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 2025
Institutional positions in Forrester Research, Inc. as of Dec 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
- 109
- −1 vs. Q3 2025
- Shares held
- 9.83M
- +703.2K (+7.7%) vs. Q3 2025
- Total value
- $79.8M
- −$16.9M (−17.5%) vs. Q3 2025
- New holders
- 16
- 32 more added
- Sold out
- 17
- 43 more reduced
1 institution that held it in Q3 2025 haven't filed for Q4 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2025
Shares, value and share of portfolio for each institution holding Forrester Research, Inc.; share changes are against Q3 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Avion Wealth | 54 | $0 | 0.00% | −192−78.0% | Reduced |
| Covestor Ltd | 4 | $0 | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 1 | $8 | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 2 | $17 | 0.00% | −74−97.4% | Reduced |
| MAI Capital Management | 3 | $25 | 0.00% | +3 | New |
| True Wealth Design, LLC | 6 | $49 | 0.00% | −109−94.8% | Reduced |
| Rothschild Investment LLC | 6 | $49 | 0.00% | −1−14.3% | Reduced |
| Transamerica Financial Advisors, Inc. | 8 | $65 | 0.00% | +8 | New |
| SBI Securities Co., Ltd. | 15 | $122 | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 16 | $130 | 0.00% | −57−78.1% | Reduced |
| Sunbelt Securities, Inc. | 30 | $244 | 0.00% | +10+50.0% | Added |
| Root Financial Partners, LLC | 30 | $244 | 0.00% | +30 | New |
| Advisor Group Holdings, Inc. | 100 | $812 | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 106 | $861 | 0.00% | −25−19.1% | Reduced |
| EverSource Wealth Advisors, LLC | 109 | $885 | 0.00% | −133−55.0% | Reduced |
| Harbor Capital Advisors, Inc. | 166 | $1.00K | 0.00% | −3−1.8% | Reduced |
| SRS Capital Advisors, Inc. | 124 | $1.01K | 0.00% | −7,242−98.3% | Reduced |
| Fortitude Family Office, LLC | 132 | $1.07K | 0.00% | −71−35.0% | Reduced |
| Barrow Hanley Mewhinney & Strauss LLC | 191 | $1.55K | 0.00% | 00.0% | Unchanged |
| Optiver Holding B.V. | 206 | $1.67K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 275 | $2.23K | 0.00% | 00.0% | Unchanged |
| Amalgamated Bank | 360 | $3.00K | 0.00% | −29−7.5% | Reduced |
| Essential Partners LLC | 425 | $3.45K | 0.00% | −463−52.1% | Reduced |
| California State Teachers Retirement System | 699 | $5.68K | 0.00% | −14−2.0% | Reduced |
| Sterling Capital Management LLC | 790 | $6.42K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 966 | $7.84K | 0.00% | 00.0% | Unchanged |
| Legal & General Group Plc | 972 | $7.89K | 0.00% | 00.0% | Unchanged |
| Russell Investments Group, Ltd. | 1,160 | $9.42K | 0.00% | +168+16.9% | Added |
| Nisa Investment Advisors, LLC | 1,192 | $9.68K | 0.00% | −135−10.2% | Reduced |
| UBS Group AG | 1,323 | $10.7K | 0.00% | −4,321−76.6% | Reduced |
| Royal Bank of Canada | 1,332 | $11.0K | 0.00% | −48,154−97.3% | Reduced |
| Tower Research Capital LLC (TRC) | 1,585 | $12.9K | 0.00% | +433+37.6% | Added |
| Kestra Advisory Services, LLC | 2,620 | $21.3K | 0.00% | +2,620 | New |
| Elkhorn Partners Limited Partnership | 3,000 | $24.4K | 0.02% | +3,000 | New |
| Police & Firemen's Retirement System of New Jersey | 3,253 | $26.4K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 3,689 | $30.0K | 0.00% | +623+20.3% | Added |
| Public Employees Retirement System of Ohio | 4,050 | $32.9K | 0.00% | 00.0% | Unchanged |
| FMR LLC | 4,102 | $33.3K | 0.00% | −1,240−23.2% | Reduced |
| Versant Capital Management, Inc | 4,438 | $36.0K | 0.00% | −178−3.9% | Reduced |
| New York State Common Retirement Fund | 4,699 | $38.2K | 0.00% | 00.0% | Unchanged |
| Caption Management, LLC | 4,834 | $39.3K | 0.00% | +4,834 | New |
| CWM, LLC | 5,452 | $44.0K | 0.00% | −2,993−35.4% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 5,458 | $44.3K | 0.00% | −196−3.5% | Reduced |
| Citigroup Inc | 7,158 | $58.1K | 0.00% | +6,633+1,263.4% | Added |
| Deutsche Bank AG | 7,253 | $58.9K | 0.00% | −17,922−71.2% | Reduced |
| STRS Ohio | 11,100 | $90.1K | 0.00% | +11,100 | New |
| Inscription Capital, LLC | 11,170 | $90.7K | 0.01% | +11,170 | New |
| Occudo Quantitative Strategies LP | 11,420 | $92.7K | 0.01% | +11,420 | New |
| CI Private Wealth, LLC | 11,442 | $92.9K | 0.00% | +11,442 | New |
| Nierenberg Investment Management Company, Inc. | 11,555 | $93.8K | 0.05% | 00.0% | Unchanged |
| American Century Companies Inc | 11,718 | $95.2K | 0.00% | +1,091+10.3% | Added |
| Ieq Capital, LLC | 12,544 | $101.9K | 0.00% | −4,827−27.8% | Reduced |
| Wells Fargo & Company | 12,842 | $104.3K | 0.00% | +4,058+46.2% | Added |
| The PNC Financial Services Group, Inc. | 12,977 | $105.4K | 0.00% | +436+3.5% | Added |
| BNP Paribas Arbitrage, SA | 13,444 | $109.2K | 0.00% | +7,254+117.2% | Added |
| Auxier Asset Management | 13,876 | $112.7K | 0.02% | −11,850−46.1% | Reduced |
| Oxford Asset Management LLP | 13,934 | $113.1K | 0.04% | +13,934 | New |
| Rhumbline Advisers | 15,053 | $122.2K | 0.00% | −2,410−13.8% | Reduced |
| Jacobs Levy Equity Management, Inc | 16,407 | $133.2K | 0.00% | −7,907−32.5% | Reduced |
| Alliancebernstein L.P. | 17,620 | $143.1K | 0.00% | 00.0% | Unchanged |
| Invesco Ltd. | 17,775 | $144.3K | 0.00% | +937+5.6% | Added |
| Nuveen, LLC | 18,506 | $150.3K | 0.00% | 00.0% | Unchanged |
| Graham Capital Management, L.P. | 19,522 | $158.5K | 0.01% | +6,787+53.3% | Added |
| Price T Rowe Associates Inc | 24,807 | $202.0K | 0.00% | −16,219−39.5% | Reduced |
| Point72 Asset Management, L.P. | 29,768 | $241.7K | 0.00% | +29,768 | New |
| Squarepoint Ops LLC | 31,145 | $252.9K | 0.00% | +2,752+9.7% | Added |
| Exchange Traded Concepts, LLC | 33,886 | $275.2K | 0.00% | +33,886 | New |
| Ancora Advisors, LLC | 36,575 | $297.0K | 0.01% | −43,804−54.5% | Reduced |
| HSBC Holdings PLC | 40,113 | $320.9K | 0.00% | −2,631−6.2% | Reduced |
| Ameriprise Financial Inc | 45,563 | $370.0K | 0.00% | −2,610−5.4% | Reduced |
| Cooper Creek Partners Management LLC | 46,779 | $380.0K | 0.02% | 00.0% | Unchanged |
| Assenagon Asset Management S.A. | 47,381 | $384.7K | 0.00% | −31,759−40.1% | Reduced |
| Barclays PLC | 50,771 | $412.3K | 0.00% | +1,712+3.5% | Added |
| Qube Research & Technologies Ltd | 55,515 | $450.8K | 0.00% | −21,282−27.7% | Reduced |
| Trexquant Investment LP | 56,433 | $458.2K | 0.00% | +24,304+75.6% | Added |
| Topline Capital Management, LLC | 65,168 | $529.2K | 0.05% | +65,168 | New |
| Bank of New York Mellon Corp | 66,490 | $539.9K | 0.00% | +18,136+37.5% | Added |
| Bank of America Corp | 73,406 | $596.1K | 0.00% | +20,434+38.6% | Added |
| First Manhattan Co | 87,200 | $708.1K | 0.00% | +87,200 | New |
| Goldman Sachs Group Inc | 87,339 | $709.2K | 0.00% | +5,745+7.0% | Added |
| Kestrel Investment Management Corp | 91,500 | $743.0K | 0.42% | −3,600−3.8% | Reduced |
| Charles Schwab Investment Management Inc | 93,789 | $761.6K | 0.00% | −1,598−1.7% | Reduced |
| AQR Capital Management LLC | 98,665 | $801.2K | 0.00% | −25,277−20.4% | Reduced |
| Citadel Advisors LLC | 99,074 | $804.5K | 0.00% | +63,685+180.0% | Added |
| Northern Trust Corp | 100,040 | $812.3K | 0.00% | −4,824−4.6% | Reduced |
| Two Sigma Advisers, LP | 105,903 | $859.9K | 0.00% | −35,600−25.2% | Reduced |
| Two Sigma Investments, LP | 121,204 | $984.2K | 0.00% | −26,820−18.1% | Reduced |
| D. E. Shaw & Co., Inc. | 122,324 | $993.3K | 0.00% | +11,948+10.8% | Added |
| Quantinno Capital Management LP | 123,809 | $1.01M | 0.00% | +46,344+59.8% | Added |
| Morgan Stanley | 126,895 | $1.03M | 0.00% | −67,008−34.6% | Reduced |
| SEI Investments Co | 133,954 | $1.09M | 0.00% | +123,833+1,223.5% | Added |
| Herald Investment Management Ltd | 150,000 | $1.22M | 0.16% | 00.0% | Unchanged |
| Bridgeway Capital Management, LLC | 150,859 | $1.22M | 0.03% | +4,000+2.7% | Added |
| JPMorgan Chase & Co | 199,591 | $1.62M | 0.00% | +61,985+45.0% | Added |
| Walleye Capital LLC | 229,890 | $1.87M | 0.01% | +137,571+149.0% | Added |
| Federated Hermes, Inc. | 237,564 | $1.93M | 0.00% | −17,800−7.0% | Reduced |
| State Street Corp | 255,745 | $2.08M | 0.00% | +3,778+1.5% | Added |
| Invenomic Capital Management LP | 258,733 | $2.10M | 0.10% | −5,880−2.2% | Reduced |
| Geode Capital Management, LLC | 298,429 | $2.42M | 0.00% | +5,793+2.0% | Added |
| Hotchkis & Wiley Capital Management LLC | 349,239 | $2.84M | 0.01% | +15,260+4.6% | Added |