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, 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
- +686.1K (+7.1%) vs. Q2 2024
- Total value
- $185.9M
- +$21.2M (+12.9%) vs. Q2 2024
- New holders
- 15
- 36 more added
- Sold out
- 15
- 41 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 | $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, 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 |
|---|---|---|---|---|---|
| Covestor Ltd | 4 | $0 | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 1 | $18 | 0.00% | 00.0% | Unchanged |
| National Bank of Canada | 1 | $18 | 0.00% | +1 | New |
| Smartleaf Asset Management LLC | 10 | $171 | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 14 | $252 | 0.00% | +14 | New |
| Allworth Financial LP | 17 | $307 | 0.00% | −16−48.5% | Reduced |
| Rothschild Investment LLC | 20 | $360 | 0.00% | +15+300.0% | Added |
| Cornerstone Planning Group LLC | 38 | $570 | 0.00% | +38 | New |
| Sterling Capital Management LLC | 38 | $684 | 0.00% | +38 | New |
| Private Wealth Management Group, LLC | 61 | $1.10K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 71 | $1.28K | 0.00% | +15+26.8% | Added |
| EverSource Wealth Advisors, LLC | 100 | $1.80K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 106 | $1.91K | 0.00% | −105−49.8% | Reduced |
| Russell Investments Group, Ltd. | 116 | $2.09K | 0.00% | +76+190.0% | Added |
| Advisor Group Holdings, Inc. | 129 | $2.32K | 0.00% | −13−9.2% | Reduced |
| Capital Performance Advisors LLP | 151 | $2.72K | 0.00% | +151 | New |
| Harbor Capital Advisors, Inc. | 211 | $4.00K | 0.00% | +211 | New |
| Signaturefd, LLC | 227 | $4.09K | 0.00% | −80−26.1% | Reduced |
| Quarry LP | 345 | $6.21K | 0.00% | +345 | New |
| Amalgamated Bank | 389 | $7.00K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 470 | $8.46K | 0.00% | +57+13.8% | Added |
| California State Teachers Retirement System | 866 | $15.6K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 888 | $16.0K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 920 | $17.0K | 0.00% | +330+55.9% | Added |
| Ameritas Investment Partners, Inc. | 966 | $17.4K | 0.00% | 00.0% | Unchanged |
| Legal & General Group Plc | 972 | $17.5K | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 1,788 | $32.2K | 0.00% | +49+2.8% | Added |
| Tower Research Capital LLC (TRC) | 2,302 | $41.5K | 0.00% | −16,015−87.4% | Reduced |
| Lazard Asset Management LLC | 2,395 | $43.0K | 0.00% | +2,395 | New |
| FMR LLC | 2,535 | $45.7K | 0.00% | +1,473+138.7% | Added |
| Victory Capital Management Inc | 2,547 | $45.9K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 2,619 | $47.2K | 0.00% | −165−5.9% | Reduced |
| State of Tennessee, Treasury Department | 2,897 | $52.2K | 0.00% | −178−5.8% | Reduced |
| Aquatic Capital Management LLC | 3,400 | $61.2K | 0.00% | −1,300−27.7% | Reduced |
| New York State Common Retirement Fund | 4,699 | $84.6K | 0.00% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 5,228 | $94.2K | 0.00% | −52−1.0% | Reduced |
| Wells Fargo & Company | 5,383 | $96.9K | 0.00% | +65+1.2% | Added |
| UBS Group AG | 5,523 | $99.5K | 0.00% | −7,374−57.2% | Reduced |
| MetLife Investment Management | 6,063 | $109.2K | 0.00% | 00.0% | Unchanged |
| Corebridge Financial, Inc. | 6,265 | $112.8K | 0.00% | −166−2.6% | Reduced |
| Royal Bank of Canada | 6,291 | $113.0K | 0.00% | +30+0.5% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 6,564 | $118.2K | 0.00% | +56+0.9% | Added |
| Deutsche Bank AG | 8,686 | $156.4K | 0.00% | +3,579+70.1% | Added |
| Point72 Asia (Singapore) Pte. Ltd. | 9,380 | $168.9K | 0.03% | −1,389−12.9% | Reduced |
| Citigroup Inc | 9,499 | $171.1K | 0.00% | +4,027+73.6% | Added |
| Squarepoint Ops LLC | 10,526 | $189.6K | 0.00% | −17,780−62.8% | Reduced |
| Tudor Investment Corp Et Al | 10,715 | $193.0K | 0.00% | −19,378−64.4% | Reduced |
| Assenagon Asset Management S.A. | 11,668 | $210.1K | 0.00% | −46,615−80.0% | Reduced |
| HSBC Holdings PLC | 12,278 | $213.5K | 0.00% | +1,389+12.8% | Added |
| Petrus Trust Company, LTA | 15,145 | $272.8K | 0.03% | −28,177−65.0% | Reduced |
| The PNC Financial Services Group, Inc. | 15,151 | $272.9K | 0.00% | +3,937+35.1% | Added |
| Quest Partners LLC | 15,253 | $274.7K | 0.02% | −1,788−10.5% | Reduced |
| Alliancebernstein L.P. | 17,000 | $306.2K | 0.00% | −660−3.7% | Reduced |
| Rhumbline Advisers | 17,234 | $310.4K | 0.00% | −717−4.0% | Reduced |
| Cubist Systematic Strategies, LLC | 18,800 | $338.6K | 0.01% | −67,263−78.2% | Reduced |
| BNP Paribas Arbitrage, SA | 20,916 | $376.7K | 0.00% | +18,410+734.6% | Added |
| HRT Financial LP | 21,860 | $393.0K | 0.00% | −78,598−78.2% | Reduced |
| Ameriprise Financial Inc | 22,270 | $401.1K | 0.00% | +22,270 | New |
| Invesco Ltd. | 23,209 | $418.0K | 0.00% | −16,536−41.6% | Reduced |
| Ancora Advisors, LLC | 25,143 | $452.8K | 0.01% | +25,143 | New |
| Engineers Gate Manager LP | 26,744 | $481.7K | 0.01% | −4,033−13.1% | Reduced |
| Creative Planning | 26,772 | $482.2K | 0.00% | +10,651+66.1% | Added |
| SEI Investments Co | 31,170 | $561.4K | 0.00% | +6,050+24.1% | Added |
| Price T Rowe Associates Inc | 32,656 | $589.0K | 0.00% | +49+0.2% | Added |
| Auxier Asset Management | 33,412 | $601.8K | 0.09% | +14,024+72.3% | Added |
| Qube Research & Technologies Ltd | 35,116 | $632.4K | 0.00% | −5,502−13.5% | Reduced |
| Walleye Capital LLC | 38,073 | $685.7K | 0.01% | −4,670−10.9% | Reduced |
| Barclays PLC | 44,090 | $794.1K | 0.00% | +18,319+71.1% | Added |
| SummerHaven Investment Management, LLC | 45,320 | $816.2K | 0.50% | +45,320 | New |
| Cooper Creek Partners Management LLC | 46,779 | $842.0K | 0.03% | 00.0% | Unchanged |
| AQR Capital Management LLC | 50,006 | $900.6K | 0.00% | −13,835−21.7% | Reduced |
| AXA S.A. | 50,590 | $911.1K | 0.00% | +3,587+7.6% | Added |
| Bank of New York Mellon Corp | 51,245 | $922.9K | 0.00% | −8,003−13.5% | Reduced |
| Federated Hermes, Inc. | 52,916 | $953.0K | 0.00% | −132−0.2% | Reduced |
| Numerai GP LLC | 55,593 | $1.00M | 0.27% | +13,194+31.1% | Added |
| Jane Street Group, LLC | 59,669 | $1.07M | 0.00% | −108,643−64.5% | Reduced |
| Nuveen Asset Management, LLC | 62,673 | $1.13M | 0.00% | +15,240+32.1% | Added |
| Bank of America Corp | 63,096 | $1.14M | 0.00% | −32,465−34.0% | Reduced |
| Cambiar Investors LLC | 74,039 | $1.33M | 0.05% | +84+0.1% | Added |
| Trexquant Investment LP | 76,189 | $1.37M | 0.02% | +10,184+15.4% | Added |
| Millennium Management LLC | 76,862 | $1.38M | 0.00% | −197,578−72.0% | Reduced |
| D. E. Shaw & Co., Inc. | 84,603 | $1.52M | 0.00% | −5,564−6.2% | Reduced |
| Kestrel Investment Management Corp | 99,800 | $1.73M | 1.16% | +99,800 | New |
| Gsa Capital Partners LLP | 96,288 | $1.73M | 0.13% | +22,898+31.2% | Added |
| Charles Schwab Investment Management Inc | 96,308 | $1.73M | 0.00% | +3,289+3.5% | Added |
| M&T Bank Corp | 99,969 | $1.80M | 0.01% | +22,984+29.9% | Added |
| Two Sigma Investments, LP | 101,221 | $1.82M | 0.00% | −12,786−11.2% | Reduced |
| Morgan Stanley | 108,661 | $1.96M | 0.00% | −3,328−3.0% | Reduced |
| Northern Trust Corp | 112,449 | $2.03M | 0.00% | +550.0% | Added |
| Goldman Sachs Group Inc | 113,802 | $2.05M | 0.00% | −7,611−6.3% | Reduced |
| Pacific Ridge Capital Partners, LLC | 129,540 | $2.33M | 0.55% | +129,540 | New |
| Wellington Management Group LLP | 136,634 | $2.46M | 0.00% | −34,266−20.1% | Reduced |
| Citadel Advisors LLC | 137,744 | $2.48M | 0.00% | −67,128−32.8% | Reduced |
| Two Sigma Advisers, LP | 156,303 | $2.82M | 0.01% | +19,900+14.6% | Added |
| Hotchkis & Wiley Capital Management LLC | 173,180 | $3.12M | 0.01% | +173,180 | New |
| Portolan Capital Management, LLC | 206,599 | $3.72M | 0.27% | −58,278−22.0% | Reduced |
| State Street Corp | 253,181 | $4.56M | 0.00% | +2,589+1.0% | Added |
| Ballentine Partners, LLC | 254,399 | $4.58M | 0.08% | +4,342+1.7% | Added |
| Geode Capital Management, LLC | 288,561 | $5.20M | 0.00% | −1,355−0.5% | Reduced |
| Acadian Asset Management LLC | 302,157 | $5.44M | 0.02% | +71,309+30.9% | Added |