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, Q4 2024
Institutional positions in Forrester Research, Inc. as of Dec 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
- 99
- −7 vs. Q3 2024
- Shares held
- 10.1M
- −255.2K (−2.5%) vs. Q3 2024
- Total value
- $157.9M
- −$28.1M (−15.1%) vs. Q3 2024
- New holders
- 13
- 29 more added
- Sold out
- 20
- 42 more reduced
Compare with Q3 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, Q4 2024
Shares, value and share of portfolio for each institution holding Forrester Research, Inc.; share changes are against Q3 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Royce & Associates LP | 2,486,726 | $39.0M | 0.36% | +9,866+0.4% | Added |
| BlackRock, Inc. | 946,241 | $14.8M | 0.00% | −87,981−8.5% | Reduced |
| ArrowMark Colorado Holdings LLC | 746,086 | $11.7M | 0.16% | −38,435−4.9% | Reduced |
| Vanguard Group Inc | 645,752 | $10.1M | 0.00% | −46,725−6.7% | Reduced |
| Renaissance Technologies LLC | 479,806 | $7.52M | 0.01% | −23,900−4.7% | Reduced |
| Dimensional Fund Advisors LP | 477,157 | $7.48M | 0.00% | −13,946−2.8% | Reduced |
| Acadian Asset Management LLC | 356,385 | $5.58M | 0.02% | +54,228+17.9% | Added |
| Geode Capital Management, LLC | 291,858 | $4.57M | 0.00% | +3,297+1.1% | Added |
| State Street Corp | 258,626 | $4.05M | 0.00% | +5,445+2.2% | Added |
| Portolan Capital Management, LLC | 251,473 | $3.94M | 0.27% | +44,874+21.7% | Added |
| Ballentine Partners, LLC | 250,559 | $3.93M | 0.07% | −3,840−1.5% | Reduced |
| Hotchkis & Wiley Capital Management LLC | 189,680 | $2.97M | 0.01% | +16,500+9.5% | Added |
| Pacific Ridge Capital Partners, LLC | 181,158 | $2.84M | 0.65% | +51,618+39.8% | Added |
| Invenomic Capital Management LP | 161,594 | $2.53M | 0.14% | +161,594 | New |
| Two Sigma Advisers, LP | 141,003 | $2.21M | 0.01% | −15,300−9.8% | Reduced |
| Millennium Management LLC | 120,713 | $1.89M | 0.00% | +43,851+57.1% | Added |
| Northern Trust Corp | 115,332 | $1.81M | 0.00% | +2,883+2.6% | Added |
| JPMorgan Chase & Co | 108,204 | $1.70M | 0.00% | +97,748+934.9% | Added |
| Federated Hermes, Inc. | 100,099 | $1.57M | 0.00% | +47,183+89.2% | Added |
| Kestrel Investment Management Corp | 99,800 | $1.56M | 0.86% | 00.0% | Unchanged |
| M&T Bank Corp | 99,688 | $1.56M | 0.01% | −281−0.3% | Reduced |
| D. E. Shaw & Co., Inc. | 99,455 | $1.56M | 0.00% | +14,852+17.6% | Added |
| Charles Schwab Investment Management Inc | 96,850 | $1.52M | 0.00% | +542+0.6% | Added |
| Citadel Advisors LLC | 89,330 | $1.40M | 0.00% | −48,414−35.1% | Reduced |
| Two Sigma Investments, LP | 87,033 | $1.36M | 0.00% | −14,188−14.0% | Reduced |
| Morgan Stanley | 81,837 | $1.28M | 0.00% | −26,824−24.7% | Reduced |
| Goldman Sachs Group Inc | 80,875 | $1.27M | 0.00% | −32,927−28.9% | Reduced |
| Cambiar Investors LLC | 68,189 | $1.07M | 0.04% | −5,850−7.9% | Reduced |
| Trexquant Investment LP | 61,349 | $961.3K | 0.01% | −14,840−19.5% | Reduced |
| AXA S.A. | 50,590 | $792.7K | 0.00% | 00.0% | Unchanged |
| Gsa Capital Partners LLP | 48,226 | $756.0K | 0.06% | −48,062−49.9% | Reduced |
| Barclays PLC | 47,763 | $748.4K | 0.00% | +3,673+8.3% | Added |
| Cooper Creek Partners Management LLC | 46,779 | $733.0K | 0.02% | 00.0% | Unchanged |
| SummerHaven Investment Management, LLC | 45,320 | $710.2K | 0.44% | 00.0% | Unchanged |
| Bank of New York Mellon Corp | 44,204 | $692.7K | 0.00% | −7,041−13.7% | Reduced |
| Ameriprise Financial Inc | 35,800 | $561.0K | 0.00% | +13,530+60.8% | Added |
| AQR Capital Management LLC | 35,670 | $558.9K | 0.00% | −14,336−28.7% | Reduced |
| Price T Rowe Associates Inc | 35,518 | $557.0K | 0.00% | +2,862+8.8% | Added |
| Auxier Asset Management | 33,412 | $523.6K | 0.08% | 00.0% | Unchanged |
| Nuveen Asset Management, LLC | 32,333 | $506.7K | 0.00% | −30,340−48.4% | Reduced |
| Qube Research & Technologies Ltd | 29,545 | $463.0K | 0.00% | −5,571−15.9% | Reduced |
| Bank of America Corp | 26,368 | $413.2K | 0.00% | −36,728−58.2% | Reduced |
| UBS Group AG | 25,355 | $397.3K | 0.00% | +19,832+359.1% | Added |
| Ancora Advisors, LLC | 25,058 | $392.7K | 0.01% | −85−0.3% | Reduced |
| Invesco Ltd. | 23,527 | $368.7K | 0.00% | +318+1.4% | Added |
| SEI Investments Co | 23,353 | $365.9K | 0.00% | −7,817−25.1% | Reduced |
| Rhumbline Advisers | 18,571 | $291.0K | 0.00% | +1,337+7.8% | Added |
| Engineers Gate Manager LP | 17,973 | $281.6K | 0.00% | −8,771−32.8% | Reduced |
| Alliancebernstein L.P. | 17,000 | $266.4K | 0.00% | 00.0% | Unchanged |
| ExodusPoint Capital Management, LP | 16,870 | $264.0K | 0.00% | +16,870 | New |
| Petrus Trust Company, LTA | 15,950 | $249.9K | 0.02% | +805+5.3% | Added |
| The PNC Financial Services Group, Inc. | 15,004 | $235.1K | 0.00% | −147−1.0% | Reduced |
| Walleye Capital LLC | 14,656 | $229.7K | 0.00% | −23,417−61.5% | Reduced |
| Marshall Wace, LLP | 14,432 | $226.1K | 0.00% | +14,432 | New |
| Total Clarity Wealth Management, Inc. | 13,325 | $208.8K | 0.07% | +13,325 | New |
| HSBC Holdings PLC | 13,080 | $204.8K | 0.00% | +802+6.5% | Added |
| Squarepoint Ops LLC | 12,944 | $202.8K | 0.00% | +2,418+23.0% | Added |
| Cubist Systematic Strategies, LLC | 12,392 | $194.2K | 0.00% | −6,408−34.1% | Reduced |
| BNP Paribas Arbitrage, SA | 12,016 | $188.3K | 0.00% | −8,900−42.6% | Reduced |
| Assenagon Asset Management S.A. | 11,019 | $172.7K | 0.00% | −649−5.6% | Reduced |
| Citigroup Inc | 9,847 | $154.3K | 0.00% | +348+3.7% | Added |
| Quest Partners LLC | 9,779 | $153.2K | 0.02% | −5,474−35.9% | Reduced |
| SG Americas Securities, LLC | 7,095 | $111.0K | 0.00% | +7,095 | New |
| Wells Fargo & Company | 6,880 | $107.8K | 0.00% | +1,497+27.8% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 6,666 | $104.5K | 0.00% | +102+1.6% | Added |
| MetLife Investment Management | 5,984 | $93.8K | 0.00% | −79−1.3% | Reduced |
| Corebridge Financial, Inc. | 5,826 | $91.3K | 0.00% | −439−7.0% | Reduced |
| Point72 Asia (Singapore) Pte. Ltd. | 5,824 | $91.3K | 0.02% | −3,556−37.9% | Reduced |
| Aquatic Capital Management LLC | 5,563 | $87.2K | 0.00% | +2,163+63.6% | Added |
| New York State Common Retirement Fund | 4,699 | $73.6K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 3,455 | $54.1K | 0.00% | +1,153+50.1% | Added |
| Police & Firemen's Retirement System of New Jersey | 3,253 | $51.0K | 0.00% | +3,253 | New |
| Victory Capital Management Inc | 2,547 | $39.9K | 0.00% | 00.0% | Unchanged |
| Royal Bank of Canada | 2,030 | $32.0K | 0.00% | −4,261−67.7% | Reduced |
| Nisa Investment Advisors, LLC | 1,724 | $27.0K | 0.00% | −64−3.6% | Reduced |
| US Bancorp | 1,199 | $18.8K | 0.00% | +729+155.1% | Added |
| Legal & General Group Plc | 972 | $15.2K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 966 | $15.1K | 0.00% | 00.0% | Unchanged |
| California State Teachers Retirement System | 866 | $13.6K | 0.00% | 00.0% | Unchanged |
| FMR LLC | 574 | $8.99K | 0.00% | −1,961−77.4% | Reduced |
| CWM, LLC | 513 | $8.00K | 0.00% | −407−44.2% | Reduced |
| Versant Capital Management, Inc | 410 | $6.42K | 0.00% | +410 | New |
| Amalgamated Bank | 389 | $6.00K | 0.00% | 00.0% | Unchanged |
| Sterling Capital Management LLC | 375 | $5.88K | 0.00% | +337+886.8% | Added |
| Quadrant Capital Group LLC | 357 | $5.59K | 0.00% | −2,262−86.4% | Reduced |
| R Squared Ltd | 271 | $4.25K | 0.00% | +271 | New |
| Harbor Capital Advisors, Inc. | 208 | $3.00K | 0.00% | −3−1.4% | Reduced |
| Advisor Group Holdings, Inc. | 107 | $1.68K | 0.00% | −22−17.1% | Reduced |
| WealthCollab, LLC | 107 | $1.68K | 0.00% | +107 | New |
| Lindbrook Capital, LLC | 98 | $1.54K | 0.00% | −8−7.5% | Reduced |
| True Wealth Design, LLC | 76 | $1.19K | 0.00% | +76 | New |
| SBI Securities Co., Ltd. | 43 | $674 | 0.00% | +43 | New |
| Signaturefd, LLC | 20 | $313 | 0.00% | −207−91.2% | Reduced |
| Rothschild Investment LLC | 15 | $235 | 0.00% | −5−25.0% | Reduced |
| IFP Advisors, Inc | 5 | $78 | 0.00% | +5 | New |
| Point72 (DIFC) Ltd | 2 | $31 | 0.00% | +2 | New |
| Huntington National Bank | 1 | $16 | 0.00% | 00.0% | Unchanged |
| National Bank of Canada | 1 | $16 | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 4 | $0 | 0.00% | 00.0% | Unchanged |
| Wellington Management Group LLP | 0 | $0 | 0.00% | −136,634−100.0% | Sold out |