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, Q1 2025
Institutional positions in Forrester Research, Inc. as of Mar 31, 2025. 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
- 94
- −4 vs. Q4 2024
- Shares held
- 9.49M
- −556.2K (−5.5%) vs. Q4 2024
- Total value
- $87.7M
- −$69.6M (−44.2%) vs. Q4 2024
- New holders
- 16
- 28 more added
- Sold out
- 20
- 33 more reduced
1 institution that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2025
Shares, value and share of portfolio for each institution holding Forrester Research, Inc.; share changes are against Q4 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Royce & Associates LP | 1,833,271 | $16.9M | 0.18% | −653,455−26.3% | Reduced |
| BlackRock, Inc. | 875,552 | $8.09M | 0.00% | −70,689−7.5% | Reduced |
| ArrowMark Colorado Holdings LLC | 716,090 | $6.62M | 0.11% | −29,996−4.0% | Reduced |
| Vanguard Group Inc | 643,171 | $5.94M | 0.00% | −2,581−0.4% | Reduced |
| Dimensional Fund Advisors LP | 511,423 | $4.73M | 0.00% | +34,266+7.2% | Added |
| Renaissance Technologies LLC | 477,024 | $4.41M | 0.01% | −2,782−0.6% | Reduced |
| Acadian Asset Management LLC | 332,498 | $3.07M | 0.01% | −23,887−6.7% | Reduced |
| Invenomic Capital Management LP | 322,163 | $2.98M | 0.15% | +160,569+99.4% | Added |
| Geode Capital Management, LLC | 303,051 | $2.80M | 0.00% | +11,193+3.8% | Added |
| Portolan Capital Management, LLC | 280,114 | $2.59M | 0.20% | +28,641+11.4% | Added |
| State Street Corp | 250,766 | $2.32M | 0.00% | −7,860−3.0% | Reduced |
| Federated Hermes, Inc. | 250,364 | $2.31M | 0.00% | +150,265+150.1% | Added |
| Pacific Ridge Capital Partners, LLC | 215,313 | $1.99M | 0.52% | +34,155+18.9% | Added |
| Hotchkis & Wiley Capital Management LLC | 187,380 | $1.73M | 0.01% | −2,300−1.2% | Reduced |
| JPMorgan Chase & Co | 166,772 | $1.54M | 0.00% | +58,568+54.1% | Added |
| Herald Investment Management Ltd | 150,000 | $1.39M | 0.26% | +150,000 | New |
| Two Sigma Advisers, LP | 122,103 | $1.13M | 0.00% | −18,900−13.4% | Reduced |
| Northern Trust Corp | 111,374 | $1.03M | 0.00% | −3,958−3.4% | Reduced |
| Morgan Stanley | 106,674 | $985.7K | 0.00% | +24,837+30.3% | Added |
| D. E. Shaw & Co., Inc. | 102,551 | $947.6K | 0.00% | +3,096+3.1% | Added |
| Kestrel Investment Management Corp | 99,800 | $922.0K | 0.56% | 00.0% | Unchanged |
| Charles Schwab Investment Management Inc | 88,399 | $816.8K | 0.00% | −8,451−8.7% | Reduced |
| Two Sigma Investments, LP | 79,648 | $735.9K | 0.00% | −7,385−8.5% | Reduced |
| Goldman Sachs Group Inc | 74,120 | $684.9K | 0.00% | −6,755−8.4% | Reduced |
| Citadel Advisors LLC | 60,977 | $563.4K | 0.00% | −28,353−31.7% | Reduced |
| Qube Research & Technologies Ltd | 60,946 | $563.1K | 0.00% | +31,401+106.3% | Added |
| Cambiar Investors LLC | 56,944 | $526.2K | 0.02% | −11,245−16.5% | Reduced |
| AXA S.A. | 50,590 | $467.5K | 0.00% | 00.0% | Unchanged |
| Bridgeway Capital Management, LLC | 49,000 | $452.8K | 0.01% | +49,000 | New |
| Bank of New York Mellon Corp | 47,903 | $442.6K | 0.00% | +3,699+8.4% | Added |
| Cooper Creek Partners Management LLC | 46,779 | $432.0K | 0.01% | 00.0% | Unchanged |
| SummerHaven Investment Management, LLC | 46,263 | $427.5K | 0.30% | +943+2.1% | Added |
| Acuitas Investments, LLC | 46,120 | $426.1K | 0.36% | +46,120 | New |
| Ameriprise Financial Inc | 40,840 | $377.4K | 0.00% | +5,040+14.1% | Added |
| Barclays PLC | 40,727 | $376.3K | 0.00% | −7,036−14.7% | Reduced |
| Worth Venture Partners, LLC | 36,013 | $332.8K | 0.63% | +36,013 | New |
| Price T Rowe Associates Inc | 35,714 | $330.0K | 0.00% | +196+0.6% | Added |
| Petrus Trust Company, LTA | 34,360 | $317.5K | 0.03% | +18,410+115.4% | Added |
| Auxier Asset Management | 33,412 | $308.7K | 0.05% | 00.0% | Unchanged |
| Nuveen, LLC | 32,333 | $298.8K | 0.00% | +32,333 | New |
| Bank of America Corp | 31,112 | $287.5K | 0.00% | +4,744+18.0% | Added |
| Millennium Management LLC | 31,079 | $287.2K | 0.00% | −89,634−74.3% | Reduced |
| Walleye Capital LLC | 27,055 | $250.0K | 0.00% | +12,399+84.6% | Added |
| Gsa Capital Partners LLP | 26,114 | $241.0K | 0.02% | −22,112−45.9% | Reduced |
| Trexquant Investment LP | 26,040 | $240.6K | 0.00% | −35,309−57.6% | Reduced |
| Ancora Advisors, LLC | 25,150 | $232.4K | 0.01% | +92+0.4% | Added |
| Total Clarity Wealth Management, Inc. | 13,325 | $208.8K | 0.07% | 00.0% | Unchanged |
| Invesco Ltd. | 21,049 | $194.5K | 0.00% | −2,478−10.5% | Reduced |
| Jane Street Group, LLC | 19,247 | $177.8K | 0.00% | +19,247 | New |
| BNP Paribas Arbitrage, SA | 18,715 | $172.9K | 0.00% | +6,699+55.8% | Added |
| Engineers Gate Manager LP | 17,898 | $165.4K | 0.00% | −75−0.4% | Reduced |
| Rhumbline Advisers | 17,787 | $164.3K | 0.00% | −784−4.2% | Reduced |
| Susquehanna International Group, LLP | 16,696 | $154.3K | 0.00% | +16,696 | New |
| Jacobs Levy Equity Management, Inc | 16,130 | $149.0K | 0.00% | +16,130 | New |
| Alliancebernstein L.P. | 16,020 | $148.0K | 0.00% | −980−5.8% | Reduced |
| SG Americas Securities, LLC | 15,856 | $147.0K | 0.00% | +8,761+123.5% | Added |
| Quest Partners LLC | 14,264 | $131.8K | 0.01% | +4,485+45.9% | Added |
| The PNC Financial Services Group, Inc. | 13,298 | $122.9K | 0.00% | −1,706−11.4% | Reduced |
| Quantinno Capital Management LP | 12,804 | $118.3K | 0.00% | +12,804 | New |
| Graham Capital Management, L.P. | 11,279 | $104.2K | 0.00% | +11,279 | New |
| Assenagon Asset Management S.A. | 11,019 | $101.8K | 0.00% | 00.0% | Unchanged |
| Wells Fargo & Company | 9,840 | $90.9K | 0.00% | +2,960+43.0% | Added |
| UBS Group AG | 9,397 | $86.8K | 0.00% | −15,958−62.9% | Reduced |
| Citigroup Inc | 8,499 | $78.5K | 0.00% | −1,348−13.7% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 6,978 | $64.5K | 0.00% | +312+4.7% | Added |
| Corebridge Financial, Inc. | 5,741 | $53.0K | 0.00% | −85−1.5% | Reduced |
| New York State Common Retirement Fund | 4,699 | $43.4K | 0.00% | 00.0% | Unchanged |
| Police & Firemen's Retirement System of New Jersey | 3,253 | $30.1K | 0.00% | 00.0% | Unchanged |
| FMR LLC | 2,618 | $24.2K | 0.00% | +2,044+356.1% | Added |
| Victory Capital Management Inc | 2,547 | $23.5K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 1,998 | $18.5K | 0.00% | −1,457−42.2% | Reduced |
| Royal Bank of Canada | 1,760 | $16.0K | 0.00% | −270−13.3% | Reduced |
| Versant Capital Management, Inc | 1,626 | $15.0K | 0.00% | +1,216+296.6% | Added |
| Public Employees Retirement System of Ohio | 1,400 | $12.9K | 0.00% | +1,400 | New |
| CWM, LLC | 1,118 | $10.0K | 0.00% | +605+117.9% | Added |
| Legal & General Group Plc | 972 | $8.98K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 966 | $8.93K | 0.00% | 00.0% | Unchanged |
| California State Teachers Retirement System | 866 | $8.00K | 0.00% | 00.0% | Unchanged |
| Coldstream Capital Management Inc | 515 | $4.76K | 0.00% | +515 | New |
| Amalgamated Bank | 389 | $4.00K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 275 | $2.54K | 0.00% | −924−77.1% | Reduced |
| Harbor Capital Advisors, Inc. | 209 | $2.00K | 0.00% | +1+0.5% | Added |
| Simplex Trading, LLC | 222 | $2.00K | 0.00% | +222 | New |
| Sterling Capital Management LLC | 211 | $1.95K | 0.00% | −164−43.7% | Reduced |
| GAMMA Investing LLC | 141 | $1.30K | 0.00% | +141 | New |
| Advisor Group Holdings, Inc. | 100 | $924 | 0.00% | −7−6.5% | Reduced |
| Huntington National Bank | 91 | $841 | 0.00% | +90+9,000.0% | Added |
| Russell Investments Group, Ltd. | 58 | $536 | 0.00% | +58 | New |
| Private Wealth Management Group, LLC | 54 | $499 | 0.00% | +54 | New |
| SBI Securities Co., Ltd. | 43 | $397 | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 11 | $102 | 0.00% | −65−85.5% | Reduced |
| IFP Advisors, Inc | 5 | $46 | 0.00% | 00.0% | Unchanged |
| National Bank of Canada | 1 | $9 | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 4 | $0 | 0.00% | 00.0% | Unchanged |
| Ballentine Partners, LLC | 0 | $0 | 0.00% | −250,559−100.0% | Sold out |
| M&T Bank Corp | 0 | $0 | 0.00% | −99,688−100.0% | Sold out |
| AQR Capital Management LLC | 0 | $0 | 0.00% | −35,670−100.0% | Sold out |
| SEI Investments Co | 0 | $0 | 0.00% | −23,353−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −16,870−100.0% | Sold out |
| Marshall Wace, LLP | 0 | $0 | 0.00% | −14,432−100.0% | Sold out |