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