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 |
|---|---|---|---|---|---|
| Covestor Ltd | 37 | $0 | 0.00% | +26+236.4% | Added |
| Huntington National Bank | 1 | $8 | 0.00% | 00.0% | Unchanged |
| JPL Wealth Management, LLC | 1 | $9 | 0.00% | +1 | New |
| Clearstead Advisors, LLC | 2 | $17 | 0.00% | +2 | New |
| Optiver Holding B.V. | 6 | $50 | 0.00% | −112−94.9% | Reduced |
| Nisa Investment Advisors, LLC | 6 | $50 | 0.00% | +6 | New |
| 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 |
| SJS Investment Consulting Inc. | 16 | $135 | 0.00% | +9+128.6% | 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 |
| Transamerica Financial Advisors, Inc. | 37 | $311 | 0.00% | +28+311.1% | Added |
| Rialto Wealth Management, LLC | 79 | $665 | 0.00% | +79 | New |
| Fortitude Family Office, LLC | 123 | $1.03K | 0.00% | +123 | New |
| Rothschild Investment LLC | 128 | $1.08K | 0.00% | +104+433.3% | Added |
| True Wealth Design, LLC | 140 | $1.18K | 0.00% | +105+300.0% | Added |
| Farther Finance Advisors, LLC | 152 | $1.28K | 0.00% | +93+157.6% | Added |
| IFP Advisors, Inc | 160 | $1.35K | 0.00% | +45+39.1% | Added |
| UMA Financial Services, Inc. | 177 | $1.49K | 0.00% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 217 | $1.83K | 0.00% | −4,662−95.6% | Reduced |
| Royal Bank of Canada | 258 | $2.00K | 0.00% | −37−12.5% | Reduced |
| US Bancorp | 275 | $2.31K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 293 | $2.46K | 0.00% | +193+193.0% | Added |
| EverSource Wealth Advisors, LLC | 432 | $3.63K | 0.00% | +257+146.9% | Added |
| Essential Partners LLC | 651 | $5.47K | 0.00% | −529−44.8% | Reduced |
| Allworth Financial LP | 675 | $5.68K | 0.00% | +459+212.5% | Added |
| Simplex Trading, LLC | 765 | $6.43K | 0.00% | −21,785−96.6% | Reduced |
| UBS Group AG | 884 | $7.43K | 0.00% | −1,812−67.2% | Reduced |
| GAMMA Investing LLC | 1,507 | $12.7K | 0.00% | +423+39.0% | Added |
| Elkhorn Partners Limited Partnership | 3,000 | $25.2K | 0.02% | −2,000−40.0% | Reduced |
| Clear Street Group Inc. | 3,114 | $26.2K | 0.00% | −66,828−95.5% | Reduced |
| BNP Paribas Arbitrage, SA | 3,578 | $30.1K | 0.00% | −2,728−43.3% | Reduced |
| Vanguard Global Advisers, LLC | 4,049 | $34.1K | 0.00% | 00.0% | Unchanged |
| Rhumbline Advisers | 6,135 | $51.6K | 0.00% | −8,424−57.9% | Reduced |
| Versant Capital Management, Inc | 8,360 | $70.3K | 0.01% | +3,237+63.2% | Added |
| FMR LLC | 9,591 | $80.7K | 0.00% | +2,322+31.9% | Added |
| SRS Capital Advisors, Inc. | 10,079 | $84.8K | 0.00% | +8,507+541.2% | Added |
| CI Private Wealth, LLC | 11,048 | $92.9K | 0.00% | +11,048 | New |
| American Century Companies Inc | 11,718 | $98.5K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 12,032 | $101.2K | 0.00% | +12,032 | New |
| Colony Group, LLC | 13,026 | $109.5K | 0.00% | +13,026 | New |
| Invesco Ltd. | 13,211 | $111.1K | 0.00% | −7,390−35.9% | Reduced |
| The PNC Financial Services Group, Inc. | 15,536 | $130.7K | 0.00% | +2,936+23.3% | Added |
| Oppenheimer Asset Management Inc. | 15,672 | $131.8K | 0.00% | +15,672 | New |
| Squarepoint Ops LLC | 15,727 | $132.3K | 0.00% | −19,119−54.9% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 13,642 | $136.4K | 0.00% | +13,642 | New |
| Mariner, LLC | 18,571 | $156.2K | 0.00% | +18,571 | New |
| Inscription Capital, LLC | 19,856 | $167.0K | 0.01% | +2,686+15.6% | Added |
| D. E. Shaw & Co., Inc. | 21,389 | $179.9K | 0.00% | −4,422−17.1% | Reduced |
| XTX Topco Ltd | 23,659 | $199.0K | 0.00% | −2,579−9.8% | Reduced |
| Aster Capital Management (DIFC) Ltd | 25,610 | $215.4K | 0.05% | +25,610 | New |
| JustInvest LLC | 26,893 | $226.2K | 0.00% | +26,893 | New |
| Ieq Capital, LLC | 27,040 | $227.4K | 0.00% | +10,702+65.5% | Added |
| Bank of New York Mellon Corp | 27,636 | $232.4K | 0.00% | −41,120−59.8% | Reduced |
| Northern Trust Corp | 28,997 | $243.9K | 0.00% | −73,650−71.8% | Reduced |
| Vanguard Portfolio Management LLC | 32,792 | $275.8K | 0.00% | −65,380−66.6% | Reduced |
| Barclays PLC | 33,648 | $283.0K | 0.00% | −1,593−4.5% | Reduced |
| Bank of America Corp | 35,203 | $296.1K | 0.00% | −10,434−22.9% | Reduced |
| HSBC Holdings PLC | 38,425 | $322.0K | 0.00% | −892−2.3% | Reduced |
| Mercer Global Advisors Inc | 38,578 | $324.4K | 0.00% | +14,816+62.4% | Added |
| Ameriprise Financial Inc | 40,105 | $337.3K | 0.00% | −3,232−7.5% | Reduced |
| Millennium Management LLC | 43,759 | $368.0K | 0.00% | +43,759 | New |
| Cooper Creek Partners Management LLC | 46,779 | $393.0K | 0.02% | 00.0% | Unchanged |
| Federated Hermes, Inc. | 52,118 | $438.3K | 0.00% | +14,365+38.0% | Added |
| Price T Rowe Associates Inc | 54,743 | $461.0K | 0.00% | +16,236+42.2% | Added |
| Gsa Capital Partners LLP | 64,275 | $541.0K | 0.03% | +64,275 | New |
| Charles Schwab Investment Management Inc | 64,854 | $545.4K | 0.00% | −24,085−27.1% | Reduced |
| State Street Corp | 65,213 | $548.4K | 0.00% | −193,857−74.8% | Reduced |
| Marshall Wace, LLP | 65,977 | $554.9K | 0.00% | +65,977 | New |
| Goldman Sachs Group Inc | 66,865 | $562.3K | 0.00% | −60,770−47.6% | Reduced |
| Qube Research & Technologies Ltd | 68,992 | $580.2K | 0.00% | +48,876+243.0% | Added |
| Vanguard Fiduciary Trust Co | 70,016 | $588.8K | 0.00% | −3,962−5.4% | Reduced |
| Susquehanna International Group, LLP | 74,551 | $627.0K | 0.00% | −314,703−80.8% | Reduced |
| Trexquant Investment LP | 76,916 | $646.9K | 0.00% | +43,296+128.8% | Added |
| Kestrel Investment Management Corp | 91,500 | $769.5K | 0.42% | 00.0% | Unchanged |
| Bridgeway Capital Management, LLC | 123,617 | $1.04M | 0.02% | −27,242−18.1% | Reduced |
| Nierenberg Investment Management Company, Inc. | 131,110 | $1.10M | 0.55% | 00.0% | Unchanged |
| Two Sigma Investments, LP | 132,202 | $1.11M | 0.00% | +30,601+30.1% | Added |
| Morgan Stanley | 163,788 | $1.38M | 0.00% | +61,715+60.5% | Added |
| Jane Street Group, LLC | 168,333 | $1.42M | 0.00% | +81,991+95.0% | Added |
| Geode Capital Management, LLC | 169,088 | $1.42M | 0.00% | −147,700−46.6% | Reduced |
| Russell Investments Group, Ltd. | 199,012 | $1.67M | 0.00% | +194,285+4,110.1% | Added |
| SEI Investments Co | 200,406 | $1.69M | 0.00% | −84,018−29.5% | Reduced |
| Dimensional Fund Advisors LP | 211,963 | $1.78M | 0.00% | −54,426−20.4% | Reduced |
| ArrowMark Colorado Holdings LLC | 231,808 | $1.95M | 0.08% | −241,144−51.0% | Reduced |
| Ancora Advisors, LLC | 269,891 | $2.27M | 0.04% | +269,891 | New |
| BlackRock, Inc. | 270,105 | $2.27M | 0.00% | −637,272−70.2% | Reduced |
| Quantinno Capital Management LP | 289,195 | $2.43M | 0.00% | +65,110+29.1% | Added |
| AQR Capital Management LLC | 357,665 | $3.01M | 0.00% | +171,743+92.4% | Added |
| Hotchkis & Wiley Capital Management LLC | 366,689 | $3.08M | 0.01% | −16,900−4.4% | Reduced |
| Renaissance Technologies LLC | 418,206 | $3.52M | 0.00% | −18,500−4.2% | Reduced |
| Acadian Asset Management LLC | 429,610 | $3.61M | 0.00% | +6,272+1.5% | Added |
| Vanguard Capital Management LLC | 500,395 | $4.21M | 0.00% | +13,473+2.8% | Added |
| Pacific Ridge Capital Partners, LLC | 705,344 | $5.93M | 1.08% | −5,503−0.8% | Reduced |
| First Manhattan Co | 750,000 | $6.31M | 0.02% | 00.0% | Unchanged |
| Tieton Capital Management, LLC | 757,476 | $6.37M | 1.83% | +198,435+35.5% | Added |
| Nantahala Capital Management, LLC | 1,526,892 | $12.8M | 0.39% | +832,470+119.9% | Added |
| Portolan Capital Management, LLC | 1,623,925 | $13.7M | 0.51% | +82,649+5.4% | 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 |