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, Q3 2025
Institutional positions in Forrester Research, Inc. as of Sep 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
- 111
- +7 vs. Q2 2025
- Shares held
- 9.14M
- −210.7K (−2.3%) vs. Q2 2025
- Total value
- $96.9M
- +$4.30M (+4.6%) vs. Q2 2025
- New holders
- 16
- 51 more added
- Sold out
- 9
- 26 more reduced
Compare with Q2 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, Q3 2025
Shares, value and share of portfolio for each institution holding Forrester Research, Inc.; share changes are against Q2 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Covestor Ltd | 4 | $0 | 0.00% | 00.0% | Unchanged |
| Cloud Capital Management, LLC | 10 | $0 | 0.00% | +10 | New |
| Huntington National Bank | 1 | $11 | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 7 | $74 | 0.00% | +7 | New |
| SBI Securities Co., Ltd. | 15 | $159 | 0.00% | −28−65.1% | Reduced |
| Sunbelt Securities, Inc. | 20 | $212 | 0.00% | +20 | New |
| Rialto Wealth Management, LLC | 48 | $509 | 0.00% | +48 | New |
| Parallel Advisors, LLC | 69 | $731 | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 73 | $774 | 0.00% | +67+1,116.7% | Added |
| Clearstead Advisors, LLC | 76 | $806 | 0.00% | +23+43.4% | Added |
| Advisor Group Holdings, Inc. | 100 | $974 | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 112 | $1.19K | 0.00% | +32+40.0% | Added |
| True Wealth Design, LLC | 115 | $1.22K | 0.00% | −24−17.3% | Reduced |
| IFP Advisors, Inc | 131 | $1.39K | 0.00% | +76+138.2% | Added |
| Private Wealth Management Group, LLC | 169 | $1.79K | 0.00% | 00.0% | Unchanged |
| Harbor Capital Advisors, Inc. | 169 | $2.00K | 0.00% | +11+7.0% | Added |
| Avion Wealth | 246 | $2.00K | 0.00% | +29+13.4% | Added |
| Barrow Hanley Mewhinney & Strauss LLC | 191 | $2.02K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 203 | $2.15K | 0.00% | +156+331.9% | Added |
| Optiver Holding B.V. | 206 | $2.18K | 0.00% | +206 | New |
| EverSource Wealth Advisors, LLC | 242 | $2.56K | 0.00% | −721−74.9% | Reduced |
| US Bancorp | 275 | $2.92K | 0.00% | 00.0% | Unchanged |
| Amalgamated Bank | 389 | $4.00K | 0.00% | 00.0% | Unchanged |
| Citigroup Inc | 525 | $5.57K | 0.00% | −4,245−89.0% | Reduced |
| California State Teachers Retirement System | 713 | $7.56K | 0.00% | +713 | New |
| Sterling Capital Management LLC | 790 | $8.37K | 0.00% | +459+138.7% | Added |
| Essential Partners LLC | 888 | $9.41K | 0.00% | +811+1,053.2% | Added |
| Ameritas Investment Partners, Inc. | 966 | $10.2K | 0.00% | 00.0% | Unchanged |
| Legal & General Group Plc | 972 | $10.3K | 0.00% | 00.0% | Unchanged |
| Russell Investments Group, Ltd. | 992 | $10.5K | 0.00% | +992 | New |
| Tower Research Capital LLC (TRC) | 1,152 | $12.2K | 0.00% | −728−38.7% | Reduced |
| Nisa Investment Advisors, LLC | 1,327 | $14.1K | 0.00% | +33+2.6% | Added |
| GAMMA Investing LLC | 3,066 | $32.5K | 0.00% | +2,952+2,589.5% | Added |
| Police & Firemen's Retirement System of New Jersey | 3,253 | $34.5K | 0.00% | 00.0% | Unchanged |
| Public Employees Retirement System of Ohio | 4,050 | $42.9K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 4,616 | $48.9K | 0.01% | +3,463+300.3% | Added |
| New York State Common Retirement Fund | 4,699 | $49.8K | 0.00% | 00.0% | Unchanged |
| FMR LLC | 5,342 | $56.6K | 0.00% | +38+0.7% | Added |
| UBS Group AG | 5,644 | $59.8K | 0.00% | −151−2.6% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 5,654 | $59.9K | 0.00% | −1,012−15.2% | Reduced |
| BNP Paribas Arbitrage, SA | 6,190 | $65.6K | 0.00% | +4,957+402.0% | Added |
| SRS Capital Advisors, Inc. | 7,366 | $78.1K | 0.00% | +6,770+1,135.9% | Added |
| CWM, LLC | 8,445 | $90.0K | 0.00% | +4,201+99.0% | Added |
| Wells Fargo & Company | 8,784 | $93.1K | 0.00% | +1,434+19.5% | Added |
| SEI Investments Co | 10,121 | $107.3K | 0.00% | +99+1.0% | Added |
| American Century Companies Inc | 10,627 | $112.6K | 0.00% | +10,627 | New |
| Nierenberg Investment Management Company, Inc. | 11,555 | $122.5K | 0.07% | +11,555 | New |
| Cerity Partners LLC | 11,736 | $124.4K | 0.00% | +11,736 | New |
| JustInvest LLC | 11,748 | $124.5K | 0.00% | +1,220+11.6% | Added |
| The PNC Financial Services Group, Inc. | 12,541 | $132.9K | 0.00% | +88+0.7% | Added |
| Graham Capital Management, L.P. | 12,735 | $135.0K | 0.00% | +12,735 | New |
| Quadrature Capital Ltd | 13,803 | $146.4K | 0.00% | −2,420−14.9% | Reduced |
| Boothbay Fund Management, LLC | 14,309 | $151.7K | 0.00% | +14,309 | New |
| Susquehanna International Group, LLP | 16,555 | $175.5K | 0.00% | −233−1.4% | Reduced |
| Invesco Ltd. | 16,838 | $178.5K | 0.00% | −1,553−8.4% | Reduced |
| Ieq Capital, LLC | 17,371 | $184.1K | 0.00% | +17,371 | New |
| Rhumbline Advisers | 17,463 | $185.1K | 0.00% | −624−3.4% | Reduced |
| Alliancebernstein L.P. | 17,620 | $186.8K | 0.00% | 00.0% | Unchanged |
| Cubist Systematic Strategies, LLC | 17,948 | $190.2K | 0.00% | +200+1.1% | Added |
| Nuveen, LLC | 18,506 | $196.2K | 0.00% | −6,245−25.2% | Reduced |
| Tudor Investment Corp Et Al | 19,427 | $205.9K | 0.00% | −12,773−39.7% | Reduced |
| Jacobs Levy Equity Management, Inc | 24,314 | $257.7K | 0.00% | −1,558−6.0% | Reduced |
| Jane Street Group, LLC | 24,802 | $262.9K | 0.00% | +4,061+19.6% | Added |
| Deutsche Bank AG | 25,175 | $266.9K | 0.00% | +25,175 | New |
| Auxier Asset Management | 25,726 | $272.7K | 0.04% | 00.0% | Unchanged |
| Petrus Trust Company, LTA | 27,441 | $290.9K | 0.03% | −3,924−12.5% | Reduced |
| Squarepoint Ops LLC | 28,393 | $301.0K | 0.00% | +11,197+65.1% | Added |
| Trexquant Investment LP | 32,129 | $340.6K | 0.00% | +3,918+13.9% | Added |
| Citadel Advisors LLC | 35,389 | $375.1K | 0.00% | −57,331−61.8% | Reduced |
| Price T Rowe Associates Inc | 41,026 | $435.0K | 0.00% | +4,500+12.3% | Added |
| HSBC Holdings PLC | 42,744 | $438.6K | 0.00% | +42,744 | New |
| Cooper Creek Partners Management LLC | 46,779 | $496.0K | 0.02% | 00.0% | Unchanged |
| Ameriprise Financial Inc | 48,173 | $510.6K | 0.00% | −19,405−28.7% | Reduced |
| Bank of New York Mellon Corp | 48,354 | $512.6K | 0.00% | +745+1.6% | Added |
| Barclays PLC | 49,059 | $520.0K | 0.00% | +3,280+7.2% | Added |
| Royal Bank of Canada | 49,486 | $524.0K | 0.00% | +1,439+3.0% | Added |
| Bank of America Corp | 52,972 | $561.5K | 0.00% | +35,059+195.7% | Added |
| Arrowstreet Capital, Limited Partnership | 60,213 | $638.3K | 0.00% | −20,662−25.5% | Reduced |
| Qube Research & Technologies Ltd | 76,797 | $814.0K | 0.00% | +30,526+66.0% | Added |
| Quantinno Capital Management LP | 77,465 | $821.1K | 0.00% | +37,874+95.7% | Added |
| Assenagon Asset Management S.A. | 79,140 | $838.9K | 0.00% | +68,121+618.2% | Added |
| Ancora Advisors, LLC | 80,379 | $852.0K | 0.02% | −1,446−1.8% | Reduced |
| Goldman Sachs Group Inc | 81,594 | $864.9K | 0.00% | +21,841+36.6% | Added |
| Gsa Capital Partners LLP | 82,050 | $870.0K | 0.07% | +46,430+130.3% | Added |
| Millennium Management LLC | 91,654 | $971.5K | 0.00% | +32,767+55.6% | Added |
| Walleye Capital LLC | 92,319 | $978.6K | 0.01% | +92,319 | New |
| Kestrel Investment Management Corp | 95,100 | $1.01M | 0.57% | 00.0% | Unchanged |
| Charles Schwab Investment Management Inc | 95,387 | $1.01M | 0.00% | +6,737+7.6% | Added |
| Northern Trust Corp | 104,864 | $1.11M | 0.00% | −3,619−3.3% | Reduced |
| Royce & Associates LP | 106,387 | $1.13M | 0.01% | −1,014,910−90.5% | Reduced |
| D. E. Shaw & Co., Inc. | 110,376 | $1.17M | 0.00% | +16,885+18.1% | Added |
| AQR Capital Management LLC | 123,942 | $1.31M | 0.00% | +79,298+177.6% | Added |
| JPMorgan Chase & Co | 137,606 | $1.46M | 0.00% | −3,282−2.3% | Reduced |
| Two Sigma Advisers, LP | 141,503 | $1.50M | 0.00% | +20,500+16.9% | Added |
| Bridgeway Capital Management, LLC | 146,859 | $1.56M | 0.03% | +43,450+42.0% | Added |
| Two Sigma Investments, LP | 148,024 | $1.57M | 0.00% | +55,058+59.2% | Added |
| Herald Investment Management Ltd | 150,000 | $1.59M | 0.21% | 00.0% | Unchanged |
| Morgan Stanley | 193,903 | $2.06M | 0.00% | +22,270+13.0% | Added |
| State Street Corp | 251,967 | $2.67M | 0.00% | +317+0.1% | Added |
| Federated Hermes, Inc. | 255,364 | $2.71M | 0.00% | +2,554+1.0% | Added |