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, Q2 2025
Institutional positions in Forrester Research, Inc. as of Jun 30, 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
- 104
- +10 vs. Q1 2025
- Shares held
- 9.35M
- −133.4K (−1.4%) vs. Q1 2025
- Total value
- $92.6M
- +$4.85M (+5.5%) vs. Q1 2025
- New holders
- 23
- 37 more added
- Sold out
- 13
- 30 more reduced
Compare with Q1 2025: 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, Q2 2025
Shares, value and share of portfolio for each institution holding Forrester Research, Inc.; share changes are against Q1 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Covestor Ltd | 4 | $0 | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 1 | $10 | 0.00% | −90−98.9% | Reduced |
| National Bank of Canada | 1 | $10 | 0.00% | 00.0% | Unchanged |
| Raymond James Financial Inc | 1 | $10 | 0.00% | +1 | New |
| Allworth Financial LP | 6 | $60 | 0.00% | +6 | New |
| SBI Securities Co., Ltd. | 43 | $426 | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 47 | $465 | 0.00% | +47 | New |
| Clearstead Advisors, LLC | 53 | $525 | 0.00% | +53 | New |
| IFP Advisors, Inc | 55 | $644 | 0.00% | +50+1,000.0% | Added |
| Parallel Advisors, LLC | 69 | $683 | 0.00% | +69 | New |
| Point72 (DIFC) Ltd | 71 | $703 | 0.00% | +71 | New |
| Essential Partners LLC | 77 | $762 | 0.00% | +77 | New |
| Massmutual Trust Co FSB | 80 | $792 | 0.00% | +80 | New |
| Advisor Group Holdings, Inc. | 100 | $990 | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 114 | $1.13K | 0.00% | −27−19.1% | Reduced |
| True Wealth Design, LLC | 139 | $1.38K | 0.00% | +128+1,163.6% | Added |
| Private Wealth Management Group, LLC | 169 | $1.67K | 0.00% | +115+213.0% | Added |
| Barrow Hanley Mewhinney & Strauss LLC | 191 | $1.89K | 0.00% | +191 | New |
| Harbor Capital Advisors, Inc. | 158 | $2.00K | 0.00% | −51−24.4% | Reduced |
| Avion Wealth | 217 | $2.00K | 0.00% | +217 | New |
| US Bancorp | 275 | $2.72K | 0.00% | 00.0% | Unchanged |
| Sterling Capital Management LLC | 331 | $3.28K | 0.00% | +120+56.9% | Added |
| Amalgamated Bank | 389 | $4.00K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 596 | $5.90K | 0.00% | +596 | New |
| EverSource Wealth Advisors, LLC | 963 | $9.53K | 0.00% | +963 | New |
| Ameritas Investment Partners, Inc. | 966 | $9.56K | 0.00% | 00.0% | Unchanged |
| Legal & General Group Plc | 972 | $9.62K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 1,153 | $11.4K | 0.00% | −473−29.1% | Reduced |
| BNP Paribas Arbitrage, SA | 1,233 | $12.2K | 0.00% | −17,482−93.4% | Reduced |
| Nisa Investment Advisors, LLC | 1,294 | $12.8K | 0.00% | +1,294 | New |
| Tower Research Capital LLC (TRC) | 1,880 | $18.6K | 0.00% | −118−5.9% | Reduced |
| Victory Capital Management Inc | 2,547 | $25.2K | 0.00% | 00.0% | Unchanged |
| Police & Firemen's Retirement System of New Jersey | 3,253 | $32.2K | 0.00% | 00.0% | Unchanged |
| Public Employees Retirement System of Ohio | 4,050 | $40.1K | 0.00% | +2,650+189.3% | Added |
| CWM, LLC | 4,244 | $42.0K | 0.00% | +3,126+279.6% | Added |
| New York State Common Retirement Fund | 4,699 | $46.5K | 0.00% | 00.0% | Unchanged |
| Citigroup Inc | 4,770 | $47.2K | 0.00% | −3,729−43.9% | Reduced |
| FMR LLC | 5,304 | $52.5K | 0.00% | +2,686+102.6% | Added |
| UBS Group AG | 5,795 | $57.4K | 0.00% | −3,602−38.3% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 6,666 | $66.0K | 0.00% | −312−4.5% | Reduced |
| Wells Fargo & Company | 7,350 | $72.8K | 0.00% | −2,490−25.3% | Reduced |
| SEI Investments Co | 10,022 | $99.2K | 0.00% | +10,022 | New |
| Evoke Wealth, LLC | 10,074 | $99.7K | 0.00% | +10,074 | New |
| JustInvest LLC | 10,528 | $104.2K | 0.00% | +10,528 | New |
| Assenagon Asset Management S.A. | 11,019 | $109.1K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 12,453 | $123.3K | 0.00% | −845−6.4% | Reduced |
| Marshall Wace, LLP | 13,251 | $131.2K | 0.00% | +13,251 | New |
| Quadrature Capital Ltd | 16,223 | $160.6K | 0.00% | +16,223 | New |
| Susquehanna International Group, LLP | 16,788 | $166.2K | 0.00% | +92+0.6% | Added |
| Squarepoint Ops LLC | 17,196 | $170.2K | 0.00% | +17,196 | New |
| Alliancebernstein L.P. | 17,620 | $174.4K | 0.00% | +1,600+10.0% | Added |
| Cubist Systematic Strategies, LLC | 17,748 | $175.7K | 0.00% | +17,748 | New |
| Bank of America Corp | 17,913 | $177.3K | 0.00% | −13,199−42.4% | Reduced |
| Rhumbline Advisers | 18,087 | $179.1K | 0.00% | +300+1.7% | Added |
| Invesco Ltd. | 18,391 | $182.1K | 0.00% | −2,658−12.6% | Reduced |
| Engineers Gate Manager LP | 19,626 | $194.3K | 0.00% | +1,728+9.7% | Added |
| Jane Street Group, LLC | 20,741 | $205.3K | 0.00% | +1,494+7.8% | Added |
| Nuveen, LLC | 24,751 | $245.0K | 0.00% | −7,582−23.4% | Reduced |
| Auxier Asset Management | 25,726 | $254.7K | 0.04% | −7,686−23.0% | Reduced |
| Jacobs Levy Equity Management, Inc | 25,872 | $256.1K | 0.00% | +9,742+60.4% | Added |
| Trexquant Investment LP | 28,211 | $279.3K | 0.00% | +2,171+8.3% | Added |
| Petrus Trust Company, LTA | 31,365 | $310.5K | 0.03% | −2,995−8.7% | Reduced |
| Tudor Investment Corp Et Al | 32,200 | $318.8K | 0.00% | +32,200 | New |
| Gsa Capital Partners LLP | 35,620 | $353.0K | 0.02% | +9,506+36.4% | Added |
| Price T Rowe Associates Inc | 36,526 | $362.0K | 0.00% | +812+2.3% | Added |
| Quantinno Capital Management LP | 39,591 | $392.0K | 0.00% | +26,787+209.2% | Added |
| AQR Capital Management LLC | 44,644 | $442.0K | 0.00% | +44,644 | New |
| Barclays PLC | 45,779 | $453.2K | 0.00% | +5,052+12.4% | Added |
| Qube Research & Technologies Ltd | 46,271 | $458.1K | 0.00% | −14,675−24.1% | Reduced |
| Cooper Creek Partners Management LLC | 46,779 | $463.0K | 0.02% | 00.0% | Unchanged |
| AXA S.A. | 47,003 | $465.3K | 0.00% | −3,587−7.1% | Reduced |
| Bank of New York Mellon Corp | 47,609 | $471.3K | 0.00% | −294−0.6% | Reduced |
| SummerHaven Investment Management, LLC | 47,725 | $472.5K | 0.31% | +1,462+3.2% | Added |
| Royal Bank of Canada | 48,047 | $475.0K | 0.00% | +46,287+2,629.9% | Added |
| Millennium Management LLC | 58,887 | $583.0K | 0.00% | +27,808+89.5% | Added |
| Goldman Sachs Group Inc | 59,753 | $591.6K | 0.00% | −14,367−19.4% | Reduced |
| Ameriprise Financial Inc | 67,578 | $669.0K | 0.00% | +26,738+65.5% | Added |
| Arrowstreet Capital, Limited Partnership | 80,875 | $800.7K | 0.00% | +80,875 | New |
| Ancora Advisors, LLC | 81,825 | $810.1K | 0.02% | +56,675+225.3% | Added |
| Charles Schwab Investment Management Inc | 88,650 | $877.6K | 0.00% | +251+0.3% | Added |
| Citadel Advisors LLC | 92,720 | $917.9K | 0.00% | +31,743+52.1% | Added |
| Two Sigma Investments, LP | 92,966 | $920.4K | 0.00% | +13,318+16.7% | Added |
| D. E. Shaw & Co., Inc. | 93,491 | $925.6K | 0.00% | −9,060−8.8% | Reduced |
| Kestrel Investment Management Corp | 95,100 | $941.0K | 0.56% | −4,700−4.7% | Reduced |
| Bridgeway Capital Management, LLC | 103,409 | $1.02M | 0.02% | +54,409+111.0% | Added |
| Northern Trust Corp | 108,483 | $1.07M | 0.00% | −2,891−2.6% | Reduced |
| Two Sigma Advisers, LP | 121,003 | $1.20M | 0.00% | −1,100−0.9% | Reduced |
| JPMorgan Chase & Co | 140,888 | $1.39M | 0.00% | −25,884−15.5% | Reduced |
| Herald Investment Management Ltd | 150,000 | $1.48M | 0.22% | 00.0% | Unchanged |
| Morgan Stanley | 171,633 | $1.70M | 0.00% | +64,959+60.9% | Added |
| State Street Corp | 251,650 | $2.49M | 0.00% | +884+0.4% | Added |
| Federated Hermes, Inc. | 252,810 | $2.50M | 0.00% | +2,446+1.0% | Added |
| Hotchkis & Wiley Capital Management LLC | 277,730 | $2.75M | 0.01% | +90,350+48.2% | Added |
| Invenomic Capital Management LP | 278,756 | $2.76M | 0.16% | −43,407−13.5% | Reduced |
| Geode Capital Management, LLC | 290,038 | $2.87M | 0.00% | −13,013−4.3% | Reduced |
| Acadian Asset Management LLC | 336,650 | $3.33M | 0.01% | +4,152+1.2% | Added |
| Portolan Capital Management, LLC | 351,726 | $3.48M | 0.22% | +71,612+25.6% | Added |
| Pacific Ridge Capital Partners, LLC | 411,434 | $4.07M | 0.97% | +196,121+91.1% | Added |
| Renaissance Technologies LLC | 469,624 | $4.65M | 0.01% | −7,400−1.6% | Reduced |
| Dimensional Fund Advisors LP | 520,972 | $5.16M | 0.00% | +9,549+1.9% | Added |