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 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
- +2.18M (+23.8%) vs. Q4 2025
- Total value
- $64.3M
- −$10.2M (−13.6%) 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 | $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 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 |
|---|---|---|---|---|---|
| Covestor Ltd | 11 | $0 | 0.00% | +7+175.0% | Added |
| Huntington National Bank | 1 | $6 | 0.00% | 00.0% | Unchanged |
| Caitong International Asset Management Co., Ltd | 4 | $23 | 0.00% | +4 | New |
| Advisory Services Network, LLC | 6 | $34 | 0.00% | +6 | New |
| SJS Investment Consulting Inc. | 7 | $40 | 0.00% | +7 | New |
| Transamerica Financial Advisors, Inc. | 9 | $50 | 0.00% | +1+12.5% | Added |
| SBI Securities Co., Ltd. | 15 | $85 | 0.00% | 00.0% | Unchanged |
| Basecamp Wealth Advisors LLC | 16 | $91 | 0.00% | +16 | New |
| Wealth Preservation Advisors, LLC | 20 | $113 | 0.00% | +20 | New |
| Rothschild Investment LLC | 24 | $136 | 0.00% | +18+300.0% | Added |
| MAI Capital Management | 24 | $136 | 0.00% | +21+700.0% | Added |
| True Wealth Design, LLC | 35 | $199 | 0.00% | +29+483.3% | Added |
| Sunbelt Securities, Inc. | 37 | $209 | 0.00% | +7+23.3% | Added |
| Farther Finance Advisors, LLC | 59 | $318 | 0.00% | +59 | New |
| Root Financial Partners, LLC | 90 | $509 | 0.00% | +60+200.0% | Added |
| Advisor Group Holdings, Inc. | 100 | $566 | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 115 | $651 | 0.00% | +9+8.5% | Added |
| Optiver Holding B.V. | 118 | $668 | 0.00% | −88−42.7% | Reduced |
| EverSource Wealth Advisors, LLC | 175 | $990 | 0.00% | +66+60.6% | Added |
| Royal Bank of Canada | 295 | $1.00K | 0.00% | −1,037−77.9% | Reduced |
| UMA Financial Services, Inc. | 177 | $1.00K | 0.00% | +177 | New |
| Barrow Hanley Mewhinney & Strauss LLC | 191 | $1.08K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 216 | $1.22K | 0.00% | +200+1,250.0% | Added |
| US Bancorp | 275 | $1.56K | 0.00% | 00.0% | Unchanged |
| Sterling Capital Management LLC | 379 | $2.15K | 0.00% | −411−52.0% | Reduced |
| California State Teachers Retirement System | 619 | $3.50K | 0.00% | −80−11.4% | Reduced |
| Ameritas Investment Partners, Inc. | 966 | $5.47K | 0.00% | 00.0% | Unchanged |
| Legal & General Group Plc | 972 | $5.50K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 1,084 | $6.13K | 0.00% | −2,605−70.6% | Reduced |
| Citigroup Inc | 1,123 | $6.36K | 0.00% | −6,035−84.3% | Reduced |
| Essential Partners LLC | 1,180 | $6.68K | 0.00% | +755+177.6% | Added |
| SRS Capital Advisors, Inc. | 1,572 | $8.90K | 0.00% | +1,448+1,167.7% | Added |
| Tower Research Capital LLC (TRC) | 2,500 | $14.2K | 0.00% | +915+57.7% | Added |
| UBS Group AG | 2,696 | $15.3K | 0.00% | +1,373+103.8% | Added |
| Police & Firemen's Retirement System of New Jersey | 3,253 | $18.4K | 0.00% | 00.0% | Unchanged |
| Vanguard Global Advisers, LLC | 4,049 | $22.9K | 0.00% | +4,049 | New |
| Wells Fargo & Company | 4,348 | $24.6K | 0.00% | −8,494−66.1% | Reduced |
| New York State Common Retirement Fund | 4,699 | $26.6K | 0.00% | 00.0% | Unchanged |
| Russell Investments Group, Ltd. | 4,727 | $26.8K | 0.00% | +3,567+307.5% | Added |
| JPMorgan Chase & Co | 4,879 | $27.7K | 0.00% | −194,712−97.6% | Reduced |
| Elkhorn Partners Limited Partnership | 5,000 | $28.3K | 0.02% | +2,000+66.7% | Added |
| Versant Capital Management, Inc | 5,123 | $29.0K | 0.00% | +685+15.4% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 5,594 | $31.7K | 0.00% | +136+2.5% | Added |
| BNP Paribas Arbitrage, SA | 6,306 | $35.7K | 0.00% | −7,138−53.1% | Reduced |
| Deutsche Bank AG | 7,253 | $41.1K | 0.00% | 00.0% | Unchanged |
| FMR LLC | 7,269 | $41.1K | 0.00% | +3,167+77.2% | Added |
| CWM, LLC | 9,329 | $52.8K | 0.00% | +3,877+71.1% | Added |
| STRS Ohio | 11,100 | $62.8K | 0.00% | 00.0% | Unchanged |
| American Century Companies Inc | 11,718 | $66.3K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 12,600 | $71.3K | 0.00% | −377−2.9% | Reduced |
| Auxier Asset Management | 13,076 | $74.0K | 0.01% | −800−5.8% | Reduced |
| Rhumbline Advisers | 14,559 | $82.4K | 0.00% | −494−3.3% | Reduced |
| Ieq Capital, LLC | 16,338 | $92.5K | 0.00% | +3,794+30.2% | Added |
| Inscription Capital, LLC | 17,170 | $97.2K | 0.01% | +6,000+53.7% | Added |
| Nuveen, LLC | 18,647 | $105.5K | 0.00% | +141+0.8% | Added |
| Qube Research & Technologies Ltd | 20,116 | $113.9K | 0.00% | −35,399−63.8% | Reduced |
| Invesco Ltd. | 20,601 | $116.6K | 0.00% | +2,826+15.9% | Added |
| Simplex Trading, LLC | 22,550 | $127.6K | 0.00% | +22,550 | New |
| Mercer Global Advisors Inc | 23,762 | $134.5K | 0.00% | +23,762 | New |
| Alliancebernstein L.P. | 17,620 | $143.1K | 0.00% | 00.0% | Unchanged |
| D. E. Shaw & Co., Inc. | 25,811 | $146.1K | 0.00% | −96,513−78.9% | Reduced |
| XTX Topco Ltd | 26,238 | $148.5K | 0.00% | +26,238 | New |
| Trexquant Investment LP | 33,620 | $190.3K | 0.00% | −22,813−40.4% | Reduced |
| Squarepoint Ops LLC | 34,846 | $197.2K | 0.00% | +3,701+11.9% | Added |
| Barclays PLC | 35,241 | $199.5K | 0.00% | −15,530−30.6% | Reduced |
| Federated Hermes, Inc. | 37,753 | $213.7K | 0.00% | −199,811−84.1% | Reduced |
| Price T Rowe Associates Inc | 38,507 | $218.0K | 0.00% | +13,700+55.2% | Added |
| HSBC Holdings PLC | 39,317 | $224.9K | 0.00% | −796−2.0% | Reduced |
| Ameriprise Financial Inc | 43,337 | $245.3K | 0.00% | −2,226−4.9% | Reduced |
| Bank of America Corp | 45,637 | $258.3K | 0.00% | −27,769−37.8% | Reduced |
| Cooper Creek Partners Management LLC | 46,779 | $265.0K | 0.01% | 00.0% | Unchanged |
| K2 Principal Fund, L.P. | 50,178 | $284.0K | 0.03% | +50,178 | New |
| Bank of New York Mellon Corp | 68,756 | $389.2K | 0.00% | +2,266+3.4% | Added |
| Clear Street Group Inc. | 69,942 | $395.9K | 0.00% | +69,942 | New |
| Vanguard Fiduciary Trust Co | 73,978 | $418.7K | 0.00% | +73,978 | New |
| Jane Street Group, LLC | 86,342 | $488.7K | 0.00% | +86,342 | New |
| Charles Schwab Investment Management Inc | 88,939 | $503.4K | 0.00% | −4,850−5.2% | Reduced |
| Kestrel Investment Management Corp | 91,500 | $517.9K | 0.31% | 00.0% | Unchanged |
| Vanguard Portfolio Management LLC | 98,172 | $555.7K | 0.00% | +98,172 | New |
| Two Sigma Investments, LP | 101,601 | $575.1K | 0.00% | −19,603−16.2% | Reduced |
| Morgan Stanley | 102,073 | $577.7K | 0.00% | −24,822−19.6% | Reduced |
| Northern Trust Corp | 102,647 | $581.0K | 0.00% | +2,607+2.6% | Added |
| Goldman Sachs Group Inc | 127,635 | $722.4K | 0.00% | +40,296+46.1% | Added |
| Nierenberg Investment Management Company, Inc. | 131,110 | $742.1K | 0.37% | +119,555+1,034.7% | Added |
| Bridgeway Capital Management, LLC | 150,859 | $853.9K | 0.02% | 00.0% | Unchanged |
| AQR Capital Management LLC | 185,922 | $1.05M | 0.00% | +87,257+88.4% | Added |
| Quantinno Capital Management LP | 224,085 | $1.27M | 0.00% | +100,276+81.0% | Added |
| State Street Corp | 259,070 | $1.47M | 0.00% | +3,325+1.3% | Added |
| Dimensional Fund Advisors LP | 266,389 | $1.51M | 0.00% | −131,792−33.1% | Reduced |
| SEI Investments Co | 284,424 | $1.61M | 0.00% | +150,470+112.3% | Added |
| Geode Capital Management, LLC | 316,788 | $1.79M | 0.00% | +18,359+6.2% | Added |
| Hotchkis & Wiley Capital Management LLC | 383,589 | $2.17M | 0.01% | +34,350+9.8% | Added |
| Susquehanna International Group, LLP | 389,254 | $2.20M | 0.00% | +389,254 | New |
| Acadian Asset Management LLC | 423,338 | $2.39M | 0.00% | −2,371−0.6% | Reduced |
| Renaissance Technologies LLC | 436,706 | $2.47M | 0.00% | −11,300−2.5% | Reduced |
| ArrowMark Colorado Holdings LLC | 472,952 | $2.68M | 0.07% | −83,390−15.0% | Reduced |
| Vanguard Capital Management LLC | 486,922 | $2.76M | 0.00% | +486,922 | New |
| Tieton Capital Management, LLC | 559,041 | $3.16M | 1.06% | +20,481+3.8% | Added |
| Nantahala Capital Management, LLC | 694,422 | $3.93M | 0.25% | +694,422 | New |
| Pacific Ridge Capital Partners, LLC | 710,847 | $4.02M | 0.87% | +121,959+20.7% | Added |