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, 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
- −250.0K (−2.4%) vs. Q3 2024
- Total value
- $157.9M
- −$28.0M (−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 | $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, 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 |
|---|---|---|---|---|---|
| Covestor Ltd | 4 | $0 | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 1 | $16 | 0.00% | 00.0% | Unchanged |
| National Bank of Canada | 1 | $16 | 0.00% | 00.0% | Unchanged |
| Point72 (DIFC) Ltd | 2 | $31 | 0.00% | +2 | New |
| IFP Advisors, Inc | 5 | $78 | 0.00% | +5 | New |
| Rothschild Investment LLC | 15 | $235 | 0.00% | −5−25.0% | Reduced |
| Signaturefd, LLC | 20 | $313 | 0.00% | −207−91.2% | Reduced |
| SBI Securities Co., Ltd. | 43 | $674 | 0.00% | +43 | New |
| True Wealth Design, LLC | 76 | $1.19K | 0.00% | +76 | New |
| Lindbrook Capital, LLC | 98 | $1.54K | 0.00% | −8−7.5% | Reduced |
| Advisor Group Holdings, Inc. | 107 | $1.68K | 0.00% | −22−17.1% | Reduced |
| WealthCollab, LLC | 107 | $1.68K | 0.00% | +107 | New |
| Harbor Capital Advisors, Inc. | 208 | $3.00K | 0.00% | −3−1.4% | Reduced |
| R Squared Ltd | 271 | $4.25K | 0.00% | +271 | New |
| Quadrant Capital Group LLC | 357 | $5.59K | 0.00% | −2,262−86.4% | Reduced |
| Sterling Capital Management LLC | 375 | $5.88K | 0.00% | +337+886.8% | Added |
| Amalgamated Bank | 389 | $6.00K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 410 | $6.42K | 0.00% | +410 | New |
| CWM, LLC | 513 | $8.00K | 0.00% | −407−44.2% | Reduced |
| FMR LLC | 574 | $8.99K | 0.00% | −1,961−77.4% | Reduced |
| California State Teachers Retirement System | 866 | $13.6K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 966 | $15.1K | 0.00% | 00.0% | Unchanged |
| Legal & General Group Plc | 972 | $15.2K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 1,199 | $18.8K | 0.00% | +729+155.1% | Added |
| Nisa Investment Advisors, LLC | 1,724 | $27.0K | 0.00% | −64−3.6% | Reduced |
| Royal Bank of Canada | 2,030 | $32.0K | 0.00% | −4,261−67.7% | Reduced |
| Victory Capital Management Inc | 2,547 | $39.9K | 0.00% | 00.0% | Unchanged |
| Police & Firemen's Retirement System of New Jersey | 3,253 | $51.0K | 0.00% | +3,253 | New |
| Tower Research Capital LLC (TRC) | 3,455 | $54.1K | 0.00% | +1,153+50.1% | Added |
| New York State Common Retirement Fund | 4,699 | $73.6K | 0.00% | 00.0% | Unchanged |
| Aquatic Capital Management LLC | 5,563 | $87.2K | 0.00% | +2,163+63.6% | Added |
| Point72 Asia (Singapore) Pte. Ltd. | 5,824 | $91.3K | 0.02% | −3,556−37.9% | Reduced |
| Corebridge Financial, Inc. | 5,826 | $91.3K | 0.00% | −439−7.0% | Reduced |
| MetLife Investment Management | 5,984 | $93.8K | 0.00% | −79−1.3% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 6,666 | $104.5K | 0.00% | +102+1.6% | Added |
| Wells Fargo & Company | 6,880 | $107.8K | 0.00% | +1,497+27.8% | Added |
| SG Americas Securities, LLC | 7,095 | $111.0K | 0.00% | +7,095 | New |
| Quest Partners LLC | 9,779 | $153.2K | 0.02% | −5,474−35.9% | Reduced |
| Citigroup Inc | 9,847 | $154.3K | 0.00% | +348+3.7% | Added |
| Assenagon Asset Management S.A. | 11,019 | $172.7K | 0.00% | −649−5.6% | Reduced |
| BNP Paribas Arbitrage, SA | 12,016 | $188.3K | 0.00% | −8,900−42.6% | Reduced |
| Cubist Systematic Strategies, LLC | 12,392 | $194.2K | 0.00% | −6,408−34.1% | Reduced |
| Squarepoint Ops LLC | 12,944 | $202.8K | 0.00% | +2,418+23.0% | Added |
| HSBC Holdings PLC | 13,080 | $204.8K | 0.00% | +802+6.5% | Added |
| Total Clarity Wealth Management, Inc. | 13,325 | $208.8K | 0.07% | +13,325 | New |
| Marshall Wace, LLP | 14,432 | $226.1K | 0.00% | +14,432 | New |
| Walleye Capital LLC | 14,656 | $229.7K | 0.00% | −23,417−61.5% | Reduced |
| The PNC Financial Services Group, Inc. | 15,004 | $235.1K | 0.00% | −147−1.0% | Reduced |
| Petrus Trust Company, LTA | 15,950 | $249.9K | 0.02% | +805+5.3% | Added |
| ExodusPoint Capital Management, LP | 16,870 | $264.0K | 0.00% | +16,870 | New |
| Alliancebernstein L.P. | 17,000 | $266.4K | 0.00% | 00.0% | Unchanged |
| Engineers Gate Manager LP | 17,973 | $281.6K | 0.00% | −8,771−32.8% | Reduced |
| Rhumbline Advisers | 18,571 | $291.0K | 0.00% | +1,337+7.8% | Added |
| SEI Investments Co | 23,353 | $365.9K | 0.00% | −7,817−25.1% | Reduced |
| Invesco Ltd. | 23,527 | $368.7K | 0.00% | +318+1.4% | Added |
| Ancora Advisors, LLC | 25,058 | $392.7K | 0.01% | −85−0.3% | Reduced |
| UBS Group AG | 25,355 | $397.3K | 0.00% | +19,832+359.1% | Added |
| Bank of America Corp | 26,368 | $413.2K | 0.00% | −36,728−58.2% | Reduced |
| Qube Research & Technologies Ltd | 29,545 | $463.0K | 0.00% | −5,571−15.9% | Reduced |
| Nuveen Asset Management, LLC | 32,333 | $506.7K | 0.00% | −30,340−48.4% | Reduced |
| Auxier Asset Management | 33,412 | $523.6K | 0.08% | 00.0% | Unchanged |
| Price T Rowe Associates Inc | 35,518 | $557.0K | 0.00% | +2,862+8.8% | Added |
| AQR Capital Management LLC | 35,670 | $558.9K | 0.00% | −14,336−28.7% | Reduced |
| Ameriprise Financial Inc | 35,800 | $561.0K | 0.00% | +13,530+60.8% | Added |
| Bank of New York Mellon Corp | 44,204 | $692.7K | 0.00% | −7,041−13.7% | Reduced |
| SummerHaven Investment Management, LLC | 45,320 | $710.2K | 0.44% | 00.0% | Unchanged |
| Cooper Creek Partners Management LLC | 46,779 | $733.0K | 0.02% | 00.0% | Unchanged |
| Barclays PLC | 47,763 | $748.4K | 0.00% | +3,673+8.3% | Added |
| Gsa Capital Partners LLP | 48,226 | $756.0K | 0.06% | −48,062−49.9% | Reduced |
| AXA S.A. | 50,590 | $792.7K | 0.00% | 00.0% | Unchanged |
| Trexquant Investment LP | 61,349 | $961.3K | 0.01% | −14,840−19.5% | Reduced |
| Cambiar Investors LLC | 68,189 | $1.07M | 0.04% | −5,850−7.9% | Reduced |
| Goldman Sachs Group Inc | 80,875 | $1.27M | 0.00% | −32,927−28.9% | Reduced |
| Morgan Stanley | 81,837 | $1.28M | 0.00% | −26,824−24.7% | Reduced |
| Two Sigma Investments, LP | 87,033 | $1.36M | 0.00% | −14,188−14.0% | Reduced |
| Citadel Advisors LLC | 89,330 | $1.40M | 0.00% | −48,414−35.1% | Reduced |
| Charles Schwab Investment Management Inc | 96,850 | $1.52M | 0.00% | +542+0.6% | Added |
| D. E. Shaw & Co., Inc. | 99,455 | $1.56M | 0.00% | +14,852+17.6% | Added |
| M&T Bank Corp | 99,688 | $1.56M | 0.01% | −281−0.3% | Reduced |
| Kestrel Investment Management Corp | 99,800 | $1.56M | 0.86% | 00.0% | Unchanged |
| Federated Hermes, Inc. | 100,099 | $1.57M | 0.00% | +47,183+89.2% | Added |
| JPMorgan Chase & Co | 108,204 | $1.70M | 0.00% | +102,976+1,969.7% | Added |
| Northern Trust Corp | 115,332 | $1.81M | 0.00% | +2,883+2.6% | Added |
| Millennium Management LLC | 120,713 | $1.89M | 0.00% | +43,851+57.1% | Added |
| Two Sigma Advisers, LP | 141,003 | $2.21M | 0.01% | −15,300−9.8% | Reduced |
| Invenomic Capital Management LP | 161,594 | $2.53M | 0.14% | +161,594 | New |
| Pacific Ridge Capital Partners, LLC | 181,158 | $2.84M | 0.65% | +51,618+39.8% | Added |
| Hotchkis & Wiley Capital Management LLC | 189,680 | $2.97M | 0.01% | +16,500+9.5% | Added |
| Ballentine Partners, LLC | 250,559 | $3.93M | 0.07% | −3,840−1.5% | Reduced |
| Portolan Capital Management, LLC | 251,473 | $3.94M | 0.27% | +44,874+21.7% | Added |
| State Street Corp | 258,626 | $4.05M | 0.00% | +5,445+2.2% | Added |
| Geode Capital Management, LLC | 291,858 | $4.57M | 0.00% | +3,297+1.1% | Added |
| Acadian Asset Management LLC | 356,385 | $5.58M | 0.02% | +54,228+17.9% | Added |
| Dimensional Fund Advisors LP | 477,157 | $7.48M | 0.00% | −13,946−2.8% | Reduced |
| Renaissance Technologies LLC | 479,806 | $7.52M | 0.01% | −23,900−4.7% | Reduced |
| Vanguard Group Inc | 645,752 | $10.1M | 0.00% | −46,725−6.7% | Reduced |
| ArrowMark Colorado Holdings LLC | 746,086 | $11.7M | 0.16% | −38,435−4.9% | Reduced |
| BlackRock, Inc. | 946,241 | $14.8M | 0.00% | −87,981−8.5% | Reduced |
| Royce & Associates LP | 2,486,726 | $39.0M | 0.36% | +9,866+0.4% | Added |
| Wellington Management Group LLP | 0 | $0 | 0.00% | −136,634−100.0% | Sold out |