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 2026
Institutional positions in Forrester Research, Inc. as of Mar 31, 2026. 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
- 103
- −5 vs. Q4 2025
- Shares held
- 11.4M
- +2.13M (+23.1%) vs. Q4 2025
- Total value
- $64.3M
- −$10.6M (−14.1%) vs. Q4 2025
- New holders
- 19
- 40 more added
- Sold out
- 24
- 28 more reduced
1 institution that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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 | $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 2026
Shares, value and share of portfolio for each institution holding Forrester Research, Inc.; share changes are against Q4 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Portolan Capital Management, LLC | 1,541,276 | $8.72M | 0.46% | +835,527+118.4% | Added |
| BlackRock, Inc. | 907,377 | $5.14M | 0.00% | −49,551−5.2% | Reduced |
| First Manhattan Co | 750,000 | $4.25M | 0.01% | +662,800+760.1% | Added |
| Pacific Ridge Capital Partners, LLC | 710,847 | $4.02M | 0.87% | +121,959+20.7% | Added |
| Nantahala Capital Management, LLC | 694,422 | $3.93M | 0.25% | +694,422 | New |
| Tieton Capital Management, LLC | 559,041 | $3.16M | 1.06% | +20,481+3.8% | Added |
| Vanguard Capital Management LLC | 486,922 | $2.76M | 0.00% | +486,922 | New |
| ArrowMark Colorado Holdings LLC | 472,952 | $2.68M | 0.07% | −83,390−15.0% | Reduced |
| Renaissance Technologies LLC | 436,706 | $2.47M | 0.00% | −11,300−2.5% | Reduced |
| Acadian Asset Management LLC | 423,338 | $2.39M | 0.00% | −2,371−0.6% | Reduced |
| Susquehanna International Group, LLP | 389,254 | $2.20M | 0.00% | +389,254 | New |
| Hotchkis & Wiley Capital Management LLC | 383,589 | $2.17M | 0.01% | +34,350+9.8% | Added |
| Geode Capital Management, LLC | 316,788 | $1.79M | 0.00% | +18,359+6.2% | Added |
| SEI Investments Co | 284,424 | $1.61M | 0.00% | +150,470+112.3% | Added |
| Dimensional Fund Advisors LP | 266,389 | $1.51M | 0.00% | −131,792−33.1% | Reduced |
| State Street Corp | 259,070 | $1.47M | 0.00% | +3,325+1.3% | Added |
| Quantinno Capital Management LP | 224,085 | $1.27M | 0.00% | +100,276+81.0% | Added |
| AQR Capital Management LLC | 185,922 | $1.05M | 0.00% | +87,257+88.4% | Added |
| Bridgeway Capital Management, LLC | 150,859 | $853.9K | 0.02% | 00.0% | Unchanged |
| Nierenberg Investment Management Company, Inc. | 131,110 | $742.1K | 0.37% | +119,555+1,034.7% | Added |
| Goldman Sachs Group Inc | 127,635 | $722.4K | 0.00% | +40,296+46.1% | Added |
| Northern Trust Corp | 102,647 | $581.0K | 0.00% | +2,607+2.6% | Added |
| Morgan Stanley | 102,073 | $577.7K | 0.00% | −24,822−19.6% | Reduced |
| Two Sigma Investments, LP | 101,601 | $575.1K | 0.00% | −19,603−16.2% | Reduced |
| Vanguard Portfolio Management LLC | 98,172 | $555.7K | 0.00% | +98,172 | New |
| Kestrel Investment Management Corp | 91,500 | $517.9K | 0.31% | 00.0% | Unchanged |
| Charles Schwab Investment Management Inc | 88,939 | $503.4K | 0.00% | −4,850−5.2% | Reduced |
| Jane Street Group, LLC | 86,342 | $488.7K | 0.00% | +86,342 | New |
| Vanguard Fiduciary Trust Co | 73,978 | $418.7K | 0.00% | +73,978 | New |
| Clear Street Group Inc. | 69,942 | $395.9K | 0.00% | +69,942 | New |
| Bank of New York Mellon Corp | 68,756 | $389.2K | 0.00% | +2,266+3.4% | Added |
| K2 Principal Fund, L.P. | 50,178 | $284.0K | 0.03% | +50,178 | New |
| Cooper Creek Partners Management LLC | 46,779 | $265.0K | 0.01% | 00.0% | Unchanged |
| Bank of America Corp | 45,637 | $258.3K | 0.00% | −27,769−37.8% | Reduced |
| Ameriprise Financial Inc | 43,337 | $245.3K | 0.00% | −2,226−4.9% | Reduced |
| HSBC Holdings PLC | 39,317 | $224.9K | 0.00% | −40,909−51.0% | Reduced |
| Price T Rowe Associates Inc | 38,507 | $218.0K | 0.00% | +13,700+55.2% | Added |
| Federated Hermes, Inc. | 37,753 | $213.7K | 0.00% | −199,811−84.1% | Reduced |
| Barclays PLC | 35,241 | $199.5K | 0.00% | −15,530−30.6% | Reduced |
| Squarepoint Ops LLC | 34,846 | $197.2K | 0.00% | +3,701+11.9% | Added |
| Trexquant Investment LP | 33,620 | $190.3K | 0.00% | −22,813−40.4% | Reduced |
| XTX Topco Ltd | 26,238 | $148.5K | 0.00% | +26,238 | New |
| D. E. Shaw & Co., Inc. | 25,811 | $146.1K | 0.00% | −96,513−78.9% | Reduced |
| Alliancebernstein L.P. | 17,620 | $143.1K | 0.00% | 00.0% | Unchanged |
| Mercer Global Advisors Inc | 23,762 | $134.5K | 0.00% | +23,762 | New |
| Simplex Trading, LLC | 22,550 | $127.6K | 0.00% | +22,550 | New |
| Invesco Ltd. | 20,601 | $116.6K | 0.00% | +2,826+15.9% | Added |
| Qube Research & Technologies Ltd | 20,116 | $113.9K | 0.00% | −35,399−63.8% | Reduced |
| Nuveen, LLC | 18,647 | $105.5K | 0.00% | +141+0.8% | Added |
| Inscription Capital, LLC | 17,170 | $97.2K | 0.01% | +6,000+53.7% | Added |
| Ieq Capital, LLC | 16,338 | $92.5K | 0.00% | +3,794+30.2% | Added |
| Rhumbline Advisers | 14,559 | $82.4K | 0.00% | −494−3.3% | Reduced |
| Auxier Asset Management | 13,076 | $74.0K | 0.01% | −800−5.8% | Reduced |
| The PNC Financial Services Group, Inc. | 12,600 | $71.3K | 0.00% | −377−2.9% | Reduced |
| American Century Companies Inc | 11,718 | $66.3K | 0.00% | 00.0% | Unchanged |
| STRS Ohio | 11,100 | $62.8K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 9,329 | $52.8K | 0.00% | +3,877+71.1% | Added |
| FMR LLC | 7,269 | $41.1K | 0.00% | +3,167+77.2% | Added |
| Deutsche Bank AG | 7,253 | $41.1K | 0.00% | 00.0% | Unchanged |
| BNP Paribas Arbitrage, SA | 6,306 | $35.7K | 0.00% | −7,138−53.1% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 5,594 | $31.7K | 0.00% | +136+2.5% | Added |
| Versant Capital Management, Inc | 5,123 | $29.0K | 0.00% | +685+15.4% | Added |
| Elkhorn Partners Limited Partnership | 5,000 | $28.3K | 0.02% | +2,000+66.7% | Added |
| JPMorgan Chase & Co | 4,879 | $27.7K | 0.00% | −194,712−97.6% | Reduced |
| Russell Investments Group, Ltd. | 4,727 | $26.8K | 0.00% | +3,567+307.5% | Added |
| New York State Common Retirement Fund | 4,699 | $26.6K | 0.00% | 00.0% | Unchanged |
| Wells Fargo & Company | 4,348 | $24.6K | 0.00% | −8,494−66.1% | Reduced |
| Vanguard Global Advisers, LLC | 4,049 | $22.9K | 0.00% | +4,049 | New |
| Police & Firemen's Retirement System of New Jersey | 3,253 | $18.4K | 0.00% | 00.0% | Unchanged |
| UBS Group AG | 2,696 | $15.3K | 0.00% | +1,373+103.8% | Added |
| Tower Research Capital LLC (TRC) | 2,500 | $14.2K | 0.00% | +915+57.7% | Added |
| SRS Capital Advisors, Inc. | 1,572 | $8.90K | 0.00% | +1,448+1,167.7% | Added |
| Essential Partners LLC | 1,180 | $6.68K | 0.00% | +755+177.6% | Added |
| Citigroup Inc | 1,123 | $6.36K | 0.00% | −6,035−84.3% | Reduced |
| GAMMA Investing LLC | 1,084 | $6.13K | 0.00% | −2,605−70.6% | Reduced |
| Legal & General Group Plc | 972 | $5.50K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 966 | $5.47K | 0.00% | 00.0% | Unchanged |
| California State Teachers Retirement System | 619 | $3.50K | 0.00% | −80−11.4% | Reduced |
| Sterling Capital Management LLC | 379 | $2.15K | 0.00% | −411−52.0% | Reduced |
| US Bancorp | 275 | $1.56K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 216 | $1.22K | 0.00% | +200+1,250.0% | Added |
| Barrow Hanley Mewhinney & Strauss LLC | 191 | $1.08K | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 177 | $1.00K | 0.00% | +177 | New |
| Royal Bank of Canada | 295 | $1.00K | 0.00% | −1,037−77.9% | Reduced |
| EverSource Wealth Advisors, LLC | 175 | $990 | 0.00% | +66+60.6% | Added |
| Optiver Holding B.V. | 118 | $668 | 0.00% | −88−42.7% | Reduced |
| IFP Advisors, Inc | 115 | $651 | 0.00% | +9+8.5% | Added |
| Advisor Group Holdings, Inc. | 100 | $566 | 0.00% | 00.0% | Unchanged |
| Root Financial Partners, LLC | 90 | $509 | 0.00% | +60+200.0% | Added |
| Farther Finance Advisors, LLC | 59 | $318 | 0.00% | +59 | New |
| Sunbelt Securities, Inc. | 37 | $209 | 0.00% | +7+23.3% | Added |
| True Wealth Design, LLC | 35 | $199 | 0.00% | +29+483.3% | Added |
| Rothschild Investment LLC | 24 | $136 | 0.00% | +18+300.0% | Added |
| MAI Capital Management | 24 | $136 | 0.00% | +21+700.0% | Added |
| Wealth Preservation Advisors, LLC | 20 | $113 | 0.00% | +20 | New |
| Basecamp Wealth Advisors LLC | 16 | $91 | 0.00% | +16 | New |
| SBI Securities Co., Ltd. | 15 | $85 | 0.00% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 9 | $50 | 0.00% | +1+12.5% | Added |
| SJS Investment Consulting Inc. | 7 | $40 | 0.00% | +7 | New |
| Advisory Services Network, LLC | 6 | $34 | 0.00% | +6 | New |