FORR · Forrester Research, Inc.
$12.21
+0.51 (+4.36%)
At close · Aug 27
Market Cap
$232.47M
Shares
19.04M
Registered funds — mutual funds, ETFs and closed-end funds — whose latest Form N-PORT portfolio report holds this stock, matched by the stock's CUSIP. Each row is one fund position with its size, value and weight in that fund.
Funds holding FORR
91 fund positions| Fund | Ticker | Balance | Value | % of Fund | Side | Reported | Open |
|---|---|---|---|---|---|---|---|
| Strategic Advisers U.S. Total Stock Fund | FSAKX | 722,861 | $5,096,170 | 0.01% | Long | 2026-05-31 | |
| VANGUARD TOTAL STOCK MARKET INDEX FUND | — | 351,436 | $1,989,128 | 0.00% | Long | 2026-03-31 | |
| Adara Smaller Companies Fund | — | 278,210 | $1,961,381 | 0.24% | Long | 2026-05-31 | |
| Meridian Small Cap Growth Fund | — | 138,859 | $785,942 | 0.33% | Long | 2026-03-31 | |
| Ultra-Small Company Fund | BRUSX | 92,617 | $778,909 | 0.79% | Long | 2026-06-30 | |
| SPDR(R) S & P 600 Small Cap ETF | SLY | 21,808 | $705,489 | 0.04% | Long | 2023-03-31 | |
| Fidelity Small Cap Index Fund | FSSNX | 109,003 | $685,629 | 0.00% | Long | 2026-04-30 | |
| VANGUARD EXTENDED MARKET INDEX FUND | — | 118,003 | $667,897 | 0.00% | Long | 2026-03-31 | |
| Fidelity Extended Market Index Fund | FSMAX | 72,686 | $512,436 | 0.00% | Long | 2026-05-31 | |
| Hotchkis and Wiley Small Cap Diversified Value Fund | — | 54,600 | $459,186 | 0.05% | Long | 2026-06-30 | |
| Dimensional U.S. Small Cap ETF | DFAS | 65,328 | $410,913 | 0.00% | Long | 2026-04-30 | |
| VANGUARD RUSSELL 2000 INDEX FUND | — | 58,134 | $409,845 | 0.00% | Long | 2026-05-31 | |
| Schwab U.S. Small-Cap ETF | SCHA | 57,881 | $408,061 | 0.00% | Long | 2026-05-31 | |
| SmallCap Value Fund II | — | 63,139 | $397,144 | 0.03% | Long | 2026-04-30 | |
| AST Small-Cap Equity Portfolio | — | 40,780 | $342,960 | 0.02% | Long | 2026-06-30 | |
| iShares Micro-Cap ETF | IWC | 39,406 | $331,404 | 0.02% | Long | 2026-06-30 | |
| U.S. MICRO CAP PORTFOLIO | DFSCX | 52,499 | $330,219 | 0.00% | Long | 2026-04-30 | |
| ACUITAS US MICROCAP FUND | AFMCX | 36,935 | $310,623 | 0.26% | Long | 2026-06-30 | |
| Multi-Manager Small Cap Equity Strategies Fund | CZMSX | 39,400 | $277,770 | 0.02% | Long | 2026-05-31 | |
| U.S. SMALL CAP VALUE PORTFOLIO | DFSVX | 42,739 | $268,828 | 0.00% | Long | 2026-04-30 | |
| IQ U.S. Small Cap ETF | — | 10,058 | $256,278 | 0.15% | Long | 2024-01-31 | |
| Federated Hermes MDT Small Cap Core ETF | FSCC | 34,139 | $240,680 | 0.09% | Long | 2026-05-31 | |
| Ultra-Small Company Market Fund | BRSIX | 28,100 | $236,321 | 0.16% | Long | 2026-06-30 | |
| Fidelity Nasdaq Composite Index ETF | ONEQ | 30,470 | $214,814 | 0.00% | Long | 2026-05-31 | |
| Empower Small Cap Value Fund | — | 24,800 | $208,568 | 0.03% | Long | 2026-06-30 | |
| WisdomTree U.S. SmallCap Fund | EES | 29,656 | $167,853 | 0.03% | Long | 2026-03-31 | |
| Fidelity Total Market Index Fund | FSKAX | 20,735 | $146,182 | 0.00% | Long | 2026-05-31 | |
| Schwab Small-Cap Index Fund | SWSSX | 23,038 | $144,909 | 0.00% | Long | 2026-04-30 | |
| Fidelity Nasdaq Composite Index Fund | FNCMX | 18,326 | $129,198 | 0.00% | Long | 2026-05-31 | |
| Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF | GSSC | 17,080 | $120,414 | 0.01% | Long | 2026-05-31 | |
| Fidelity Series Total Market Index Fund | FCFMX | 17,023 | $120,012 | 0.00% | Long | 2026-05-31 | |
| Goldman Sachs Absolute Return Tracker Fund | — | 13,171 | $110,768 | 0.00% | Long | 2026-06-30 | |
| VANGUARD INDUSTRIALS INDEX FUND | — | 14,662 | $103,367 | 0.00% | Long | 2026-05-31 | |
| VANGUARD STRATEGIC SMALL-CAP EQUITY FUND | VSTCX | 17,789 | $100,686 | 0.00% | Long | 2026-03-31 | |
| Invesco S&P SmallCap 600 Equal Weight ETF | — | 2,443 | $90,538 | 0.16% | Long | 2023-01-31 | |
| Invesco RAFI US 1500 Small-Mid ETF | PRFZ | 13,969 | $87,865 | 0.00% | Long | 2026-04-30 | |
| U.S. SMALL CAP PORTFOLIO | DFSTX | 13,715 | $86,267 | 0.00% | Long | 2026-04-30 | |
| Avantis U.S. Small Cap Equity ETF | AVSC | 11,718 | $82,612 | 0.00% | Long | 2026-05-31 | |
| Royce Quant Small-Cap Quality Value ETF | SQLV | 9,145 | $76,909 | 0.27% | Long | 2026-06-30 | |
| VANGUARD RUSSELL 2000 VALUE INDEX FUND | — | 8,739 | $61,610 | 0.00% | Long | 2026-05-31 | |
| Nuveen Small Cap Blend Index Fund | — | 9,480 | $59,629 | 0.00% | Long | 2026-04-30 | |
| VANGUARD BALANCED INDEX FUND | — | 9,600 | $54,336 | 0.00% | Long | 2026-03-31 | |
| Venerable US Small Cap Fund | — | 6,327 | $53,210 | 0.03% | Long | 2026-06-30 | |
| Nuveen Equity Index Fund | — | 8,331 | $52,402 | 0.00% | Long | 2026-04-30 | |
| Schwab U.S. Broad Market ETF | SCHB | 7,000 | $49,350 | 0.00% | Long | 2026-05-31 | |
| VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND | — | 7,883 | $44,618 | 0.00% | Long | 2026-03-31 | |
| Bridge Builder Small/Mid Cap Value Fund | BBVSX | 5,243 | $44,094 | 0.00% | Long | 2026-06-30 | |
| Small Cap Index Fund | NSIDX | 7,284 | $41,227 | 0.00% | Long | 2026-03-31 | |
| JNL/DFA U.S. Small Cap Fund | — | 4,825 | $40,578 | 0.00% | Long | 2026-06-30 | |
| Global X Russell 2000 ETF | RSSL | 5,162 | $32,469 | 0.00% | Long | 2026-04-30 |
Showing 1–50 of 91 positions
Key facts
CIK
1023313
CUSIP
346563109
13F (30d)
87 filings
87 filers
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