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, Q2 2026
Institutional positions in Forrester Research, Inc. as of Jun 30, 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
- 98
- −3 vs. Q1 2026
- Shares held
- 11.5M
- +177.6K (+1.6%) vs. Q1 2026
- Total value
- $96.9M
- +$32.7M (+50.8%) vs. Q1 2026
- New holders
- 18
- 35 more added
- Sold out
- 21
- 36 more reduced
2 institutions that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2026: 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, Q2 2026
Shares, value and share of portfolio for each institution holding Forrester Research, Inc.; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Portolan Capital Management, LLC | 1,623,925 | $13.7M | 0.51% | +82,649+5.4% | Added |
| Nantahala Capital Management, LLC | 1,526,892 | $12.8M | 0.39% | +832,470+119.9% | Added |
| Tieton Capital Management, LLC | 757,476 | $6.37M | 1.83% | +198,435+35.5% | Added |
| First Manhattan Co | 750,000 | $6.31M | 0.02% | 00.0% | Unchanged |
| Pacific Ridge Capital Partners, LLC | 705,344 | $5.93M | 1.08% | −5,503−0.8% | Reduced |
| Vanguard Capital Management LLC | 500,395 | $4.21M | 0.00% | +13,473+2.8% | Added |
| Acadian Asset Management LLC | 429,610 | $3.61M | 0.00% | +6,272+1.5% | Added |
| Renaissance Technologies LLC | 418,206 | $3.52M | 0.00% | −18,500−4.2% | Reduced |
| Hotchkis & Wiley Capital Management LLC | 366,689 | $3.08M | 0.01% | −16,900−4.4% | Reduced |
| AQR Capital Management LLC | 357,665 | $3.01M | 0.00% | +171,743+92.4% | Added |
| Quantinno Capital Management LP | 289,195 | $2.43M | 0.00% | +65,110+29.1% | Added |
| BlackRock, Inc. | 270,105 | $2.27M | 0.00% | −637,272−70.2% | Reduced |
| Ancora Advisors, LLC | 269,891 | $2.27M | 0.04% | +269,891 | New |
| ArrowMark Colorado Holdings LLC | 231,808 | $1.95M | 0.08% | −241,144−51.0% | Reduced |
| Dimensional Fund Advisors LP | 211,963 | $1.78M | 0.00% | −54,426−20.4% | Reduced |
| SEI Investments Co | 200,406 | $1.69M | 0.00% | −84,018−29.5% | Reduced |
| Russell Investments Group, Ltd. | 199,012 | $1.67M | 0.00% | +194,285+4,110.1% | Added |
| Geode Capital Management, LLC | 169,088 | $1.42M | 0.00% | −147,700−46.6% | Reduced |
| Jane Street Group, LLC | 168,333 | $1.42M | 0.00% | +81,991+95.0% | Added |
| Morgan Stanley | 163,788 | $1.38M | 0.00% | +61,715+60.5% | Added |
| Two Sigma Investments, LP | 132,202 | $1.11M | 0.00% | +30,601+30.1% | Added |
| Nierenberg Investment Management Company, Inc. | 131,110 | $1.10M | 0.55% | 00.0% | Unchanged |
| Bridgeway Capital Management, LLC | 123,617 | $1.04M | 0.02% | −27,242−18.1% | Reduced |
| Kestrel Investment Management Corp | 91,500 | $769.5K | 0.42% | 00.0% | Unchanged |
| Trexquant Investment LP | 76,916 | $646.9K | 0.00% | +43,296+128.8% | Added |
| Susquehanna International Group, LLP | 74,551 | $627.0K | 0.00% | −314,703−80.8% | Reduced |
| Vanguard Fiduciary Trust Co | 70,016 | $588.8K | 0.00% | −3,962−5.4% | Reduced |
| Qube Research & Technologies Ltd | 68,992 | $580.2K | 0.00% | +48,876+243.0% | Added |
| Goldman Sachs Group Inc | 66,865 | $562.3K | 0.00% | −60,770−47.6% | Reduced |
| Marshall Wace, LLP | 65,977 | $554.9K | 0.00% | +65,977 | New |
| State Street Corp | 65,213 | $548.4K | 0.00% | −193,857−74.8% | Reduced |
| Charles Schwab Investment Management Inc | 64,854 | $545.4K | 0.00% | −24,085−27.1% | Reduced |
| Gsa Capital Partners LLP | 64,275 | $541.0K | 0.03% | +64,275 | New |
| Price T Rowe Associates Inc | 54,743 | $461.0K | 0.00% | +16,236+42.2% | Added |
| Federated Hermes, Inc. | 52,118 | $438.3K | 0.00% | +14,365+38.0% | Added |
| Cooper Creek Partners Management LLC | 46,779 | $393.0K | 0.02% | 00.0% | Unchanged |
| Millennium Management LLC | 43,759 | $368.0K | 0.00% | +43,759 | New |
| Ameriprise Financial Inc | 40,105 | $337.3K | 0.00% | −3,232−7.5% | Reduced |
| Mercer Global Advisors Inc | 38,578 | $324.4K | 0.00% | +14,816+62.4% | Added |
| HSBC Holdings PLC | 38,425 | $322.0K | 0.00% | −892−2.3% | Reduced |
| Bank of America Corp | 35,203 | $296.1K | 0.00% | −10,434−22.9% | Reduced |
| Barclays PLC | 33,648 | $283.0K | 0.00% | −1,593−4.5% | Reduced |
| Vanguard Portfolio Management LLC | 32,792 | $275.8K | 0.00% | −65,380−66.6% | Reduced |
| Northern Trust Corp | 28,997 | $243.9K | 0.00% | −73,650−71.8% | Reduced |
| Bank of New York Mellon Corp | 27,636 | $232.4K | 0.00% | −41,120−59.8% | Reduced |
| Ieq Capital, LLC | 27,040 | $227.4K | 0.00% | +10,702+65.5% | Added |
| JustInvest LLC | 26,893 | $226.2K | 0.00% | +26,893 | New |
| Aster Capital Management (DIFC) Ltd | 25,610 | $215.4K | 0.05% | +25,610 | New |
| XTX Topco Ltd | 23,659 | $199.0K | 0.00% | −2,579−9.8% | Reduced |
| D. E. Shaw & Co., Inc. | 21,389 | $179.9K | 0.00% | −4,422−17.1% | Reduced |
| Inscription Capital, LLC | 19,856 | $167.0K | 0.01% | +2,686+15.6% | Added |
| Mariner, LLC | 18,571 | $156.2K | 0.00% | +18,571 | New |
| Wealth Enhancement Advisory Services, LLC | 13,642 | $136.4K | 0.00% | +13,642 | New |
| Squarepoint Ops LLC | 15,727 | $132.3K | 0.00% | −19,119−54.9% | Reduced |
| Oppenheimer Asset Management Inc. | 15,672 | $131.8K | 0.00% | +15,672 | New |
| The PNC Financial Services Group, Inc. | 15,536 | $130.7K | 0.00% | +2,936+23.3% | Added |
| Invesco Ltd. | 13,211 | $111.1K | 0.00% | −7,390−35.9% | Reduced |
| Colony Group, LLC | 13,026 | $109.5K | 0.00% | +13,026 | New |
| Steward Partners Investment Advisory, LLC | 12,032 | $101.2K | 0.00% | +12,032 | New |
| American Century Companies Inc | 11,718 | $98.5K | 0.00% | 00.0% | Unchanged |
| CI Private Wealth, LLC | 11,048 | $92.9K | 0.00% | +11,048 | New |
| SRS Capital Advisors, Inc. | 10,079 | $84.8K | 0.00% | +8,507+541.2% | Added |
| FMR LLC | 9,591 | $80.7K | 0.00% | +2,322+31.9% | Added |
| Versant Capital Management, Inc | 8,360 | $70.3K | 0.01% | +3,237+63.2% | Added |
| Rhumbline Advisers | 6,135 | $51.6K | 0.00% | −8,424−57.9% | Reduced |
| Vanguard Global Advisers, LLC | 4,049 | $34.1K | 0.00% | 00.0% | Unchanged |
| BNP Paribas Arbitrage, SA | 3,578 | $30.1K | 0.00% | −2,728−43.3% | Reduced |
| Clear Street Group Inc. | 3,114 | $26.2K | 0.00% | −66,828−95.5% | Reduced |
| Elkhorn Partners Limited Partnership | 3,000 | $25.2K | 0.02% | −2,000−40.0% | Reduced |
| GAMMA Investing LLC | 1,507 | $12.7K | 0.00% | +423+39.0% | Added |
| UBS Group AG | 884 | $7.43K | 0.00% | −1,812−67.2% | Reduced |
| Simplex Trading, LLC | 765 | $6.43K | 0.00% | −21,785−96.6% | Reduced |
| Allworth Financial LP | 675 | $5.68K | 0.00% | +459+212.5% | Added |
| Essential Partners LLC | 651 | $5.47K | 0.00% | −529−44.8% | Reduced |
| EverSource Wealth Advisors, LLC | 432 | $3.63K | 0.00% | +257+146.9% | Added |
| Advisor Group Holdings, Inc. | 293 | $2.46K | 0.00% | +193+193.0% | Added |
| US Bancorp | 275 | $2.31K | 0.00% | 00.0% | Unchanged |
| Royal Bank of Canada | 258 | $2.00K | 0.00% | −37−12.5% | Reduced |
| JPMorgan Chase & Co | 217 | $1.83K | 0.00% | −4,662−95.6% | Reduced |
| UMA Financial Services, Inc. | 177 | $1.49K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 160 | $1.35K | 0.00% | +45+39.1% | Added |
| Farther Finance Advisors, LLC | 152 | $1.28K | 0.00% | +93+157.6% | Added |
| True Wealth Design, LLC | 140 | $1.18K | 0.00% | +105+300.0% | Added |
| Rothschild Investment LLC | 128 | $1.08K | 0.00% | +104+433.3% | Added |
| Fortitude Family Office, LLC | 123 | $1.03K | 0.00% | +123 | New |
| Rialto Wealth Management, LLC | 79 | $665 | 0.00% | +79 | New |
| Transamerica Financial Advisors, Inc. | 37 | $311 | 0.00% | +28+311.1% | Added |
| Wells Fargo & Company | 20 | $168 | 0.00% | −4,328−99.5% | Reduced |
| Basecamp Wealth Advisors LLC | 20 | $168 | 0.00% | +4+25.0% | Added |
| SJS Investment Consulting Inc. | 16 | $135 | 0.00% | +9+128.6% | Added |
| Caitong International Asset Management Co., Ltd | 11 | $93 | 0.00% | +7+175.0% | Added |
| Wealth Enhancement Trust Services, Inc. | 11 | $93 | 0.00% | +11 | New |
| Optiver Holding B.V. | 6 | $50 | 0.00% | −112−94.9% | Reduced |
| Nisa Investment Advisors, LLC | 6 | $50 | 0.00% | +6 | New |
| Clearstead Advisors, LLC | 2 | $17 | 0.00% | +2 | New |
| JPL Wealth Management, LLC | 1 | $9 | 0.00% | +1 | New |
| Huntington National Bank | 1 | $8 | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 37 | $0 | 0.00% | +26+236.4% | Added |
| K2 Principal Fund, L.P. | 0 | $0 | 0.00% | −50,178−100.0% | Sold out |
| Alliancebernstein L.P. | 0 | $0 | 0.00% | −17,620−100.0% | Sold out |