Reduced |
| The PNC Financial Services Group, Inc. | 15,151 | $272.9K | 0.00% | +3,937+35.1% | Added |
| Petrus Trust Company, LTA | 15,145 | $272.8K | 0.03% | −28,177−65.0% | Reduced |
| HSBC Holdings PLC | 12,278 | $213.5K | 0.00% | +1,389+12.8% | Added |
| Assenagon Asset Management S.A. | 11,668 | $210.1K | 0.00% | −46,615−80.0% | Reduced |
| Tudor Investment Corp Et Al | 10,715 | $193.0K | 0.00% | −19,378−64.4% | Reduced |
| Squarepoint Ops LLC | 10,526 | $189.6K | 0.00% | −17,780−62.8% | Reduced |
| JPMorgan Chase & Co | 10,456 | $188.3K | 0.00% | −104−1.0% | Reduced |
| Citigroup Inc | 9,499 | $171.1K | 0.00% | +4,027+73.6% | Added |
| Point72 Asia (Singapore) Pte. Ltd. | 9,380 | $168.9K | 0.03% | −1,389−12.9% | Reduced |
| Deutsche Bank AG | 8,686 | $156.4K | 0.00% | +3,579+70.1% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 6,564 | $118.2K | 0.00% | +56+0.9% | Added |
| Royal Bank of Canada | 6,291 | $113.0K | 0.00% | +30+0.5% | Added |
| Corebridge Financial, Inc. | 6,265 | $112.8K | 0.00% | −166−2.6% | Reduced |
| MetLife Investment Management | 6,063 | $109.2K | 0.00% | 00.0% | Unchanged |
| UBS Group AG | 5,523 | $99.5K | 0.00% | −7,374−57.2% | Reduced |
| Wells Fargo & Company | 5,383 | $96.9K | 0.00% | +65+1.2% | Added |
| New York State Common Retirement Fund | 4,699 | $84.6K | 0.00% | 00.0% | Unchanged |
| Aquatic Capital Management LLC | 3,400 | $61.2K | 0.00% | −1,300−27.7% | Reduced |
| State of Tennessee, Treasury Department | 2,897 | $52.2K | 0.00% | −178−5.8% | Reduced |
| Quadrant Capital Group LLC | 2,619 | $47.2K | 0.00% | −165−5.9% | Reduced |
| Victory Capital Management Inc | 2,547 | $45.9K | 0.00% | 00.0% | Unchanged |
| FMR LLC | 2,535 | $45.7K | 0.00% | +1,473+138.7% | Added |
| Lazard Asset Management LLC | 2,395 | $43.0K | 0.00% | +2,395 | New |
| Tower Research Capital LLC (TRC) | 2,302 | $41.5K | 0.00% | −16,015−87.4% | Reduced |
| Nisa Investment Advisors, LLC | 1,788 | $32.2K | 0.00% | +49+2.8% | Added |
| Legal & General Group Plc | 972 | $17.5K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 966 | $17.4K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 920 | $17.0K | 0.00% | +330+55.9% | Added |
| Parallel Advisors, LLC | 888 | $16.0K | 0.00% | 00.0% | Unchanged |
| California State Teachers Retirement System | 866 | $15.6K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 470 | $8.46K | 0.00% | +57+13.8% | Added |
| Amalgamated Bank | 389 | $7.00K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 345 | $6.21K | 0.00% | +345 | New |
| Signaturefd, LLC | 227 | $4.09K | 0.00% | −80−26.1% | Reduced |
| Harbor Capital Advisors, Inc. | 211 | $4.00K | 0.00% | +211 | New |
| Capital Performance Advisors LLP | 151 | $2.72K | 0.00% | +151 | New |
| Advisor Group Holdings, Inc. | 129 | $2.32K | 0.00% | −13−9.2% | Reduced |
| Russell Investments Group, Ltd. | 116 | $2.09K | 0.00% | +76+190.0% | Added |
| Lindbrook Capital, LLC | 106 | $1.91K | 0.00% | −105−49.8% | Reduced |
| EverSource Wealth Advisors, LLC | 100 | $1.80K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 71 | $1.28K | 0.00% | +15+26.8% | Added |
| Private Wealth Management Group, LLC | 61 | $1.10K | 0.00% | 00.0% | Unchanged |
| Sterling Capital Management LLC | 38 | $684 | 0.00% | +38 | New |
| Cornerstone Planning Group LLC | 38 | $570 | 0.00% | +38 | New |
| Rothschild Investment LLC | 20 | $360 | 0.00% | +15+300.0% | Added |